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Portfolio (Quarterly) Guide ↗

Holos Integrated Wealth LLC

· CIK 0002080096
13F Portfolio $214M AUM 378 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 30 Added 67 Reduced 49 Exited
Page 17 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NEE NEXTERA ENERGY INC COM Utilities 38.0 $3K 0.00% $88.47 -5.5%
322 NTR NUTRIEN LTD COM Basic Materials 51.0 $3K 0.00% $65.31 +15.2%
323 SJM SMUCKER J M CO COM NEW Consumer Defensive 29.0 $3K 0.00% $113.24 +9.8%
324 WDFC WD 40 CO COM Basic Materials 12.0 $3K 0.00% $249.67 -13.1%
325 GTO INVESCO TOTAL RETURN BOND ETF 62.0 $3K 0.00% $46.92 -1.5%
326 OKE ONEOK INC NEW COM Energy 32.0 $3K 0.00% $90.66 +2.9%
327 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 49.0 $3K 0.00% $57.98 +15.6%
328 PDT HANCOCK JOHN PREM DIVID FD COM SH BEN INT Financial Services 216.0 $3K 0.00% $13.03 -3.3%
329 VICI VICI PPTYS INC COM Real Estate 104.0 $3K 0.00% $26.77 -1.0%
330 FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND 98.0 $3K 0.00% -130.0 -57.0% $27.72 +10.2%
331 UBSI UNITED BANKSHARES INC WEST VA COM Financial Services 58.0 $3K 0.00% $46.14 +3.6%
332 XEL XCEL ENERGY INC COM Utilities 33.0 $3K 0.00% $80.67 -5.4%
333 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 77.0 $3K 0.00% $34.40 +7.3%
334 FIDELITY HEDGED EQUITY ETF 76.0 $3K 0.00% $33.04
335 UPS UNITED PARCEL SVCS INC CL B Industrials 22.0 $2K 0.00% $111.95 -8.9%
336 LUMN LUMEN TECHNOLOGIES INC COM Communication Services 379.0 $2K 0.00% $6.44 -7.8%
337 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 80.0 $2K 0.00% $28.23 +20.7%
338 FSLY FASTLY INC CL A Technology 113.0 $2K 0.00% $18.59 +34.2%
339 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 31.0 $2K 0.00% $62.10 -9.6%
340 GSK GSK PLC SPONSORED ADR Healthcare 32.0 $2K 0.00% $53.31 -1.7%
Page 17 of 19  ·  378 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 29.4%
Financial Services 20.0%
Technology 15.5%
Consumer Cyclical 12.1%
Industrials 7.4%
Healthcare 5.5%
Utilities 5.0%
Communication Services 2.3%
Energy 2.0%
Basic Materials 0.8%