Etesian Wealth Advisors, Inc. Purchases in Q3 2024

Etesian Wealth Advisors, Inc.

  • $221 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
45.1K
+ 59.51%
$85.84 - $85.84 $3.87M - $3.87M
121K $11.7B
IVV
Ishares Core S&P 500 ETF

ETFs
5.68K
+ 84.29%
$520.18 - $576.82 $2.96M - $3.28M
12.4K $7.17B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.67K
+ 346.76%
$475.2 - $527.7 $2.7M - $2.99M
7.31K $3.86B
Wisdomtree Tr
52.5K
+ 325.78%
N/A
68.7K $3.13B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
82.6K
+ 29.25%
$24.39 - $25.28 $2.01M - $2.09M
365K $9.17B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
33.7K
New
$58.03 - $65.37 $1.96M - $2.2M
33.7K $2.18B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
24.2K
+ 193.8%
$60.25 - $66.85 $1.46M - $1.61M
36.6K $2.42B
VTI
Vanguard Total Stock Market Et

ETFs
5.67K
New
$255.18 - $283.2 $1.45M - $1.61M
5.67K $1.61B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.88K
+ 16.54%
$517.38 - $573.86 $974K - $1.08M
13.3K $7.61B
VEA
Vanguard Ftse Developed Market

ETFs
16.3K
+ 10.23%
$47.6 - $53.31 $777K - $870K
176K $9.29B
MSFT
Microsoft Corp

Technology
2.97K
+ 28.52%
$395.15 - $467.56 $1.17M - $1.39M
13.4K $5.76B
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.3K
+ 187.07%
$89.91 - $101.33 $924K - $1.04M
15.8K $1.55B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.31K
+ 27.35%
$332.02 - $382.76 $768K - $885K
10.8K $4.04B
AAPL
Apple Inc.

Technology
796
+ 2.38%
$207.23 - $234.82 $165K - $187K
34.2K $7.98B
BNDX
Vanguard Total International B

ETFs
18.5K
New
$48.42 - $50.35 $894K - $929K
18.5K $928M
JCPB
J P Morgan Exchange Traded Fd

ETFs
18.2K
+ 263.59%
$45.87 - $48.53 $834K - $882K
25.1K $1.21B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.7K
+ 239.44%
$405.19 - $478.57 $689K - $814K
2.41K $1.11B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.6K
New
$60.84 - $67.51 $703K - $781K
11.6K $781M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.68K
New
$76.38 - $78.87 $739K - $763K
9.68K $761M
USFR
Wisdomtree Floating Rate Treas

ETFs
15.1K
+ 22.58%
$50.2 - $50.48 $756K - $761K
81.8K $4.11B
VO
Vanguard Mid Cap ETF

ETFs
2.55K
+ 79.3%
$237.84 - $263.83 $606K - $672K
5.76K $1.52B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
10.9K
New
$52.27 - $60.45 $572K - $661K
10.9K $649M
AMZN
Amazon Com Inc

Consumer Cyclical
4.02K
+ 22.82%
$161.02 - $200.0 $647K - $804K
21.6K $4.03B
GLDM
World Gold Trust

ETFs
11.7K
New
$46.2 - $53.01 $540K - $620K
11.7K $610M
IEF
Ishares Barclays

ETFs
6.04K
New
$92.67 - $99.14 $560K - $599K
6.04K $593M
FNDE
Schwab Fundamental Emerging Mk

ETFs
16.3K
+ 164.4%
$28.02 - $32.68 $457K - $533K
26.2K $847M
PFF
Ishares Trust Ishares Pfd And

ETFs
14.3K
+ 37.83%
$31.18 - $33.5 $446K - $479K
52.1K $1.73B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.99K
+ 78.56%
$75.88 - $83.21 $455K - $499K
13.6K $1.13B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5.27K
New
$96.25 - $101.98 $507K - $537K
5.27K $534M
VT
Vanguard Total World Stk Index

ETFs
4.44K
New
$107.72 - $119.96 $478K - $532K
4.44K $531M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.88K
New
$162.64 - $179.3 $468K - $516K
2.88K $516M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
10K
New
N/A
10K $505M
VXF
Vanguard Extended Market ETF

ETFs
2.4K
New
$163.98 - $182.92 $393K - $439K
2.4K $436M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
9K
New
$44.9 - $47.55 $404K - $428K
9K $425M
VOTE
Engine No 1 ETF Tr

ETFs
6.11K
New
$60.37 - $67.04 $369K - $410K
6.11K $410M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.24K
New
$44.24 - $49.47 $364K - $407K
8.24K $407M
MCD
Mcdonalds Corp

Consumer Cyclical
52
+ 0.66%
$245.82 - $304.51 $12.8K - $15.8K
7.87K $2.4B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
5.13K
New
$69.16 - $76.64 $355K - $393K
5.13K $386M
INDA
Ishares Msci India Index Fund

ETFs
6.58K
New
$54.86 - $59.22 $361K - $389K
6.58K $385M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.63K
+ 40.41%
$54.98 - $59.51 $310K - $335K
19.6K $1.16B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
4.7K
New
$74.26 - $78.84 $349K - $370K
4.7K $368M
VNQ
Vanguard Specialized Funds Van

ETFs
500
+ 2.33%
$82.97 - $98.97 $41.5K - $49.5K
22K $2.14B
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.53K
New
$71.45 - $75.64 $324K - $343K
4.53K $340M
IBM
International Business Machines Corp

Technology
9
+ 0.14%
$175.1 - $223.38 $1.58K - $2.01K
6.57K $1.45B
CRM
Salesforce, Inc.

Technology
816
+ 18.21%
$238.42 - $276.53 $195K - $226K
5.3K $1.45B
XLK
Technology Sector Spdr

ETFs
1.3K
New
$197.34 - $237.68 $257K - $309K
1.3K $294M
ORCL
Oracle Corp

Technology
11
+ 0.11%
$125.9 - $170.35 $1.38K - $1.87K
9.88K $1.68B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.52K
New
$71.86 - $78.56 $253K - $276K
3.52K $276M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 0.26%
$801.83 - $917.05 $14.4K - $16.5K
7.04K $6.24B
Activity Summary
Buys All Purchases 76 New Holdings 28 Increased Positions 48 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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