Holistic Financial Partners Purchases in Q4 2025

Holistic Financial Partners

  • $262 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
44.2K
New
$65.02 - $68.31 $2.87M - $3.02M
44.2K $2.96M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
108K
+ 29.54%
$25.17 - $25.38 $2.71M - $2.74M
473K $11.9M
NOW
Service Now, Inc.

Technology
2.16K
+ 381.48%
$835.79 - $946.29 $1.81M - $2.05M
2.73K $2.28M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
25.3K
New
$33.08 - $35.37 $838K - $895K
25.3K $878K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.8K
+ 3.9%
$23.02 - $24.23 $478K - $504K
553K $13.2M
AAPL
Apple Inc.

Technology
1.63K
+ 10.23%
$245.27 - $275.25 $399K - $448K
17.5K $4.68M
IVV
Ishares Core S&P 500 ETF

ETFs
829
+ 70.61%
$656.2 - $690.71 $544K - $573K
2K $1.35M
FBT
First Trust Nyse Arca Biotechn

ETFs
308
+ 1.67%
$182.41 - $203.02 $56.2K - $62.5K
18.7K $3.74M
FTA
First Tr Large Cap Value

ETFs
4.06K
+ 3.03%
$81.12 - $84.51 $329K - $343K
138K $11.6M
GOOGL
Alphabet Inc.

Communication Services
663
+ 15.7%
$236.57 - $291.31 $157K - $193K
4.89K $1.35M
MSFT
Microsoft Corp

Technology
675
+ 11.74%
$496.82 - $542.07 $335K - $366K
6.43K $3.26M
AMZN
Amazon Com Inc

Consumer Cyclical
132
+ 0.94%
$213.04 - $254.0 $28.1K - $33.5K
14.2K $3.34M
FJP
First Trust Japan Alphadex Fun

ETFs
491
+ 0.73%
$62.89 - $68.27 $30.9K - $33.5K
67.5K $4.61M
GILD
Gilead Sciences, Inc.

Healthcare
1.92K
New
$110.56 - $125.2 $212K - $240K
1.92K $238K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.66K
+ 11.41%
$76.84 - $80.86 $204K - $215K
26K $2.05M
WMT
Walmart Inc.

Consumer Defensive
2.09K
New
$101.18 - $109.03 $212K - $228K
2.09K $215K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.05K
+ 6.61%
$32.35 - $34.37 $163K - $174K
81.5K $2.76M
DFAX
Dimensional ETF Tr
6.31K
New
$30.71 - $32.34 $194K - $204K
6.31K $201K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.29K
New
$145.59 - $162.64 $187K - $209K
1.29K $195K
FDN
First Tr Fd Dow Jones

ETFs
1.72K
+ 6.64%
$269.33 - $285.7 $464K - $493K
27.7K $7.46M
QTEC
First Trust Nasdaq 100 Technol

ETFs
891
+ 4.96%
$224.76 - $243.76 $200K - $217K
18.9K $4.3M
LGOV
First Tr ETF Iv Long Duration

ETFs
6.87K
+ 4.73%
$21.78 - $22.24 $150K - $153K
152K $3.33M
JNJ
Johnson & Johnson

Healthcare
424
+ 11.39%
$185.98 - $199.58 $78.9K - $84.6K
4.15K $827K
VRT
Vertiv Holdings CO

Industrials
1.42K
New
N/A
1.42K $123K
IWF
Ishares Russell 1000 Gr ETF

ETFs
139
+ 0.62%
$459.47 - $491.71 $63.9K - $68.3K
22.6K $10.6M
AVGO
Broadcom Inc.

Technology
80
+ 1.3%
$324.63 - $385.98 $26K - $30.9K
6.25K $2.14M
CAT
Caterpillar Inc

Industrials
13
+ 1.35%
$480.82 - $585.49 $6.25K - $7.61K
973 $537K
RTX
Raytheon Technologies Corp

Industrials
107
+ 1.54%
$157.0 - $179.44 $16.8K - $19.2K
7.05K $1.24M
IBM
International Business Machines Corp

Technology
52
+ 1.54%
$275.97 - $314.98 $14.4K - $16.4K
3.42K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
12
+ 2.15%
$429.59 - $576.2 $5.16K - $6.91K
570 $311K
NEE
Nextera Energy Inc

Utilities
14
+ 0.34%
$78.18 - $86.03 $1.09K - $1.2K
4.09K $350K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
907
+ 3.71%
$53.68 - $54.54 $48.7K - $49.5K
25.4K $1.36M
CSCO
Cisco Systems, Inc.

Technology
61
+ 1.74%
$67.46 - $78.0 $4.12K - $4.76K
3.57K $277K
VEA
Vanguard Ftse Developed Market

ETFs
333
+ 3.41%
$59.18 - $62.09 $19.7K - $20.7K
10.1K $619K
WFC
Wells Fargo & Company

Financial Services
397
+ 8.38%
$77.62 - $87.3 $30.8K - $34.7K
5.13K $428K
NVDA
Nvidia Corp

Technology
159
+ 0.43%
$179.83 - $207.04 $28.6K - $32.9K
37.5K $6.99M
MCK
Mckesson Corp

Healthcare
5
+ 1.39%
$738.06 - $859.37 $3.69K - $4.3K
364 $306K
MDT
Medtronic PLC

Healthcare
182
+ 4.92%
$90.06 - $98.43 $16.4K - $17.9K
3.88K $373K
DUK
Duke Energy Corp

Utilities
75
+ 2.23%
$121.57 - $129.03 $9.12K - $9.68K
3.43K $429K
PANW
Palo Alto Networks Inc

Technology
40
+ 3.29%
$204.77 - $221.38 $8.19K - $8.86K
1.26K $257K
TJX
Tjx Companies Inc

Consumer Cyclical
48
+ 2.47%
$138.56 - $147.63 $6.65K - $7.09K
1.99K $290K
BAC
Bank Of America Corp

Financial Services
183
+ 2.37%
$48.65 - $54.11 $8.9K - $9.9K
7.9K $406K
WMB
Williams Companies, Inc.

Energy
357
+ 5.84%
$56.51 - $64.48 $20.2K - $23K
6.47K $394K
SPY
Spdr S&P 500 ETF Trust

ETFs
9
+ 0.76%
$653.02 - $687.39 $5.88K - $6.19K
1.2K $799K
ABT
Abbott Laboratories

Healthcare
94
+ 3.61%
$123.62 - $134.59 $11.6K - $12.7K
2.7K $351K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.23%
$37.61 - $39.41 $752 - $788
8.72K $336K
First Tr Exchng Traded Fd Vi
65.4K
+ 24.94%
N/A
328K $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
41
+ 2.78%
$211.58 - $234.2 $8.67K - $9.6K
1.52K $327K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
128
+ 4.99%
$91.7 - $105.68 $11.7K - $13.5K
2.69K $265K
Activity Summary
Buys All Purchases 56 New Holdings 8 Increased Positions 48 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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