0001844709-24-000006.txt : 20240411 0001844709-24-000006.hdr.sgml : 20240411 20240411164723 ACCESSION NUMBER: 0001844709-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240411 DATE AS OF CHANGE: 20240411 EFFECTIVENESS DATE: 20240411 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: 24839063 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 03-31-2024 03-31-2024 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 04-11-2024 0 46 190456 false INFORMATION TABLE 2 SanLuis13f_1q2024.xml 3M CO COM 88579Y101 3901 36776 SH SOLE 0 0 36776 ABBVIE INC COM 00287Y109 258 1418 SH SOLE 0 0 1418 ALPHABET INC CAP STK CL C 02079K107 777 5100 SH SOLE 0 0 5100 ALPHABET INC CAP STK CL A 02079K305 7313 48452 SH SOLE 0 0 48452 ALTRIA GROUP INC COM 02209S103 442 10122 SH SOLE 0 0 10122 AMC ENTMT HLDGS INC CL A NEW 00165C302 38 10294 SH SOLE 0 0 10294 AT&T INC COM 00206R102 1026 58301 SH SOLE 0 0 58301 BLACKROCK RES & COMMODITIES SHS 09257A108 327 36009 SH SOLE 0 0 36009 BLACKSTONE INC COM 09260D107 598 4551 SH SOLE 0 0 4551 BROADCOM INC COM 11135F101 408 308 SH SOLE 0 0 308 CALAMOS GBL DYN INCOME FUND COM 12811L107 121 18547 SH SOLE 0 0 18547 CALAMOS LNG SHR EQT DYNAMIC COM 12812C106 182 11826 SH SOLE 0 0 11826 CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 14020X104 3772 130963 SH SOLE 0 0 130963 CHUBB LIMITED COM H1467J104 277 1068 SH SOLE 0 0 1068 DEVON ENERGY CORP NEW COM 25179M103 268 5348 SH SOLE 0 0 5348 EA SERIES TRUST MARKETDESK FOCUS 02072L417 68583 2442426 SH SOLE 0 0 2442426 EXXON MOBIL CORP COM 30231G102 4411 37945 SH SOLE 0 0 37945 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 2149 36047 SH SOLE 0 0 36047 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 2968 52837 SH SOLE 0 0 52837 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 1974 56693 SH SOLE 0 0 56693 GLOBAL X FDS 1-3 MONTH T-BILL 37960A537 1521 60550 SH SOLE 0 0 60550 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 342 19116 SH SOLE 0 0 19116 INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 46138J619 6254 113228 SH SOLE 0 0 113228 ISHARES TR MSCI USA QLT FCT 46432F339 416 2530 SH SOLE 0 0 2530 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 17271 342263 SH SOLE 0 0 342263 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 14041 278310 SH SOLE 0 0 278310 JPMORGAN CHASE & CO COM 46625H100 4203 20985 SH SOLE 0 0 20985 LINDE PLC SHS G54950103 266 574 SH SOLE 0 0 574 MASTERCARD INCORPORATED CL A 57636Q104 4014 8335 SH SOLE 0 0 8335 META PLATFORMS INC CL A 30303M102 692 1424 SH SOLE 0 0 1424 NVIDIA CORPORATION COM 67066G104 11984 13263 SH SOLE 0 0 13263 PAYPAL HLDGS INC COM 70450Y103 344 5332 SH SOLE 0 0 5332 PG&E CORP COM 69331C108 335 20012 SH SOLE 0 0 20012 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 697 10623 SH SOLE 0 0 10623 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 4670 22424 SH SOLE 0 0 22424 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 250 1361 SH SOLE 0 0 1361 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 4206 28474 SH SOLE 0 0 28474 SOFI TECHNOLOGIES INC COM 83406F102 429 58827 SH SOLE 0 0 58827 SPDR GOLD TR GOLD SHS 78463V107 1314 6385 SH SOLE 0 0 6385 TECHNIPFMC PLC COM G87110105 514 20487 SH SOLE 0 0 20487 TESLA INC COM 88160R101 2107 11988 SH SOLE 0 0 11988 UNITEDHEALTH GROUP INC COM 91324P102 3458 6991 SH SOLE 0 0 6991 VANGUARD WORLD FD INF TECH ETF 92204A702 506 965 SH SOLE 0 0 965 VERIZON COMMUNICATIONS INC COM 92343V104 6145 146438 SH SOLE 0 0 146438 VISA INC COM CL A 92826C839 4453 15955 SH SOLE 0 0 15955 WP CAREY INC COM 92936U109 231 4086 SH SOLE 0 0 4086