HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVS | 3K | $256.10K |
 | IBM | 3K | $951.16K |
 | DUK | 3K | $415.55K |
 | SHOP | 3K | $493.39K |
 | ANET | 3K | $480.26K |
 | LBRDK | 3K | $201.68K |
 | TSM | 3K | $852.95K |
 | MRK | 3K | $256.15K |
 | GLW | 3K | $248.39K |
 | ABBV | 3K | $652.94K |
 | ABT | 3K | $349.18K |
 | ORLY | 3K | $276.32K |
 | CVX | 2K | $360.27K |
 | SRE | 2K | $204.16K |
 | GOOG | 2K | $540.78K |
 | PEP | 2K | $289.00K |
 | DTE | 2K | $290.36K |
 | BABA | 2K | $352.99K |
 | TJX | 2K | $280.70K |
 | NFLX | 2K | $2.32M |
CVS Health Corporation
CVS
Shares Held
3K
Value
$256.10K
International Business Machines Corporation
IBM
Shares Held
3K
Value
$951.16K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$415.55K
Shopify Inc.
SHOP
Shares Held
3K
Value
$493.39K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$480.26K
Liberty Broadband Corporation
LBRDK
Shares Held
3K
Value
$201.68K
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
3K
Value
$852.95K
Merck & Co., Inc.
MRK
Shares Held
3K
Value
$256.15K
Corning Incorporated
GLW
Shares Held
3K
Value
$248.39K
AbbVie Inc.
ABBV
Shares Held
3K
Value
$652.94K
Abbott Laboratories
ABT
Shares Held
3K
Value
$349.18K
O'Reilly Automotive, Inc.
ORLY
Shares Held
3K
Value
$276.32K
Chevron Corporation
CVX
Shares Held
2K
Value
$360.27K
Sempra
SRE
Shares Held
2K
Value
$204.16K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$540.78K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$289.00K
DTE Energy Company
DTE
Shares Held
2K
Value
$290.36K
Alibaba Group Holding Limited
BABA
Shares Held
2K
Value
$352.99K
The TJX Companies, Inc.
TJX
Shares Held
2K
Value
$280.70K
Netflix, Inc.
NFLX
Shares Held
2K
Value
$2.32M