Olistico Wealth, LLC Purchases in Q4 2024

Olistico Wealth, LLC

  • $172 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
4
+ 0.36%
$61.52 - $66.5 $246 - $266
1.1K $70.4M
Ershares Private Public Crossover ETF
100
New
N/A
100 $1.8M
SNOW
Snowflake Inc.

Technology
8
New
$109.65 - $186.51 $877 - $1.49K
8 $1.24M
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.14%
$87.25 - $95.52 $349 - $382
2.77K $245M
PINS
Pinterest, Inc.

Communication Services
35
New
$28.24 - $34.15 $988 - $1.2K
35 $1.02M
OC
Owens Corning

Industrials
5
New
$169.41 - $210.81 $847 - $1.05K
5 $852K
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.05%
$261.5 - $284.63 $262 - $285
2.13K $563M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
4
+ 3.33%
$238.25 - $261.28 $953 - $1.05K
124 $30M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
592
+ 200.68%
$22.01 - $66.82 $13K - $39.6K
887 $20.1M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 3.57%
$100.18 - $109.1 $100 - $109
29 $2.99M
Canoo Inc Com
63
New
N/A
63 $89K
SHEL
Shell PLC

Energy
1
+ 2.27%
$60.63 - $70.23 $60.6 - $70.2
45 $2.81M
PRU
Prudential Financial Inc

Financial Services
1
+ 1.49%
$114.59 - $129.52 $115 - $130
68 $8.03M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.3%
$118.38 - $133.06 $118 - $133
338 $40.7M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
748
+ 202.16%
$26.93 - $84.95 $20.1K - $63.5K
1.12K $30.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
824
+ 200.0%
$25.79 - $80.4 $21.3K - $66.2K
1.24K $32.2M
EOG
Eog Resources Inc

Energy
2
+ 0.06%
$118.22 - $136.54 $236 - $273
3.56K $436M
ACN
Accenture PLC

Technology
1
+ 0.13%
$343.9 - $376.86 $344 - $377
770 $271M
DVN
Devon Energy Corp

Energy
1
+ 0.4%
$30.52 - $42.96 $30.5 - $43
249 $8.14M
COP
Conocophillips

Energy
6
+ 1.29%
$95.12 - $114.72 $571 - $688
470 $46.6M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.12%
$128.08 - $140.32 $128 - $140
844 $109M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.15%
N/A
1.31K $256M
SHW
Sherwin Williams CO

Basic Materials
1
+ 1.45%
$338.75 - $399.71 $339 - $400
70 $23.6M
BWA
Borgwarner Inc

Consumer Cyclical
4
+ 0.37%
$31.48 - $35.49 $126 - $142
1.09K $34.5M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.32%
$136.28 - $154.74 $136 - $155
310 $42.6M
ICLN
Ishares

ETFs
24
+ 1.02%
$11.35 - $14.51 $272 - $348
2.37K $26.9M
CVX
Chevron Corp

Energy
1
+ 0.03%
$141.15 - $162.53 $141 - $163
3.49K $506M
PFG
Principal Financial Group Inc

Financial Services
11
+ 0.99%
$74.91 - $91.26 $824 - $1K
1.12K $86.4M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$117.09 - $123.07 $117 - $123
4.13K $485M
KLAC
Kla Corp

Technology
1
+ 1.56%
$614.46 - $829.55 $614 - $830
65 $41M
SO
Southern CO

Utilities
36
+ 2.25%
$81.5 - $94.15 $2.93K - $3.39K
1.64K $135M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.13%
$211.27 - $239.8 $211 - $240
788 $170M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.13%
$164.99 - $203.87 $165 - $204
797 $142M
CGGO
Capital Group Global Growth Eq

ETFs
19
+ 0.08%
$29.21 - $30.67 $555 - $583
22.6K $660M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.08%
$151.29 - $176.1 $151 - $176
1.23K $187M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.02%
$114.45 - $127.21 $114 - $127
4.11K $476M
MU
Micron Technology Inc

Technology
35
+ 2.54%
$84.16 - $113.41 $2.95K - $3.97K
1.41K $119M
XLI
Industrial Sector Spdr

ETFs
32
+ 0.4%
$131.76 - $143.99 $4.22K - $4.61K
8.01K $1.06B
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.08K
+ 55.34%
$25.74 - $53.78 $27.7K - $58K
3.03K $78.2M
ADBE
Adobe Inc.

Technology
2
+ 0.46%
$437.39 - $552.96 $875 - $1.11K
433 $193M
CMCSA
Comcast Corp

Communication Services
2
+ 0.02%
$37.39 - $45.14 $74.8 - $90.3
9.02K $339M
TXN
Texas Instruments Inc

Technology
1
+ 0.05%
N/A
2.12K $398M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.02%
$288.47 - $316.54 $288 - $317
4.51K $1.31B
Activity Summary
Buys All Purchases 94 New Holdings 12 Increased Positions 82 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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