Holistic Financial Partners Purchases in Q2 2025

Holistic Financial Partners

  • $222 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FDN
First Tr Fd Dow Jones

ETFs
17.2K
+ 205.32%
$200.29 - $269.33 $3.45M - $4.64M
25.6K $6.9M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
132K
+ 60.28%
$24.48 - $24.9 $3.24M - $3.3M
352K $8.76M
QTEC
First Trust Nasdaq 100 Technol

ETFs
12.5K
+ 246.39%
$149.56 - $212.83 $1.86M - $2.65M
17.5K $3.73M
FBT
First Trust Nyse Arca Biotechn

ETFs
12.1K
+ 209.48%
$145.67 - $165.99 $1.77M - $2.01M
17.9K $2.89M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
23.3K
New
$58.41 - $72.69 $1.36M - $1.7M
23.3K $1.7M
TDIV
First Trust Nasdaq Technology

ETFs
8.64K
+ 132.64%
$64.41 - $90.17 $557K - $779K
15.2K $1.37M
NFLX
Netflix Inc

Communication Services
14
+ 0.75%
$855.86 - $1339.13 $12K - $18.7K
1.88K $2.52M
FTCS
First Trust Capital Strength E

ETFs
6.04K
+ 5.52%
$81.6 - $92.39 $492K - $558K
115K $10.5M
FVD
First Tr Value Line Divid Inde

ETFs
14.5K
+ 6.29%
$40.62 - $45.12 $589K - $655K
245K $11M
AMZN
Amazon Com Inc

Consumer Cyclical
507
+ 3.75%
$167.32 - $223.3 $84.8K - $113K
14K $3.08M
IVV
Ishares Core S&P 500 ETF

ETFs
691
New
$498.8 - $620.9 $345K - $429K
691 $429K
BAC
Bank Of America Corp

Financial Services
8.93K
New
$34.39 - $47.46 $307K - $424K
8.93K $422K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.18K
New
$114.78 - $133.31 $251K - $291K
2.18K $291K
CSCO
Cisco Systems, Inc.

Technology
3.91K
New
$53.19 - $69.38 $208K - $272K
3.91K $271K
PM
Philip Morris International Inc.

Consumer Defensive
1.46K
New
$149.23 - $184.95 $218K - $271K
1.46K $266K
TSLA
Tesla, Inc.

Consumer Cyclical
98
+ 2.51%
$221.86 - $362.89 $21.7K - $35.6K
4K $1.27M
DIS
Walt Disney CO

Communication Services
1.99K
New
$81.72 - $124.01 $162K - $247K
1.99K $246K
MS
Morgan Stanley

Financial Services
1.71K
New
$99.83 - $140.86 $171K - $241K
1.71K $240K
PWR
Quanta Services, Inc.

Industrials
615
New
$239.47 - $381.26 $147K - $234K
615 $232K
WFC
Wells Fargo & Company

Financial Services
2.86K
New
$60.98 - $80.12 $174K - $229K
2.86K $229K
COF
Capital One Financial Corp

Financial Services
1.04K
New
$150.57 - $212.76 $157K - $222K
1.04K $221K
EMR
Emerson Electric CO

Industrials
1.63K
New
$94.15 - $133.33 $153K - $217K
1.63K $216K
VGT
Vanguard Information Technolog

ETFs
93
+ 11.48%
$470.37 - $663.28 $43.7K - $61.7K
903 $598K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
162
+ 0.46%
$39.89 - $49.46 $6.46K - $8.01K
35.3K $1.75M
VEA
Vanguard Ftse Developed Market

ETFs
1.67K
+ 22.35%
$45.65 - $57.01 $76.1K - $95K
9.13K $520K
TKR
Timken CO

Industrials
1.66K
+ 6.38%
$57.34 - $74.03 $95.2K - $123K
27.7K $2.01M
GOOGL
Alphabet Inc.

Communication Services
226
+ 5.95%
$144.7 - $178.6 $32.7K - $40.4K
4.03K $709K
RTX
Raytheon Technologies Corp

Industrials
142
+ 2.08%
$113.75 - $148.48 $16.2K - $21.1K
6.96K $1.02M
ETN
Eaton Corp PLC

Industrials
9
+ 0.72%
$246.52 - $356.99 $2.22K - $3.21K
1.25K $447K
UBER
Uber Technologies, Inc

Technology
64
+ 1.67%
$64.62 - $93.3 $4.14K - $5.97K
3.9K $363K
CAT
Caterpillar Inc

Industrials
89
+ 11.53%
$273.94 - $388.21 $24.4K - $34.6K
861 $334K
AZN
Astrazeneca PLC

Healthcare
1.26K
+ 43.15%
$64.87 - $75.0 $81.5K - $94.2K
4.17K $291K
KO
Coca Cola CO

Consumer Defensive
1.11K
+ 14.0%
$68.37 - $73.9 $76K - $82.1K
9.05K $640K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.17%
$496.48 - $617.85 $993 - $1.24K
1.21K $746K
WMB
Williams Companies, Inc.

Energy
727
+ 13.39%
$54.33 - $62.87 $39.5K - $45.7K
6.16K $386K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
233
+ 20.21%
$483.48 - $539.8 $113K - $126K
1.39K $673K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.22%
$146.58 - $180.01 $733 - $900
2.28K $404K
HD
Home Depot, Inc.

Consumer Cyclical
121
+ 11.98%
$335.24 - $380.78 $40.6K - $46.1K
1.13K $414K
PANW
Palo Alto Networks Inc

Technology
6
+ 0.51%
$152.44 - $204.64 $915 - $1.23K
1.18K $242K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 12.05%
$908.13 - $1056.85 $27.2K - $31.7K
279 $276K
CX
Cemex Sab De Cv

Basic Materials
2.34K
+ 15.9%
$5.02 - $7.19 $11.7K - $16.8K
17K $118K
PBRA
Petroleo Bras Ads (Ea Reptg 2
2.67K
+ 22.03%
N/A
14.8K $193K
PFE
Pfizer Inc

Healthcare
1.8K
+ 19.76%
$21.59 - $24.84 $38.8K - $44.7K
10.9K $264K
ISRG
Intuitive Surgical Inc

Healthcare
8
+ 1.44%
$451.58 - $565.94 $3.61K - $4.53K
565 $307K
T
At&T Inc.

Communication Services
668
+ 4.68%
$26.33 - $28.94 $17.6K - $19.3K
14.9K $432K
PNC
Pnc Financial Services Group, Inc.

Financial Services
44
+ 2.44%
$149.76 - $186.42 $6.59K - $8.2K
1.85K $344K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 0.29%
$29.12 - $35.84 $728 - $896
8.67K $310K
MCK
Mckesson Corp

Healthcare
2
+ 0.56%
$652.83 - $732.78 $1.31K - $1.47K
359 $263K
WBD
Warner Bros. Discovery, Inc.

Communication Services
898
+ 5.19%
$7.69 - $11.46 $6.91K - $10.3K
18.2K $208K
Activity Summary
Buys All Purchases 64 New Holdings 12 Increased Positions 52 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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