Olistico Wealth, LLC Purchases in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
1.4K
New
$49.79 - $55.23 $69.7K - $77.3K
1.4K $77.2M
BAC
Bank Of America Corp

Financial Services
1.39K
New
$48.65 - $54.11 $67.8K - $75.4K
1.39K $76.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
430
New
$169.53 - $176.53 $72.9K - $75.9K
430 $76.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
250
New
$280.66 - $305.09 $70.2K - $76.3K
250 $76M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1K
New
$71.69 - $105.67 $71.7K - $106K
1K $75.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
1.94K
New
$37.19 - $37.8 $72K - $73.2K
1.94K $72.4M
IWS
Ishares Russell Midcap Value E

ETFs
504
New
$135.66 - $140.93 $68.4K - $71K
504 $71.1M
ALL
Allstate Corp

Financial Services
336
New
$190.0 - $214.3 $63.8K - $72K
336 $69.9M
ADP
Automatic Data Processing Inc

Industrials
271
New
$250.9 - $292.94 $68K - $79.4K
271 $69.8M
VIG
Vanguard Dividend Appreciation

ETFs
309
New
N/A
309 $67.8M
IBM
International Business Machines Corp

Technology
25
+ 0.6%
$275.97 - $314.98 $6.9K - $7.87K
4.16K $1.23B
BA
Boeing CO

Industrials
300
New
$191.81 - $225.32 $57.5K - $67.6K
300 $65.1M
DHR
Danaher Corp

Healthcare
284
New
$202.46 - $223.01 $57.5K - $63.3K
284 $65M
BMY
Bristol Myers Squibb CO

Healthcare
1.2K
New
$42.6 - $49.08 $51.1K - $58.9K
1.2K $64.7M
MU
Micron Technology Inc

Technology
221
New
$181.6 - $253.3 $40.1K - $56K
221 $63.1M
SO
Southern CO

Utilities
722
New
$90.58 - $99.72 $65.4K - $72K
722 $63M
CB
Chubb LTD

Financial Services
200
New
$268.2 - $296.22 $53.6K - $59.2K
200 $62.4M
XLF
Financial Sector Spdr

ETFs
1.13K
New
$51.76 - $53.77 $58.6K - $60.9K
1.13K $62M
KMB
Kimberly Clark Corp

Consumer Defensive
600
New
$100.05 - $123.23 $60K - $73.9K
600 $60.5M
BOKF
Bok Financial Corp

Financial Services
500
New
$104.31 - $115.53 $52.2K - $57.8K
500 $59.2M
FDX
Fedex Corp

Industrials
205
New
$224.63 - $268.67 $46K - $55.1K
205 $59.2M
Unilever PLC Spon Adr New
888
New
N/A
888 $58.1M
BK
Bank Of New York Mellon Corp

Financial Services
500
New
$104.54 - $112.64 $52.3K - $56.3K
500 $58M
XLE
Energy Sector Spdr

ETFs
1.29K
New
$85.22 - $92.02 $110K - $119K
1.29K $57.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
119
New
$482.23 - $557.53 $57.4K - $66.3K
119 $55.8M
EMB
Ishares Tr

ETFs
576
New
$94.63 - $97.03 $54.5K - $55.9K
576 $55.5M
C
Citigroup Inc

Financial Services
132
+ 5.06%
$93.93 - $102.87 $12.4K - $13.6K
2.74K $320M
CGMS
Capital Grp Core Plus Income E
1.96K
New
N/A
1.96K $54.1M
Blackrock Inc Com
50
New
N/A
50 $53.5M
USB
Us Bancorp \De\

Financial Services
1K
New
$45.28 - $48.26 $45.3K - $48.3K
1K $53.4M
RF
Regions Financial Corp

Financial Services
1.94K
New
$23.35 - $26.39 $45.3K - $51.2K
1.94K $52.6M
DFAX
Dimensional ETF Tr
1.57K
New
$30.71 - $32.34 $48.1K - $50.6K
1.57K $51.3M
XLV
Select Sector Spdr Fund Health

ETFs
330
New
$141.95 - $152.82 $46.8K - $50.4K
330 $51.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.41K
New
$20.77 - $20.97 $50.1K - $50.5K
2.41K $50.6M
BWA
Borgwarner Inc

Consumer Cyclical
1.1K
New
$41.21 - $46.01 $45.4K - $50.7K
1.1K $49.6M
APD
Air Products & Chemicals, Inc.

Basic Materials
200
New
$237.56 - $271.47 $47.5K - $54.3K
200 $49.4M
CGUS
Capital Group Core Equity ETF
21
+ 0.03%
$38.81 - $40.67 $815 - $854
68.3K $2.75B
DIS
Walt Disney CO

Communication Services
421
New
$105.69 - $116.65 $44.5K - $49.1K
421 $47.9M
MO
Altria Group, Inc.

Consumer Defensive
816
New
$56.38 - $66.65 $46K - $54.4K
816 $47.1M
SBUX
Starbucks Corp

Consumer Cyclical
550
New
$78.46 - $87.26 $43.2K - $48K
550 $46.3M
PLTR
Palantir Technologies Inc.

Technology
440
+ 6.38%
$172.14 - $207.18 $75.7K - $91.2K
7.33K $1.3B
NVO
Novo Nordisk A S

Healthcare
901
New
$45.68 - $59.65 $41.2K - $53.7K
901 $45.8M
Te Connectivity PLC Ord Shs
200
New
N/A
200 $45.5M
ILCB
Ishares Morningstar U.S. Equit

ETFs
480
New
$90.64 - $95.28 $43.5K - $45.7K
480 $45.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
121
New
$325.34 - $368.61 $39.4K - $44.6K
121 $43.6M
CTVA
Corteva, Inc.

Basic Materials
648
New
$61.0 - $66.48 $39.5K - $43.1K
648 $43.4M
MDLZ
Mondelez International, Inc.

Consumer Defensive
768
New
$55.57 - $63.17 $42.7K - $48.5K
768 $41.3M
NTRS
Northern Trust Corp

Financial Services
300
New
$124.57 - $133.24 $37.4K - $40K
300 $41M
CNP
Centerpoint Energy Inc

Utilities
1.06K
New
$38.17 - $40.22 $40.4K - $42.6K
1.06K $40.6M
Activity Summary
Buys All Purchases 278 New Holdings 244 Increased Positions 34 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 1
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