Holistic Financial Partners Purchases and Sells in Q4 2024

Holistic Financial Partners

$197 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	2.3K + 18.78%	$221.69 - $259.02 $509K - $595K	14.5K $3.64M
UCON	30.3K + 27.36%	$24.55 - $25.16 $744K - $763K	141K $3.48M
JPM	134 + 0.87%	$205.18 - $250.29 $27.5K - $33.5K	15.6K $3.73M
NVDA	87 + 0.24%	$117.0 - $148.88 $10.2K - $13K	35.9K $4.82M
FJP	5.91K + 11.37%	$50.22 - $54.42 $297K - $322K	57.9K $2.99M
FVD	11.7K + 5.64%	$43.4 - $46.7 $508K - $546K	219K $9.56M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDN	3.37K New	$210.5 - $257.24 $710K - $867K	3.37K $819K
QTEC	2.29K New	$185.87 - $204.12 $425K - $467K	2.29K $430K
FBT	2.46K New	$161.65 - $178.69 $398K - $440K	2.46K $408K
CDNS	949 New	$249.1 - $324.54 $236K - $308K	949 $285K
HPE	12.4K New	$19.31 - $23.95 $239K - $296K	12.4K $263K
PANW	1.17K New	$181.96 - $405.9 $212K - $473K	1.17K $212K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-109 - 0.16%	$727.2 - $932.06 $79.3K - $102K	67.7K $52.3M
SCHE	-24.4K - 9.96%	$26.63 - $30.23 $651K - $739K	221K $5.88M
LGOV	-16.9K - 6.7%	$20.75 - $22.49 $351K - $380K	235K $4.9M
FXH	-1.51K - 3.08%	$103.53 - $112.72 $156K - $170K	47.3K $4.93M
FTSM	-8.21K - 36.05%	$59.74 - $60.03 $490K - $493K	14.6K $870K
VWO	-1.01K - 2.69%	$44.04 - $49.49 $44.3K - $49.8K	36.4K $1.6M

Activity Summary All Purchases 57 New Holdings 11 Increased Positions 46 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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