Etesian Wealth Advisors, Inc. Purchases in Q4 2024

Etesian Wealth Advisors, Inc.

  • $226 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
24.9K
+ 20.58%
N/A
146K $13.5B
Wisdomtree Tr
31K
+ 45.08%
N/A
99.6K $4.91B
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 19.75%
$570.51 - $610.59 $1.4M - $1.5M
14.9K $8.76B
USFR
Wisdomtree Floating Rate Treas

ETFs
20.9K
+ 25.52%
$50.23 - $50.46 $1.05M - $1.05M
103K $5.17B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
44.6K
+ 12.22%
$24.55 - $25.16 $1.09M - $1.12M
409K $10.1B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11.6K
+ 328.73%
$77.23 - $82.11 $893K - $950K
15.1K $1.17B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
19.7K
+ 53.83%
$58.46 - $65.6 $1.15M - $1.29M
56.3K $3.3B
AMZN
Amazon Com Inc

Consumer Cyclical
227
+ 1.05%
$180.88 - $232.93 $41.1K - $52.9K
21.9K $4.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.31K
New
$126.68 - $134.74 $673K - $715K
5.31K $678M
Blackrock Inc
579
New
N/A
579 $594M
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.4K
+ 14.08%
$50.62 - $52.07 $527K - $542K
84.4K $4.31B
JPIE
J P Morgan Exchange Traded Fd
10.5K
+ 36.01%
$45.59 - $46.25 $478K - $485K
39.6K $1.81B
FNDE
Schwab Fundamental Emerging Mk

ETFs
18.2K
+ 69.29%
$28.89 - $33.95 $525K - $617K
44.4K $1.29B
IGM
Ishares Expanded Tech Sector E

ETFs
4.27K
New
$94.19 - $106.95 $402K - $457K
4.27K $436M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.73K
+ 81.76%
$49.03 - $53.35 $330K - $359K
15K $767M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.63K
+ 34.01%
$80.93 - $85.66 $375K - $397K
18.2K $1.48B
IWF
Ishares Russell 1000 Gr ETF

ETFs
49
+ 0.45%
$370.24 - $418.94 $18.1K - $20.5K
10.8K $4.34B
VUG
Vanguard Growth ETF

ETFs
679
New
$378.79 - $428.11 $257K - $291K
679 $279M
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.07K
+ 28.19%
$46.07 - $48.17 $326K - $341K
32.1K $1.48B
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 0.54%
$873.59 - $994.69 $33.2K - $37.8K
7.08K $6.49B
SBUX
Starbucks Corp

Consumer Cyclical
2.58K
New
$87.44 - $102.5 $226K - $265K
2.58K $236M
SPY
Spdr S&P 500 ETF Trust

ETFs
91
+ 0.69%
$567.81 - $607.81 $51.7K - $55.3K
13.4K $7.82B
GOOGL
Alphabet Inc.

Communication Services
64
+ 0.76%
$161.86 - $196.66 $10.4K - $12.6K
8.45K $1.6B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
9.31K
New
$21.66 - $22.69 $202K - $211K
9.31K $203M
VTI
Vanguard Total Stock Market Et

ETFs
503
+ 8.87%
$280.04 - $302.45 $141K - $152K
6.18K $1.79B
AVGO
Broadcom Inc.

Technology
109
+ 5.17%
$159.67 - $250.0 $17.4K - $27.3K
2.22K $514M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.26K
+ 8.4%
$42.33 - $43.3 $138K - $141K
42K $1.79B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 12.5%
$57.53 - $60.83 $141K - $149K
22K $1.27B
CVX
Chevron Corp

Energy
817
+ 8.85%
$141.15 - $162.53 $115K - $133K
10K $1.46B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.2K
+ 8.42%
$53.94 - $58.15 $64.5K - $69.5K
15.4K $868M
IBM
International Business Machines Corp

Technology
372
+ 5.66%
$204.9 - $238.04 $76.2K - $88.6K
6.95K $1.53B
MCK
Mckesson Corp

Healthcare
5
+ 0.76%
$482.27 - $628.5 $2.41K - $3.14K
662 $377M
AVUV
American Centy ETF Tr Avantis

ETFs
309
+ 1.61%
$94.37 - $106.41 $29.2K - $32.9K
19.5K $1.88B
META
Meta Platforms, Inc.

Communication Services
1
+ 0.04%
$554.08 - $632.68 $554 - $633
2.65K $1.55B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
4.19K
+ 9.33%
$17.21 - $18.41 $72K - $77.1K
49K $846M
XLK
Technology Sector Spdr

ETFs
50
+ 3.84%
$220.26 - $241.44 $11K - $12.1K
1.35K $314M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.25K
+ 221.07%
$26.93 - $84.95 $141K - $446K
7.62K $208M
QUAL
Ishares Msci Usa Quality Facto

ETFs
45
+ 1.56%
$176.42 - $186.91 $7.94K - $8.41K
2.93K $521M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
973
+ 1.5%
$113.92 - $127.38 $111K - $124K
66K $7.61B
XOM
Exxon Mobil Corp

Energy
295
+ 5.1%
$105.51 - $125.37 $31.1K - $37K
6.08K $653M
NEE
Nextera Energy Inc

Utilities
45
+ 1.33%
$69.77 - $85.43 $3.14K - $3.84K
3.42K $245M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.39K
+ 8.84%
$87.1 - $98.49 $121K - $137K
17.2K $1.5B
MSFT
Microsoft Corp

Technology
118
+ 0.88%
$406.35 - $454.46 $47.9K - $53.6K
13.5K $5.69B
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.34K
+ 8.93%
$36.15 - $41.9 $157K - $182K
53K $1.93B
VNQ
Vanguard Specialized Funds Van

ETFs
659
+ 3.0%
$87.85 - $98.6 $57.9K - $65K
22.6K $2.02B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.58K
+ 4.98%
$75.1 - $82.99 $118K - $131K
33.2K $2.51B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.71K
+ 3.2%
$26.63 - $30.23 $72.2K - $82K
87.3K $2.33B
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.02%
$164.99 - $203.87 $330 - $408
10.1K $1.79B
VEA
Vanguard Ftse Developed Market

ETFs
3.09K
+ 1.76%
$47.57 - $52.44 $147K - $162K
179K $8.56B
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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