HOLOS INTEGRATED WEALTH LLC
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OBIO | 52K | $139.82K |
 | F | 51K | $574.94K |
 | NEO | 27K | $153.70K |
 | WTRG | 20K | $793.23K |
 | AAPL | 8K | $1.91M |
 | STWD | 5K | $104.08K |
 | XOM | 5K | $523.96K |
 | NVDA | 4K | $770.63K |
 | HTZWW | 4K | $12.38K |
 | JNJ | 4K | $694.36K |
 | ENB | 4K | $171.47K |
 | CSX | 4K | $124.71K |
 | SO | 3K | $292.72K |
 | DD | 3K | $217.60K |
 | JPM | 3K | $845.49K |
 | AMZN | 3K | $600.37K |
 | CVX | 3K | $412.17K |
 | DIS | 2K | $227.67K |
 | T | 2K | $53.60K |
 | V | 2K | $624.39K |
Orchestra BioMed Holdings, Inc.
OBIO
Shares Held
52K
Value
$139.82K
Ford Motor Company
F
Shares Held
51K
Value
$574.94K
NeoGenomics, Inc.
NEO
Shares Held
27K
Value
$153.70K
Essential Utilities, Inc.
WTRG
Shares Held
20K
Value
$793.23K
Apple Inc.
AAPL
Shares Held
8K
Value
$1.91M
Starwood Property Trust, Inc.
STWD
Shares Held
5K
Value
$104.08K
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$523.96K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$770.63K
Hertz Global Holdings, Inc.
HTZWW
Shares Held
4K
Value
$12.38K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$694.36K
Enbridge Inc.
ENB
Shares Held
4K
Value
$171.47K
CSX Corporation
CSX
Shares Held
4K
Value
$124.71K
The Southern Company
SO
Shares Held
3K
Value
$292.72K
DuPont de Nemours, Inc.
DD
Shares Held
3K
Value
$217.60K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$845.49K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$600.37K
Chevron Corporation
CVX
Shares Held
3K
Value
$412.17K
The Walt Disney Company
DIS
Shares Held
2K
Value
$227.67K
AT&T Inc.
T
Shares Held
2K
Value
$53.60K
Visa Inc.
V
Shares Held
2K
Value
$624.39K