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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
GSKGsk Plc
Recent Activity
Increased 37.85%
0.15%
$743,000
21,968 shares@ $33.83 avg price
RIORio Tinto Plc
Recent Activity
Increased 19.13%
0.15%
$741,000
12,602 shares@ $58.81 avg price
XYLDGlobal X Fds
Recent Activity
Increased 10.73%
0.14%
$733,000
17,492 shares@ $41.91 avg price
MDTMedtronic Plc
Recent Activity
Increased 22.82%
0.14%
$728,000
9,108 shares@ $79.93 avg price
FFord Mtr Co
Recent Activity
Increased 45.62%
0.14%
$716,000
72,273 shares@ $9.91 avg price
LOWLowes Cos Inc
Recent Activity
Increased 0.28%
0.14%
$714,000
2,892 shares@ $246.89 avg price
DOWDow Inc
Recent Activity
Increased 33.87%
0.14%
$688,000
17,139 shares@ $40.15 avg price
CCICrown Castle Inc
Recent Activity
Increased 23.61%
0.13%
$686,000
7,557 shares@ $90.78 avg price
DVNDevon Energy Corp New
Recent Activity
Increased 39.18%
0.13%
$647,000
19,756 shares@ $32.75 avg price
VGTVanguard World Fd
Recent Activity
Increased 1.46%
0.12%
$609,000
979 shares@ $622.07 avg price