Holos Integrated Wealth LLC has filed its 13F form on August 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 314 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Ex Td Viii Ft Cboe Ve with a value of $17.1B, First Tr ETF Viii Tcw Unconstr with a value of $13.3B, Blue Buffalo Pet Products, Inc. with a value of $12.9B, First Tr Tactical High Yield L with a value of $7.5B, and Legacy Ed Inc Com with a value of $7.31B.
Examining the 13F form we can see an increase of $6.2B in the current position value, from $146B to 153B.
Also it can be appreciated an additional of 9 stocks purchases and 8 closed positions.
Holos Integrated Wealth LLC is based out at Kennett Square, PA
Below you can find more details about Holos Integrated Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$153 Billion
ETFs: $102 Billion
Consumer Defensive: $13.6 Billion
Technology: $4.61 Billion
Industrials: $2.2 Billion
Financial Services: $1.76 Billion
Healthcare: $1.74 Billion
Consumer Cyclical: $1.62 Billion
Utilities: $1.37 Billion
Other: $2.66 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
