Stock Taper 
SAN LUIS WEALTH ADVISORS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Exxon Mobil Corporation | XOM | 28.61K | $3.91M |
 Altria Group, Inc. | MO | 25.21K | $1.81M |
 UnitedHealth Group Incorporated | UNH | 24.98K | $10.38M |
 Adobe Inc. | ADBE | 23K | $4.71M |
 Broadcom Inc. | AVGO | 21.64K | $8.17M |
 JPMorgan Chase & Co. | JPM | 19.7K | $6.45M |
 Fifth Third Bancorp | FITB | 19.37K | $1.09M |
 Rocket Lab USA, Inc. | RKLB | 19.01K | $1.93M |
 British American Tobacco p.l.c. | BTI | 18.43K | $1.14M |
 TechnipFMC plc | FTI | 17.85K | $1.18M |
 Visa Inc. | V | 17.75K | $6.09M |
 Bristol-Myers Squibb Company | BMY | 17.45K | $1.01M |
 Dominion Energy, Inc. | D | 16.14K | $1.1M |
| ER EQUITY RESIDENTIAL | EQR | 15.97K | $1.08M |
 Realty Income Corporation | O | 15.95K | $988.26K |
 Berkshire Hathaway Inc. | BRK-B | 15.79K | $7.9M |
 Eversource Energy | ES | 14.85K | $1.07M |
 Omnicom Group Inc. | OMC | 14.02K | $1.02M |
 Slb N.V. | SLB | 13.5K | $627.62K |
 Walmart Inc. | WMT | 13.28K | $1.5M |