Etesian Wealth Advisors, Inc.
- SEC CIK
- 0001997586
- Latest filing
- Jul 23, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 25, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 115
- +3 vs. Q1 2024
- Portfolio value
- $177.9M
- +$3.61M (+2.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,387 | $322.3K | 0.2% | +213+3.4% | Added | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 15,391 | $322.1K | 0.2% | −10,287−40.1% | Reduced | History |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 6,897 | $319.5K | 0.2% | +6,897 | New | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 9,924 | $293.5K | 0.2% | +9,924 | New | – |
| TROWPrice T Rowe Group Inc | Stock | 2,526 | $291.3K | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 710 | $288.8K | 0.2% | 00.0% | Unchanged | History |
| LOWLowes Companies Inc | Stock | 1,306 | $287.9K | 0.2% | 00.0% | Unchanged | History |
| PSAPublic Storage | COM | 1,000 | $287.6K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464287622 | RUS 1000 ETF | 940 | $279.7K | 0.2% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 422 | $277.3K | 0.2% | 00.0% | Unchanged | History |
| TXNTexas Instruments Inc | Stock | 1,413 | $274.9K | 0.2% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 3,555 | $251.7K | 0.1% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 218 | $230.2K | 0.1% | 00.0% | Unchanged | History |
| COPConocoPhillips | Stock | 1,959 | $224.1K | 0.1% | −50−2.5% | Reduced | History |
| WYWeyerhaeuser Co | COM NEW | 7,212 | $204.7K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.