Etesian Wealth Advisors, Inc. Incresed Positions in Q4 2024

Etesian Wealth Advisors, Inc.

  • $226 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
24.9K
+ 20.58%
N/A
146K $13.5B
Wisdomtree Tr
31K
+ 45.08%
N/A
99.6K $4.91B
IVV
Ishares Core S&P 500 ETF

ETFs
2.45K
+ 19.75%
$570.51 - $610.59 $1.4M - $1.5M
14.9K $8.76B
USFR
Wisdomtree Floating Rate Treas

ETFs
20.9K
+ 25.52%
$50.23 - $50.46 $1.05M - $1.05M
103K $5.17B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
44.6K
+ 12.22%
$24.55 - $25.16 $1.09M - $1.12M
409K $10.1B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11.6K
+ 328.73%
$77.23 - $82.11 $893K - $950K
15.1K $1.17B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
19.7K
+ 53.83%
$58.46 - $65.6 $1.15M - $1.29M
56.3K $3.3B
AMZN
Amazon Com Inc

Consumer Cyclical
227
+ 1.05%
$180.88 - $232.93 $41.1K - $52.9K
21.9K $4.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.97K
+ 60.25%
$66.77 - $71.52 $465K - $498K
18.5K $1.28B
FMB
First Tr Exchange Traded Fd Ii

ETFs
10.4K
+ 14.08%
$50.62 - $52.07 $527K - $542K
84.4K $4.31B
FNDE
Schwab Fundamental Emerging Mk

ETFs
18.2K
+ 69.29%
$28.89 - $33.95 $525K - $617K
44.4K $1.29B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.73K
+ 81.76%
$49.03 - $53.35 $330K - $359K
15K $767M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.63K
+ 34.01%
$80.93 - $85.66 $375K - $397K
18.2K $1.48B
IWF
Ishares Russell 1000 Gr ETF

ETFs
49
+ 0.45%
$370.24 - $418.94 $18.1K - $20.5K
10.8K $4.34B
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.07K
+ 28.19%
$46.07 - $48.17 $326K - $341K
32.1K $1.48B
COST
Costco Wholesale Corp

Consumer Defensive
38
+ 0.54%
$873.59 - $994.69 $33.2K - $37.8K
7.08K $6.49B
SPY
Spdr S&P 500 ETF Trust

ETFs
91
+ 0.69%
$567.81 - $607.81 $51.7K - $55.3K
13.4K $7.82B
GOOGL
Alphabet Inc.

Communication Services
64
+ 0.76%
$161.86 - $196.66 $10.4K - $12.6K
8.45K $1.6B
VTI
Vanguard Total Stock Market Et

ETFs
503
+ 8.87%
$280.04 - $302.45 $141K - $152K
6.18K $1.79B
AVGO
Broadcom Inc.

Technology
109
+ 5.17%
$159.67 - $250.0 $17.4K - $27.3K
2.22K $514M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.26K
+ 8.4%
$42.33 - $43.3 $138K - $141K
42K $1.79B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.45K
+ 12.5%
$57.53 - $60.83 $141K - $149K
22K $1.27B
CVX
Chevron Corp

Energy
817
+ 8.85%
$141.15 - $162.53 $115K - $133K
10K $1.46B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.2K
+ 8.42%
$53.94 - $58.15 $64.5K - $69.5K
15.4K $868M
IBM
International Business Machines Corp

Technology
372
+ 5.66%
$204.9 - $238.04 $76.2K - $88.6K
6.95K $1.53B
MCK
Mckesson Corp

Healthcare
5
+ 0.76%
$482.27 - $628.5 $2.41K - $3.14K
662 $377M
AVUV
American Centy ETF Tr Avantis

ETFs
309
+ 1.61%
$94.37 - $106.41 $29.2K - $32.9K
19.5K $1.88B
META
Meta Platforms, Inc.

Communication Services
1
+ 0.04%
$554.08 - $632.68 $554 - $633
2.65K $1.55B
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
4.19K
+ 9.33%
$17.21 - $18.41 $72K - $77.1K
49K $846M
XLK
Technology Sector Spdr

ETFs
50
+ 3.84%
$220.26 - $241.44 $11K - $12.1K
1.35K $314M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.25K
+ 221.07%
$26.93 - $84.95 $141K - $446K
7.62K $208M
QUAL
Ishares Msci Usa Quality Facto

ETFs
45
+ 1.56%
$176.42 - $186.91 $7.94K - $8.41K
2.93K $521M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
973
+ 1.5%
$113.92 - $127.38 $111K - $124K
66K $7.61B
XOM
Exxon Mobil Corp

Energy
295
+ 5.1%
$105.51 - $125.37 $31.1K - $37K
6.08K $653M
NEE
Nextera Energy Inc

Utilities
45
+ 1.33%
$69.77 - $85.43 $3.14K - $3.84K
3.42K $245M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.39K
+ 8.84%
$87.1 - $98.49 $121K - $137K
17.2K $1.5B
MSFT
Microsoft Corp

Technology
118
+ 0.88%
$406.35 - $454.46 $47.9K - $53.6K
13.5K $5.69B
GUNR
Flexshares Tr Morningstar Glob

ETFs
4.34K
+ 8.93%
$36.15 - $41.9 $157K - $182K
53K $1.93B
VNQ
Vanguard Specialized Funds Van

ETFs
659
+ 3.0%
$87.85 - $98.6 $57.9K - $65K
22.6K $2.02B
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.58K
+ 4.98%
$75.1 - $82.99 $118K - $131K
33.2K $2.51B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.71K
+ 3.2%
$26.63 - $30.23 $72.2K - $82K
87.3K $2.33B
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.02%
$164.99 - $203.87 $330 - $408
10.1K $1.79B
VEA
Vanguard Ftse Developed Market

ETFs
3.09K
+ 1.76%
$47.57 - $52.44 $147K - $162K
179K $8.56B
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Etesian Wealth Advisors, Inc. Portfolio

Follow Etesian Wealth Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Etesian Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Etesian Wealth Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email