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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 7 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 INTC INTEL CORP COM Technology 871.0 $96K 0.04% $110.39 -18.4%
122 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 100.0 $95K 0.04% $947.50 +0.0%
123 NEO NEOGENOMICS INC COM NEW Healthcare 6,500.0 $94K 0.04% $14.50 +17.1%
124 ES EVERSOURCE ENERGY COM Utilities 1,249.0 $93K 0.04% $74.75 -6.1%
125 CEG CONSTELLATION ENERGY CORP COM Utilities 388.0 $93K 0.04% $239.71 +13.8%
126 EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 2,065.0 $91K 0.04% -300.0 -12.7% $44.11 -0.9%
127 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 778.0 $89K 0.04% $114.74 -4.7%
128 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 1,584.0 $87K 0.04% $54.64 +16.5%
129 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 2,100.0 $86K 0.04% -200.0 -8.7% $41.18 +14.7%
130 YOU CLEAR SECURE INC COM CL A Technology 1,546.0 $86K 0.04% $55.91 -22.6%
131 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 1,076.0 $86K 0.04% -7.0 -0.7% $79.76 +2.7%
132 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 869.0 $84K 0.04% $96.34 +3.1%
133 LOW LOWES COS INC COM Consumer Cyclical 360.0 $80K 0.04% $220.90 -2.2%
134 DALI FIRST TRUST DORSEY WRIGHT DALI EQUITY ETF 2,650.0 $76K 0.04% $28.86 +2.0%
135 IWM ISHARES RUSSELL 2000 ETF 256.0 $76K 0.04% $296.19 +1.3%
136 Q QNITY ELECTRONICS INC COMMON STOCK Technology 494.0 $69K 0.03% $140.63 -8.4%
137 BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF 697.0 $69K 0.03% $99.15 +0.2%
138 CWS ADVISORSHARES FOCUSED EQUITY ETF 1,000.0 $69K 0.03% $68.52 +6.6%
139 BDJ BLACKROCK ENHANCED EQUITY DIVI COM Financial Services 7,099.0 $68K 0.03% +42.0 +0.6% $9.61 +1.9%
140 FIDELITY MSCI HEALTH CARE INDEX ETF 848.0 $68K 0.03% $80.15
Page 7 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%