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Adt shares owned by San Luis Wealth Advisors

Quarter-by-quarter ownership of Adt (ADT) shares owned by San Luis Wealth Advisors from 13F filings

Historical chart of San Luis Wealth Advisors investment in Adt

Tip: Access up to 7 years of quarterly data

All positions including Adt held by San Luis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adt by San Luis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $601k 83k 7.23
2024-06-30 $247k 33k 7.58

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Ea Series Trust Marketdesk Focus (FDIV)
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Microsoft Corporation (MSFT)
Vanguard Wellington Short Trm Tax Ex (VTES)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for San Luis Wealth Advisors

Top funds holding Adt

Apollo Management Holdings
State Farm Mutual Automobile Insurance Company
Vanguard Group
Pacer Advisors
Ariel Investments
Alliancebernstein
Dimensional Fund Advisors
BlackRock
BlackRock
LSV Asset Management
State Street Corporation
Geode Capital Management
AQR Capital Management
Charles Schwab Investment Management
Cyrill Wipfli

View all funds holding Adt