HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SLB | 8K | $268.95K |
 | BAC | 8K | $397.91K |
 | RTX | 7K | $1.16M |
 | CSX | 6K | $229.32K |
 | ERJ | 6K | $384.70K |
 | AVGO | 6K | $2.04M |
 | WMB | 6K | $387.32K |
 | CARR | 6K | $352.89K |
 | MSFT | 6K | $2.98M |
 | AFRM | 6K | $401.94K |
 | WFC | 5K | $396.89K |
 | AZN | 5K | $348.54K |
 | PG | 5K | $696.38K |
 | GOOGL | 4K | $1.03M |
 | TSLA | 4K | $1.85M |
 | NEE | 4K | $307.40K |
 | UBER | 4K | $387.67K |
 | JNJ | 4K | $690.36K |
 | MDT | 4K | $352.10K |
 | CSCO | 4K | $240.09K |
SLB N.V.
SLB
Shares Held
8K
Value
$268.95K
Bank of America Corporation
BAC
Shares Held
8K
Value
$397.91K
RTX Corporation
RTX
Shares Held
7K
Value
$1.16M
CSX Corporation
CSX
Shares Held
6K
Value
$229.32K
Embraer S.A.
ERJ
Shares Held
6K
Value
$384.70K
Broadcom Inc.
AVGO
Shares Held
6K
Value
$2.04M
The Williams Companies, Inc.
WMB
Shares Held
6K
Value
$387.32K
Carrier Global Corporation
CARR
Shares Held
6K
Value
$352.89K
Microsoft Corporation
MSFT
Shares Held
6K
Value
$2.98M
Affirm Holdings, Inc.
AFRM
Shares Held
6K
Value
$401.94K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$396.89K
AstraZeneca PLC
AZN
Shares Held
5K
Value
$348.54K
The Procter & Gamble Company
PG
Shares Held
5K
Value
$696.38K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.03M
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.85M
NextEra Energy, Inc.
NEE
Shares Held
4K
Value
$307.40K
Uber Technologies, Inc.
UBER
Shares Held
4K
Value
$387.67K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$690.36K
Medtronic plc
MDT
Shares Held
4K
Value
$352.10K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$240.09K