HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PNC | 2K | $383.78K |
 | MS | 2K | $282.79K |
 | DIS | 2K | $203.35K |
 | V | 2K | $605.95K |
 | UNH | 2K | $581.99K |
 | PLTR | 2K | $293.51K |
 | GS | 2K | $1.25M |
 | META | 2K | $1.14M |
 | PM | 2K | $246.38K |
 | DKS | 1K | $327.55K |
 | BRK-B | 1K | $728.47K |
 | ORCL | 1K | $399.64K |
 | HD | 1K | $527.56K |
 | MCD | 1K | $394.45K |
 | TMUS | 1K | $302.34K |
 | PANW | 1K | $247.81K |
 | COF | 1K | $256.16K |
 | ETN | 1K | $432.26K |
 | UNP | 1K | $262.61K |
 | ADI | 1K | $259.21K |
The PNC Financial Services Group, Inc.
PNC
Shares Held
2K
Value
$383.78K
Morgan Stanley
MS
Shares Held
2K
Value
$282.79K
The Walt Disney Company
DIS
Shares Held
2K
Value
$203.35K
Visa Inc.
V
Shares Held
2K
Value
$605.95K
UnitedHealth Group Incorporated
UNH
Shares Held
2K
Value
$581.99K
Palantir Technologies Inc.
PLTR
Shares Held
2K
Value
$293.51K
The Goldman Sachs Group, Inc.
GS
Shares Held
2K
Value
$1.25M
Meta Platforms, Inc.
META
Shares Held
2K
Value
$1.14M
Philip Morris International Inc.
PM
Shares Held
2K
Value
$246.38K
DICK'S Sporting Goods, Inc.
DKS
Shares Held
1K
Value
$327.55K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$728.47K
Oracle Corporation
ORCL
Shares Held
1K
Value
$399.64K
The Home Depot, Inc.
HD
Shares Held
1K
Value
$527.56K
McDonald's Corporation
MCD
Shares Held
1K
Value
$394.45K
T-Mobile US, Inc.
TMUS
Shares Held
1K
Value
$302.34K
Palo Alto Networks, Inc.
PANW
Shares Held
1K
Value
$247.81K
Capital One Financial Corporation
COF
Shares Held
1K
Value
$256.16K
Eaton Corporation plc
ETN
Shares Held
1K
Value
$432.26K
Union Pacific Corporation
UNP
Shares Held
1K
Value
$262.61K
Analog Devices, Inc.
ADI
Shares Held
1K
Value
$259.21K