San Luis Wealth Advisors LLC Incresed Positions in Q3 2025

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
92.2K
+ 13.67%
$50.47 - $50.74 $4.65M - $4.68M
767K $38.9M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
80.6K
+ 50.84%
$49.55 - $52.25 $3.99M - $4.21M
239K $12.5M
NVDA
Nvidia Corp

Technology
11.1K
+ 9.16%
$153.3 - $186.58 $1.7M - $2.07M
132K $24.6M
AAPL
Apple Inc.

Technology
7.25K
+ 5.96%
$202.38 - $256.87 $1.47M - $1.86M
129K $32.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.09K
+ 83.29%
$225.11 - $247.9 $1.6M - $1.76M
15.6K $3.85M
MSFT
Microsoft Corp

Technology
2.72K
+ 11.4%
$491.09 - $535.64 $1.34M - $1.46M
26.6K $13.8M
TGT
Target Corp

Consumer Defensive
15.2K
+ 20.45%
$86.56 - $107.43 $1.32M - $1.64M
89.7K $8.05M
NEAR
Blackrock Short Maturity Bond

ETFs
22.8K
+ 23.19%
$50.8 - $51.32 $1.16M - $1.17M
121K $6.2M
JPM
Jpmorgan Chase & CO

Financial Services
3.5K
+ 26.13%
$282.78 - $316.06 $989K - $1.1M
16.9K $5.32M
VIG
Vanguard Dividend Appreciation

ETFs
5.78K
+ 14.03%
N/A
47K $8.56M
MA
Mastercard Inc

Financial Services
1.31K
+ 20.16%
$550.18 - $598.96 $723K - $787K
7.83K $4.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.47K
+ 14.01%
$459.11 - $506.91 $673K - $743K
11.9K $6M
KLAC
Kla Corp

Technology
672
+ 147.69%
$843.9 - $1078.6 $567K - $725K
1.13K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
765
+ 127.29%
$915.95 - $994.57 $701K - $761K
1.37K $1.26M
V
Visa Inc.

Financial Services
1.99K
+ 20.18%
$332.09 - $358.86 $661K - $714K
11.8K $4.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
944
+ 67.05%
$617.65 - $666.84 $583K - $629K
2.35K $1.57M
LOW
Lowes Companies Inc

Consumer Cyclical
1.99K
+ 80.01%
$215.01 - $273.02 $429K - $544K
4.48K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 4.35%
$211.65 - $238.24 $455K - $513K
51.6K $11.3M
MUB
Ishares National Muni Bond ETF

ETFs
4.2K
+ 7.17%
$103.24 - $106.68 $433K - $448K
62.7K $6.68M
LLY
Eli Lilly & CO

Healthcare
571
+ 111.31%
$625.65 - $812.69 $357K - $464K
1.08K $827K
MSTR
Microstrategy Inc

Technology
982
+ 100.41%
$300.7 - $455.9 $295K - $448K
1.96K $631K
XYLD
Global X Fds S&P 500 Covered C

ETFs
7.9K
+ 11.9%
$38.52 - $39.39 $304K - $311K
74.3K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.62K
+ 5.71%
$181.56 - $190.33 $294K - $308K
30K $5.69M
VZ
Verizon Communications Inc

Communication Services
6.69K
+ 37.73%
$40.84 - $45.06 $273K - $301K
24.4K $1.07M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17K
+ 10.5%
$16.46 - $17.1 $280K - $290K
179K $3.04M
PG
Procter & Gamble CO

Consumer Defensive
1.85K
+ 92.97%
$150.47 - $161.22 $279K - $298K
3.84K $590K
TFC
Truist Financial Corp

Financial Services
6.04K
+ 17.18%
$42.83 - $47.07 $259K - $284K
41.2K $1.88M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.8K
+ 10.41%
$55.61 - $57.37 $267K - $276K
51K $2.91M
AVGO
Broadcom Inc.

Technology
825
+ 3.74%
$264.74 - $369.57 $218K - $305K
22.9K $7.55M
QCOM
Qualcomm Inc

Technology
1.58K
+ 93.95%
$145.84 - $173.55 $231K - $275K
3.27K $543K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.78K
+ 4.34%
$81.76 - $86.36 $227K - $240K
66.9K $5.67M
MCD
Mcdonalds Corp

Consumer Cyclical
772
+ 110.6%
$291.67 - $316.99 $225K - $245K
1.47K $446K
WMT
Walmart Inc.

Consumer Defensive
2.14K
+ 19.26%
$94.4 - $104.27 $202K - $224K
13.3K $1.37M
TSLA
Tesla, Inc.

Consumer Cyclical
497
+ 2.14%
$293.94 - $444.72 $146K - $221K
23.8K $10.6M
AMGN
Amgen Inc

Healthcare
735
+ 76.64%
$271.18 - $309.22 $199K - $227K
1.69K $478K
ADI
Analog Devices Inc

Technology
778
+ 64.03%
$220.68 - $255.63 $172K - $199K
1.99K $489K
OKE
Oneok Inc

Energy
2.48K
+ 15.98%
$71.36 - $83.47 $177K - $207K
18K $1.31M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.11K
+ 6.2%
$53.81 - $57.52 $168K - $179K
53.3K $3.07M
XLK
Technology Sector Spdr

ETFs
632
+ 3.05%
$250.97 - $282.66 $159K - $179K
21.4K $6.02M
EIX
Edison International

Utilities
2.95K
+ 26.11%
$50.42 - $56.35 $148K - $166K
14.2K $786K
CVS
Cvs Health Corp

Healthcare
2.12K
+ 21.73%
$58.75 - $76.5 $125K - $162K
11.9K $896K
PM
Philip Morris International Inc.

Consumer Defensive
947
+ 18.48%
$157.77 - $183.27 $149K - $174K
6.07K $984K
XOM
Exxon Mobil Corp

Energy
1.23K
+ 4.4%
$105.83 - $117.22 $131K - $145K
29.3K $3.3M
GOOGL
Alphabet Inc.

Communication Services
558
+ 1.19%
$174.36 - $254.72 $97.3K - $142K
47.5K $11.5M
MRK
Merck & Co., Inc.

Healthcare
1.59K
+ 17.7%
$77.6 - $87.37 $123K - $139K
10.6K $887K
EXC
Exelon Corp

Utilities
2.97K
+ 21.16%
$42.73 - $45.54 $127K - $135K
17K $766K
ORCL
Oracle Corp

Technology
456
+ 9.05%
$218.96 - $328.33 $99.8K - $150K
5.49K $1.55M
PLTR
Palantir Technologies Inc.

Technology
700
+ 21.06%
$130.68 - $186.97 $91.5K - $131K
4.02K $734K
RDVY
First Trust Rising Dividend Ac

ETFs
1.83K
+ 11.83%
$62.38 - $67.29 $114K - $123K
17.3K $1.17M
Activity Summary
Buys All Purchases 148 New Holdings 40 Increased Positions 108 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 4 Puts 0
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