Holos Integrated Wealth LLC

Q1 2025 13F Holdings

Location
Kennett Square, PA
Holdings as of
3/31/2025
Value ($000)
$152,504
Num holdings
314
Date filed
8/8/2025
Form type
13F-HR
Prev filing
8/8/2025
Next filing
8/13/2025
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type