San Luis Wealth Advisors LLC Purchases and Sells in Q1 2025

San Luis Wealth Advisors LLC

$442 Million
Q1 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RDVY	82.9K + 135.73%	$57.22 - $63.39 $4.74M - $5.25M	144K $8.43M
NFLX	4.91K + 1064.21%	$828.4 - $1058.6 $4.06M - $5.19M	5.37K $5.01M
META	7.81K + 505.83%	$576.36 - $736.67 $4.5M - $5.75M	9.35K $5.39M
XYLD	46.3K + 264.49%	$39.02 - $42.89 $1.81M - $1.98M	63.8K $2.52M
AMERICAN CENTY ETF TR	37.3K + 24.33%	N/A	191K $9.42M
QYLD	104K + 206.81%	$16.57 - $18.85 $1.72M - $1.95M	154K $2.55M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	46.2K New	$56.17 - $59.71 $2.59M - $2.76M	46.2K $2.64M
JEPQ	47.2K New	$51.45 - $58.51 $2.43M - $2.76M	47.2K $2.44M
DUK	6.12K New	$105.87 - $121.97 $648K - $747K	6.12K $747K
EXC	16.1K New	$37.3 - $46.08 $602K - $744K	16.1K $744K
KMB	4.96K New	$124.46 - $147.4 $617K - $731K	4.96K $705K
ES	11.1K New	$55.63 - $63.8 $620K - $711K	11.1K $692K

Top Sells

Reduced Positions

71 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EA SERIES TRUST	-754K - 25.72%	N/A	2.18M $58.4M
AAPL	-14.6K - 10.31%	$209.68 - $247.1 $3.05M - $3.6M	127K $28.1M
ITA	-41K - 93.27%	$144.84 - $159.5 $5.94M - $6.54M	2.96K $453K
VANGUARD MALVERN FDS	-84.2K - 16.21%	N/A	435K $33.7M
BMY	-99.2K - 86.12%	$53.9 - $63.11 $5.35M - $6.26M	16K $975K
GOOGL	-16.4K - 26.47%	$154.33 - $206.19 $2.53M - $3.38M	45.5K $7.04M

Activity Summary All Purchases 56 New Holdings 24 Increased Positions 32 All Sells 71 Reductions 71 Sold out 0 Calls 0 Puts 0

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