13F Filings for Holistic Financial Partners (CIK: 1729304)
View the most recent portfolio holdings disclosed by Holistic Financial Partners in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| LLY - ELI LILLY CO(Class: COM) | 68.12K | $53.10M | 23.24% | Decreased | 690 (1.0%, $3.73M) |
| SCHF - SCHWAB STRATEGIC TR(Class: INTL EQTY ETF) | 532.90K | $11.78M | 5.15% | Decreased | 929 (0.0%, $1.22M) |
| FVD - FIRST TR EXCHANGE-TRADED FD(Class: SHS) | 245.28K | $10.96M | 4.80% | Increased | 14.51K (6.0%, $674.09K) |
| FTCS - FIRST TR EXCHANGE-TRADED FD(Class: CAP STRENGTH ETF) | 115.35K | $10.48M | 4.59% | Increased | 6.04K (5.0%, $685.19K) |
| FTA - FIRST TR EXCHANGE-TRADED ALP(Class: COM SHS) | 132.19K | $10.39M | 4.55% | Decreased | 1.90K (1.0%, $107.04K) |
| IWF - ISHARES TR(Class: RUS 1000 GRW ETF) | 22.94K | $9.74M | 4.26% | Decreased | 12 (0.0%, $1.45M) |
| UCON - FIRST TR EXCHNG TRADED FD VI(Class: SMITH UNCONSTRAI) | 351.97K | $8.76M | 3.83% | Increased | 132.38K (60.0%, $3.33M) |
| FDN - FIRST TR EXCHANGE-TRADED FD(Class: DJ INTERNT IDX) | 25.61K | $6.90M | 3.02% | Increased | 17.22K (205.0%, $5.03M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 36.26K | $5.73M | 2.51% | Decreased | 263 (0.0%, $1.77M) |
| LALT - FIRST TR EXCHNG TRADED FD VI(Class: MULTI STRATEGY) | 258.32K | $5.48M | 2.40% | Increased | 83.04K (47.0%, $1.76M) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 15.34K | $4.45M | 1.95% | Decreased | 173 (1.0%, $642.06K) |
| IWD - ISHARES TR(Class: RUS 1000 VAL ETF) | 20.54K | $3.99M | 1.75% | Decreased | 186 (0.0%, $89.66K) |
| FJP - FIRST TR EXCH TRD ALPHDX FD(Class: JAPAN ALPHADEX) | 65.51K | $3.91M | 1.71% | Increased | 3.05K (4.0%, $488.26K) |
| QTEC - FIRST TR EXCHANGE-TRADED FD(Class: SHS) | 17.52K | $3.73M | 1.63% | Increased | 12.46K (246.0%, $2.85M) |
| FXH - FIRST TR EXCHANGE TRADED FD(Class: HLTH CARE ALPH) | 33.28K | $3.45M | 1.51% | Decreased | 10.29K (23.0%, $1.06M) |
| IWM - ISHARES TR(Class: RUSSELL 2000 ETF) | 15.22K | $3.29M | 1.44% | Decreased | 371 (2.0%, $174.15K) |
| LGOV - FIRST TR EXCHANGE-TRADED FD(Class: LNG DUR OPRTUN) | 151.76K | $3.25M | 1.42% | Decreased | 63.23K (29.0%, $1.37M) |
| AAPL - APPLE INC(Class: COM) | 15.08K | $3.09M | 1.35% | Increased | 463 (3.0%, $152.83K) |
| AMZN - AMAZON COM INC(Class: COM) | 14.04K | $3.08M | 1.35% | Increased | 507 (3.0%, $505.36K) |
| FBT - FIRST TR EXCHANGE-TRADED FD(Class: NY ARCA BIOTECH) | 17.92K | $2.89M | 1.27% | Increased | 12.13K (209.0%, $1.91M) |
| MSFT - MICROSOFT CORP(Class: COM) | 5.12K | $2.55M | 1.12% | Decreased | 247 (4.0%, $532.42K) |
| NFLX - NETFLIX INC(Class: COM) | 1.88K | $2.52M | 1.10% | Increased | 14 (0.0%, $778.28K) |
| SCHE - SCHWAB STRATEGIC TR(Class: EMRG MKTEQ ETF) | 79.11K | $2.38M | 1.04% | Decreased | 107.39K (57.0%, $2.76M) |
| IAU - ISHARES GOLD TR(Class: ISHARES NEW) | 32.99K | $2.06M | 0.90% | Unchanged | |
| TKR - TIMKEN CO(Class: COM) | 27.67K | $2.01M | 0.88% | Increased | 1.66K (6.0%, $138.12K) |