San Luis Wealth Advisors LLC Incresed Positions in Q4 2025

San Luis Wealth Advisors LLC

  • $473 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
21.2K
+ 99.09%
$278.39 - $304.13 $5.89M - $6.44M
42.5K $12.3M
VZ
Verizon Communications Inc

Communication Services
144K
+ 589.57%
$38.4 - $43.83 $5.53M - $6.31M
168K $6.91M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
58.3K
+ 24.37%
$50.77 - $52.85 $2.96M - $3.08M
297K $15.5M
SHV
Ishares Tr

ETFs
24.3K
+ 84.81%
$110.15 - $110.49 $2.68M - $2.69M
53K $5.85M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
59.1K
+ 9.88%
$40.28 - $40.85 $2.38M - $2.42M
658K $26.6M
NEAR
Blackrock Short Maturity Bond

ETFs
30.7K
+ 25.37%
$51.08 - $51.37 $1.57M - $1.57M
152K $7.75M
VBR
Vanguard Small Cap Value ETF

ETFs
7.24K
+ 19.4%
$201.42 - $211.15 $1.46M - $1.53M
44.5K $9.15M
AMZN
Amazon Com Inc

Consumer Cyclical
1.54K
+ 2.99%
$213.04 - $254.0 $329K - $392K
53.1K $12.5M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12.6K
+ 13.73%
$72.17 - $75.74 $907K - $952K
104K $7.8M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
19.5K
+ 7.27%
$49.98 - $50.59 $975K - $987K
288K $14.5M
UPS
United Parcel Service Inc

Industrials
5.28K
+ 12.06%
$82.87 - $97.4 $437K - $514K
49K $4.62M
NVDA
Nvidia Corp

Technology
4.28K
+ 3.24%
$179.83 - $207.04 $769K - $886K
136K $25.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.36K
+ 11.36%
$475.68 - $513.11 $645K - $695K
13.3K $6.76M
TGT
Target Corp

Consumer Defensive
7.47K
+ 8.32%
$85.53 - $97.77 $639K - $730K
97.2K $8.74M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.25K
+ 7.78%
$77.73 - $78.84 $563K - $571K
100K $7.82M
PSX
Phillips 66

Energy
1.93K
+ 4.94%
$126.76 - $142.32 $245K - $275K
41K $5.84M
MUB
Ishares National Muni Bond ETF

ETFs
4.49K
+ 7.16%
$106.36 - $107.61 $477K - $483K
67.2K $7.19M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.62K
+ 10.36%
$242.67 - $261.79 $392K - $423K
17.2K $4.31M
OMFL
Invesco Exchange Traded Self I

ETFs
7.7K
+ 7.83%
$59.09 - $61.05 $455K - $470K
106K $6.32M
XLY
Select Sector Spdr Consumer Di

ETFs
1.67K
+ 100.12%
$228.75 - $242.18 $382K - $404K
3.34K $770K
MSFT
Microsoft Corp

Technology
1.12K
+ 4.21%
$496.82 - $542.07 $557K - $608K
27.7K $14.1M
XOM
Exxon Mobil Corp

Energy
985
+ 3.37%
$110.64 - $119.78 $109K - $118K
30.2K $3.56M
AMD
Advanced Micro Devices Inc

Technology
70
+ 2.34%
$164.01 - $264.33 $11.5K - $18.5K
3.07K $737K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.94K
+ 17.04%
$26.44 - $27.53 $236K - $246K
61.4K $1.67M
BMY
Bristol Myers Squibb CO

Healthcare
4.19K
+ 26.67%
$42.6 - $49.08 $178K - $205K
19.9K $930K
VRT
Vertiv Holdings CO

Industrials
2.48K
+ 83.83%
N/A
5.45K $471K
VICI
Vici Properties Inc.

Real Estate
8.59K
+ 38.28%
$29.52 - $32.91 $253K - $283K
31K $941K
KMI
Kinder Morgan, Inc.

Energy
8.06K
+ 29.16%
$25.84 - $28.46 $208K - $229K
35.7K $978K
PM
Philip Morris International Inc.

Consumer Defensive
1.64K
+ 27.0%
$144.33 - $160.86 $237K - $264K
7.71K $1.18M
BEN
Franklin Resources Inc

Financial Services
9.97K
+ 31.39%
$22.1 - $23.8 $220K - $237K
41.7K $925K
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 9.69%
$82.49 - $92.93 $84.6K - $95.3K
11.6K $1.08M
SQ
Block, Inc.

Technology
2.97K
+ 5.31%
N/A
58.9K $3.37M
HBAN
Huntington Bancshares Inc

Financial Services
15.2K
+ 33.31%
$15.16 - $17.21 $231K - $262K
60.9K $957K
V
Visa Inc.

Financial Services
1.08K
+ 9.09%
$325.75 - $352.42 $351K - $380K
12.9K $4.21M
FDX
Fedex Corp

Industrials
262
+ 7.85%
$224.63 - $268.67 $58.9K - $70.4K
3.6K $952K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.26K
+ 30.73%
$178.37 - $198.46 $225K - $250K
5.36K $986K
GLD
Spdr Gold Trust

ETFs
67
+ 1.01%
$354.79 - $403.15 $23.8K - $27K
6.73K $2.53M
AEP
American Electric Power CO Inc

Utilities
808
+ 11.75%
$112.75 - $122.73 $91.1K - $99.2K
7.68K $931K
O
Realty Income Corp

Real Estate
3.59K
+ 27.52%
$56.12 - $60.64 $201K - $218K
16.6K $944K
EIX
Edison International

Utilities
1.69K
+ 11.87%
$52.12 - $59.08 $88K - $99.8K
15.9K $934K
BTI
British American Tobacco P.L.C.

Consumer Defensive
2.19K
+ 13.23%
$50.39 - $55.82 $110K - $122K
18.7K $1.03M
F
Ford Motor CO

Consumer Cyclical
4.66K
+ 6.74%
$11.41 - $13.84 $53.1K - $64.4K
73.8K $973K
DUK
Duke Energy Corp

Utilities
1.08K
+ 16.48%
$121.57 - $129.03 $131K - $139K
7.63K $955K
D
Dominion Energy, Inc

Utilities
2.51K
+ 19.1%
$58.49 - $61.69 $147K - $155K
15.6K $947K
TCBK
Trico Bancshares

Financial Services
2K
+ 5.66%
$40.74 - $45.74 $81.5K - $91.5K
37.4K $1.71M
PLD
Prologis, Inc.

Real Estate
549
+ 7.49%
$111.23 - $127.18 $61.1K - $69.8K
7.88K $973K
FITB
Fifth Third Bancorp

Financial Services
3.66K
+ 20.13%
$40.36 - $44.41 $148K - $162K
21.8K $928K
EXC
Exelon Corp

Utilities
1.98K
+ 11.65%
$44.97 - $48.24 $89.2K - $95.7K
19K $873K
FE
Firstenergy Corp

Utilities
2.11K
+ 12.13%
$45.46 - $47.69 $95.9K - $101K
19.5K $895K
Activity Summary
Buys All Purchases 108 New Holdings 12 Increased Positions 96 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 2 Puts 0
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