Olistico Wealth, LLC
Q4 2024 13F Holdings
- Locationtulsa, OK
- Num holdings
310
- Value ($000)
$171,968
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001962695
- 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 |
|---|---|---|---|---|---|---|---|
VUG VANGUARD GROWTH ETF | ETF | 922908736 | $16.55M | 10 % | 40,318 | ||
AAPL APPLE INC COM | STOCK | 037833100 | $15.71M | 9 % | 62,732 | ||
VTI VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | $13.38M | 8 % | 46,164 | ||
VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 92204A702 | $10.18M | 6 % | 16,376 | ||
VTV VANGUARD VALUE ETF | ETF | 922908744 | $7.91M | 5 % | 46,701 | ||
AMZN AMAZON COM INC COM | STOCK | 023135106 | $5.83M | 3 % | 26,562 | ||
NVDA NVIDIA CORPORATION COM | STOCK | 67066G104 | $5.64M | 3 % | 42,029 | ||
CGDV CAPITAL GROUP DIVIDEND VALUE ETF | ETF | 14020W106 | $5.20M | 3 % | 147,350 | ||
OKE ONEOK INC NEW COM | STOCK | 682680103 | $4.18M | 2 % | 41,672 | ||
CGGR CAPITAL GROUP GROWTH ETF | ETF | 14020G101 | $3.94M | 2 % | 105,973 |
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