Olistico Wealth, LLC Reduced Holdings in Q4 2024

Olistico Wealth, LLC

  • $172 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-4.47K
- 57.79%
$85.0 - $120.04 $380K - $536K
3.26K $281M
LLY
Eli Lilly & CO

Healthcare
-288
- 7.88%
$727.2 - $932.06 $209K - $268K
3.37K $2.6B
CSCO
Cisco Systems, Inc.

Technology
-9.06K
- 80.47%
$52.45 - $60.02 $475K - $544K
2.2K $130M
VTV
Vanguard Value ETF

ETFs
-245
- 0.52%
$168.32 - $181.87 $41.2K - $44.6K
46.7K $7.91B
VHT
Vanguard Health Care ETF

ETFs
-207
- 3.63%
$250.81 - $283.3 $51.9K - $58.6K
5.49K $1.39B
AMD
Advanced Micro Devices Inc

Technology
-288
- 10.11%
$118.88 - $172.8 $34.2K - $49.8K
2.56K $309M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.52K
- 33.02%
$59.25 - $72.99 $90.2K - $111K
3.09K $184M
IEFA
Ishares Tr

ETFs
-1.18K
- 22.01%
$70.06 - $77.43 $82.5K - $91.1K
4.17K $293M
MRK
Merck & Co., Inc.

Healthcare
-295
- 4.54%
$96.31 - $114.76 $28.4K - $33.9K
6.2K $617M
KO
Coca Cola CO

Consumer Defensive
-17
- 0.16%
$61.74 - $71.71 $1.05K - $1.22K
10.4K $649M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-19
- 11.88%
$701.85 - $1046.91 $13.3K - $19.9K
141 $100M
UNH
Unitedhealth Group Inc

Healthcare
-28
- 4.61%
$485.52 - $625.25 $13.6K - $17.5K
579 $293M
GPC
Genuine Parts CO

Consumer Cyclical
-400
- 66.56%
$113.11 - $143.63 $45.2K - $57.5K
201 $23.5M
VDC
Vanguard Consumer Staples ETF

ETFs
-179
- 7.08%
$210.96 - $223.62 $37.8K - $40K
2.35K $497M
VIS
Vanguard Industrial ETF

ETFs
-59
- 2.14%
$254.39 - $279.7 $15K - $16.5K
2.7K $687M
IWM
Ishares Russell 2000 ETF

ETFs
-126
- 22.95%
$216.13 - $242.4 $27.2K - $30.5K
423 $93.5M
AMAT
Applied Materials Inc

Technology
-5
- 0.9%
$161.44 - $213.89 $807 - $1.07K
550 $89.4M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.34%
$385.02 - $431.37 $1.54K - $1.73K
1.17K $454M
DHR
Danaher Corp

Healthcare
-12
- 3.86%
$226.16 - $274.52 $2.71K - $3.29K
299 $68.6M
AMT
American Tower Corp

Real Estate
-46
- 25.7%
$179.4 - $232.01 $8.25K - $10.7K
133 $24.4M
NEE
Nextera Energy Inc

Utilities
-142
- 31.49%
$69.77 - $85.43 $9.91K - $12.1K
309 $22.2M
DOW
Dow Inc.

Basic Materials
-41
- 4.7%
$39.1 - $55.34 $1.6K - $2.27K
831 $33.3M
Blackrock Inc Com
-17
- 25.37%
N/A
50 $51.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-320
- 19.0%
$36.54 - $37.53 $11.7K - $12K
1.36K $50.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
-42
- 5.44%
$75.95 - $88.05 $3.19K - $3.7K
730 $55.7M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-150
- 1.56%
$65.67 - $69.79 $9.85K - $10.5K
9.48K $636M
IEMG
Ishares Inc

ETFs
-150
- 19.95%
N/A
602 $31.4M
Vanguard Core Bond ETF
-69
- 5.15%
N/A
1.27K $96.4M
CGCP
Capital Group Core Plus Income

ETFs
-237
- 5.22%
$22.13 - $23.17 $5.24K - $5.49K
4.3K $95.5M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-16
- 0.5%
$47.77 - $51.75 $764 - $828
3.17K $153M
NKE
Nike, Inc.

Consumer Cyclical
-80
- 88.89%
$73.36 - $89.13 $5.87K - $7.13K
10 $757K
VTWO
Vanguard Russell 2000 ETF

ETFs
-70
- 2.36%
$87.42 - $98.06 $6.12K - $6.86K
2.9K $259M
VDE
Vanguard Energy ETF

ETFs
-14
- 0.43%
$116.67 - $136.78 $1.63K - $1.91K
3.26K $396M
HAL
Halliburton CO

Energy
-160
- 51.61%
$25.77 - $31.99 $4.12K - $5.12K
150 $4.08M
HBI
Hanesbrands Inc.

Consumer Cyclical
-450
- 90.0%
$6.91 - $8.91 $3.11K - $4.01K
50 $407K
DFAI
Dimensional ETF Tr

ETFs
-31
- 3.75%
$29.0 - $31.6 $899 - $980
795 $23.2M
CGMS
Capital Grp Core Plus Income E
-67
- 4.88%
N/A
1.31K $35.6M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-85
- 4.81%
$20.98 - $21.19 $1.78K - $1.8K
1.68K $35.4M
VUSB
Vanguard Bd Index Fds
-18
- 4.99%
N/A
343 $17M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1
- 0.01%
$54.54 - $61.04 $54.5 - $61
13.3K $739M
TRGP
Targa Resources Corp.

Energy
-10
- 6.54%
$150.58 - $207.69 $1.51K - $2.08K
143 $25.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-39
- 1.68%
$521.84 - $558.82 $20.4K - $21.8K
2.28K $1.23B
KD
Kyndryl Holdings, Inc.

Technology
-5
- 0.97%
$22.43 - $35.79 $112 - $179
511 $17.7M
WMB
Williams Companies, Inc.

Energy
-40
- 1.53%
$46.37 - $59.74 $1.85K - $2.39K
2.57K $139M
DFAU
Dimensional ETF Tr

ETFs
-47
- 0.14%
$39.27 - $42.38 $1.85K - $1.99K
34.7K $1.4B
XLY
Select Sector Spdr Consumer Di

ETFs
-49
- 2.9%
$194.8 - $239.43 $9.55K - $11.7K
1.64K $368M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.17%
$873.59 - $994.69 $2.62K - $2.98K
1.72K $1.57B
AVGO
Broadcom Inc.

Technology
-505
- 4.77%
$159.67 - $250.0 $80.6K - $126K
10.1K $2.34B
Activity Summary
Buys All Purchases 94 New Holdings 12 Increased Positions 82 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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