Holos Integrated Wealth LLC

Q2 2025 13F Holdings

Location
Kennett Square, PA
Holdings as of
6/30/2025
Value ($000)
$166,294
Num holdings
308
Date filed
8/13/2025
Form type
13F-HR
Prev filing
8/8/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type