Institutions / Holos Integrated Wealth LLC / Activity
Activity — Holos Integrated Wealth LLC
11 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | 922020722 Common stock | $6.89M | +133K | 133,334 3.84% of portfolio | medium |
| Q4 2025 as of | New | 922031687 Common stock | $5.81M | +77K | 77,048 3.24% of portfolio | medium |
| Q4 2025 as of | New | 45783Y673 Common stock | $3.99M | +108K | 107,939 2.22% of portfolio | low |
| Q4 2025 as of | New | Upstart Holdings, INC. Common stock | $93.6K | +2K | 2,041 0.05% of portfolio | low |
| Q4 2025 as of | New | Clear Secure, Inc. Common stock | $53.2K | +2K | 1,546 0.03% of portfolio | low |
| Q4 2025 as of | New | Cardinal Health Inc Common stock | $43.4K | +211 | 211 0.02% of portfolio | low |
| Q4 2025 as of | New | Cummins Inc Common stock | $31.8K | +61 | 61 0.02% of portfolio | low |
| Q4 2025 as of | New | 464287507 Common stock | $22.7K | +340 | 340 0.01% of portfolio | low |
| Q4 2025 as of | New | Emerson Electric Co Common stock | $17.2K | +127 | 127 <0.01% of portfolio | low |
| Q4 2025 as of | New | 904767803 Common stock | $4.5K | +69 | 69 <0.01% of portfolio | low |
| Q4 2025 as of | New | 922908769 Common stock | $673 | +2 | 2 <0.01% of portfolio | low |