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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
KOCoca Cola Co Com
Recent Activity
Decreased -0.16%
0.38%
$648,811
10,421 shares@ $62.26 avg price
SPHQInvesco S&p 500 Quality Etf
Recent Activity
Decreased -1.55%
0.37%
$635,727
9,484 shares@ $67.04 avg price
MRKMerck & Co Inc Com
Recent Activity
Decreased -4.53%
0.36%
$617,133
6,204 shares@ $99.48 avg price
VDCVanguard Consumer Staples Etf
Recent Activity
Decreased -7.07%
0.29%
$496,743
2,350 shares@ $211.38 avg price
HDHome Depot Inc Com
Recent Activity
Decreased -0.34%
0.27%
$454,202
1,168 shares@ $388.88 avg price
VDEVanguard Energy Etf
Recent Activity
Decreased -0.42%
0.24%
$395,806
3,263 shares@ $121.31 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
Decreased -2.89%
0.22%
$368,127
1,641 shares@ $224.34 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
Decreased -10.1%
0.18%
$309,464
2,562 shares@ $120.8 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -4.61%
0.18%
$293,131
579 shares@ $506.28 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -22.01%
0.18%
$293,092
4,170 shares@ $70.29 avg price