San Luis Wealth Advisors LLC Sells in Q1 2025

San Luis Wealth Advisors LLC

  • $442 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Ea Series Trust
-754K
- 25.72%
N/A
2.18M $58.4M
AAPL
Apple Inc.

Technology
-14.6K
- 10.31%
$209.68 - $247.1 $3.05M - $3.6M
127K $28.1M
ITA
Ishares Tr

ETFs
-41K
- 93.27%
$144.84 - $159.5 $5.94M - $6.54M
2.96K $453K
Vanguard Malvern Fds
-84.2K
- 16.21%
N/A
435K $33.7M
BMY
Bristol Myers Squibb CO

Healthcare
-99.2K
- 86.12%
$53.9 - $63.11 $5.35M - $6.26M
16K $975K
GOOGL
Alphabet Inc.

Communication Services
-16.4K
- 26.47%
$154.33 - $206.19 $2.53M - $3.38M
45.5K $7.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-14.9K
- 25.51%
$190.26 - $242.06 $2.84M - $3.61M
43.5K $8.28M
NVDA
Nvidia Corp

Technology
-11.8K
- 10.01%
$106.98 - $149.43 $1.26M - $1.76M
106K $11.5M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-208K
- 19.93%
$21.77 - $22.56 $4.53M - $4.69M
835K $18.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-45.2K
- 31.18%
$73.78 - $76.59 $3.33M - $3.46M
99.7K $7.64M
AVGO
Broadcom Inc.

Technology
-8.23K
- 31.47%
$167.43 - $244.7 $1.38M - $2.01M
17.9K $3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-49.8K
- 11.45%
$49.25 - $50.66 $2.45M - $2.52M
385K $19.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-51.2K
- 9.37%
$50.39 - $50.66 $2.58M - $2.59M
495K $25.1M
OMFL
Invesco Exchange Traded Self I

ETFs
-37.8K
- 27.98%
$52.19 - $57.45 $1.97M - $2.17M
97.4K $5.19M
TCBK
Trico Bancshares

Financial Services
-43.5K
- 44.79%
$39.87 - $45.12 $1.73M - $1.96M
53.6K $2.14M
V
Visa Inc.

Financial Services
-6.79K
- 36.67%
$306.92 - $362.71 $2.08M - $2.46M
11.7K $4.11M
EQAL
Invesco ETF

ETFs
-33.9K
- 26.0%
$46.28 - $50.51 $1.57M - $1.71M
96.5K $4.56M
MA
Mastercard Inc

Financial Services
-3.22K
- 30.13%
$504.67 - $576.31 $1.63M - $1.86M
7.47K $4.09M
FTGS
First Tr Exchange Traded Fd Gr
-41.4K
- 26.72%
N/A
113K $3.38M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-33.1K
- 11.1%
$48.32 - $51.22 $1.6M - $1.7M
265K $13.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-38.5K
- 17.71%
$36.63 - $37.45 $1.41M - $1.44M
179K $6.58M
FSMO
Fidelity Covington Tr

ETFs
-43.3K
- 23.27%
N/A
143K $3.6M
JPM
Jpmorgan Chase & CO

Financial Services
-6.11K
- 29.77%
$225.19 - $279.95 $1.38M - $1.71M
14.4K $3.54M
CGGO
Capital Group Global Growth Eq

ETFs
-36K
- 23.86%
$28.33 - $30.84 $1.02M - $1.11M
115K $3.26M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-16K
- 8.05%
$32.49 - $37.99 $520K - $608K
183K $6.12M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.54K
- 20.4%
$247.97 - $296.33 $631K - $754K
9.93K $2.5M
Vanguard Wellington Fd
-9.54K
- 9.16%
N/A
94.6K $9.51M
COST
Costco Wholesale Corp

Consumer Defensive
-955
- 63.29%
$890.62 - $1076.86 $851K - $1.03M
554 $524K
T
At&T Inc.

Communication Services
-36.8K
- 74.32%
$21.56 - $28.28 $793K - $1.04M
12.7K $359K
XLK
Technology Sector Spdr

ETFs
-596
- 2.85%
$206.38 - $242.18 $123K - $144K
20.3K $4.2M
ADBE
Adobe Inc.

Technology
-186
- 2.22%
$377.84 - $464.11 $70.3K - $86.3K
8.19K $3.14M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.25K
- 29.15%
$120.29 - $134.6 $391K - $438K
7.9K $964K
VZ
Verizon Communications Inc

Communication Services
-13.8K
- 41.36%
$37.81 - $46.49 $522K - $642K
19.6K $888K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.92K
- 19.7%
$442.66 - $534.52 $1.29M - $1.56M
11.9K $6.34M
WMT
Walmart Inc.

Consumer Defensive
-3.8K
- 25.47%
$84.5 - $105.05 $321K - $399K
11.1K $976K
SPY
Spdr S&P 500 ETF Trust

ETFs
-546
- 30.71%
$551.42 - $612.93 $301K - $335K
1.23K $689K
GOOG
Alphabet Inc.

Communication Services
-287
- 3.38%
$156.06 - $207.71 $44.8K - $59.6K
8.21K $1.28M
KMI
Kinder Morgan, Inc.

Energy
-10.2K
- 31.59%
$26.1 - $31.22 $265K - $317K
22K $628K
UPS
United Parcel Service Inc

Industrials
-868
- 13.75%
$109.66 - $136.26 $95.2K - $118K
5.44K $557K
SOFI
So Fi Technologies, Inc.

Financial Services
-618
- 1.02%
$11.18 - $18.03 $6.91K - $11.1K
59.7K $685K
XOM
Exxon Mobil Corp

Energy
-4.49K
- 15.57%
$105.44 - $118.93 $473K - $534K
24.3K $2.9M
BX
Blackstone Inc.

Financial Services
-441
- 12.04%
$136.53 - $186.74 $60.2K - $82.4K
3.22K $450K
ORCL
Oracle Corp

Technology
-243
- 4.52%
$139.81 - $186.47 $34K - $45.3K
5.13K $717K
Global X Fds
-1.37K
- 34.26%
N/A
2.64K $265K
NOC
Northrop Grumman Corp

Industrials
-355
- 32.39%
$433.45 - $513.82 $154K - $182K
741 $379K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-20
- 21.05%
$4295.4 - $5141.88 $85.9K - $103K
75 $346K
D
Dominion Energy, Inc

Utilities
-2.79K
- 19.07%
$52.85 - $57.43 $148K - $160K
11.9K $664K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-5.94K
- 24.44%
$35.35 - $42.74 $210K - $254K
18.4K $759K
PG
Procter & Gamble CO

Consumer Defensive
-682
- 25.59%
$158.56 - $176.26 $108K - $120K
1.98K $338K
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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