Etesian Wealth Advisors, Inc. Portfolio Holdings

Etesian Wealth Advisors, Inc.

  • $226 Billion
  • Q4 2024

Etesian Wealth Advisors, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 141 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 $13.5B, First Tr ETF Viii Tcw Unconstr with a value of $10.1B, Ishares Core S&P 500 ETF with a value of $8.76B, Vanguard Ftse Developed Market with a value of $8.56B, and Apple Inc. with a value of $8.38B.

Examining the 13F form we can see an increase of $5.2B in the current position value, from $221B to 226B.

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 $226 Billion
ETFs: $129 Billion
Technology: $26.3 Billion
Financial Services: $12.6 Billion
Consumer Defensive: $11.5 Billion
Healthcare: $10.8 Billion
Consumer Cyclical: $10.5 Billion
Communication Services: $6.42 Billion
Industrials: $5.48 Billion
Other: $5.41 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 141
  • Current Value $226 Billion
  • Prior Value $221 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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