Olistico Wealth, LLC Reduced Holdings in Q3 2025

Olistico Wealth, LLC

  • $189 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VHT
Vanguard Health Care ETF

ETFs
-1.21K
- 26.21%
$239.12 - $259.95 $289K - $314K
3.4K $882M
LLY
Eli Lilly & CO

Healthcare
-106
- 4.23%
$625.65 - $812.69 $66.3K - $86.1K
2.4K $1.83B
PG
Procter & Gamble CO

Consumer Defensive
-582
- 16.28%
$150.47 - $161.22 $87.6K - $93.8K
2.99K $460M
ACN
Accenture PLC

Technology
-45
- 3.21%
$232.56 - $304.78 $10.5K - $13.7K
1.36K $334M
TXN
Texas Instruments Inc

Technology
-42
- 1.97%
N/A
2.09K $384M
VDC
Vanguard Consumer Staples ETF

ETFs
-216
- 10.12%
$212.64 - $225.25 $45.9K - $48.7K
1.92K $410M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1K
- 10.6%
$70.77 - $73.59 $71K - $73.8K
8.46K $620M
KO
Coca Cola CO

Consumer Defensive
-89
- 0.85%
$65.67 - $71.67 $5.84K - $6.38K
10.4K $689M
IWP
Ishares Russell Mid Cap Growth

ETFs
-596
- 6.32%
$137.51 - $145.26 $82K - $86.6K
8.84K $1.26B
VZ
Verizon Communications Inc

Communication Services
-750
- 13.36%
$40.84 - $45.06 $30.6K - $33.8K
4.87K $214M
CSCO
Cisco Systems, Inc.

Technology
-262
- 8.02%
$66.2 - $71.79 $17.3K - $18.8K
3.01K $206M
IWR
Ishares Russell Mid Cap ETF

ETFs
-177
- 7.75%
$92.26 - $97.51 $16.3K - $17.3K
2.11K $204M
SPYG
Spdr Portfolio

ETFs
-292
- 8.5%
$94.33 - $105.31 $27.5K - $30.8K
3.15K $329M
XLK
Technology Sector Spdr

ETFs
-90
- 9.55%
$250.97 - $282.66 $22.6K - $25.4K
852 $240M
VB
Vanguard Small Cap ETF

ETFs
-75
- 5.33%
$237.58 - $259.17 $17.8K - $19.4K
1.33K $339M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-55
- 4.11%
$435.72 - $463.74 $24K - $25.5K
1.28K $595M
EPD
Enterprise Products Partners L.P.

Energy
-82
- 0.24%
$30.74 - $32.14 $2.52K - $2.64K
33.6K $1.05B
UNH
Unitedhealth Group Inc

Healthcare
-33
- 5.16%
$237.77 - $353.61 $7.85K - $11.7K
606 $209M
DVY
Ishares Tr

ETFs
-45
- 2.36%
$133.88 - $142.57 $6.02K - $6.42K
1.86K $265M
VO
Vanguard Mid Cap ETF

ETFs
-21
- 1.31%
$279.83 - $293.74 $5.88K - $6.17K
1.59K $466M
XOM
Exxon Mobil Corp

Energy
-143
- 1.98%
$105.83 - $117.22 $15.1K - $16.8K
7.09K $799M
SOXX
Ishares Semiconductor ETF

ETFs
-4
- 0.51%
$236.93 - $271.12 $948 - $1.08K
785 $213M
CVX
Chevron Corp

Energy
-88
- 2.57%
$145.57 - $161.83 $12.8K - $14.2K
3.33K $517M
XLY
Select Sector Spdr Consumer Di

ETFs
-16
- 0.98%
$216.09 - $242.18 $3.46K - $3.87K
1.62K $389M
CAT
Caterpillar Inc

Industrials
-328
- 14.68%
$390.92 - $477.15 $128K - $157K
1.91K $910M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.34%
$357.4 - $423.42 $1.43K - $1.69K
1.16K $471M
JNJ
Johnson & Johnson

Healthcare
-28
- 1.42%
$155.17 - $185.42 $4.34K - $5.19K
1.95K $361M
CASY
Caseys General Stores Inc

Consumer Cyclical
-25
- 1.55%
$494.52 - $565.32 $12.4K - $14.1K
1.59K $898M
VCR
Vanguard Consumer Discretionar

ETFs
-70
- 1.64%
$359.61 - $401.35 $25.2K - $28.1K
4.2K $1.66B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-345
- 0.7%
$36.04 - $38.78 $12.4K - $13.4K
49.1K $1.89B
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 0.25%
$282.78 - $316.06 $4.24K - $4.74K
5.97K $1.88B
VTV
Vanguard Value ETF

ETFs
-480
- 1.08%
$175.51 - $186.57 $84.2K - $89.6K
44.1K $8.22B
AVGO
Broadcom Inc.

Technology
-72
- 0.63%
$264.74 - $369.57 $19.1K - $26.6K
11.4K $3.76B
GOOGL
Alphabet Inc.

Communication Services
-15
- 0.13%
$174.36 - $254.72 $2.62K - $3.82K
11.3K $2.75B
VGT
Vanguard Information Technolog

ETFs
-180
- 1.08%
$656.44 - $753.15 $118K - $136K
16.5K $12.3B
Activity Summary
Buys All Purchases 32 New Holdings 0 Increased Positions 32 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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