Holistic Financial Partners Incresed Positions in Q3 2025

Holistic Financial Partners

  • $237 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.04K
+ 2.86%
$153.3 - $186.58 $159K - $193K
37.3K $6.96M
AAPL
Apple Inc.

Technology
814
+ 5.4%
$202.38 - $256.87 $165K - $209K
15.9K $4.05M
FTA
First Tr Large Cap Value

ETFs
1.83K
+ 1.39%
$78.13 - $83.78 $143K - $153K
134K $11.2M
FVD
First Tr Value Line Divid Inde

ETFs
5.4K
+ 2.2%
$44.73 - $46.86 $241K - $253K
251K $11.6M
TSLA
Tesla, Inc.

Consumer Cyclical
168
+ 4.2%
$293.94 - $444.72 $49.4K - $74.7K
4.17K $1.85M
FTCS
First Trust Capital Strength E

ETFs
2.41K
+ 2.09%
$89.72 - $93.74 $216K - $226K
118K $11M
AVGO
Broadcom Inc.

Technology
655
+ 11.87%
$264.74 - $369.57 $173K - $242K
6.17K $2.04M
FJP
First Trust Japan Alphadex Fun

ETFs
1.47K
+ 2.25%
$57.54 - $67.32 $84.7K - $99.1K
67K $4.37M
MSFT
Microsoft Corp

Technology
629
+ 12.28%
$491.09 - $535.64 $309K - $337K
5.75K $2.98M
JPM
Jpmorgan Chase & CO

Financial Services
125
+ 0.81%
$282.78 - $316.06 $35.3K - $39.5K
15.5K $4.88M
FBT
First Trust Nyse Arca Biotechn

ETFs
477
+ 2.66%
$159.46 - $180.52 $76.1K - $86.1K
18.4K $3.3M
QTEC
First Trust Nasdaq 100 Technol

ETFs
464
+ 2.65%
$208.95 - $229.72 $97K - $107K
18K $4.13M
FDN
First Tr Fd Dow Jones

ETFs
369
+ 1.44%
$264.06 - $287.34 $97.4K - $106K
26K $7.27M
IVV
Ishares Core S&P 500 ETF

ETFs
483
+ 69.9%
$620.67 - $670.08 $300K - $324K
1.17K $785K
GOOGL
Alphabet Inc.

Communication Services
199
+ 4.94%
$174.36 - $254.72 $34.7K - $50.7K
4.22K $1.03M
JNJ
Johnson & Johnson

Healthcare
342
+ 10.12%
$155.17 - $185.42 $53.1K - $63.4K
3.72K $690K
WFC
Wells Fargo & Company

Financial Services
1.88K
+ 65.56%
$77.05 - $85.16 $144K - $160K
4.74K $396K
UNH
Unitedhealth Group Inc

Healthcare
340
+ 25.28%
$237.77 - $353.61 $80.8K - $120K
1.69K $581K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1
+ 0.03%
$224.68 - $282.71 $225 - $283
3.05K $852K
ABBV
Abb Vie Inc.

Healthcare
156
+ 5.86%
$184.85 - $231.54 $28.8K - $36.1K
2.82K $652K
SHOP
Shopify Inc.

Technology
300
+ 9.93%
$112.11 - $157.12 $33.6K - $47.1K
3.32K $493K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 0.51%
$696.56 - $806.32 $5.57K - $6.45K
1.57K $1.25M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
113
+ 6.07%
$103.83 - $179.9 $11.7K - $20.3K
1.98K $352K
CAT
Caterpillar Inc

Industrials
99
+ 11.5%
$390.92 - $477.15 $38.7K - $47.2K
960 $458K
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 15.12%
$357.4 - $423.42 $61.1K - $72.4K
1.3K $527K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
372
+ 33.76%
$201.83 - $230.93 $75.1K - $85.9K
1.47K $327K
T
At&T Inc.

Communication Services
3.93K
+ 26.32%
$26.94 - $29.62 $106K - $116K
18.9K $532K
NEE
Nextera Energy Inc

Utilities
1.07K
+ 35.82%
$69.77 - $77.54 $74.9K - $83.3K
4.07K $307K
XOM
Exxon Mobil Corp

Energy
249
+ 2.47%
$105.83 - $117.22 $26.4K - $29.2K
10.3K $1.17M
META
Meta Platforms, Inc.

Communication Services
103
+ 7.12%
$695.21 - $791.73 $71.6K - $81.5K
1.55K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
638
+ 6.99%
$56.02 - $60.3 $35.7K - $38.5K
9.77K $585K
CVX
Chevron Corp

Energy
256
+ 12.4%
$145.57 - $161.83 $37.3K - $41.4K
2.32K $360K
CDNS
Cadence Design Systems Inc

Technology
62
+ 6.67%
$309.46 - $373.37 $19.2K - $23.1K
991 $348K
AZN
Astrazeneca PLC

Healthcare
376
+ 9.02%
$68.72 - $82.11 $25.8K - $30.9K
4.54K $348K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
63
+ 4.55%
$459.11 - $506.91 $28.9K - $31.9K
1.45K $728K
MRK
Merck & Co., Inc.

Healthcare
477
+ 18.52%
$77.6 - $87.37 $37K - $41.7K
3.05K $256K
SLB
Schlumberger Limited

Energy
1.37K
+ 21.19%
$32.37 - $37.31 $44.3K - $51K
7.83K $268K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
31
+ 1.22%
$89.32 - $107.82 $2.77K - $3.34K
2.56K $276K
MS
Morgan Stanley

Financial Services
70
+ 4.1%
$139.09 - $161.16 $9.74K - $11.3K
1.78K $282K
MCD
Mcdonalds Corp

Consumer Cyclical
90
+ 7.45%
$291.67 - $316.99 $26.3K - $28.5K
1.3K $394K
MDT
Medtronic PLC

Healthcare
109
+ 3.04%
$87.67 - $95.74 $9.56K - $10.4K
3.7K $352K
PNC
Pnc Financial Services Group, Inc.

Financial Services
61
+ 3.3%
$185.88 - $207.44 $11.3K - $12.7K
1.91K $383K
NI
Nisource Inc.

Utilities
29
+ 0.23%
$39.0 - $43.33 $1.13K - $1.26K
12.5K $540K
PFE
Pfizer Inc

Healthcare
853
+ 7.82%
$23.29 - $25.88 $19.9K - $22.1K
11.8K $299K
COF
Capital One Financial Corp

Financial Services
163
+ 15.64%
$207.29 - $229.74 $33.8K - $37.4K
1.21K $256K
CVS
Cvs Health Corp

Healthcare
133
+ 4.07%
$58.75 - $76.5 $7.81K - $10.2K
3.4K $256K
PWR
Quanta Services, Inc.

Industrials
6
+ 0.98%
$372.29 - $421.68 $2.23K - $2.53K
621 $257K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 0.29%
$36.04 - $38.78 $901 - $970
8.7K $335K
UBER
Uber Technologies, Inc

Technology
62
+ 1.59%
$86.91 - $99.57 $5.39K - $6.17K
3.96K $387K
Activity Summary
Buys All Purchases 80 New Holdings 12 Increased Positions 68 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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