San Luis Wealth Advisors LLC Incresed Positions in Q4 2024

San Luis Wealth Advisors LLC

  • $528 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
118K
+ 27.48%
$50.37 - $50.6 $5.94M - $5.96M
547K $27.5M
AVGO
Broadcom Inc.

Technology
22.3K
+ 573.04%
$159.67 - $250.0 $3.55M - $5.56M
26.1K $6.06M
AMZN
Amazon Com Inc

Consumer Cyclical
10.5K
+ 21.99%
$180.88 - $232.93 $1.9M - $2.45M
58.4K $12.8M
LLY
Eli Lilly & CO

Healthcare
4.6K
+ 805.6%
$727.2 - $932.06 $3.35M - $4.29M
5.17K $3.99M
GOOGL
Alphabet Inc.

Communication Services
11.9K
+ 23.92%
$161.86 - $196.66 $1.93M - $2.35M
61.9K $11.7M
AAPL
Apple Inc.

Technology
3.22K
+ 2.34%
$221.69 - $259.02 $715K - $835K
141K $35.4M
MSFT
Microsoft Corp

Technology
6.77K
+ 29.88%
$406.35 - $454.46 $2.75M - $3.08M
29.4K $12.4M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
600K
+ 135.41%
$22.02 - $46.16 $13.2M - $27.7M
1.04M $23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.26K
+ 40.27%
$442.29 - $483.08 $1.88M - $2.06M
14.8K $6.72M
V
Visa Inc.

Financial Services
3.62K
+ 24.29%
$273.87 - $320.91 $991K - $1.16M
18.5K $5.85M
ITA
Ishares Tr

ETFs
11.4K
+ 34.95%
$144.31 - $157.31 $1.64M - $1.79M
43.9K $6.39M
NEAR
Blackrock Short Maturity Bond

ETFs
28.6K
+ 48.8%
$50.28 - $51.08 $1.44M - $1.46M
87.3K $4.41M
Vanguard Malvern Fds
38.8K
+ 8.07%
N/A
519K $39.3M
MA
Mastercard Inc

Financial Services
1.4K
+ 15.13%
$491.3 - $536.15 $690K - $753K
10.7K $5.63M
Vanguard Wellington Fd
9.8K
+ 10.38%
N/A
104K $10.4M
Ea Series Trust
207K
+ 7.63%
N/A
2.93M $79.3M
VIG
Vanguard Dividend Appreciation

ETFs
3.52K
+ 11.02%
N/A
35.4K $6.94M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
18.4K
+ 10.22%
$35.45 - $40.33 $654K - $743K
199K $7.13M
Invesco Actively Managed Exc
18.9K
+ 67.0%
N/A
47.1K $1.21M
SOFI
So Fi Technologies, Inc.

Financial Services
89
+ 0.15%
$7.63 - $16.88 $679 - $1.5K
60.3K $919K
RDVY
First Trust Rising Dividend Ac

ETFs
4.76K
+ 8.46%
$58.65 - $64.37 $279K - $307K
61.1K $3.61M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.1K
+ 5.91%
$36.54 - $37.53 $443K - $455K
217K $7.99M
MS
Morgan Stanley

Financial Services
419
+ 6.38%
$104.42 - $134.99 $43.8K - $56.6K
6.99K $879K
F
Ford Motor CO

Consumer Cyclical
22.6K
+ 45.61%
$9.69 - $11.4 $219K - $258K
72.3K $716K
XLK
Technology Sector Spdr

ETFs
84
+ 0.4%
$220.26 - $241.44 $18.5K - $20.3K
20.9K $4.86M
MO
Altria Group, Inc.

Consumer Defensive
2.59K
+ 18.69%
$49.06 - $57.74 $127K - $149K
16.4K $859K
Ishares Bitcoin Trust ETF
540
+ 8.78%
N/A
6.69K $355K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.56K
+ 15.09%
$17.93 - $18.8 $118K - $123K
50.1K $912K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.49K
+ 16.78%
$34.25 - $37.94 $120K - $132K
24.3K $882K
UPS
United Parcel Service Inc

Industrials
1.35K
+ 27.31%
$122.65 - $138.35 $166K - $187K
6.31K $796K
GILD
Gilead Sciences, Inc.

Healthcare
319
+ 3.33%
$83.95 - $97.9 $26.8K - $31.2K
9.89K $913K
WHR
Whirlpool Corp

Consumer Cyclical
510
+ 7.77%
$99.28 - $124.45 $50.6K - $63.5K
7.08K $810K
PM
Philip Morris International Inc.

Consumer Defensive
876
+ 14.18%
$118.38 - $133.06 $104K - $117K
7.06K $849K
T
At&T Inc.

Communication Services
2.69K
+ 5.74%
$21.22 - $23.88 $57K - $64.2K
49.5K $1.13M
DVN
Devon Energy Corp

Energy
5.56K
+ 39.18%
$30.52 - $42.96 $170K - $239K
19.8K $647K
Gsk PLC
6.03K
+ 37.84%
N/A
22K $743K
Annaly Capital Management In
8.04K
+ 24.58%
N/A
40.8K $746K
XYLD
Global X Fds S&P 500 Covered C

ETFs
1.7K
+ 10.73%
$40.86 - $43.42 $69.3K - $73.6K
17.5K $733K
D
Dominion Energy, Inc

Utilities
2.21K
+ 17.74%
$52.63 - $60.92 $116K - $134K
14.6K $789K
PFE
Pfizer Inc

Healthcare
4.9K
+ 17.97%
$24.8 - $30.19 $122K - $148K
32.2K $854K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
108
+ 17.91%
$521.84 - $558.82 $56.4K - $60.4K
711 $383K
VNQ
Vanguard Specialized Funds Van

ETFs
1.37K
+ 19.15%
$87.85 - $98.6 $120K - $135K
8.5K $758K
MDT
Medtronic PLC

Healthcare
1.69K
+ 22.82%
$79.61 - $92.24 $135K - $156K
9.11K $728K
KHC
Kraft Heinz CO

Consumer Defensive
4.65K
+ 23.18%
$30.1 - $36.02 $140K - $167K
24.7K $759K
FTI
Technip Fmc PLC

Energy
19
+ 0.1%
$25.16 - $31.95 $478 - $607
19.3K $559K
FTGS
First Tr Exchange Traded Fd Gr
776
+ 0.5%
N/A
155K $4.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28.5K
+ 222.77%
$26.93 - $84.95 $767K - $2.42M
41.3K $1.13M
VGT
Vanguard Information Technolog

ETFs
14
+ 1.45%
$571.78 - $647.97 $8K - $9.07K
979 $609K
SPY
Spdr S&P 500 ETF Trust

ETFs
31
+ 1.77%
$567.81 - $607.81 $17.6K - $18.8K
1.78K $1.04M
Activity Summary
Buys All Purchases 96 New Holdings 11 Increased Positions 85 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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