Olistico Wealth, LLC New Holdings in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
50
New
$429.59 - $576.2 $21.5K - $28.8K
50 $28.3M
WPC
W. P. Carey Inc.

Real Estate
435
New
$65.26 - $69.2 $28.4K - $30.1K
435 $28M
MS
Morgan Stanley

Financial Services
154
New
$151.86 - $169.92 $23.4K - $26.2K
154 $27.3M
TRGP
Targa Resources Corp.

Energy
146
New
$146.3 - $173.23 $21.4K - $25.3K
146 $26.9M
F
Ford Motor CO

Consumer Cyclical
2K
New
$11.41 - $13.84 $22.8K - $27.7K
2K $26.2M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
300
New
$80.91 - $83.82 $24.3K - $25.1K
300 $24.8M
VUSB
Vanguard Bd Index Fds
497
New
N/A
497 $24.8M
GPC
Genuine Parts CO

Consumer Cyclical
201
New
$122.69 - $140.39 $24.7K - $28.2K
201 $24.8M
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
1.47K
New
$16.42 - $16.84 $24.1K - $24.7K
1.47K $24.2M
JCI
Johnson Controls International PLC

Industrials
200
New
$105.55 - $122.66 $21.1K - $24.5K
200 $24M
AMT
American Tower Corp

Real Estate
133
New
$176.64 - $193.32 $23.5K - $25.7K
133 $23.4M
CVS
Cvs Health Corp

Healthcare
290
New
$76.69 - $83.04 $22.2K - $24.1K
290 $23M
XLB
Select Sector Spdr Fd Material

ETFs
484
New
$84.72 - $89.9 $41K - $43.5K
484 $21.9M
NXPI
Nxp Semiconductors N.V.

Technology
100
New
$197.1 - $231.42 $19.7K - $23.1K
100 $21.7M
FITB
Fifth Third Bancorp

Financial Services
453
New
$40.36 - $44.41 $18.3K - $20.1K
453 $21.2M
CARR
Carrier Global Corp

Industrials
400
New
$54.1 - $60.75 $21.6K - $24.3K
400 $21.1M
YUM
Yum Brands Inc

Consumer Cyclical
138
New
$138.21 - $153.19 $19.1K - $21.1K
138 $20.9M
CEG
Constellation Energy Corp

Utilities
59
New
$335.74 - $401.43 $19.8K - $23.7K
59 $20.8M
DOW
Dow Inc.

Basic Materials
883
New
$20.65 - $25.73 $18.2K - $22.7K
883 $20.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
98
New
$160.66 - $181.39 $15.7K - $17.8K
98 $20.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
211
New
$87.55 - $91.32 $18.5K - $19.3K
211 $19.5M
SHOP
Shopify Inc.

Technology
120
New
$146.04 - $179.01 $17.5K - $21.5K
120 $19.3M
XEL
Xcel Energy Inc

Utilities
261
New
$79.6 - $81.85 $20.8K - $21.4K
261 $19.3M
QDF
Flexshares Quality Dividend In

ETFs
225
New
$77.18 - $81.1 $17.4K - $18.2K
225 $18.2M
OTIS
Otis Worldwide Corp

Industrials
200
New
$88.77 - $93.38 $17.8K - $18.7K
200 $17.5M
MDT
Medtronic PLC

Healthcare
180
New
$90.06 - $98.43 $16.2K - $17.7K
180 $17.3M
APO
Apollo Global Management, Inc.

Financial Services
115
New
$118.22 - $133.75 $13.6K - $15.4K
115 $16.6M
TPL
Texas Pacific Land Corp

Energy
57
New
$889.25 - $1022.65 $50.7K - $58.3K
57 $16.4M
IR
Ingersoll Rand Inc.

Industrials
201
New
$75.47 - $84.18 $15.2K - $16.9K
201 $15.9M
OGS
One Gas, Inc.

Utilities
200
New
$79.33 - $83.18 $15.9K - $16.6K
200 $15.5M
Lam Research Corp Com New
90
New
N/A
90 $15.4M
PSX
Phillips 66

Energy
119
New
$126.76 - $142.32 $15.1K - $16.9K
119 $15.4M
OXY
Occidental Petroleum Corp

Energy
370
New
$39.75 - $47.72 $14.7K - $17.7K
370 $15.2M
VAW
Vanguard Materials ETF

ETFs
73
New
$192.26 - $206.3 $14K - $15.1K
73 $15.2M
TFC
Truist Financial Corp

Financial Services
300
New
$41.09 - $45.64 $12.3K - $13.7K
300 $14.8M
HPS
John Hancock Preferred Income Fund Iii

Financial Services
1.02K
New
$15.03 - $15.65 $15.3K - $15.9K
1.02K $14.7M
TT
Trane Technologies PLC

Industrials
37
New
$408.5 - $448.65 $15.1K - $16.6K
37 $14.4M
HAL
Halliburton CO

Energy
500
New
$21.82 - $28.06 $10.9K - $14K
500 $14.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
86
New
$145.59 - $162.64 $12.5K - $14K
86 $13.9M
STX
Seagate Technology Holdings PLC

Technology
50
New
$211.63 - $293.99 $10.6K - $14.7K
50 $13.8M
PFE
Pfizer Inc

Healthcare
550
New
$24.23 - $27.37 $13.3K - $15.1K
550 $13.7M
KD
Kyndryl Holdings, Inc.

Technology
511
New
$25.59 - $30.63 $13.1K - $15.7K
511 $13.6M
Phinia Inc Common Stock
212
New
N/A
212 $13.3M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
502
New
$25.25 - $25.65 $12.7K - $12.9K
502 $13M
MP
Mp Materials Corp.

Basic Materials
252
New
$51.95 - $98.65 $13.1K - $24.9K
252 $12.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
20
New
$577.77 - $604.78 $11.6K - $12.1K
20 $12.1M
WBD
Warner Bros. Discovery, Inc.

Communication Services
408
New
$17.1 - $23.05 $6.98K - $9.4K
408 $11.8M
VFH
Vanguard Financial ETF

ETFs
88
New
$125.75 - $131.12 $11.1K - $11.5K
88 $11.7M
Super Micro Computer Inc Com New
400
New
N/A
400 $11.7M
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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