Olistico Wealth, LLC Incresed Positions in Q2 2025

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
3.66K
+ 9.48%
$329.49 - $438.4 $1.21M - $1.6M
42.3K $18.5B
NVDA
Nvidia Corp

Technology
1.15K
+ 2.74%
$94.31 - $157.99 $108K - $181K
43K $6.79B
VGT
Vanguard Information Technolog

ETFs
437
+ 2.69%
$470.37 - $663.28 $206K - $290K
16.7K $11.1B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
58.9K
+ 292.74%
$24.32 - $27.87 $1.43M - $1.64M
79K $2.09B
VTI
Vanguard Total Stock Market Et

ETFs
2.27K
+ 4.94%
$243.75 - $303.93 $553K - $689K
48.2K $14.6B
CGGR
Capital Group Growth ETF Shs C

ETFs
16.7K
+ 14.61%
$30.53 - $40.65 $511K - $680K
131K $5.33B
AVGO
Broadcom Inc.

Technology
695
+ 6.46%
$146.29 - $275.65 $102K - $192K
11.5K $3.16B
CGXU
Capital Group Intl Focus Equit

ETFs
38.8K
+ 43.82%
$21.44 - $27.35 $831K - $1.06M
127K $3.45B
CGDV
Capital Group Divid Value ETF

ETFs
11.1K
+ 6.78%
$31.93 - $39.49 $355K - $439K
175K $6.92B
MSFT
Microsoft Corp

Technology
113
+ 1.51%
$354.56 - $497.45 $40.1K - $56.2K
7.61K $3.78B
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 38.12%
$74.01 - $144.25 $134K - $261K
6.55K $892M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.28K
+ 13.56%
$90.56 - $109.49 $297K - $359K
27.5K $3B
META
Meta Platforms, Inc.

Communication Services
193
+ 9.98%
$484.66 - $738.09 $93.5K - $142K
2.13K $1.57B
GS
Goldman Sachs Group Inc

Financial Services
368
+ 33.09%
$462.22 - $707.75 $170K - $260K
1.48K $1.05B
JPM
Jpmorgan Chase & CO

Financial Services
600
+ 11.14%
$210.28 - $289.91 $126K - $174K
5.99K $1.74B
CAT
Caterpillar Inc

Industrials
705
+ 46.08%
$273.94 - $388.21 $193K - $274K
2.24K $868M
AXP
American Express CO

Financial Services
508
+ 12.96%
$231.39 - $318.98 $118K - $162K
4.43K $1.41B
GOOGL
Alphabet Inc.

Communication Services
615
+ 5.74%
$144.7 - $178.6 $89K - $110K
11.3K $2B
CGUS
Capital Group Core Equity ETF
12
+ 0.02%
$29.93 - $36.93 $359 - $443
68.3K $2.52B
IBM
International Business Machines Corp

Technology
70
+ 1.72%
$221.03 - $294.78 $15.5K - $20.6K
4.14K $1.22B
C
Citigroup Inc

Financial Services
2.3K
+ 938.78%
$58.13 - $85.12 $134K - $196K
2.55K $217M
TSLA
Tesla, Inc.

Consumer Cyclical
580
+ 1137.25%
$221.86 - $362.89 $129K - $210K
631 $200M
ACN
Accenture PLC

Technology
631
+ 81.95%
$279.23 - $323.21 $176K - $204K
1.4K $419M
RTX
Raytheon Technologies Corp

Industrials
736
+ 17.9%
$113.75 - $148.48 $83.7K - $109K
4.85K $708M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.32K
+ 209.78%
$53.65 - $67.02 $124K - $155K
3.42K $229M
V
Visa Inc.

Financial Services
416
+ 14.03%
$308.27 - $373.31 $128K - $155K
3.38K $1.2B
NEE
Nextera Energy Inc

Utilities
2.03K
+ 655.34%
$64.11 - $75.0 $130K - $152K
2.33K $162M
SNOW
Snowflake Inc.

Technology
570
+ 640.45%
$130.53 - $223.77 $74.4K - $128K
659 $147M
XLI
Industrial Sector Spdr

ETFs
20
+ 0.27%
$116.42 - $147.52 $2.33K - $2.95K
7.38K $1.09B
ORCL
Oracle Corp

Technology
261
+ 34.21%
$122.82 - $218.63 $32.1K - $57.1K
1.02K $224M
LMT
Lockheed Martin Corp

Industrials
200
+ 19.46%
$430.82 - $486.45 $86.2K - $97.3K
1.23K $569M
Linde PLC Shs
220
+ 32.84%
N/A
890 $418M
WMT
Walmart Inc.

Consumer Defensive
45
+ 0.57%
$81.79 - $99.98 $3.68K - $4.5K
7.96K $778M
COST
Costco Wholesale Corp

Consumer Defensive
6
+ 0.34%
$908.13 - $1056.85 $5.45K - $6.34K
1.76K $1.74B
CGGO
Capital Group Global Growth Eq

ETFs
1
+ 0.0%
$25.31 - $32.17 $25.3 - $32.2
22.6K $722M
CSCO
Cisco Systems, Inc.

Technology
769
+ 30.78%
$53.19 - $69.38 $40.9K - $53.4K
3.27K $227M
COP
Conocophillips

Energy
853
+ 317.1%
$82.66 - $106.1 $70.5K - $90.5K
1.12K $101M
T
At&T Inc.

Communication Services
2.32K
+ 43.79%
$26.33 - $28.94 $61K - $67.1K
7.61K $220M
TXN
Texas Instruments Inc

Technology
10
+ 0.47%
N/A
2.13K $443M
PM
Philip Morris International Inc.

Consumer Defensive
291
+ 86.09%
$149.23 - $184.95 $43.4K - $53.8K
629 $115M
EPD
Enterprise Products Partners L.P.

Energy
4.84K
+ 16.82%
$28.95 - $34.22 $140K - $166K
33.6K $1.04B
PSX
Phillips 66

Energy
480
+ 192.77%
$92.87 - $125.73 $44.6K - $60.4K
729 $87M
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.02%
$103.16 - $128.52 $103 - $129
4.13K $531M
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
XLK
Technology Sector Spdr

ETFs
6
+ 0.64%
$179.73 - $253.23 $1.08K - $1.52K
942 $239M
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
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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