Holistic Financial Partners Purchases and Sells in Q4 2025

Holistic Financial Partners

$262 Million
Q4 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UCON	108K + 29.54%	$25.17 - $25.38 $2.71M - $2.74M	473K $11.9M
NOW	2.16K + 381.48%	$835.79 - $946.29 $1.81M - $2.05M	2.73K $2.28M
SCHF	20.8K + 3.9%	$23.02 - $24.23 $478K - $504K	553K $13.2M
AAPL	1.63K + 10.23%	$245.27 - $275.25 $399K - $448K	17.5K $4.68M
IVV	829 + 70.61%	$656.2 - $690.71 $544K - $573K	2K $1.35M
FBT	308 + 1.67%	$182.41 - $203.02 $56.2K - $62.5K	18.7K $3.74M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RDVY	44.2K New	$65.02 - $68.31 $2.87M - $3.02M	44.2K $2.96M
FTXO	25.3K New	$33.08 - $35.37 $838K - $895K	25.3K $878K
MU	1.18K New	$181.6 - $253.3 $215K - $300K	1.18K $292K
GILD	1.92K New	$110.56 - $125.2 $212K - $240K	1.92K $238K
WMT	2.09K New	$101.18 - $109.03 $212K - $228K	2.09K $215K
DFAX	6.31K New	$30.71 - $32.34 $194K - $204K	6.31K $201K

Top Sells

Reduced Positions

61 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FXH	-7.86K - 23.79%	$109.58 - $114.05 $862K - $897K	25.2K $2.81M
FVD	-14.4K - 5.76%	$45.0 - $46.25 $650K - $668K	236K $10.8M
FTCS	-2.84K - 2.41%	$90.55 - $93.84 $257K - $266K	115K $10.5M
TSLA	-500 - 11.99%	$401.99 - $468.37 $201K - $234K	3.67K $1.5M
JPM	-399 - 2.58%	$294.11 - $320.41 $117K - $128K	15.1K $4.53M
IWM	-355 - 2.35%	$236.79 - $250.33 $84.1K - $88.9K	14.8K $3.51M

Activity Summary All Purchases 56 New Holdings 8 Increased Positions 48 All Sells 61 Reductions 61 Sold out 0 Calls 0 Puts 0

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