San Luis Wealth Advisors LLC Purchases in Q3 2025

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
598K
New
$39.58 - $40.74 $23.7M - $24.4M
598K $24.3M
UNH
Unitedhealth Group Inc

Healthcare
20.4K
New
$237.77 - $353.61 $4.84M - $7.2M
20.4K $7.03M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
92.2K
+ 13.67%
$50.47 - $50.74 $4.65M - $4.68M
767K $38.9M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
80.6K
+ 50.84%
$49.55 - $52.25 $3.99M - $4.21M
239K $12.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
50K
New
$50.81 - $51.07 $2.54M - $2.55M
50K $2.55M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.61K
New
$546.99 - $602.2 $1.97M - $2.17M
3.61K $2.16M
NVDA
Nvidia Corp

Technology
11.1K
+ 9.16%
$153.3 - $186.58 $1.7M - $2.07M
132K $24.6M
AAPL
Apple Inc.

Technology
7.25K
+ 5.96%
$202.38 - $256.87 $1.47M - $1.86M
129K $32.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
7.09K
+ 83.29%
$225.11 - $247.9 $1.6M - $1.76M
15.6K $3.85M
AVUV
American Centy ETF Tr Avantis

ETFs
16.5K
New
$90.37 - $102.12 $1.49M - $1.68M
16.5K $1.64M
TGT
Target Corp

Consumer Defensive
15.2K
+ 20.45%
$86.56 - $107.43 $1.32M - $1.64M
89.7K $8.05M
NEAR
Blackrock Short Maturity Bond

ETFs
22.8K
+ 23.19%
$50.8 - $51.32 $1.16M - $1.17M
121K $6.2M
VLUE
Ishares Msci Usa Value Factor

ETFs
9.18K
New
$111.55 - $125.05 $1.02M - $1.15M
9.18K $1.15M
JPM
Jpmorgan Chase & CO

Financial Services
3.5K
+ 26.13%
$282.78 - $316.06 $989K - $1.1M
16.9K $5.32M
VIG
Vanguard Dividend Appreciation

ETFs
5.78K
+ 14.03%
N/A
47K $8.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.5K
New
$82.38 - $83.0 $1.03M - $1.03M
12.5K $1.03M
UPS
United Parcel Service Inc

Industrials
12.2K
+ 38.62%
$82.58 - $105.54 $1.01M - $1.29M
43.7K $3.65M
PEG
Public Service Enterprise Group Inc

Utilities
10.5K
New
$79.99 - $90.14 $840K - $946K
10.5K $876K
IVV
Ishares Core S&P 500 ETF

ETFs
1.27K
New
$620.67 - $670.08 $791K - $854K
1.27K $852K
MA
Mastercard Inc

Financial Services
1.31K
+ 20.16%
$550.18 - $598.96 $723K - $787K
7.83K $4.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.47K
+ 14.01%
$459.11 - $506.91 $673K - $743K
11.9K $6M
KLAC
Kla Corp

Technology
672
+ 147.69%
$843.9 - $1078.6 $567K - $725K
1.13K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
765
+ 127.29%
$915.95 - $994.57 $701K - $761K
1.37K $1.26M
V
Visa Inc.

Financial Services
1.99K
+ 20.18%
$332.09 - $358.86 $661K - $714K
11.8K $4.04M
VTV
Vanguard Value ETF

ETFs
3.57K
New
$175.51 - $186.57 $626K - $666K
3.57K $665K
SPY
Spdr S&P 500 ETF Trust

ETFs
944
+ 67.05%
$617.65 - $666.84 $583K - $629K
2.35K $1.57M
ABT
Abbott Laboratories

Healthcare
4.5K
New
$120.51 - $136.62 $543K - $615K
4.5K $603K
JNJ
Johnson & Johnson

Healthcare
3.1K
New
$155.17 - $185.42 $481K - $574K
3.1K $574K
STX
Seagate Technology Holdings PLC

Technology
2.37K
New
$142.01 - $236.06 $337K - $560K
2.37K $560K
CSCO
Cisco Systems, Inc.

Technology
7.79K
New
$66.2 - $71.79 $516K - $559K
7.79K $532K
LOW
Lowes Companies Inc

Consumer Cyclical
1.99K
+ 80.01%
$215.01 - $273.02 $429K - $544K
4.48K $1.13M
DE
Deere & CO

Industrials
1.05K
New
$457.26 - $524.37 $481K - $552K
1.05K $481K
AMZN
Amazon Com Inc

Consumer Cyclical
2.15K
+ 4.35%
$211.65 - $238.24 $455K - $513K
51.6K $11.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.69K
New
$224.68 - $282.71 $380K - $478K
1.69K $472K
PANW
Palo Alto Networks Inc

Technology
2.29K
New
$167.06 - $208.19 $383K - $477K
2.29K $466K
MUB
Ishares National Muni Bond ETF

ETFs
4.2K
+ 7.17%
$103.24 - $106.68 $433K - $448K
62.7K $6.68M
LLY
Eli Lilly & CO

Healthcare
571
+ 111.31%
$625.65 - $812.69 $357K - $464K
1.08K $827K
ITW
Illinois Tool Works Inc

Industrials
1.6K
New
$252.31 - $269.41 $404K - $432K
1.6K $417K
HD
Home Depot, Inc.

Consumer Cyclical
994
New
$357.4 - $423.42 $355K - $421K
994 $402K
PAYX
Paychex Inc

Industrials
3.03K
New
$126.69 - $147.99 $384K - $448K
3.03K $384K
RTX
Raytheon Technologies Corp

Industrials
2.07K
New
$144.19 - $167.33 $298K - $346K
2.07K $346K
MSTR
Microstrategy Inc

Technology
982
+ 100.41%
$300.7 - $455.9 $295K - $448K
1.96K $631K
AEE
Ameren Corp

Utilities
3.01K
New
$95.0 - $104.38 $286K - $314K
3.01K $313K
XYLD
Global X Fds S&P 500 Covered C

ETFs
7.9K
+ 11.9%
$38.52 - $39.39 $304K - $311K
74.3K $2.92M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.62K
+ 5.71%
$181.56 - $190.33 $294K - $308K
30K $5.69M
VZ
Verizon Communications Inc

Communication Services
6.69K
+ 37.73%
$40.84 - $45.06 $273K - $301K
24.4K $1.07M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
17K
+ 10.5%
$16.46 - $17.1 $280K - $290K
179K $3.04M
AFL
Aflac Inc

Financial Services
2.55K
New
$98.09 - $111.7 $250K - $285K
2.55K $285K
PG
Procter & Gamble CO

Consumer Defensive
1.85K
+ 92.97%
$150.47 - $161.22 $279K - $298K
3.84K $590K
Activity Summary
Buys All Purchases 148 New Holdings 40 Increased Positions 108 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 4 Puts 0
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