Holistic Financial Partners New Holdings in Q3 2025

Holistic Financial Partners

Stock	Shares change	Price Range	Shares Held
PLTR Palantir Technologies Inc. Technology	1.61K New	$130.68 - $186.97 $210K - $301K	1.61K $293K
DTE Dte Energy CO Utilities	2.05K New	$130.26 - $141.49 $267K - $290K	2.05K $290K
PEP Pepsico Inc Consumer Defensive	2.06K New	$133.81 - $152.16 $275K - $313K	2.06K $289K
TJX Tjx Companies Inc Consumer Cyclical	1.94K New	$121.35 - $144.54 $236K - $281K	1.94K $280K
TMO Thermo Fisher Scientific Inc. Healthcare	549 New	$404.94 - $499.99 $222K - $274K	549 $266K
ADI Analog Devices Inc Technology	1.06K New	$220.68 - $255.63 $233K - $270K	1.06K $259K
GLW Corning Inc Technology	3.03K New	$51.6 - $82.03 $156K - $248K	3.03K $248K
LHX L3 Harris Technologies, Inc. Industrials	711 New	$252.18 - $305.41 $179K - $217K	711 $217K
SLV I Shares Silver Trust ETFs	5.07K New	$32.73 - $42.5 $166K - $215K	5.07K $214K
XLF Financial Sector Spdr ETFs	3.8K New	$51.37 - $54.25 $195K - $206K	3.8K $204K
SRE Sempra Energy Utilities	2.27K New	$74.14 - $89.98 $168K - $204K	2.27K $204K
VIG Vanguard Dividend Appreciation ETFs	931 New	N/A	931 $169K

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