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 251–300 of 310
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SOLV | SOLVENTUM CORP COM SHS | 46 | $1K–$15K | SH |
| AVB | AVALONBAY CMNTYS INC COM | 19 | $1K–$15K | SH |
| FE | FIRSTENERGY CORP COM | 73 | $1K–$15K | SH |
| NTR | NUTRIEN LTD COM | 51 | $1K–$15K | SH |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | 80 | $1K–$15K | SH |
| RHI | ROBERT HALF INC. COM | 115 | $1K–$15K | SH |
| NEE | NEXTERA ENERGY INC COM | 38 | $1K–$15K | SH |
| VICI | VICI PPTYS INC COM | 104 | $1K–$15K | SH |
| LUMN | LUMEN TECHNOLOGIES INC COM | 379 | $1K–$15K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | 77 | $1K–$15K | SH |
| SBUX | STARBUCKS CORP COM | 34 | $1K–$15K | SH |
| SJM | SMUCKER J M CO COM NEW | 29 | $1K–$15K | SH |
| PDT | HANCOCK JOHN PREM DIVID FD COM SH BEN INT | 216 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC COMMON STOCK | 107 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 49 | $1K–$15K | SH |
| XEL | XCEL ENERGY INC COM | 33 | $1K–$15K | SH |
| IRM | IRON MTN INC DEL COM | 29 | $1K–$15K | SH |
| OKE | ONEOK INC NEW COM | 32 | $1K–$15K | SH |
| WDFC | WD 40 CO COM | 12 | $1K–$15K | SH |
| UBSI | UNITED BANKSHARES INC WEST VA COM | 58 | $1K–$15K | SH |
| UPS | UNITED PARCEL SERVICE INC CL B | 22 | $1K–$15K | SH |
| HTZ | HERTZ GLOBAL HLDGS INC COM NEW | 421 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC COM | 22 | $1K–$15K | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 3 | $1K–$15K | SH |
| QS | QUANTUMSCAPE CORP COM CL A | 166 | $1K–$15K | SH |
| GSK | GSK PLC SPONSORED ADR | 32 | $1K–$15K | SH |
| BGS | B & G FOODS INC NEW COM | 350 | $1K–$15K | SH |
| UHT | UNIVERSAL HEALTH RLTY INCOME T SH BEN INT | 33 | $1K–$15K | SH |
| DOCU | DOCUSIGN INC COM | 18 | $1K–$15K | SH |
| PDI | PIMCO DYNAMIC INCOME FD SHS | 65 | $1K–$15K | SH |
| FSLY | FASTLY INC CL A | 113 | $1K–$15K | SH |
| NMT | NUVEEN MASSACHUSETS QLT MUN FD COM | 100 | $1K–$15K | SH |
| HST | HOST HOTELS & RESORTS INC COM | 62 | $1K–$15K | SH |
| AVNS | AVANOS MED INC COM | 97 | $1K–$15K | SH |
| CC | CHEMOURS CO COM | 79 | <$1K | SH |
| SLVM | SYLVAMO CORP COMMON STOCK | 19 | <$1K | SH |
| VTRS | VIATRIS INC COM | 72 | <$1K | SH |
| NMAX | NEWSMAX INC COM SHS CLASS B | 100 | <$1K | SH |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | 50 | <$1K | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 2 | <$1K | SH |
| OGS | ONE GAS INC COM | 8 | <$1K | SH |
| TDC | TERADATA CORP DEL COM | 20 | <$1K | SH |
| MDLZ | MONDELEZ INTL INC CL A | 10 | <$1K | SH |
| GRAL | GRAIL INC COM | 6 | <$1K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 1 | <$1K | SH |
| KMI | KINDER MORGAN INC DEL COM | 16 | <$1K | SH |
| HLN | HALEON PLC SPON ADS | 40 | <$1K | SH |
| FTRE | FORTREA HLDGS INC COMMON STOCK | 22 | <$1K | SH |
| OGN | ORGANON & CO COMMON STOCK | 50 | <$1K | SH |
| PTLO | PORTILLOS INC COM CL A | 66 | <$1K | SH |