Olistico Wealth, LLC Purchases and Sells in Q1 2025

Olistico Wealth, LLC

$162 Billion
Q1 2025

Top Buys

Incresed Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	16.7K + 11.32%	$34.95 - $37.36 $583K - $623K	164K $5.85B
SCHD	19K + 1699.11%	$27.01 - $28.54 $513K - $542K	20.1K $562M
LLY	203 + 6.03%	$725.72 - $929.72 $147K - $189K	3.57K $2.95B
CGXU	11K + 14.16%	$24.48 - $26.59 $269K - $292K	88.4K $2.17B
EPD	4.55K + 18.77%	$31.75 - $34.14 $144K - $155K	28.8K $983M
PFE	7.61K + 1522.0%	$25.01 - $27.13 $190K - $206K	8.11K $206M

New Holdings

45 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VPU	309 New	$161.24 - $173.33 $49.8K - $53.6K	309 $52.8M
VFH	431 New	$114.07 - $127.34 $49.2K - $54.9K	431 $51.5M
DAL	1.09K New	$43.6 - $69.06 $47.3K - $74.9K	1.09K $47.3M
VNQ	487 New	$85.55 - $94.34 $41.7K - $45.9K	487 $44.1M
VAW	223 New	$185.71 - $202.46 $41.4K - $45.1K	223 $42.1M
CVS	290 New	$44.22 - $68.64 $12.8K - $19.9K	290 $19.6M

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.3K - 6.85%	$209.68 - $247.1 $902K - $1.06M	58.4K $13B
VUG	-1.7K - 4.22%	$369.1 - $427.61 $628K - $728K	38.6K $15.1B
LNT	-21.1K - 52.52%	$56.66 - $66.04 $1.2M - $1.4M	19.1K $1.23B
VGT	-110 - 0.67%	$542.38 - $646.34 $59.7K - $71.1K	16.3K $9.05B
NVDA	-174 - 0.41%	$106.98 - $149.43 $18.6K - $26K	41.9K $4.54B
OKE	-4.14K - 9.92%	$89.57 - $109.85 $370K - $454K	37.5K $3.8B

Activity Summary All Purchases 102 New Holdings 45 Increased Positions 57 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.