San Luis Wealth Advisors LLC Purchases and Sells in Q2 2025

San Luis Wealth Advisors LLC

$465 Million
Q2 2025

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	179K + 36.13%	$50.36 - $50.68 $9.01M - $9.07M	674K $34.2M
NVDA	15K + 14.15%	$94.31 - $157.99 $1.41M - $2.37M	121K $19.1M
PSX	37.7K + 769.32%	$92.87 - $125.73 $3.51M - $4.75M	42.6K $5.09M
TSLA	10.9K + 88.84%	$221.86 - $362.89 $2.43M - $3.97M	23.3K $7.39M
AVGO	4.13K + 23.02%	$146.29 - $275.65 $604K - $1.14M	22K $6.08M
BIV	35.5K + 35.59%	$75.05 - $77.34 $2.66M - $2.75M	135K $10.5M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MUN BD FDS	204K New	N/A	204K $15M
VCLT	169K New	$72.12 - $76.23 $12.2M - $12.9M	169K $12.9M
DIVB	159K New	$42.56 - $50.32 $6.75M - $7.98M	159K $7.98M
VBR	38.6K New	$162.76 - $195.77 $6.28M - $7.55M	38.6K $7.52M
TGT	74.5K New	$88.76 - $105.77 $6.61M - $7.88M	74.5K $7.35M
VXUS	91.1K New	$55.54 - $69.09 $5.06M - $6.29M	91.1K $6.29M

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	-224K - 51.44%	N/A	211K $16.4M
EA SERIES TRUST	-354K - 16.25%	N/A	1.82M $47.5M
VANGUARD WELLINGTON FD	-79.1K - 83.57%	N/A	15.5K $1.57M
RDVY	-128K - 89.23%	$51.6 - $62.74 $6.63M - $8.06M	15.5K $972K
VTEB	-105K - 27.25%	$48.13 - $49.85 $5.05M - $5.23M	280K $13.7M
SCHI	-179K - 21.37%	$21.85 - $22.76 $3.9M - $4.06M	657K $14.9M

Activity Summary All Purchases 81 New Holdings 25 Increased Positions 56 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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