Etesian Wealth Advisors, Inc.
- SEC CIK
- 0001997586
- 最新申報
- 2026/7/23
2022 年第 4 季持倉
持倉截至 2022/12/31，2024/1/16 申報。只含多頭部位。
- 持股檔數
- 104
- 2022 年第 3 季沒有申報
- 總值
- $1.37 億
- 2022 年第 3 季沒有申報
Etesian Wealth Advisors, Inc. 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 152,902 | $641.7 萬 | 4.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 64,112 | $606.8 萬 | 4.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,765 | $449.9 萬 | 3.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 32,735 | $425.3 萬 | 3.1% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 80,156 | $401.7 萬 | 2.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 145,302 | $350.3 萬 | 2.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 31,971 | $337.4 萬 | 2.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,269 | $331.8 萬 | 2.4% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 125,272 | $296.5 萬 | 2.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,784 | $258.6 萬 | 1.9% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 38,924 | $255.5 萬 | 1.9% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 150,559 | $252.9 萬 | 1.8% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 34,825 | $226.0 萬 | 1.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 192,524 | $215.2 萬 | 1.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 8,049 | $212.1 萬 | 1.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 15,559 | $208.6 萬 | 1.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,376 | $201.0 萬 | 1.5% | – | – | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 39,625 | $199.2 萬 | 1.5% | – | – | – |
| PEPPepsiCo Inc | Stock | 10,847 | $196.0 萬 | 1.4% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 20,003 | $189.6 萬 | 1.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,175 | $189.3 萬 | 1.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,649 | $188.3 萬 | 1.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,187 | $187.0 萬 | 1.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,603 | $184.3 萬 | 1.3% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 44,818 | $183.3 萬 | 1.3% | – | – | – |
| CVXChevron Corp | Stock | 9,857 | $176.9 萬 | 1.3% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 21,385 | $176.4 萬 | 1.3% | – | – | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 96,673 | $176.0 萬 | 1.3% | – | – | – |
| EXCExelon Corp | Stock | 40,694 | $175.9 萬 | 1.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 14,739 | $172.5 萬 | 1.3% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 19,470 | $167.2 萬 | 1.2% | – | – | 歷史 |
| DOVDOVER Corp | COM | 12,145 | $164.5 萬 | 1.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 35,017 | $161.0 萬 | 1.2% | – | – | – |
| BACBank of America Corp | Stock | 45,992 | $152.3 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 48,437 | $147.9 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,272 | $145.1 萬 | 1.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 53,921 | $142.5 萬 | 1.0% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 12,628 | $138.6 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 6,523 | $135.5 萬 | 1.0% | – | – | 歷史 |
| ORIOld Republic International Corp | COM | 52,304 | $126.3 萬 | 0.9% | – | – | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 13,354 | $124.0 萬 | 0.9% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,480 | $121.4 萬 | 0.9% | – | – | 歷史 |
| BABoeing Co | Stock | 6,319 | $120.4 萬 | 0.9% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 11,380 | $120.0 萬 | 0.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,073 | $118.1 萬 | 0.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 22,620 | $113.4 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 14,027 | $104.5 萬 | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,147 | $99.4 萬 | 0.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,500 | $91.6 萬 | 0.7% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 11,760 | $91.4 萬 | 0.7% | – | – | 歷史 |
| AFLAflac Inc | Stock | 12,668 | $91.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,455 | $90.8 萬 | 0.7% | – | – | – |
| DISWalt Disney Co | Stock | 10,294 | $89.4 萬 | 0.7% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 8,013 | $88.1 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 38,592 | $86.4 萬 | 0.6% | – | – | – |
| ORCLOracle Corp | Stock | 10,522 | $86.0 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,643 | $85.5 萬 | 0.6% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 19,509 | $84.8 萬 | 0.6% | – | – | – |
| CTASCintas Corp | Stock | 1,862 | $84.1 萬 | 0.6% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 8,289 | $82.4 萬 | 0.6% | – | – | 歷史 |
| MMM3M Co | Stock | 6,765 | $81.1 萬 | 0.6% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 29,111 | $78.7 萬 | 0.6% | – | – | – |
| TMToyota Motor Corp | ADS | 5,731 | $78.3 萬 | 0.6% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 9,512 | $72.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,908 | $71.7 萬 | 0.5% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 4,460 | $70.4 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 7,873 | $69.5 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,200 | $68.6 萬 | 0.5% | – | – | – |
| ZDZiff Davis, Inc. | COM | 8,600 | $68.0 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,485 | $66.4 萬 | 0.5% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 4,985 | $66.1 萬 | 0.5% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 6,926 | $64.5 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,807 | $64.1 萬 | 0.5% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 8,244 | $63.4 萬 | 0.5% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,825 | $62.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,654 | $61.0 萬 | 0.4% | – | – | – |
| BLKBlackRock, Inc. | COM | 798 | $56.6 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 30,508 | $56.2 萬 | 0.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 975 | $53.7 萬 | 0.4% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,247 | $53.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,504 | $52.8 萬 | 0.4% | – | – | – |
| FFord Motor Co | Stock | 45,147 | $52.5 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 971 | $51.5 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,505 | $51.2 萬 | 0.4% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,133 | $49.8 萬 | 0.4% | – | – | – |
| MCKMcKesson Corp | Stock | 1,321 | $49.6 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,376 | $46.3 萬 | 0.3% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 4,138 | $45.1 萬 | 0.3% | – | – | 歷史 |
| SRESempra | Stock | 2,740 | $42.3 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,379 | $40.7 萬 | 0.3% | – | – | 歷史 |
| CEGConstellation Energy Corp | Stock | 4,345 | $37.5 萬 | 0.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 2,318 | $36.4 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,919 | $35.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 7,051 | $33.4 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 5,706 | $31.6 萬 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,876 | $29.3 萬 | 0.2% | – | – | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 14,118 | $29.1 萬 | 0.2% | – | – | 歷史 |
| PSAPublic Storage | COM | 1,000 | $28.0 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,340 | $26.7 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,488 | $24.6 萬 | 0.2% | – | – | 歷史 |