HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LLY | 68K | $51.96M |
 | NVDA | 37K | $6.96M |
 | TKR | 28K | $2.08M |
 | CMCSA | 23K | $730.17K |
 | T | 19K | $532.63K |
 | WBD | 17K | $323.26K |
 | AAPL | 16K | $4.05M |
 | JPM | 15K | $4.88M |
 | PBR-A | 15K | $174.56K |
 | AMZN | 14K | $3.10M |
 | HLN | 14K | $122.69K |
 | NI | 12K | $540.17K |
 | PFE | 12K | $299.52K |
 | CX | 11K | $100.75K |
 | LYG | 11K | $49.37K |
 | XOM | 10K | $1.17M |
 | LBTYK | 10K | $119.40K |
 | VIVK | 10K | $4.20K |
 | LNC | 10K | $388.38K |
 | KO | 9K | $595.89K |
Eli Lilly and Company
LLY
Shares Held
68K
Value
$51.96M
NVIDIA Corporation
NVDA
Shares Held
37K
Value
$6.96M
The Timken Company
TKR
Shares Held
28K
Value
$2.08M
Comcast Corporation
CMCSA
Shares Held
23K
Value
$730.17K
AT&T Inc.
T
Shares Held
19K
Value
$532.63K
Warner Bros. Discovery, Inc.
WBD
Shares Held
17K
Value
$323.26K
Apple Inc.
AAPL
Shares Held
16K
Value
$4.05M
JPMorgan Chase & Co.
JPM
Shares Held
15K
Value
$4.88M
Petróleo Brasileiro S.A. - Petrobras
PBR-A
Shares Held
15K
Value
$174.56K
Amazon.com, Inc.
AMZN
Shares Held
14K
Value
$3.10M
Haleon plc
HLN
Shares Held
14K
Value
$122.69K
NiSource Inc.
NI
Shares Held
12K
Value
$540.17K
Pfizer Inc.
PFE
Shares Held
12K
Value
$299.52K
CEMEX, S.A.B. de C.V.
CX
Shares Held
11K
Value
$100.75K
Lloyds Banking Group plc
LYG
Shares Held
11K
Value
$49.37K
Exxon Mobil Corporation
XOM
Shares Held
10K
Value
$1.17M
Liberty Global plc
LBTYK
Shares Held
10K
Value
$119.40K
Vivakor, Inc.
VIVK
Shares Held
10K
Value
$4.20K
Lincoln National Corporation
LNC
Shares Held
10K
Value
$388.38K
The Coca-Cola Company
KO
Shares Held
9K
Value
$595.89K