San Luis Wealth Advisors LLC Purchases in Q1 2025

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RDVY
First Trust Rising Dividend Ac

ETFs
82.9K
+ 135.73%
$57.22 - $63.39 $4.74M - $5.25M
144K $8.43M
NFLX
Netflix Inc

Communication Services
4.91K
+ 1064.21%
$828.4 - $1058.6 $4.06M - $5.19M
5.37K $5.01M
META
Meta Platforms, Inc.

Communication Services
7.81K
+ 505.83%
$576.36 - $736.67 $4.5M - $5.75M
9.35K $5.39M
JEPI
J P Morgan Exchange Traded Fd

ETFs
46.2K
New
$56.17 - $59.71 $2.59M - $2.76M
46.2K $2.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
47.2K
New
$51.45 - $58.51 $2.43M - $2.76M
47.2K $2.44M
XYLD
Global X Fds S&P 500 Covered C

ETFs
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
Global X Fdsnasdaq 100 Covered

ETFs
104K
+ 206.81%
$16.57 - $18.85 $1.72M - $1.95M
154K $2.55M
Invesco Actively Managed Exc
58K
+ 123.17%
N/A
105K $2.68M
NEAR
Blackrock Short Maturity Bond

ETFs
27.1K
+ 31.06%
$50.4 - $50.89 $1.37M - $1.38M
114K $5.82M
SHV
Ishares Tr

ETFs
10.3K
+ 45.52%
$110.11 - $110.51 $1.14M - $1.14M
33K $3.65M
DUK
Duke Energy Corp

Utilities
6.12K
New
$105.87 - $121.97 $648K - $747K
6.12K $747K
EXC
Exelon Corp

Utilities
16.1K
New
$37.3 - $46.08 $602K - $744K
16.1K $744K
KMB
Kimberly Clark Corp

Consumer Defensive
4.96K
New
$124.46 - $147.4 $617K - $731K
4.96K $705K
BUYW
Northern Lts Fd Tr Iv Main Buy
56.3K
+ 16.68%
N/A
394K $5.4M
ES
Eversource Energy

Utilities
11.1K
New
$55.63 - $63.8 $620K - $711K
11.1K $692K
O
Realty Income Corp

Real Estate
11.8K
New
$51.67 - $58.49 $611K - $691K
11.8K $686K
AEP
American Electric Power CO Inc

Utilities
6.04K
New
$90.32 - $109.27 $546K - $660K
6.04K $660K
STLA
Stellantis N.V.

Consumer Cyclical
59.6K
New
$11.21 - $14.21 $668K - $846K
59.6K $638K
EIX
Edison International

Utilities
10.8K
New
$50.06 - $80.01 $542K - $866K
10.8K $638K
PSA
Public Storage

Real Estate
2.03K
New
$288.99 - $313.98 $587K - $637K
2.03K $608K
PSX
Phillips 66

Energy
4.91K
New
$113.93 - $131.55 $559K - $645K
4.91K $606K
PRU
Prudential Financial Inc

Financial Services
5.35K
New
$105.04 - $122.33 $562K - $654K
5.35K $597K
USB
Us Bancorp \De\

Financial Services
13.7K
New
$40.92 - $50.9 $559K - $696K
13.7K $577K
EXR
Extra Space Storage Inc.

Real Estate
3.83K
New
$143.8 - $161.28 $551K - $618K
3.83K $569K
CVX
Chevron Corp

Energy
2.39K
+ 32.06%
$146.71 - $167.97 $351K - $402K
9.85K $1.65M
Kenvue Inc
23.6K
New
N/A
23.6K $567K
TROW
Price T Rowe Group Inc

Financial Services
5.59K
New
$91.57 - $116.93 $512K - $654K
5.59K $514K
TFC
Truist Financial Corp

Financial Services
12.1K
New
$39.48 - $48.15 $479K - $584K
12.1K $499K
RF
Regions Financial Corp

Financial Services
22.5K
New
$20.84 - $24.77 $469K - $557K
22.5K $489K
FE
Firstenergy Corp

Utilities
11K
New
$37.95 - $43.5 $416K - $476K
11K $443K
VICI
Vici Properties Inc.

Real Estate
12.6K
New
$28.21 - $32.68 $355K - $411K
12.6K $411K
MSTR
Microstrategy Inc

Technology
1.44K
New
$239.27 - $396.5 $344K - $571K
1.44K $276K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.02K
+ 77.98%
$126.11 - $135.06 $254K - $273K
4.61K $594K
VIG
Vanguard Dividend Appreciation

ETFs
1.48K
+ 4.17%
N/A
36.9K $7.16M
PLTR
Palantir Technologies Inc.

Technology
2.61K
New
$64.98 - $124.62 $170K - $326K
2.61K $221K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.22K
+ 15.08%
$27.01 - $28.54 $168K - $178K
47.5K $1.33M
ABC
Amerisourcebergen Corp

Healthcare
5
+ 0.22%
N/A
2.25K $624K
PGR
Progressive Corp

Financial Services
1
+ 0.06%
$235.61 - $291.22 $236 - $291
1.7K $480K
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.09%
$275.89 - $345.24 $276 - $345
1.14K $393K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
10.2K
New
$5.29 - $10.87 $53.7K - $110K
10.2K $54K
WM
Waste Management Inc

Industrials
3
+ 0.18%
$200.54 - $233.78 $602 - $701
1.64K $380K
CB
Chubb LTD

Financial Services
2
+ 0.21%
$257.71 - $301.99 $515 - $604
939 $284K
KLAC
Kla Corp

Technology
1
+ 0.22%
$636.62 - $777.63 $637 - $778
455 $309K
HDV
Ishares Core High Dividend ETF

ETFs
13
+ 0.71%
$110.86 - $121.12 $1.44K - $1.57K
1.85K $224K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 8.44%
$507.05 - $563.67 $30.4K - $33.8K
771 $396K
ZTS
Zoetis Inc.

Healthcare
4
+ 0.15%
$156.48 - $175.67 $626 - $703
2.65K $436K
VTI
Vanguard Total Stock Market Et

ETFs
142
+ 5.19%
$271.18 - $303.12 $38.5K - $43K
2.88K $791K
LCID
Lucid Group, Inc.

Consumer Cyclical
7
+ 0.04%
$2.03 - $3.48 $14.2 - $24.4
18.9K $46K
Activity Summary
Buys All Purchases 56 New Holdings 24 Increased Positions 32 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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