Etesian Wealth Advisors, Inc. New Holdings in Q3 2024

Etesian Wealth Advisors, Inc.

  • $221 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33.7K
New
$58.03 - $65.37 $1.96M - $2.2M
33.7K $2.18B
VTI
Vanguard Total Stock Market Et

ETFs
5.67K
New
$255.18 - $283.2 $1.45M - $1.61M
5.67K $1.61B
JPIE
J P Morgan Exchange Traded Fd
29.1K
New
$45.17 - $46.39 $1.32M - $1.35M
29.1K $1.35B
BNDX
Vanguard Total International B

ETFs
18.5K
New
$48.42 - $50.35 $894K - $929K
18.5K $928M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.6K
New
$60.84 - $67.51 $703K - $781K
11.6K $781M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.68K
New
$76.38 - $78.87 $739K - $763K
9.68K $761M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
10.9K
New
$52.27 - $60.45 $572K - $661K
10.9K $649M
GLDM
World Gold Trust

ETFs
11.7K
New
$46.2 - $53.01 $540K - $620K
11.7K $610M
IEF
Ishares Barclays

ETFs
6.04K
New
$92.67 - $99.14 $560K - $599K
6.04K $593M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.27K
New
$96.25 - $101.98 $507K - $537K
5.27K $534M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.88K
New
$162.64 - $179.3 $468K - $516K
2.88K $516M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
10K
New
N/A
10K $505M
VXF
Vanguard Extended Market ETF

ETFs
2.4K
New
$163.98 - $182.92 $393K - $439K
2.4K $436M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9K
New
$44.9 - $47.55 $404K - $428K
9K $425M
VOTE
Engine No 1 ETF Tr

ETFs
6.11K
New
$60.37 - $67.04 $369K - $410K
6.11K $410M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.24K
New
$44.24 - $49.47 $364K - $407K
8.24K $407M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.13K
New
$69.16 - $76.64 $355K - $393K
5.13K $386M
INDA
Ishares Msci India Index Fund

ETFs
6.58K
New
$54.86 - $59.22 $361K - $389K
6.58K $385M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.7K
New
$74.26 - $78.84 $349K - $370K
4.7K $368M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.53K
New
$71.45 - $75.64 $324K - $343K
4.53K $340M
XLK
Technology Sector Spdr

ETFs
1.3K
New
$197.34 - $237.68 $257K - $309K
1.3K $294M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.52K
New
$71.86 - $78.56 $253K - $276K
3.52K $276M
MA
Mastercard Inc

Financial Services
524
New
$429.6 - $500.99 $225K - $263K
524 $259M
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
Litman Gregory Fds Tr
16.7K
New
N/A
16.7K $166M
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
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