Olistico Wealth, LLC Purchases and Sells in Q4 2025

Olistico Wealth, LLC

$205 Billion
Q4 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	30.2K + 32.69%	$26.44 - $27.53 $799K - $832K	123K $3.36B
DFAS	10.1K + 60.15%	$66.04 - $69.67 $665K - $701K	26.8K $1.87B
CGDV	9.71K + 5.37%	$41.33 - $43.47 $401K - $422K	190K $8.31B
DFAT	11.3K + 85.27%	$55.75 - $58.83 $629K - $663K	24.5K $1.46B
VTV	1.65K + 3.74%	$182.87 - $189.72 $302K - $313K	45.7K $8.73B
CGGR	9.7K + 7.27%	$43.04 - $45.68 $417K - $443K	143K $6.37B

New Holdings

244 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAI	36K New	$35.82 - $37.52 $1.29M - $1.35M	36K $1.37B
NFLX	5.04K New	$110.29 - $1241.35 $556K - $6.25M	5.04K $472M
PB	2.87K New	$61.89 - $67.53 $178K - $194K	2.87K $198M
ABBV	827 New	$211.96 - $244.38 $175K - $202K	827 $189M
NEE	2.35K New	$78.18 - $86.03 $183K - $202K	2.35K $188M
GLW	2.13K New	$82.06 - $90.29 $175K - $192K	2.13K $186M

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-14.6K - 51.71%	$114.27 - $121.15 $1.67M - $1.77M	13.7K $1.64B
CGXU	-15K - 11.25%	$29.32 - $31.03 $441K - $466K	119K $3.5B
IWP	-2.88K - 32.61%	$136.84 - $145.3 $395K - $419K	5.96K $816M
VDE	-2.38K - 71.76%	$120.37 - $129.34 $287K - $308K	938 $118M
TSLA	-593 - 93.98%	$401.99 - $468.37 $238K - $278K	38 $17.1M
VZ	-4.72K - 96.92%	$38.4 - $43.83 $181K - $207K	150 $6.11M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WILLIAMS COS INC COM	400 New	N/A	400 $24M

Activity Summary All Purchases 278 New Holdings 244 Increased Positions 34 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 1

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