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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
AXPAmerican Express Co Com
Recent Activity
Increased 1.65%
0.67%
$1.135M
3,825 shares@ $296.79 avg price
DFASDimensional U.s. Small Cap Etf
Recent Activity
Increased 0.01%
0.66%
$1.133M
17,413 shares@ $65.08 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 15.3%
0.66%
$1.13M
1,930 shares@ $585.51 avg price
ETEnergy Transfer L P Com Ut Ltd Ptn
Recent Activity
Increased 0.22%
0.64%
$1.099M
56,123 shares@ $19.6 avg price
XLIIndustrial Select Sector Spdr Fund
Recent Activity
Increased 0.41%
0.62%
$1.056M
8,013 shares@ $131.77 avg price
VVisa Inc Com Cl A
Recent Activity
Increased 0.04%
0.56%
$958,543
3,033 shares@ $316.04 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 0.03%
0.52%
$878,405
4,613 shares@ $190.42 avg price
CASYCaseys Gen Stores Inc Com
Recent Activity
0.5%
$859,154
2,168 shares@ $396.29 avg price
IBMInternational Business Machs Com
Recent Activity
Increased 13.68%
0.48%
$822,164
3,740 shares@ $219.83 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
0.47%
$800,039
1,765 shares@ $453.28 avg price