Holos Integrated Wealth LLC Closed Holding Positions

Holos Integrated Wealth LLC

  • $179 Billion
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
UL
Unilever PLC

Consumer Defensive
Q4 2025 Filed on Jan 05, 2026
78
$58.58 - $63.12 $4.57K - $4.92K
PLTR
Palantir Technologies Inc.

Technology
Q4 2025 Filed on Jan 05, 2026
414
$172.14 - $207.18 $71.3K - $85.8K
K
Kellogg CO

Consumer Defensive
Q4 2025 Filed on Jan 05, 2026
661
$82.46 - $83.34 $54.5K - $55.1K
IAU
Ishares Gold Trust

ETFs
Q4 2025 Filed on Jan 05, 2026
2,723
$72.65 - $82.5 $198K - $225K
Coreweave Inc Com Cl A
Q4 2025 Filed on Jan 05, 2026
310
N/A
ALE
Allete Inc

Utilities
Q4 2025 Filed on Jan 05, 2026
60
$66.69 - $67.54 $4K - $4.05K
NFLX
Netflix Inc

Communication Services
Q1 2025 Filed on Aug 08, 2025
12
$828.4 - $1058.6 $9.94K - $12.7K
MPLX
Mplx LP

Energy
Q1 2025 Filed on Aug 08, 2025
630
$47.88 - $54.65 $30.2K - $34.4K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2025 Filed on Aug 08, 2025
100
$30.38 - $34.94 $3.04K - $3.49K
Invesco Global Listed Private Equity ETF
Q1 2025 Filed on Aug 08, 2025
20
N/A
IEP
Icahn Enterprises L.P.

Industrials
Q1 2025 Filed on Aug 08, 2025
250
$8.87 - $10.43 $2.22K - $2.61K
BEN
Franklin Resources Inc

Financial Services
Q1 2025 Filed on Aug 08, 2025
451
$18.92 - $22.24 $8.53K - $10K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2025 Filed on Aug 08, 2025
351
$23.9 - $27.67 $8.39K - $9.71K
BHP
Bhp Group LTD

Basic Materials
Q1 2025 Filed on Aug 08, 2025
475
$48.18 - $52.11 $22.9K - $24.8K
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