San Luis Wealth Advisors LLC Q1 2025 Filing
Filed April 15, 2025
Portfolio Value
$528.8M
Holdings
144
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (144 positions)
| Stock | Value |
|---|---|
WFCWELLS FARGO CO NEW | $459K |
QUALISHARES TR | $452K |
PGPROCTER AND GAMBLE CO | $447K |
ZTSZOETIS INC | $431K |
BNDVANGUARD BD INDEX FDS | $431K |
FTSMFIRST TR EXCHANGE-TRADED FD | $427K |
HEIHEICO CORP NEW | $427K |
NFLXNETFLIX INC | $411K |
PGRPROGRESSIVE CORP | $406K |
CLIPGLOBAL X FDS | $401K |
VOOVANGUARD INDEX FDS | $383K |
AMDADVANCED MICRO DEVICES INC | $370K |
IBITISHARES BITCOIN TRUST ETF | $355K |
CSQCALAMOS STRATEGIC TOTAL RETU | $355K |
WMWASTE MGMT INC DEL | $331K |
VYMVANGUARD WHITEHALL FDS | $330K |
AJGGALLAGHER ARTHUR J & CO | $323K |
XLYSELECT SECTOR SPDR TR | $310K |
AMGNAMGEN INC | $307K |
MCDMCDONALDS CORP | $307K |
QCOMQUALCOMM INC | $301K |
WABCWESTAMERICA BANCORPORATION | $294K |
KLACKLA CORP | $286K |
HEIHEICO CORP NEW | $277K |
CLCOLGATE PALMOLIVE CO | $272K |
ABTABBOTT LABS | $271K |
ALCALCON AG | $267K |
CBCHUBB LIMITED | $259K |
ADIANALOG DEVICES INC | $257K |
ADPAUTOMATIC DATA PROCESSING IN | $247K |
CEGCONSTELLATION ENERGY CORP | $244K |
PYPLPAYPAL HLDGS INC | $238K |
CRWDCROWDSTRIKE HLDGS INC | $237K |
TMOTHERMO FISHER SCIENTIFIC INC | $227K |
SPGIS&P GLOBAL INC | $218K |
JNJJOHNSON & JOHNSON | $214K |
HDVISHARES TR | $206K |
PEPPEPSICO INC | $206K |
CHICALAMOS CONV OPPORTUNITIES & | $162K |
CHWCALAMOS GBL DYN INCOME FUND | $128K |
BCXBLACKROCK RES & COMMODITIES | $122K |
CCIVGBPLUCID GROUP INC | $57K |
AMCAMC ENTMT HLDGS INC | $41K |
GSATUSDGLOBALSTAR INC | $21K |
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