Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ETESIAN WEALTH ADVISORS INC | 01-12-2024 | 12-31-2023 | 110 | 166,496,239 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 51 | $1,097,020 | 7,823 | 0.00 | 0.00 | 96 | 1.24 | 12-31-2023 |
| INTERNATIONAL BUSINESS MACHS | COM | 52 | $1,085,008 | 6,626 | 0.00 | 0.00 | -341 | -4.89 | 12-31-2023 |
| TOYOTA MOTOR CORP | ADS | 53 | $1,079,778 | 5,962 | 0.00 | 0.00 | 110 | 1.88 | 12-31-2023 |
| ORACLE CORP | COM | 54 | $1,062,637 | 10,001 | 0.00 | 0.00 | 251 | 2.57 | 12-31-2023 |
