Holistic Financial Partners Sells in Q4 2024

Holistic Financial Partners

  • $197 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-109
- 0.16%
$727.2 - $932.06 $79.3K - $102K
67.7K $52.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-24.4K
- 9.96%
$26.63 - $30.23 $651K - $739K
221K $5.88M
LGOV
First Tr ETF Iv Long Duration

ETFs
-16.9K
- 6.7%
$20.75 - $22.49 $351K - $380K
235K $4.9M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.51K
- 3.08%
$103.53 - $112.72 $156K - $170K
47.3K $4.93M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.21K
- 36.05%
$59.74 - $60.03 $490K - $493K
14.6K $870K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.01K
- 2.69%
$44.04 - $49.49 $44.3K - $49.8K
36.4K $1.6M
FMF
First Trust Managed Futures St

ETFs
-3.02K
- 11.9%
$46.63 - $49.57 $141K - $150K
22.3K $1.06M
MARB
First Tr Exchange Traded Fd Ii

ETFs
-5.92K
- 11.12%
$19.62 - $19.93 $116K - $118K
47.3K $940K
JNJ
Johnson & Johnson

Healthcare
-306
- 8.5%
$143.34 - $165.86 $43.9K - $50.8K
3.29K $476K
IWD
Ishares Russell 1000 Val ETF

ETFs
-46
- 0.22%
$183.23 - $199.79 $8.43K - $9.19K
20.8K $3.85M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-508
- 1.73%
$51.33 - $53.74 $26.1K - $27.3K
28.8K $1.48M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.59K
- 10.62%
$48.48 - $49.47 $76.8K - $78.4K
13.3K $649K
MSFT
Microsoft Corp

Technology
-81
- 1.51%
$406.35 - $454.46 $32.9K - $36.8K
5.29K $2.23M
ORCL
Oracle Corp

Technology
-405
- 14.24%
$165.41 - $192.43 $67K - $77.9K
2.44K $406K
KO
Coca Cola CO

Consumer Defensive
-436
- 9.5%
$61.74 - $71.71 $26.9K - $31.3K
4.15K $258K
CARR
Carrier Global Corp

Industrials
-11
- 0.22%
$66.69 - $82.65 $734 - $909
5.03K $343K
ABBV
Abb Vie Inc.

Healthcare
-28
- 1.03%
$164.99 - $203.87 $4.62K - $5.71K
2.68K $476K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-910
- 12.87%
$57.38 - $61.11 $52.2K - $55.6K
6.16K $359K
VEA
Vanguard Ftse Developed Market

ETFs
-159
- 2.09%
$47.57 - $52.44 $7.56K - $8.34K
7.46K $356K
PEP
Pepsico Inc

Consumer Defensive
-13
- 0.56%
$151.29 - $176.1 $1.97K - $2.29K
2.3K $350K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-11
- 0.26%
$131.66 - $144.0 $1.45K - $1.58K
4.16K $549K
CVX
Chevron Corp

Energy
-180
- 5.88%
$141.15 - $162.53 $25.4K - $29.3K
2.88K $417K
ADI
Analog Devices Inc

Technology
-23
- 1.85%
$206.35 - $236.48 $4.75K - $5.44K
1.22K $259K
PFE
Pfizer Inc

Healthcare
-184
- 1.99%
$24.8 - $30.19 $4.56K - $5.55K
9.06K $240K
SLB
Schlumberger Limited

Energy
-5
- 0.08%
$36.83 - $45.59 $184 - $228
6.57K $251K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-20
- 0.66%
$96.64 - $101.23 $1.93K - $2.02K
3.03K $293K
TMUS
T Mobile Us, Inc.

Communication Services
-144
- 8.26%
$206.1 - $246.94 $29.7K - $35.6K
1.6K $352K
WMB
Williams Companies, Inc.

Energy
-1.36K
- 16.53%
$46.37 - $59.74 $62.9K - $81K
6.85K $370K
IWM
Ishares Russell 2000 ETF

ETFs
-24
- 0.15%
$216.13 - $242.4 $5.19K - $5.82K
15.6K $3.45M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-1
- 0.07%
$563.99 - $620.12 $564 - $620
1.37K $778K
T
At&T Inc.

Communication Services
-260
- 1.79%
$21.22 - $23.88 $5.52K - $6.21K
14.3K $324K
SAP
Sap Se

Technology
-41
- 4.62%
$218.13 - $255.54 $8.94K - $10.5K
846 $208K
MSI
Motorola Solutions, Inc.

Technology
-2
- 0.33%
$449.08 - $504.6 $898 - $1.01K
600 $277K
ABNB
Airbnb, Inc.

Consumer Cyclical
-20
- 0.74%
$125.36 - $147.37 $2.51K - $2.95K
2.67K $351K
NI
Nisource Inc.

Utilities
-510
- 3.32%
$33.74 - $38.25 $17.2K - $19.5K
14.8K $545K
NOW
Service Now, Inc.

Technology
-70
- 12.2%
$867.18 - $1148.42 $60.7K - $80.4K
504 $534K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.11K
- 6.04%
$7.33 - $12.37 $8.15K - $13.8K
17.3K $183K
GOOG
Alphabet Inc.

Communication Services
-7
- 0.31%
$163.08 - $198.16 $1.14K - $1.39K
2.26K $430K
V
Visa Inc.

Financial Services
-81
- 4.32%
$273.87 - $320.91 $22.2K - $26K
1.8K $567K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-26
- 0.78%
$172.07 - $207.36 $4.47K - $5.39K
3.3K $651K
SHOP
Shopify Inc.

Technology
-52
- 1.71%
$78.14 - $119.49 $4.06K - $6.21K
2.98K $317K
AFRM
Affirm Holdings, Inc.

Technology
-181
- 3.12%
$38.48 - $72.86 $6.96K - $13.2K
5.62K $342K
AVGO
Broadcom Inc.

Technology
-1.31K
- 17.97%
$159.67 - $250.0 $209K - $328K
5.98K $1.39M
GS
Goldman Sachs Group Inc

Financial Services
-1
- 0.06%
$486.1 - $608.57 $486 - $609
1.8K $1.03M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-44
- 2.71%
$260.53 - $404.79 $11.5K - $17.8K
1.58K $604K
NFLX
Netflix Inc

Communication Services
-10
- 0.53%
$687.65 - $936.56 $6.88K - $9.37K
1.87K $1.66M
AMZN
Amazon Com Inc

Consumer Cyclical
-437
- 2.94%
$180.88 - $232.93 $79K - $102K
14.4K $3.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-22
- 0.54%
$213.65 - $479.86 $4.7K - $10.6K
4.03K $1.63M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-85
- 0.37%
$370.24 - $418.94 $31.5K - $35.6K
23K $9.22M
Activity Summary
Buys All Purchases 57 New Holdings 11 Increased Positions 46 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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