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Ashleigh Swayze

@San Luis Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$528.127MTotal holdings143
Assets growth rate9.08%Assets growth rate (2-Q avg)12.69%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in San Luis Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 143 positions.

Assets under management

The assets under management (AUM) of San Luis Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 528.127M in assets, with a quarterly growth rate of 9.08% and a 2-quarter average growth rate of 12.69%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSCOCisco Sys Inc
Recent Activity
Exited
0%
$853,000
16,030 shares@ $53.22 avg price
PSXPhillips 66
Recent Activity
Exited
0%
$677,000
5,153 shares@ $131.38 avg price
CCitigroup Inc
Recent Activity
Exited
0%
$669,000
10,685 shares@ $62.62 avg price
LEGLeggett & Platt Inc
Recent Activity
Exited
0%
$665,000
48,816 shares@ $13.63 avg price
ADTAdt Inc Del
Recent Activity
Exited
0%
$601,000
83,116 shares@ $7.24 avg price
HCAHca Healthcare Inc
Recent Activity
Exited
0%
$237,000
584 shares@ $405.83 avg price
TXNTexas Instrs Inc
Recent Activity
Exited
0%
$217,000
1,052 shares@ $206.28 avg price
NKENike Inc
Recent Activity
Exited
0%
$201,000
2,365 shares@ $84.99 avg price
CGOCalamos Global Total Return
Recent Activity
Exited
0%
$130,000
10,851 shares@ $11.99 avg price
RXRXRecursion Pharmaceuticals In
Recent Activity
Exited
0%
$69,000
10,500 shares@ $6.58 avg price