Holistic Financial Partners Sells in Q4 2025

Holistic Financial Partners

  • $262 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FXH
First Tr Exchange Trd Fd Healt

ETFs
-7.86K
- 23.79%
$109.58 - $114.05 $862K - $897K
25.2K $2.81M
FVD
First Tr Value Line Divid Inde

ETFs
-14.4K
- 5.76%
$45.0 - $46.25 $650K - $668K
236K $10.8M
FTCS
First Trust Capital Strength E

ETFs
-2.84K
- 2.41%
$90.55 - $93.84 $257K - $266K
115K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
-500
- 11.99%
$401.99 - $468.37 $201K - $234K
3.67K $1.5M
JPM
Jpmorgan Chase & CO

Financial Services
-399
- 2.58%
$294.11 - $320.41 $117K - $128K
15.1K $4.53M
IWM
Ishares Russell 2000 ETF

ETFs
-355
- 2.35%
$236.79 - $250.33 $84.1K - $88.9K
14.8K $3.51M
UNH
Unitedhealth Group Inc

Healthcare
-271
- 16.08%
$320.52 - $369.92 $86.9K - $100K
1.41K $453K
HD
Home Depot, Inc.

Consumer Cyclical
-152
- 11.67%
$358.03 - $397.02 $54.4K - $60.3K
1.15K $411K
CARR
Carrier Global Corp

Industrials
-1.44K
- 24.33%
$54.1 - $60.75 $77.8K - $87.4K
4.47K $241K
PG
Procter & Gamble CO

Consumer Defensive
-473
- 10.44%
$145.5 - $153.18 $68.8K - $72.5K
4.06K $591K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-385
- 12.61%
$280.66 - $305.09 $108K - $117K
2.67K $752K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-171
- 11.8%
$475.68 - $513.11 $81.3K - $87.7K
1.28K $650K
IAU
Ishares Gold Trust

ETFs
-2.67K
- 8.08%
$72.65 - $82.5 $194K - $220K
30.3K $2.33M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-134
- 6.78%
$153.8 - $189.34 $20.6K - $25.4K
1.84K $290K
MSI
Motorola Solutions, Inc.

Technology
-23
- 3.78%
$379.98 - $462.26 $8.74K - $10.6K
585 $222K
T
At&T Inc.

Communication Services
-117
- 0.62%
$24.44 - $27.55 $2.86K - $3.22K
18.7K $477K
AFRM
Affirm Holdings, Inc.

Technology
-567
- 10.31%
$65.96 - $78.95 $37.4K - $44.8K
4.93K $347K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.39K
- 4.05%
$52.54 - $55.77 $73.2K - $77.7K
33K $1.81M
PM
Philip Morris International Inc.

Consumer Defensive
-230
- 15.14%
$144.33 - $160.86 $33.2K - $37K
1.29K $196K
ETN
Eaton Corp PLC

Industrials
-67
- 5.8%
$352.39 - $387.75 $23.6K - $26K
1.09K $383K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.51K
- 15.53%
$27.17 - $28.65 $41K - $43.3K
8.21K $225K
FMF
First Trust Managed Futures St

ETFs
-943
- 17.45%
$48.06 - $49.61 $45.3K - $46.8K
4.46K $217K
ABBV
Abb Vie Inc.

Healthcare
-218
- 7.73%
$211.96 - $244.38 $46.2K - $53.3K
2.6K $608K
CDNS
Cadence Design Systems Inc

Technology
-24
- 2.42%
$314.93 - $353.36 $7.56K - $8.48K
967 $304K
TDIV
First Trust Nasdaq Technology

ETFs
-58
- 0.39%
$96.0 - $102.5 $5.57K - $5.95K
15K $1.44M
GLW
Corning Inc

Technology
-445
- 14.7%
$82.06 - $90.29 $36.5K - $40.2K
2.58K $211K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-16
- 0.84%
$178.37 - $198.46 $2.85K - $3.18K
1.89K $348K
PLTR
Palantir Technologies Inc.

Technology
-116
- 7.21%
$172.14 - $207.18 $20K - $24K
1.49K $259K
SHOP
Shopify Inc.

Technology
-167
- 5.03%
$146.04 - $179.01 $24.4K - $29.9K
3.15K $460K
TMUS
T Mobile Us, Inc.

Communication Services
-3
- 0.24%
$201.01 - $233.26 $603 - $700
1.26K $271K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-30
- 2.33%
$577.77 - $604.78 $17.3K - $18.1K
1.26K $737K
MA
Mastercard Inc

Financial Services
-20
- 3.42%
$536.85 - $580.45 $10.7K - $11.6K
564 $302K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 10.07%
$910.94 - $954.99 $26.4K - $27.7K
259 $236K
PEP
Pepsico Inc

Consumer Defensive
-293
- 14.24%
$138.84 - $153.71 $40.7K - $45K
1.77K $260K
UBER
Uber Technologies, Inc

Technology
-35
- 0.88%
$91.62 - $100.1 $3.21K - $3.5K
3.92K $359K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-239
- 8.24%
$99.87 - $101.27 $23.9K - $24.2K
2.66K $266K
MCD
Mcdonalds Corp

Consumer Cyclical
-76
- 5.86%
$293.81 - $310.11 $22.3K - $23.6K
1.22K $372K
COF
Capital One Financial Corp

Financial Services
-24
- 1.99%
$201.01 - $225.01 $4.82K - $5.4K
1.18K $237K
DIS
Walt Disney CO

Communication Services
-12
- 0.68%
$105.69 - $116.65 $1.27K - $1.4K
1.76K $186K
ADI
Analog Devices Inc

Technology
-1
- 0.09%
$225.32 - $246.37 $225 - $246
1.05K $242K
ERJ
Embraer S.A.

Industrials
-476
- 7.48%
$56.04 - $66.93 $26.7K - $31.9K
5.89K $368K
CVX
Chevron Corp

Energy
-89
- 3.84%
$148.9 - $157.72 $13.3K - $14K
2.23K $345K
HLN
Haleon PLC

Healthcare
-2.49K
- 18.21%
$8.79 - $9.9 $21.9K - $24.7K
11.2K $107K
IWD
Ishares Russell 1000 Val ETF

ETFs
-182
- 0.91%
$199.44 - $208.01 $36.3K - $37.9K
19.9K $4.08M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-37
- 0.89%
$136.06 - $140.64 $5.03K - $5.2K
4.12K $569K
KO
Coca Cola CO

Consumer Defensive
-715
- 7.96%
$66.1 - $71.61 $47.3K - $51.2K
8.27K $584K
PFE
Pfizer Inc

Healthcare
-248
- 2.11%
$24.23 - $27.37 $6.01K - $6.79K
11.5K $288K
DTE
Dte Energy CO

Utilities
-10
- 0.49%
$133.44 - $143.32 $1.33K - $1.43K
2.04K $280K
CSX
Csx Corp

Industrials
-11
- 0.17%
$34.88 - $36.67 $384 - $403
6.45K $225K
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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