Olistico Wealth, LLC Portfolio Holdings

Olistico Wealth, LLC

  • $162 Billion
  • Q1 2025

Olistico Wealth, LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $162 Billion distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $15.1B, Vanguard Total Stock Market Et with a value of $13.1B, Apple Inc. with a value of $13B, Vanguard Information Technolog with a value of $9.05B, and Vanguard Value ETF with a value of $7.94B.

Examining the 13F form we can see an decrease of $10.2B in the current position value, from $172B to 162B.

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 $162 Billion
ETFs: $87.4 Billion
Technology: $25.7 Billion
Energy: $8.53 Billion
Consumer Cyclical: $8.5 Billion
Financial Services: $7.23 Billion
Healthcare: $5.93 Billion
Consumer Defensive: $4.78 Billion
Communication Services: $4.67 Billion
Other: $6.01 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$102 Million 0.06% of portfolio
7,734
Q1 2025 Reduced 7.93%
$0
$15.3 Million 0.01% of portfolio
1,019
Q2 2024 New
$0
$7.96 Million 0.0% of portfolio
620
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $162 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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