Holistic Financial Partners has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $197 Million distributed in 123 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $52.3M, First Tr Large Cap Value with a value of $10.2M, Schwab Strategic Tr Intl Eqty with a value of $9.96M, First Tr Value Line Divid Inde with a value of $9.56M, and First Trust Capital Strength E with a value of $9.29M.
Examining the 13F form we can see an decrease of $7.87M in the current position value, from $205M to 197M.
Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.
Portfolio value
$197 Million
ETFs: $93.3 Million
Healthcare: $55.7 Million
Technology: $17.1 Million
Financial Services: $6.96 Million
Consumer Cyclical: $6.92 Million
Communication Services: $5.59 Million
Industrials: $5.38 Million
Consumer Defensive: $2.4 Million
Other: $3.92 Million
Stock Holdings Table Market Cap. of $200 Billions or more
