San Luis Wealth Advisors LLC Purchases and Sells in Q4 2024

San Luis Wealth Advisors LLC

$528 Million
Q4 2024

Top Buys

Incresed Positions

85 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	118K + 27.48%	$50.37 - $50.6 $5.94M - $5.96M	547K $27.5M
AVGO	22.3K + 573.04%	$159.67 - $250.0 $3.55M - $5.56M	26.1K $6.06M
AMZN	10.5K + 21.99%	$180.88 - $232.93 $1.9M - $2.45M	58.4K $12.8M
LLY	4.6K + 805.6%	$727.2 - $932.06 $3.35M - $4.29M	5.17K $3.99M
GOOGL	11.9K + 23.92%	$161.86 - $196.66 $1.93M - $2.35M	61.9K $11.7M
AAPL	3.22K + 2.34%	$221.69 - $259.02 $715K - $835K	141K $35.4M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMERICAN CENTY ETF TR	153K New	N/A	153K $7.65M
BUYW	337K New	N/A	337K $4.7M
WBA	88.4K New	$8.24 - $11.07 $728K - $978K	88.4K $824K
SINCLAIR INC	49K New	N/A	49K $791K
CWEN	29.6K New	$25.71 - $30.74 $760K - $909K	29.6K $769K
PINE	43K New	$16.21 - $18.47 $697K - $795K	43K $722K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	-36K - 81.74%	$124.74 - $137.12 $4.49M - $4.94M	8.04K $1.04M
VZ	-82.2K - 71.12%	$39.6 - $45.21 $3.25M - $3.71M	33.4K $1.33M
UNH	-6.04K - 86.33%	$485.52 - $625.25 $2.93M - $3.77M	956 $484K
VTEB	-36.7K - 7.78%	$49.79 - $51.14 $1.83M - $1.88M	435K $21.8M
OSEA	-1.48K - 0.91%	N/A	162K $4.18M
SHV	-4.25K - 15.79%	$109.92 - $110.57 $467K - $470K	22.7K $2.5M

Activity Summary All Purchases 96 New Holdings 11 Increased Positions 85 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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