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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 :
10 |
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Unchanged Positions |
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Menu
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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 |
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GLD |
streetTRACKS Gold Trust |
22 |
- |
$220.03 |
$1,314,000 |
6,385 |
0.69% |
93,000 |
0 |
0.002 |
Closed - End Fund - E... |
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GOOG |
Alphabet Inc |
24 |
- |
$175.43 |
$777,000 |
5,100 |
0.41% |
58,000 |
0 |
0 |
Search Engines & Info... |
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FTI |
Technipfmc Limited |
28 |
- |
$26.47 |
$514,000 |
20,487 |
0.27% |
101,000 |
0 |
0.005 |
Oil & Gas Equipment &... |
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VGT |
Vanguard I T VIPERS |
29 |
- |
$533.85 |
$506,000 |
965 |
0.27% |
39,000 |
0 |
0 |
Closed - End Fund - E... |
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QYLD |
Global X NASDAQ 100 Covered... |
35 |
- |
$0.00 |
$342,000 |
19,116 |
0.18% |
11,000 |
0 |
0.005 |
N/A |
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XLY |
SPDR cnsmr discr sel sect |
42 |
- |
$177.79 |
$250,000 |
1,361 |
0.13% |
7,000 |
0 |
0 |
Closed - End Fund - E... |
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WPC |
WP Carey & Co |
43 |
- |
$59.56 |
$231,000 |
4,086 |
0.12% |
-34,000 |
0 |
0.002 |
Property Management |
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CPZ |
Calamos Long/short Equity &... |
44 |
- |
$15.53 |
$182,000 |
11,826 |
0.1% |
11,000 |
0 |
0.131 |
N/A |
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CHW |
Calamos Global Dynamic Inco... |
45 |
- |
$6.63 |
$121,000 |
18,547 |
0.06% |
14,000 |
0 |
0.031 |
Closed - End Fund - Debt |
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AMC |
Amc Entertainment Holdings,... |
46 |
- |
$4.64 |
$38,000 |
10,294 |
0.02% |
-25,000 |
0 |
0.002 |
N/A |
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