OW

Olistico Wealth, LLC

13F
Olistico Wealth, LLC
Last update 2025-01-17 310 Stocks (11 new)
Value $172.00 Mil Turnover 3 %
Countries:
Top Holdings: VUG(9.62%)AAPL(9.14%)VTI(7.78%)VGT(5.92%)VTV(4.60%)
Summary Stock Picks Current Portfolio
Olistico Wealth, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VUG 		Vanguard Growth ETF
40,318
16,548.1
+6.48%
9.620
+0.59%
0.010
-8.72%
-8.72%
161,516.2
 
AAPL 		Apple Inc
62,732
15,709.4
+1.75%
9.140
+0.16%
0.000
-10.78%
-10.78%
3,352,776.5
Hardware
VTI 		Vanguard Total Stock Market ETF
46,164
13,378.8
+8.35%
7.780
+0.60%
0.000
-4.51%
-4.51%
478,844.8
 
VGT 		Vanguard Information Technology ETF
16,376
10,182.6
+2.93%
5.920
+0.17%
0.010
-11.93%
-11.93%
86,183.6
 
VTV 		Vanguard Value ETF
46,701
7,906.5
-0.52%
4.600
-0.03%
0.010
+2.39%
+2.39%
136,433.6
 
AMZN 		Amazon.com Inc
26,562
5,827.4
+0.06%
3.390
0%
0.000
-12.41%
-12.41%
2,036,565.6
Retail - Cyclical
NVDA 		NVIDIA Corp
42,029
5,644.1
+0.64%
3.280
+0.02%
0.000
-17.97%
-17.97%
2,687,660.0
Semiconductors
CGDV 		Capital Group Dividend Value ETF
147,350
5,195.6
+9.43%
3.020
+0.26%
0.040
+1.64%
+1.64%
13,990.5
 
OKE 		ONEOK Inc
41,672
4,183.9
+1.76%
2.430
+0.04%
0.010
+0.17%
+0.17%
62,121.8
Oil & Gas
CGGR 		Capital Group Growth ETF
105,973
3,939.0
+8.70%
2.290
+0.18%
0.040
-7.10%
-7.10%
96,763.3
 

Olistico Wealth, LLC's Historical Top Holdings Breakdowns

Olistico Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-12-31Add
+0.60%
●
280.04 ($291.95) 302.45
$275.77
-5.54%
Add 8.35%
46,164
3,557
VUG 		Vanguard Growth ETF2024-12-31Add
+0.59%
●
379 ($403.46) 428.11
$374.17
-7.26%
Add 6.48%
40,318
2,452
NVO 		Novo Nordisk AS2024-12-31Reduce
-0.32%
●
85 ($107.98) 120.04
$68.03
-37.00%
Reduce -57.79%
3,263
-4,468
CSCO 		Cisco Systems Inc2024-12-31Reduce
-0.30%
●
52.43 ($57.18) 60.02
$61.80
8.08%
Reduce -80.47%
2,198
-9,056
CGDV 		Capital Group Dividend Value ETF2024-12-31Add
+0.26%
●
35.16 ($36.39) 37.12
$35.73
-1.81%
Add 9.43%
147,350
12,693
CGGR 		Capital Group Growth ETF2024-12-31Add
+0.18%
●
34.49 ($36.77) 39.24
$34.53
-6.09%
Add 8.7%
105,973
8,481
VGT 		Vanguard Information Technology ETF2024-12-31Add
+0.17%
●
575.38 ($615.14) 647.97
$546.94
-11.09%
Add 2.93%
16,376
466
VYM 		Vanguard High Dividend Yield Indx ETF2024-12-31Add
+0.17%
●
126.68 ($130.43) 134.74
$128.68
-1.34%
Add 2315%
2,415
2,315
LLY 		Eli Lilly and Co2024-12-31Reduce
-0.16%
●
727.2 ($827.11) 932.06
$805.23
-2.65%
Reduce -7.88%
3,369
-288
CGXU 		Capital Group International Focus Equity ETF2024-12-31Add
+0.16%
●
24.67 ($26) 26.94
$24.68
-5.08%
Add 16.75%
77,473
11,115

Olistico Wealth, LLC Total Holding History ($B)

To

Olistico Wealth, LLC's Asset Allocation

To

Olistico Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Olistico Wealth, LLC's Hypothetical Growth since 2024-12-31

Olistico Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Olistico Wealth, LLC's Holdings Heat Map

Size field:

Olistico Wealth, LLC's Holdings Bubble Chart

Olistico Wealth, LLC News

  • 1

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