San Luis Wealth Advisors LLC Purchases in Q2 2025

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
204K
New
N/A
204K $15M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
169K
New
$72.12 - $76.23 $12.2M - $12.9M
169K $12.9M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
179K
+ 36.13%
$50.36 - $50.68 $9.01M - $9.07M
674K $34.2M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
159K
New
$42.56 - $50.32 $6.75M - $7.98M
159K $7.98M
NVDA
Nvidia Corp

Technology
15K
+ 14.15%
$94.31 - $157.99 $1.41M - $2.37M
121K $19.1M
VBR
Vanguard Small Cap Value ETF

ETFs
38.6K
New
$162.76 - $195.77 $6.28M - $7.55M
38.6K $7.52M
TGT
Target Corp

Consumer Defensive
74.5K
New
$88.76 - $105.77 $6.61M - $7.88M
74.5K $7.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
91.1K
New
$55.54 - $69.09 $5.06M - $6.29M
91.1K $6.29M
MUB
Ishares National Muni Bond ETF

ETFs
58.5K
New
$102.31 - $105.8 $5.99M - $6.19M
58.5K $6.11M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
64.1K
New
$73.0 - $85.5 $4.68M - $5.48M
64.1K $5.39M
PSX
Phillips 66

Energy
37.7K
+ 769.32%
$92.87 - $125.73 $3.51M - $4.75M
42.6K $5.09M
TSLA
Tesla, Inc.

Consumer Cyclical
10.9K
+ 88.84%
$221.86 - $362.89 $2.43M - $3.97M
23.3K $7.39M
Ea Series Trust
151K
New
N/A
151K $4.02M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
30.1K
New
$108.87 - $133.04 $3.27M - $4M
30.1K $4M
SQ
Block, Inc.

Technology
56K
New
N/A
56K $3.71M
AVGO
Broadcom Inc.

Technology
4.13K
+ 23.02%
$146.29 - $275.65 $604K - $1.14M
22K $6.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
35.5K
+ 35.59%
$75.05 - $77.34 $2.66M - $2.75M
135K $10.5M
UPS
United Parcel Service Inc

Industrials
26.5K
+ 487.07%
$91.92 - $110.2 $2.44M - $2.92M
32K $3.19M
AMZN
Amazon Com Inc

Consumer Cyclical
5.93K
+ 13.62%
$167.32 - $223.3 $991K - $1.32M
49.4K $10.8M
META
Meta Platforms, Inc.

Communication Services
693
+ 7.41%
$484.66 - $738.09 $336K - $511K
10K $7.41M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.51K
New
$171.4 - $227.1 $1.46M - $1.93M
8.51K $1.93M
VIG
Vanguard Dividend Appreciation

ETFs
4.28K
+ 11.58%
N/A
41.2K $8.43M
OKE
Oneok Inc

Energy
15.5K
New
$78.71 - $100.37 $1.22M - $1.56M
15.5K $1.27M
GOOGL
Alphabet Inc.

Communication Services
1.45K
+ 3.18%
$144.7 - $178.6 $209K - $258K
47K $8.27M
XLK
Technology Sector Spdr

ETFs
407
+ 2.0%
$179.73 - $253.23 $73.2K - $103K
20.7K $5.25M
TFC
Truist Financial Corp

Financial Services
23.1K
+ 190.12%
$34.79 - $42.99 $802K - $991K
35.2K $1.51M
BEN
Franklin Resources Inc

Financial Services
33.1K
New
$16.66 - $23.85 $551K - $789K
33.1K $789K
FITB
Fifth Third Bancorp

Financial Services
17.9K
New
$33.32 - $41.51 $595K - $742K
17.9K $735K
HBAN
Huntington Bancshares Inc

Financial Services
43.8K
New
$12.49 - $16.76 $548K - $735K
43.8K $735K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.88K
New
$149.76 - $186.42 $581K - $723K
3.88K $723K
MRK
Merck & Co., Inc.

Healthcare
8.98K
New
$73.47 - $87.12 $660K - $783K
8.98K $711K
F
Ford Motor CO

Consumer Cyclical
64.8K
New
$8.69 - $10.85 $563K - $703K
64.8K $703K
FDX
Fedex Corp

Industrials
3.01K
New
$198.07 - $245.17 $597K - $738K
3.01K $685K
CVS
Cvs Health Corp

Healthcare
9.77K
New
$60.04 - $70.18 $586K - $685K
9.77K $674K
PLD
Prologis, Inc.

Real Estate
6.34K
New
$89.76 - $112.34 $569K - $712K
6.34K $666K
BX
Blackstone Inc.

Financial Services
4.21K
+ 130.53%
$120.07 - $151.11 $505K - $636K
7.43K $1.11M
OMFL
Invesco Exchange Traded Self I

ETFs
983
+ 1.01%
$48.43 - $57.78 $47.6K - $56.8K
98.4K $5.68M
SHV
Ishares Tr

ETFs
4.46K
+ 13.51%
$110.06 - $110.46 $491K - $492K
37.5K $4.14M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.05K
+ 6.46%
$45.88 - $54.4 $140K - $166K
50.2K $2.73M
IBM
International Business Machines Corp

Technology
3
+ 0.06%
$221.03 - $294.78 $663 - $884
5.3K $1.56M
PLTR
Palantir Technologies Inc.

Technology
711
+ 27.21%
$74.01 - $144.25 $52.6K - $103K
3.32K $453K
VICI
Vici Properties Inc.

Real Estate
7.03K
+ 55.88%
$29.41 - $32.97 $207K - $232K
19.6K $640K
Rocket Lab Corp
6.28K
New
N/A
6.28K $224K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.89K
New
$57.41 - $74.81 $166K - $216K
2.89K $201K
SPY
Spdr S&P 500 ETF Trust

ETFs
176
+ 14.29%
$496.48 - $617.85 $87.4K - $109K
1.41K $870K
GOOG
Alphabet Inc.

Communication Services
6
+ 0.07%
$146.58 - $180.01 $879 - $1.08K
8.21K $1.46M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
1.68K
+ 18.26%
$35.12 - $48.24 $59K - $81K
10.9K $525K
FE
Firstenergy Corp

Utilities
3.89K
+ 35.5%
$38.31 - $43.17 $149K - $168K
14.8K $597K
GLD
Spdr Gold Trust

ETFs
155
+ 2.43%
$273.71 - $316.29 $42.4K - $49K
6.54K $1.99M
Activity Summary
Buys All Purchases 81 New Holdings 25 Increased Positions 56 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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