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Olistico Wealth

Latest statistics and disclosures from Olistico Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, AAPL, VTI, VGT, VTV, and represent 35.74% of Olistico Wealth's stock portfolio.
Added to shares of these 10 stocks: AVGO, CGGR, CGDV, VTI, NVDA, VGT, IWP, IBM, IJR, OKE.
Started 22 new stock positions in IOT, TSLA, COF, IVV, Blackrock, MDY, DKNG, WING, GNRC, UPRO. CDRO, XPO, DOV, RIOT, APO, LULU, AES, PYPL, AY, WFC, Te Connectivity, ITOT.
Reduced shares in these 10 stocks: AAPL, AMZN, VUG, MSFT, SPY, VTV, DFAU, VDE, LLY, DFAC.
Sold out of its positions in BLK, LCTU, LIT, CRGY, IYE, IHAK, SQ, VSS, VWO, VNQ. VBR, WAB, TEL.
Olistico Wealth was a net seller of stock by $-47k.
Olistico Wealth has $164M in assets under management (AUM), dropping by 4.38%.
Central Index Key (CIK): 0001962695

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Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 311 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	8.9	$15M	-3%	38k	383.93	View chart
Apple Stock (AAPL)	8.8	$14M	-4%	62k	233.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	7.4	$12M	+4%	43k	283.16	View chart
Vanguard Information Technology Etf Etf (VGT)	5.7	$9.3M	+3%	16k	586.52	View chart
Vanguard Value Etf Etf (VTV)	5.0	$8.2M	-2%	47k	174.57	View chart
Nvidia Corporation Stock (NVDA)	3.1	$5.1M	+7%	42k	121.44	View chart
Amazon Stock (AMZN)	3.0	$4.9M	-10%	27k	186.33	View chart
Capital Group Dividend Value Etf Etf (CGDV)	3.0	$4.9M	+16%	135k	36.44	View chart
Oneok Stock (OKE)	2.3	$3.7M	+4%	41k	91.13	View chart
Capital Group Growth Etf Etf (CGGR)	2.1	$3.4M	+35%	98k	34.79	View chart
Eli Lilly & Co Stock (LLY)	2.0	$3.2M	-5%	3.7k	885.95	View chart
Microsoft Corp Stock (MSFT)	1.7	$2.8M	-8%	6.4k	430.33	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	1.6	$2.7M	-7%	4.7k	573.79	View chart
Ishares Russell Mid-cap Growth Etf Etf (IWP)	1.6	$2.5M	+14%	22k	117.29	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.5	$2.5M	+8%	22k	116.97	View chart
Alliant Energy Corp Stock (LNT)	1.5	$2.4M	-4%	40k	60.69	View chart
Capital Group Core Equity Etf Etf (CGUS)	1.4	$2.3M		68k	34.28	View chart
Aaon Inc Com Par $0.004 Stock (AAON)	1.2	$1.9M		18k	107.84	View chart
Broadcom Stock (AVGO)	1.1	$1.8M	+839%	11k	172.50	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	1.1	$1.8M	-9%	53k	34.29	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	1.1	$1.8M	+8%	66k	26.97	View chart
Vanguard Health Care Etf Etf (VHT)	1.0	$1.6M	-7%	5.7k	282.23	View chart
Costco Whsl Corp Stock (COST)	0.9	$1.5M	-8%	1.7k	886.87	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.9	$1.5M		4.3k	340.50	View chart
Vanguard Large-cap Etf Etf (VV)	0.9	$1.4M		5.5k	263.30	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.8	$1.4M	-13%	35k	39.69	View chart
Mcdonalds Corp Stock (MCD)	0.8	$1.4M	+9%	4.5k	304.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.8	$1.4M	-7%	8.2k	165.85	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$1.2M	-3%	2.3k	527.89	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$1.2M	-12%	5.6k	210.86	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.7	$1.1M	-5%	17k	64.86	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.7	$1.1M		8.0k	135.45	View chart
American Express Stock (AXP)	0.6	$1.0M	+5%	3.8k	271.24	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$958k		1.7k	572.44	View chart
Novo-nordisk A S Adr (NVO)	0.6	$921k	+6%	7.7k	119.08	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.5	$899k		56k	16.05	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$840k		7.2k	117.23	View chart
Visa Inc Com Cl A Stock (V)	0.5	$834k		3.0k	275.04	View chart
Caseys Gen Stores Stock (CASY)	0.5	$815k		2.2k	375.76	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.5	$812k		1.8k	460.26	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$771k		4.6k	167.21	View chart
Coca Cola Stock (KO)	0.5	$750k		10k	71.86	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.5	$738k	-4%	13k	55.63	View chart
Merck & Co Stock (MRK)	0.5	$738k		6.5k	113.57	View chart
International Business Machs Stock (IBM)	0.4	$727k	+45%	3.3k	221.08	View chart
Vanguard Industrials Etf Etf (VIS)	0.4	$718k		2.8k	260.12	View chart
Enterprise Prods Partners Stock (EPD)	0.4	$706k		24k	29.11	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.4	$681k		23k	30.15	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.4	$648k	-17%	9.6k	67.27	View chart
Walmart Stock (WMT)	0.4	$639k	-20%	7.9k	80.75	View chart
Fedex Corp Stock (FDX)	0.4	$631k		2.3k	273.68	View chart
Procter And Gamble Stock (PG)	0.4	$619k		3.6k	173.20	View chart
Lockheed Martin Corp Stock (LMT)	0.4	$601k		1.0k	584.56	View chart
Cisco Sys Stock (CSCO)	0.4	$599k		11k	53.22	View chart
Caterpillar Stock (CAT)	0.4	$598k		1.5k	391.12	View chart
Johnson & Johnson Stock (JNJ)	0.4	$580k		3.6k	162.07	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$563k		2.1k	263.94	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.3	$553k	+4%	2.5k	218.54	View chart
Goldman Sachs Group Stock (GS)	0.3	$550k	+11%	1.1k	495.19	View chart
Chevron Corp Stock (CVX)	0.3	$514k		3.5k	147.31	View chart
Rtx Corporation Stock (RTX)	0.3	$498k	-2%	4.1k	121.18	View chart
Vanguard Total World Stock Etf Etf (VT)	0.3	$495k		4.1k	119.72	View chart
Vanguard Small-cap Etf Etf (VB)	0.3	$492k		2.1k	237.30	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.3	$490k	-13%	6.8k	71.73	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.3	$482k		1.1k	423.33	View chart
Home Depot Stock (HD)	0.3	$475k		1.2k	405.42	View chart
Vanguard Extended Market Etf Etf (VXF)	0.3	$470k	-21%	2.6k	182.00	View chart
Advanced Micro Devices Stock (AMD)	0.3	$468k	-23%	2.9k	164.08	View chart
Texas Instrs Stock (TXN)	0.3	$439k		2.1k	206.66	View chart
Eog Res Stock (EOG)	0.3	$437k		3.6k	122.95	View chart
Tjx Cos Stock (TJX)	0.3	$431k		3.7k	117.54	View chart
Salesforce Stock (CRM)	0.3	$430k		1.6k	273.71	View chart
Allstate Corp Stock (ALL)	0.3	$428k		2.3k	189.65	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$417k	-29%	5.3k	78.05	View chart
Vanguard Energy Etf Etf (VDE)	0.2	$401k	-34%	3.3k	122.48	View chart
Helmerich & Payne Stock (HP)	0.2	$382k		13k	30.42	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.2	$377k	-2%	9.0k	41.77	View chart
Unitedhealth Group Stock (UNH)	0.2	$355k		607.00	585.13	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$349k	-28%	5.4k	64.82	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.2	$340k		4.6k	73.68	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$339k	-21%	1.7k	200.46	View chart
Air Prods & Chems Stock (APD)	0.2	$325k	+22%	1.1k	297.74	View chart
Linde Stock (LIN)	0.2	$320k		670.00	476.86	View chart
Chubb Stock (CB)	0.2	$314k	+22%	1.1k	288.39	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$306k		495.00	618.57	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$286k		3.4k	82.94	View chart
Nxp Semiconductors N V Stock (NXPI)	0.2	$273k		1.1k	240.01	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$272k		769.00	353.75	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.2	$265k	-13%	3.0k	89.39	View chart
Disney Walt Stock (DIS)	0.2	$259k		2.7k	96.19	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$259k	-26%	1.3k	198.20	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.2	$252k	-29%	517.00	488.23	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$244k	-3%	2.8k	88.15	View chart
Adobe Stock (ADBE)	0.1	$223k	-4%	431.00	517.78	View chart
Verizon Communications Stock (VZ)	0.1	$219k	-2%	4.9k	44.91	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.1	$211k	-33%	936.00	225.76	View chart
Pepsico Stock (PEP)	0.1	$209k		1.2k	170.14	View chart
Sysco Corp Stock (SYY)	0.1	$205k	+101%	2.6k	78.06	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$198k		400.00	493.80	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$194k		516.00	375.51	View chart
Amgen Stock (AMGN)	0.1	$193k		600.00	322.21	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$189k		1.3k	145.39	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$182k	+25%	787.00	230.84	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.1	$168k		160.00	1051.24	View chart
Match Group Stock (MTCH)	0.1	$162k		4.3k	37.84	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$161k	-49%	3.2k	50.58	View chart
Kellanova Stock (K)	0.1	$159k		2.0k	80.71	View chart
Abbvie Stock (ABBV)	0.1	$157k		796.00	197.68	View chart
Southern Stock (SO)	0.1	$144k		1.6k	90.18	View chart
Micron Technology Stock (MU)	0.1	$143k		1.4k	103.71	View chart
Coterra Energy Stock (CTRA)	0.1	$139k		5.8k	23.95	View chart
Oracle Corp Stock (ORCL)	0.1	$130k	+4%	761.00	170.40	View chart
Honeywell Intl Stock (HON)	0.1	$128k		620.00	206.79	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$121k	-3%	549.00	220.89	View chart
Williams Cos Stock (WMB)	0.1	$119k	-10%	2.6k	45.65	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.1	$119k		1.1k	112.98	View chart
At&t Stock (T)	0.1	$117k		5.3k	22.00	View chart
Eaton Vance Tax-managed Buy- W Cef (ETV)	0.1	$116k		8.4k	13.80	View chart
Union Pac Corp Stock (UNP)	0.1	$116k		470.00	246.52	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$116k		475.00	243.47	View chart
Applied Matls Stock (AMAT)	0.1	$112k		555.00	202.05	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$112k		3.0k	37.20	View chart
Ishares Russell Mid-cap Value Etf Etf (IWS)	0.1	$112k	-24%	843.00	132.37	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$111k		1.6k	67.85	View chart
Prosperity Bancshares Stock (PB)	0.1	$107k		1.5k	72.07	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$106k		1.7k	62.32	View chart
Vanguard Core Bond Etf Etf (VCRB)	0.1	$106k	+135%	1.3k	79.19	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	0.1	$105k	+135%	4.5k	23.12	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$105k	-37%	1.9k	53.65	View chart
Lauder Estee Cos Inc Cl A Stock (EL)	0.1	$99k		993.00	99.69	View chart
Ishares Select Dividend Etf Etf (DVY)	0.1	$96k		713.00	135.07	View chart
Corning Stock (GLW)	0.1	$96k	-8%	2.1k	45.15	View chart
Principal Financial Group Stock (PFG)	0.1	$95k		1.1k	85.91	View chart
Ge Aerospace Stock (GE)	0.1	$94k	-14%	500.00	188.58	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$90k	+13%	1.7k	52.81	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$90k		1.1k	83.63	View chart
Danaher Corporation Stock (DHR)	0.1	$87k	-39%	311.00	278.06	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$85k		600.00	142.28	View chart
Genuine Parts Stock (GPC)	0.1	$84k	-10%	601.00	139.77	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$80k	NEW	139.00	576.82	View chart
Automatic Data Processing Stock (ADP)	0.0	$75k	-19%	271.00	277.08	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$72k		430.00	167.67	View chart
Dupont De Nemours Stock (DD)	0.0	$69k		772.00	89.13	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.0	$69k	-6%	1.1k	62.23	View chart
Tc Energy Corp Stock (TRP)	0.0	$67k		1.4k	47.59	View chart
Unilever Adr (UL)	0.0	$65k		1.0k	64.96	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$65k	-53%	1.0k	64.74	View chart
Blackrock Stock	0.0	$65k	NEW	67.00	962.72	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$63k		1.7k	37.65	View chart
Bank Montreal Que Stock (BMO)	0.0	$63k		700.00	90.20	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$62k		1.2k	51.74	View chart
American Elec Pwr Stock (AEP)	0.0	$62k		600.00	102.60	View chart
Abbott Labs Stock (ABT)	0.0	$61k		536.00	114.01	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$61k		2.5k	24.23	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$60k		685.00	87.80	View chart
Corteva Stock (CTVA)	0.0	$58k		983.00	58.80	View chart
Bok Finl Corp Stock (BOKF)	0.0	$52k		500.00	104.62	View chart
Medtronic Stock (MDT)	0.0	$51k		571.00	90.03	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$51k		1.1k	45.32	View chart
Kla Corp Stock (KLAC)	0.0	$50k		64.00	785.19	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$49k		525.00	93.58	View chart
Conocophillips Stock (COP)	0.0	$49k	-24%	464.00	105.41	View chart
Altria Group Stock (MO)	0.0	$48k	-15%	939.00	51.04	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.0	$48k		309.00	154.43	View chart
Dow Stock (DOW)	0.0	$48k	-8%	872.00	54.66	View chart
Us Bancorp Del Stock (USB)	0.0	$46k	-11%	1.0k	45.73	View chart
Boeing Stock (BA)	0.0	$46k	+5%	300.00	152.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$43k		752.00	57.41	View chart
American Tower Corp Reit (AMT)	0.0	$42k	-14%	179.00	233.39	View chart
Deere & Co Stock (DE)	0.0	$42k		100.00	417.33	View chart
Philip Morris Intl Stock (PM)	0.0	$41k		337.00	121.64	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$41k		516.00	79.23	View chart
Illinois Tool Wks Stock (ITW)	0.0	$40k	-24%	151.00	262.07	View chart
Borgwarner Stock (BWA)	0.0	$39k		1.1k	36.32	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.0	$38k	+149%	1.4k	27.84	View chart
Nextera Energy Stock (NEE)	0.0	$38k	-73%	451.00	84.53	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$37k	+151%	1.8k	21.01	View chart
First Finl Bankshares Stock (FFIN)	0.0	$37k		989.00	37.01	View chart
Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.0	$36k		372.00	97.79	View chart
Phillips 66 Stock (PSX)	0.0	$36k		274.00	131.68	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$36k		500.00	71.86	View chart
Wec Energy Group Stock (WEC)	0.0	$36k		372.00	96.18	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$34k		2.3k	14.69	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.0	$33k	-14%	412.00	80.37	View chart
Duke Energy Corp Stock (DUK)	0.0	$32k	-6%	280.00	115.47	View chart
Fortinet Stock (FTNT)	0.0	$32k		416.00	77.55	View chart
Carrier Global Corporation Stock (CARR)	0.0	$32k		400.00	80.49	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$31k		370.00	84.69	View chart
Centerpoint Energy Stock (CNP)	0.0	$31k		1.1k	29.43	View chart
Te Connectivity Stock	0.0	$30k	NEW	200.00	150.99	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$30k		120.00	245.45	View chart
Ge Vernova Stock (GEV)	0.0	$29k	-15%	113.00	254.98	View chart
Autodesk Stock (ADSK)	0.0	$29k		104.00	275.48	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$27k		276.00	99.16	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$27k		157.00	173.71	View chart
Northern Tr Corp Stock (NTRS)	0.0	$27k		300.00	90.03	View chart
Sherwin Williams Stock (SHW)	0.0	$27k		69.00	384.59	View chart
Sabine Rty Tr Unit Ben Int Stock (SBR)	0.0	$26k		427.00	61.77	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.0	$26k	-58%	826.00	31.78	View chart
Starbucks Corp Stock (SBUX)	0.0	$26k	-32%	269.00	97.49	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$26k	-20%	492.00	52.86	View chart
Yum Brands Stock (YUM)	0.0	$25k		180.00	139.71	View chart
Cummins Stock (CMI)	0.0	$24k		74.00	325.30	View chart
Iqvia Hldgs Stock (IQV)	0.0	$24k		100.00	236.97	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$23k		242.00	96.38	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$23k		1.0k	23.30	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.0	$23k		300.00	76.02	View chart
Targa Res Corp Stock (TRGP)	0.0	$23k		153.00	148.01	View chart
Firstenergy Corp Stock (FE)	0.0	$22k		500.00	44.35	View chart
Ford Mtr Stock (F)	0.0	$21k		2.0k	10.56	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$21k		200.00	104.12	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$20k	NEW	35.00	569.66	View chart
Ingersoll Rand Stock (IR)	0.0	$20k		201.00	98.16	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$20k	-73%	295.00	66.67	View chart
Campbell Soup Stock (CPB)	0.0	$20k		400.00	48.92	View chart
Texas Pacific Land Corporation Stock (TPL)	0.0	$19k		21.00	884.76	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$19k		168.00	109.91	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$18k		255.00	71.71	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$18k	-25%	369.00	49.31	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.0	$18k	+152%	361.00	49.94	View chart
Hancock John Pfd Income Fd Iii Cef (HPS)	0.0	$18k		1.0k	17.24	View chart
Morgan Stanley Stock (MS)	0.0	$16k		154.00	104.24	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$16k		200.00	77.61	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$15k	-73%	282.00	53.87	View chart
Baxter Intl Stock (BAX)	0.0	$15k		400.00	37.97	View chart
One Gas Stock (OGS)	0.0	$15k		200.00	74.42	View chart
Pfizer Stock (PFE)	0.0	$15k	-44%	500.00	28.94	View chart
Trane Technologies Stock (TT)	0.0	$14k	-48%	37.00	390.24	View chart
Discover Finl Svcs Stock (DFS)	0.0	$14k		100.00	140.29	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.0	$14k		146.00	95.49	View chart
Intercontinental Exchange Stock (ICE)	0.0	$14k		86.00	160.64	View chart
Intuitive Surgical Stock (ISRG)	0.0	$14k	+55%	28.00	491.29	View chart
Truist Finl Corp Stock (TFC)	0.0	$13k		300.00	42.77	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$13k		100.00	128.20	View chart
Citigroup Stock (C)	0.0	$13k		203.00	62.60	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$12k		45.00	267.38	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$12k		144.00	83.33	View chart
Kyndryl Hldgs Stock (KD)	0.0	$12k		516.00	22.98	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$12k	-18%	125.00	93.85	View chart
Intel Corp Stock (INTC)	0.0	$12k		500.00	23.46	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.0	$12k	+14%	86.00	136.34	View chart
Occidental Pete Corp Stock (OXY)	0.0	$10k		200.00	51.54	View chart
Apollo Global Mgmt Stock (APO)	0.0	$10k	NEW	80.00	124.91	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$10k		1.2k	8.25	View chart
Phinia Stock (PHIN)	0.0	$9.8k		212.00	46.03	View chart
Devon Energy Corp Stock (DVN)	0.0	$9.7k		248.00	39.15	View chart
Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV)	0.0	$9.6k		57.00	169.23	View chart
Wk Kellogg Stock (KLG)	0.0	$9.6k		563.00	17.11	View chart
Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC)	0.0	$9.5k		375.00	25.40	View chart
Ishares Morningstar Small Cap Value Etf Etf (ISCV)	0.0	$9.5k		150.00	63.48	View chart
Halliburton Stock (HAL)	0.0	$9.0k		310.00	29.05	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$8.9k		50.00	178.18	View chart
Empire Pete Corp Stock	0.0	$8.7k		1.7k	5.25	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$8.3k		75.00	110.47	View chart
Vanguard Long-term Bond Etf Etf (BLV)	0.0	$8.2k	-73%	109.00	75.33	View chart
Prudential Finl Stock (PRU)	0.0	$8.2k	-49%	67.00	122.48	View chart
Nike Inc Cl B Stock (NKE)	0.0	$8.0k		90.00	88.40	View chart
Bank America Corp Stock (BAC)	0.0	$7.9k		200.00	39.68	View chart
Cleveland-cliffs Stock (CLF)	0.0	$7.5k		590.00	12.77	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$7.5k	+9%	34.00	220.71	View chart
Bank Of Nt Butterfield&son Stock (NTB)	0.0	$7.4k		200.00	36.88	View chart
HP Stock (HPQ)	0.0	$7.2k		200.00	35.87	View chart
Pentair Stock (PNR)	0.0	$7.0k		72.00	97.79	View chart
Kayne Anderson Energy Infrstr Cef (KYN)	0.0	$6.8k		620.00	11.00	View chart
Metlife Stock (MET)	0.0	$6.8k		82.00	82.48	View chart
Evolus Stock (EOLS)	0.0	$6.5k		400.00	16.20	View chart
Bhp Group Adr (BHP)	0.0	$6.2k		100.00	62.11	View chart
Mercer Intl Stock (MERC)	0.0	$5.1k		755.00	6.77	View chart
Lululemon Athletica Stock (LULU)	0.0	$4.9k	NEW	18.00	271.33	View chart
Codere Online Luxembourg S A Ordinary Shares Stock (CDRO)	0.0	$4.8k	NEW	600.00	7.99	View chart
CKX LDS Stock (CKX)	0.0	$4.7k		339.00	13.92	View chart
Draftkings Inc New Com Cl A Stock (DKNG)	0.0	$4.5k	NEW	115.00	39.20	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$4.1k		200.00	20.46	View chart
L3harris Technologies Stock (LHX)	0.0	$3.8k		16.00	237.88	View chart
Canadian Pacific Kansas City Stock (CP)	0.0	$3.7k		43.00	85.63	View chart
Hanesbrands Stock (HBI)	0.0	$3.7k		500.00	7.35	View chart
Baker Hughes Company Cl A Stock (BKR)	0.0	$3.6k		100.00	36.15	View chart
Yum China Hldgs Stock (YUMC)	0.0	$3.6k		80.00	45.02	View chart
Capital One Finl Corp Stock (COF)	0.0	$3.4k	NEW	23.00	149.74	View chart
Tesla Stock (TSLA)	0.0	$3.4k	NEW	13.00	261.62	View chart
Xpo Stock (XPO)	0.0	$3.2k	NEW	30.00	107.50	View chart
Wells Fargo Stock (WFC)	0.0	$3.1k	NEW	55.00	56.49	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$3.0k	-2%	44.00	67.09	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$2.9k		35.00	83.00	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$2.9k		28.00	103.29	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$2.8k	NEW	22.00	125.64	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$2.6k	-97%	45.00	57.62	View chart
Aes Corp Stock (AES)	0.0	$2.6k	NEW	129.00	20.06	View chart
Wingstop Stock (WING)	0.0	$2.5k	NEW	6.00	416.00	View chart
Invesco Floating Rate Municipal Income Etf Etf (PVI)	0.0	$2.5k		100.00	24.86	View chart
Generac Hldgs Stock (GNRC)	0.0	$2.4k	NEW	15.00	158.87	View chart
Expand Energy Corporation Stock (CHK)	0.0	$2.0k		24.00	82.25	View chart
Dover Corp Stock (DOV)	0.0	$1.9k	NEW	10.00	191.70	View chart
Atlantica Sustainable Infr Stock (AY)	0.0	$1.6k	NEW	75.00	21.99	View chart
Astrazeneca Adr (AZN)	0.0	$1.6k		21.00	77.90	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$1.1k	-50%	4.00	280.50	View chart
Samsara Inc Com Cl A Stock (IOT)	0.0	$1.1k	NEW	23.00	48.13	View chart
Charter Communications Inc New Cl A Stock (CHTR)	0.0	$972.000000		3.00	324.00	View chart
Mp Materials Corp Com Cl A Stock (MP)	0.0	$970.997500		55.00	17.65	View chart
Pilgrims Pride Corp Stock (PPC)	0.0	$874.999400		19.00	46.05	View chart
Canoo Inc Cl A Stock (GOEV)	0.0	$854.025200		868.00	0.98	View chart
Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS)	0.0	$743.000000		25.00	29.72	View chart
Woodside Energy Group Adr (WDS)	0.0	$621.000000		36.00	17.25	View chart
Proshares Ultrapro S&p500 Etf (UPRO)	0.0	$603.000300	NEW	7.00	86.14	View chart
Marathon Oil Corp Stock (MRO)	0.0	$533.000000		20.00	26.65	View chart
Textron Stock (TXT)	0.0	$443.000000		5.00	88.60	View chart
Brighthouse Finl Stock (BHF)	0.0	$315.000000		7.00	45.00	View chart
Viatris Stock (VTRS)	0.0	$279.000000	-58%	24.00	11.62	View chart
Riot Platforms Stock (RIOT)	0.0	$199.999800	NEW	27.00	7.41	View chart
Paypal Hldgs Stock (PYPL)	0.0	$156.000000	NEW	2.00	78.00	View chart
SNDL Stock (SNDL)	0.0	$24.999600		12.00	2.08	View chart

Past Filings by Olistico Wealth

SEC 13F filings are viewable for Olistico Wealth going back to 2022

Olistico Wealth 2024 Q3 filed Oct. 8, 2024
Olistico Wealth 2024 Q2 filed July 9, 2024
Olistico Wealth 2024 Q1 filed April 25, 2024
Olistico Wealth 2023 Q4 filed Feb. 12, 2024
Olistico Wealth 2023 Q3 filed Oct. 19, 2023
Olistico Wealth 2023 Q2 filed July 25, 2023
Olistico Wealth 2023 Q1 filed May 11, 2023
Olistico Wealth 2022 Q4 filed Feb. 2, 2023

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