Olistico Wealth, LLC New Holdings in Q4 2025

Olistico Wealth, LLC

  • $205 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
36K
New
$35.82 - $37.52 $1.29M - $1.35M
36K $1.37B
NFLX
Netflix Inc

Communication Services
5.04K
New
$110.29 - $1241.35 $556K - $6.25M
5.04K $472M
PB
Prosperity Bancshares Inc

Financial Services
2.87K
New
$61.89 - $67.53 $178K - $194K
2.87K $198M
ABBV
Abb Vie Inc.

Healthcare
827
New
$211.96 - $244.38 $175K - $202K
827 $189M
NEE
Nextera Energy Inc

Utilities
2.35K
New
$78.18 - $86.03 $183K - $202K
2.35K $188M
GLW
Corning Inc

Technology
2.13K
New
$82.06 - $90.29 $175K - $192K
2.13K $186M
WMB
Williams Companies, Inc.

Energy
3.09K
New
$56.51 - $64.48 $175K - $199K
3.09K $186M
SNOW
Snowflake Inc.

Technology
769
New
$230.55 - $277.14 $177K - $213K
769 $169M
Vanguard Core Bond ETF
2.11K
New
N/A
2.11K $164M
GE
General Electric CO

Industrials
530
New
$291.49 - $314.28 $154K - $167K
530 $163M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.16K
New
$46.96 - $49.73 $148K - $157K
3.16K $152M
CTRA
Coterra Energy Inc.

Energy
5.75K
New
$22.58 - $26.79 $130K - $154K
5.75K $151M
PEP
Pepsico Inc

Consumer Defensive
1.03K
New
$138.84 - $153.71 $144K - $159K
1.03K $148M
AEP
American Electric Power CO Inc

Utilities
1.18K
New
$112.75 - $122.73 $133K - $145K
1.18K $136M
VOT
Vanguard Mid Cap Growth Index

ETFs
475
New
$279.76 - $298.12 $133K - $142K
475 $133M
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.91K
New
$25.85 - $27.19 $127K - $133K
4.91K $132M
AMAT
Applied Materials Inc

Technology
480
New
$209.95 - $240.89 $101K - $116K
480 $123M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.61K
New
$72.17 - $75.74 $116K - $122K
1.61K $122M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.05K
New
$110.25 - $112.92 $116K - $119K
1.05K $116M
HON
Honeywell International Inc

Industrials
571
New
$194.07 - $220.67 $111K - $126K
571 $111M
DAL
Delta Air Lines, Inc.

Industrials
1.58K
New
$55.65 - $62.32 $87.6K - $98.2K
1.58K $109M
UNP
Union Pacific Corp

Industrials
470
New
$216.37 - $237.41 $102K - $112K
470 $109M
VEA
Vanguard Ftse Developed Market

ETFs
1.71K
New
$59.18 - $62.09 $101K - $106K
1.71K $107M
IWM
Ishares Russell 2000 ETF

ETFs
423
New
$236.79 - $250.33 $100K - $106K
423 $104M
PFG
Principal Financial Group Inc

Financial Services
1.16K
New
$78.39 - $85.26 $90.8K - $98.7K
1.16K $102M
Ge Vernova Inc Com
153
New
N/A
153 $100M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.02K
New
$92.24 - $96.56 $94.4K - $98.8K
1.02K $98.2M
T
At&T Inc.

Communication Services
3.9K
New
$24.44 - $27.55 $95.2K - $107K
3.9K $96.8M
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
6.4K
New
$14.07 - $14.56 $90K - $93.2K
6.4K $91.9M
BMO
Bank Of Montreal

Financial Services
700
New
$122.49 - $130.46 $85.7K - $91.3K
700 $90.9M
PM
Philip Morris International Inc.

Consumer Defensive
560
New
$144.33 - $160.86 $80.8K - $90.1K
560 $89.7M
KLAC
Kla Corp

Technology
66
New
$982.75 - $1235.28 $64.9K - $81.5K
66 $79.8M
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
ABT
Abbott Laboratories

Healthcare
536
New
$123.62 - $134.59 $66.3K - $72.1K
536 $67.2M
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
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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