Etesian Wealth Advisors, Inc. Portfolio Holdings

Etesian Wealth Advisors, Inc.

  • $178 Billion
  • Q2 2024

Etesian Wealth Advisors, Inc. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $178 Billion distributed in 115 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $7.89B, Ishares Core S&P Sm Cap ETF with a value of $7.19B, Apple Inc. with a value of $7.04B, First Tr ETF Viii Tcw Unconstr with a value of $6.9B, and Vaneck Morningstar Wide Moat E with a value of $6.56B.

Examining the 13F form we can see an increase of $3.61B in the current position value, from $174B to 178B.

Etesian Wealth Advisors, Inc. is based out at West Linn, OR

Below you can find more details about Etesian Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $178 Billion
ETFs: $89.4 Billion
Technology: $24.3 Billion
Healthcare: $12.2 Billion
Financial Services: $11.6 Billion
Consumer Defensive: $11.1 Billion
Consumer Cyclical: $9.81 Billion
Communication Services: $6.71 Billion
Industrials: $5.98 Billion
Other: $5.46 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.34B
$322 Million 0.18% of portfolio
15,391
Q2 2024 Reduced 40.06%

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $178 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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