As per corporate shareholdings filed for Jul-2025, people matching San Luis Wealth Advisors LLC publicly holds 93 stocks with a net worth of over US$ 198.5 M.
These are shares held by San Luis Wealth Advisors LLC as per the shareholding data filed with the exchanges. The latest quarter tends to have missing data since not all companies may have reported their shareholding data till now.
| Stock Name | Holders Name | Current Price US$ | Quantity Held | Holding Percent | Change from Previous Qtr | Holding Value US$ | History | |
|---|---|---|---|---|---|---|---|---|
| Apple Inc | San Luis Wealth Advisors Llc | 239.69 | 121,612 | 0.00% | 0.00 | 29.1 M | ||
| Analog Devices Inc. | San Luis Wealth Advisors Llc | 247.07 | 1,215 | 0.00% | 0.00 | 300.2 K | ||
| Automatic Data Processing Inc. | San Luis Wealth Advisors Llc | 295.97 | 844 | 0.00% | 0.00 | 249.8 K | ||
| American Electric Power Company Inc. | San Luis Wealth Advisors Llc | 108.11 | 6,098 | 0.00% | 0.00 | 659.3 K | ||
| Arthur J. Gallagher & Co. | San Luis Wealth Advisors Llc | 299.18 | 1,139 | 0.00% | 0.00 | 340.8 K | ||
| Alcon Inc. - Registered Shares | San Luis Wealth Advisors Llc | 80.17 | 3,146 | 0.00% | 0.00 | 252.2 K | ||
| AMC Entertainment Holdings Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 2.75 | 10,249 | 0.00% | 0.00 | 28.2 K | ||
| Advanced Micro Devices Inc. | San Luis Wealth Advisors Llc | 151.14 | 2,680 | 0.00% | 0.00 | 405.1 K | ||
| AMGEN Inc. | San Luis Wealth Advisors Llc | 283.64 | 959 | 0.00% | 0.00 | 272.0 K | ||
| Amazon.com Inc. | San Luis Wealth Advisors Llc | 232.33 | 49,438 | 0.00% | 0.00 | 11.5 M | ||
| Broadcom Inc | San Luis Wealth Advisors Llc | 334.89 | 22,047 | 0.00% | 0.00 | 7.4 M | ||
| BlackRock Resources & Commodities Strategy Trust | San Luis Wealth Advisors Llc | 10.03 | 14,293 | 0.02% | 0.00 | 143.4 K | ||
| Franklin Resources, Inc. | San Luis Wealth Advisors Llc | 24.97 | 33,083 | 0.01% | NEW | 826.1 K | ||
| Booking Holdings Inc | San Luis Wealth Advisors Llc | 5505.80 | 75 | 0.00% | 0.00 | 412.9 K | ||
| Bristol-Myers Squibb Co. | San Luis Wealth Advisors Llc | 47.14 | 13,688 | 0.00% | 0.00 | 645.3 K | ||
| Berkshire Hathaway Inc. - Ordinary Shares - Class B | San Luis Wealth Advisors Llc | 499.77 | 10,467 | 0.00% | 0.00 | 5.2 M | ||
| British American Tobacco Plc - ADR | San Luis Wealth Advisors Llc | 56.02 | 16,643 | 0.00% | 0.00 | 932.3 K | ||
| Blackstone Inc | San Luis Wealth Advisors Llc | 169.99 | 7,430 | 0.00% | 0.00 | 1.3 M | ||
| Chubb Limited | San Luis Wealth Advisors Llc | 277.38 | 941 | 0.00% | 0.00 | 261.0 K | ||
| Calamos Convertible Opportunities and Income Fund | San Luis Wealth Advisors Llc | 10.48 | 13,555 | 0.02% | 0.00 | 142.1 K | ||
| Calamos Global Dynamic Income Fund | San Luis Wealth Advisors Llc | 7.25 | 18,944 | 0.03% | 0.00 | 137.3 K | ||
| Cencora Inc. | San Luis Wealth Advisors Llc | 292.50 | 2,249 | 0.00% | 0.00 | 657.8 K | ||
| Costco Wholesale Corp | San Luis Wealth Advisors Llc | 963.48 | 601 | 0.00% | 0.00 | 579.1 K | ||
| Calamos Strategic Total Return Fund | San Luis Wealth Advisors Llc | 18.61 | 18,649 | 0.01% | 0.00 | 347.1 K | ||
| CVS Health Corp | San Luis Wealth Advisors Llc | 73.78 | 9,767 | 0.00% | NEW | 720.6 K | ||
| Chevron Corp. | San Luis Wealth Advisors Llc | 153.66 | 6,026 | 0.00% | 0.00 | 926.0 K | ||
| Dominion Energy Inc | San Luis Wealth Advisors Llc | 58.19 | 12,267 | 0.00% | 0.00 | 713.8 K | ||
| Duke Energy Corp. | San Luis Wealth Advisors Llc | 120.61 | 5,744 | 0.00% | 0.00 | 692.8 K | ||
| Edison International | San Luis Wealth Advisors Llc | 54.45 | 11,281 | 0.00% | 0.00 | 614.3 K | ||
| Eversource Energy | San Luis Wealth Advisors Llc | 63.53 | 11,216 | 0.00% | 0.00 | 712.6 K | ||
| Exelon Corp. | San Luis Wealth Advisors Llc | 43.43 | 14,057 | 0.00% | 0.00 | 610.5 K | ||
| Ford Motor Co. | San Luis Wealth Advisors Llc | 11.74 | 64,772 | 0.00% | NEW | 760.4 K | ||
| Fedex Corp | San Luis Wealth Advisors Llc | 227.72 | 3,012 | 0.00% | NEW | 685.9 K | ||
| Firstenergy Corp. | San Luis Wealth Advisors Llc | 43.48 | 14,840 | 0.00% | 0.00 | 645.2 K | ||
| Fair, Isaac Corp. | San Luis Wealth Advisors Llc | 1531.99 | 246 | 0.00% | 0.00 | 376.9 K | ||
| Fifth Third Bancorp | San Luis Wealth Advisors Llc | 45.62 | 17,869 | 0.00% | NEW | 815.2 K | ||
| TechnipFMC plc | San Luis Wealth Advisors Llc | 38.90 | 17,769 | 0.00% | 0.00 | 691.2 K | ||
| Alphabet Inc - Ordinary Shares - Class C | San Luis Wealth Advisors Llc | 235.17 | 8,214 | 0.00% | 0.00 | 1.9 M | ||
| Alphabet Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 235.00 | 46,951 | 0.00% | 0.00 | 11.0 M | ||
| Huntington Bancshares, Inc. | San Luis Wealth Advisors Llc | 17.63 | 43,848 | 0.00% | NEW | 773.0 K | ||
| Heico Corp. | San Luis Wealth Advisors Llc | 321.62 | 1,859 | 0.00% | 0.00 | 597.9 K | ||
| Heico Corp. - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 252.34 | 1,488 | 0.00% | 0.00 | 375.5 K | ||
| International Business Machines Corp. | San Luis Wealth Advisors Llc | 248.53 | 5,298 | 0.00% | 0.00 | 1.3 M | ||
| JPMorgan Chase & Co. | San Luis Wealth Advisors Llc | 294.38 | 13,378 | 0.00% | 0.00 | 3.9 M | ||
| KLA Corp. | San Luis Wealth Advisors Llc | 905.09 | 455 | 0.00% | 0.00 | 411.8 K | ||
| Kimberly-Clark Corp. | San Luis Wealth Advisors Llc | 129.89 | 4,849 | 0.00% | 0.00 | 629.8 K | ||
| Kinder Morgan Inc - Ordinary Shares - Class P | San Luis Wealth Advisors Llc | 26.59 | 24,400 | 0.00% | 0.00 | 648.8 K | ||
| Kenvue Inc | San Luis Wealth Advisors Llc | 18.62 | 28,161 | 0.00% | 0.00 | 524.4 K | ||
| Lucid Group Inc | San Luis Wealth Advisors Llc | 18.41 | 18,853 | 0.00% | 0.00 | 347.1 K | ||
| Linde Plc. | San Luis Wealth Advisors Llc | 469.52 | 1,954 | 0.00% | 0.00 | 917.4 K | ||
| Lilly(Eli) & Co | San Luis Wealth Advisors Llc | 727.21 | 513 | 0.00% | 0.00 | 373.1 K | ||
| Lowe`s Cos., Inc. | San Luis Wealth Advisors Llc | 269.97 | 2,491 | 0.00% | 0.00 | 672.5 K | ||
| Mastercard Incorporated - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 584.22 | 6,517 | 0.00% | 0.00 | 3.8 M | ||
| McDonald`s Corp | San Luis Wealth Advisors Llc | 314.38 | 698 | 0.00% | 0.00 | 219.4 K | ||
| Meta Platforms Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 752.45 | 10,041 | 0.00% | 0.00 | 7.6 M | ||
| 3M Co. | San Luis Wealth Advisors Llc | 155.30 | 5,809 | 0.00% | 0.00 | 902.1 K | ||
| Altria Group Inc. | San Luis Wealth Advisors Llc | 66.55 | 11,429 | 0.00% | 0.00 | 760.6 K | ||
| Merck & Co Inc | San Luis Wealth Advisors Llc | 84.71 | 8,983 | 0.00% | NEW | 761.0 K | ||
| Microsoft Corporation | San Luis Wealth Advisors Llc | 495.00 | 23,897 | 0.00% | 0.00 | 11.8 M | ||
| Microstrategy Inc. - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 335.87 | 2,678 | 0.00% | 0.00 | 899.5 K | ||
| Netflix Inc. | San Luis Wealth Advisors Llc | 1243.82 | 4,482 | 0.00% | 0.00 | 5.6 M | ||
| Northrop Grumman Corp. | San Luis Wealth Advisors Llc | 580.80 | 517 | 0.00% | 0.00 | 300.3 K | ||
| NVIDIA Corp | San Luis Wealth Advisors Llc | 167.02 | 120,952 | 0.00% | 0.00 | 20.2 M | ||
| Realty Income Corp. | San Luis Wealth Advisors Llc | 59.29 | 11,231 | 0.00% | 0.00 | 665.9 K | ||
| Oneok Inc. | San Luis Wealth Advisors Llc | 72.63 | 15,505 | 0.00% | NEW | 1.1 M | ||
| Oracle Corp. | San Luis Wealth Advisors Llc | 232.80 | 5,038 | 0.00% | 0.00 | 1.2 M | ||
| Procter & Gamble Co. | San Luis Wealth Advisors Llc | 160.02 | 1,991 | 0.00% | 0.00 | 318.6 K | ||
| Progressive Corp. | San Luis Wealth Advisors Llc | 243.86 | 1,696 | 0.00% | 0.00 | 413.6 K | ||
| Prologis Inc | San Luis Wealth Advisors Llc | 113.65 | 6,339 | 0.00% | NEW | 720.4 K | ||
| Palantir Technologies Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 153.11 | 3,324 | 0.00% | 0.00 | 508.9 K | ||
| Philip Morris International Inc | San Luis Wealth Advisors Llc | 161.55 | 5,124 | 0.00% | 0.00 | 827.8 K | ||
| PNC Financial Services Group Inc | San Luis Wealth Advisors Llc | 204.40 | 3,878 | 0.00% | NEW | 792.7 K | ||
| Phillips 66 | San Luis Wealth Advisors Llc | 131.55 | 42,649 | 0.01% | 0.01 | 5.6 M | ||
| PayPal Holdings Inc | San Luis Wealth Advisors Llc | 68.26 | 2,891 | 0.00% | NEW | 197.3 K | ||
| Qualcomm, Inc. | San Luis Wealth Advisors Llc | 159.84 | 1,685 | 0.00% | 0.00 | 269.3 K | ||
| Rocket Lab USA Inc | San Luis Wealth Advisors Llc | 45.84 | 6,275 | 0.00% | NEW | 287.6 K | ||
| Recursion Pharmaceuticals Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 4.61 | 10,000 | 0.00% | 0.00 | 46.1 K | ||
| SLB | San Luis Wealth Advisors Llc | 35.82 | 12,987 | 0.00% | 0.00 | 465.2 K | ||
| SoFi Technologies Inc | San Luis Wealth Advisors Llc | 25.60 | 58,000 | 0.00% | 0.00 | 1.5 M | ||
| S&P Global Inc | San Luis Wealth Advisors Llc | 538.06 | 434 | 0.00% | 0.00 | 233.5 K | ||
| Trico Bancshares | San Luis Wealth Advisors Llc | 45.12 | 35,188 | 0.11% | -0.06 | 1.6 M | ||
| Truist Financial Corporation | San Luis Wealth Advisors Llc | 46.52 | 35,174 | 0.00% | 0.00 | 1.6 M | ||
| Target Corp | San Luis Wealth Advisors Llc | 93.17 | 74,510 | 0.02% | NEW | 6.9 M | ||
| Tesla Inc | San Luis Wealth Advisors Llc | 350.84 | 23,273 | 0.00% | 0.00 | 8.2 M | ||
| United Parcel Service, Inc. - Ordinary Shares - Class B | San Luis Wealth Advisors Llc | 85.04 | 31,960 | 0.00% | 0.00 | 2.7 M | ||
| Visa Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 343.22 | 9,855 | 0.00% | 0.00 | 3.4 M | ||
| VICI Properties Inc | San Luis Wealth Advisors Llc | 33.60 | 19,619 | 0.00% | 0.00 | 659.2 K | ||
| Verizon Communications Inc | San Luis Wealth Advisors Llc | 44.38 | 17,733 | 0.00% | 0.00 | 787.0 K | ||
| Waste Management, Inc. | San Luis Wealth Advisors Llc | 220.06 | 1,645 | 0.00% | 0.00 | 362.0 K | ||
| Walmart Inc | San Luis Wealth Advisors Llc | 100.51 | 11,129 | 0.00% | 0.00 | 1.1 M | ||
| Exxon Mobil Corp. | San Luis Wealth Advisors Llc | 109.23 | 28,023 | 0.00% | 0.00 | 3.1 M | ||
| Block Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 74.94 | 56,032 | 0.01% | NEW | 4.2 M | ||
| Zoetis Inc - Ordinary Shares - Class A | San Luis Wealth Advisors Llc | 153.32 | 2,654 | 0.00% | 0.00 | 406.9 K | ||
| Stellantis N.V | 9.08 | - | Investor holds below 1% | |||||
| Extra Space Storage Inc. | 147.28 | - | Investor holds below 1% | |||||
| Regions Financial Corp. | 27.03 | - | Investor holds below 1% | |||||
| Prudential Financial Inc. | 105.71 | - | Investor holds below 1% | |||||
| Public Storage | 297.80 | - | Investor holds below 1% | |||||
| T. Rowe Price Group Inc. | 108.16 | - | Investor holds below 1% | |||||
| U.S. Bancorp. | 48.80 | - | Investor holds below 1% | |||||
| AT&T, Inc. | 29.59 | - | Investor holds below 1% | |||||
| Constellation Energy Corporation | 301.58 | - | Investor holds below 1% | |||||
| Adobe Inc | 348.97 | - | Investor holds below 1% |