San Luis Wealth Advisors LLC Purchases in Q3 2024

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
274K
New
$49.38 - $54.19 $13.5M - $14.9M
274K $14.7M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
166K
+ 54.64%
$49.93 - $51.15 $8.31M - $8.52M
471K $24.1M
Vanguard Malvern Fds
85.3K
+ 21.59%
N/A
480K $38M
Ea Series Trust
51.3K
+ 1.92%
N/A
2.72M $78.7M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
115K
+ 35.01%
$43.73 - $46.29 $5.03M - $5.32M
443K $20.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
126K
+ 229.45%
$32.65 - $36.69 $4.1M - $4.61M
180K $6.56M
AAPL
Apple Inc.

Technology
2.65K
+ 1.96%
$207.23 - $234.82 $550K - $623K
138K $32.1M
VBK
Vanguard Small Cap Growth ETF

ETFs
13.2K
New
$240.48 - $267.94 $3.17M - $3.53M
13.2K $3.53M
Vanguard Wellington Fd
25.1K
+ 36.27%
N/A
94.4K $9.57M
BMY
Bristol Myers Squibb CO

Healthcare
24.9K
+ 26.73%
$39.66 - $51.75 $987K - $1.29M
118K $6.1M
MMM
3 M CO

Industrials
1.98K
+ 4.71%
$99.69 - $139.42 $197K - $276K
44.1K $6.02M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
32.2K
+ 18.61%
$36.06 - $37.66 $1.16M - $1.21M
205K $7.72M
COST
Costco Wholesale Corp

Consumer Defensive
1.53K
New
$801.83 - $917.05 $1.22M - $1.4M
1.53K $1.35M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.09K
+ 11.49%
$405.19 - $478.57 $441K - $521K
10.6K $4.86M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.75K
New
$517.38 - $573.86 $904K - $1M
1.75K $1M
EQAL
Invesco ETF

ETFs
8.6K
+ 6.9%
$44.26 - $48.66 $381K - $419K
133K $6.49M
ORCL
Oracle Corp

Technology
5.3K
New
$125.9 - $170.35 $667K - $903K
5.3K $903K
VIG
Vanguard Dividend Appreciation

ETFs
2.16K
+ 7.26%
$182.15 - $182.15 $394K - $394K
31.9K $6.32M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.59K
+ 3.3%
$74.26 - $78.84 $341K - $362K
144K $11.3M
MA
Mastercard Inc

Financial Services
711
+ 8.3%
$429.6 - $500.99 $305K - $356K
9.28K $4.58M
TSLA
Tesla, Inc.

Consumer Cyclical
202
+ 1.74%
$191.76 - $263.26 $38.7K - $53.2K
11.8K $3.08M
Linde PLC
1.59K
+ 295.54%
N/A
2.13K $1.02M
FSMO
Fidelity Covington Tr

ETFs
12K
+ 6.65%
$24.77 - $27.18 $298K - $327K
193K $5.3M
ITA
Ishares Tr

ETFs
1.06K
+ 3.38%
$131.58 - $149.64 $140K - $159K
32.6K $4.87M
OMFL
Invesco Exchange Traded Self I

ETFs
11.3K
+ 8.98%
$47.65 - $52.99 $539K - $599K
137K $7.27M
IMFL
Invesco Ex Tr Self Indx Fd Tr
20.8K
+ 13.67%
$23.68 - $26.26 $492K - $546K
173K $4.41M
RDVY
First Trust Rising Dividend Ac

ETFs
6.98K
+ 14.15%
$53.68 - $59.24 $375K - $413K
56.3K $3.33M
OSEA
Harbor ETF Tr Harbor Intl Comp
15.3K
+ 10.36%
N/A
163K $4.72M
MSFT
Microsoft Corp

Technology
2.14K
+ 10.41%
$395.15 - $467.56 $844K - $999K
22.7K $9.75M
NOC
Northrop Grumman Corp

Industrials
943
+ 197.69%
$423.73 - $533.14 $400K - $503K
1.42K $750K
BX
Blackstone Inc.

Financial Services
2.49K
+ 53.54%
$120.77 - $159.66 $301K - $398K
7.14K $1.09M
ZTS
Zoetis Inc.

Healthcare
2.64K
New
$172.58 - $196.48 $456K - $519K
2.64K $516K
CSCO
Cisco Systems, Inc.

Technology
8.47K
+ 112.15%
$44.74 - $53.22 $379K - $451K
16K $853K
FTGS
First Tr Exchange Traded Fd Gr
12.2K
+ 8.57%
N/A
154K $4.81M
LEG
Leggett & Platt Inc

Consumer Cyclical
32.4K
+ 197.02%
$10.67 - $14.12 $346K - $457K
48.8K $665K
GILD
Gilead Sciences, Inc.

Healthcare
4.56K
+ 90.98%
$66.59 - $83.99 $303K - $383K
9.57K $802K
RIO
Rio Tinto PLC

Basic Materials
6.03K
+ 132.3%
$59.71 - $71.21 $360K - $429K
10.6K $753K
AMZN
Amazon Com Inc

Consumer Cyclical
4.04K
+ 9.22%
$161.02 - $200.0 $651K - $808K
47.9K $8.92M
Global X Fds
4.46K
New
N/A
4.46K $448K
IBM
International Business Machines Corp

Technology
696
+ 11.7%
$175.1 - $223.38 $122K - $155K
6.65K $1.47M
CCI
Crown Castle International Corp

Real Estate
3.19K
+ 109.38%
$95.29 - $120.24 $304K - $384K
6.11K $725K
D
Dominion Energy, Inc

Utilities
6.63K
+ 114.12%
$48.01 - $58.53 $318K - $388K
12.4K $719K
PGR
Progressive Corp

Financial Services
1.7K
New
$209.46 - $259.24 $355K - $439K
1.7K $430K
PM
Philip Morris International Inc.

Consumer Defensive
2.99K
+ 93.46%
$101.25 - $127.45 $302K - $380K
6.18K $750K
BTI
British American Tobacco P.L.C.

Consumer Defensive
9.91K
+ 91.04%
$31.07 - $39.36 $308K - $390K
20.8K $761K
KMI
Kinder Morgan, Inc.

Energy
17.2K
+ 111.21%
$19.72 - $22.22 $339K - $382K
32.7K $722K
WHR
Whirlpool Corp

Consumer Cyclical
3.73K
+ 131.16%
$90.25 - $112.34 $336K - $418K
6.57K $702K
MDT
Medtronic PLC

Healthcare
4.15K
+ 126.79%
$76.84 - $91.03 $319K - $377K
7.42K $668K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
22.4K
+ 105.7%
$16.42 - $18.12 $367K - $405K
43.5K $785K
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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