Etesian Wealth Advisors, Inc.
RIA/Wealth
Etesian Wealth Advisors, Inc. is a RIA/Wealth based in West Linn, OR led by Stanley Clayton Lochrie, reporting $426.8M in AUM as of Q3 2025 with 70% ETF concentration.
PresidentStanley Clayton Lochrie
- Portfolio Value
- $302.8M
- Positions
- 133
- Top Holding
- USFR at 6.89%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Etesian Wealth Advisors, Inc.'s portfolio (41.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.9M | 6.89% | +$8.1M Bought | — 414.9K shares | |
ETF ETF | $18.8M | 6.19% | +$933.7K Bought | — 189.2K shares | |
ETF ETF | $14.4M | 4.77% | +$1.5M Bought | — 251.8K shares | |
ETF ETF | $13.8M | 4.57% | +$1.0M Bought | — 548.8K shares | |
ETF ETF | $13.3M | 4.40% | +$788.4K Bought | — 222.6K shares | |
ETF ETF | $12.6M | 4.18% | +$356.7K Bought | — 18.9K shares | |
ETF ETF | $9.2M | 3.05% | +$46.6K Bought | — 13.9K shares | |
Consumer Electronics Technology | $7.9M | 2.60% | -$127.8K Sold | 0.00% 30.9K shares | |
ETF ETF | $7.4M | 2.46% | +$2.2M Bought | — 125.7K shares | |
ETF ETF | $6.9M | 2.28% | +$1.1M Bought | — 148.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Etesian Wealth Advisors, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+587.97% | |
+183.28% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Etesian Wealth Advisors, Inc.
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