Executive Wealth Management
Latest statistics and disclosures from Executive Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITOT, VMBS, GIGB, AAPL, VGIT, and represent 19.59% of Executive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BLK (+$11M), LMT (+$7.2M), QQQM (+$5.5M), MDYV (+$5.2M), UUP (+$5.1M), GLDM (+$5.1M), XHLF (+$5.1M), CORT, XOM, UNP.
- Started 20 new stock positions in BMY, GNOM, DGRW, EMXC, HCA, COP, SRE, FSLR, LRCX, WFC. BLK, NDAQ, ANET, UUP, LMT, MDYG, IBM, GLDM, ETV, MDYV.
- Reduced shares in these 10 stocks: EMR (-$11M), ELV (-$11M), VWO (-$6.6M), USMV (-$5.7M), IAU (-$5.6M), ACWV (-$5.5M), USRT (-$5.2M), CP, WMT, FTNT.
- Sold out of its positions in AMRN, ELV, Arista Networks, BWA, CP, CVX, DE, JBHT, RSP, ACWV.
- Executive Wealth Management was a net buyer of stock by $11M.
- Executive Wealth Management has $1.3B in assets under management (AUM), dropping by 0.11%.
- Central Index Key (CIK): 0001542611
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Portfolio Holdings for Executive Wealth Management
Executive Wealth Management holds 255 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 5.2 | $66M | -2% | 516k | 128.60 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.0 | $51M | +2% | 1.1M | 45.34 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 3.9 | $50M | +2% | 1.1M | 45.08 |
|
| Apple (AAPL) | 3.8 | $48M | -4% | 193k | 250.36 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.7 | $35M | +2% | 603k | 57.99 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.7 | $35M | 397k | 87.89 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.7 | $34M | 1.0M | 33.35 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.3 | $29M | 425k | 68.96 |
|
|
| NVIDIA Corporation (NVDA) | 2.0 | $25M | -6% | 187k | 134.33 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.9 | $24M | 388k | 61.40 |
|
|
| Microsoft Corporation (MSFT) | 1.8 | $23M | +2% | 55k | 419.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 1.7 | $22M | -20% | 250k | 88.81 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $21M | 186k | 115.29 |
|
|
| Angel Oak Funds Trust Income Etf (CARY) | 1.7 | $21M | +2% | 1.0M | 20.59 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $21M | +2% | 267k | 77.97 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $18M | 143k | 127.55 |
|
|
| Meta Platforms Cl A (META) | 1.4 | $18M | 30k | 586.58 |
|
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.4 | $18M | 295k | 59.72 |
|
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 1.3 | $16M | +2% | 323k | 49.53 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.2 | $16M | +52% | 75k | 210.46 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.2 | $15M | 258k | 58.80 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.1 | $14M | 279k | 51.15 |
|
|
| Amazon (AMZN) | 1.0 | $13M | 60k | 219.39 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $13M | 54k | 242.13 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $12M | -9% | 49k | 239.71 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.9 | $12M | +9% | 173k | 66.79 |
|
| Analog Devices (ADI) | 0.9 | $11M | 53k | 212.75 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $11M | +2% | 228k | 48.38 |
|
| McDonald's Corporation (MCD) | 0.9 | $11M | 38k | 291.06 |
|
|
| Blackrock (BLK) | 0.8 | $11M | NEW | 10k | 1036.82 |
|
| Johnson & Johnson (JNJ) | 0.8 | $11M | +30% | 73k | 144.53 |
|
| Prologis (PLD) | 0.8 | $10M | +4% | 95k | 105.70 |
|
| Exxon Mobil Corporation (XOM) | 0.8 | $9.8M | +68% | 91k | 107.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $9.7M | +4% | 51k | 189.45 |
|
| Union Pacific Corporation (UNP) | 0.8 | $9.6M | +38% | 42k | 228.04 |
|
| Automatic Data Processing (ADP) | 0.7 | $9.5M | 33k | 291.98 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $9.4M | +2% | 87k | 107.88 |
|
| Republic Services (RSG) | 0.7 | $9.3M | 46k | 201.91 |
|
|
| Procter & Gamble Company (PG) | 0.7 | $9.1M | 54k | 168.11 |
|
|
| Travelers Companies (TRV) | 0.7 | $9.1M | 38k | 240.23 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.7 | $9.0M | +4% | 339k | 26.71 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.7 | $8.9M | 162k | 55.29 |
|
|
| Merck & Co (MRK) | 0.7 | $8.7M | -14% | 88k | 99.48 |
|
| Home Depot (HD) | 0.7 | $8.6M | -7% | 22k | 386.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.7 | $8.5M | +5% | 24k | 353.75 |
|
| Wal-Mart Stores (WMT) | 0.7 | $8.5M | -23% | 94k | 90.36 |
|
| Southern Company (SO) | 0.7 | $8.5M | +28% | 103k | 82.32 |
|
| Cummins (CMI) | 0.7 | $8.4M | -18% | 24k | 348.59 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $8.1M | -40% | 163k | 49.51 |
|
| Lincoln Electric Holdings (LECO) | 0.6 | $8.1M | +3% | 43k | 187.47 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.6 | $7.9M | +158% | 156k | 50.39 |
|
| Pepsi (PEP) | 0.6 | $7.8M | -3% | 51k | 152.64 |
|
| Marsh & McLennan Companies (MMC) | 0.6 | $7.8M | 37k | 211.79 |
|
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.6 | $7.8M | +2% | 168k | 46.24 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $7.7M | 15k | 527.00 |
|
|
| Visa Com Cl A (V) | 0.6 | $7.7M | +3% | 24k | 316.40 |
|
| Nextera Energy (NEE) | 0.6 | $7.6M | +25% | 106k | 71.62 |
|
| Amgen (AMGN) | 0.6 | $7.5M | +18% | 29k | 259.64 |
|
| Lockheed Martin Corporation (LMT) | 0.6 | $7.2M | NEW | 15k | 485.95 |
|
| Amdocs SHS (DOX) | 0.6 | $7.2M | 85k | 85.14 |
|
|
| United Parcel Service CL B (UPS) | 0.6 | $7.2M | 57k | 126.10 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.6 | $7.2M | -2% | 95k | 75.78 |
|
| Hershey Company (HSY) | 0.6 | $7.1M | +3% | 42k | 169.35 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $7.0M | +5% | 139k | 50.13 |
|
| Roper Industries (ROP) | 0.5 | $6.9M | 13k | 521.17 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $6.9M | 13k | 511.20 |
|
|
| Advanced Micro Devices (AMD) | 0.5 | $6.4M | 53k | 120.79 |
|
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.5 | $6.2M | +6% | 481k | 12.99 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $5.8M | 102k | 57.53 |
|
|
| Amphenol Corp Cl A (APH) | 0.4 | $5.5M | +64% | 80k | 69.45 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.4 | $5.3M | +2525% | 105k | 50.18 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.4 | $5.2M | NEW | 64k | 80.20 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.4 | $5.1M | -9% | 123k | 41.46 |
|
| Invesco Db Us Dlr Index Tr Bullish Fd (UUP) | 0.4 | $5.1M | NEW | 174k | 29.42 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $5.1M | NEW | 98k | 51.99 |
|
| Fortinet (FTNT) | 0.4 | $4.8M | -34% | 51k | 94.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.6M | 10k | 453.25 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $4.5M | 10k | 444.67 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.5M | -9% | 4.9k | 916.25 |
|
| Broadcom (AVGO) | 0.3 | $4.3M | +7% | 19k | 231.84 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.9M | 5.1k | 772.91 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $3.9M | +33% | 171k | 22.80 |
|
| TJX Companies (TJX) | 0.3 | $3.8M | 32k | 120.81 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.3 | $3.8M | +35% | 152k | 24.90 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.3 | $3.8M | +35% | 158k | 23.96 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.3 | $3.8M | +41% | 151k | 25.05 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.3 | $3.7M | +36% | 154k | 24.07 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.3 | $3.7M | +36% | 172k | 21.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.7M | +4% | 19k | 190.50 |
|
| Palo Alto Networks (PANW) | 0.3 | $3.7M | +98% | 20k | 181.95 |
|
| Emcor (EME) | 0.3 | $3.6M | +8% | 8.0k | 453.88 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.3 | $3.5M | +38% | 174k | 20.35 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $3.5M | +14% | 6.0k | 586.13 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.3 | $3.5M | +39% | 140k | 24.58 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.3 | $3.4M | +39% | 137k | 25.10 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $3.4M | +3% | 66k | 51.73 |
|
| salesforce (CRM) | 0.3 | $3.4M | 10k | 334.73 |
|
|
| Servicenow (NOW) | 0.3 | $3.4M | -3% | 3.2k | 1060.09 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $3.4M | 75k | 44.87 |
|
|
| Cloudflare Cl A Com (NET) | 0.3 | $3.4M | -6% | 31k | 107.68 |
|
| Cintas Corporation (CTAS) | 0.3 | $3.3M | -2% | 18k | 182.72 |
|
| Electronic Arts (EA) | 0.3 | $3.3M | +22% | 22k | 146.30 |
|
| Eaton Corp SHS (ETN) | 0.2 | $3.2M | +10% | 9.5k | 331.90 |
|
| Docusign (DOCU) | 0.2 | $3.1M | -9% | 34k | 89.94 |
|
| ResMed (RMD) | 0.2 | $3.0M | -4% | 13k | 228.71 |
|
| Monster Beverage Corp (MNST) | 0.2 | $2.9M | 54k | 52.56 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $2.8M | 13k | 221.00 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $2.8M | +12% | 52k | 53.05 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.7M | 50k | 54.52 |
|
|
| DTE Energy Company (DTE) | 0.2 | $2.6M | 22k | 120.75 |
|
|
| Hca Holdings (HCA) | 0.2 | $2.6M | NEW | 8.7k | 300.11 |
|
| Ansys (ANSS) | 0.2 | $2.4M | 7.1k | 337.34 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.2 | $2.3M | +7% | 28k | 81.58 |
|
| Doximity Cl A (DOCS) | 0.2 | $2.2M | -26% | 42k | 53.39 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.2M | +10% | 3.7k | 588.69 |
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.2 | $1.9M | +4% | 46k | 42.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.8M | -7% | 3.3k | 538.79 |
|
| UnitedHealth (UNH) | 0.1 | $1.7M | +213% | 3.4k | 506.00 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.7M | -3% | 20k | 86.02 |
|
| American Electric Power Company (AEP) | 0.1 | $1.6M | 17k | 92.23 |
|
|
| Stryker Corporation (SYK) | 0.1 | $1.6M | 4.4k | 360.04 |
|
|
| First Solar (FSLR) | 0.1 | $1.6M | NEW | 8.8k | 176.25 |
|
| American Centy Etf Tr Quality Divrsfed (QINT) | 0.1 | $1.5M | -2% | 32k | 47.83 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | 20k | 75.63 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | 8.9k | 169.31 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | -5% | 3.7k | 410.42 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.5M | -10% | 17k | 87.33 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.4M | +8% | 2.2k | 621.88 |
|
| Transmedics Group (TMDX) | 0.1 | $1.3M | +57% | 20k | 62.35 |
|
| Nike CL B (NKE) | 0.1 | $1.3M | -12% | 17k | 75.64 |
|
| Tesla Motors (TSLA) | 0.1 | $1.3M | +2% | 3.1k | 403.84 |
|
| Netflix (NFLX) | 0.1 | $1.2M | -4% | 1.3k | 891.32 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | 6.8k | 172.42 |
|
|
| Dt Midstream Common Stock (DTM) | 0.1 | $1.1M | 11k | 99.43 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $996k | +5% | 5.0k | 197.49 |
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $981k | +57% | 25k | 38.64 |
|
| Vaneck Ethereum Tr SHS (ETHV) | 0.1 | $978k | +8% | 20k | 48.82 |
|
| At&t (T) | 0.1 | $973k | 43k | 22.77 |
|
|
| Applied Materials (AMAT) | 0.1 | $935k | -5% | 5.8k | 162.64 |
|
| Sempra Energy (SRE) | 0.1 | $898k | NEW | 10k | 87.70 |
|
| Caterpillar (CAT) | 0.1 | $784k | 2.2k | 362.83 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $771k | 12k | 62.31 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $743k | 4.7k | 159.52 |
|
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.1 | $730k | -13% | 12k | 61.52 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $693k | -17% | 1.0k | 693.07 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $691k | -21% | 5.9k | 117.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $688k | -3% | 9.6k | 71.91 |
|
| Target Corporation (TGT) | 0.1 | $673k | -2% | 5.0k | 135.19 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.1 | $644k | +14% | 18k | 35.18 |
|
| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.0 | $632k | 64k | 9.88 |
|
|
| Emerson Electric (EMR) | 0.0 | $612k | -94% | 3.4k | 179.00 |
|
| Bk Nova Cad (BNS) | 0.0 | $610k | 11k | 53.72 |
|
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $606k | 11k | 57.32 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $606k | NEW | 5.5k | 110.53 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $602k | -6% | 6.5k | 92.44 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $571k | -2% | 5.4k | 106.05 |
|
| eBay (EBAY) | 0.0 | $558k | -5% | 9.0k | 61.95 |
|
| Cadence Design Systems (CDNS) | 0.0 | $553k | -4% | 1.8k | 300.46 |
|
| Enterprise Products Partners (EPD) | 0.0 | $534k | 17k | 31.36 |
|
|
| Abbvie (ABBV) | 0.0 | $530k | +2% | 3.0k | 177.68 |
|
| Oracle Corporation (ORCL) | 0.0 | $512k | +7% | 3.1k | 166.66 |
|
| Philip Morris International (PM) | 0.0 | $509k | 4.2k | 120.34 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $508k | +113% | 11k | 45.27 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $507k | -5% | 7.9k | 64.16 |
|
| Innovator Etfs Trust Equity Defi 2026 (AJAN) | 0.0 | $498k | -32% | 19k | 26.25 |
|
| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $487k | -2% | 6.2k | 79.13 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $486k | -2% | 1.1k | 425.66 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $483k | -13% | 6.5k | 74.02 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $479k | -2% | 2.5k | 190.88 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $464k | -4% | 8.1k | 57.41 |
|
| Micron Technology (MU) | 0.0 | $464k | -3% | 5.5k | 84.16 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $462k | NEW | 32k | 14.41 |
|
| Bank of America Corporation (BAC) | 0.0 | $454k | +2% | 10k | 43.95 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $444k | -5% | 1.5k | 289.74 |
|
| Tc Energy Corp (TRP) | 0.0 | $434k | 9.3k | 46.53 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $433k | +229% | 19k | 23.18 |
|
| Pfizer (PFE) | 0.0 | $429k | 16k | 26.56 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $424k | 6.4k | 66.65 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $423k | +203% | 18k | 23.68 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $421k | -24% | 1.0k | 401.70 |
|
| Tidal Tr Ii Yieldmax Univers (YMAX) | 0.0 | $419k | +75% | 25k | 16.95 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $411k | -35% | 8.5k | 48.33 |
|
| Parsons Corporation (PSN) | 0.0 | $406k | 4.4k | 92.25 |
|
|
| Entergy Corporation (ETR) | 0.0 | $405k | +100% | 5.3k | 75.83 |
|
| Ford Motor Company (F) | 0.0 | $404k | -8% | 41k | 9.90 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $401k | 25k | 16.27 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $399k | -14% | 4.1k | 96.89 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $397k | +12% | 3.4k | 115.72 |
|
| Coca-Cola Company (KO) | 0.0 | $392k | -5% | 6.3k | 62.26 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $387k | -6% | 4.4k | 87.00 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $386k | -94% | 6.5k | 59.00 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $378k | +6% | 2.8k | 135.35 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $374k | +13% | 8.5k | 44.18 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $373k | 1.7k | 224.40 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $366k | 3.5k | 103.44 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $356k | +14% | 3.9k | 91.26 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $354k | +10% | 7.0k | 50.37 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $349k | -19% | 5.2k | 67.51 |
|
| Cisco Systems (CSCO) | 0.0 | $349k | -8% | 5.9k | 59.20 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $349k | 1.6k | 215.47 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $347k | +170% | 13k | 27.32 |
|
| Boeing Company (BA) | 0.0 | $329k | +7% | 1.9k | 177.01 |
|
| Smurfit Westrock SHS (SW) | 0.0 | $323k | 6.0k | 53.86 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $313k | -2% | 16k | 19.59 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $309k | 4.9k | 63.47 |
|
|
| Paychex (PAYX) | 0.0 | $307k | +12% | 2.2k | 140.23 |
|
| Walt Disney Company (DIS) | 0.0 | $305k | +16% | 2.7k | 111.34 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $305k | -5% | 7.6k | 40.41 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $305k | NEW | 3.9k | 77.31 |
|
| Caci Intl Cl A (CACI) | 0.0 | $303k | 750.00 | 404.06 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $302k | -12% | 882.00 | 342.16 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $302k | +4% | 1.3k | 232.44 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $301k | +115% | 12k | 25.86 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $297k | 2.3k | 126.73 |
|
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $292k | 9.7k | 30.13 |
|
|
| International Business Machines (IBM) | 0.0 | $290k | NEW | 1.3k | 219.89 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $284k | NEW | 3.9k | 72.23 |
|
| Honeywell International (HON) | 0.0 | $284k | +10% | 1.3k | 225.86 |
|
| Zscaler Incorporated (ZS) | 0.0 | $279k | -5% | 1.5k | 180.41 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $275k | +3% | 2.7k | 100.59 |
|
| Altria (MO) | 0.0 | $271k | 5.2k | 52.30 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $271k | 7.2k | 37.53 |
|
|
| Lowe's Companies (LOW) | 0.0 | $271k | -7% | 1.1k | 246.74 |
|
| Enbridge (ENB) | 0.0 | $270k | 6.4k | 42.43 |
|
|
| Bce Com New (BCE) | 0.0 | $265k | 11k | 23.18 |
|
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $261k | +13% | 4.4k | 59.14 |
|
| FedEx Corporation (FDX) | 0.0 | $260k | 925.00 | 281.24 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $258k | -10% | 2.4k | 107.74 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $257k | 1.8k | 139.50 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $256k | NEW | 4.6k | 55.45 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $253k | 5.8k | 43.44 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $252k | -3% | 4.4k | 57.00 |
|
| Verizon Communications (VZ) | 0.0 | $251k | -6% | 6.3k | 39.99 |
|
| Gilead Sciences (GILD) | 0.0 | $249k | +2% | 2.7k | 92.36 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $245k | -33% | 2.4k | 100.36 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $242k | NEW | 3.0k | 80.93 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.0 | $236k | NEW | 2.7k | 86.88 |
|
| American Express Company (AXP) | 0.0 | $232k | +3% | 782.00 | 296.77 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $229k | -42% | 8.7k | 26.33 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $227k | 5.1k | 44.36 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $226k | NEW | 3.2k | 70.24 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $225k | -40% | 1.0k | 220.90 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $211k | -10% | 357.00 | 591.81 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $203k | -96% | 3.5k | 57.32 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $202k | -56% | 5.1k | 39.39 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $202k | NEW | 3.6k | 56.57 |
|
| ConocoPhillips (COP) | 0.0 | $202k | NEW | 2.0k | 99.19 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $157k | 15k | 10.46 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $140k | -7% | 32k | 4.43 |
|
| Global X Fds Genomic Biotech (GNOM) | 0.0 | $118k | NEW | 12k | 9.71 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $81k | 15k | 5.38 |
|
|
| Prospect Cap Corp Note 6.375% 3/0 | 0.0 | $27k | 27k | 0.99 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $0 | -15% | 8.3k | 0.00 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $0 | -39% | 1.4k | 0.00 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $0 | -53% | 1.7k | 0.00 |
|
Past Filings by Executive Wealth Management
SEC 13F filings are viewable for Executive Wealth Management going back to 2018
- Executive Wealth Management 2024 Q4 filed Feb. 13, 2025
- Executive Wealth Management 2024 Q3 restated filed Nov. 15, 2024
- Executive Wealth Management 2024 Q3 filed Nov. 1, 2024
- Executive Wealth Management 2024 Q2 filed Aug. 8, 2024
- Executive Wealth Management 2024 Q2 restated filed Aug. 8, 2024
- Executive Wealth Management 2024 Q1 filed May 13, 2024
- Executive Wealth Management 2023 Q4 filed Jan. 26, 2024
- Executive Wealth Management 2023 Q3 filed Nov. 7, 2023
- Executive Wealth Management 2023 Q2 filed Aug. 2, 2023
- Executive Wealth Management 2023 Q1 restated filed May 12, 2023
- Executive Wealth Management 2023 Q1 filed May 11, 2023
- Executive Wealth Management 2022 Q4 filed Feb. 13, 2023
- Executive Wealth Management 2022 Q3 filed Nov. 10, 2022
- Executive Wealth Management 2022 Q2 filed July 26, 2022
- Executive Wealth Management 2022 Q1 filed April 13, 2022
- Executive Wealth Management 2021 Q4 filed Feb. 3, 2022