Etesian Wealth Advisors, Inc. Incresed Positions 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
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
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
AAPL
Apple Inc.

Technology
796
+ 2.38%
$207.23 - $234.82 $165K - $187K
34.2K $7.98B
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
4.02K
+ 22.82%
$161.02 - $200.0 $647K - $804K
21.6K $4.03B
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
MCD
Mcdonalds Corp

Consumer Cyclical
52
+ 0.66%
$245.82 - $304.51 $12.8K - $15.8K
7.87K $2.4B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.63K
+ 40.41%
$54.98 - $59.51 $310K - $335K
19.6K $1.16B
VNQ
Vanguard Specialized Funds Van

ETFs
500
+ 2.33%
$82.97 - $98.97 $41.5K - $49.5K
22K $2.14B
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
ORCL
Oracle Corp

Technology
11
+ 0.11%
$125.9 - $170.35 $1.38K - $1.87K
9.88K $1.68B
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 0.26%
$801.83 - $917.05 $14.4K - $16.5K
7.04K $6.24B
CTAS
Cintas Corp

Industrials
5.52K
+ 300.0%
$201.38 - $819.83 $1.11M - $4.53M
7.36K $1.52B
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 0.76%
$333.64 - $405.2 $7.67K - $9.32K
3.05K $1.24B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.4K
+ 31.48%
$49.7 - $56.11 $169K - $191K
14.2K $780M
CEG
Constellation Energy Corp

Utilities
1
+ 0.03%
$167.08 - $262.86 $167 - $263
3.01K $783M
AVUV
American Centy ETF Tr Avantis

ETFs
624
+ 3.37%
$88.24 - $99.7 $55.1K - $62.2K
19.2K $1.84B
NFLX
Netflix Inc

Communication Services
161
+ 12.27%
$598.55 - $722.26 $96.4K - $116K
1.47K $1.04B
V
Visa Inc.

Financial Services
154
+ 2.79%
$253.74 - $291.56 $39.1K - $44.9K
5.68K $1.56B
IWB
Ishares Tr Russell 1000 ETF

ETFs
301
+ 32.02%
$283.28 - $314.39 $85.3K - $94.6K
1.24K $390M
GUNR
Flexshares Tr Morningstar Glob

ETFs
1.21K
+ 2.54%
$38.51 - $41.48 $46.4K - $50K
48.6K $2.01B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.33K
+ 8.02%
$17.02 - $18.39 $56.7K - $61.3K
44.9K $819M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
718
+ 1.89%
$41.95 - $43.42 $30.1K - $31.2K
38.8K $1.68B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
376
+ 2.89%
$41.9 - $48.26 $15.8K - $18.1K
13.4K $641M
WY
Weyerhaeuser CO

Real Estate
266
+ 3.69%
$27.05 - $33.84 $7.2K - $9K
7.48K $253M
AVGO
Broadcom Inc.

Technology
1.91K
+ 929.27%
$136.27 - $1745.86 $260K - $3.33M
2.11K $364M
ADM
Archer Daniels Midland CO

Consumer Defensive
141
+ 1.12%
$57.96 - $65.72 $8.17K - $9.27K
12.7K $760M
COP
Conocophillips

Energy
90
+ 4.59%
$102.3 - $116.61 $9.21K - $10.5K
2.05K $216M
INTU
Intuit Inc

Technology
2
+ 0.47%
$602.97 - $670.49 $1.21K - $1.34K
424 $263M
NVDA
Nvidia Corp

Technology
225
+ 0.93%
$98.91 - $134.91 $22.3K - $30.4K
24.4K $2.96B
GOOG
Alphabet Inc.

Communication Services
334
+ 4.7%
$149.54 - $192.66 $49.9K - $64.3K
7.44K $1.24B
CVX
Chevron Corp

Energy
46
+ 0.5%
$137.88 - $161.97 $6.34K - $7.45K
9.23K $1.36B
GOOGL
Alphabet Inc.

Communication Services
312
+ 3.87%
$148.65 - $191.18 $46.4K - $59.6K
8.38K $1.39B
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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