CIK 2080096
Holos Integrated Wealth LLC
Institutional 13F holdings & portfolio
Holdings
310
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 310
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HTZWW | HERTZ GLOBAL HLDGS INC WT EXP 063051 | 4K | $1K–$15K | SH |
| CB | CHUBB LIMITED COM | 34 | $1K–$15K | SH |
| MS | MORGAN STANLEY COM NEW | 56 | $1K–$15K | SH |
| NVT | NVENT ELECTRIC PLC SHS | 89 | $1K–$15K | SH |
| NBXG | NEUBERGER NEXT GENERATION COMMON STOCK | 650 | $1K–$15K | SH |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | 106 | $1K–$15K | SH |
| TSN | TYSON FOODS INC CL A | 153 | $1K–$15K | SH |
| IP | INTERNATIONAL PAPER CO COM | 218 | $1K–$15K | SH |
| MASI | MASIMO CORP COM | 68 | $1K–$15K | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 19 | $1K–$15K | SH |
| MET | METLIFE INC COM | 106 | $1K–$15K | SH |
| TRU | TRANSUNION COM | 102 | $1K–$15K | SH |
| REET | ISHARES GLOBAL REIT ETF | 332 | $1K–$15K | SH |
| LNG | CHENIERE ENERGY INC COM NEW | 40 | $1K–$15K | SH |
| CAT | CATERPILLAR INC COM | 13 | $1K–$15K | SH |
| DVN | DEVON ENERGY CORP NEW COM | 200 | $1K–$15K | SH |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 101 | $1K–$15K | SH |
| GGG | GRACO INC COM | 90 | $1K–$15K | SH |
| KEY | KEYCORP COM | 346 | $1K–$15K | SH |
| DCI | DONALDSON INC COM | 78 | $1K–$15K | SH |
| MPC | MARATHON PETE CORP COM | 40 | $1K–$15K | SH |
| SCHW | SCHWAB CHARLES CORP COM | 65 | $1K–$15K | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 120 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC COM | 110 | $1K–$15K | SH |
| PM | PHILIP MORRIS INTL INC COM | 39 | $1K–$15K | SH |
| ORI | OLD REP INTL CORP COM | 140 | $1K–$15K | SH |
| ETSY | ETSY INC COM | 100 | $1K–$15K | SH |
| BJ | BJS WHSL CLUB HLDGS INC COM | 62 | $1K–$15K | SH |
| PRU | PRUDENTIAL FINL INC COM | 50 | $1K–$15K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP INC COM | 70 | $1K–$15K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 22 | $1K–$15K | SH |
| BLK | BLACKROCK INC COM | 5 | $1K–$15K | SH |
| ILMN | ILLUMINA INC COM | 40 | $1K–$15K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 60 | $1K–$15K | SH |
| FTGC | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 228 | $1K–$15K | SH |
| A | AGILENT TECHNOLOGIES INC COM | 38 | $1K–$15K | SH |
| VLO | VALERO ENERGY CORP COM | 31 | $1K–$15K | SH |
| CLX | CLOROX CO DEL COM | 50 | $1K–$15K | SH |
| LOGI | LOGITECH INTL S A SHS | 50 | $1K–$15K | SH |
| TD | TORONTO DOMINION BK ONT COM NEW | 53 | $1K–$15K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | 200 | $1K–$15K | SH |
| NKE | NIKE INC CL B | 75 | $1K–$15K | SH |
| TJX | TJX COS INC NEW COM | 30 | $1K–$15K | SH |
| UL | UNILEVER PLC SPON ADR NEW | 69 | $1K–$15K | SH |
| JOBY | JOBY AVIATION INC COMMON STOCK | 300 | $1K–$15K | SH |
| CI | THE CIGNA GROUP COM | 15 | $1K–$15K | SH |
| ASTS | AST SPACEMOBILE INC COM CL A | 50 | $1K–$15K | SH |
| USB | US BANCORP DEL COM NEW | 77 | $1K–$15K | SH |
| BND | VANGUARD TOTAL BOND MARKET ETF | 56 | $1K–$15K | SH |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | 36 | $1K–$15K | SH |