Olistico Wealth, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Billion distributed in 311 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $16.5B, Apple Inc. with a value of $15.7B, Vanguard Total Stock Market Et with a value of $13.4B, Vanguard Information Technolog with a value of $10.2B, and Vanguard Value ETF with a value of $7.91B.
Examining the 13F form we can see an increase of $8.32B in the current position value, from $164B to 172B.
Olistico Wealth, LLC is based out at Tulsa, OK
Below you can find more details about Olistico Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$172 Billion
ETFs: $90.8 Billion
Technology: $30.3 Billion
Consumer Cyclical: $9.11 Billion
Energy: $8.71 Billion
Financial Services: $7.06 Billion
Healthcare: $5.27 Billion
Industrials: $5 Billion
Communication Services: $4.82 Billion
Other: $7.87 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
