Etesian Wealth Advisors, Inc. Reduced Holdings in Q2 2025

Etesian Wealth Advisors, Inc.

  • $268 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-12K
- 17.38%
$90.56 - $109.49 $1.09M - $1.31M
57K $6.23B
AAPL
Apple Inc.

Technology
-186
- 0.59%
$172.42 - $223.89 $32.1K - $41.6K
31.4K $6.45B
PEP
Pepsico Inc

Consumer Defensive
-1.81K
- 28.44%
$128.02 - $151.37 $231K - $273K
4.54K $600M
MUB
Ishares National Muni Bond ETF

ETFs
-3.12K
- 21.48%
$102.31 - $105.8 $320K - $330K
11.4K $1.19B
ABBV
Abb Vie Inc.

Healthcare
-237
- 2.36%
$170.16 - $206.27 $40.3K - $48.9K
9.82K $1.82B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.54K
- 28.46%
$105.23 - $109.61 $267K - $278K
6.39K $700M
MCD
Mcdonalds Corp

Consumer Cyclical
-358
- 4.75%
$285.55 - $321.23 $102K - $115K
7.18K $2.1B
TM
Toyota Motor Corp

Consumer Cyclical
-1.36K
- 40.02%
$158.63 - $195.39 $216K - $266K
2.04K $351M
CVX
Chevron Corp

Energy
-46
- 0.46%
$133.73 - $168.51 $6.15K - $7.75K
9.87K $1.41B
ADBE
Adobe Inc.

Technology
-571
- 48.64%
$340.0 - $420.68 $194K - $240K
603 $233M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.09K
- 41.38%
$96.84 - $99.46 $202K - $207K
2.96K $293M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.51K
- 48.26%
$77.74 - $78.78 $195K - $198K
2.69K $212M
JNJ
Johnson & Johnson

Healthcare
-806
- 17.56%
$146.36 - $159.82 $118K - $129K
3.79K $578M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.41K
- 7.38%
$83.97 - $92.85 $119K - $131K
17.8K $1.57B
LLY
Eli Lilly & CO

Healthcare
-4
- 0.11%
$713.71 - $898.95 $2.85K - $3.6K
3.68K $2.87B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.32K
- 2.84%
$49.12 - $50.93 $114K - $118K
79.4K $3.96B
NKE
Nike, Inc.

Consumer Cyclical
-2.67K
- 41.08%
$53.27 - $72.04 $142K - $193K
3.84K $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-38
- 1.62%
$483.48 - $539.8 $18.4K - $20.5K
2.31K $1.12B
ORI
Old Republic International Corp

Financial Services
-2.49K
- 8.86%
$35.25 - $39.79 $87.7K - $99K
25.6K $984M
PG
Procter & Gamble CO

Consumer Defensive
-550
- 21.53%
$157.66 - $172.39 $86.7K - $94.8K
2K $319M
PRU
Prudential Financial Inc

Financial Services
-820
- 15.37%
$95.12 - $112.71 $78K - $92.4K
4.52K $485M
GILD
Gilead Sciences, Inc.

Healthcare
-811
- 6.57%
$96.91 - $113.0 $78.6K - $91.6K
11.5K $1.28B
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-8.71K
- 11.66%
$10.78 - $11.28 $93.9K - $98.2K
66K $734M
ADM
Archer Daniels Midland CO

Consumer Defensive
-2.95K
- 26.66%
$41.79 - $54.16 $123K - $160K
8.1K $428M
AFL
Aflac Inc

Financial Services
-552
- 7.3%
$99.77 - $112.45 $55.1K - $62.1K
7.01K $739M
MDT
Medtronic PLC

Healthcare
-765
- 8.53%
$80.68 - $88.86 $61.7K - $68K
8.21K $715M
T
At&T Inc.

Communication Services
-3.23K
- 25.27%
$26.33 - $28.94 $85.2K - $93.6K
9.57K $277M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19
- 2.34%
$390.26 - $489.06 $7.41K - $9.29K
794 $322M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-1.63K
- 25.4%
N/A
4.78K $240M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-4.48K
- 8.46%
$18.65 - $19.82 $83.6K - $88.9K
48.5K $961M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-5.94K
- 4.28%
$16.93 - $17.81 $101K - $106K
133K $2.37B
HD
Home Depot, Inc.

Consumer Cyclical
-197
- 6.54%
$335.24 - $380.78 $66K - $75K
2.82K $1.03B
DOV
Dover Corp

Industrials
-729
- 7.3%
$151.14 - $186.7 $110K - $136K
9.26K $1.7B
QCOM
Qualcomm Inc

Technology
-606
- 8.18%
$124.66 - $159.48 $75.5K - $96.6K
6.8K $1.08B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-2.09K
- 11.54%
$27.29 - $29.28 $57.1K - $61.3K
16K $470M
ABT
Abbott Laboratories

Healthcare
-673
- 5.83%
$123.95 - $138.08 $83.4K - $92.9K
10.9K $1.48B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.84K
- 10.51%
$24.38 - $30.18 $215K - $267K
75.2K $2.27B
GLDM
World Gold Trust

ETFs
-1.19K
- 14.5%
$58.96 - $67.97 $70.2K - $81K
7.02K $460M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-396
- 12.72%
$149.76 - $186.42 $59.3K - $73.8K
2.72K $507M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.77K
- 15.24%
$39.89 - $49.46 $70.5K - $87.4K
9.83K $486M
MMM
3 M CO

Industrials
-292
- 11.25%
$126.09 - $154.15 $36.8K - $45K
2.3K $351M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.35K
- 12.26%
$55.54 - $69.09 $131K - $162K
16.8K $1.16B
VT
Vanguard Total World Stk Index

ETFs
-517
- 16.46%
$103.16 - $128.52 $53.3K - $66.4K
2.62K $337M
PFF
Ishares Trust Ishares Pfd And

ETFs
-661
- 1.45%
$29.0 - $30.68 $19.2K - $20.3K
45K $1.38B
SMOT
Vaneck ETF Tr Morningstar Smid
-1.04K
- 12.69%
N/A
7.15K $249M
WM
Waste Management Inc

Industrials
-48
- 2.17%
$216.47 - $242.1 $10.4K - $11.6K
2.16K $495M
V
Visa Inc.

Financial Services
-116
- 2.07%
$308.27 - $373.31 $35.8K - $43.3K
5.49K $1.95B
NEE
Nextera Energy Inc

Utilities
-136
- 3.98%
$64.11 - $75.0 $8.72K - $10.2K
3.28K $228M
CRM
Salesforce, Inc.

Technology
-131
- 2.6%
$236.26 - $291.15 $31K - $38.1K
4.91K $1.34B
Activity Summary
Buys All Purchases 41 New Holdings 4 Increased Positions 37 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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