Etesian Wealth Advisors, Inc. Portfolio Holdings

Etesian Wealth Advisors, Inc.

  • $232 Billion
  • Q1 2025

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 $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 138
  • Current Value $232 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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