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  Name: San Luis Wealth Advisors LLC
  City: SAN LUIS OBISPO
  State: CA
  Zip: 93401
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $190,456,000
  Total Value Change : $-46,220,000
  Securities Held Change : -13
   
All Securities Held : 46
  New Positions : 1
  Closed Positions : 15
  Increased Positions : 18
  Unchanged Positions : 10
  Decreased Positions : 17

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Holdings Found : 15     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (BA)1 Year Chart         BA Boeing Co 51 Closed $182.96 $0 0 0% -203,000 -780 0    Aerospace/Defense - M...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 57 Closed $48.34 $0 0 0% -219,000 -4,333 0    Networking & Communic...
   (QPFF)1 Year Chart         QPFF American Century Quality Pr... 50 Closed $0.00 $0 0 0% -9,255,000 -258,105 0    N/A
   (ABC)1 Year Chart         ABC AmerisourceBergen Corp 56 Closed $221.85 $0 0 0% -458,000 -2,228 0    Drugs Wholesale
   (AAPL)1 Year Chart         AAPL Apple Inc 49 Closed $189.84 $0 0 0% -25,496,000 -132,427 0    Personal Computers
   (GNLX)1 Year Chart         GNLX Genelux Corp 55 Closed $3.60 $0 0 0% -326,000 -23,259 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 61 Closed $183.63 $0 0 0% -7,030,000 -46,265 0    Internet Software & S...
   (NVTA)1 Year Chart         NVTA Invitae Corp 48 Closed $0.00 $0 0 0% -8,000 -12,000 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 54 Closed $250.06 $0 0 0% -346,000 -1,485 0    Business Software & S...
   (FMB)1 Year Chart         FMB First Trust Managed Municipal 60 Closed $0.00 $0 0 0% -265,000 -5,134 0    N/A
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 47 Closed $162.62 $0 0 0% -410,000 -2,782 0    Semiconductor- Broad...
   (BLK)1 Year Chart         BLK BlackRock Inc A 53 Closed $807.71 $0 0 0% -237,000 -292 0    Investment Brokerage ...
   (AMGN)1 Year Chart         AMGN Amgen Inc 59 Closed $314.72 $0 0 0% -407,000 -1,412 0    Biotechnology
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 52 Closed $413.12 $0 0 0% -2,810,000 -7,879 0    Property & Casualty I...
   (ADI)1 Year Chart         ADI Analog Devices Inc 58 Closed $214.12 $0 0 0% -247,000 -1,244 0    Semiconductor- Broad...
      15 Records Found
  1    
Page 1 of 1
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