Olistico Wealth, LLC Sells in Q1 2025

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.3K
- 6.85%
$209.68 - $247.1 $902K - $1.06M
58.4K $13B
VUG
Vanguard Growth ETF

ETFs
-1.7K
- 4.22%
$369.1 - $427.61 $628K - $728K
38.6K $15.1B
LNT
Alliant Energy Corp

Utilities
-21.1K
- 52.52%
$56.66 - $66.04 $1.2M - $1.4M
19.1K $1.23B
VGT
Vanguard Information Technolog

ETFs
-110
- 0.67%
$542.38 - $646.34 $59.7K - $71.1K
16.3K $9.05B
NVDA
Nvidia Corp

Technology
-174
- 0.41%
$106.98 - $149.43 $18.6K - $26K
41.9K $4.54B
OKE
Oneok Inc

Energy
-4.14K
- 9.92%
$89.57 - $109.85 $370K - $454K
37.5K $3.8B
IWP
Ishares Russell Mid Cap Growth

ETFs
-551
- 2.42%
$114.9 - $139.6 $63.3K - $76.9K
22.2K $2.61B
VTI
Vanguard Total Stock Market Et

ETFs
-262
- 0.57%
$271.18 - $303.12 $71K - $79.4K
45.9K $13.1B
APD
Air Products & Chemicals, Inc.

Basic Materials
-890
- 74.79%
$283.24 - $338.07 $252K - $301K
300 $88.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-163
- 3.35%
$551.42 - $612.93 $89.9K - $99.9K
4.7K $2.63B
VB
Vanguard Small Cap ETF

ETFs
-670
- 32.24%
$217.89 - $252.64 $146K - $169K
1.41K $312M
VO
Vanguard Mid Cap ETF

ETFs
-491
- 23.02%
$251.87 - $277.95 $124K - $136K
1.64K $425M
VHT
Vanguard Health Care ETF

ETFs
-750
- 13.66%
$254.06 - $273.83 $191K - $205K
4.74K $1.26B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.1K
- 2.07%
$32.42 - $36.13 $35.7K - $39.7K
52K $1.71B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-369
- 2.12%
$58.81 - $68.2 $21.7K - $25.2K
17K $1.02B
FDX
Fedex Corp

Industrials
-110
- 4.77%
$230.33 - $281.53 $25.3K - $31K
2.2K $535M
MU
Micron Technology Inc

Technology
-1.3K
- 92.07%
$86.89 - $109.38 $113K - $142K
112 $9.73M
CGUS
Capital Group Core Equity ETF
-1
- -0.0%
$33.08 - $36.62 $33.1 - $36.6
68.2K $2.28B
VXF
Vanguard Extended Market ETF

ETFs
-283
- 10.96%
$170.36 - $201.04 $48.2K - $56.9K
2.3K $396M
XLI
Industrial Sector Spdr

ETFs
-649
- 8.1%
$128.78 - $141.67 $83.6K - $91.9K
7.36K $965M
ADBE
Adobe Inc.

Technology
-148
- 34.18%
$377.84 - $464.11 $55.9K - $68.7K
285 $109M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-116
- 22.44%
$468.34 - $539.52 $54.3K - $62.6K
401 $188M
NVO
Novo Nordisk A S

Healthcare
-301
- 9.22%
$69.3 - $90.95 $20.9K - $27.4K
2.96K $206M
MRK
Merck & Co., Inc.

Healthcare
-141
- 2.27%
$83.01 - $101.02 $11.7K - $14.2K
6.06K $544M
SO
Southern CO

Utilities
-914
- 55.87%
$80.96 - $92.96 $74K - $85K
722 $66.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.01K
- 59.24%
$57.21 - $65.8 $57.8K - $66.5K
695 $40.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-483
- 17.43%
$82.81 - $92.93 $40K - $44.9K
2.29K $195M
XLY
Select Sector Spdr Consumer Di

ETFs
-1
- 0.06%
$192.6 - $233.2 $193 - $233
1.64K $324M
XOM
Exxon Mobil Corp

Energy
-1K
- 13.96%
$105.44 - $118.93 $105K - $119K
6.17K $733M
VIG
Vanguard Dividend Appreciation

ETFs
-166
- 12.7%
N/A
1.14K $221M
VTWO
Vanguard Russell 2000 ETF

ETFs
-44
- 1.52%
$80.08 - $92.93 $3.52K - $4.09K
2.85K $230M
HD
Home Depot, Inc.

Consumer Cyclical
-1
- 0.09%
$347.25 - $424.87 $347 - $425
1.17K $428M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.19%
$360.07 - $417.26 $360 - $417
516 $187M
CGGO
Capital Group Global Growth Eq

ETFs
-1
- -0.0%
$28.33 - $30.84 $28.3 - $30.8
22.6K $640M
VIS
Vanguard Industrial ETF

ETFs
-5
- 0.19%
$243.63 - $273.99 $1.22K - $1.37K
2.7K $668M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-666
- 7.93%
$13.21 - $14.63 $8.8K - $9.74K
7.73K $102M
ADSK
Autodesk, Inc.

Technology
-58
- 55.77%
N/A
46 $12M
CTVA
Corteva, Inc.

Basic Materials
-388
- 39.47%
$55.94 - $66.15 $21.7K - $25.7K
595 $37.4M
COP
Conocophillips

Energy
-201
- 42.77%
$88.6 - $105.85 $17.8K - $21.3K
269 $28.3M
TXN
Texas Instruments Inc

Technology
-1
- 0.05%
N/A
2.12K $382M
JPM
Jpmorgan Chase & CO

Financial Services
-190
- 3.41%
$225.19 - $279.95 $42.8K - $53.2K
5.39K $1.32B
MO
Altria Group, Inc.

Consumer Defensive
-300
- 31.95%
$50.81 - $60.02 $15.2K - $18K
639 $38.4M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-800
- 66.23%
$9.47 - $11.46 $7.58K - $9.17K
408 $4.38M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-201
- 15.01%
$408.78 - $448.82 $82.2K - $90.2K
1.14K $562M
YUM
Yum Brands Inc

Consumer Cyclical
-72
- 40.0%
$123.25 - $162.53 $8.87K - $11.7K
108 $17M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-10
- 28.57%
$522.96 - $601.18 $5.23K - $6.01K
25 $13.3M
VT
Vanguard Total World Stk Index

ETFs
-1
- 0.02%
$115.08 - $123.97 $115 - $124
4.13K $479M
IWS
Ishares Russell Midcap Value E

ETFs
-21
- 2.49%
$122.59 - $135.24 $2.57K - $2.84K
823 $104M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2
- 1.27%
$165.25 - $224.62 $331 - $449
155 $25.7M
Activity Summary
Buys All Purchases 102 New Holdings 45 Increased Positions 57 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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