Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES U S ETF TR | 10 | Q3 2023 | 12.6% |
SELECT SECTOR SPDR TR | 10 | Q3 2023 | 8.6% |
J P MORGAN EXCHANGE-TRADED F | 10 | Q3 2023 | 8.1% |
TESLA INC | 10 | Q3 2023 | 5.6% |
EXXON MOBIL CORP | 10 | Q3 2023 | 5.1% |
NVIDIA CORPORATION | 10 | Q3 2023 | 4.1% |
ALPHABET INC | 10 | Q3 2023 | 4.1% |
VERIZON COMMUNICATIONS INC | 10 | Q3 2023 | 3.6% |
SPDR GOLD TR | 10 | Q3 2023 | 3.1% |
VISA INC | 10 | Q3 2023 | 3.0% |
View San Luis Wealth Advisors LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-11 |
13F-HR | 2024-01-17 |
13F-HR | 2023-10-31 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-10 |
13F-HR | 2023-02-02 |
13F-HR | 2022-10-26 |
13F-HR | 2022-08-10 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-14 |
View San Luis Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.