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| Name: |
Holistic Financial Partners |
| City: |
Indianapolis |
| State: |
IN |
| Zip: |
46250 |
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data |
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| Holdings
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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 |
|
BRK.B |
Berkshire Hathaway B |
70 |
New |
$412.05 |
$323,000 |
907 |
0.19% |
323,000 |
907 |
0 |
Property & Casualty I... |
|
|
NOC |
Northrop Grumman Corp |
71 |
New |
$474.80 |
$316,000 |
675 |
0.19% |
316,000 |
675 |
0 |
Aerospace/Defense - M... |
|
|
AMGN |
Amgen Inc |
75 |
New |
$310.15 |
$296,000 |
1,026 |
0.18% |
296,000 |
1,026 |
0 |
Biotechnology |
|
|
AFRM |
Affirm Holdings, Inc. |
79 |
New |
$0.00 |
$281,000 |
5,711 |
0.17% |
281,000 |
5,711 |
0.003 |
N/A |
|
|
ASML |
ASML Holding N.V. (ADR) |
86 |
New |
$0.00 |
$257,000 |
340 |
0.15% |
257,000 |
340 |
0 |
Semiconductor Equipme... |
|
|
TMUS |
T-Mobile Us Inc |
95 |
New |
$164.20 |
$243,000 |
1,513 |
0.15% |
243,000 |
1,513 |
0 |
Wireless Communications |
|
|
TGT |
Target Corp |
98 |
New |
$163.13 |
$235,000 |
1,651 |
0.14% |
235,000 |
1,651 |
0 |
Discount, Variety Stores |
|
|
INTC |
Intel Corp |
99 |
New |
$29.85 |
$234,000 |
4,648 |
0.14% |
234,000 |
4,648 |
0.001 |
Semiconductor- Broad... |
|
|
CDNS |
Cadence Design Systems Inc |
103 |
New |
$287.48 |
$227,000 |
835 |
0.14% |
227,000 |
835 |
0 |
Technical & System So... |
|
|
PPG |
PPG Industries Inc |
105 |
New |
$135.33 |
$225,000 |
1,506 |
0.14% |
225,000 |
1,506 |
0.001 |
Conglomerates |
|
|
AMT |
American Tower Corp |
106 |
New |
$184.49 |
$220,000 |
1,018 |
0.13% |
220,000 |
1,018 |
0 |
Integrated Telecommun... |
|
|
CRM |
Salesforce.com Inc |
108 |
New |
$276.67 |
$216,000 |
819 |
0.13% |
216,000 |
819 |
0 |
Internet Software & S... |
|
|
FDX |
Fedex Corp |
110 |
New |
$265.73 |
$206,000 |
816 |
0.12% |
206,000 |
816 |
0 |
AirDelivery & Freight... |
|
|
ORCL |
Oracle Corp |
111 |
New |
$116.67 |
$205,000 |
1,948 |
0.12% |
205,000 |
1,948 |
0 |
Application Software |
|
|
ANET |
Arista Networks, Inc. |
112 |
New |
$314.03 |
$203,000 |
864 |
0.12% |
203,000 |
864 |
0 |
Diversified Computer ... |
|
|
BDX |
Becton Dickinson & Co |
114 |
New |
$235.67 |
$201,000 |
825 |
0.12% |
201,000 |
825 |
0 |
Medical Instruments &... |
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