San Luis Wealth Advisors LLC New Holdings in Q3 2024

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IGLB
Ishares 10+ Year Investment Gr

ETFs
274K
New
$49.38 - $54.19 $13.5M - $14.9M
274K $14.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
13.2K
New
$240.48 - $267.94 $3.17M - $3.53M
13.2K $3.53M
COST
Costco Wholesale Corp

Consumer Defensive
1.53K
New
$801.83 - $917.05 $1.22M - $1.4M
1.53K $1.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.75K
New
$517.38 - $573.86 $904K - $1M
1.75K $1M
ORCL
Oracle Corp

Technology
5.3K
New
$125.9 - $170.35 $667K - $903K
5.3K $903K
ZTS
Zoetis Inc.

Healthcare
2.64K
New
$172.58 - $196.48 $456K - $519K
2.64K $516K
Global X Fds
4.46K
New
N/A
4.46K $448K
PGR
Progressive Corp

Financial Services
1.7K
New
$209.46 - $259.24 $355K - $439K
1.7K $430K
BKNG
Booking Holdings Inc.

Consumer Cyclical
95
New
$3305.62 - $4268.05 $314K - $405K
95 $400K
KLAC
Kla Corp

Technology
453
New
$696.17 - $892.35 $315K - $404K
453 $351K
AJG
Arthur J. Gallagher & Co.

Financial Services
1.14K
New
$259.22 - $299.75 $294K - $340K
1.14K $319K
CL
Colgate Palmolive CO

Consumer Defensive
3.07K
New
$95.54 - $108.77 $293K - $334K
3.07K $319K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
603
New
$475.2 - $527.7 $287K - $318K
603 $318K
ALC
Alcon Inc

Healthcare
3.15K
New
$88.07 - $100.79 $277K - $317K
3.15K $315K
ABT
Abbott Laboratories

Healthcare
2.45K
New
$100.07 - $118.13 $245K - $289K
2.45K $279K
TMO
Thermo Fisher Scientific Inc.

Healthcare
436
New
$531.86 - $624.21 $232K - $272K
436 $270K
CEG
Constellation Energy Corp

Utilities
1.03K
New
$167.08 - $262.86 $172K - $270K
1.03K $267K
HCA
Hca Healthcare, Inc.

Healthcare
584
New
$315.12 - $406.43 $184K - $237K
584 $237K
ADP
Automatic Data Processing Inc

Industrials
843
New
$233.44 - $279.45 $197K - $236K
843 $233K
SPGI
S&P Global Inc.

Financial Services
437
New
$446.32 - $527.38 $195K - $230K
437 $226K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.98K
New
$57.22 - $80.08 $171K - $239K
2.98K $220K
TXN
Texas Instruments Inc

Technology
1.05K
New
$194.6 - $194.6 $205K - $205K
1.05K $217K
HDV
Ishares Core High Dividend ETF

ETFs
1.82K
New
$107.62 - $118.76 $196K - $216K
1.82K $214K
NKE
Nike, Inc.

Consumer Cyclical
2.37K
New
$71.09 - $89.44 $168K - $212K
2.37K $201K
CRWD
Crowd Strike Holdings, Inc.

Technology
718
New
$217.89 - $392.15 $156K - $282K
718 $201K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
10.5K
New
$5.92 - $8.6 $62.2K - $90.3K
10.5K $69K
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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