San Luis Wealth Advisors LLC New Holdings 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
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
AVUV
American Centy ETF Tr Avantis

ETFs
16.5K
New
$90.37 - $102.12 $1.49M - $1.68M
16.5K $1.64M
VLUE
Ishares Msci Usa Value Factor

ETFs
9.18K
New
$111.55 - $125.05 $1.02M - $1.15M
9.18K $1.15M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
12.5K
New
$82.38 - $83.0 $1.03M - $1.03M
12.5K $1.03M
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
VTV
Vanguard Value ETF

ETFs
3.57K
New
$175.51 - $186.57 $626K - $666K
3.57K $665K
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
DE
Deere & CO

Industrials
1.05K
New
$457.26 - $524.37 $481K - $552K
1.05K $481K
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
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
AEE
Ameren Corp

Utilities
3.01K
New
$95.0 - $104.38 $286K - $314K
3.01K $313K
AFL
Aflac Inc

Financial Services
2.55K
New
$98.09 - $111.7 $250K - $285K
2.55K $285K
BA
Boeing CO

Industrials
1.29K
New
$209.79 - $237.38 $271K - $307K
1.29K $278K
PEP
Pepsico Inc

Consumer Defensive
1.97K
New
$133.81 - $152.16 $263K - $299K
1.97K $276K
COF
Capital One Financial Corp

Financial Services
1.28K
New
$207.29 - $229.74 $266K - $295K
1.28K $272K
BAC
Bank Of America Corp

Financial Services
4.98K
New
$44.92 - $52.42 $224K - $261K
4.98K $256K
VRT
Vertiv Holdings CO

Industrials
2.96K
New
N/A
2.96K $256K
NEE
Nextera Energy Inc

Utilities
3.35K
New
$69.77 - $77.54 $234K - $260K
3.35K $253K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
547
New
$435.72 - $463.74 $238K - $254K
547 $253K
VGT
Vanguard Information Technolog

ETFs
307
New
$656.44 - $753.15 $202K - $231K
307 $229K
SO
Southern CO

Utilities
2.32K
New
$90.83 - $96.0 $211K - $223K
2.32K $219K
RY
Royal Bank Of Canada

Financial Services
1.47K
New
$128.46 - $148.6 $189K - $219K
1.47K $216K
GD
General Dynamics Corp

Industrials
628
New
$293.92 - $341.0 $185K - $214K
628 $214K
LHX
L3 Harris Technologies, Inc.

Industrials
671
New
$252.18 - $305.41 $169K - $205K
671 $204K
UL
Unilever PLC

Consumer Defensive
3.45K
New
$58.43 - $65.01 $202K - $224K
3.45K $204K
Ishares Bitcoin Trust ETF
8.35K
New
N/A
8.35K $0
Ethzilla Corporation
32K
New
N/A
32K $0
Blackrock Inc
434
New
N/A
434 $0
Pimco ETF Tr
265K
New
N/A
265K $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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