Etesian Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$221M
Signature - Title
Stanley Lochrie - President, Chief Compliance Officer
Location
West Linn, OR
Summary
This page shows a list of all the recent 13F filings made by Etesian Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Etesian Wealth Advisors, Inc. reported 140 stock holdings with total value $221M as of Q3 2024. Top holdings included MOAT, VEA, UCON, AAPL, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 140 $221M +$46.6M -$12.4M +$34.2M MOAT, VEA, UCON, AAPL, IJR 13F-HR 10/18/2024, 04:11 PM
Q2 2024 115 $178M +$11.6M -$6.92M +$4.68M VEA, IJR, AAPL, UCON, MOAT 13F-HR 7/25/2024, 11:41 AM
Q1 2024 112 $174M +$4.88M -$4.88M +$2.31K VEA, IJR, UCON, MOAT, SPY 13F-HR 4/12/2024, 05:56 PM
Q4 2023 110 $166M +$5.97M -$2.88M +$3.09M VEA, IJR, AAPL, UCON, SPY Restatement 1/16/2024, 04:13 PM
Q3 2023 106 $149M +$3.14M -$3.52M -$388K VEA, IJR, AAPL, UCON, SPY Restatement 1/16/2024, 04:11 PM
Q2 2023 107 $153M +$3.98M -$7.41M -$3.43M VEA, IJR, AAPL, SPY, UCON Restatement 1/16/2024, 04:09 PM
Q1 2023 105 $150M +$10.4M -$3.36M +$7.01M USFR, VEA, IJR, AAPL, SPY Restatement 1/16/2024, 04:07 PM
Q4 2022 104 $137M $0 $0 VEA, IJR, SPY, AAPL, FMB Restatement 1/16/2024, 04:05 PM