Olistico Wealth, LLC Purchases in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
Arista Networks Inc Com Shs
305
New
N/A
305 $40M
ICLN
Ishares

ETFs
2.41K
New
$15.78 - $18.1 $38.1K - $43.7K
2.41K $39.6M
WEC
Wec Energy Group, Inc.

Utilities
372
New
$110.61 - $117.5 $41.1K - $43.7K
372 $39.2M
DFAU
Dimensional ETF Tr

ETFs
68
+ 0.2%
$44.77 - $47.01 $3.04K - $3.2K
34.8K $1.63B
CMI
Cummins Inc

Industrials
76
New
$407.98 - $484.34 $31K - $36.8K
76 $38.9M
DUK
Duke Energy Corp

Utilities
326
New
$121.57 - $129.03 $39.6K - $42.1K
326 $38.3M
JNK
Spdr Bloomberg High Yield Bond

ETFs
372
New
$96.34 - $98.02 $35.8K - $36.5K
372 $36.2M
IOO
Ishares Tr Global 100 ETF

ETFs
276
New
$118.15 - $126.87 $32.6K - $35K
276 $35M
FTNT
Fortinet, Inc.

Technology
429
New
$80.54 - $87.52 $34.6K - $37.5K
429 $34.1M
AI
C3.Ai, Inc.

Technology
2.5K
New
$14.07 - $19.66 $35.2K - $49.2K
2.5K $33.7M
AMGN
Amgen Inc

Healthcare
100
New
$290.13 - $341.71 $29K - $34.2K
100 $32.7M
DD
Du Pont De Nemours, Inc.

Basic Materials
784
New
$34.69 - $82.16 $27.2K - $64.4K
784 $31.5M
FE
Firstenergy Corp

Utilities
700
New
$45.46 - $47.69 $31.8K - $33.4K
700 $31.3M
Caris Life Sciences Inc Com
1.15K
New
N/A
1.15K $31.1M
DVN
Devon Energy Corp

Energy
841
New
$31.74 - $35.84 $26.7K - $30.1K
841 $30.8M
COF
Capital One Financial Corp

Financial Services
124
New
$201.01 - $225.01 $24.9K - $27.9K
124 $30.1M
FFIN
First Financial Bankshares Inc

Financial Services
989
New
$30.64 - $33.74 $30.3K - $33.4K
989 $29.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
1.11K
New
$26.75 - $27.15 $29.8K - $30.2K
1.11K $29.5M
SBR
Sabine Royalty Trust

Energy
427
New
$66.97 - $79.48 $28.6K - $33.9K
427 $29.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
50
New
$524.58 - $588.02 $26.2K - $29.4K
50 $29M
CMCSA
Comcast Corp

Communication Services
961
New
$26.98 - $31.09 $25.9K - $29.9K
961 $28.7M
ISRG
Intuitive Surgical Inc

Healthcare
50
New
$429.59 - $576.2 $21.5K - $28.8K
50 $28.3M
WPC
W. P. Carey Inc.

Real Estate
435
New
$65.26 - $69.2 $28.4K - $30.1K
435 $28M
MS
Morgan Stanley

Financial Services
154
New
$151.86 - $169.92 $23.4K - $26.2K
154 $27.3M
TRGP
Targa Resources Corp.

Energy
146
New
$146.3 - $173.23 $21.4K - $25.3K
146 $26.9M
F
Ford Motor CO

Consumer Cyclical
2K
New
$11.41 - $13.84 $22.8K - $27.7K
2K $26.2M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
300
New
$80.91 - $83.82 $24.3K - $25.1K
300 $24.8M
VUSB
Vanguard Bd Index Fds
497
New
N/A
497 $24.8M
GPC
Genuine Parts CO

Consumer Cyclical
201
New
$122.69 - $140.39 $24.7K - $28.2K
201 $24.8M
IGI
Western Asset Investment Grade Defined Opportunity Trust Inc.

Financial Services
1.47K
New
$16.42 - $16.84 $24.1K - $24.7K
1.47K $24.2M
JCI
Johnson Controls International PLC

Industrials
200
New
$105.55 - $122.66 $21.1K - $24.5K
200 $24M
OGE
Oge Energy Corp.

Utilities
553
New
$44.05 - $47.04 $24.4K - $26K
553 $23.6M
AMT
American Tower Corp

Real Estate
133
New
$176.64 - $193.32 $23.5K - $25.7K
133 $23.4M
CVS
Cvs Health Corp

Healthcare
290
New
$76.69 - $83.04 $22.2K - $24.1K
290 $23M
XLB
Select Sector Spdr Fd Material

ETFs
484
New
$84.72 - $89.9 $41K - $43.5K
484 $21.9M
NXPI
Nxp Semiconductors N.V.

Technology
100
New
$197.1 - $231.42 $19.7K - $23.1K
100 $21.7M
FITB
Fifth Third Bancorp

Financial Services
453
New
$40.36 - $44.41 $18.3K - $20.1K
453 $21.2M
CARR
Carrier Global Corp

Industrials
400
New
$54.1 - $60.75 $21.6K - $24.3K
400 $21.1M
YUM
Yum Brands Inc

Consumer Cyclical
138
New
$138.21 - $153.19 $19.1K - $21.1K
138 $20.9M
CEG
Constellation Energy Corp

Utilities
59
New
$335.74 - $401.43 $19.8K - $23.7K
59 $20.8M
DOW
Dow Inc.

Basic Materials
883
New
$20.65 - $25.73 $18.2K - $22.7K
883 $20.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
98
New
$160.66 - $181.39 $15.7K - $17.8K
98 $20.4M
VONV
Vanguard Russell 1000 Value Et

ETFs
211
New
$87.55 - $91.32 $18.5K - $19.3K
211 $19.5M
SHOP
Shopify Inc.

Technology
120
New
$146.04 - $179.01 $17.5K - $21.5K
120 $19.3M
XEL
Xcel Energy Inc

Utilities
261
New
$79.6 - $81.85 $20.8K - $21.4K
261 $19.3M
VIS
Vanguard Industrial ETF

ETFs
45
+ 1.79%
$289.12 - $301.69 $13K - $13.6K
2.56K $764M
QDF
Flexshares Quality Dividend In

ETFs
225
New
$77.18 - $81.1 $17.4K - $18.2K
225 $18.2M
OTIS
Otis Worldwide Corp

Industrials
200
New
$88.77 - $93.38 $17.8K - $18.7K
200 $17.5M
MDT
Medtronic PLC

Healthcare
180
New
$90.06 - $98.43 $16.2K - $17.7K
180 $17.3M
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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