Olistico Wealth, LLC Purchases in Q1 2025

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
57
New
$51.52 - $52.37 $2.94K - $2.99K
57 $2.99M
CNQ
Canadian Natural Resources LTD

Energy
96
New
$26.72 - $32.74 $2.57K - $3.14K
96 $2.96M
EVRG
Evergy, Inc.

Utilities
41
New
$59.9 - $69.52 $2.46K - $2.85K
41 $2.83M
IEF
Ishares Barclays

ETFs
27
New
$91.17 - $95.39 $2.46K - $2.58K
27 $2.58M
IDEV
Ishares Core Msci Intl Develop

ETFs
30
New
$63.77 - $71.36 $1.91K - $2.14K
30 $2.07M
FTNT
Fortinet, Inc.

Technology
13
+ 3.13%
$92.49 - $114.57 $1.2K - $1.49K
429 $41.3M
SAP
Sap Se

Technology
6
New
$241.4 - $293.69 $1.45K - $1.76K
6 $1.61M
VGLT
Vanguard Long Term Treasury Et

ETFs
27
New
$53.99 - $58.43 $1.46K - $1.58K
27 $1.56M
MBB
Ishares Tr

ETFs
16
New
$90.37 - $94.08 $1.45K - $1.51K
16 $1.5M
WM
Waste Management Inc

Industrials
6
New
$200.54 - $233.78 $1.2K - $1.4K
6 $1.39M
RELX
Relx PLC

Communication Services
22
New
$45.34 - $51.91 $997 - $1.14K
22 $1.11M
FISV
Fiserv Inc

Technology
5
New
N/A
5 $1.1M
AER
Aer Cap Holdings N.V.

Industrials
10
New
$94.11 - $105.78 $941 - $1.06K
10 $1.02M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
20
New
$49.67 - $51.43 $993 - $1.03K
20 $1.02M
SCHO
Schwab Short Term Us Treasury

ETFs
41
New
$24.1 - $24.34 $988 - $998
41 $998K
SJNK
Spdr Bloomberg Short Term High

ETFs
39
New
$25.08 - $25.64 $978 - $1K
39 $981K
SONY
Sony Group Corp

Technology
36
New
$19.88 - $25.64 $716 - $923
36 $914K
RY
Royal Bank Of Canada

Financial Services
8
New
$108.81 - $123.4 $870 - $987
8 $902K
VRSK
Verisk Analytics, Inc.

Industrials
3
New
$268.63 - $301.33 $806 - $904
3 $893K
RACE
Ferrari N.V.

Consumer Cyclical
2
New
$413.73 - $508.15 $827 - $1.02K
2 $847K
CHK
Chesapeake Energy Corp

Energy
5
+ 20.83%
N/A
29 $3.23M
TTWO
Take Two Interactive Software Inc

Communication Services
4
New
$178.61 - $217.95 $714 - $872
4 $829K
NOW
Service Now, Inc.

Technology
1
New
$783.83 - $1170.39 $784 - $1.17K
1 $796K
NDAQ
Nasdaq, Inc.

Financial Services
9
New
$72.17 - $83.76 $650 - $754
9 $683K
CNXC
Concentrix Corp

Technology
12
New
$42.45 - $65.04 $509 - $780
12 $668K
SPG
Simon Property Group Inc

Real Estate
3
New
$159.48 - $187.78 $478 - $563
3 $498K
ZTS
Zoetis Inc.

Healthcare
3
New
$156.48 - $175.67 $469 - $527
3 $494K
AZN
Astrazeneca PLC

Healthcare
4
+ 19.05%
$65.37 - $77.96 $261 - $312
25 $1.84M
CRH.L
Crh PLC

Basic Materials
5
New
N/A
5 $440K
SRE
Sempra Energy

Utilities
6
New
$67.85 - $87.67 $407 - $526
6 $428K
SYK
Stryker Corp

Healthcare
1
New
$355.18 - $399.9 $355 - $400
1 $372K
HPE
Hewlett Packard Enterprise CO

Technology
57
+ 28.5%
$14.77 - $24.42 $842 - $1.39K
257 $3.97M
PEP
Pepsico Inc

Consumer Defensive
3
+ 0.24%
$142.64 - $156.42 $428 - $469
1.23K $184M
BWA
Borgwarner Inc

Consumer Cyclical
4
+ 0.37%
$27.78 - $32.9 $111 - $132
1.09K $31.2M
CMCSA
Comcast Corp

Communication Services
2
+ 0.02%
$33.19 - $38.23 $66.4 - $76.5
9.02K $333M
META
Meta Platforms, Inc.

Communication Services
3
+ 0.16%
$576.36 - $736.67 $1.73K - $2.21K
1.93K $1.11B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.52K
+ 8.04%
$33.98 - $39.84 $290K - $339K
114K $3.92B
WMT
Walmart Inc.

Consumer Defensive
6
+ 0.08%
$84.5 - $105.05 $507 - $630
7.91K $695M
ORCL
Oracle Corp

Technology
2
+ 0.26%
$139.81 - $186.47 $280 - $373
763 $107M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.09%
$524.81 - $672.19 $525 - $672
1.11K $608M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 19.25%
$154.33 - $206.19 $267K - $357K
10.7K $1.66B
AMD
Advanced Micro Devices Inc

Technology
4
+ 0.16%
$96.63 - $129.55 $387 - $518
2.57K $264M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
11
+ 0.48%
$507.05 - $563.67 $5.58K - $6.2K
2.29K $1.18B
DFAU
Dimensional ETF Tr

ETFs
61
+ 0.18%
$37.84 - $42.29 $2.31K - $2.58K
34.8K $1.34B
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.04%
$253.32 - $282.66 $507 - $565
5.48K $1.41B
AXP
American Express CO

Financial Services
94
+ 2.46%
$255.39 - $325.87 $24K - $30.6K
3.92K $1.05B
GOOG
Alphabet Inc.

Communication Services
297
+ 6.44%
$156.06 - $207.71 $46.3K - $61.7K
4.91K $767M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.09K
+ 4.74%
$102.49 - $119.96 $112K - $131K
24.2K $2.53B
VCR
Vanguard Consumer Discretionar

ETFs
54
+ 1.24%
$318.51 - $391.75 $17.2K - $21.2K
4.4K $1.43B
Activity Summary
Buys All Purchases 102 New Holdings 45 Increased Positions 57 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Olistico Wealth, LLC Portfolio

Follow Olistico Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email