San Luis Wealth Advisors LLC Incresed Positions in Q3 2025

San Luis Wealth Advisors LLC

  • $446 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FE
Firstenergy Corp

Utilities
2.55K
+ 17.2%
$39.76 - $45.82 $102K - $117K
17.4K $796K
PLD
Prologis, Inc.

Real Estate
991
+ 15.63%
$104.08 - $115.35 $103K - $114K
7.33K $839K
CVX
Chevron Corp

Energy
735
+ 12.2%
$145.57 - $161.83 $107K - $119K
6.76K $1.05M
O
Realty Income Corp

Real Estate
1.81K
+ 16.08%
$56.13 - $60.79 $101K - $110K
13K $792K
KMB
Kimberly Clark Corp

Consumer Defensive
830
+ 17.12%
$121.72 - $136.77 $101K - $114K
5.68K $706K
XLY
Select Sector Spdr Consumer Di

ETFs
421
+ 33.76%
$216.09 - $242.18 $91K - $102K
1.67K $399K
DUK
Duke Energy Corp

Utilities
809
+ 14.08%
$116.31 - $125.93 $94.1K - $102K
6.55K $810K
MO
Altria Group, Inc.

Consumer Defensive
1.48K
+ 12.98%
$57.75 - $67.68 $85.6K - $100K
12.9K $852K
IBM
International Business Machines Corp

Technology
346
+ 6.53%
$234.77 - $292.47 $81.2K - $101K
5.64K $1.59M
ADP
Automatic Data Processing Inc

Industrials
329
+ 38.98%
$288.69 - $310.94 $95K - $102K
1.17K $344K
VICI
Vici Properties Inc.

Real Estate
2.81K
+ 14.31%
$31.43 - $33.93 $88.3K - $95.3K
22.4K $731K
BMY
Bristol Myers Squibb CO

Healthcare
2.01K
+ 14.66%
$43.31 - $48.98 $86.9K - $98.3K
15.7K $707K
AEP
American Electric Power CO Inc

Utilities
776
+ 12.73%
$103.26 - $115.0 $80.1K - $89.2K
6.87K $773K
SQ
Block, Inc.

Technology
1.38K
+ 2.52%
N/A
55.9K $3.2M
FDX
Fedex Corp

Industrials
324
+ 10.76%
$217.1 - $243.2 $70.3K - $78.8K
3.34K $786K
ES
Eversource Energy

Utilities
1.04K
+ 9.28%
$62.86 - $71.14 $65.4K - $74.1K
12.3K $871K
GOOG
Alphabet Inc.

Communication Services
264
+ 3.21%
$175.16 - $255.24 $46.2K - $67.4K
8.48K $2.06M
BX
Blackstone Inc.

Financial Services
331
+ 4.45%
$152.77 - $188.68 $50.6K - $62.5K
7.76K $1.33M
D
Dominion Energy, Inc

Utilities
865
+ 7.05%
$56.32 - $62.1 $48.7K - $53.7K
13.1K $803K
F
Ford Motor CO

Consumer Cyclical
4.36K
+ 6.73%
$10.82 - $12.09 $47.2K - $52.7K
69.1K $826K
BND
Vanguard Bd Index Fd Inc Total

ETFs
698
+ 11.1%
$72.57 - $74.72 $50.7K - $52.2K
6.99K $519K
WM
Waste Management Inc

Industrials
232
+ 14.1%
$213.88 - $237.1 $49.6K - $55K
1.88K $414K
AMD
Advanced Micro Devices Inc

Technology
315
+ 11.75%
$134.8 - $184.42 $42.5K - $58.1K
3K $484K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
75
+ 9.73%
$567.77 - $614.76 $42.6K - $46.1K
846 $518K
PNC
Pnc Financial Services Group, Inc.

Financial Services
222
+ 5.72%
$185.88 - $207.44 $41.3K - $46.1K
4.1K $823K
CB
Chubb LTD

Financial Services
151
+ 16.05%
$265.99 - $289.59 $40.2K - $43.7K
1.09K $308K
GLD
Spdr Gold Trust

ETFs
118
+ 1.8%
$300.96 - $355.47 $35.5K - $41.9K
6.66K $2.37M
HBAN
Huntington Bancshares Inc

Financial Services
1.81K
+ 4.12%
$15.87 - $17.88 $28.7K - $32.3K
45.7K $788K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
388
+ 0.43%
$68.24 - $73.73 $26.5K - $28.6K
91.5K $6.72M
ALC
Alcon Inc

Healthcare
351
+ 11.16%
$73.24 - $92.22 $25.7K - $32.4K
3.5K $260K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
788
+ 1.53%
$26.38 - $27.95 $20.8K - $22K
52.4K $1.43M
NOC
Northrop Grumman Corp

Industrials
33
+ 6.38%
$498.9 - $609.32 $16.5K - $20.1K
550 $335K
SPGI
S&P Global Inc.

Financial Services
36
+ 8.29%
$484.94 - $564.15 $17.5K - $20.3K
470 $228K
FITB
Fifth Third Bancorp

Financial Services
297
+ 1.66%
$40.91 - $46.28 $12.2K - $13.7K
18.2K $809K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.67%
$5364.25 - $5815.92 $10.7K - $11.6K
77 $415K
FICO
Fair Isaac Corp

Technology
7
+ 2.85%
$1311.26 - $1869.83 $9.18K - $13.1K
253 $378K
AJG
Arthur J. Gallagher & Co.

Financial Services
32
+ 2.81%
$284.17 - $319.49 $9.09K - $10.2K
1.17K $362K
PGR
Progressive Corp

Financial Services
35
+ 2.06%
$238.61 - $264.3 $8.35K - $9.25K
1.73K $427K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
53
+ 1.1%
$132.9 - $142.03 $7.04K - $7.53K
4.89K $689K
TCBK
Trico Bancshares

Financial Services
162
+ 0.46%
$40.26 - $46.49 $6.52K - $7.53K
35.4K $1.57M
SLB
Schlumberger Limited

Energy
164
+ 1.26%
$32.37 - $37.31 $5.31K - $6.12K
13.2K $451K
ZTS
Zoetis Inc.

Healthcare
26
+ 0.98%
$141.13 - $159.19 $3.67K - $4.14K
2.68K $392K
ABC
Amerisourcebergen Corp

Healthcare
11
+ 0.49%
N/A
2.26K $418K
HDV
Ishares Core High Dividend ETF

ETFs
15
+ 0.8%
$118.16 - $123.66 $1.77K - $1.85K
1.88K $230K
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.24%
$182.33 - $194.5 $1.09K - $1.17K
2.55K $496K
FTI
Technip Fmc PLC

Energy
11
+ 0.06%
$32.19 - $40.89 $354 - $450
17.8K $701K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
16
+ 0.26%
$59.81 - $60.11 $957 - $962
6.1K $365K
Rocket Lab Corp
581
+ 9.26%
N/A
6.86K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
41.1K
+ 10.8%
N/A
421K $0
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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