San Luis Wealth Advisors LLC New Holdings in Q2 2025

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Mun Bd Fds
204K
New
N/A
204K $15M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
169K
New
$72.12 - $76.23 $12.2M - $12.9M
169K $12.9M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
159K
New
$42.56 - $50.32 $6.75M - $7.98M
159K $7.98M
VBR
Vanguard Small Cap Value ETF

ETFs
38.6K
New
$162.76 - $195.77 $6.28M - $7.55M
38.6K $7.52M
TGT
Target Corp

Consumer Defensive
74.5K
New
$88.76 - $105.77 $6.61M - $7.88M
74.5K $7.35M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
91.1K
New
$55.54 - $69.09 $5.06M - $6.29M
91.1K $6.29M
MUB
Ishares National Muni Bond ETF

ETFs
58.5K
New
$102.31 - $105.8 $5.99M - $6.19M
58.5K $6.11M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
64.1K
New
$73.0 - $85.5 $4.68M - $5.48M
64.1K $5.39M
RSP
Invesco S&P 500 Equal Weight E

ETFs
28.4K
New
$152.93 - $181.74 $4.34M - $5.16M
28.4K $5.16M
Ea Series Trust
151K
New
N/A
151K $4.02M
SQ
Block, Inc.

Technology
56K
New
N/A
56K $3.71M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
8.51K
New
$171.4 - $227.1 $1.46M - $1.93M
8.51K $1.93M
OKE
Oneok Inc

Energy
15.5K
New
$78.71 - $100.37 $1.22M - $1.56M
15.5K $1.27M
BEN
Franklin Resources Inc

Financial Services
33.1K
New
$16.66 - $23.85 $551K - $789K
33.1K $789K
HBAN
Huntington Bancshares Inc

Financial Services
43.8K
New
$12.49 - $16.76 $548K - $735K
43.8K $735K
FITB
Fifth Third Bancorp

Financial Services
17.9K
New
$33.32 - $41.51 $595K - $742K
17.9K $735K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.88K
New
$149.76 - $186.42 $581K - $723K
3.88K $723K
MRK
Merck & Co., Inc.

Healthcare
8.98K
New
$73.47 - $87.12 $660K - $783K
8.98K $711K
F
Ford Motor CO

Consumer Cyclical
64.8K
New
$8.69 - $10.85 $563K - $703K
64.8K $703K
FDX
Fedex Corp

Industrials
3.01K
New
$198.07 - $245.17 $597K - $738K
3.01K $685K
CVS
Cvs Health Corp

Healthcare
9.77K
New
$60.04 - $70.18 $586K - $685K
9.77K $674K
PLD
Prologis, Inc.

Real Estate
6.34K
New
$89.76 - $112.34 $569K - $712K
6.34K $666K
Rocket Lab Corp
6.28K
New
N/A
6.28K $224K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.89K
New
$57.41 - $74.81 $166K - $216K
2.89K $201K
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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