Olistico Wealth, LLC Purchases in Q2 2025

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RF
Regions Financial Corp

Financial Services
2.19K
New
$18.34 - $23.52 $40.2K - $51.5K
2.19K $51.5M
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.04%
$150.43 - $192.71 $150 - $193
2.3K $443M
IEFA
Ishares Tr

ETFs
170
+ 4.1%
$67.83 - $84.09 $11.5K - $14.3K
4.32K $361M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 17.27%
$99.93 - $119.04 $106K - $127K
7.23K $779M
WPC
W. P. Carey Inc.

Real Estate
735
New
$56.12 - $64.53 $41.2K - $47.4K
735 $45.8M
XLK
Technology Sector Spdr

ETFs
6
+ 0.64%
$179.73 - $253.23 $1.08K - $1.52K
942 $239M
DFAX
Dimensional ETF Tr
1.54K
New
$23.37 - $29.39 $36K - $45.3K
1.54K $45.2M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.13%
$154.86 - $239.07 $155 - $239
789 $188M
GE
General Electric CO

Industrials
30
+ 6.0%
$166.81 - $257.39 $5K - $7.72K
530 $136M
LOW
Lowes Companies Inc

Consumer Cyclical
150
New
$210.83 - $235.28 $31.6K - $35.3K
150 $33.3M
DAL
Delta Air Lines, Inc.

Industrials
500
+ 46.08%
$35.88 - $52.99 $17.9K - $26.5K
1.59K $78M
DUK
Duke Energy Corp

Utilities
250
+ 96.15%
$112.46 - $124.05 $28.1K - $31K
510 $60.2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
201
+ 17.66%
$376.48 - $440.65 $75.7K - $88.6K
1.34K $590M
Caris Life Sciences Inc Com
1.03K
New
N/A
1.03K $27.6M
CGCP
Capital Group Core Plus Income

ETFs
1.09K
+ 20.46%
$21.92 - $22.56 $24K - $24.7K
6.44K $145M
Vanguard Core Bond ETF
311
+ 18.36%
N/A
2.01K $156M
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
1.47K
New
$15.82 - $16.65 $23.2K - $24.4K
1.47K $24.3M
FE
Firstenergy Corp

Utilities
600
+ 120.0%
$38.31 - $43.17 $23K - $25.9K
1.1K $44.3M
OGE
Oge Energy Corp.

Utilities
536
New
$42.23 - $46.38 $22.6K - $24.9K
536 $23.8M
VZ
Verizon Communications Inc

Communication Services
750
+ 15.42%
$41.67 - $45.62 $31.3K - $34.2K
5.62K $243M
COF
Capital One Financial Corp

Financial Services
101
+ 439.13%
$150.57 - $212.76 $15.2K - $21.5K
124 $26.4M
WY
Weyerhaeuser CO

Real Estate
831
New
$24.69 - $29.48 $20.5K - $24.5K
831 $21.3M
VTWO
Vanguard Russell 2000 ETF

ETFs
20
+ 0.7%
$70.56 - $87.22 $1.41K - $1.74K
2.87K $250M
SO
Southern CO

Utilities
200
+ 27.7%
$84.91 - $92.56 $17K - $18.5K
922 $84.7M
F
Ford Motor CO

Consumer Cyclical
1.5K
+ 75.0%
$8.69 - $10.85 $13K - $16.3K
3.5K $38M
Gsk PLC Sponsored Adr
454
New
N/A
454 $17.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
20
+ 51.28%
$321.63 - $509.31 $6.43K - $10.2K
59 $30M
NFLX
Netflix Inc

Communication Services
5
+ 23.81%
$855.86 - $1339.13 $4.28K - $6.7K
26 $34.8M
DVN
Devon Energy Corp

Energy
501
+ 201.2%
$26.8 - $37.92 $13.4K - $19K
750 $23.9M
CRM
Salesforce, Inc.

Technology
15
+ 0.92%
$236.26 - $291.15 $3.54K - $4.37K
1.64K $446M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.32K
+ 2315.0%
$114.78 - $133.31 $266K - $309K
2.42K $322M
NEEPRR
Nextera Energy Inc Corporate U
250
New
N/A
250 $9.94M
VGIT
Vanguard Intermediate Term Tre

ETFs
163
New
$58.63 - $59.9 $9.56K - $9.76K
163 $9.75M
CGMS
Capital Grp Core Plus Income E
309
+ 18.86%
N/A
1.95K $53.8M
IEMG
Ishares Inc

ETFs
150
New
N/A
150 $9.01M
DOW
Dow Inc.

Basic Materials
600
+ 72.29%
$25.81 - $34.89 $15.5K - $20.9K
1.43K $37.9M
BK
Bank Of New York Mellon Corp

Financial Services
57
+ 11.4%
$73.31 - $91.62 $4.18K - $5.22K
557 $50.7M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
397
+ 19.0%
$20.12 - $21.0 $7.99K - $8.34K
2.49K $52M
Super Micro Computer Inc Com New
100
+ 50.0%
N/A
300 $14.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
131
+ 655.0%
$49.73 - $51.44 $6.51K - $6.74K
151 $7.77M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
30
+ 166.67%
$225.56 - $335.19 $6.77K - $10.1K
48 $11.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
70
New
$83.97 - $92.85 $5.88K - $6.5K
70 $6.18M
VONV
Vanguard Russell 1000 Value Et

ETFs
67
+ 46.53%
$73.19 - $85.21 $4.9K - $5.71K
211 $18M
EMB
Ishares Tr

ETFs
51
+ 9.71%
$86.54 - $92.62 $4.41K - $4.72K
576 $53.3M
IYK
Ishares U.S. Consumer Staples

ETFs
81
+ 207.69%
$67.29 - $72.42 $5.45K - $5.87K
120 $8.46M
GILD
Gilead Sciences, Inc.

Healthcare
51
New
$96.91 - $113.0 $4.94K - $5.76K
51 $5.65M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
14
New
$299.15 - $396.54 $4.19K - $5.55K
14 $5.55M
BWA
Borgwarner Inc

Consumer Cyclical
4
+ 0.37%
$24.84 - $33.92 $99.4 - $136
1.09K $36.6M
APO
Apollo Global Management, Inc.

Financial Services
35
+ 43.75%
$108.68 - $145.07 $3.8K - $5.08K
115 $16.3M
Activity Summary
Buys All Purchases 166 New Holdings 50 Increased Positions 116 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 1
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