Olistico Wealth, LLC Incresed Positions in Q2 2025

Olistico Wealth, LLC

  • $180 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MS
Morgan Stanley

Financial Services
200
+ 129.87%
$99.83 - $140.86 $20K - $28.2K
354 $49.9M
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
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
FE
Firstenergy Corp

Utilities
600
+ 120.0%
$38.31 - $43.17 $23K - $25.9K
1.1K $44.3M
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
VTWO
Vanguard Russell 2000 ETF

ETFs
20
+ 0.7%
$70.56 - $87.22 $1.41K - $1.74K
2.87K $250M
F
Ford Motor CO

Consumer Cyclical
1.5K
+ 75.0%
$8.69 - $10.85 $13K - $16.3K
3.5K $38M
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
CGMS
Capital Grp Core Plus Income E
309
+ 18.86%
N/A
1.95K $53.8M
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
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
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
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
VUSB
Vanguard Bd Index Fds
97
+ 22.66%
N/A
525 $26.2M
Arista Networks Inc Com Shs
14
+ 11.11%
N/A
140 $14.3M
AZN
Astrazeneca PLC

Healthcare
65
+ 260.0%
$64.87 - $75.0 $4.22K - $4.88K
90 $6.29M
ICLN
Ishares

ETFs
27
+ 1.14%
$10.56 - $13.31 $285 - $359
2.39K $31.4M
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
YUM
Yum Brands Inc

Consumer Cyclical
30
+ 27.78%
$138.36 - $161.45 $4.15K - $4.84K
138 $20.4M
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
MBB
Ishares Tr

ETFs
17
+ 106.25%
$91.41 - $94.22 $1.55K - $1.6K
33 $3.1M
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
WBD
Warner Bros. Discovery, Inc.

Communication Services
74
+ 18.14%
$7.69 - $11.46 $569 - $848
482 $5.52M
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
Track This Portfolio

Track Olistico Wealth, LLC Portfolio

Follow Olistico Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Olistico Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Olistico Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email