Holistic Financial Partners Incresed Positions in Q4 2024

Holistic Financial Partners

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
2.3K
+ 18.78%
$221.69 - $259.02 $509K - $595K
14.5K $3.64M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
30.3K
+ 27.36%
$24.55 - $25.16 $744K - $763K
141K $3.48M
JPM
Jpmorgan Chase & CO

Financial Services
134
+ 0.87%
$205.18 - $250.29 $27.5K - $33.5K
15.6K $3.73M
NVDA
Nvidia Corp

Technology
87
+ 0.24%
$117.0 - $148.88 $10.2K - $13K
35.9K $4.82M
FJP
First Trust Japan Alphadex Fun

ETFs
5.91K
+ 11.37%
$50.22 - $54.42 $297K - $322K
57.9K $2.99M
FVD
First Tr Value Line Divid Inde

ETFs
11.7K
+ 5.64%
$43.4 - $46.7 $508K - $546K
219K $9.56M
GOOGL
Alphabet Inc.

Communication Services
73
+ 2.05%
$161.86 - $196.66 $11.8K - $14.4K
3.64K $689K
EQIX
Equinix Inc

Real Estate
57
+ 24.36%
$865.69 - $985.0 $49.3K - $56.1K
291 $274K
HON
Honeywell International Inc

Industrials
80
+ 5.89%
$202.84 - $236.0 $16.2K - $18.9K
1.44K $325K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
109
+ 10.85%
$442.29 - $483.08 $48.2K - $52.7K
1.11K $504K
MCD
Mcdonalds Corp

Consumer Cyclical
142
+ 11.49%
$288.47 - $316.54 $41K - $44.9K
1.38K $399K
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 1.19%
$567.81 - $607.81 $7.95K - $8.51K
1.19K $698K
MA
Mastercard Inc

Financial Services
4
+ 0.76%
$491.3 - $536.15 $1.97K - $2.14K
528 $278K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.13%
$178.39 - $215.0 $535 - $645
2.33K $448K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.18%
$471.27 - $550.62 $471 - $551
559 $291K
FTCS
First Trust Capital Strength E

ETFs
3.59K
+ 3.52%
$87.62 - $94.03 $315K - $338K
106K $9.29M
IWR
Ishares Russell Mid Cap ETF

ETFs
112
+ 2.43%
$87.25 - $95.52 $9.77K - $10.7K
4.71K $416K
SRE
Sempra Energy

Utilities
3
+ 0.12%
$80.81 - $94.77 $242 - $284
2.52K $221K
CX
Cemex Sab De Cv

Basic Materials
2.79K
+ 25.0%
$5.17 - $6.16 $14.4K - $17.2K
13.9K $78K
PG
Procter & Gamble CO

Consumer Defensive
363
+ 4.0%
$161.05 - $179.7 $58.5K - $65.2K
9.44K $1.58M
ETN
Eaton Corp PLC

Industrials
27
+ 2.04%
$326.96 - $377.52 $8.83K - $10.2K
1.35K $447K
ACN
Accenture PLC

Technology
17
+ 2.23%
$343.9 - $376.86 $5.85K - $6.41K
778 $273K
UNH
Unitedhealth Group Inc

Healthcare
149
+ 16.82%
$485.52 - $625.25 $72.3K - $93.2K
1.04K $523K
HLN
Haleon PLC

Healthcare
1.52K
+ 14.2%
$9.23 - $10.71 $14K - $16.3K
12.2K $116K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25
+ 0.29%
$33.92 - $36.6 $848 - $915
8.67K $299K
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.47K
+ 100.14%
$25.33 - $51.16 $164K - $331K
12.9K $334K
Te Connectivity PLC
55
+ 3.67%
N/A
1.55K $0
First Tr Exchng Traded Fd Vi
25.7K
+ 29.89%
N/A
112K $0
Ishares Bitcoin Trust ETF
14
+ 0.22%
N/A
6.35K $0
ABT
Abbott Laboratories

Healthcare
24
+ 0.81%
$111.93 - $119.39 $2.69K - $2.87K
2.99K $337K
HD
Home Depot, Inc.

Consumer Cyclical
53
+ 4.16%
$385.02 - $431.37 $20.4K - $22.9K
1.33K $516K
IBM
International Business Machines Corp

Technology
14
+ 0.41%
$204.9 - $238.04 $2.87K - $3.33K
3.46K $761K
UNP
Union Pacific Corp

Industrials
113
+ 7.13%
$223.15 - $249.32 $25.2K - $28.2K
1.7K $387K
CSX
Csx Corp

Industrials
122
+ 1.49%
$31.58 - $36.88 $3.85K - $4.5K
8.31K $268K
CAT
Caterpillar Inc

Industrials
2
+ 0.26%
$360.37 - $416.88 $721 - $834
771 $279K
MRK
Merck & Co., Inc.

Healthcare
339
+ 7.96%
$96.31 - $114.76 $32.6K - $38.9K
4.6K $457K
MDT
Medtronic PLC

Healthcare
151
+ 3.84%
$79.61 - $92.24 $12K - $13.9K
4.09K $326K
RTX
Raytheon Technologies Corp

Industrials
8
+ 0.14%
$114.45 - $127.21 $916 - $1.02K
5.57K $643K
PLD
Prologis, Inc.

Real Estate
68
+ 3.71%
$101.4 - $126.96 $6.9K - $8.63K
1.9K $200K
UBER
Uber Technologies, Inc

Technology
285
+ 8.5%
$59.93 - $86.34 $17.1K - $24.6K
3.64K $219K
XOM
Exxon Mobil Corp

Energy
479
+ 5.35%
$105.51 - $125.37 $50.5K - $60.1K
9.44K $1.02M
NEE
Nextera Energy Inc

Utilities
212
+ 5.48%
$69.77 - $85.43 $14.8K - $18.1K
4.08K $292K
EFA
Ishares Tr Msci Eafe ETF

ETFs
224
+ 1.92%
$75.1 - $82.99 $16.8K - $18.6K
11.9K $901K
FTA
First Tr Large Cap Value

ETFs
2.86K
+ 2.18%
$75.21 - $83.49 $215K - $239K
134K $10.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
279K
+ 107.7%
$18.41 - $40.87 $5.14M - $11.4M
538K $9.96M
Activity Summary
Buys All Purchases 57 New Holdings 11 Increased Positions 46 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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