Stock Taper 
HOLISTIC FINANCIAL PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CVS Health Corp. | CVS | 2.48K | $256.76K |
 International Business Machines Corporation | IBM | 2.53K | $712.02K |
 ServiceNow, Inc. | NOW | 2.62K | $260.51K |
 O'Reilly Automotive, Inc. | ORLY | 2.64K | $243.03K |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 2.65K | $1.27M |
 The Procter & Gamble Company | PG | 2.79K | $408.43K |
 Wells Fargo & Company | WFC | 2.81K | $232.55K |
 Shell plc | SHEL | 2.84K | $220.06K |
 Medtronic plc | MDT | 2.87K | $224.52K |
 Johnson & Johnson | JNJ | 2.98K | $757.2K |
 Arista Networks, Inc. | ANET | 3.08K | $523.4K |
 Alphabet Inc. | GOOGL | 3.09K | $1.1M |
 Netflix, Inc. | NFLX | 3.13K | $223.63K |
 NextEra Energy, Inc. | NEE | 3.14K | $275.51K |
 Uber Technologies, Inc. | UBER | 3.65K | $263.6K |
 Microsoft Corporation | MSFT | 4.27K | $1.59M |
 Carrier Global Corporation | CARR | 4.79K | $351.35K |
 The Williams Companies, Inc. | WMB | 5.16K | $383.74K |
 Broadcom Inc. | AVGO | 5.44K | $2.06M |
 RTX Corporation | RTX | 5.58K | $1.06M |