Etesian Wealth Advisors, Inc. Purchases and Sells in Q1 2025

Etesian Wealth Advisors, Inc.

$232 Billion
Q1 2025

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WISDOMTREE TR	74.7K + 74.98%	N/A	174K $7.65B
VEA	19.2K + 10.7%	$47.4 - $52.99 $908K - $1.02M	198K $10.1B
DYNF	31.3K + 208.93%	$48.06 - $53.73 $1.5M - $1.68M	46.2K $2.26B
JPIE	26.8K + 67.57%	$45.46 - $46.18 $1.22M - $1.24M	66.4K $3.06B
UCON	46.9K + 11.45%	$24.5 - $24.95 $1.15M - $1.17M	456K $11.3B
IVV	2.38K + 15.96%	$554.06 - $615.85 $1.32M - $1.46M	17.3K $9.69B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	4.02K New	$97.25 - $104.79 $391K - $422K	4.02K $417M
SHY	2.86K New	$81.83 - $82.73 $234K - $237K	2.86K $237M
ESGD	2.7K New	$75.32 - $84.77 $203K - $229K	2.7K $220M
BILS	2.02K New	$99.16 - $99.52 $201K - $201K	2.02K $201M
JPC	14K New	$7.89 - $8.07 $110K - $113K	14K $111M

Top Sells

Reduced Positions

73 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.84K - 5.49%	$209.68 - $247.1 $385K - $454K	31.6K $7.02B
NVDA	-3.13K - 13.02%	$106.98 - $149.43 $335K - $468K	20.9K $2.27B
AMZN	-241 - 1.1%	$190.26 - $242.06 $45.9K - $58.3K	21.6K $4.12B
VXUS	-9.77K - 33.76%	$58.01 - $64.46 $567K - $630K	19.2K $1.19B
IWF	-106 - 0.98%	$360.07 - $417.26 $38.2K - $44.2K	10.7K $3.87B
CRM	-17 - 0.34%	$268.36 - $359.95 $4.56K - $6.12K	5.04K $1.35B

Activity Summary All Purchases 42 New Holdings 5 Increased Positions 37 All Sells 73 Reductions 73 Sold out 0 Calls 0 Puts 0

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