Olistico Wealth, LLC Top Holdings and 13F Report (2025) About Olistico Wealth, LLCInvestment ActivityOlistico Wealth, LLC has $171.97 million in total holdings as of December 31, 2024.Olistico Wealth, LLC owns shares of 310 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 3.28% of the portfolio was purchased this quarter.About 1.20% of the portfolio was sold this quarter.This quarter, Olistico Wealth, LLC has purchased 311 new stocks and bought additional shares in 82 stocks.Olistico Wealth, LLC sold shares of 49 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Growth ETF $16,548,098Apple $15,709,414Vanguard Total Stock Market ETF $13,378,747Vanguard Information Technology ETF $10,182,644Vanguard Value ETF $7,906,494 Largest New Holdings this Quarter Shopify $12,760 HoldingLAM RESEARCH CORP COM NEW $6,501 HoldingInvesco Dorsey Wright Industrials Momentum ETF $4,152 HoldingiShares U.S. Consumer Staples ETF $4,132 HoldingSPDR S&P Homebuilders ETF $4,076 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 3,557 shares (about $1.03M)Vanguard Growth ETF 2,452 shares (about $1.01M)Capital Group Dividend Value ETF 12,693 shares (about $447.55K)Capital Group Growth ETF 8,481 shares (about $315.24K)Vanguard High Dividend Yield ETF 2,315 shares (about $295.37K) Largest Sales this Quarter Cisco Systems 9,056 shares (about $536.12K)Novo Nordisk A/S 4,468 shares (about $384.29K)Eli Lilly and Company 288 shares (about $222.34K)Broadcom 505 shares (about $117.08K)Mondelez International 1,522 shares (about $90.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOlistico Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$16,548,098$1,006,398 ▲6.5%40,3189.6%ETFAAPLApple$15,709,414$269,954 ▲1.7%62,7329.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$13,378,747$1,030,851 ▲8.3%46,1647.8%ETFVGTVanguard Information Technology ETF$10,182,644$289,760 ▲2.9%16,3765.9%ETFVTVVanguard Value ETF$7,906,494$41,479 ▼-0.5%46,7014.6%ETFAMZNAmazon.com$5,827,437$3,730 ▲0.1%26,5623.4%Retail/WholesaleNVDANVIDIA$5,644,075$35,990 ▲0.6%42,0293.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$5,195,555$447,555 ▲9.4%147,3503.0%ETFOKEONEOK$4,183,869$72,388 ▲1.8%41,6722.4%Oils/EnergyCGGRCapital Group Growth ETF$3,939,027$315,240 ▲8.7%105,9732.3%ETFIWPiShares Russell Mid-Cap Growth ETF$2,886,807$134,353 ▲4.9%22,7761.7%ETFSPYSPDR S&P 500 ETF Trust$2,852,205$114,862 ▲4.2%4,8671.7%FinanceMSFTMicrosoft$2,806,184$97,782 ▲3.6%6,6581.6%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$2,659,256$161,076 ▲6.4%23,0801.5%ETFLLYEli Lilly and Company$2,600,924$222,341 ▼-7.9%3,3691.5%MedicalCGUSCapital Group Core Equity ETF$2,386,527$874 ▲0.0%68,2451.4%ETFLNTAlliant Energy$2,379,6750.0%40,2381.4%UtilitiesAVGOBroadcom$2,336,484$117,079 ▼-4.8%10,0781.4%Computer and TechnologyAAONAAON$2,100,3530.0%17,8481.2%ConstructionCGXUCapital Group International Focus Equity ETF$1,911,270$274,209 ▲16.8%77,4731.1%ETFDFACDimensional U.S. Core Equity 2 ETF$1,836,2100.0%53,0851.1%ETFGOOGLAlphabet$1,700,151$141,222 ▲9.1%8,9811.0%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$1,632,325$4,130 ▲0.3%4,3480.9%ETFCOSTCostco Wholesale$1,574,766$2,748 ▼-0.2%1,7190.9%Retail/WholesaleVVVanguard Large-Cap ETF$1,476,862$1,079 ▲0.1%5,4760.9%ETFDFAUDimensional US Core Equity Market ETF$1,404,820$1,903 ▼-0.1%34,6950.8%ETFVHTVanguard Health Care ETF$1,393,218$52,512 ▼-3.6%5,4920.8%ETFJPMJPMorgan Chase & Co.$1,336,863$479 ▲0.0%5,5770.8%FinanceMCDMcDonald's$1,306,707$290 ▲0.0%4,5080.8%Retail/WholesaleVOOVanguard S&P 500 ETF$1,228,040$21,015 ▼-1.7%2,2790.7%ETFAXPAmerican Express$1,135,215$18,401 ▲1.6%3,8250.7%FinanceDFASDimensional U.S. Small Cap ETF$1,133,225$65 ▲0.0%17,4130.7%ETFMETAMeta Platforms$1,130,034$149,891 ▲15.3%1,9300.7%Computer and TechnologyETEnergy Transfer$1,099,450$2,410 ▲0.2%56,1230.6%Oils/EnergyXLIIndustrial Select Sector SPDR Fund$1,055,805$4,216 ▲0.4%8,0130.6%ETFVVisa$958,543$316 ▲0.0%3,0330.6%Business ServicesGOOGAlphabet$878,405$190 ▲0.0%4,6130.5%Computer and TechnologyCASYCasey's General Stores$859,1540.0%2,1680.5%Retail/WholesaleIBMInternational Business Machines$822,164$98,923 ▲13.7%3,7400.5%Computer and TechnologyBRK.BBerkshire Hathaway$800,0390.0%1,7650.5%FinanceXOMExxon Mobil$770,742$430 ▼-0.1%7,1650.4%Oils/EnergyEPDEnterprise Products Partners$760,2290.0%24,2420.4%Oils/EnergyDFATDimensional U.S. Targeted Value ETF$738,652$56 ▼0.0%13,2710.4%ETFWMTWalmart$714,3970.0%7,9070.4%Retail/WholesaleVISVanguard Industrials ETF$687,417$15,010 ▼-2.1%2,7020.4%ETFCGGOCapital Group Global Growth Equity ETF$660,284$555 ▲0.1%22,5970.4%ETFKOCoca-Cola$648,811$1,058 ▼-0.2%10,4210.4%Consumer StaplesFDXFedEx$648,4660.0%2,3050.4%TransportationGSThe Goldman Sachs Group$636,2850.0%1,1110.4%FinanceSPHQInvesco S&P 500 Quality ETF$635,727$10,055 ▼-1.6%9,4840.4%ETFMRKMerck & Co., Inc.$617,133$29,345 ▼-4.5%6,2040.4%MedicalPGProcter & Gamble$599,3490.0%3,5750.3%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$569,554$85,497 ▲17.7%1,3390.3%FinanceVOVanguard Mid-Cap ETF$563,355$264 ▲0.0%2,1330.3%ETFCATCaterpillar$555,0230.0%1,5300.3%Industrial ProductsCRMSalesforce$542,283$16,716 ▲3.2%1,6220.3%Computer and TechnologyJNJJohnson & Johnson$517,1820.0%3,5760.3%MedicalCVXChevron$505,951$145 ▲0.0%3,4930.3%Oils/EnergyLMTLockheed Martin$499,5460.0%1,0280.3%AerospaceVBVanguard Small-Cap ETF$499,349$721 ▲0.1%2,0780.3%ETFVDCVanguard Consumer Staples ETF$496,743$37,837 ▼-7.1%2,3500.3%ETFVXFVanguard Extended Market ETF$490,314$190 ▲0.0%2,5810.3%ETFVTVanguard Total World Stock ETF$485,394$117 ▲0.0%4,1320.3%ETFSPLVInvesco S&P 500 Low Volatility ETF$478,4500.0%6,8350.3%ETFRTXRTX$475,910$116 ▲0.0%4,1130.3%AerospaceHDHome Depot$454,202$1,555 ▼-0.3%1,1680.3%Retail/WholesaleTJXTJX Companies$443,3730.0%3,6700.3%Retail/WholesaleEOGEOG Resources$436,141$245 ▲0.1%3,5580.3%Oils/EnergyALLAllstate$434,5490.0%2,2540.3%FinanceHPHelmerich & Payne$402,3310.0%12,5650.2%Oils/EnergyTXNTexas Instruments$398,266$188 ▲0.0%2,1240.2%Computer and TechnologySCHWCharles Schwab$398,079$148 ▲0.0%5,3790.2%FinanceVDEVanguard Energy ETF$395,806$1,698 ▼-0.4%3,2630.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$368,127$10,992 ▼-2.9%1,6410.2%FinanceAPDAir Products and Chemicals$345,148$29,004 ▲9.2%1,1900.2%Basic MaterialsCMCSAComcast$338,535$75 ▲0.0%9,0200.2%Consumer DiscretionaryAMDAdvanced Micro Devices$309,464$34,788 ▼-10.1%2,5620.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$308,130$295,371 ▲2,315.0%2,4150.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$302,8160.0%3,4450.2%ETFDISWalt Disney$301,202$1,002 ▲0.3%2,7050.2%Consumer DiscretionaryCBChubb$300,8910.0%1,0890.2%FinanceUNHUnitedHealth Group$293,131$14,176 ▼-4.6%5790.2%MedicalIEFAiShares Core MSCI EAFE ETF$293,092$82,726 ▼-22.0%4,1700.2%ETFNVONovo Nordisk A/S$280,646$384,286 ▼-57.8%3,2630.2%MedicalLINDE PLC SHS$280,5090.0%6700.2%StockACNAccenture$270,859$352 ▲0.1%7700.2%Computer and TechnologyQQQInvesco QQQ$264,3930.0%5170.2%FinanceVTWOVanguard Russell 2000 ETF$258,599$6,253 ▼-2.4%2,8950.2%ETFTMOThermo Fisher Scientific$257,5140.0%4950.1%MedicalVIGVanguard Dividend Appreciation ETF$255,912$392 ▲0.2%1,3070.1%ETFDVYiShares Select Dividend ETF$251,158$157,548 ▲168.3%1,9130.1%ETFIWRiShares Russell Mid-Cap ETF$244,963$354 ▲0.1%2,7710.1%ETFNXPINXP Semiconductors$236,5330.0%1,1380.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$226,8900.0%3,0000.1%StockXLKTechnology Select Sector SPDR Fund$217,6390.0%9360.1%ETFPBProsperity Bancshares$216,405$104,586 ▲93.5%2,8720.1%FinanceMAMastercard$210,6280.0%4000.1%Business ServicesIWFiShares Russell 1000 Growth ETF$207,417$401 ▲0.2%5170.1%ETFVOXVanguard Communication Services ETF$201,4480.0%1,3000.1%ETFSYYSysco$200,7080.0%2,6250.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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