Holistic Financial Partners Purchases and Sells in Q1 2025

Holistic Financial Partners

$203 Million
Q1 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	1.1K + 1.62%	$725.72 - $929.72 $798K - $1.02M	68.8K $56.8M
UCON	78.5K + 55.67%	$24.5 - $24.95 $1.92M - $1.96M	220K $5.43M
FDN	5.02K + 148.78%	$221.38 - $266.86 $1.11M - $1.34M	8.39K $1.86M
FVD	11.8K + 5.37%	$42.61 - $45.51 $501K - $536K	231K $10.3M
FBT	3.33K + 135.41%	$164.86 - $182.19 $549K - $607K	5.79K $985K
FTCS	3.55K + 3.36%	$86.39 - $91.35 $307K - $325K	109K $9.8M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGT	810 New	$542.38 - $646.34 $439K - $524K	810 $439K
DUK	3.25K New	$105.87 - $121.97 $344K - $397K	3.25K $396K
BABA	1.86K New	$80.53 - $147.57 $150K - $275K	1.86K $246K
ORLY	169 New	$1187.71 - $1432.58 $201K - $242K	169 $242K
AZN	2.91K New	$65.37 - $77.96 $190K - $227K	2.91K $213K
CVS	3.12K New	$44.22 - $68.64 $138K - $214K	3.12K $211K

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-9 - 0.04%	$360.07 - $417.26 $3.24K - $3.76K	23K $8.29M
SCHE	-34.3K - 15.53%	$25.81 - $28.52 $885K - $978K	187K $5.14M
TSLA	-130 - 3.22%	$222.15 - $428.22 $28.9K - $55.7K	3.9K $1.01M
AMZN	-893 - 6.19%	$190.26 - $242.06 $170K - $216K	13.5K $2.57M
AVGO	-282 - 4.71%	$167.43 - $244.7 $47.2K - $69K	5.7K $954K
FXH	-3.75K - 7.93%	$102.5 - $112.02 $385K - $421K	43.6K $4.51M

Activity Summary All Purchases 58 New Holdings 8 Increased Positions 50 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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