Holistic Financial Partners

Position in ABBV — AbbVie Inc.

CIK 1729304 INDIANAPOLIS, IN

Position in ABBV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$392,810

-$166,356 QoQ

Shares Held

1,561

-39.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#3,388

of 4,153 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Holistic Financial Partners holds $24,962,944 across 5 Drug Manufacturers - General names. ABBV ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	19,363	$23,224,565
2	JNJ	Johnson & Johnson	2,981	$757,084
3	ABBV	AbbVie Inc. This page	1,561	$392,810
4	AZN	Astrazeneca PLC	2,026	$384,170
5	MRK	Merck & Co., Inc.	1,590	$204,315

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$392,810	1,561	-39.3%	Shares	Sole	2026-07-23
2026-03-31	$559,166	2,571	-1.2%	Shares	Sole	2026-05-05
2025-12-31	$594,530	2,602	-7.7%	Shares	Sole	2026-01-07
2025-09-30	$652,942	2,820	+5.9%	Shares	Sole	2025-11-07
2025-06-30	$494,491	2,664	-5.5%	Shares	Sole	2025-08-05
2025-03-31	$590,846	2,820	+5.1%	Shares	Sole	2025-05-06
2024-12-31	$476,591	2,682	-1.0%	Shares	Sole	2025-02-04
2024-09-30	$535,170	2,710	+3.4%	Shares	Sole	2024-11-07
2024-06-30	$449,382	2,620	+2.3%	Shares	Sole	2024-07-30
2024-03-31	$466,176	2,560	-1.8%	Shares	Sole	2024-05-08
2023-12-31	$404,161	2,608	+17.5%	Shares	Sole	2024-02-14
2023-09-30	$330,764	2,219	+3.6%	Shares	Sole	2023-11-08
2023-06-30	$288,456	2,141	-11.9%	Shares	Sole	2023-08-09
2023-03-31	$387,269	2,430	+10.1%	Shares	Sole	2023-05-04
2022-12-31	$356,673	2,207	-2.1%	Shares	Sole	2023-02-07
2022-09-30	$302,509	2,254	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$343,537	2,243	+1.4%	Shares	Sole	2022-08-02
2022-03-31	$358,425	2,211	-10.2%	Shares	Sole	2022-05-13
2021-12-31	$333,219	2,461	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$263,850	2,446	+12.5%	Shares	Sole	2021-11-12
2021-06-30	$244,879	2,174	+2.0%	Shares	Sole	2021-08-13
2021-03-31	$230,725	2,132	-17.4%	Shares	Sole	2021-05-11
2020-12-31	$276,661	2,582	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.