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
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
8.06K
+ 5.25%
$14.97 - $16.79 $121K - $135K
162K $2.7M
HEI
Heico Corp

Industrials
61
+ 3.39%
$236.44 - $328.0 $14.4K - $20K
1.86K $610K
XOM
Exxon Mobil Corp

Energy
3.68K
+ 15.14%
$99.93 - $119.04 $368K - $439K
28K $3.02M
MSTR
Microstrategy Inc

Technology
1.24K
+ 86.1%
$237.95 - $421.61 $295K - $522K
2.68K $398K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.06%
$81.79 - $99.98 $573 - $700
11.1K $1.09M
VTI
Vanguard Total Stock Market Et

ETFs
30
+ 1.04%
$243.75 - $303.93 $7.31K - $9.12K
2.91K $884K
KMI
Kinder Morgan, Inc.

Energy
2.39K
+ 10.84%
$25.21 - $29.4 $60.2K - $70.1K
24.4K $717K
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 8.48%
$908.13 - $1056.85 $42.7K - $49.7K
601 $595K
XYLD
Global X Fds S&P 500 Covered C

ETFs
2.62K
+ 4.11%
$35.62 - $39.64 $93.4K - $104K
66.4K $2.59M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
230
+ 4.99%
$114.78 - $133.31 $26.4K - $30.7K
4.84K $645K
FTI
Technip Fmc PLC

Energy
27
+ 0.15%
$23.18 - $35.33 $626 - $954
17.8K $612K
ADI
Analog Devices Inc

Technology
2
+ 0.16%
$164.6 - $238.02 $329 - $476
1.22K $289K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.18K
+ 8.81%
$24.32 - $27.87 $102K - $117K
51.7K $1.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.24%
$152.42 - $182.82 $915 - $1.1K
2.55K $466K
D
Dominion Energy, Inc

Utilities
416
+ 3.51%
$49.66 - $58.0 $20.7K - $24.1K
12.3K $693K
BND
Vanguard Bd Index Fd Inc Total

ETFs
357
+ 6.02%
$72.02 - $73.82 $25.7K - $26.4K
6.29K $463K
Kenvue Inc
4.53K
+ 19.15%
N/A
28.2K $589K
ES
Eversource Energy

Utilities
67
+ 0.6%
$54.25 - $65.89 $3.63K - $4.41K
11.2K $714K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.24%
$276.76 - $326.81 $554 - $654
844 $260K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
17
+ 0.28%
$59.8 - $60.07 $1.02K - $1.02K
6.09K $364K
WM
Waste Management Inc

Industrials
3
+ 0.18%
$216.47 - $242.1 $649 - $726
1.65K $376K
HDV
Ishares Core High Dividend ETF

ETFs
14
+ 0.76%
$108.41 - $120.51 $1.52K - $1.69K
1.86K $218K
CB
Chubb LTD

Financial Services
2
+ 0.21%
$274.32 - $302.46 $549 - $605
941 $273K
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.14%
$285.55 - $321.23 $286 - $321
698 $204K
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.4%
$157.66 - $172.39 $1.26K - $1.38K
1.99K $317K
ZTS
Zoetis Inc.

Healthcare
5
+ 0.19%
$144.41 - $170.3 $722 - $852
2.65K $414K
AEP
American Electric Power CO Inc

Utilities
56
+ 0.93%
$98.59 - $109.11 $5.52K - $6.11K
6.1K $633K
AJG
Arthur J. Gallagher & Co.

Financial Services
2
+ 0.18%
$310.86 - $348.77 $622 - $698
1.14K $364K
AMGN
Amgen Inc

Healthcare
3
+ 0.31%
$262.28 - $309.85 $787 - $930
959 $268K
EIX
Edison International

Utilities
454
+ 4.19%
$48.32 - $59.92 $21.9K - $27.2K
11.3K $582K
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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