Holistic Financial Partners Portfolio Holdings
Holistic Financial Partners
- $185 Million
- Q1 2024
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.
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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