Olistico Wealth, LLC Incresed Positions in Q3 2024

Olistico Wealth, LLC

  • $164 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.88K
+ 4.61%
$255.18 - $283.2 $479K - $532K
42.6K $12.1B
CGDV
Capital Group Divid Value ETF

ETFs
19.5K
+ 16.98%
$32.96 - $36.48 $644K - $713K
135K $4.91B
CGGR
Capital Group Growth ETF Shs C

ETFs
25.6K
+ 35.68%
$30.71 - $34.79 $787K - $892K
97.5K $3.39B
OKE
Oneok Inc

Energy
1.94K
+ 4.97%
$78.62 - $95.27 $152K - $185K
41K $3.73B
VGT
Vanguard Information Technolog

ETFs
591
+ 3.86%
$514.43 - $606.85 $304K - $359K
15.9K $9.33B
IWP
Ishares Russell Mid Cap Growth

ETFs
2.78K
+ 14.65%
$103.87 - $117.59 $288K - $326K
21.7K $2.55B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
+ 8.77%
$105.53 - $118.34 $184K - $207K
21.7K $2.54B
IBM
International Business Machines Corp

Technology
1.03K
+ 45.25%
$175.1 - $223.38 $179K - $229K
3.29K $727M
MCD
Mcdonalds Corp

Consumer Cyclical
400
+ 9.74%
$245.82 - $304.51 $98.3K - $122K
4.51K $1.37B
NVDA
Nvidia Corp

Technology
2.91K
+ 7.49%
$98.91 - $134.91 $288K - $392K
41.8K $5.07B
AXP
American Express CO

Financial Services
211
+ 5.94%
$225.92 - $271.17 $47.7K - $57.2K
3.76K $1.02B
CGUS
Capital Group Core Equity ETF
10
+ 0.01%
$31.19 - $34.33 $312 - $343
68.2K $2.34B
LMT
Lockheed Martin Corp

Industrials
4
+ 0.39%
$460.3 - $584.56 $1.84K - $2.34K
1.03K $601M
XLI
Industrial Sector Spdr

ETFs
39
+ 0.49%
$120.56 - $135.44 $4.7K - $5.28K
7.98K $1.08B
SYY
Sysco Corp

Consumer Defensive
1.33K
+ 101.92%
$69.16 - $78.98 $91.6K - $105K
2.63K $205M
GS
Goldman Sachs Group Inc

Financial Services
112
+ 11.21%
$459.02 - $510.25 $51.4K - $57.1K
1.11K $550M
APD
Air Products & Chemicals, Inc.

Basic Materials
200
+ 22.47%
$247.34 - $300.11 $49.5K - $60K
1.09K $325M
KO
Coca Cola CO

Consumer Defensive
29
+ 0.28%
$62.69 - $73.01 $1.82K - $2.12K
10.4K $750M
CB
Chubb LTD

Financial Services
200
+ 22.5%
$252.51 - $292.2 $50.5K - $58.4K
1.09K $314M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 1.03%
$333.64 - $405.2 $4K - $4.86K
1.17K $475M
VV
Vanguard Large Cap ETF

ETFs
2
+ 0.04%
$236.92 - $263.4 $474 - $527
5.47K $1.44B
Vanguard Core Bond ETF
771
+ 135.5%
N/A
1.34K $106M
CGCP
Capital Group Core Plus Income

ETFs
2.61K
+ 135.01%
$22.12 - $23.31 $57.7K - $60.8K
4.54K $105M
VDC
Vanguard Consumer Staples ETF

ETFs
98
+ 4.03%
$201.77 - $221.32 $19.8K - $21.7K
2.53K $553M
UNH
Unitedhealth Group Inc

Healthcare
7
+ 1.17%
$488.01 - $604.18 $3.42K - $4.23K
607 $355M
ACN
Accenture PLC

Technology
15
+ 1.99%
$295.44 - $355.81 $4.43K - $5.34K
769 $272M
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 1.1%
$64.35 - $75.71 $3.22K - $3.79K
4.61K $340M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.05%
$214.77 - $237.72 $215 - $238
2.08K $492M
ORCL
Oracle Corp

Technology
36
+ 4.97%
$125.9 - $170.35 $4.53K - $6.13K
761 $130M
SOXX
Ishares Semiconductor ETF

ETFs
160
+ 25.52%
$199.29 - $265.49 $31.9K - $42.5K
787 $182M
CGMS
Capital Grp Core Plus Income E
822
+ 149.45%
N/A
1.37K $38.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.06K
+ 151.57%
$20.69 - $21.17 $22K - $22.5K
1.77K $37.1M
AVGO
Broadcom Inc.

Technology
9.46K
+ 839.88%
$136.27 - $1745.86 $1.29M - $16.5M
10.6K $1.83B
XOM
Exxon Mobil Corp

Energy
17
+ 0.24%
$109.72 - $119.0 $1.87K - $2.02K
7.17K $840M
CGGO
Capital Group Global Growth Eq

ETFs
28
+ 0.12%
$27.25 - $30.52 $763 - $855
22.6K $681M
VEA
Vanguard Ftse Developed Market

ETFs
208
+ 13.87%
$47.6 - $53.31 $9.9K - $11.1K
1.71K $90.2M
VUSB
Vanguard Bd Index Fds
218
+ 152.45%
N/A
361 $18M
PFG
Principal Financial Group Inc

Financial Services
9
+ 0.82%
$72.94 - $87.46 $656 - $787
1.11K $95M
PEP
Pepsico Inc

Consumer Defensive
1
+ 0.08%
$161.9 - $179.3 $162 - $179
1.23K $209M
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 55.56%
$416.14 - $494.01 $4.16K - $4.94K
28 $13.8M
BWA
Borgwarner Inc

Consumer Cyclical
3
+ 0.28%
$31.19 - $36.75 $93.6 - $110
1.08K $39.3M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4
+ 1.09%
$77.02 - $85.06 $308 - $340
370 $31.3M
UPS
United Parcel Service Inc

Industrials
11
+ 14.67%
$123.32 - $147.38 $1.36K - $1.62K
86 $11.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
3
+ 9.68%
$194.66 - $225.97 $584 - $678
34 $7.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.84%
$211.47 - $281.27 $211 - $281
120 $29.5M
DVN
Devon Energy Corp

Energy
1
+ 0.4%
$37.87 - $48.65 $37.9 - $48.7
248 $9.71M
BA
Boeing CO

Industrials
15
+ 5.26%
$152.04 - $190.6 $2.28K - $2.86K
300 $45.6M
EOG
Eog Resources Inc

Energy
32
+ 0.91%
$117.9 - $132.65 $3.77K - $4.24K
3.56K $437M
MU
Micron Technology Inc

Technology
5
+ 0.36%
$86.27 - $136.82 $431 - $684
1.38K $143M
Activity Summary
Buys All Purchases 75 New Holdings 22 Increased Positions 53 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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