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Holistic Financial Partners »

Berkshire Hathaway shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Holistic Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$324k	907	356.66
2019-12-31	$248k	1.1k	226.90
2018-03-31	$103k	517	199.23
2017-12-31	$101k	508	198.82

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)

Schwab Strategic Tr Intl Eqty Etf (SCHF)

First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Value Line Divid In SHS (FVD)

Ishares Tr Rus 1000 Grw Etf (IWF)

Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

First Tr Exchange-traded Lng Dur Oprtun (LGOV)

First Tr Exchange Traded Hlth Care Alph (FXH)

Ishares Tr Rus 1000 Val Etf (IWD)

Ishares Tr Russell 2000 Etf (IWM)

JPMorgan Chase & Co. (JPM)

First Tr Exch Trd Alphdx Japan Alphadex (FJP)

First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Holistic Financial Partners

Top funds holding Berkshire Hathaway

Bill & Melinda Gates Foundation Trust

Bank of New York Mellon

Norges Bank Investment Management

T. Rowe Price Associates

Jpmorgan Chase & Co

Charles Schwab Investment Management

Royal Bank of Canada

Bank of America Corporation

Legal & General Group

Goldman Sachs Group

Dimensional Fund Advisors

Flossbach Von Storch

View all funds holding Berkshire Hathaway

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