San Luis Wealth Advisors LLC Options Holdings

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
MSTR
Microstrategy Inc

Technology
CALL
$515,000
1.6K
Q3 2025
Reduced 5.88%
UPS
United Parcel Service Inc

Industrials
CALL
$116,000
1.4K
Q3 2025
Added 250.0%
UNH
Unitedhealth Group Inc

Healthcare
CALL
$69,000
200
Q3 2025
New holding
Ishares Bitcoin Trust ETF
CALL
$0
3.7K
Q3 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$21,000
800
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $446 Million
  • Prior Value $387 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 18, 2025
  • Form Type 13F-HR/A
  • Activity in Q3 2025
  • New Purchases 40 stocks
  • Additional Purchases 108 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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