Olistico Wealth, LLC
Top Portfolio Positions
230 positions ·
$92,135,674 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
60,927 | $15,462,663 | 16.78% | |
| NVDA |
Nvidia Corp
Technology
|
44,753 | $7,804,923 | 8.47% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
26,456 | $5,509,991 | 5.98% | |
| OKE |
Oneok Inc /New/
Energy
|
46,847 | $4,234,500 | 4.60% | |
| AVGO |
Broadcom Inc.
Technology
|
11,198 | $3,465,892 | 3.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,251 | $3,235,337 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
8,537 | $3,160,141 | 3.43% | |
| LNT |
Alliant Energy Corp
Utilities
|
40,238 | $2,887,478 | 3.13% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,933 | $2,557,787 | 2.78% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,377 | $2,186,293 | 2.37% |
Portfolio Trend
Holdings in HPS
Shares Held
Position Value (USD)
7 of 7 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,510 | 1,019 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $14,683 | 1,019 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $14,530 | 1,019 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $15,285 | 1,019 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,315 | 1,019 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $17,567 | 1,019 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,110 | 1,019 | Shares | Sole | 2024-07-09 | |
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