Olistico Wealth, LLC Incresed Positions in Q4 2024

Olistico Wealth, LLC

  • $172 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
2.45K
+ 6.48%
$378.79 - $428.11 $929K - $1.05M
40.3K $16.5B
AAPL
Apple Inc.

Technology
1.08K
+ 1.75%
$221.69 - $259.02 $239K - $279K
62.7K $15.7B
VTI
Vanguard Total Stock Market Et

ETFs
3.56K
+ 8.35%
$280.04 - $302.45 $996K - $1.08M
46.2K $13.4B
AMZN
Amazon Com Inc

Consumer Cyclical
17
+ 0.06%
$180.88 - $232.93 $3.07K - $3.96K
26.6K $5.83B
VGT
Vanguard Information Technolog

ETFs
466
+ 2.93%
$571.78 - $647.97 $266K - $302K
16.4K $10.2B
NVDA
Nvidia Corp

Technology
268
+ 0.64%
$117.0 - $148.88 $31.4K - $39.9K
42K $5.64B
CGGR
Capital Group Growth ETF Shs C

ETFs
8.48K
+ 8.7%
$34.49 - $39.24 $293K - $333K
106K $3.94B
OKE
Oneok Inc

Energy
721
+ 1.76%
$92.28 - $117.05 $66.5K - $84.4K
41.7K $4.18B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.06K
+ 4.88%
$116.4 - $138.52 $123K - $147K
22.8K $2.89B
GOOGL
Alphabet Inc.

Communication Services
746
+ 9.06%
$161.86 - $196.66 $121K - $147K
8.98K $1.7B
CGDV
Capital Group Divid Value ETF

ETFs
12.7K
+ 9.43%
$35.16 - $37.12 $446K - $471K
147K $5.2B
ET
Energy Transfer LP

Energy
123
+ 0.22%
$16.05 - $19.86 $1.97K - $2.44K
56.1K $1.1B
SPY
Spdr S&P 500 ETF Trust

ETFs
196
+ 4.2%
$567.81 - $607.81 $111K - $119K
4.87K $2.85B
META
Meta Platforms, Inc.

Communication Services
256
+ 15.29%
$554.08 - $632.68 $142K - $162K
1.93K $1.13B
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.04%
$205.18 - $250.29 $410 - $501
5.58K $1.34B
VCR
Vanguard Consumer Discretionar

ETFs
11
+ 0.25%
$328.51 - $401.37 $3.61K - $4.42K
4.35K $1.63B
DVY
Ishares Tr

ETFs
1.2K
+ 168.3%
$129.55 - $143.41 $155K - $172K
1.91K $251M
V
Visa Inc.

Financial Services
1
+ 0.03%
$273.87 - $320.91 $274 - $321
3.03K $959M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.4K
+ 6.45%
$113.92 - $127.38 $159K - $178K
23.1K $2.66B
CGXU
Capital Group Intl Focus Equit

ETFs
11.1K
+ 16.75%
$24.67 - $26.94 $274K - $299K
77.5K $1.91B
AXP
American Express CO

Financial Services
62
+ 1.65%
$267.35 - $305.57 $16.6K - $18.9K
3.83K $1.14B
CRM
Salesforce, Inc.

Technology
50
+ 3.18%
$270.87 - $367.87 $13.5K - $18.4K
1.62K $542M
PB
Prosperity Bancshares Inc

Financial Services
1.39K
+ 93.53%
$70.04 - $85.07 $97.2K - $118K
2.87K $216M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.02%
$163.08 - $198.16 $163 - $198
4.61K $878M
IBM
International Business Machines Corp

Technology
450
+ 13.68%
$204.9 - $238.04 $92.2K - $107K
3.74K $822M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
201
+ 17.66%
$417.69 - $450.94 $84K - $90.6K
1.34K $570M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.04%
$63.31 - $82.85 $127 - $166
5.38K $398M
CGUS
Capital Group Core Equity ETF
25
+ 0.04%
$33.96 - $36.24 $849 - $906
68.2K $2.39B
SBUX
Starbucks Corp

Consumer Cyclical
520
+ 193.31%
$87.44 - $102.5 $45.5K - $53.3K
789 $72M
DIS
Walt Disney CO

Communication Services
9
+ 0.33%
$92.39 - $117.6 $832 - $1.06K
2.71K $301M
MSFT
Microsoft Corp

Technology
232
+ 3.61%
$406.35 - $454.46 $94.3K - $105K
6.66K $2.81B
VV
Vanguard Large Cap ETF

ETFs
4
+ 0.07%
$260.27 - $280.65 $1.04K - $1.12K
5.48K $1.48B
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.04%
$179.17 - $207.15 $179 - $207
2.58K $490M
APD
Air Products & Chemicals, Inc.

Basic Materials
100
+ 9.17%
$285.5 - $335.62 $28.6K - $33.6K
1.19K $345M
TSLA
Tesla, Inc.

Consumer Cyclical
38
+ 292.31%
$213.65 - $479.86 $8.12K - $18.2K
51 $20.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.19%
$370.24 - $418.94 $370 - $419
517 $207M
VB
Vanguard Small Cap ETF

ETFs
3
+ 0.14%
$233.76 - $261.58 $701 - $785
2.08K $499M
C
Citigroup Inc

Financial Services
42
+ 20.69%
$61.31 - $72.5 $2.58K - $3.05K
245 $17.2M
T
At&T Inc.

Communication Services
1
+ 0.02%
$21.22 - $23.88 $21.2 - $23.9
5.29K $121M
EMPR
Empire Petroleum Corporation

Energy
1
+ 0.06%
N/A
1.65K $12.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.01%
$63.58 - $71.15 $63.6 - $71.2
17.4K $1.13B
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.27K
+ 200.0%
$22.4 - $68.28 $73.2K - $223K
4.91K $114M
CMI
Cummins Inc

Industrials
1
+ 1.35%
$324.93 - $383.42 $325 - $383
75 $26M
DFUS
Dimensional ETF Tr U S Equity

ETFs
4
+ 0.36%
$61.52 - $66.5 $246 - $266
1.1K $70.4M
IWR
Ishares Russell Mid Cap ETF

ETFs
4
+ 0.14%
$87.25 - $95.52 $349 - $382
2.77K $245M
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
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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