Holistic Financial Partners has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $185 Million distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $52.8M, Schwab Strategic Tr Intl Eqty with a value of $10.7M, First Tr Large Cap Value with a value of $10.1M, First Tr Value Line Divid Inde with a value of $8.88M, and Ishares Russell 1000 Gr ETF with a value of $7.91M.
Examining the 13F form we can see an increase of $19M in the current position value, from $166M to 185M.
Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.
Portfolio value
$185 Million
ETFs: $82.9 Million
Healthcare: $57.4 Million
Technology: $14.4 Million
Financial Services: $6.58 Million
Consumer Cyclical: $6.38 Million
Industrials: $5.59 Million
Communication Services: $4.75 Million
Consumer Defensive: $2.69 Million
Other: $4.37 Million
Stock Holdings Table Market Cap. of $200 Billions or more