Olistico Wealth, LLC Reduced Holdings in Q3 2024

Olistico Wealth, LLC

  • $164 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KLAC
Kla Corp

Technology
-1
- 1.54%
$696.17 - $892.35 $696 - $892
64 $50.3M
DOW
Dow Inc.

Basic Materials
-81
- 8.5%
$50.15 - $55.41 $4.06K - $4.49K
872 $47.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-72
- 14.88%
$73.43 - $80.37 $5.29K - $5.79K
412 $33.1M
MO
Altria Group, Inc.

Consumer Defensive
-170
- 15.33%
$45.95 - $54.71 $7.81K - $9.3K
939 $47.9M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4
- 50.0%
$217.89 - $392.15 $872 - $1.57K
4 $1.12M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-79
- 6.7%
$56.04 - $62.2 $4.43K - $4.91K
1.1K $68.5M
VTRS
Viatris Inc

Healthcare
-34
- 58.62%
$10.32 - $12.13 $351 - $412
24 $279K
SHEL
Shell PLC

Energy
-1
- 2.22%
$65.65 - $73.28 $65.7 - $73.3
44 $2.95M
Ge Healthcare Technologies Inc Common Stock
-28
- 18.3%
N/A
125 $11.7M
EMPR
Empire Petroleum Corporation

Energy
-1
- 0.06%
N/A
1.65K $8.67M
AMT
American Tower Corp

Real Estate
-31
- 14.76%
$192.27 - $242.73 $5.96K - $7.52K
179 $41.8M
GE
General Electric CO

Industrials
-84
- 14.38%
$156.66 - $189.66 $13.2K - $15.9K
500 $94.3M
DUK
Duke Energy Corp

Utilities
-20
- 6.67%
$99.35 - $117.71 $1.99K - $2.35K
280 $32.3M
TRGP
Targa Resources Corp.

Energy
-3
- 1.92%
$127.86 - $156.46 $384 - $469
153 $22.6M
XLV
Select Sector Spdr Fund Health

ETFs
-1
- 0.32%
$143.3 - $157.24 $143 - $157
309 $47.7M
GLW
Corning Inc

Technology
-197
- 8.5%
$37.76 - $46.2 $7.44K - $9.1K
2.12K $95.7M
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 3.51%
$200.87 - $224.6 $4.02K - $4.49K
549 $121M
Ge Vernova Inc Com
-21
- 15.67%
N/A
113 $28.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
-96
- 3.35%
$79.92 - $88.19 $7.67K - $8.47K
2.77K $244M
VZ
Verizon Communications Inc

Communication Services
-125
- 2.51%
$38.89 - $45.0 $4.86K - $5.63K
4.87K $218M
CMCSA
Comcast Corp

Communication Services
-272
- 2.93%
$37.33 - $41.78 $10.2K - $11.4K
9.02K $377M
DFAT
Dimensional ETF Tr U S Target

ETFs
-591
- 4.26%
$51.0 - $57.07 $30.1K - $33.7K
13.3K $738M
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.13%
$163.84 - $199.33 $164 - $199
796 $157M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-85
- 3.54%
$475.2 - $527.7 $40.4K - $44.9K
2.32K $1.22B
TXN
Texas Instruments Inc

Technology
-1
- 0.05%
$194.6 - $194.6 $195 - $195
2.12K $439M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-954
- 5.19%
$59.25 - $65.33 $56.5K - $62.3K
17.4K $1.13B
VT
Vanguard Total World Stk Index

ETFs
-1
- 0.02%
$107.72 - $119.96 $108 - $120
4.13K $495M
V
Visa Inc.

Financial Services
-26
- 0.85%
$253.74 - $291.56 $6.6K - $7.58K
3.03K $834M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1
- 0.09%
$386.81 - $423.12 $387 - $423
1.14K $482M
VO
Vanguard Mid Cap ETF

ETFs
-1
- 0.05%
$237.84 - $263.83 $238 - $264
2.13K $563M
JNJ
Johnson & Johnson

Healthcare
-8
- 0.22%
$145.48 - $167.38 $1.16K - $1.34K
3.58K $580M
VIS
Vanguard Industrial ETF

ETFs
-36
- 1.29%
$232.12 - $260.07 $8.36K - $9.36K
2.76K $718M
RTX
Raytheon Technologies Corp

Industrials
-124
- 2.93%
$99.55 - $123.34 $12.3K - $15.3K
4.11K $498M
VCR
Vanguard Consumer Discretionar

ETFs
-75
- 1.7%
$291.88 - $341.94 $21.9K - $25.6K
4.34K $1.48B
LNT
Alliant Energy Corp

Utilities
-1.79K
- 4.27%
$50.74 - $60.74 $91K - $109K
40.2K $2.44B
VTV
Vanguard Value ETF

ETFs
-1.27K
- 2.63%
$159.75 - $174.57 $202K - $221K
46.9K $8.2B
AAPL
Apple Inc.

Technology
-2.62K
- 4.08%
$207.23 - $234.82 $543K - $615K
61.7K $14.4B
Activity Summary
Buys All Purchases 75 New Holdings 22 Increased Positions 53 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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