San Luis Wealth Advisors LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 12, 2024
Value $
$416M
Signature - Title
Ashleigh Swayze - Counsel
Location
735 Tank Farm Road, Suite 264, San Luis Obispo, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 133 $416M +$259M -$20.9M +$238M FDIV, VCRB, AAPL, JPST, VTEB 13F-HR 7/12/2024, 11:39 AM
Q1 2024 45 $189M +$17.8M -$76.3M -$58.5M FDIV, NEAR, JPST, NVDA, GOOGL 13F-HR 4/11/2024, 04:47 PM
Q4 2023 59 $237M +$32.3M -$17.6M +$14.7M FDIV, NEAR, AAPL, JPST, FTSM 13F-HR 1/17/2024, 12:58 PM
Q3 2023 167 $208M +$55.4M -$126M -$71M FDIV, AAPL, NEAR, JPST, FTSM 13F-HR 10/31/2023, 10:48 AM
Q2 2023 158 $283M +$61.2M -$24.9M +$36.3M AAPL, NEAR, JPST, FTSM, MSFT 13F-HR 8/2/2023, 01:52 PM
Q1 2023 159 $261M +$171M -$16.5M +$154M NEAR, AAPL, JPST, MSFT, TCBK 13F-HR 5/10/2023, 08:51 AM
Q4 2022 69 $107M +$38.9M -$11M +$27.9M NEAR, JPST, XOM, GOOGL, XLK 13F-HR 2/2/2023, 11:46 AM
Q3 2022 79 $95.1M +$28.5M -$9.09M +$19.4M STIP, XLK, TSLA, NEAR, XOM 13F-HR 10/26/2022, 02:46 PM
Q2 2022 63 $87.1M +$45.8M -$3.25M +$42.6M STIP, XLK, NEAR, XOM, TSLA 13F-HR 8/10/2022, 09:45 AM
Q1 2022 321 $178M +$91.1M -$14.2K +$91.1M AAPL, TIP, VIG, PFF, XLK 13F-HR 5/10/2022, 04:48 PM
Q4 2021 88 $98.2M +$17.2M -$19.6M -$2.36M AAPL, XLK, TSLA, VMBS, NVDA 13F-HR 2/14/2022, 04:11 PM
Q3 2021 154 $180M $0 $0 AAPL, TIP, XLK, MSFT, PFF 13F-HR 11/9/2021, 12:41 PM
Q4 2020 122 $155M AAPL, JPST, XLK, VIG, TIP 13F-HR 2/5/2021, 03:26 PM