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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 9 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SHOP SHOPIFY INC CL A SUB VTG SHS Technology 389.0 $47K 0.02% $121.91 +22.4%
162 DUPONT DE NEMOURS INC COMMON STOCK 329.0 $46K 0.02% NEW $139.61
163 VZ VERIZON COMMUNICATIONS INC COM Communication Services 1,048.0 $45K 0.02% $42.59 +16.1%
164 GRNJ FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF 1,500.0 $45K 0.02% -100.0 -6.2% $29.71 +1.4%
165 EATON VANCE TAX-ADVANTAGED GLO COM 1,385.0 $43K 0.02% $30.92
166 AMGN AMGEN INC COM Healthcare 113.0 $42K 0.02% $368.10 +19.4%
167 NOC NORTHROP GRUMMAN CORP COM Industrials 75.0 $41K 0.02% $549.04 +0.4%
168 CMI CUMMINS INC COM Industrials 61.0 $40K 0.02% $660.15 -11.0%
169 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 701.0 $40K 0.02% +662.0 +1697.4% $56.83 +1.9%
170 NEM NEWMONT CORP COM Basic Materials 400.0 $38K 0.02% $95.06 +38.4%
171 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 150.0 $37K 0.02% $245.60 +14.3%
172 IWD ISHARES RUSSELL 1000 VALUE ETF 148.0 $37K 0.02% -130.0 -46.8% $247.47 +4.0%
173 FENY FIDELITY MSCI ENERGY INDEX ETF 1,200.0 $36K 0.02% +500.0 +71.4% $30.37 +16.3%
174 UNH UNITEDHEALTH GROUP INC COM Healthcare 85.0 $36K 0.02% $428.19 -8.9%
175 FELV FIDELITY ENHANCED LARGE CAP VALUE ETF 875.0 $36K 0.02% $40.85 +4.6%
176 KO COCA COLA CO COM Consumer Defensive 400.0 $34K 0.02% -192.0 -32.4% $84.05 +8.4%
177 LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF 790.0 $33K 0.01% NEW $41.29 +4.1%
178 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 810.0 $32K 0.01% $40.04 +2.0%
179 PWR QUANTA SVCS INC COM Industrials 48.0 $32K 0.01% $656.79 -2.7%
180 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 525.0 $31K 0.01% NEW $59.36 +0.8%
Page 9 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%