Chris Marks

@Olistico Wealth, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$171.968M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RIVNRivian Automotive Inc Com Cl A Recent Activity New Position	0.01%	$93 7 shares@ $13.29 avg price	New Position
GOEVCanoo Inc Com Recent Activity New Position	0.01%	$89 63 shares@ $1.42 avg price	New Position