Managed by San Luis Wealth Advisors Llc • Latest filing Q4 2024
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $79.3M | 2.93M | 0.00% | — |
| 2 | ? N/A — | $78.7M | 2.72M | 0.00% | — |
| 3 | ? N/A — | $71.9M | 2.67M | 0.00% | — |
| 4 | ? N/A — | $68.6M | 2.44M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $58.4M |
| 2.18M |
| 0.00% |
| — |
| 6 | ? N/A — | $56.5M | 2.13M | 0.00% | — |
| 7 | ? N/A — | $41.3M | 1.54M | 0.00% | — |
| 8 | ? N/A — | $41.1M | 1.69M | 0.00% | — |
| 9 | ? N/A — | $39.3M | 519.0K | 0.00% | — |
| 10 | ? N/A — | $38.9M | 766.7K | 0.00% | — |
| 11 | ? N/A — | $38M | 480.3K | 0.00% | — |
| 12 | A AAPL — | $35.4M | 141.2K | 0.00% | — |
| 13 | ? N/A — | $33.7M | 434.9K | 0.00% | — |
| 14 | A AAPL — | $32.8M | 128.9K | 0.00% | — |
| 15 | A AAPL — | $32.1M | 138.0K | 0.00% | — |
| 16 | ? N/A — | $30M | 395.0K | 0.00% | — |
| 17 | A AAPL — | $28.5M | 135.3K | 0.00% | — |
| 18 | A AAPL — | $28.1M | 126.6K | 0.00% | — |
| 19 | V VYLD — | $27.5M | 546.7K | 0.00% | — |
| 20 | I IAU — | $26.1M | 515.8K | 0.00% | — |