Etesian Wealth Advisors, Inc. Reduced Holdings in Q4 2024

Etesian Wealth Advisors, Inc.

  • $226 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-59.5K
- 44.0%
$11.42 - $12.5 $679K - $744K
75.7K $873M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
-31.4K
- 31.95%
$19.42 - $19.79 $610K - $621K
66.9K $1.3B
MUB
Ishares National Muni Bond ETF

ETFs
-5.49K
- 27.42%
$105.78 - $108.7 $581K - $597K
14.5K $1.55B
LLY
Eli Lilly & CO

Healthcare
-96
- 2.4%
$727.2 - $932.06 $69.8K - $89.5K
3.9K $3.01B
NKE
Nike, Inc.

Consumer Cyclical
-4.88K
- 40.75%
$73.36 - $89.13 $358K - $435K
7.09K $537M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.76K
- 14.13%
$58.88 - $64.8 $280K - $309K
29K $1.71B
JPUS
Jpmorgan Diversified Return Us

ETFs
-3.47K
- 40.32%
$114.05 - $123.77 $396K - $430K
5.14K $587M
JPIB
Jpmorgan International Bond Op

ETFs
-8.36K
- 49.23%
$47.26 - $48.47 $395K - $405K
8.62K $407M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-18.9K
- 12.8%
$17.65 - $18.18 $334K - $344K
129K $2.28B
JNJ
Johnson & Johnson

Healthcare
-1.24K
- 18.32%
$143.34 - $165.86 $178K - $206K
5.55K $802M
MMM
3 M CO

Industrials
-1.72K
- 36.36%
$124.74 - $137.12 $214K - $236K
3.01K $388M
PEP
Pepsico Inc

Consumer Defensive
-702
- 9.81%
$151.29 - $176.1 $106K - $124K
6.46K $982M
CEG
Constellation Energy Corp

Utilities
-551
- 18.29%
$224.28 - $285.52 $124K - $157K
2.46K $551M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.3K
- 8.25%
$31.23 - $33.51 $134K - $144K
47.8K $1.5B
TM
Toyota Motor Corp

Consumer Cyclical
-1.52K
- 27.7%
$169.2 - $199.52 $258K - $304K
3.97K $773M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-2.62K
- 23.98%
$54.29 - $59.49 $142K - $156K
8.32K $457M
QCOM
Qualcomm Inc

Technology
-277
- 3.18%
$150.4 - $178.04 $41.7K - $49.3K
8.44K $1.3B
EXC
Exelon Corp

Utilities
-1.84K
- 4.75%
$36.22 - $40.97 $66.5K - $75.3K
36.9K $1.39B
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.21K
- 9.48%
$49.38 - $59.52 $59.6K - $71.8K
11.5K $582M
CTAS
Cintas Corp

Industrials
-10
- 0.14%
$182.7 - $226.47 $1.83K - $2.26K
7.35K $1.34B
F
Ford Motor CO

Consumer Cyclical
-14.8K
- 49.87%
$9.69 - $11.4 $144K - $169K
14.9K $147M
ADBE
Adobe Inc.

Technology
-145
- 10.51%
$437.39 - $552.96 $63.4K - $80.2K
1.24K $549M
HYGV
Flexshares Tr High Yield Value

ETFs
-3.19K
- 13.87%
$40.53 - $41.51 $129K - $132K
19.8K $805M
VXF
Vanguard Extended Market ETF

ETFs
-894
- 37.28%
$179.17 - $207.15 $160K - $185K
1.5K $286M
VT
Vanguard Total World Stk Index

ETFs
-1.12K
- 25.17%
$117.09 - $123.07 $131K - $137K
3.32K $390M
MCD
Mcdonalds Corp

Consumer Cyclical
-86
- 1.09%
$288.47 - $316.54 $24.8K - $27.2K
7.79K $2.26B
PG
Procter & Gamble CO

Consumer Defensive
-702
- 18.66%
$161.05 - $179.7 $113K - $126K
3.06K $513M
MDT
Medtronic PLC

Healthcare
-488
- 5.16%
$79.61 - $92.24 $38.8K - $45K
8.97K $717M
GILD
Gilead Sciences, Inc.

Healthcare
-2.86K
- 18.37%
$83.95 - $97.9 $240K - $280K
12.7K $1.17B
AFL
Aflac Inc

Financial Services
-500
- 5.68%
$100.37 - $115.27 $50.2K - $57.6K
8.31K $859M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.2K
- 12.44%
$77.02 - $78.58 $92.7K - $94.6K
8.47K $655M
ORCL
Oracle Corp

Technology
-408
- 4.13%
$165.41 - $192.43 $67.5K - $78.5K
9.47K $1.58B
PRU
Prudential Financial Inc

Financial Services
-726
- 10.67%
$114.59 - $129.52 $83.2K - $94K
6.08K $721M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-643
- 17.11%
$178.39 - $215.0 $115K - $138K
3.11K $601M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-857
- 6.39%
$44.04 - $49.49 $37.7K - $42.4K
12.5K $553M
DIS
Walt Disney CO

Communication Services
-1.4K
- 30.85%
$92.39 - $117.6 $130K - $165K
3.14K $350M
VO
Vanguard Mid Cap ETF

ETFs
-322
- 5.59%
$261.5 - $284.63 $84.2K - $91.7K
5.44K $1.44B
LQD
Ishares Iboxx $ Investment Gra

ETFs
-199
- 2.04%
$106.56 - $113.11 $21.2K - $22.5K
9.57K $1.02B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-637
- 12.41%
$68.25 - $75.42 $43.5K - $48K
4.5K $308M
T
At&T Inc.

Communication Services
-3.82K
- 18.22%
$21.22 - $23.88 $81K - $91.1K
17.1K $390M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.02K
- 11.37%
$45.17 - $47.23 $46.3K - $48.4K
7.98K $362M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-585
- 12.45%
$74.5 - $78.37 $43.6K - $45.8K
4.11K $307M
HD
Home Depot, Inc.

Consumer Cyclical
-22
- 0.72%
$385.02 - $431.37 $8.47K - $9.49K
3.03K $1.18B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-1.44K
- 6.7%
$28.6 - $29.27 $41.3K - $42.2K
20.1K $576M
INDA
Ishares Msci India Index Fund

ETFs
-349
- 5.31%
$52.64 - $58.16 $18.4K - $20.3K
6.23K $328M
Litman Gregory Fds Tr
-4.77K
- 28.54%
N/A
11.9K $109M
VB
Vanguard Small Cap ETF

ETFs
-259
- 9.35%
$233.76 - $261.58 $60.5K - $67.7K
2.51K $603M
ORI
Old Republic International Corp

Financial Services
-1.93K
- 6.07%
$34.4 - $38.98 $66.2K - $75K
29.8K $1.08B
IEF
Ishares Barclays

ETFs
-111
- 1.84%
$92.08 - $98.18 $10.2K - $10.9K
5.93K $548M
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
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