Holistic Financial Partners
Q4 2024 13F Holdings
- Locationindianapolis, IN
- Num holdings
123
- Value ($000)
$201,364
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001729304
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
LLY ELI LILLY & CO | COM | 532457108 | $52.28M | 26 % | 67,714 | ||
FTA FIRST TR LRG CP VL ALPHADEX | COM SHS | 33735J101 | $10.23M | 5 % | 133,799 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $9.96M | 5 % | 538,224 | ||
FVD FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 | $9.56M | 5 % | 218,998 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $9.29M | 5 % | 105,759 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $9.22M | 5 % | 22,964 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $5.88M | 3 % | 220,786 | ||
FXH FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 | $4.93M | 2 % | 47,325 | ||
LGOV FIRST TR EXCHANGE-TRADED FD | LNG DUR OPRTUN | 33738D606 | $4.90M | 2 % | 235,344 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.82M | 2 % | 35,895 |
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