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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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22 |
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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 |
|
UCON |
First Trust Tcw Unconstrain... |
16 |
New |
$0.00 |
$2,255,000 |
91,680 |
1.15% |
2,255,000 |
91,680 |
0.041 |
N/A |
|
|
LALT |
First Trust Multi Strategy ... |
22 |
New |
$0.00 |
$1,525,000 |
73,569 |
0.77% |
1,525,000 |
73,569 |
0.817 |
N/A |
|
|
VTXX |
Vertx Corp |
38 |
New |
$0.00 |
$651,000 |
6,678 |
0.33% |
651,000 |
6,678 |
0 |
N/A |
|
|
TSCO |
Tractor Supply Co |
70 |
New |
$271.43 |
$344,000 |
1,314 |
0.17% |
344,000 |
1,314 |
0.001 |
Specialty Retail, Other |
|
|
CAT |
Caterpillar Inc |
86 |
New |
$354.79 |
$286,000 |
780 |
0.15% |
286,000 |
780 |
0 |
Farm & Construction M... |
|
|
EMR |
Emerson Electric Co |
91 |
New |
$115.55 |
$270,000 |
2,383 |
0.14% |
270,000 |
2,383 |
0 |
Industrial Electrical... |
|
|
DIS |
Walt Disney Co |
97 |
New |
$105.79 |
$260,000 |
2,127 |
0.13% |
260,000 |
2,127 |
0 |
Entertainment - Diver... |
|
|
DKS |
Dicks Sporting Goods Inc |
99 |
New |
$196.09 |
$247,000 |
1,098 |
0.13% |
247,000 |
1,098 |
0.001 |
Sporting Goods Stores |
|
|
MU |
Micron Technology Inc |
104 |
New |
$121.24 |
$236,000 |
2,000 |
0.12% |
236,000 |
2,000 |
0 |
Semiconductor - Memor... |
|
|
ACN |
Accenture Plc |
108 |
New |
$306.33 |
$230,000 |
663 |
0.12% |
230,000 |
663 |
0 |
Management Services |
|
|
WFC |
Wells Fargo & Co |
109 |
New |
$61.89 |
$229,000 |
3,947 |
0.12% |
229,000 |
3,947 |
0 |
Domestic Money Center... |
|
|
UBER |
Uber Technologies, Inc |
110 |
New |
$66.99 |
$227,000 |
2,947 |
0.12% |
227,000 |
2,947 |
0 |
N/A |
|
|
EQIX |
Equinix Inc |
111 |
New |
$757.68 |
$226,000 |
274 |
0.11% |
226,000 |
274 |
0 |
Telecom Services - Do... |
|
|
COP |
ConocoPhillips |
112 |
New |
$121.91 |
$225,000 |
1,770 |
0.11% |
225,000 |
1,770 |
0 |
Integrated Oil & Gas |
|
|
ORLY |
O Reilly Automotive Inc |
114 |
New |
$1,019.33 |
$221,000 |
196 |
0.11% |
221,000 |
196 |
0 |
Auto Parts Stores |
|
|
AMAT |
Applied Materials Inc |
115 |
New |
$209.73 |
$221,000 |
1,074 |
0.11% |
221,000 |
1,074 |
0 |
Semiconductor Equipme... |
|
|
DKNG |
Draftkings Inc Class A |
117 |
New |
$0.00 |
$220,000 |
4,854 |
0.11% |
220,000 |
4,854 |
0.001 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
118 |
New |
$286.17 |
$219,000 |
760 |
0.11% |
219,000 |
760 |
0.001 |
Closed - End Fund - E... |
|
|
ISRG |
Intuitive Surgical Inc |
124 |
New |
$372.63 |
$207,000 |
519 |
0.11% |
207,000 |
519 |
0 |
Medical Appliances & ... |
|
|
STZ |
Constellation Brands Inc |
125 |
New |
$261.95 |
$206,000 |
758 |
0.1% |
206,000 |
758 |
0 |
Beverage - Wineries &... |
|
|
DXCM |
DexCom Inc |
127 |
New |
$127.05 |
$204,000 |
1,473 |
0.1% |
204,000 |
1,473 |
0 |
Medical Instruments &... |
|
|
HLN |
Haleon plc |
131 |
New |
$8.24 |
$101,000 |
11,941 |
0.05% |
101,000 |
11,941 |
0 |
N/A |
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