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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
AJGGallagher Arthur J & Co
Recent Activity
Increased 0.09%
0.07%
$323,000
1,136 shares@ $284.34 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Increased 1.25%
0.06%
$310,000
1,381 shares@ $224.48 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.6%
0.06%
$307,000
1,177 shares@ $260.84 avg price
MCDMcdonalds Corp
Recent Activity
Increased 1.54%
0.06%
$307,000
1,060 shares@ $289.63 avg price
KLACKla Corp
Recent Activity
Increased 0.23%
0.06%
$286,000
454 shares@ $629.96 avg price
CBChubb Limited
Recent Activity
Increased 0.33%
0.05%
$259,000
937 shares@ $276.42 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 0.34%
0.05%
$257,000
1,210 shares@ $212.4 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.24%
0.05%
$247,000
845 shares@ $292.31 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 6.04%
0.05%
$244,000
1,089 shares@ $224.06 avg price
SPGIS&p Global Inc
Recent Activity
Increased 0.23%
0.05%
$218,000
438 shares@ $497.72 avg price