Instuitional Investor - Holistic Financial Partners
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | LLY | 68,123 | $53,103,827 | 23.24% | |
| 2. | FNDF | 532,904 | $11,777,177 | 5.15% | |
| 3. | First Tr Exchange-Traded Fd | 245,277 | $10,963,898 | 4.8% | |
| 4. | First Tr Exchange-Traded Fd - CAP STRENGTH ETF | 115,347 | $10,483,914 | 4.59% | |
| 5. | First Tr Exchange-Traded Alp | 132,191 | $10,394,142 | 4.55% |
