Holistic Financial Partners Purchases and Sells in Q3 2025

Holistic Financial Partners

$237 Million
Q3 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	1.04K + 2.86%	$153.3 - $186.58 $159K - $193K	37.3K $6.96M
AAPL	814 + 5.4%	$202.38 - $256.87 $165K - $209K	15.9K $4.05M
FTA	1.83K + 1.39%	$78.13 - $83.78 $143K - $153K	134K $11.2M
FVD	5.4K + 2.2%	$44.73 - $46.86 $241K - $253K	251K $11.6M
TSLA	168 + 4.2%	$293.94 - $444.72 $49.4K - $74.7K	4.17K $1.85M
FTCS	2.41K + 2.09%	$89.72 - $93.74 $216K - $226K	118K $11M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	1.61K New	$130.68 - $186.97 $210K - $301K	1.61K $293K
DTE	2.05K New	$130.26 - $141.49 $267K - $290K	2.05K $290K
PEP	2.06K New	$133.81 - $152.16 $275K - $313K	2.06K $289K
TJX	1.94K New	$121.35 - $144.54 $236K - $281K	1.94K $280K
TMO	549 New	$404.94 - $499.99 $222K - $274K	549 $266K
ADI	1.06K New	$220.68 - $255.63 $233K - $270K	1.06K $259K

Top Sells

Reduced Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-25 - 0.04%	$625.65 - $812.69 $15.6K - $20.3K	68.1K $52M
PG	-5.06K - 52.73%	$150.47 - $161.22 $761K - $815K	4.53K $696K
EFA	-1.92K - 16.17%	$87.29 - $93.61 $168K - $180K	9.98K $931K
LGOV	-6.49K - 4.27%	$20.98 - $22.03 $136K - $143K	145K $3.16M
FTSM	-1.43K - 18.74%	$59.81 - $60.11 $85.3K - $85.7K	6.19K $370K
FMF	-2.29K - 29.76%	$45.19 - $48.75 $103K - $112K	5.41K $263K

Activity Summary All Purchases 80 New Holdings 12 Increased Positions 68 All Sells 38 Reductions 38 Sold out 0 Calls 0 Puts 0

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