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| Name: |
Holistic Financial Partners |
| City: |
Indianapolis |
| State: |
IN |
| Zip: |
46250 |
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data |
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| Holdings
Found :
12 |
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Unchanged Positions |
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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 |
|
TKR |
Timken Co |
17 |
- |
$91.73 |
$2,112,000 |
24,161 |
1.07% |
175,000 |
0 |
0.032 |
Machine Tools & Acces... |
|
|
IAU |
iShares COMEX Gold Trust |
25 |
- |
$44.68 |
$1,386,000 |
32,987 |
0.7% |
99,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
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SEB |
Seaboard Corp |
39 |
- |
$3,205.53 |
$645,000 |
200 |
0.33% |
-69,000 |
0 |
0.017 |
Meat Products |
|
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IWR |
iShares Tr Rssll MidCap Indx |
66 |
- |
$82.41 |
$387,000 |
4,600 |
0.2% |
29,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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VEA |
Vanguard Europe Pacific ETF |
68 |
- |
$49.56 |
$384,000 |
7,659 |
0.2% |
17,000 |
0 |
0 |
Closed - End Fund - F... |
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LNC |
Lincoln National Corp |
78 |
- |
$29.31 |
$307,000 |
9,630 |
0.16% |
47,000 |
0 |
0.005 |
Life & Health Insurance |
|
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IMO |
Imperial Oil Limited (USA) |
90 |
- |
$69.85 |
$273,000 |
3,954 |
0.14% |
47,000 |
0 |
0.001 |
Oil & Gas Refining, P... |
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RACE |
Ferrari NV |
95 |
- |
$0.00 |
$261,000 |
598 |
0.13% |
59,000 |
0 |
0 |
N/A |
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LBTYK |
Liberty Global Inc |
130 |
- |
$17.23 |
$179,000 |
10,162 |
0.09% |
-10,000 |
0 |
0.002 |
Telecom Services - Fo... |
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LYG |
Lloyds Banking Group Plc |
133 |
- |
$2.70 |
$83,000 |
32,058 |
0.04% |
6,000 |
0 |
0.002 |
Foreign Regional Banks |
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IGR |
Cbre Clarion Global Real Es... |
134 |
- |
$5.12 |
$78,000 |
14,440 |
0.04% |
0 |
0 |
0.012 |
Closed - End Fund - E... |
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QRTEB |
Qurate Retail Inc |
135 |
- |
$0.70 |
$17,000 |
13,470 |
0.01% |
5,000 |
0 |
0.003 |
Entertainment - Diver... |
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