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| Holistic Financial Partners LLC
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| |
|---|---|
| CRD # | 170913 |
| SEC # | 801-79580 |
| CIK # | 0001729304 |
| AUM | $343.0 MM (2024-05-15) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 317-550-3400 |
| Address | 9959 Crosspoint Boulevard Indianapolis, IN 46256 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LLY | 301,789.7 | 61.6 | |
| NVDA | 399,550.0 | 4.4 | |
| JPM | 340,169.2 | 3.1 | |
| AMZN | 1,092,997.8 | 2.9 | |
| AAPL | 2,382,844.0 | 2.5 | |
| MSFT | 1,918,222.4 | 2.3 | |
| TKR | 4,061.6 | 2.1 | |
| PG | 338,108.9 | 1.5 | |
| IAU | 1.4 | ||
| NFLX | 79,791.6 | 1.2 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 680 | 155.0 |
| (b) Individuals (high net worth individuals) | 81 | 188.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 761 | 343.0 |
| By Discretionary | ||
| Discretionary | 761 | 343.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 761 | 343.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.0 | |
| Total | 761 | 343.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729304] |
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