San Luis Wealth Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$484M
Signature - Title
Ashleigh Swayze - Counsel
Location
San Luis Obispo, CA
Summary
This page shows a list of all the recent 13F filings made by San Luis Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. San Luis Wealth Advisors LLC reported 143 stock holdings with total value $484M as of Q3 2024. Top holdings included FDIV, VCRB, AAPL, VTEB, and JPST.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 143 $484M +$82.9M -$35.4M +$47.5M FDIV, VCRB, AAPL, VTEB, JPST 13F-HR 10/9/2024, 03:08 PM
Q2 2024 133 $416M +$259M -$25.5M +$233M FDIV, VCRB, AAPL, JPST, VTEB 13F-HR 7/12/2024, 11:39 AM
Q1 2024 46 $190M +$18.6M -$76.3M -$57.6M 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 74 $208M +$55.4M -$126M -$71.1M FDIV, AAPL, NEAR, JPST, FTSM 13F-HR 10/31/2023, 10:48 AM
Q2 2023 158 $283M +$61.2M -$51.1M +$10.1M AAPL, NEAR, JPST, FTSM, MSFT 13F-HR 8/2/2023, 01:52 PM
Q1 2023 159 $261M +$171M -$25.9M +$145M NEAR, AAPL, JPST, MSFT, TCBK 13F-HR 5/10/2023, 08:51 AM
Q4 2022 69 $107M +$38.9M -$31.3M +$7.64M NEAR, JPST, XOM, GOOGL, XLK 13F-HR 2/2/2023, 12:46 PM
Q3 2022 80 $95.5M +$28.9M -$10.8M +$18.1M STIP, XLK, TSLA, NEAR, XOM 13F-HR 10/26/2022, 02:46 PM
Q2 2022 63 $87.1M +$42.1M -$131M -$89M STIP, XLK, NEAR, XOM, TSLA 13F-HR 8/10/2022, 09:45 AM
Q1 2022 437 $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 -$107M -$90.2M AAPL, XLK, TSLA, VMBS, NVDA 13F-HR 2/14/2022, 05:11 PM
Q3 2021 154 $180M $0 $0 AAPL, TIP, XLK, MSFT, PFF 13F-HR 11/9/2021, 12:41 PM
Q4 2020 122 $155M $0 $0 AAPL, JPST, XLK, VIG, TIP 13F-HR 2/5/2021, 04:26 PM