Holistic Financial Partners Purchases and Sells in Q2 2025

Holistic Financial Partners

$222 Million
Q2 2025

Top Buys

Incresed Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDN	17.2K + 205.32%	$200.29 - $269.33 $3.45M - $4.64M	25.6K $6.9M
UCON	132K + 60.28%	$24.48 - $24.9 $3.24M - $3.3M	352K $8.76M
QTEC	12.5K + 246.39%	$149.56 - $212.83 $1.86M - $2.65M	17.5K $3.73M
FBT	12.1K + 209.48%	$145.67 - $165.99 $1.77M - $2.01M	17.9K $2.89M
TDIV	8.64K + 132.64%	$64.41 - $90.17 $557K - $779K	15.2K $1.37M
NFLX	14 + 0.75%	$855.86 - $1339.13 $12K - $18.7K	1.88K $2.52M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPLG	23.3K New	$58.41 - $72.69 $1.36M - $1.7M	23.3K $1.7M
IVV	691 New	$498.8 - $620.9 $345K - $429K	691 $429K
BAC	8.93K New	$34.39 - $47.46 $307K - $424K	8.93K $422K
VYM	2.18K New	$114.78 - $133.31 $251K - $291K	2.18K $291K
CSCO	3.91K New	$53.19 - $69.38 $208K - $272K	3.91K $271K
PM	1.46K New	$149.23 - $184.95 $218K - $271K	1.46K $266K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-690 - 1.0%	$713.71 - $898.95 $492K - $620K	68.1K $53.1M
SCHE	-107K - 57.58%	$24.38 - $30.18 $2.62M - $3.24M	79.1K $2.38M
LGOV	-63.2K - 29.41%	$20.73 - $21.92 $1.31M - $1.39M	152K $3.25M
FXH	-10.3K - 23.63%	$93.63 - $103.68 $964K - $1.07M	33.3K $3.45M
FMF	-10.6K - 57.93%	$44.79 - $46.43 $475K - $492K	7.7K $347K
MARB	-22.2K - 60.09%	$19.67 - $20.44 $436K - $453K	14.7K $300K

Activity Summary All Purchases 64 New Holdings 12 Increased Positions 52 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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