StockDriftsStockDriftsTop 50 Etesian Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 6.06% | 196.4K | $19.0M | +2.65%(+5.06K) | $71.58(+38.95%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 5.8% | 361.1K | $18.2M | -14.50%(-61.23K) | $50.29(+0.25%) | 2026-03-31 | |
| QGRW | WISDOMTREE TR | 5.03% | 294.8K | $15.8M | +3.31%(+9.46K) | $48.88(+34.06%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.78% | 233.7K | $15.0M | +1.58%(+3.63K) | $44.17(+59.90%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.48% | 567.1K | $14.0M | +0.64%(+3.58K) | $24.50(+1.69%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.14% | 19.8K | $13.0M | +4.25%(+809) | $543.26(+37.27%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.99% | 14.4K | $9.4M | +1.24%(+177) | $419.33(+77.02%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.68% | 144.6K | $8.4M | +3.68%(+5.13K) | $53.39(+24.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.44% | 30.1K | $7.6M | -0.47%(-143) | $138.21(+116.25%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 2.42% | 100.0K | $7.6M | +2.08%(+2.04K) | $65.87(+22.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.77% | +35.92% |
| Top 20 Holdings Unweighted | +11.98% | +40.42% |
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