Holistic-Financial-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-06
Total Holdings
123
Total Value
207507782
Accession Number
0001765380-25-000171
Form Type
13F-HR
Manager Name
Holistic-Financial-Partners
Data Enrichment
80% identified
99 identified24 unidentified

Holdings

123 positions • $207.5M total value
Manager:
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Page 7 of 7
Lloyds Banking Group plc
Shares:
Value:$41.5K
% of Portfolio:0.0% ($41.5K/$207.5M)
Vivakor, Inc.
Shares:
Value:$7.5K
% of Portfolio:0.0% ($7.5K/$207.5M)
74915M100
Shares:
Value:$2.7K
% of Portfolio:0.0% ($2.7K/$207.5M)