Holistic Financial Partners Purchases in Q1 2025

Holistic Financial Partners

  • $203 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
1.1K
+ 1.62%
$725.72 - $929.72 $798K - $1.02M
68.8K $56.8M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
78.5K
+ 55.67%
$24.5 - $24.95 $1.92M - $1.96M
220K $5.43M
FDN
First Tr Fd Dow Jones

ETFs
5.02K
+ 148.78%
$221.38 - $266.86 $1.11M - $1.34M
8.39K $1.86M
FVD
First Tr Value Line Divid Inde

ETFs
11.8K
+ 5.37%
$42.61 - $45.51 $501K - $536K
231K $10.3M
FBT
First Trust Nyse Arca Biotechn

ETFs
3.33K
+ 135.41%
$164.86 - $182.19 $549K - $607K
5.79K $985K
FTCS
First Trust Capital Strength E

ETFs
3.55K
+ 3.36%
$86.39 - $91.35 $307K - $325K
109K $9.8M
QTEC
First Trust Nasdaq 100 Technol

ETFs
2.77K
+ 121.02%
$173.56 - $210.67 $481K - $583K
5.06K $877K
VGT
Vanguard Information Technolog

ETFs
810
New
$542.38 - $646.34 $439K - $524K
810 $439K
FJP
First Trust Japan Alphadex Fun

ETFs
4.56K
+ 7.87%
$49.98 - $57.59 $228K - $262K
62.5K $3.42M
DUK
Duke Energy Corp

Utilities
3.25K
New
$105.87 - $121.97 $344K - $397K
3.25K $396K
TDIV
First Trust Nasdaq Technology

ETFs
3.82K
+ 141.51%
$73.39 - $83.95 $280K - $321K
6.52K $479K
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 22.44%
$114.1 - $135.66 $143K - $169K
6.81K $902K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.86K
New
$80.53 - $147.57 $150K - $275K
1.86K $246K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
169
New
$1187.71 - $1432.58 $201K - $242K
169 $242K
AZN
Astrazeneca PLC

Healthcare
2.91K
New
$65.37 - $77.96 $190K - $227K
2.91K $213K
CVS
Cvs Health Corp

Healthcare
3.12K
New
$44.22 - $68.64 $138K - $214K
3.12K $211K
MUB
Ishares National Muni Bond ETF

ETFs
1.96K
New
$104.71 - $107.69 $205K - $211K
1.96K $206K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.99K
New
$56.12 - $68.15 $168K - $204K
2.99K $203K
ABBV
Abb Vie Inc.

Healthcare
138
+ 5.15%
$169.2 - $216.66 $23.3K - $29.9K
2.82K $590K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39
+ 3.5%
$442.66 - $534.52 $17.3K - $20.8K
1.15K $614K
XOM
Exxon Mobil Corp

Energy
21
+ 0.22%
$105.44 - $118.93 $2.21K - $2.5K
9.46K $1.12M
JNJ
Johnson & Johnson

Healthcare
162
+ 4.92%
$142.06 - $167.7 $23K - $27.2K
3.45K $572K
NFLX
Netflix Inc

Communication Services
1
+ 0.05%
$828.4 - $1058.6 $828 - $1.06K
1.87K $1.74M
V
Visa Inc.

Financial Services
16
+ 0.89%
$306.92 - $362.71 $4.91K - $5.8K
1.81K $635K
PG
Procter & Gamble CO

Consumer Defensive
238
+ 2.52%
$158.56 - $176.26 $37.7K - $41.9K
9.67K $1.65M
UBER
Uber Technologies, Inc

Technology
195
+ 5.36%
$63.17 - $81.49 $12.3K - $15.9K
3.83K $279K
ABT
Abbott Laboratories

Healthcare
11
+ 0.37%
$111.1 - $140.22 $1.22K - $1.54K
3K $397K
FTA
First Tr Large Cap Value

ETFs
287
+ 0.21%
$74.42 - $80.34 $21.4K - $23.1K
134K $10.3M
MCK
Mckesson Corp

Healthcare
1
+ 0.28%
$566.21 - $672.99 $566 - $673
357 $240K
UNH
Unitedhealth Group Inc

Healthcare
33
+ 3.19%
$461.52 - $548.18 $15.2K - $18.1K
1.07K $559K
SLB
Schlumberger Limited

Energy
104
+ 1.58%
$38.4 - $43.74 $3.99K - $4.55K
6.68K $279K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 9.69%
$890.62 - $1076.86 $19.6K - $23.7K
249 $235K
HLN
Haleon PLC

Healthcare
1.17K
+ 9.6%
$9.02 - $10.67 $10.6K - $12.5K
13.4K $137K
PBRA
Petroleo Bras Ads (Ea Reptg 2
1.56K
+ 14.77%
N/A
12.1K $158K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
21
+ 0.5%
$128.74 - $138.67 $2.7K - $2.91K
4.18K $567K
UNP
Union Pacific Corp

Industrials
17
+ 1.0%
$225.21 - $254.42 $3.83K - $4.33K
1.72K $405K
MA
Mastercard Inc

Financial Services
7
+ 1.33%
$504.67 - $576.31 $3.53K - $4.03K
535 $293K
CMCSA
Comcast Corp

Communication Services
577
+ 2.62%
$33.19 - $38.23 $19.2K - $22.1K
22.6K $833K
CX
Cemex Sab De Cv

Basic Materials
776
+ 5.57%
$5.36 - $6.78 $4.16K - $5.26K
14.7K $82K
WBD
Warner Bros. Discovery, Inc.

Communication Services
11
+ 0.06%
$9.47 - $11.46 $104 - $126
17.3K $185K
First Tr Exchng Traded Fd Vi
63.4K
+ 56.69%
N/A
175K $0
PFE
Pfizer Inc

Healthcare
45
+ 0.5%
$25.01 - $27.13 $1.13K - $1.22K
9.1K $230K
PANW
Palo Alto Networks Inc

Technology
11
+ 0.94%
$167.82 - $208.28 $1.85K - $2.29K
1.18K $200K
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.5%
$411.73 - $482.1 $1.24K - $1.45K
603 $263K
META
Meta Platforms, Inc.

Communication Services
3
+ 0.2%
$576.36 - $736.67 $1.73K - $2.21K
1.5K $863K
CARR
Carrier Global Corp

Industrials
55
+ 1.09%
$62.07 - $70.55 $3.41K - $3.88K
5.09K $322K
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 1.17%
$551.42 - $612.93 $7.72K - $8.58K
1.21K $674K
CAT
Caterpillar Inc

Industrials
1
+ 0.13%
$326.75 - $407.63 $327 - $408
772 $254K
SHOP
Shopify Inc.

Technology
36
+ 1.21%
$90.59 - $129.31 $3.26K - $4.66K
3.02K $288K
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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