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Name: |
San Luis Wealth Advisors LLC |
City: |
SAN LUIS OBISPO |
State: |
CA |
Zip: |
93401 |
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data |
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Holdings
Found :
15 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
FMB |
First Trust Managed Municipal |
60 |
Closed |
$0.00 |
$0 |
0 |
0% |
-265,000 |
-5,134 |
0 |
N/A |
|
AMD |
Advanced Micro Devices Inc |
47 |
Closed |
$166.78 |
$0 |
0 |
0% |
-410,000 |
-2,782 |
0 |
Semiconductor- Broad... |
|
BLK |
BlackRock Inc A |
53 |
Closed |
$778.53 |
$0 |
0 |
0% |
-237,000 |
-292 |
0 |
Investment Brokerage ... |
|
AMGN |
Amgen Inc |
59 |
Closed |
$305.69 |
$0 |
0 |
0% |
-407,000 |
-1,412 |
0 |
Biotechnology |
|
BRK.B |
Berkshire Hathaway B |
52 |
Closed |
$411.08 |
$0 |
0 |
0% |
-2,810,000 |
-7,879 |
0 |
Property & Casualty I... |
|
ADI |
Analog Devices Inc |
58 |
Closed |
$237.41 |
$0 |
0 |
0% |
-247,000 |
-1,244 |
0 |
Semiconductor- Broad... |
|
BA |
Boeing Co |
51 |
Closed |
$191.42 |
$0 |
0 |
0% |
-203,000 |
-780 |
0 |
Aerospace/Defense - M... |
|
CSCO |
Cisco Systems Inc |
57 |
Closed |
$46.23 |
$0 |
0 |
0% |
-219,000 |
-4,333 |
0 |
Networking & Communic... |
|
QPFF |
American Century Quality Pr... |
50 |
Closed |
$0.00 |
$0 |
0 |
0% |
-9,255,000 |
-258,105 |
0 |
N/A |
|
ABC |
AmerisourceBergen Corp |
56 |
Closed |
$236.67 |
$0 |
0 |
0% |
-458,000 |
-2,228 |
0 |
Drugs Wholesale |
|
AAPL |
Apple Inc |
49 |
Closed |
$194.48 |
$0 |
0 |
0% |
-25,496,000 |
-132,427 |
0 |
Personal Computers |
|
GNLX |
Genelux Corp |
55 |
Closed |
$2.52 |
$0 |
0 |
0% |
-326,000 |
-23,259 |
0 |
N/A |
|
AMZN |
Amazon.com Inc |
61 |
Closed |
$185.00 |
$0 |
0 |
0% |
-7,030,000 |
-46,265 |
0 |
Internet Software & S... |
|
NVTA |
Invitae Corp |
48 |
Closed |
$0.01 |
$0 |
0 |
0% |
-8,000 |
-12,000 |
0 |
N/A |
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ADP |
Automatic Data Processing Inc |
54 |
Closed |
$247.97 |
$0 |
0 |
0% |
-346,000 |
-1,485 |
0 |
Business Software & S... |
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