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
VUG
Vanguard Growth ETF

ETFs
-59
- 8.7%
$433.97 - $484.08 $25.6K - $28.6K
619 $297M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-524
- 2.97%
$26.38 - $27.95 $13.8K - $14.6K
17.1K $468M
Blackrock Inc
-52
- 9.63%
N/A
488 $569M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.99K
- 2.24%
$17.81 - $18.39 $53.2K - $54.9K
130K $2.37B
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.19K
- 2.65%
$30.67 - $32.13 $36.6K - $38.3K
43.8K $1.38B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-155
- 5.7%
$185.88 - $207.44 $28.8K - $32.2K
2.56K $515M
PEP
Pepsico Inc

Consumer Defensive
-202
- 4.45%
$133.81 - $152.16 $27K - $30.7K
4.34K $609M
NEE
Nextera Energy Inc

Utilities
-118
- 3.59%
$69.77 - $77.54 $8.23K - $9.15K
3.17K $239M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-1.17K
- 2.13%
$17.13 - $17.98 $20.1K - $21.1K
53.8K $956M
HD
Home Depot, Inc.

Consumer Cyclical
-227
- 8.06%
$357.4 - $423.42 $81.1K - $96.1K
2.59K $1.05B
XOM
Exxon Mobil Corp

Energy
-61
- 1.09%
$105.83 - $117.22 $6.46K - $7.15K
5.56K $627M
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 2.75%
$215.01 - $273.02 $7.53K - $9.56K
1.24K $311M
ADM
Archer Daniels Midland CO

Consumer Defensive
-458
- 5.65%
$53.54 - $64.21 $24.5K - $29.4K
7.65K $457M
WMT
Walmart Inc.

Consumer Defensive
-1.15K
- 4.01%
$94.4 - $104.27 $108K - $119K
27.4K $2.83B
GS
Goldman Sachs Group Inc

Financial Services
-99
- 6.87%
$696.56 - $806.32 $69K - $79.8K
1.34K $1.07B
SRE
Sempra Energy

Utilities
-190
- 4.08%
$74.14 - $89.98 $14.1K - $17.1K
4.47K $402M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-8
- 1.01%
$404.94 - $499.99 $3.24K - $4K
786 $381M
VTI
Vanguard Total Stock Market Et

ETFs
-249
- 4.27%
$303.93 - $329.86 $75.7K - $82.1K
5.58K $1.83B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-185
- 0.77%
$53.81 - $57.52 $9.95K - $10.6K
24K $1.38B
ORI
Old Republic International Corp

Financial Services
-809
- 3.16%
$35.74 - $42.47 $28.9K - $34.4K
24.8K $1.05B
CVX
Chevron Corp

Energy
-146
- 1.48%
$145.57 - $161.83 $21.3K - $23.6K
9.72K $1.51B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-280
- 0.85%
$87.29 - $93.61 $24.4K - $26.2K
32.5K $3.04B
AVGO
Broadcom Inc.

Technology
-25
- 1.15%
$264.74 - $369.57 $6.62K - $9.24K
2.14K $707M
BAC
Bank Of America Corp

Financial Services
-286
- 0.74%
$44.92 - $52.42 $12.8K - $15K
38.5K $1.98B
NVDA
Nvidia Corp

Technology
-1.84K
- 8.97%
$153.3 - $186.58 $282K - $344K
18.7K $3.49B
JPM
Jpmorgan Chase & CO

Financial Services
-223
- 1.78%
$282.78 - $316.06 $63.1K - $70.5K
12.3K $3.88B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-51
- 0.65%
$567.77 - $614.76 $29K - $31.4K
7.8K $4.78B
GOOG
Alphabet Inc.

Communication Services
-62
- 0.97%
$175.16 - $255.24 $10.9K - $15.8K
6.31K $1.54B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-116
- 1.09%
$420.11 - $472.68 $48.7K - $54.8K
10.5K $4.91B
ABBV
Abb Vie Inc.

Healthcare
-81
- 0.82%
$184.85 - $231.54 $15K - $18.8K
9.74K $2.26B
ORCL
Oracle Corp

Technology
-357
- 3.84%
$218.96 - $328.33 $78.2K - $117K
8.94K $2.51B
AAPL
Apple Inc.

Technology
-502
- 1.6%
$202.38 - $256.87 $102K - $129K
30.9K $7.88B
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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