Etesian Wealth Advisors, Inc. Reduced Holdings in Q1 2025

Etesian Wealth Advisors, Inc.

  • $232 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.84K
- 5.49%
$209.68 - $247.1 $385K - $454K
31.6K $7.02B
NVDA
Nvidia Corp

Technology
-3.13K
- 13.02%
$106.98 - $149.43 $335K - $468K
20.9K $2.27B
AMZN
Amazon Com Inc

Consumer Cyclical
-241
- 1.1%
$190.26 - $242.06 $45.9K - $58.3K
21.6K $4.12B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-9.77K
- 33.76%
$58.01 - $64.46 $567K - $630K
19.2K $1.19B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-106
- 0.98%
$360.07 - $417.26 $38.2K - $44.2K
10.7K $3.87B
CRM
Salesforce, Inc.

Technology
-17
- 0.34%
$268.36 - $359.95 $4.56K - $6.12K
5.04K $1.35B
BNDX
Vanguard Total International B

ETFs
-5.88K
- 45.26%
$48.33 - $49.5 $284K - $291K
7.11K $347M
ORCL
Oracle Corp

Technology
-57
- 0.6%
$139.81 - $186.47 $7.97K - $10.6K
9.41K $1.32B
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-13.9K
- 20.76%
$19.43 - $19.9 $270K - $276K
53K $1.04B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-3.26K
- 38.53%
$76.94 - $78.28 $251K - $256K
5.21K $408M
BAC
Bank Of America Corp

Financial Services
-2.81K
- 6.62%
$39.61 - $47.74 $111K - $134K
39.7K $1.66B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.66K
- 3.16%
$50.17 - $51.45 $134K - $137K
81.7K $4.12B
TM
Toyota Motor Corp

Consumer Cyclical
-577
- 14.52%
$176.53 - $195.35 $102K - $113K
3.4K $599M
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-3.41K
- 34.75%
N/A
6.4K $322M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-3.08K
- 37.06%
$53.35 - $58.68 $164K - $181K
5.24K $294M
DOV
Dover Corp

Industrials
-216
- 2.12%
$174.65 - $206.43 $37.7K - $44.6K
9.99K $1.75B
QCOM
Qualcomm Inc

Technology
-1.03K
- 12.22%
$151.94 - $175.86 $157K - $181K
7.41K $1.14B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-3.46K
- 43.41%
$44.68 - $46.49 $155K - $161K
4.52K $209M
VTI
Vanguard Total Stock Market Et

ETFs
-196
- 3.17%
$271.18 - $303.12 $53.2K - $59.4K
5.98K $1.64B
WMT
Walmart Inc.

Consumer Defensive
-600
- 1.85%
$84.5 - $105.05 $50.7K - $63K
31.9K $2.8B
PRU
Prudential Financial Inc

Financial Services
-745
- 12.25%
$105.04 - $122.33 $78.3K - $91.1K
5.34K $596M
NKE
Nike, Inc.

Consumer Cyclical
-581
- 8.19%
$63.29 - $81.72 $36.8K - $47.5K
6.51K $413M
INDA
Ishares Msci India Index Fund

ETFs
-1.87K
- 29.96%
$47.8 - $53.4 $89.2K - $99.6K
4.36K $225M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.16K
- 4.51%
$30.73 - $32.26 $66.3K - $69.6K
45.6K $1.4B
GLDM
World Gold Trust

ETFs
-3.48K
- 29.76%
$52.19 - $61.89 $182K - $215K
8.21K $508M
ADBE
Adobe Inc.

Technology
-61
- 4.94%
$377.84 - $464.11 $23K - $28.3K
1.17K $450M
CTAS
Cintas Corp

Industrials
-1.2K
- 16.33%
$182.09 - $208.14 $219K - $250K
6.15K $1.26B
PG
Procter & Gamble CO

Consumer Defensive
-507
- 16.56%
$158.56 - $176.26 $80.4K - $89.4K
2.55K $435M
HD
Home Depot, Inc.

Consumer Cyclical
-18
- 0.59%
$347.25 - $424.87 $6.25K - $7.65K
3.01K $1.1B
SMOT
Vaneck ETF Tr Morningstar Smid
-1.7K
- 17.23%
N/A
8.19K $268M
VB
Vanguard Small Cap ETF

ETFs
-117
- 4.66%
$217.89 - $252.64 $25.5K - $29.6K
2.39K $531M
VO
Vanguard Mid Cap ETF

ETFs
-101
- 1.86%
$251.87 - $277.95 $25.4K - $28.1K
5.34K $1.38B
CEG
Constellation Energy Corp

Utilities
-4
- 0.16%
$201.63 - $347.44 $807 - $1.39K
2.46K $495M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.96K
- 9.76%
$28.55 - $29.09 $56K - $57.1K
18.1K $523M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-645
- 6.74%
$105.1 - $109.61 $67.8K - $70.7K
8.93K $970M
ADM
Archer Daniels Midland CO

Consumer Defensive
-464
- 4.03%
$45.22 - $52.17 $21K - $24.2K
11.1K $531M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 5.79%
$497.6 - $606.74 $24.9K - $30.3K
813 $405M
IEF
Ishares Barclays

ETFs
-643
- 10.84%
$91.17 - $95.39 $58.6K - $61.3K
5.29K $504M
JNJ
Johnson & Johnson

Healthcare
-955
- 17.22%
$142.06 - $167.7 $136K - $160K
4.59K $761M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.06K
- 1.39%
$11.22 - $11.8 $11.8K - $12.5K
74.7K $838M
JPUS
Jpmorgan Diversified Return Us

ETFs
-341
- 6.63%
$111.89 - $119.08 $38.2K - $40.6K
4.8K $553M
JPIB
Jpmorgan International Bond Op

ETFs
-776
- 9.0%
$46.97 - $48.35 $36.4K - $37.5K
7.84K $376M
PEP
Pepsico Inc

Consumer Defensive
-111
- 1.72%
$142.64 - $156.42 $15.8K - $17.4K
6.35K $952M
T
At&T Inc.

Communication Services
-4.32K
- 25.24%
$21.56 - $28.28 $93.2K - $122K
12.8K $362M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-945
- 7.53%
$42.5 - $46.71 $40.2K - $44.1K
11.6K $525M
VUG
Vanguard Growth ETF

ETFs
-1
- 0.15%
$369.1 - $427.61 $369 - $428
678 $251M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-557
- 9.88%
$50.39 - $50.66 $28.1K - $28.2K
5.08K $257M
VT
Vanguard Total World Stk Index

ETFs
-181
- 5.45%
$115.08 - $123.97 $20.8K - $22.4K
3.14K $364M
AFL
Aflac Inc

Financial Services
-741
- 8.92%
$100.99 - $111.19 $74.8K - $82.4K
7.56K $841M
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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