San Luis Wealth Advisors LLC Reduced Holdings in Q3 2024

San Luis Wealth Advisors LLC

  • $484 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Invesco Actively Managed Exc
-451K
- 94.12%
N/A
28.2K $723K
SHV
Ishares Tr

ETFs
-19K
- 41.38%
$110.05 - $110.63 $2.09M - $2.1M
26.9K $2.98M
NEAR
Blackrock Short Maturity Bond

ETFs
-33.5K
- 36.36%
$50.09 - $51.31 $1.68M - $1.72M
58.7K $3.01M
XOM
Exxon Mobil Corp

Energy
-10K
- 25.92%
$109.72 - $119.0 $1.1M - $1.19M
28.6K $3.36M
TCBK
Trico Bancshares

Financial Services
-30.7K
- 22.24%
$37.75 - $47.95 $1.16M - $1.47M
107K $4.58M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.52K
- 59.25%
$245.82 - $304.51 $373K - $462K
1.04K $318K
WFC
Wells Fargo & Company

Financial Services
-2.51K
- 22.12%
$51.58 - $60.97 $129K - $153K
8.82K $498K
XLV
Select Sector Spdr Fund Health

ETFs
-1.32K
- 22.99%
$143.3 - $157.24 $189K - $207K
4.42K $680K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-4.18K
- 17.4%
$15.71 - $17.51 $65.6K - $73.2K
19.8K $344K
AMD
Advanced Micro Devices Inc

Technology
-277
- 8.31%
$128.67 - $183.96 $35.6K - $51K
3.06K $501K
CGO
Calamos Global Total Return Fund

Financial Services
-2.89K
- 21.0%
$10.91 - $11.96 $31.5K - $34.5K
10.9K $130K
PG
Procter & Gamble CO

Consumer Defensive
-168
- 6.23%
$160.76 - $177.82 $27K - $29.9K
2.53K $438K
Amc Entmt Hldgs Inc
-28
- 0.27%
N/A
10.3K $47K
FTI
Technip Fmc PLC

Energy
-16
- 0.08%
$23.46 - $29.5 $375 - $472
19.3K $506K
LCID
Lucid Group, Inc.

Consumer Cyclical
-6.71K
- 24.8%
$2.64 - $4.26 $17.7K - $28.6K
20.3K $72K
AMGN
Amgen Inc

Healthcare
-19
- 1.6%
$309.38 - $337.38 $5.88K - $6.41K
1.17K $377K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3
- 0.06%
$71.45 - $75.64 $214 - $227
5.41K $406K
HEI
Heico Corp

Industrials
-8
- 0.44%
$220.59 - $267.96 $1.76K - $2.14K
1.8K $470K
UNH
Unitedhealth Group Inc

Healthcare
-834
- 10.66%
$488.01 - $604.18 $407K - $504K
6.99K $4.09M
VZ
Verizon Communications Inc

Communication Services
-2.95K
- 2.49%
$38.89 - $45.0 $115K - $133K
116K $5.19M
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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