Etesian Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Etesian Wealth Advisors, Inc.

$303 Billion
Q3 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	161K + 63.42%	$50.23 - $50.48 $8.09M - $8.13M	415K $20.9B
WISDOMTREE TR	26.4K + 11.71%	N/A	252K $14.4B
DYNF	36.6K + 41.01%	$54.35 - $59.32 $1.99M - $2.17M	126K $7.44B
TCW ETF TRUST	59.5K + 587.97%	N/A	69.7K $2.77B
MOAT	9.42K + 5.24%	N/A	189K $18.8B
SPLG	17.4K + 37.56%	$72.65 - $78.68 $1.26M - $1.37M	63.7K $4.99B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FTHI	76K New	$22.76 - $23.92 $1.73M - $1.82M	76K $1.8B
IVW	2.24K New	$108.97 - $121.65 $244K - $273K	2.24K $271M
RAAX	7.46K New	$31.5 - $34.46 $235K - $257K	7.46K $257M
UNH	580 New	$237.77 - $353.61 $138K - $205K	580 $200M

Top Sells

Reduced Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	-275 - 3.99%	$915.95 - $994.57 $252K - $274K	6.61K $6.12B
CRM	-1.05K - 21.32%	$231.66 - $273.65 $242K - $286K	3.86K $915M
DOV	-1.23K - 13.25%	$165.59 - $190.9 $203K - $234K	8.03K $1.34B
NFLX	-97 - 7.08%	$1147.87 - $1297.18 $111K - $126K	1.27K $1.53B
IJR	-7.05K - 12.37%	$108.46 - $120.63 $764K - $850K	49.9K $5.93B
BRK-B	-662 - 28.65%	$459.11 - $506.91 $304K - $336K	1.65K $829M

Activity Summary All Purchases 39 New Holdings 4 Increased Positions 35 All Sells 83 Reductions 83 Sold out 0 Calls 0 Puts 0

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