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Home > Institutional Investor > Etesian Wealth Advisors, Inc. > Profile

Instuitional Investor - Etesian Wealth Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Etesian Wealth Advisors, Inc.
Portfolio Value $226,093,595
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vaneck Etf Trust
 145,778 $13,517,247 5.97%
2.
First Tr Exchng Traded Fd Vi
 409,485 $10,093,805 4.46%
3.
Ishares Trust
 IEF 14,877 $8,757,792 3.87%
4.
Vanguard Tax-Managed Fds
 179,092 $8,564,191 3.78%
5.
Apple Inc.
 AAPL 33,459 $8,378,803 3.7%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)