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Applied Materials shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Applied Materials (AMAT) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Applied Materials

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

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Quarterly reported holdings in Applied Materials by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $287k 839 341.79
2024-06-30 $221k 935 235.99
2024-03-31 $222k 1.1k 206.23
2017-12-31 $59k 1.2k 50.77

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Ishares Tr Rus 1000 Grw Etf (IWF)
First Tr Exchng Traded Fd Vi Multi Strategy (LALT)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

Top funds holding Applied Materials

BlackRock
Vanguard Group
Vanguard Capital Management
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Ubs Global Asset Management Americas
Invesco
Northern Trust
Ameriprise Financial
Sanders Capital
Bank of New York Mellon
Goldman Sachs Group

View all funds holding Applied Materials