test

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
VOVanguard Mid-cap Etf
Recent Activity
Increased 0.05%
0.33%
$563,355
2,133 shares@ $264.12 avg price
CRMSalesforce Inc Com
Recent Activity
Increased 3.19%
0.32%
$542,283
1,622 shares@ $334.33 avg price
CVXChevron Corp New Com
Recent Activity
Increased 0.03%
0.3%
$505,951
3,493 shares@ $144.85 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 0.15%
0.3%
$499,349
2,078 shares@ $240.31 avg price
VXFVanguard Extended Market Etf
Recent Activity
Increased 0.04%
0.29%
$490,314
2,581 shares@ $189.98 avg price
VTVanguard Total World Stock Etf
Recent Activity
Increased 0.03%
0.29%
$485,394
4,132 shares@ $117.48 avg price
RTXRtx Corporation Com
Recent Activity
Increased 0.03%
0.28%
$475,910
4,113 shares@ $115.71 avg price
EOGEog Res Inc Com
Recent Activity
Increased 0.06%
0.26%
$436,141
3,558 shares@ $122.59 avg price
TXNTexas Instrs Inc Com
Recent Activity
Increased 0.05%
0.24%
$398,266
2,124 shares@ $187.51 avg price
SCHWSchwab Charles Corp Com
Recent Activity
Increased 0.04%
0.24%
$398,079
5,379 shares@ $74.01 avg price