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Home > Institutional Investor > San Luis Wealth Advisors Llc > Profile

Instuitional Investor - San Luis Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: San Luis Wealth Advisors Llc
Portfolio Value $465,437
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ea Series Trust
 1,824,040 $47,480 10.2%
2.
J P Morgan Exchange Traded F - ULTRA SHRT ETF
 674,498 $34,184 7.34%
3.
Apple Inc.
 AAPL 121,612 $24,951 5.36%
4.
Nvidia Corp
 NVDA 120,952 $19,109 4.11%
5.
Vanguard Malvern Fds - CORE BD ETF
 211,195 $16,385 3.52%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)