Etesian Wealth Advisors, Inc. Reduced Holdings in Q3 2025

Etesian Wealth Advisors, Inc.

  • $303 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-275
- 3.99%
$915.95 - $994.57 $252K - $274K
6.61K $6.12B
CRM
Salesforce, Inc.

Technology
-1.05K
- 21.32%
$231.66 - $273.65 $242K - $286K
3.86K $915M
DOV
Dover Corp

Industrials
-1.23K
- 13.25%
$165.59 - $190.9 $203K - $234K
8.03K $1.34B
NFLX
Netflix Inc

Communication Services
-97
- 7.08%
$1147.87 - $1297.18 $111K - $126K
1.27K $1.53B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.05K
- 12.37%
$108.46 - $120.63 $764K - $850K
49.9K $5.93B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-662
- 28.65%
$459.11 - $506.91 $304K - $336K
1.65K $829M
V
Visa Inc.

Financial Services
-591
- 10.77%
$332.09 - $358.86 $196K - $212K
4.9K $1.67B
MSFT
Microsoft Corp

Technology
-1.07K
- 7.75%
$491.09 - $535.64 $526K - $574K
12.8K $6.61B
BA
Boeing CO

Industrials
-1.29K
- 41.23%
$209.79 - $237.38 $271K - $307K
1.84K $398M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.01K
- 14.01%
$291.67 - $316.99 $293K - $319K
6.17K $1.88B
MDT
Medtronic PLC

Healthcare
-2.71K
- 33.07%
$87.67 - $95.74 $238K - $260K
5.49K $523M
ABT
Abbott Laboratories

Healthcare
-885
- 8.15%
$120.51 - $136.62 $107K - $121K
9.98K $1.34B
LLY
Eli Lilly & CO

Healthcare
-85
- 2.31%
$625.65 - $812.69 $53.2K - $69.1K
3.6K $2.74B
VNQ
Vanguard Specialized Funds Van

ETFs
-1.95K
- 8.13%
$88.47 - $93.24 $172K - $182K
22K $2.01B
IBM
International Business Machines Corp

Technology
-146
- 2.59%
$234.77 - $292.47 $34.3K - $42.7K
5.48K $1.55B
QCOM
Qualcomm Inc

Technology
-965
- 14.18%
$145.84 - $173.55 $141K - $167K
5.84K $971M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-6.95K
- 13.13%
$40.15 - $43.86 $279K - $305K
46K $2.01B
VO
Vanguard Mid Cap ETF

ETFs
-624
- 11.83%
$279.83 - $293.74 $175K - $183K
4.65K $1.37B
TM
Toyota Motor Corp

Consumer Cyclical
-764
- 37.51%
$167.86 - $202.79 $128K - $155K
1.27K $243M
IGM
Ishares Expanded Tech Sector E

ETFs
-1.35K
- 25.07%
$110.96 - $127.67 $149K - $172K
4.03K $507M
PRU
Prudential Financial Inc

Financial Services
-767
- 16.98%
$100.68 - $109.89 $77.2K - $84.3K
3.75K $389M
EXC
Exelon Corp

Utilities
-3.25K
- 9.87%
$42.73 - $45.54 $139K - $148K
29.7K $1.34B
AMZN
Amazon Com Inc

Consumer Cyclical
-436
- 2.05%
$211.65 - $238.24 $92.3K - $104K
20.8K $4.57B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-9.66K
- 14.64%
$11.15 - $11.87 $108K - $115K
56.3K $653M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-4.57K
- 9.42%
$19.7 - $20.2 $90K - $92.3K
43.9K $881M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-734
- 11.49%
$107.66 - $112.36 $79K - $82.5K
5.65K $630M
MMM
3 M CO

Industrials
-487
- 21.14%
$144.41 - $160.2 $70.3K - $78K
1.82K $282M
VB
Vanguard Small Cap ETF

ETFs
-424
- 18.52%
$237.58 - $259.17 $101K - $110K
1.87K $474M
JPUS
Jpmorgan Diversified Return Us

ETFs
-724
- 15.43%
$117.71 - $125.02 $85.2K - $90.5K
3.97K $492M
CAH
Cardinal Health Inc

Healthcare
-3
- 0.05%
$146.04 - $167.63 $438 - $503
5.6K $880M
ADP
Automatic Data Processing Inc

Industrials
-109
- 5.39%
$288.69 - $310.94 $31.5K - $33.9K
1.91K $562M
TXN
Texas Instruments Inc

Technology
-142
- 10.23%
N/A
1.25K $229M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-620
- 20.98%
$97.75 - $100.75 $60.6K - $62.5K
2.34K $234M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-815
- 15.95%
$50.47 - $50.74 $41.1K - $41.4K
4.3K $218M
T
At&T Inc.

Communication Services
-1.05K
- 11.01%
$26.94 - $29.62 $28.4K - $31.2K
8.51K $240M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-862
- 18.76%
$59.11 - $67.35 $51K - $58.1K
3.73K $248M
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.13K
- 2.48%
$46.37 - $47.77 $52.3K - $53.8K
44.4K $2.11B
JNJ
Johnson & Johnson

Healthcare
-820
- 21.66%
$155.17 - $185.42 $127K - $152K
2.97K $550M
MUB
Ishares National Muni Bond ETF

ETFs
-447
- 3.92%
$103.24 - $106.68 $46.1K - $47.7K
11K $1.17B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.32K
- 7.84%
$68.24 - $73.73 $90K - $97.2K
15.5K $1.14B
PG
Procter & Gamble CO

Consumer Defensive
-77
- 3.84%
$150.47 - $161.22 $11.6K - $12.4K
1.93K $296M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-447
- 2.52%
$85.01 - $90.35 $38K - $40.4K
17.3K $1.55B
GILD
Gilead Sciences, Inc.

Healthcare
-172
- 1.49%
$108.22 - $120.47 $18.6K - $20.7K
11.4K $1.26B
SMOT
Vaneck ETF Tr Morningstar Smid
-586
- 8.2%
N/A
6.56K $237M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-569
- 5.01%
$24.39 - $24.93 $13.9K - $14.2K
10.8K $266M
CEG
Constellation Energy Corp

Utilities
-75
- 3.5%
$298.82 - $354.89 $22.4K - $26.6K
2.07K $681M
VT
Vanguard Total World Stk Index

ETFs
-241
- 9.19%
$128.41 - $138.03 $30.9K - $33.3K
2.38K $328M
GLDM
World Gold Trust

ETFs
-1.05K
- 14.88%
$64.73 - $76.45 $67.6K - $79.9K
5.98K $457M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-347
- 2.16%
$28.95 - $29.73 $10K - $10.3K
15.7K $466M
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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