List of top 200 securities held by San Luis Wealth Advisors LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2025Q1
Report Date Time: 2025-04-18 10:50:06
Total Holdings: 129
Assets Under Management (AUM) :
$344,311,008 ($344.31M)
Reporting Manager: Ashleigh Swayze
Address:
735 TANK FARM ROAD
SUITE 264
SAN LUIS OBISPO, CA 93401
Since : total money flow = , gains and losses =
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