Holistic Financial Partners Portfolio Holdings
Holistic Financial Partners
- $222 Million
- Q2 2025
Holistic Financial Partners has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $222 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $53.1M, Schwab Strategic Tr Intl Eqty with a value of $11.8M, First Tr Value Line Divid Inde with a value of $11M, First Trust Capital Strength E with a value of $10.5M, and First Tr Large Cap Value with a value of $10.4M.
Examining the 13F form we can see an increase of $19M in the current position value, from $203M to 222M.
Below you can find more details about Holistic Financial Partners portfolio as well as his latest detailed transactions.
Portfolio value
$222 Million
ETFs: $113 Million
Healthcare: $56.9 Million
Technology: $17.7 Million
Financial Services: $9.07 Million
Communication Services: $7.02 Million
Industrials: $6.19 Million
Consumer Cyclical: $5.77 Million
Consumer Defensive: $2.71 Million
Other: $3.53 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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