Etesian Wealth Advisors, Inc. Purchases and Sells in Q4 2024

Etesian Wealth Advisors, Inc.

$226 Billion
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MOAT	24.9K + 20.58%	N/A	146K $13.5B
WISDOMTREE TR	31K + 45.08%	N/A	99.6K $4.91B
IVV	2.45K + 19.75%	$570.51 - $610.59 $1.4M - $1.5M	14.9K $8.76B
USFR	20.9K + 25.52%	$50.23 - $50.46 $1.05M - $1.05M	103K $5.17B
UCON	44.6K + 12.22%	$24.55 - $25.16 $1.09M - $1.12M	409K $10.1B
DLN	11.6K + 328.73%	$77.23 - $82.11 $893K - $950K	15.1K $1.17B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VYM	5.31K New	$126.68 - $134.74 $673K - $715K	5.31K $678M
BLACKROCK INC	579 New	N/A	579 $594M
IGM	4.27K New	$94.19 - $106.95 $402K - $457K	4.27K $436M
VUG	679 New	$378.79 - $428.11 $257K - $291K	679 $279M
SBUX	2.58K New	$87.44 - $102.5 $226K - $265K	2.58K $236M
NUBD	9.31K New	$21.66 - $22.69 $202K - $211K	9.31K $203M

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PGX	-59.5K - 44.0%	$11.42 - $12.5 $679K - $744K	75.7K $873M
HYEM	-31.4K - 31.95%	$19.42 - $19.79 $610K - $621K	66.9K $1.3B
MUB	-5.49K - 27.42%	$105.78 - $108.7 $581K - $597K	14.5K $1.55B
LLY	-96 - 2.4%	$727.2 - $932.06 $69.8K - $89.5K	3.9K $3.01B
NKE	-4.88K - 40.75%	$73.36 - $89.13 $358K - $435K	7.09K $537M
VXUS	-4.76K - 14.13%	$58.88 - $64.8 $280K - $309K	29K $1.71B

Activity Summary All Purchases 50 New Holdings 6 Increased Positions 44 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

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