HOLOS INTEGRATED WEALTH LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OBIO | 52K | $219.79K |
 | F | 51K | $585.10K |
 | WTRG | 20K | $827.80K |
 | RBRK | 20K | $1.06M |
 | AAPL | 10K | $2.63M |
 | NEO | 7K | $52.39K |
 | AMZN | 6K | $1.32M |
 | XOM | 5K | $808.40K |
 | JNJ | 4K | $974.14K |
 | HTZWW | 4K | $11.47K |
 | NVDA | 4K | $684.08K |
 | SO | 4K | $353.72K |
 | ENB | 4K | $198.43K |
 | CSX | 4K | $145.80K |
 | PCT | 3K | $17.41K |
 | JPM | 3K | $865.73K |
 | WMT | 3K | $337.34K |
 | CVX | 3K | $550.61K |
 | TSLA | 2K | $863.58K |
 | T | 2K | $66.43K |
Orchestra BioMed Holdings, Inc.
OBIO
Shares Held
52K
Value
$219.79K
Ford Motor Company
F
Shares Held
51K
Value
$585.10K
Essential Utilities, Inc.
WTRG
Shares Held
20K
Value
$827.80K
Rubrik, Inc.
RBRK
Shares Held
20K
Value
$1.06M
Apple Inc.
AAPL
Shares Held
10K
Value
$2.63M
NeoGenomics, Inc.
NEO
Shares Held
7K
Value
$52.39K
Amazon.com, Inc.
AMZN
Shares Held
6K
Value
$1.32M
Exxon Mobil Corporation
XOM
Shares Held
5K
Value
$808.40K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$974.14K
Hertz Global Holdings, Inc.
HTZWW
Shares Held
4K
Value
$11.47K
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$684.08K
The Southern Company
SO
Shares Held
4K
Value
$353.72K
Enbridge Inc.
ENB
Shares Held
4K
Value
$198.43K
CSX Corporation
CSX
Shares Held
4K
Value
$145.80K
PureCycle Technologies, Inc.
PCT
Shares Held
3K
Value
$17.41K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$865.73K
Walmart Inc.
WMT
Shares Held
3K
Value
$337.34K
Chevron Corporation
CVX
Shares Held
3K
Value
$550.61K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$863.58K
AT&T Inc.
T
Shares Held
2K
Value
$66.43K