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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
IVVIshares Core S&p 500 Etf
Recent Activity
Exited
0%
$80,178
139 shares@ $576.83 avg price
VFHVanguard Financials Etf
Recent Activity
Exited
0%
$18,465
168 shares@ $109.92 avg price
VTIPVanguard Short-term Inflation-protected Securities Etf
Recent Activity
Exited
0%
$18,195
369 shares@ $49.31 avg price
IGIBIshares 5-10 Year Investment Grade Corporate Bond Etf
Recent Activity
Exited
0%
$15,190
282 shares@ $53.87 avg price
COINCoinbase Global Inc Com Cl A
Recent Activity
Exited
0%
$8,909
50 shares@ $178.18 avg price
BLVVanguard Long-term Bond Etf
Recent Activity
Exited
0%
$8,211
109 shares@ $75.34 avg price
CDROCodere Online Luxembourg S A Ordinary Shares
Recent Activity
Exited
0%
$4,794
600 shares@ $7.99 avg price
LHXL3harris Technologies Inc Com
Recent Activity
Exited
0%
$3,806
16 shares@ $237.88 avg price
AYAtlantica Sustainable Infr Plc Shs
Recent Activity
Exited
0%
$1,649
75 shares@ $21.99 avg price
GOEVCanoo Inc Cl A Com New
Recent Activity
Exited
0%
$854
868 shares@ $0.99 avg price