Holistic Financial Partners Portfolio Holdings
Holistic Financial Partners
- $203 Million
- Q1 2025
Holistic Financial Partners has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $203 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 $56.8M, Schwab Strategic Tr Intl Eqty with a value of $10.6M, First Tr Value Line Divid Inde with a value of $10.3M, First Tr Large Cap Value with a value of $10.3M, and First Trust Capital Strength E with a value of $9.8M.
Examining the 13F form we can see an increase of $5.22M in the current position value, from $197M to 203M.
Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.
Portfolio value
$203 Million
ETFs: $97.3 Million
Healthcare: $61 Million
Technology: $14 Million
Financial Services: $7.02 Million
Consumer Cyclical: $5.78 Million
Communication Services: $5.65 Million
Industrials: $5.21 Million
Consumer Defensive: $2.65 Million
Other: $3.85 Million