Olistico Wealth

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

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Portfolio Holdings for Olistico Wealth

Olistico Wealth holds 302 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Etf (VUG) 9.4 $15M 39k 374.01
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Apple Stock (AAPL) 8.6 $14M 64k 210.62
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Vanguard Total Stock Market Etf Etf (VTI) 6.9 $11M +3% 41k 267.51
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Vanguard Information Technology Etf Etf (VGT) 5.6 $8.8M 15k 576.58
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Vanguard Value Etf Etf (VTV) 4.9 $7.7M 48k 160.41
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Amazon Stock (AMZN) 3.7 $5.7M 30k 193.25
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Nvidia Corporation Stock (NVDA) 3.1 $4.8M +972% 39k 123.54
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Capital Group Dividend Value Etf Etf (CGDV) 2.4 $3.8M +9% 115k 33.00
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Eli Lilly & Co Stock (LLY) 2.2 $3.5M +3% 3.9k 905.39
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Oneok Stock (OKE) 2.0 $3.2M 39k 81.55
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Microsoft Corp Stock (MSFT) 2.0 $3.1M 7.0k 446.95
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Spdr S&p 500 Etf Trust Etf (SPY) 1.8 $2.8M +10% 5.1k 544.24
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Capital Group Growth Etf Etf (CGGR) 1.5 $2.4M +12% 72k 32.89
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Capital Group Core Equity Etf Etf (CGUS) 1.4 $2.2M 68k 32.25
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Alliant Energy Corp Stock (LNT) 1.4 $2.1M 42k 50.90
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Ishares Core S&p Small Cap Etf Etf (IJR) 1.4 $2.1M +2% 20k 106.66
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Ishares Russell Mid-cap Growth Etf Etf (IWP) 1.3 $2.1M +5% 19k 110.35
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Dimensional U.s. Core Equity 2 Etf Etf (DFAC) 1.2 $1.9M 59k 32.24
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Broadcom Stock (AVGO) 1.2 $1.8M +11% 1.1k 1605.53
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Vanguard Health Care Etf Etf (VHT) 1.0 $1.6M 6.2k 266.01
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Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.0 $1.6M -2% 8.9k 182.15
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Costco Whsl Corp Stock (COST) 1.0 $1.6M +2% 1.9k 849.83
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Capital Group International Focus Equity Etf Etf (CGXU) 1.0 $1.6M +10% 61k 25.72
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Aaon Inc Com Par $0.004 Stock (AAON) 1.0 $1.6M 18k 87.24
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Dimensional Us Core Equity Market Etf Etf (DFAU) 1.0 $1.5M -8% 40k 37.49
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Vanguard Consumer Discretionary Etf Etf (VCR) 0.9 $1.4M -4% 4.4k 312.35
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Vanguard Large-cap Etf Etf (VV) 0.9 $1.4M 5.5k 249.62
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Jpmorgan Chase & Co Stock (JPM) 0.8 $1.3M -4% 6.4k 202.26
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Vanguard S&p 500 Etf Etf (VOO) 0.8 $1.2M +27% 2.4k 500.07
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Dimensional U.s. Small Cap Etf Etf (DFAS) 0.7 $1.1M -3% 18k 60.08
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Mcdonalds Corp Stock (MCD) 0.7 $1.0M +6% 4.1k 254.87
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Novo-nordisk A S Adr (NVO) 0.7 $1.0M 7.3k 142.74
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Industrial Select Sector Spdr Fund Etf (XLI) 0.6 $968k 7.9k 121.86
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.6 $908k 56k 16.22
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.5 $845k 4.6k 183.40
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Meta Platforms Inc Cl A Stock (META) 0.5 $844k +13% 1.7k 504.22
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Caseys Gen Stores Stock (CASY) 0.5 $827k 2.2k 381.60
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Exxon Mobil Corp Stock (XOM) 0.5 $823k +66% 7.2k 115.11
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American Express Stock (AXP) 0.5 $823k +12% 3.6k 231.55
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Visa Inc Com Cl A Stock (V) 0.5 $803k 3.1k 262.47
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Merck & Co Stock (MRK) 0.5 $800k +6% 6.5k 123.80
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Invesco S&p 500 Quality Etf Etf (SPHQ) 0.5 $742k 12k 63.54
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.5 $719k -2% 14k 51.87
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $718k 1.8k 406.80
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Enterprise Prods Partners Stock (EPD) 0.4 $703k 24k 28.98
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Fedex Corp Stock (FDX) 0.4 $691k -2% 2.3k 299.84
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Walmart Stock (WMT) 0.4 $671k +36% 9.9k 67.71
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Capital Group Global Growth Equity Etf Etf (CGGO) 0.4 $664k 23k 29.44
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Coca Cola Stock (KO) 0.4 $663k 10k 63.65
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Vanguard Industrials Etf Etf (VIS) 0.4 $658k +66% 2.8k 235.25
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Vanguard Energy Etf Etf (VDE) 0.4 $636k 5.0k 127.58
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Advanced Micro Devices Stock (AMD) 0.4 $608k 3.7k 162.21
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Procter And Gamble Stock (PG) 0.4 $590k +5% 3.6k 164.92
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Vanguard Extended Market Etf Etf (VXF) 0.4 $558k +64% 3.3k 168.78
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Chevron Corp Stock (CVX) 0.4 $556k 3.6k 156.41
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Schwab Charles Corp Stock (SCHW) 0.4 $553k +78% 7.5k 73.69
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $548k -36% 7.5k 72.64
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Cisco Sys Stock (CSCO) 0.3 $535k 11k 47.51
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Johnson & Johnson Stock (JNJ) 0.3 $524k +2% 3.6k 146.17
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Vanguard Mid-cap Etf Etf (VO) 0.3 $516k -10% 2.1k 242.09
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Invesco S&p 500 Low Volatility Etf Etf (SPLV) 0.3 $510k 7.9k 64.95
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Caterpillar Stock (CAT) 0.3 $510k +6% 1.5k 333.10
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Vanguard Consumer Staples Etf Etf (VDC) 0.3 $494k 2.4k 203.04
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Lockheed Martin Corp Stock (LMT) 0.3 $478k 1.0k 467.10
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Vanguard Total World Stock Etf Etf (VT) 0.3 $465k -4% 4.1k 112.62
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Helmerich & Payne Stock (HP) 0.3 $454k 13k 36.14
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Vanguard Small-cap Etf Etf (VB) 0.3 $452k 2.1k 218.08
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Goldman Sachs Group Stock (GS) 0.3 $452k +14% 999.00 452.40
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Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) 0.3 $445k 1.1k 390.98
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Eog Res Stock (EOG) 0.3 $444k +2% 3.5k 125.87
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Rtx Corporation Stock (RTX) 0.3 $425k 4.2k 100.39
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Texas Instrs Stock (TXN) 0.3 $413k -8% 2.1k 194.49
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Salesforce Stock (CRM) 0.3 $404k +46% 1.6k 257.10
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Tjx Cos Stock (TJX) 0.3 $404k +48% 3.7k 110.10
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Home Depot Stock (HD) 0.3 $400k -67% 1.2k 344.36
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Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.3 $393k 2.2k 182.39
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International Business Machs Stock (IBM) 0.2 $392k -8% 2.3k 172.95
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Comcast Corp New Cl A Stock (CMCSA) 0.2 $364k 9.3k 39.16
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Allstate Corp Stock (ALL) 0.2 $360k 2.3k 159.66
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Invesco Qqq Trust Series I Etf (QQQ) 0.2 $351k 732.00 478.84
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.2 $322k -25% 1.8k 182.52
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Technology Select Sector Spdr Fund Etf (XLK) 0.2 $318k 1.4k 226.19
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Nxp Semiconductors N V Stock (NXPI) 0.2 $306k 1.1k 269.09
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Unitedhealth Group Stock (UNH) 0.2 $306k -2% 600.00 509.66
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.2 $298k +19% 4.6k 65.44
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Linde Stock (LIN) 0.2 $294k 670.00 438.81
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Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.2 $283k -3% 6.4k 44.43
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Vanguard Russell 2000 Etf Etf (VTWO) 0.2 $282k -5% 3.4k 81.97
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $276k 3.4k 80.13
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Thermo Fisher Scientific Stock (TMO) 0.2 $274k -5% 495.00 553.00
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Disney Walt Stock (DIS) 0.2 $270k +47% 2.7k 99.29
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Adobe Stock (ADBE) 0.2 $251k -35% 451.00 555.54
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Ishares Russell Midcap Etf Etf (IWR) 0.1 $232k 2.9k 81.09
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Air Prods & Chems Stock (APD) 0.1 $230k -10% 890.00 258.05
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.1 $229k 754.00 303.49
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Chubb Stock (CB) 0.1 $227k 889.00 255.08
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Verizon Communications Stock (VZ) 0.1 $206k NEW 5.0k 41.24
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Pepsico Stock (PEP) 0.1 $202k 1.2k 164.95
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $188k NEW 516.00 364.31
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Amgen Stock (AMGN) 0.1 $188k NEW 600.00 312.45
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Micron Technology Stock (MU) 0.1 $181k NEW 1.4k 131.53
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Vanguard Communication Services Etf Etf (VOX) 0.1 $180k NEW 1.3k 138.20
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Mastercard Incorporated Cl A Stock (MA) 0.1 $177k NEW 400.00 441.16
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Regeneron Pharmaceuticals Stock (REGN) 0.1 $168k NEW 160.00 1051.03
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Schwab Us Tips Etf Etf (SCHP) 0.1 $163k NEW 3.1k 52.00
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Coterra Energy Stock (CTRA) 0.1 $155k NEW 5.8k 26.67
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Ishares Semiconductor Etf Etf (SOXX) 0.1 $155k NEW 627.00 246.70
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Abbvie Stock (ABBV) 0.1 $137k NEW 797.00 171.46
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Ishares Russell Mid-cap Value Etf Etf (IWS) 0.1 $135k NEW 1.1k 120.72
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Honeywell Intl Stock (HON) 0.1 $135k NEW 632.00 213.62
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Applied Matls Stock (AMAT) 0.1 $131k NEW 555.00 235.99
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Match Group Stock (MTCH) 0.1 $130k NEW 4.3k 30.38
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Vanguard Total International Stock Etf Etf (VXUS) 0.1 $130k NEW 2.2k 60.30
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Danaher Corporation Stock (DHR) 0.1 $129k NEW 516.00 249.87
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Chipotle Mexican Grill Stock (CMG) 0.1 $125k NEW 2.0k 62.65
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Williams Cos Stock (WMB) 0.1 $124k NEW 2.9k 42.51
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Southern Stock (SO) 0.1 $124k NEW 1.6k 77.57
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Nextera Energy Stock (NEE) 0.1 $122k NEW 1.7k 70.81
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $115k NEW 569.00 202.89
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Eaton Vance Tax-managed Buy- W Cef (ETV) 0.1 $115k NEW 8.4k 13.67
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Kellanova Stock (K) 0.1 $114k NEW 2.0k 57.68
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Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $113k NEW 1.1k 107.12
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Vanguard Mid-cap Growth Etf Etf (VOT) 0.1 $109k NEW 475.00 229.56
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Union Pac Corp Stock (UNP) 0.1 $106k NEW 470.00 226.28
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Lauder Estee Cos Inc Cl A Stock (EL) 0.1 $106k NEW 993.00 106.40
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Schwab U.s. Large-cap Etf Etf (SCHX) 0.1 $105k NEW 1.6k 64.25
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Oracle Corp Stock (ORCL) 0.1 $102k NEW 725.00 141.20
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At&t Stock (T) 0.1 $101k NEW 5.3k 19.11
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Ishares Core S&p Mid-cap Etf Etf (IJH) 0.1 $100k NEW 1.7k 58.52
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Genuine Parts Stock (GPC) 0.1 $93k NEW 674.00 138.40
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Ge Aerospace Stock (GE) 0.1 $93k NEW 584.00 158.97
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Sysco Corp Stock (SYY) 0.1 $93k NEW 1.3k 71.39
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Prosperity Bancshares Stock (PB) 0.1 $91k NEW 1.5k 61.14
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Corning Stock (GLW) 0.1 $90k NEW 2.3k 38.85
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Ishares Select Dividend Etf Etf (DVY) 0.1 $86k NEW 713.00 120.98
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Principal Financial Group Stock (PFG) 0.1 $86k NEW 1.1k 78.44
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $84k NEW 1.1k 78.33
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Kimberly-clark Corp Stock (KMB) 0.1 $83k NEW 600.00 138.20
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Automatic Data Processing Stock (ADP) 0.1 $80k NEW 336.00 238.93
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Palantir Technologies Inc Cl A Stock (PLTR) 0.0 $76k NEW 3.0k 25.33
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.0 $74k NEW 1.5k 49.42
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C3 Ai Inc Cl A Stock (AI) 0.0 $72k NEW 2.5k 28.96
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Conocophillips Stock (COP) 0.0 $70k NEW 614.00 114.39
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Dimensional U.s. Equity Etf Etf (DFUS) 0.0 $69k NEW 1.2k 58.84
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.0 $69k NEW 1.1k 62.87
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Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $65k NEW 430.00 150.43
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Energy Select Sector Spdr Fund Etf (XLE) 0.0 $62k NEW 685.00 91.15
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Dupont De Nemours Stock (DD) 0.0 $62k NEW 772.00 80.51
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Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) 0.0 $61k NEW 1.7k 36.28
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Bank Montreal Que Stock (BMO) 0.0 $59k NEW 700.00 83.85
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Dimensional International Core Equity Market Etf Etf (DFAI) 0.0 $59k NEW 2.0k 29.67
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Abbott Labs Stock (ABT) 0.0 $56k NEW 536.00 103.91
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Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB) 0.0 $55k NEW 1.1k 51.26
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Unilever Adr (UL) 0.0 $55k NEW 1.0k 54.99
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Blackrock Stock (BLK) 0.0 $54k NEW 68.00 786.53
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Kla Corp Stock (KLAC) 0.0 $53k NEW 65.00 821.65
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Tc Energy Corp Stock (TRP) 0.0 $53k NEW 1.4k 37.90
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Corteva Stock (CTVA) 0.0 $53k NEW 983.00 53.95
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American Elec Pwr Stock (AEP) 0.0 $53k NEW 600.00 87.74
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Boeing Stock (BA) 0.0 $52k NEW 285.00 182.01
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Dow Stock (DOW) 0.0 $51k NEW 953.00 53.02
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Altria Group Stock (MO) 0.0 $51k NEW 1.1k 45.55
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Bristol-myers Squibb Stock (BMY) 0.0 $50k NEW 1.2k 41.53
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Illinois Tool Wks Stock (ITW) 0.0 $47k NEW 199.00 236.96
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Financial Select Sector Spdr Fund Etf (XLF) 0.0 $47k NEW 1.1k 41.11
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Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.0 $47k NEW 525.00 88.48
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Bok Finl Corp Stock (BOKF) 0.0 $46k NEW 500.00 91.64
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Health Care Select Sector Spdr Fund Etf (XLV) 0.0 $45k NEW 310.00 145.67
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Us Bancorp Del Stock (USB) 0.0 $45k NEW 1.1k 39.70
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Medtronic Stock (MDT) 0.0 $45k NEW 571.00 78.71
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Vanguard Core Bond Etf Etf (VCRB) 0.0 $43k NEW 569.00 76.03
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Capital Group Core Plus Income Etf Etf (CGCP) 0.0 $43k NEW 1.9k 22.22
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American Tower Corp Reit (AMT) 0.0 $41k NEW 210.00 194.04
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.0 $40k NEW 752.00 53.53
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Ishares Morningstar U.s. Equity Etf Etf (ILCB) 0.0 $39k NEW 516.00 75.17
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Phillips 66 Stock (PSX) 0.0 $39k NEW 274.00 141.30
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Deere & Co Stock (DE) 0.0 $37k NEW 100.00 373.63
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Schwab U.s. Large-cap Value Etf Etf (SCHV) 0.0 $36k NEW 484.00 74.12
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Spdr Bloomberg High Yield Bond Etf Etf (JNK) 0.0 $35k NEW 372.00 94.27
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Borgwarner Stock (BWA) 0.0 $35k NEW 1.1k 32.25
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Philip Morris Intl Stock (PM) 0.0 $34k NEW 337.00 101.39
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Centerpoint Energy Stock (CNP) 0.0 $33k NEW 1.1k 30.99
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Starbucks Corp Stock (SBUX) 0.0 $31k NEW 401.00 77.85
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Ishares Global Clean Energy Etf Etf (ICLN) 0.0 $31k NEW 2.3k 13.32
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Vaneck Semiconductor Etf Etf (SMH) 0.0 $31k NEW 119.00 260.70
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.0 $30k NEW 622.00 48.74
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Duke Energy Corp Stock (DUK) 0.0 $30k NEW 300.00 100.37
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Te Connectivity Stock (TEL) 0.0 $30k NEW 200.00 150.43
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Bank New York Mellon Corp Stock (BK) 0.0 $30k NEW 500.00 59.89
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First Finl Bankshares Stock (FFIN) 0.0 $29k NEW 989.00 29.53
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Wec Energy Group Stock (WEC) 0.0 $29k NEW 372.00 78.46
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Vanguard Long-term Bond Etf Etf (BLV) 0.0 $29k NEW 407.00 70.33
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.0 $29k NEW 366.00 77.80
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Sabine Rty Tr Unit Ben Int Stock (SBR) 0.0 $28k NEW 427.00 64.69
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Taiwan Semiconductor Mfg Adr (TSM) 0.0 $27k NEW 157.00 173.85
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Ishares Global 100 Etf Etf (IOO) 0.0 $27k NEW 276.00 96.58
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Autodesk Stock (ADSK) 0.0 $26k NEW 104.00 247.45
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Carrier Global Corporation Stock (CARR) 0.0 $25k NEW 400.00 63.08
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Northern Tr Corp Stock (NTRS) 0.0 $25k NEW 300.00 83.98
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Ford Mtr Co Del Stock (F) 0.0 $25k NEW 2.0k 12.54
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Fortinet Stock (FTNT) 0.0 $25k -87% 416.00 60.27
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Pfizer Stock (PFE) 0.0 $25k NEW 896.00 27.98
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $24k NEW 498.00 48.54
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Yum Brands Stock (YUM) 0.0 $24k NEW 180.00 132.46
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Trane Technologies Stock (TT) 0.0 $24k NEW 72.00 329.60
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Ge Vernova Stock (GEV) 0.0 $23k NEW 134.00 171.51
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Materials Select Sector Spdr Fund Etf (XLB) 0.0 $21k NEW 242.00 88.31
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Iqvia Hldgs Stock (IQV) 0.0 $21k NEW 100.00 211.44
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Ishares Morningstar Mid-cap Etf Etf (IMCB) 0.0 $21k NEW 300.00 70.09
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Sherwin Williams Stock (SHW) 0.0 $21k NEW 69.00 300.30
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Cummins Stock (CMI) 0.0 $21k NEW 74.00 276.55
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Targa Res Corp Stock (TRGP) 0.0 $20k NEW 156.00 128.78
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Kratos Defense & Sec Solutions Stock (KTOS) 0.0 $20k NEW 1.0k 20.01
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Otis Worldwide Corp Stock (OTIS) 0.0 $19k NEW 200.00 96.43
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Firstenergy Corp Stock (FE) 0.0 $19k NEW 500.00 38.27
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Ingersoll Rand Stock (IR) 0.0 $18k NEW 201.00 90.84
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Campbell Soup Stock (CPB) 0.0 $18k NEW 400.00 45.19
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Flexshares Quality Dividend Index Fund Etf (QDF) 0.0 $17k NEW 255.00 66.51
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Vanguard Financials Etf Etf (VFH) 0.0 $17k NEW 168.00 99.88
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Hancock John Pfd Income Fd Iii Cef (HPS) 0.0 $16k NEW 1.0k 15.81
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Prudential Finl Stock (PRU) 0.0 $16k NEW 133.00 116.98
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Intel Corp Stock (INTC) 0.0 $16k NEW 500.00 30.97
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Texas Pacific Land Corporation Stock (TPL) 0.0 $15k NEW 21.00 734.29
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Morgan Stanley Stock (MS) 0.0 $15k NEW 154.00 97.19
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Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 0.0 $15k NEW 550.00 26.92
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Invesco Senior Loan Etf Etf (BKLN) 0.0 $15k NEW 702.00 21.04
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Kyndryl Hldgs Stock (KD) 0.0 $14k NEW 516.00 26.31
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Baxter Intl Stock (BAX) 0.0 $13k NEW 400.00 33.45
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Johnson Ctls Intl Stock (JCI) 0.0 $13k NEW 200.00 66.47
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Discover Finl Svcs Stock (DFS) 0.0 $13k NEW 100.00 130.81
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Citigroup Stock (C) 0.0 $13k NEW 203.00 63.46
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.0 $13k NEW 146.00 88.13
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One Gas Stock (OGS) 0.0 $13k NEW 200.00 63.85
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Occidental Pete Corp Stock (OXY) 0.0 $13k NEW 200.00 63.03
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Ge Healthcare Technologies Stock (GEHC) 0.0 $12k NEW 153.00 77.92
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Vanguard High Dividend Yield Index Etf Etf (VYM) 0.0 $12k NEW 100.00 118.60
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Intercontinental Exchange Stock (ICE) 0.0 $12k -95% 86.00 136.90
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Devon Energy Corp Stock (DVN) 0.0 $12k NEW 247.00 47.42
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Truist Finl Corp Stock (TFC) 0.0 $12k NEW 300.00 38.85
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Vanguard Small-cap Growth Etf Etf (VBK) 0.0 $11k NEW 45.00 250.13
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Coinbase Global Inc Com Cl A Stock (COIN) 0.0 $11k NEW 50.00 222.24
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Vanguard Russell 1000 Value Etf Etf (VONV) 0.0 $11k NEW 144.00 76.57
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Halliburton Stock (HAL) 0.0 $11k NEW 310.00 33.78
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United Parcel Service Inc Cl B Stock (UPS) 0.0 $10k NEW 75.00 136.85
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Wk Kellogg Stock (KLG) 0.0 $9.3k NEW 563.00 16.46
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Cleveland-cliffs Stock (CLF) 0.0 $9.1k NEW 590.00 15.39
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Warner Bros Discovery Inc Com Ser A Stock (WBD) 0.0 $9.0k NEW 1.2k 7.44
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Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) 0.0 $8.9k NEW 375.00 23.78
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Spdr Ssga Us Large Cap Low Volatility Index Etf Etf (LGLV) 0.0 $8.7k NEW 57.00 152.56
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Ishares Morningstar Small Cap Value Etf Etf (ISCV) 0.0 $8.7k NEW 150.00 57.91
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Ishares U.s. Energy Etf Etf (IYE) 0.0 $8.6k NEW 180.00 48.00
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Empire Pete Corp Stock 0.0 $8.5k NEW 1.7k 5.16
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Phinia Stock (PHIN) 0.0 $8.3k NEW 212.00 39.36
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Ishares Tips Bond Etf Etf (TIP) 0.0 $8.0k NEW 75.00 106.79
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Intuitive Surgical Stock (ISRG) 0.0 $8.0k NEW 18.00 444.83
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Bank America Corp Stock (BAC) 0.0 $8.0k NEW 200.00 39.77
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Vanguard Ultra-short Bond Etf Etf (VUSB) 0.0 $7.1k NEW 143.00 49.52
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Bank Of Nt Butterfield&son Stock (NTB) 0.0 $7.0k NEW 200.00 35.12
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HP Stock (HPQ) 0.0 $7.0k NEW 200.00 35.02
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Nike Inc Cl B Stock (NKE) 0.0 $6.8k NEW 90.00 75.37
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Ishares Russell Top 200 Growth Etf Etf (IWY) 0.0 $6.7k NEW 31.00 215.23
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Mercer Intl Stock (MERC) 0.0 $6.4k NEW 755.00 8.54
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Kayne Anderson Energy Infrstr Cef (KYN) 0.0 $6.4k NEW 620.00 10.33
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Global X Lithium & Battery Tech Etf Etf (LIT) 0.0 $5.8k NEW 150.00 38.81
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Metlife Stock (MET) 0.0 $5.8k NEW 82.00 70.20
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Bhp Group Adr (BHP) 0.0 $5.7k NEW 100.00 57.09
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Pentair Stock (PNR) 0.0 $5.5k NEW 72.00 76.67
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.0 $5.0k NEW 114.00 43.76
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CKX LDS Stock (CKX) 0.0 $4.6k NEW 339.00 13.50
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Evolus Stock (EOLS) 0.0 $4.3k NEW 400.00 10.85
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Hewlett Packard Enterprise Stock (HPE) 0.0 $4.2k NEW 200.00 21.17
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L3harris Technologies Stock (LHX) 0.0 $3.6k NEW 16.00 224.56
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Baker Hughes Company Cl A Stock (BKR) 0.0 $3.5k NEW 100.00 35.17
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Canadian Pacific Kansas City Stock (CP) 0.0 $3.4k NEW 43.00 78.74
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Shell Plc Spon Ads Adr (SHEL) 0.0 $3.2k NEW 45.00 71.80
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Blackrock U.s. Carbon Transition Readiness Etf Etf (LCTU) 0.0 $3.1k NEW 53.00 59.42
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Crowdstrike Hldgs Inc Cl A Stock (CRWD) 0.0 $3.1k NEW 8.00 383.25
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Ishares Cybersecurity & Tech Etf Etf (IHAK) 0.0 $2.9k NEW 63.00 45.95
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Vanguard Small Cap Value Etf Etf (VBR) 0.0 $2.8k NEW 15.00 185.60
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Vanguard Esg U.s. Stock Etf Etf (ESGV) 0.0 $2.7k NEW 28.00 97.89
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.0 $2.7k NEW 35.00 76.57
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Invesco Floating Rate Municipal Income Etf Etf (PVI) 0.0 $2.5k NEW 100.00 24.79
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Yum China Hldgs Stock (YUMC) 0.0 $2.5k NEW 80.00 30.84
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Hanesbrands Stock (HBI) 0.0 $2.5k NEW 500.00 4.93
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.0 $2.4k NEW 21.00 115.33
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Chesapeake Energy Corp Stock (CHK) 0.0 $2.0k NEW 24.00 82.21
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Canoo Inc Cl A Stock (GOEV) 0.0 $1.8k NEW 868.00 2.13
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Astrazeneca Adr (AZN) 0.0 $1.6k NEW 21.00 78.00
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Block Inc Cl A Stock (SQ) 0.0 $1.5k NEW 24.00 64.50
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Occidental Pete Corp Wt Exp 080327 Stock (OXY.WS) 0.0 $1.0k NEW 25.00 41.16
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Charter Communications Inc New Cl A Stock (CHTR) 0.0 $897.000000 NEW 3.00 299.00
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Pilgrims Pride Corp Stock (PPC) 0.0 $731.000300 NEW 19.00 38.47
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Mp Materials Corp Com Cl A Stock (MP) 0.0 $700.001500 NEW 55.00 12.73
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Vanguard Real Estate Etf Etf (VNQ) 0.0 $698.000000 NEW 8.00 87.25
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Woodside Energy Group Adr (WDS) 0.0 $677.001600 NEW 36.00 18.81
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Viatris Stock (VTRS) 0.0 $616.998200 NEW 58.00 10.64
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Marathon Oil Corp Stock (MRO) 0.0 $573.000000 NEW 20.00 28.65
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Wabtec Stock (WAB) 0.0 $474.000000 NEW 3.00 158.00
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Textron Stock (TXT) 0.0 $429.000000 NEW 5.00 85.80
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Brighthouse Finl Stock (BHF) 0.0 $302.999900 NEW 7.00 43.29
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Crescent Energy Company Cl A Stock (CRGY) 0.0 $36.000000 NEW 3.00 12.00
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SNDL Stock (SNDL) 0.0 $23.000400 NEW 12.00 1.92
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Past Filings by Olistico Wealth

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