San Luis Wealth Advisors LLC Incresed Positions in Q2 2025

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
179K
+ 36.13%
$50.36 - $50.68 $9.01M - $9.07M
674K $34.2M
NVDA
Nvidia Corp

Technology
15K
+ 14.15%
$94.31 - $157.99 $1.41M - $2.37M
121K $19.1M
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
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
VIG
Vanguard Dividend Appreciation

ETFs
4.28K
+ 11.58%
N/A
41.2K $8.43M
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
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
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
GLD
Spdr Gold Trust

ETFs
155
+ 2.43%
$273.71 - $316.29 $42.4K - $49K
6.54K $1.99M
FE
Firstenergy Corp

Utilities
3.89K
+ 35.5%
$38.31 - $43.17 $149K - $168K
14.8K $597K
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
ABC
Amerisourcebergen Corp

Healthcare
4
+ 0.18%
N/A
2.25K $674K
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
ES
Eversource Energy

Utilities
67
+ 0.6%
$54.25 - $65.89 $3.63K - $4.41K
11.2K $714K
Kenvue Inc
4.53K
+ 19.15%
N/A
28.2K $589K
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
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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