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
TXN
Texas Instruments Inc

Technology
-7
- 0.5%
N/A
1.39K $249M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-229
- 4.35%
$95.85 - $99.25 $21.9K - $22.7K
5.04K $499M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-3.26K
- 3.73%
$25.81 - $28.52 $84.2K - $93K
84.1K $2.32B
MMM
3 M CO

Industrials
-413
- 13.73%
$129.7 - $155.12 $53.6K - $64.1K
2.6K $381M
UNH
Unitedhealth Group Inc

Healthcare
-43
- 4.71%
$461.52 - $548.18 $19.8K - $23.6K
870 $456M
XOM
Exxon Mobil Corp

Energy
-454
- 7.47%
$105.44 - $118.93 $47.9K - $54K
5.62K $669M
ORI
Old Republic International Corp

Financial Services
-1.68K
- 5.66%
$33.46 - $39.22 $56.3K - $66K
28.1K $1.1B
JPM
Jpmorgan Chase & CO

Financial Services
-200
- 1.5%
$225.19 - $279.95 $45K - $56K
13.2K $3.23B
LLY
Eli Lilly & CO

Healthcare
-215
- 5.51%
$725.72 - $929.72 $156K - $200K
3.69K $3.04B
CSCO
Cisco Systems, Inc.

Technology
-75
- 0.32%
$58.74 - $64.87 $4.41K - $4.87K
23.1K $1.43B
MCK
Mckesson Corp

Healthcare
-5
- 0.76%
$566.21 - $672.99 $2.83K - $3.36K
657 $442M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-970
- 1.83%
$36.6 - $39.56 $35.5K - $38.4K
52K $2.02B
MCD
Mcdonalds Corp

Consumer Cyclical
-253
- 3.25%
$279.74 - $321.29 $70.8K - $81.3K
7.53K $2.35B
IBM
International Business Machines Corp

Technology
-400
- 5.76%
$217.4 - $264.74 $87K - $106K
6.55K $1.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-39
- 1.63%
$442.66 - $534.52 $17.3K - $20.8K
2.35K $1.25B
V
Visa Inc.

Financial Services
-19
- 0.34%
$306.92 - $362.71 $5.83K - $6.89K
5.6K $1.96B
EFA
Ishares Tr Msci Eafe ETF

ETFs
-85
- 0.26%
$74.85 - $84.89 $6.36K - $7.22K
33.1K $2.71B
ABT
Abbott Laboratories

Healthcare
-233
- 1.98%
$111.1 - $140.22 $25.9K - $32.7K
11.5K $1.53B
CVX
Chevron Corp

Energy
-133
- 1.32%
$146.71 - $167.97 $19.5K - $22.3K
9.92K $1.66B
GILD
Gilead Sciences, Inc.

Healthcare
-364
- 2.86%
$89.14 - $117.41 $32.4K - $42.7K
12.3K $1.38B
EXC
Exelon Corp

Utilities
-1.34K
- 3.64%
$37.3 - $46.08 $50.1K - $61.9K
35.5K $1.64B
ABBV
Abb Vie Inc.

Healthcare
-25
- 0.25%
$169.2 - $216.66 $4.23K - $5.42K
10.1K $2.11B
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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