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Chris Marks

@Olistico Wealth, Llc

Latest period2024 - Q4ReportedManaged Assets$171.968MTotal holdings310
Assets growth rate5.09%Assets growth rate (2-Q avg)4.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Olistico Wealth, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 310 positions.

Assets under management

The assets under management (AUM) of Olistico Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 171.968M in assets, with a quarterly growth rate of 5.09% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Chris Marks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SHOPShopify Inc Cl A
Recent Activity
New Position
0.01%
$12,760
120 shares@ $106.34 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.01%
$6,501
90 shares@ $72.24 avg price
PRNInvesco Dorsey Wright Industrials Momentum Etf
Recent Activity
New Position
0.01%
$4,152
27 shares@ $153.78 avg price
IYKIshares U.s. Consumer Staples Etf
Recent Activity
New Position
0.01%
$4,132
63 shares@ $65.59 avg price
XHBSpdr S&p Homebuilders Etf
Recent Activity
New Position
0.01%
$4,076
39 shares@ $104.52 avg price
QUBTQuantum Computing Inc Com
Recent Activity
New Position
0.01%
$2,085
126 shares@ $16.55 avg price
XOVRErshares Private-public Crossover Etf
Recent Activity
New Position
0.01%
$1,801
100 shares@ $18.01 avg price
SNOWSnowflake Inc Cl A
Recent Activity
New Position
0.01%
$1,235
8 shares@ $154.38 avg price
PINSPinterest Inc Cl A
Recent Activity
New Position
0.01%
$1,015
35 shares@ $29.0 avg price
OCOwens Corning New Com
Recent Activity
New Position
0.01%
$852
5 shares@ $170.4 avg price