In its recent 13F-HR filing, San Luis Wealth Advisors LLC (0001844709) disclosed its holdings as of the end of the reporting period. The filing is significant as it provides transparency into the investment decisions of the firm, offering valuable insights for investors and analysts. By detailing the securities held, purchased, and sold by San Luis Wealth Advisors LLC, the filing offers a glimpse into the firm’s investment strategy and outlook on various companies and sectors.
San Luis Wealth Advisors LLC is a registered investment advisory firm based in San Luis Obispo, California. The company provides personalized wealth management services to high-net-worth individuals, families, and institutions. With a focus on financial planning and investment management, San Luis Wealth Advisors LLC aims to help clients achieve their long-term financial goals. For more information about the company and its services, please visit their website here.
The 13F-HR filing submitted by San Luis Wealth Advisors LLC is a quarterly report required by the Securities and Exchange Commission (SEC) for institutional investment managers with assets under management above a certain threshold. The filing discloses the firm’s equity holdings, including stocks, options, and convertible securities. By analyzing the 13F-HR filing, investors can gain insights into the investment decisions of San Luis Wealth Advisors LLC and potentially identify investment opportunities or trends in the market.
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San Luis Wealth Advisors LLC (0001844709) Files 13F-HR Form with SEC
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