Holistic Financial Partners
Source: SEC Form 13F · as of Mar 2026Holistic Financial Partners holds 11 biotech & pharma companies tracked by BioSniper, totaling $66.4M in value as of Mar 2026 (SEC Form 13F).
Companies held
11
Total value held
$66.4M
| Company | Shares | Value |
|---|---|---|
| LLYELI LILLY & Co | 67,692 | $62.3M |
| JNJJOHNSON & JOHNSON | 4,376 | $1.1M |
| ABBVAbbVie Inc. | 2,571 | $559K |
| AZNASTRAZENECA PLC | 1,956 | $386K |
| MCKMcKesson Corporation | 394 | $341K |
| MRKMerck & Co., Inc. | 2,819 | $339K |
| PFEPFIZER INC | 11,806 | $332K |
| PMPhilip Morris International Inc | 1,909 | $316K |
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 1,158 | $313K |
| GILDGILEAD SCIENCES, INC. | 1,896 | $264K |
| ABTABBOTT LABORATORIES | 2,536 | $260K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.