
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
69,199 | -45 | $22,436 |
LLY | 69,199 | -45 | $22,436 |
![]() |
413,942 | -35,016 | $10,506 |
SCHE | 413,942 | -35,016 | $10,506 |
![]() |
303,531 | -6,380 | $9,546 |
SCHF | 303,531 | -6,380 | $9,546 |
![]() |
29,038 | -100 | $6,351 |
IWF | 29,038 | -100 | $6,351 |
![]() |
157,542 | -2,230 | $6,143 |
SCHA | 157,542 | -2,230 | $6,143 |
![]() |
180,703 | +50,612 | $4,836 |
FTGC | 180,703 | +50,612 | $4,836 |
![]() |
23,056 | -168 | $3,342 |
IWD | 23,056 | -168 | $3,342 |
![]() |
19,729 | -18 | $3,341 |
IWM | 19,729 | -18 | $3,341 |
![]() |
66,103 | -9,666 | $2,753 |
VWO | 66,103 | -9,666 | $2,753 |
![]() |
14,177 | +13,495 | $1,506 |
AMZN | 14,177 | +13,495 | $1,506 |
![]() |
10,472 | +110 | $1,432 |
AAPL | 10,472 | +110 | $1,432 |
![]() |
11,469 | -1,551 | $1,292 |
JPM | 11,469 | -1,551 | $1,292 |
![]() |
8,706 | +179 | $1,252 |
PG | 8,706 | +179 | $1,252 |
![]() |
21,850 | +1,340 | $1,159 |
TKR | 21,850 | +1,340 | $1,159 |
![]() |
33,119 | UNCH | $1,136 |
IAU | 33,119 | UNCH | $1,136 |
![]() |
4,289 | -51 | $1,102 |
MSFT | 4,289 | -51 | $1,102 |
![]() |
25,647 | -85 | $1,006 |
CMCSA | 25,647 | -85 | $1,006 |
![]() |
16,018 | -572 | $1,001 |
EFA | 16,018 | -572 | $1,001 |
![]() |
9,316 | -62 | $895 |
RTX | 9,316 | -62 | $895 |
![]() |
200 | UNCH | $777 |
SEB | 200 | UNCH | $777 |
![]() |
1,082 | -1,015 | $729 |
TSLA | 1,082 | -1,015 | $729 |
![]() |
1,673 | +4 | $692 |
MDY | 1,673 | +4 | $692 |
![]() |
12,785 | +12,785 | $659 |
FMF | 12,785 | +12,785 | $659 |
![]() |
33,108 | +33,108 | $657 |
MARB | 33,108 | +33,108 | $657 |
![]() |
5,921 | -2,394 | $602 |
AGG | 5,921 | -2,394 | $602 |
![]() |
3,608 | +201 | $547 |
NVDA | 3,608 | +201 | $547 |
![]() |
4,481 | +28 | $532 |
SDY | 4,481 | +28 | $532 |
![]() |
1,085 | +61 | $527 |
AVGO | 1,085 | +61 | $527 |
![]() |
10,380 | -26,429 | $524 |
IHI | 10,380 | -26,429 | $524 |
![]() |
1,014 | -57 | $521 |
UNH | 1,014 | -57 | $521 |
![]() |
1,907 | -122 | $520 |
LULU | 1,907 | -122 | $520 |
![]() |
6,014 | -332 | $515 |
XOM | 6,014 | -332 | $515 |
![]() |
8,633 | +8,633 | $513 |
FTSM | 8,633 | +8,633 | $513 |
![]() |
8,081 | -101 | $508 |
KO | 8,081 | -101 | $508 |
![]() |
10,404 | +2,943 | $502 |
LMBS | 10,404 | +2,943 | $502 |
![]() |
12,244 | -331 | $500 |
VEA | 12,244 | -331 | $500 |
![]() |
5,268 | -764 | $480 |
MRK | 5,268 | -764 | $480 |
![]() |
1,258 | +51 | $474 |
SPY | 1,258 | +51 | $474 |
![]() |
9,630 | UNCH | $450 |
LNC | 9,630 | UNCH | $450 |
![]() |
14,928 | +114 | $440 |
NI | 14,928 | +114 | $440 |
![]() |
6,651 | +1,021 | $413 |
MDLZ | 6,651 | +1,021 | $413 |
![]() |
10,623 | +32 | $412 |
FVD | 10,623 | +32 | $412 |
![]() |
1,821 | -112 | $382 |
ADP | 1,821 | -112 | $382 |
![]() |
3,174 | UNCH | $367 |
LBRDK | 3,174 | UNCH | $367 |
![]() |
1,826 | +39 | $360 |
V | 1,826 | +39 | $360 |
![]() |
4,513 | -481 | $350 |
NEE | 4,513 | -481 | $350 |
![]() |
2,271 | -68 | $349 |
TXN | 2,271 | -68 | $349 |
![]() |
6,597 | +29 | $346 |
PFE | 6,597 | +29 | $346 |
![]() |
2,383 | -113 | $345 |
CVX | 2,383 | -113 | $345 |
![]() |
2,243 | +32 | $344 |
ABBV | 2,243 | +32 | $344 |
See Full List: All Stocks Held By Holistic Financial Partners
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Holistic Financial Partners
![]() At 06/30/2022: $106,006 At 03/31/2022: $157,350 Holistic Financial Partners holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Holistic Financial Partners 13F filings. Link to 13F filings: SEC filings |