Olistico Wealth, LLC Purchases in Q2 2025

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOD
Vodafone Group Public LTD CO

Communication Services
500
New
$8.19 - $10.66 $4.09K - $5.33K
500 $5.33M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.12%
$110.58 - $132.14 $111 - $132
824 $109M
USB
Us Bancorp \De\

Financial Services
43
+ 4.3%
$36.4 - $45.76 $1.57K - $1.97K
1.04K $47.2M
MPLX
Mplx LP

Energy
96
New
$46.68 - $53.89 $4.48K - $5.17K
96 $4.95M
VUSB
Vanguard Bd Index Fds
97
+ 22.66%
N/A
525 $26.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
44
New
$82.51 - $109.2 $3.63K - $4.8K
44 $4.81M
Arista Networks Inc Com Shs
14
+ 11.11%
N/A
140 $14.3M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
50
New
$90.21 - $112.66 $4.51K - $5.63K
50 $4.56M
ORI
Old Republic International Corp

Financial Services
116
New
$35.25 - $39.79 $4.09K - $4.62K
116 $4.46M
AZN
Astrazeneca PLC

Healthcare
65
+ 260.0%
$64.87 - $75.0 $4.22K - $4.88K
90 $6.29M
PAYX
Paychex Inc

Industrials
29
New
$137.01 - $159.78 $3.97K - $4.63K
29 $4.22M
BP
Bp PLC

Energy
140
New
$26.11 - $33.81 $3.66K - $4.73K
140 $4.19M
JEF
Jefferies Financial Group Inc.

Financial Services
71
New
$41.06 - $56.09 $2.92K - $3.98K
71 $3.88M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
127
+ 33.87%
$23.19 - $25.35 $2.95K - $3.22K
502 $12.7M
HAL
Halliburton CO

Energy
200
+ 200.0%
$19.26 - $25.7 $3.85K - $5.14K
300 $6.11M
IAU
Ishares Gold Trust

ETFs
57
New
$56.1 - $64.74 $3.2K - $3.69K
57 $3.56M
YUM
Yum Brands Inc

Consumer Cyclical
30
+ 27.78%
$138.36 - $161.45 $4.15K - $4.84K
138 $20.4M
EWBC
East West Bancorp Inc

Financial Services
34
New
$71.03 - $101.75 $2.42K - $3.46K
34 $3.43M
EXC
Exelon Corp

Utilities
67
New
$42.2 - $47.37 $2.83K - $3.17K
67 $2.91M
ET
Energy Transfer LP

Energy
1.56K
+ 2.78%
$15.65 - $18.93 $24.5K - $29.6K
57.7K $1.05B
RY
Royal Bank Of Canada

Financial Services
18
+ 225.0%
$108.36 - $131.55 $1.95K - $2.37K
26 $3.42M
CNQ
Canadian Natural Resources LTD

Energy
76
+ 79.17%
$25.14 - $34.01 $1.91K - $2.58K
172 $5.4M
DFAI
Dimensional ETF Tr

ETFs
2
+ 0.29%
$28.02 - $34.71 $56 - $69.4
699 $24.2M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
94
New
$22.66 - $26.12 $2.13K - $2.46K
94 $2.3M
HST
Host Hotels & Resorts, Inc.

Real Estate
137
New
$12.7 - $16.07 $1.74K - $2.2K
137 $2.1M
LAMR
Lamar Advertising CO

Real Estate
17
New
$102.35 - $121.67 $1.74K - $2.07K
17 $2.06M
ETR
Entergy Corp

Utilities
24
New
$79.01 - $86.61 $1.9K - $2.08K
24 $2M
NTR
Nutrien Ltd.

Basic Materials
34
New
$46.88 - $62.89 $1.59K - $2.14K
34 $1.98M
VTHR
Vanguard Russell 3000 ETF

ETFs
6
New
$218.71 - $272.75 $1.31K - $1.64K
6 $1.64M
MBB
Ishares Tr

ETFs
17
+ 106.25%
$91.41 - $94.22 $1.55K - $1.6K
33 $3.1M
Net Lease Office Properties Com
49
New
N/A
49 $1.6M
CMS
Cms Energy Corp

Utilities
23
New
$68.57 - $75.51 $1.58K - $1.74K
23 $1.59M
VGSH
Vanguard

ETFs
27
New
$58.32 - $58.95 $1.57K - $1.59K
27 $1.59M
CAG
Conagra Brands Inc.

Consumer Defensive
63
New
$20.4 - $26.78 $1.29K - $1.69K
63 $1.29M
CHK
Chesapeake Energy Corp

Energy
9
+ 31.03%
N/A
38 $4.44M
CMI
Cummins Inc

Industrials
1
+ 1.33%
$267.12 - $336.65 $267 - $337
76 $24.7M
RHI
Robert Half International Inc.

Industrials
29
New
$40.31 - $54.71 $1.17K - $1.59K
29 $1.19M
STAG
Stag Industrial, Inc.

Real Estate
32
New
$30.08 - $37.02 $963 - $1.18K
32 $1.16M
WBD
Warner Bros. Discovery, Inc.

Communication Services
74
+ 18.14%
$7.69 - $11.46 $569 - $848
482 $5.52M
TTE
Total Energies Se

Energy
18
New
N/A
18 $1.11M
HLN
Haleon PLC

Healthcare
100
New
$9.27 - $11.41 $927 - $1.14K
100 $1.04M
EIX
Edison International

Utilities
19
New
$48.32 - $59.92 $918 - $1.14K
19 $980K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3
New
$160.22 - $209.35 $481 - $628
3 $628K
MBLY
Mobileye Global Inc.
30
New
$11.77 - $18.44 $353 - $553
30 $539K
BTU
Peabody Energy Corp

Energy
39
New
$10.31 - $15.28 $402 - $596
39 $523K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 3.57%
$86.93 - $109.64 $86.9 - $110
29 $3.14M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.09%
$335.24 - $380.78 $335 - $381
1.17K $428M
VTRS
Viatris Inc

Healthcare
9
+ 37.5%
$7.26 - $9.12 $65.3 - $82.1
33 $295K
SHEL
Shell PLC

Energy
1
+ 2.27%
$59.75 - $73.05 $59.8 - $73.1
45 $3.15M
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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