0001844709-24-000001.txt : 20240117 0001844709-24-000001.hdr.sgml : 20240117 20240117125803 ACCESSION NUMBER: 0001844709-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: San Luis Wealth Advisors LLC CENTRAL INDEX KEY: 0001844709 ORGANIZATION NAME: IRS NUMBER: 851106436 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20584 FILM NUMBER: 24537538 BUSINESS ADDRESS: STREET 1: 735 TANK FARM ROAD STREET 2: SUITE 264 CITY: SAN LUIS OBISPO STATE: CA ZIP: 93401 BUSINESS PHONE: 8058100002 MAIL ADDRESS: STREET 1: 735 TANK FARM ROAD STREET 2: SUITE 264 CITY: SAN LUIS OBISPO STATE: CA ZIP: 93401 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001844709 XXXXXXXX 12-31-2023 12-31-2023 San Luis Wealth Advisors LLC

735 TANK FARM ROAD SUITE 264 SAN LUIS OBISPO CA 93401

13F HOLDINGS REPORT 028-20584 N Ashleigh Swayze 6463953900 Ashleigh Swayze Newtown PA 01-17-2024 0 59 236676 false INFORMATION TABLE 2 SanLuis13f_4q2023.xml 3M CO COM 88579Y101 3999 36576 SH SOLE 0 0 36576 ABBVIE INC COM 00287Y109 235 1518 SH SOLE 0 0 1518 ADVANCED MICRO DEVICES INC COM 007903107 410 2782 SH SOLE 0 0 2782 ALPHABET INC CAP STK CL A 02079K305 5878 42078 SH SOLE 0 0 42078 ALPHABET INC CAP STK CL C 02079K107 719 5100 SH SOLE 0 0 5100 ALTRIA GROUP INC COM 02209S103 341 8455 SH SOLE 0 0 8455 AMAZON COM INC COM 023135106 7030 46265 SH SOLE 0 0 46265 AMC ENTMT HLDGS INC CL A NEW 00165C302 63 10294 SH SOLE 0 0 10294 AMERICAN CENTY ETF TR QUALITY PREFER 025072539 9255 258105 SH SOLE 0 0 258105 AMGEN INC COM 031162100 407 1412 SH SOLE 0 0 1412 ANALOG DEVICES INC COM 032654105 247 1244 SH SOLE 0 0 1244 APPLE INC COM 037833100 25496 132427 SH SOLE 0 0 132427 AT&T INC COM 00206R102 972 57920 SH SOLE 0 0 57920 AUTOMATIC DATA PROCESSING IN COM 053015103 346 1485 SH SOLE 0 0 1485 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2810 7879 SH SOLE 0 0 7879 BLACKROCK INC COM 09247X101 237 292 SH SOLE 0 0 292 BLACKROCK RES & COMMODITIES SHS 09257A108 397 44668 SH SOLE 0 0 44668 BLACKSTONE INC COM 09260D107 604 4610 SH SOLE 0 0 4610 BOEING CO COM 097023105 203 780 SH SOLE 0 0 780 BROADCOM INC COM 11135F101 361 323 SH SOLE 0 0 323 CALAMOS GBL DYN INCOME FUND COM 12811L107 107 18547 SH SOLE 0 0 18547 CALAMOS LNG SHR EQT DYNAMIC COM 12812C106 171 11826 SH SOLE 0 0 11826 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 3287 127757 SH SOLE 0 0 127757 CENCORA INC COM 03073E105 458 2228 SH SOLE 0 0 2228 CHUBB LIMITED COM H1467J104 283 1254 SH SOLE 0 0 1254 CISCO SYS INC COM 17275R102 219 4333 SH SOLE 0 0 4333 EA SERIES TRUST MARKETDESK FOCUS 02072L417 56549 2131325 SH SOLE 0 0 2131325 EXXON MOBIL CORP COM 30231G102 3824 38248 SH SOLE 0 0 38248 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 265 5134 SH SOLE 0 0 5134 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 4087 79098 SH SOLE 0 0 79098 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 9482 158941 SH SOLE 0 0 158941 GENELUX CORPORATION COM 36870H103 326 23259 SH SOLE 0 0 23259 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 331 19116 SH SOLE 0 0 19116 GLOBAL X FDS 1-3 MONTH T-BILL 37960A537 694 27721 SH SOLE 0 0 27721 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 5492 106828 SH SOLE 0 0 106828 INVITAE CORP COM 46185L103 8 12000 SH SOLE 0 0 12000 ISHARES TR MSCI USA QLT FCT 46432F339 371 2521 SH SOLE 0 0 2521 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 26057 515768 SH SOLE 0 0 515768 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 22130 440583 SH SOLE 0 0 440583 JPMORGAN CHASE & CO COM 46625H100 204 1202 SH SOLE 0 0 1202 LINDE PLC SHS G54950103 239 583 SH SOLE 0 0 583 MASTERCARD INCORPORATED CL A 57636Q104 3441 8067 SH SOLE 0 0 8067 META PLATFORMS INC CL A 30303M102 467 1318 SH SOLE 0 0 1318 NVIDIA CORPORATION COM 67066G104 6128 12374 SH SOLE 0 0 12374 PAYPAL HLDGS INC COM 70450Y103 417 6884 SH SOLE 0 0 6884 PG&E CORP COM 69331C108 361 20000 SH SOLE 0 0 20000 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4301 22347 SH SOLE 0 0 22347 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 677 10684 SH SOLE 0 0 10684 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 3789 27782 SH SOLE 0 0 27782 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 243 1361 SH SOLE 0 0 1361 SOFI TECHNOLOGIES INC COM 83406F102 587 58981 SH SOLE 0 0 58981 SPDR GOLD TR GOLD SHS 78463V107 1221 6385 SH SOLE 0 0 6385 TECHNIPFMC PLC COM G87110105 413 20487 SH SOLE 0 0 20487 TESLA INC COM 88160R101 5724 23038 SH SOLE 0 0 23038 UNITEDHEALTH GROUP INC COM 91324P102 3396 6451 SH SOLE 0 0 6451 VANGUARD WORLD FDS INF TECH ETF 92204A702 467 965 SH SOLE 0 0 965 VERIZON COMMUNICATIONS INC COM 92343V104 5978 158561 SH SOLE 0 0 158561 VISA INC COM CL A 92826C839 4207 16159 SH SOLE 0 0 16159 WP CAREY INC COM 92936U109 265 4086 SH SOLE 0 0 4086