HoldingsChannel.com
Holistic Financial Partners Top Holdings
As of  06/30/2022, below is a summary of the Holistic Financial Partners top holdings by largest position size, as per the latest 13f filing made by Holistic Financial Partners. In the Holistic Financial Partners-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Holistic Financial Partners in that top holding, then the share count change between reporting periods, and finally the Holistic Financial Partners top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
LILLY ELI & CO 69,199 -45 $22,436
     LLY69,199-45$22,436
SCHWAB STRATEGIC TR 413,942 -35,016 $10,506
     SCHE413,942-35,016$10,506
SCHWAB STRATEGIC TR 303,531 -6,380 $9,546
     SCHF303,531-6,380$9,546
ISHARES TR (IWF) 29,038 -100 $6,351
     IWF29,038-100$6,351
SCHWAB STRATEGIC TR 157,542 -2,230 $6,143
     SCHA157,542-2,230$6,143
FIRST TR EXCHANGE TRAD FD VI (FTGC) 180,703 +50,612 $4,836
     FTGC180,703+50,612$4,836
ISHARES TR (IWD) 23,056 -168 $3,342
     IWD23,056-168$3,342
ISHARES TR (IWM) 19,729 -18 $3,341
     IWM19,729-18$3,341
VANGUARD INTL EQUITY INDEX F (VWO) 66,103 -9,666 $2,753
     VWO66,103-9,666$2,753
AMAZON COM INC 14,177 +13,495 $1,506
     AMZN14,177+13,495$1,506
APPLE INC 10,472 +110 $1,432
     AAPL10,472+110$1,432
JPMORGAN CHASE & CO 11,469 -1,551 $1,292
     JPM11,469-1,551$1,292
PROCTER AND GAMBLE CO 8,706 +179 $1,252
     PG8,706+179$1,252
TIMKEN CO 21,850 +1,340 $1,159
     TKR21,850+1,340$1,159
ISHARES GOLD TR (IAU) 33,119 UNCH $1,136
     IAU33,119UNCH$1,136
MICROSOFT CORP 4,289 -51 $1,102
     MSFT4,289-51$1,102
COMCAST CORP NEW 25,647 -85 $1,006
     CMCSA25,647-85$1,006
ISHARES TR (EFA) 16,018 -572 $1,001
     EFA16,018-572$1,001
RAYTHEON TECHNOLOGIES CORP 9,316 -62 $895
     RTX9,316-62$895
SEABOARD CORP DEL 200 UNCH $777
     SEB200UNCH$777
TESLA INC 1,082 -1,015 $729
     TSLA1,082-1,015$729
SPDR S&P MIDCAP 400 ETF TR (MDY) 1,673 +4 $692
     MDY1,673+4$692
FIRST TR EXCHANGE TRADED FD (FMF) 12,785 +12,785 $659
     FMF12,785+12,785$659
FIRST TR EXCH TRADED FD III (MARB) 33,108 +33,108 $657
     MARB33,108+33,108$657
ISHARES TR (AGG) 5,921 -2,394 $602
     AGG5,921-2,394$602
NVIDIA CORPORATION 3,608 +201 $547
     NVDA3,608+201$547
SPDR SER TR (SDY) 4,481 +28 $532
     SDY4,481+28$532
BROADCOM INC 1,085 +61 $527
     AVGO1,085+61$527
ISHARES TR (IHI) 10,380 -26,429 $524
     IHI10,380-26,429$524
UNITEDHEALTH GROUP INC 1,014 -57 $521
     UNH1,014-57$521
LULULEMON ATHLETICA INC 1,907 -122 $520
     LULU1,907-122$520
EXXON MOBIL CORP 6,014 -332 $515
     XOM6,014-332$515
FIRST TR EXCHANGE TRADED FD (FTSM) 8,633 +8,633 $513
     FTSM8,633+8,633$513
COCA COLA CO 8,081 -101 $508
     KO8,081-101$508
FIRST TR EXCHANGE TRADED FD (LMBS) 10,404 +2,943 $502
     LMBS10,404+2,943$502
VANGUARD TAX MANAGED INTL FD (VEA) 12,244 -331 $500
     VEA12,244-331$500
MERCK & CO INC 5,268 -764 $480
     MRK5,268-764$480
SPDR S&P 500 ETF TR (SPY) 1,258 +51 $474
     SPY1,258+51$474
LINCOLN NATL CORP IND 9,630 UNCH $450
     LNC9,630UNCH$450
NISOURCE INC 14,928 +114 $440
     NI14,928+114$440
MONDELEZ INTL INC 6,651 +1,021 $413
     MDLZ6,651+1,021$413
FIRST TR VALUE LINE DIVID IN (FVD) 10,623 +32 $412
     FVD10,623+32$412
AUTOMATIC DATA PROCESSING IN 1,821 -112 $382
     ADP1,821-112$382
LIBERTY BROADBAND CORP 3,174 UNCH $367
     LBRDK3,174UNCH$367
VISA INC 1,826 +39 $360
     V1,826+39$360
NEXTERA ENERGY INC 4,513 -481 $350
     NEE4,513-481$350
TEXAS INSTRS INC 2,271 -68 $349
     TXN2,271-68$349
PFIZER INC 6,597 +29 $346
     PFE6,597+29$346
CHEVRON CORP NEW 2,383 -113 $345
     CVX2,383-113$345
ABBVIE INC 2,243 +32 $344
     ABBV2,243+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

Size ($ in 1000's)
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

Holistic Financial Partners Top Holdings 13F Filings | www.HoldingsChannel.com

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