San Luis Wealth Advisors LLC

Q4 2024 13F Holdings

  • Location
    san luis obispo, CA
  • Num holdings

    143

  • Value ($000)

    $528

  • Date Filed
    01/14/2025
  • Form type
    13F-HR
  • CIK
    0001844709
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
FDIV
FDIV

EA SERIES TRUST

MARKETDESK FOCUS
02072L417
$79.32K
15 %

2,926,003

VCRB
VCRB

VANGUARD MALVERN FDS

CORE BD ETF
922020748
$39.35K
8 %

519,034

AAPL
AAPL

APPLE INC

COM
037833100
$35.36K
7 %

141,196

JPST
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$27.54K
5 %

546,699

SCHI
SCHI

SCHWAB STRATEGIC TR

5 10YR CORP BD
808524698
$23.02K
4 %

1,043,209

---

VANGUARD MUN BD FDS

TAX EXEMPT BD
922907746
$21.78K
4 %

434,509

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.79K
3 %

117,756

IGLB
IGLB

ISHARES TR

10+ YR INVST GRD
464289511
$14.72K
3 %

298,036

AMZN
AMZN

AMAZON COM INC

COM
023135106
$12.82K
2 %

58,418

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.40K
2 %

29,431

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