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  Name: Olistico Wealth LLC
  City: Tulsa
  State: OK
  Zip: 74136
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $138,552,000
  Total Value Change : $10,516,000
  Securities Held Change : -3
   
All Securities Held : 102
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 36
  Unchanged Positions : 23
  Decreased Positions : 40

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 86 New $73.93 $304,000 4,207 0.22% 304,000 4,207 0    Investment Brokerage ...
   (DIS)1 Year Chart         DIS Walt Disney Co 99 New $101.54 $225,000 1,842 0.16% 225,000 1,842 0    Entertainment - Diver...
   (FTNT)1 Year Chart         FTNT Fortinet Inc 100 New $59.72 $220,000 3,216 0.16% 220,000 3,216 0    Computer Peripherals

      3 Records Found
  1    
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