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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
FTITechnipfmc Plc
Recent Activity
Increased 0.1%
0.11%
$559,000
19,318 shares@ $28.94 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.42%
0.09%
$447,000
2,665 shares@ $167.73 avg price
ZTSZoetis Inc
Recent Activity
Increased 0.12%
0.09%
$431,000
2,645 shares@ $162.95 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 10.79%
0.09%
$431,000
5,989 shares@ $71.97 avg price
VOOVanguard Index Fds
Recent Activity
Increased 17.92%
0.08%
$383,000
711 shares@ $538.68 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 0.2%
0.08%
$370,000
3,061 shares@ $120.88 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 8.79%
0.07%
$355,000
6,687 shares@ $53.09 avg price
CSQCalamos Strategic Total Retu
Recent Activity
Increased 1.2%
0.07%
$355,000
20,067 shares@ $17.7 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 0.19%
0.07%
$331,000
1,639 shares@ $201.96 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.39%
0.07%
$330,000
2,588 shares@ $127.52 avg price