San Luis Wealth Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationsan luis obispo, CA
- CIK0001844709
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
143 | $529.00K | FDIV, VCRB, AAPL, JPST | 13F-HR | Jan 14, 2025 | 000184470925000001 | ||
143 | $485.00K | FDIV, VCRB, AAPL, VANGUARD MUN BD FDS | 13F-HR | Oct 9, 2024 | 000184470924000007 | ||
133 | $417.00K | FDIV, VCRB, AAPL, JPST | 13F-HR | Jul 12, 2024 | 000169686724000003 | ||
46 | $191.00K | FDIV, NEAR, JPST, NVDA | 13F-HR | Apr 11, 2024 | 000184470924000006 | ||
59 | $237.00K | FDIV, NEAR, AAPL, JPST | 13F-HR | Jan 17, 2024 | 000184470924000001 | ||
74 | $208.00K | FDIV, AAPL, NEAR, JPST | 13F-HR | Oct 31, 2023 | 000196579823000005 | ||
158 | $284.00K | AAPL, NEAR, JPST, FTSM | 13F-HR | Aug 2, 2023 | 000184470923000004 | ||
159 | $261.00K | NEAR, AAPL, JPST, MSFT | 13F-HR | May 10, 2023 | 000184470923000002 | ||
69 | $108.00K | NEAR, JPST, XOM, GOOGL | 13F-HR | Feb 2, 2023 | 000184470923000001 | ||
80 | $95.50M | STIP, XLK, TSLA, NEAR | 13F-HR | Oct 26, 2022 | 000184470922000003 | ||
63 | $87.06M | STIP, XLK, NEAR, XOM | 13F-HR | Aug 10, 2022 | 000184470922000002 | ||
460 | $204.55M | AAPL, TIP, VIG, PFF | 13F-HR | May 10, 2022 | 000176806522000004 | ||
88 | $98.17M | AAPL, XLK, TSLA, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 14, 2022 | 000184470922000001 | ||
154 | $179.52M | AAPL, TIP, XLK, MSFT | 13F-HR | Nov 9, 2021 | 000184470921000005 | ||
122 | $154.96M | AAPL, JPST, XLK, VIG | 13F-HR | Feb 5, 2021 | 000184470921000001 |