San Luis Wealth Advisors LLC Incresed Positions in Q3 2024

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
2.56K
+ 106.76%
$123.32 - $147.38 $316K - $377K
4.96K $676K
V
Visa Inc.

Financial Services
530
+ 3.69%
$253.74 - $291.56 $134K - $155K
14.9K $4.1M
PSX
Phillips 66

Energy
2.59K
+ 101.05%
$125.0 - $147.17 $324K - $381K
5.15K $677K
CGGO
Capital Group Global Growth Eq

ETFs
6.68K
+ 4.49%
$27.25 - $30.52 $182K - $204K
156K $4.69M
PFE
Pfizer Inc

Healthcare
9.59K
+ 54.19%
$27.7 - $31.39 $266K - $301K
27.3K $789K
JPM
Jpmorgan Chase & CO

Financial Services
496
+ 2.36%
$194.9 - $224.8 $96.7K - $112K
21.6K $4.55M
KHC
Kraft Heinz CO

Consumer Defensive
7.02K
+ 53.85%
$31.86 - $36.13 $224K - $254K
20.1K $704K
DVN
Devon Energy Corp

Energy
8.09K
+ 132.36%
$37.87 - $48.65 $306K - $393K
14.2K $555K
VNQ
Vanguard Specialized Funds Van

ETFs
1.92K
+ 36.72%
$82.97 - $98.97 $159K - $190K
7.14K $695K
F
Ford Motor CO

Consumer Cyclical
28K
+ 129.39%
$9.71 - $14.55 $272K - $407K
49.6K $524K
MO
Altria Group, Inc.

Consumer Defensive
3.72K
+ 36.77%
$45.95 - $54.71 $171K - $204K
13.8K $707K
T
At&T Inc.

Communication Services
4.07K
+ 9.51%
$18.21 - $22.28 $74K - $90.6K
46.8K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.03%
$213.3 - $270.78 $213 - $271
2.88K $781K
ITOT
Ishares Core S&P Total U.S. St

ETFs
551
+ 5.13%
$113.41 - $125.62 $62.5K - $69.2K
11.3K $1.42M
META
Meta Platforms, Inc.

Communication Services
35
+ 2.36%
$453.41 - $572.44 $15.9K - $20K
1.52K $867K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
247
+ 1.97%
$77.02 - $85.06 $19K - $21K
12.8K $1.08M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
1.22K
+ 11.84%
$59.61 - $60.15 $72.5K - $73.2K
11.5K $688K
AVGO
Broadcom Inc.

Technology
3.51K
+ 938.5%
$136.27 - $1745.86 $478K - $6.13M
3.88K $670K
VTI
Vanguard Total Stock Market Et

ETFs
78
+ 2.92%
$255.18 - $283.2 $19.9K - $22.1K
2.75K $779K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
216
+ 9.85%
$117.9 - $128.2 $25.5K - $27.7K
2.41K $309K
LLY
Eli Lilly & CO

Healthcare
50
+ 9.6%
$772.14 - $960.02 $38.6K - $48K
571 $506K
XLK
Technology Sector Spdr

ETFs
186
+ 0.9%
$197.34 - $237.68 $36.7K - $44.2K
20.8K $4.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
55
+ 2.18%
$162.64 - $179.3 $8.95K - $9.86K
2.58K $462K
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.22%
$170.05 - $200.86 $510 - $603
1.36K $273K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.3%
$161.9 - $179.3 $648 - $717
1.34K $228K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
155
+ 1.1%
$8.72 - $9.6 $1.35K - $1.49K
14.2K $136K
CHW
Calamos Global Dynamic Income Fund

Financial Services
133
+ 0.72%
$6.41 - $7.17 $853 - $954
18.7K $134K
ADI
Analog Devices Inc

Technology
4
+ 0.33%
$200.56 - $243.33 $802 - $973
1.21K $278K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
108
+ 0.82%
$10.91 - $12.02 $1.18K - $1.3K
13.3K $155K
CVX
Chevron Corp

Energy
320
+ 4.61%
$137.88 - $161.97 $44.1K - $51.8K
7.25K $1.07M
QCOM
Qualcomm Inc

Technology
4
+ 0.2%
$156.12 - $209.64 $624 - $839
1.96K $334K
SLB
Schlumberger Limited

Energy
45
+ 0.32%
$39.57 - $49.67 $1.78K - $2.24K
14K $589K
ADBE
Adobe Inc.

Technology
348
+ 5.13%
$508.13 - $586.55 $177K - $204K
7.13K $3.69M
NVDA
Nvidia Corp

Technology
1.21K
+ 1.02%
$98.91 - $134.91 $119K - $163K
119K $14.5M
GOOGL
Alphabet Inc.

Communication Services
447
+ 0.9%
$148.65 - $191.18 $66.4K - $85.5K
49.9K $8.28M
Activity Summary
Buys All Purchases 113 New Holdings 27 Increased Positions 86 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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