Olistico Wealth, LLC New Holdings in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLF
Financial Sector Spdr

ETFs
1.13K
New
$51.76 - $53.77 $58.6K - $60.9K
1.13K $62M
KMB
Kimberly Clark Corp

Consumer Defensive
600
New
$100.05 - $123.23 $60K - $73.9K
600 $60.5M
BOKF
Bok Financial Corp

Financial Services
500
New
$104.31 - $115.53 $52.2K - $57.8K
500 $59.2M
FDX
Fedex Corp

Industrials
205
New
$224.63 - $268.67 $46K - $55.1K
205 $59.2M
Unilever PLC Spon Adr New
888
New
N/A
888 $58.1M
BK
Bank Of New York Mellon Corp

Financial Services
500
New
$104.54 - $112.64 $52.3K - $56.3K
500 $58M
XLE
Energy Sector Spdr

ETFs
1.29K
New
$85.22 - $92.02 $110K - $119K
1.29K $57.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
119
New
$482.23 - $557.53 $57.4K - $66.3K
119 $55.8M
EMB
Ishares Tr

ETFs
576
New
$94.63 - $97.03 $54.5K - $55.9K
576 $55.5M
CGMS
Capital Grp Core Plus Income E
1.96K
New
N/A
1.96K $54.1M
USB
Us Bancorp \De\

Financial Services
1K
New
$45.28 - $48.26 $45.3K - $48.3K
1K $53.4M
RF
Regions Financial Corp

Financial Services
1.94K
New
$23.35 - $26.39 $45.3K - $51.2K
1.94K $52.6M
DFAX
Dimensional ETF Tr
1.57K
New
$30.71 - $32.34 $48.1K - $50.6K
1.57K $51.3M
XLV
Select Sector Spdr Fund Health

ETFs
330
New
$141.95 - $152.82 $46.8K - $50.4K
330 $51.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.41K
New
$20.77 - $20.97 $50.1K - $50.5K
2.41K $50.6M
BWA
Borgwarner Inc

Consumer Cyclical
1.1K
New
$41.21 - $46.01 $45.4K - $50.7K
1.1K $49.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
200
New
$237.56 - $271.47 $47.5K - $54.3K
200 $49.4M
DIS
Walt Disney CO

Communication Services
421
New
$105.69 - $116.65 $44.5K - $49.1K
421 $47.9M
MO
Altria Group, Inc.

Consumer Defensive
816
New
$56.38 - $66.65 $46K - $54.4K
816 $47.1M
SBUX
Starbucks Corp

Consumer Cyclical
550
New
$78.46 - $87.26 $43.2K - $48K
550 $46.3M
NVO
Novo Nordisk A S

Healthcare
901
New
$45.68 - $59.65 $41.2K - $53.7K
901 $45.8M
Te Connectivity PLC Ord Shs
200
New
N/A
200 $45.5M
ILCB
Ishares Morningstar U.S. Equit

ETFs
480
New
$90.64 - $95.28 $43.5K - $45.7K
480 $45.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
121
New
$325.34 - $368.61 $39.4K - $44.6K
121 $43.6M
CTVA
Corteva, Inc.

Basic Materials
648
New
$61.0 - $66.48 $39.5K - $43.1K
648 $43.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
768
New
$55.57 - $63.17 $42.7K - $48.5K
768 $41.3M
NTRS
Northern Trust Corp

Financial Services
300
New
$124.57 - $133.24 $37.4K - $40K
300 $41M
CNP
Centerpoint Energy Inc

Utilities
1.06K
New
$38.17 - $40.22 $40.4K - $42.6K
1.06K $40.6M
Arista Networks Inc Com Shs
305
New
N/A
305 $40M
ICLN
Ishares

ETFs
2.41K
New
$15.78 - $18.1 $38.1K - $43.7K
2.41K $39.6M
WEC
Wec Energy Group, Inc.

Utilities
372
New
$110.61 - $117.5 $41.1K - $43.7K
372 $39.2M
CMI
Cummins Inc

Industrials
76
New
$407.98 - $484.34 $31K - $36.8K
76 $38.9M
DUK
Duke Energy Corp

Utilities
326
New
$121.57 - $129.03 $39.6K - $42.1K
326 $38.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
372
New
$96.34 - $98.02 $35.8K - $36.5K
372 $36.2M
IOO
Ishares Tr Global 100 ETF

ETFs
276
New
$118.15 - $126.87 $32.6K - $35K
276 $35M
FTNT
Fortinet, Inc.

Technology
429
New
$80.54 - $87.52 $34.6K - $37.5K
429 $34.1M
AI
C3.Ai, Inc.

Technology
2.5K
New
$14.07 - $19.66 $35.2K - $49.2K
2.5K $33.7M
EOG
Eog Resources Inc

Energy
314
New
$105.0 - $111.92 $33K - $35.1K
314 $33M
AMGN
Amgen Inc

Healthcare
100
New
$290.13 - $341.71 $29K - $34.2K
100 $32.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
784
New
$34.69 - $82.16 $27.2K - $64.4K
784 $31.5M
FE
Firstenergy Corp

Utilities
700
New
$45.46 - $47.69 $31.8K - $33.4K
700 $31.3M
Caris Life Sciences Inc Com
1.15K
New
N/A
1.15K $31.1M
DVN
Devon Energy Corp

Energy
841
New
$31.74 - $35.84 $26.7K - $30.1K
841 $30.8M
COF
Capital One Financial Corp

Financial Services
124
New
$201.01 - $225.01 $24.9K - $27.9K
124 $30.1M
FFIN
First Financial Bankshares Inc

Financial Services
989
New
$30.64 - $33.74 $30.3K - $33.4K
989 $29.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.11K
New
$26.75 - $27.15 $29.8K - $30.2K
1.11K $29.5M
SBR
Sabine Royalty Trust

Energy
427
New
$66.97 - $79.48 $28.6K - $33.9K
427 $29.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
50
New
$524.58 - $588.02 $26.2K - $29.4K
50 $29M
CMCSA
Comcast Corp

Communication Services
961
New
$26.98 - $31.09 $25.9K - $29.9K
961 $28.7M
Activity Summary
Buys All Purchases 278 New Holdings 244 Increased Positions 34 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 1
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