Olistico Wealth, LLC Purchases in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
36K
New
$35.82 - $37.52 $1.29M - $1.35M
36K $1.37B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
30.2K
+ 32.69%
$26.44 - $27.53 $799K - $832K
123K $3.36B
DFAS
Dimensional ETF Tr U S Small C

ETFs
10.1K
+ 60.15%
$66.04 - $69.67 $665K - $701K
26.8K $1.87B
CGDV
Capital Group Divid Value ETF

ETFs
9.71K
+ 5.37%
$41.33 - $43.47 $401K - $422K
190K $8.31B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.3K
+ 85.27%
$55.75 - $58.83 $629K - $663K
24.5K $1.46B
VTV
Vanguard Value ETF

ETFs
1.65K
+ 3.74%
$182.87 - $189.72 $302K - $313K
45.7K $8.73B
CGGR
Capital Group Growth ETF Shs C

ETFs
9.7K
+ 7.27%
$43.04 - $45.68 $417K - $443K
143K $6.37B
NFLX
Netflix Inc

Communication Services
5.04K
New
$110.29 - $1241.35 $556K - $6.25M
5.04K $472M
VUG
Vanguard Growth ETF

ETFs
124
+ 0.29%
$470.44 - $504.26 $58.3K - $62.5K
42.6K $20.8B
VGT
Vanguard Information Technolog

ETFs
318
+ 1.92%
$736.33 - $801.52 $234K - $255K
16.8K $12.7B
AMZN
Amazon Com Inc

Consumer Cyclical
43
+ 0.16%
$213.04 - $254.0 $9.16K - $10.9K
27.4K $6.32B
AVGO
Broadcom Inc.

Technology
250
+ 2.2%
$324.63 - $385.98 $81.2K - $96.5K
11.6K $4.03B
NVDA
Nvidia Corp

Technology
1.24K
+ 2.74%
$179.83 - $207.04 $223K - $257K
46.4K $8.65B
PB
Prosperity Bancshares Inc

Financial Services
2.87K
New
$61.89 - $67.53 $178K - $194K
2.87K $198M
ABBV
Abb Vie Inc.

Healthcare
827
New
$211.96 - $244.38 $175K - $202K
827 $189M
NEE
Nextera Energy Inc

Utilities
2.35K
New
$78.18 - $86.03 $183K - $202K
2.35K $188M
GLW
Corning Inc

Technology
2.13K
New
$82.06 - $90.29 $175K - $192K
2.13K $186M
WMB
Williams Companies, Inc.

Energy
3.09K
New
$56.51 - $64.48 $175K - $199K
3.09K $186M
SNOW
Snowflake Inc.

Technology
769
New
$230.55 - $277.14 $177K - $213K
769 $169M
Vanguard Core Bond ETF
2.11K
New
N/A
2.11K $164M
GE
General Electric CO

Industrials
530
New
$291.49 - $314.28 $154K - $167K
530 $163M
CGCP
Capital Group Core Plus Income

ETFs
6.8K
New
$22.64 - $22.98 $154K - $156K
6.8K $154M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.16K
New
$46.96 - $49.73 $148K - $157K
3.16K $152M
CTRA
Coterra Energy Inc.

Energy
5.75K
New
$22.58 - $26.79 $130K - $154K
5.75K $151M
PEP
Pepsico Inc

Consumer Defensive
1.03K
New
$138.84 - $153.71 $144K - $159K
1.03K $148M
XOM
Exxon Mobil Corp

Energy
781
+ 11.02%
$110.64 - $119.78 $86.4K - $93.5K
7.87K $947M
AMD
Advanced Micro Devices Inc

Technology
5
+ 0.18%
$164.01 - $264.33 $820 - $1.32K
2.73K $584M
AEP
American Electric Power CO Inc

Utilities
1.18K
New
$112.75 - $122.73 $133K - $145K
1.18K $136M
GS
Goldman Sachs Group Inc

Financial Services
15
+ 1.01%
$744.6 - $838.97 $11.2K - $12.6K
1.5K $1.32B
VOT
Vanguard Mid Cap Growth Index

ETFs
475
New
$279.76 - $298.12 $133K - $142K
475 $133M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.91K
New
$25.85 - $27.19 $127K - $133K
4.91K $132M
AMAT
Applied Materials Inc

Technology
480
New
$209.95 - $240.89 $101K - $116K
480 $123M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.61K
New
$72.17 - $75.74 $116K - $122K
1.61K $122M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.05K
New
$110.25 - $112.92 $116K - $119K
1.05K $116M
HON
Honeywell International Inc

Industrials
571
New
$194.07 - $220.67 $111K - $126K
571 $111M
DAL
Delta Air Lines, Inc.

Industrials
1.58K
New
$55.65 - $62.32 $87.6K - $98.2K
1.58K $109M
UNP
Union Pacific Corp

Industrials
470
New
$216.37 - $237.41 $102K - $112K
470 $109M
VEA
Vanguard Ftse Developed Market

ETFs
1.71K
New
$59.18 - $62.09 $101K - $106K
1.71K $107M
IWM
Ishares Russell 2000 ETF

ETFs
423
New
$236.79 - $250.33 $100K - $106K
423 $104M
PFG
Principal Financial Group Inc

Financial Services
1.16K
New
$78.39 - $85.26 $90.8K - $98.7K
1.16K $102M
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.53%
$264.7 - $283.93 $4.76K - $5.11K
3.42K $983M
Ge Vernova Inc Com
153
New
N/A
153 $100M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.02K
New
$92.24 - $96.56 $94.4K - $98.8K
1.02K $98.2M
T
At&T Inc.

Communication Services
3.9K
New
$24.44 - $27.55 $95.2K - $107K
3.9K $96.8M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
6.4K
New
$14.07 - $14.56 $90K - $93.2K
6.4K $91.9M
BMO
Bank Of Montreal

Financial Services
700
New
$122.49 - $130.46 $85.7K - $91.3K
700 $90.9M
PM
Philip Morris International Inc.

Consumer Defensive
560
New
$144.33 - $160.86 $80.8K - $90.1K
560 $89.7M
CVX
Chevron Corp

Energy
625
+ 18.76%
$148.9 - $157.72 $93.1K - $98.6K
3.96K $603M
KLAC
Kla Corp

Technology
66
New
$982.75 - $1235.28 $64.9K - $81.5K
66 $79.8M
Activity Summary
Buys All Purchases 278 New Holdings 244 Increased Positions 34 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 1
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