Holistic Financial Partners has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $205 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $60.1M, Schwab Strategic Tr Intl Eqty with a value of $10.7M, First Tr Large Cap Value with a value of $10.4M, First Tr Value Line Divid Inde with a value of $9.43M, and First Trust Capital Strength E with a value of $9.28M.
Examining the 13F form we can see an increase of $17.3M in the current position value, from $188M to 205M.
Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.
Portfolio value
$205 Million
ETFs: $94.7 Million
Healthcare: $63.9 Million
Technology: $15.4 Million
Financial Services: $6.76 Million
Consumer Cyclical: $6.25 Million
Industrials: $5.92 Million
Communication Services: $5.15 Million
Consumer Defensive: $2.9 Million
Other: $4.23 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
