Etesian Wealth Advisors, Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $232 Billion distributed in 138 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $14.3B, First Tr ETF Viii Tcw Unconstr with a value of $11.3B, Vanguard Ftse Developed Market with a value of $10.1B, Ishares Core S&P 500 ETF with a value of $9.69B, and Wisdomtree Tr with a value of $7.65B.
Examining the 13F form we can see an increase of $5.9B in the current position value, from $226B to 232B.
Etesian Wealth Advisors, Inc. is based out at West Linn, OR
Below you can find more details about Etesian Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$232 Billion
ETFs: $136 Billion
Technology: $22.7 Billion
Financial Services: $12.4 Billion
Healthcare: $11.7 Billion
Consumer Defensive: $11.4 Billion
Consumer Cyclical: $9.45 Billion
Communication Services: $5.56 Billion
Industrials: $5.11 Billion
Other: $5.55 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
