Etesian Wealth Advisors, Inc. Purchases in Q3 2024

Etesian Wealth Advisors, Inc.

  • $221 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
524
New
$429.6 - $500.99 $225K - $263K
524 $259M
CTAS
Cintas Corp

Industrials
5.52K
+ 300.0%
$201.38 - $819.83 $1.11M - $4.53M
7.36K $1.52B
KO
Coca Cola CO

Consumer Defensive
3.13K
New
$62.69 - $73.01 $196K - $228K
3.13K $225M
UNP
Union Pacific Corp

Industrials
866
New
$221.78 - $256.09 $192K - $222K
866 $213M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.37K
New
$77.02 - $85.06 $183K - $202K
2.37K $201M
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.76%
$333.64 - $405.2 $7.67K - $9.32K
3.05K $1.24B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.4K
+ 31.48%
$49.7 - $56.11 $169K - $191K
14.2K $780M
CEG
Constellation Energy Corp

Utilities
1
+ 0.03%
$167.08 - $262.86 $167 - $263
3.01K $783M
AVUV
American Centy ETF Tr Avantis

ETFs
624
+ 3.37%
$88.24 - $99.7 $55.1K - $62.2K
19.2K $1.84B
Litman Gregory Fds Tr
16.7K
New
N/A
16.7K $166M
V
Visa Inc.

Financial Services
154
+ 2.79%
$253.74 - $291.56 $39.1K - $44.9K
5.68K $1.56B
IWB
Ishares Tr Russell 1000 ETF

ETFs
301
+ 32.02%
$283.28 - $314.39 $85.3K - $94.6K
1.24K $390M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.21K
+ 2.54%
$38.51 - $41.48 $46.4K - $50K
48.6K $2.01B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.33K
+ 8.02%
$17.02 - $18.39 $56.7K - $61.3K
44.9K $819M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
718
+ 1.89%
$41.95 - $43.42 $30.1K - $31.2K
38.8K $1.68B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
376
+ 2.89%
$41.9 - $48.26 $15.8K - $18.1K
13.4K $641M
WY
Weyerhaeuser CO

Real Estate
266
+ 3.69%
$27.05 - $33.84 $7.2K - $9K
7.48K $253M
AVGO
Broadcom Inc.

Technology
1.91K
+ 929.27%
$136.27 - $1745.86 $260K - $3.33M
2.11K $364M
ADM
Archer Daniels Midland CO

Consumer Defensive
141
+ 1.12%
$57.96 - $65.72 $8.17K - $9.27K
12.7K $760M
COP
Conocophillips

Energy
90
+ 4.59%
$102.3 - $116.61 $9.21K - $10.5K
2.05K $216M
INTU
Intuit Inc

Technology
2
+ 0.47%
$602.97 - $670.49 $1.21K - $1.34K
424 $263M
NVDA
Nvidia Corp

Technology
225
+ 0.93%
$98.91 - $134.91 $22.3K - $30.4K
24.4K $2.96B
GOOG
Alphabet Inc.

Communication Services
334
+ 4.7%
$149.54 - $192.66 $49.9K - $64.3K
7.44K $1.24B
CVX
Chevron Corp

Energy
46
+ 0.5%
$137.88 - $161.97 $6.34K - $7.45K
9.23K $1.36B
GOOGL
Alphabet Inc.

Communication Services
312
+ 3.87%
$148.65 - $191.18 $46.4K - $59.6K
8.38K $1.39B
Activity Summary
Buys All Purchases 76 New Holdings 28 Increased Positions 48 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Etesian Wealth Advisors, Inc. Portfolio

Follow Etesian Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Etesian Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Etesian Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email