Etesian Wealth Advisors, Inc.
- SEC CIK
- 0001997586
- Latest filing
- Jul 23, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Jan 16, 2024. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 107
- +2 vs. Q1 2023
- Portfolio value
- $153.2M
- +$2.99M (+2.0%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 710 | $242.1K | 0.2% | 00.0% | Unchanged | History |
| WYWeyerhaeuser Co | COM NEW | 7,212 | $241.7K | 0.2% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 522 | $239.2K | 0.2% | +522 | New | History |
| iShares Tr464287622 | RUS 1000 ETF | 940 | $229.1K | 0.1% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,964 | $219.3K | 0.1% | +3,964 | New | – |
| ORLYO Reilly Automotive Inc | Stock | 218 | $208.3K | 0.1% | +218 | New | History |
| COPConocoPhillips | Stock | 2,005 | $207.7K | 0.1% | +2,005 | New | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.