San Luis Wealth Advisors LLC New Holdings in Q1 2025

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
46.2K
New
$56.17 - $59.71 $2.59M - $2.76M
46.2K $2.64M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
47.2K
New
$51.45 - $58.51 $2.43M - $2.76M
47.2K $2.44M
DUK
Duke Energy Corp

Utilities
6.12K
New
$105.87 - $121.97 $648K - $747K
6.12K $747K
EXC
Exelon Corp

Utilities
16.1K
New
$37.3 - $46.08 $602K - $744K
16.1K $744K
KMB
Kimberly Clark Corp

Consumer Defensive
4.96K
New
$124.46 - $147.4 $617K - $731K
4.96K $705K
ES
Eversource Energy

Utilities
11.1K
New
$55.63 - $63.8 $620K - $711K
11.1K $692K
O
Realty Income Corp

Real Estate
11.8K
New
$51.67 - $58.49 $611K - $691K
11.8K $686K
AEP
American Electric Power CO Inc

Utilities
6.04K
New
$90.32 - $109.27 $546K - $660K
6.04K $660K
STLA
Stellantis N.V.

Consumer Cyclical
59.6K
New
$11.21 - $14.21 $668K - $846K
59.6K $638K
EIX
Edison International

Utilities
10.8K
New
$50.06 - $80.01 $542K - $866K
10.8K $638K
PSX
Phillips 66

Energy
4.91K
New
$113.93 - $131.55 $559K - $645K
4.91K $606K
PRU
Prudential Financial Inc

Financial Services
5.35K
New
$105.04 - $122.33 $562K - $654K
5.35K $597K
USB
Us Bancorp \De\

Financial Services
13.7K
New
$40.92 - $50.9 $559K - $696K
13.7K $577K
EXR
Extra Space Storage Inc.

Real Estate
3.83K
New
$143.8 - $161.28 $551K - $618K
3.83K $569K
Kenvue Inc
23.6K
New
N/A
23.6K $567K
TROW
Price T Rowe Group Inc

Financial Services
5.59K
New
$91.57 - $116.93 $512K - $654K
5.59K $514K
TFC
Truist Financial Corp

Financial Services
12.1K
New
$39.48 - $48.15 $479K - $584K
12.1K $499K
RF
Regions Financial Corp

Financial Services
22.5K
New
$20.84 - $24.77 $469K - $557K
22.5K $489K
FE
Firstenergy Corp

Utilities
11K
New
$37.95 - $43.5 $416K - $476K
11K $443K
VICI
Vici Properties Inc.

Real Estate
12.6K
New
$28.21 - $32.68 $355K - $411K
12.6K $411K
MSTR
Microstrategy Inc

Technology
1.44K
New
$239.27 - $396.5 $344K - $571K
1.44K $276K
PLTR
Palantir Technologies Inc.

Technology
2.61K
New
$64.98 - $124.62 $170K - $326K
2.61K $221K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
10.2K
New
$5.29 - $10.87 $53.7K - $110K
10.2K $54K
Activity Summary
Buys All Purchases 56 New Holdings 24 Increased Positions 32 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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