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, GSIE, and represent 19.77% of Executive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$66M), GIGB (+$51M), AAPL (+$47M), GSIE (+$37M), AVDE (+$26M), MSFT (+$23M), IJR (+$22M), VYM (+$19M), AVEM (+$17M), IAU (+$14M).
- Started 156 new stock positions in TRP, SCHA, SBUX, VPU, SHY, Vaneck Ethereum Tr, IVE, F, TJX, IBDU.
- Reduced shares in these 10 stocks: , CSCO (-$7.7M), SPMD (-$6.4M), , , IEUR (-$5.8M), J, STE, , NVDA.
- Sold out of its positions in BLK, FIVE, IEFA, IEUR, J, EETH, MDYG, UBER, WRK, USFR. MDT, STE.
- Executive Wealth Management was a net buyer of stock by $705M.
- Executive Wealth Management has $1.3B in assets under management (AUM), dropping by 133.80%.
- Central Index Key (CIK): 0001542611
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Portfolio Holdings for Executive Wealth Management
Executive Wealth Management holds 261 positions in its portfolio as reported in the September 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 | NEW | 527k | 125.62 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.0 | $52M | +2% | 1.1M | 47.21 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 4.0 | $51M | NEW | 1.1M | 47.32 |
|
| Apple (AAPL) | 3.7 | $47M | NEW | 203k | 233.00 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 2.9 | $37M | NEW | 1.0M | 36.17 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $36M | +2% | 587k | 60.42 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.6 | $34M | 404k | 82.94 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.3 | $29M | +21% | 314k | 91.31 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.2 | $28M | -3% | 417k | 67.51 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.1 | $26M | NEW | 391k | 67.03 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $24M | -6% | 200k | 121.44 |
|
| Microsoft Corporation (MSFT) | 1.8 | $23M | NEW | 54k | 430.30 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $22M | NEW | 186k | 116.96 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 1.7 | $21M | +4% | 1.0M | 21.19 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $21M | 260k | 79.42 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $19M | NEW | 145k | 128.20 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.4 | $18M | 295k | 60.20 |
|
|
| Meta Platforms Cl A (META) | 1.4 | $17M | +2% | 31k | 572.45 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.3 | $17M | NEW | 259k | 64.60 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 1.2 | $16M | +2% | 316k | 49.94 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $15M | 284k | 52.86 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 1.1 | $14M | NEW | 277k | 49.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $13M | 55k | 243.06 |
|
|
| Analog Devices (ADI) | 1.0 | $12M | NEW | 53k | 230.17 |
|
| Merck & Co (MRK) | 0.9 | $12M | +56% | 103k | 113.56 |
|
| Prologis (PLD) | 0.9 | $12M | 92k | 126.28 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $12M | 55k | 210.86 |
|
|
| McDonald's Corporation (MCD) | 0.9 | $12M | NEW | 38k | 304.51 |
|
| Amazon (AMZN) | 0.9 | $11M | NEW | 59k | 186.33 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $11M | NEW | 222k | 49.31 |
|
| Anthem (ELV) | 0.9 | $11M | NEW | 21k | 520.00 |
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.8 | $10M | NEW | 158k | 65.83 |
|
| Wal-Mart Stores (WMT) | 0.8 | $10M | NEW | 123k | 80.75 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $9.9M | 161k | 61.54 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.8 | $9.9M | +3% | 49k | 200.85 |
|
| Home Depot (HD) | 0.8 | $9.8M | NEW | 24k | 405.19 |
|
| Cummins (CMI) | 0.7 | $9.5M | NEW | 30k | 323.79 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $9.4M | NEW | 85k | 110.40 |
|
| Republic Services (RSG) | 0.7 | $9.4M | NEW | 47k | 200.84 |
|
| Procter & Gamble Company (PG) | 0.7 | $9.3M | NEW | 54k | 173.20 |
|
| Automatic Data Processing (ADP) | 0.7 | $9.1M | NEW | 33k | 276.73 |
|
| Johnson & Johnson (JNJ) | 0.7 | $9.1M | NEW | 56k | 162.06 |
|
| Pepsi (PEP) | 0.7 | $9.1M | NEW | 53k | 170.05 |
|
| Travelers Companies (TRV) | 0.7 | $8.9M | NEW | 38k | 234.12 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.7 | $8.9M | +10% | 324k | 27.34 |
|
| Advanced Micro Devices (AMD) | 0.7 | $8.7M | NEW | 53k | 164.08 |
|
| Marsh & McLennan Companies (MMC) | 0.7 | $8.3M | NEW | 37k | 223.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $8.1M | +13% | 49k | 165.85 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $8.1M | -5% | 23k | 353.48 |
|
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.6 | $8.0M | +2% | 164k | 49.06 |
|
| Lincoln Electric Holdings (LECO) | 0.6 | $8.0M | NEW | 42k | 192.02 |
|
| Amgen (AMGN) | 0.6 | $7.9M | NEW | 25k | 322.21 |
|
| Hershey Company (HSY) | 0.6 | $7.7M | NEW | 40k | 191.78 |
|
| United Parcel Service CL B (UPS) | 0.6 | $7.7M | NEW | 56k | 136.34 |
|
| Union Pacific Corporation (UNP) | 0.6 | $7.5M | NEW | 31k | 246.48 |
|
| Amdocs SHS (DOX) | 0.6 | $7.4M | +14% | 84k | 87.48 |
|
| Roper Industries (ROP) | 0.6 | $7.3M | NEW | 13k | 556.45 |
|
| Ss&c Technologies Holding (SSNC) | 0.6 | $7.2M | NEW | 97k | 74.21 |
|
| Southern Company (SO) | 0.6 | $7.2M | NEW | 80k | 90.18 |
|
| Emerson Electric (EMR) | 0.6 | $7.2M | NEW | 66k | 109.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $7.1M | 15k | 493.81 |
|
|
| Nextera Energy (NEE) | 0.6 | $7.1M | 84k | 84.53 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $6.7M | NEW | 132k | 51.12 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $6.7M | NEW | 14k | 488.08 |
|
| Visa Com Cl A (V) | 0.5 | $6.4M | 24k | 274.96 |
|
|
| Exxon Mobil Corporation (XOM) | 0.5 | $6.3M | +361% | 54k | 117.22 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.5 | $6.1M | +2% | 453k | 13.43 |
|
| Fortinet (FTNT) | 0.5 | $6.1M | NEW | 78k | 77.55 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $6.0M | +8% | 100k | 59.51 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.5 | $5.8M | NEW | 94k | 61.57 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $5.7M | NEW | 118k | 47.85 |
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.4 | $5.6M | NEW | 136k | 40.80 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.4 | $5.5M | NEW | 48k | 114.53 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $5.3M | +3% | 10k | 517.79 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $4.7M | 5.4k | 886.49 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.7M | NEW | 10k | 460.26 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.6M | NEW | 5.2k | 885.87 |
|
| Cintas Corporation (CTAS) | 0.3 | $3.8M | NEW | 18k | 205.88 |
|
| TJX Companies (TJX) | 0.3 | $3.7M | NEW | 32k | 117.54 |
|
| Palo Alto Networks (PANW) | 0.3 | $3.5M | NEW | 10k | 341.80 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $3.5M | NEW | 74k | 46.74 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $3.4M | +21% | 64k | 52.98 |
|
| ResMed (RMD) | 0.3 | $3.3M | NEW | 14k | 244.13 |
|
| Constellation Brands Cl A (STZ) | 0.3 | $3.3M | +18% | 13k | 257.69 |
|
| Amphenol Corp Cl A (APH) | 0.2 | $3.2M | NEW | 48k | 65.16 |
|
| Emcor (EME) | 0.2 | $3.1M | NEW | 7.3k | 430.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $3.1M | 18k | 167.19 |
|
|
| Canadian Pacific Kansas City (CP) | 0.2 | $3.1M | +6% | 36k | 85.54 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.0M | 5.3k | 573.76 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.2 | $3.0M | NEW | 128k | 23.51 |
|
| Broadcom (AVGO) | 0.2 | $3.0M | +3892% | 17k | 172.50 |
|
| Servicenow (NOW) | 0.2 | $3.0M | 3.3k | 894.45 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.2 | $2.9M | +248% | 113k | 25.53 |
|
| Monster Beverage Corp (MNST) | 0.2 | $2.9M | +17% | 55k | 52.17 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.9M | 8.6k | 331.44 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.2 | $2.8M | +259% | 116k | 24.37 |
|
| salesforce (CRM) | 0.2 | $2.8M | 10k | 273.72 |
|
|
| Corcept Therapeutics Incorporated (CORT) | 0.2 | $2.8M | NEW | 61k | 46.28 |
|
| DTE Energy Company (DTE) | 0.2 | $2.8M | NEW | 22k | 128.41 |
|
| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $2.8M | +257% | 126k | 22.17 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $2.7M | +295% | 113k | 24.30 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.7M | -70% | 50k | 54.68 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $2.7M | 34k | 80.89 |
|
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $2.7M | +299% | 107k | 25.10 |
|
| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.2 | $2.7M | +301% | 126k | 21.22 |
|
| Electronic Arts (EA) | 0.2 | $2.6M | NEW | 18k | 143.44 |
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.2 | $2.6M | NEW | 98k | 26.40 |
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| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.2 | $2.6M | +345% | 101k | 25.71 |
|
| Doximity Cl A (DOCS) | 0.2 | $2.5M | -6% | 57k | 43.57 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | NEW | 20k | 119.07 |
|
| Docusign (DOCU) | 0.2 | $2.3M | NEW | 38k | 62.09 |
|
| Ansys (ANSS) | 0.2 | $2.3M | +20% | 7.1k | 318.63 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $2.1M | -23% | 75k | 28.29 |
|
| Transmedics Group (TMDX) | 0.2 | $2.0M | -19% | 13k | 157.00 |
|
| Marvell Technology (MRVL) | 0.2 | $2.0M | NEW | 27k | 72.12 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | NEW | 3.4k | 576.81 |
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.2 | $1.9M | +10% | 44k | 43.49 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.9M | NEW | 3.5k | 527.61 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.8M | NEW | 19k | 98.10 |
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| American Electric Power Company (AEP) | 0.1 | $1.8M | NEW | 17k | 102.60 |
|
| Nike CL B (NKE) | 0.1 | $1.7M | NEW | 19k | 88.40 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $1.7M | 47k | 36.13 |
|
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| American Centy Etf Tr Quality Divrsfed (QINT) | 0.1 | $1.7M | NEW | 32k | 51.69 |
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| Lululemon Athletica (LULU) | 0.1 | $1.6M | NEW | 6.0k | 271.35 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.6M | NEW | 9.0k | 174.56 |
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| Stryker Corporation (SYK) | 0.1 | $1.6M | NEW | 4.3k | 361.30 |
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| BorgWarner (BWA) | 0.1 | $1.5M | NEW | 43k | 36.29 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.5M | NEW | 3.9k | 383.94 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $1.5M | NEW | 26k | 55.53 |
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| Applied Materials (AMAT) | 0.1 | $1.2M | NEW | 6.1k | 202.04 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $1.2M | +62% | 2.0k | 586.62 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | 6.8k | 153.12 |
|
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.0M | +28% | 1.2k | 833.24 |
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| Netflix (NFLX) | 0.1 | $979k | +67% | 1.4k | 709.27 |
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| At&t (T) | 0.1 | $933k | +44% | 42k | 22.00 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $856k | 9.7k | 87.80 |
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| Caterpillar (CAT) | 0.1 | $850k | NEW | 2.2k | 391.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $834k | NEW | 4.8k | 173.67 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.1 | $831k | NEW | 14k | 60.60 |
|
| Dt Midstream Common Stock (DTM) | 0.1 | $831k | +14% | 11k | 78.66 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $817k | +42% | 7.5k | 109.65 |
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| Target Corporation (TGT) | 0.1 | $795k | NEW | 5.1k | 155.85 |
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| Tesla Motors (TSLA) | 0.1 | $792k | 3.0k | 261.63 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $761k | NEW | 12k | 62.32 |
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| Ishares Tr Ishares 25+ Yr T (GOVZ) | 0.1 | $751k | NEW | 64k | 11.81 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $746k | NEW | 9.9k | 75.11 |
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| Innovator Etfs Trust Equity Defi 2026 (AJAN) | 0.1 | $736k | -12% | 28k | 26.09 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $731k | NEW | 20k | 37.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $706k | NEW | 4.7k | 151.61 |
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| Vaneck Ethereum Tr SHS | 0.1 | $704k | NEW | 19k | 38.02 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $685k | NEW | 7.0k | 98.12 |
|
| UnitedHealth (UNH) | 0.0 | $636k | +6% | 1.1k | 584.89 |
|
| Ishares Tr Grwt Allocat Etf (AOR) | 0.0 | $626k | NEW | 11k | 59.24 |
|
| eBay (EBAY) | 0.0 | $619k | NEW | 9.5k | 65.11 |
|
| Bk Nova Cad (BNS) | 0.0 | $619k | NEW | 11k | 54.49 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) | 0.0 | $605k | +95% | 16k | 38.00 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $600k | +32% | 16k | 37.17 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $597k | NEW | 5.5k | 108.18 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $595k | 13k | 45.32 |
|
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| Micron Technology (MU) | 0.0 | $591k | NEW | 5.7k | 103.70 |
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| Abbvie (ABBV) | 0.0 | $573k | +2% | 2.9k | 197.46 |
|
| Arista Networks (ANET) | 0.0 | $561k | NEW | 1.5k | 383.82 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.0 | $557k | +96% | 8.4k | 66.39 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $552k | NEW | 3.7k | 149.65 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $533k | NEW | 8.5k | 63.00 |
|
| Cadence Design Systems (CDNS) | 0.0 | $524k | NEW | 1.9k | 271.03 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $518k | NEW | 1.4k | 375.29 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $509k | NEW | 2.6k | 197.14 |
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| Philip Morris International (PM) | 0.0 | $508k | NEW | 4.2k | 121.41 |
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| Enterprise Products Partners (EPD) | 0.0 | $498k | NEW | 17k | 29.11 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $496k | 1.2k | 423.22 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.0 | $492k | 12k | 41.40 |
|
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $490k | NEW | 4.8k | 101.28 |
|
| Oracle Corporation (ORCL) | 0.0 | $488k | +4% | 2.9k | 170.42 |
|
| Coca-Cola Company (KO) | 0.0 | $478k | NEW | 6.7k | 71.87 |
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| Pfizer (PFE) | 0.0 | $476k | NEW | 16k | 28.94 |
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| Ford Motor Company (F) | 0.0 | $473k | NEW | 45k | 10.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $457k | NEW | 1.6k | 283.22 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $456k | 6.3k | 72.49 |
|
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| Parsons Corporation (PSN) | 0.0 | $456k | 4.4k | 103.68 |
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| CMS Energy Corporation (CMS) | 0.0 | $450k | NEW | 6.4k | 70.63 |
|
| Tc Energy Corp (TRP) | 0.0 | $443k | NEW | 9.3k | 47.55 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $438k | -14% | 3.1k | 142.03 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $428k | 15k | 28.41 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $425k | 6.4k | 66.35 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $422k | NEW | 5.9k | 71.76 |
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| Sherwin-Williams Company (SHW) | 0.0 | $418k | NEW | 1.1k | 381.50 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $406k | NEW | 2.3k | 174.08 |
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| Strategy Ns 7handl Idx (HNDL) | 0.0 | $402k | +2% | 18k | 22.25 |
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| Bank of America Corporation (BAC) | 0.0 | $399k | NEW | 10k | 39.68 |
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| Bce Com New (BCE) | 0.0 | $398k | NEW | 11k | 34.80 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $397k | NEW | 4.7k | 84.54 |
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| AFLAC Incorporated (AFL) | 0.0 | $394k | NEW | 3.5k | 111.79 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $385k | NEW | 5.7k | 67.85 |
|
| Caci Intl Cl A (CACI) | 0.0 | $380k | NEW | 754.00 | 504.56 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $379k | NEW | 7.5k | 50.50 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $378k | -7% | 4.6k | 83.01 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $377k | NEW | 1.6k | 230.53 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $376k | NEW | 1.7k | 220.92 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $371k | NEW | 3.1k | 121.17 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $370k | NEW | 400.00 | 925.57 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $368k | +15% | 3.7k | 100.69 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $364k | NEW | 2.6k | 139.49 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $357k | NEW | 24k | 14.70 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $352k | -7% | 10k | 33.71 |
|
| Entergy Corporation (ETR) | 0.0 | $351k | 2.7k | 131.59 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $348k | 7.5k | 46.65 |
|
|
| Cisco Systems (CSCO) | 0.0 | $345k | -95% | 6.5k | 53.22 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $343k | NEW | 4.8k | 71.10 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $338k | -4% | 2.2k | 154.03 |
|
| Starbucks Corporation (SBUX) | 0.0 | $334k | NEW | 3.4k | 97.50 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $333k | +8% | 1.7k | 200.37 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $328k | -2% | 8.0k | 41.16 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $323k | -30% | 6.4k | 50.74 |
|
| Lowe's Companies (LOW) | 0.0 | $321k | NEW | 1.2k | 270.79 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $309k | 2.7k | 115.30 |
|
|
| Verizon Communications (VZ) | 0.0 | $302k | -4% | 6.7k | 44.91 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $300k | +16% | 1.8k | 162.89 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.0 | $299k | NEW | 4.8k | 62.70 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $298k | 7.1k | 41.77 |
|
|
| Smurfit Westrock SHS | 0.0 | $297k | NEW | 6.0k | 49.42 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $294k | NEW | 1.6k | 189.78 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $283k | -55% | 1.0k | 280.47 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $281k | +9% | 1.2k | 225.84 |
|
| Zscaler Incorporated (ZS) | 0.0 | $280k | NEW | 1.6k | 170.94 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $278k | NEW | 5.4k | 51.50 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $278k | -9% | 1.6k | 179.18 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $275k | 9.7k | 28.37 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $275k | NEW | 2.3k | 117.30 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $268k | NEW | 2.6k | 101.33 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $264k | NEW | 5.2k | 50.46 |
|
| Boeing Company (BA) | 0.0 | $264k | NEW | 1.7k | 152.02 |
|
| Ishares Tr Modert Alloc Etf (AOM) | 0.0 | $263k | NEW | 5.8k | 45.11 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $263k | NEW | 16k | 16.05 |
|
| Altria (MO) | 0.0 | $262k | 5.1k | 51.04 |
|
|
| Paychex (PAYX) | 0.0 | $260k | NEW | 1.9k | 134.18 |
|
| Enbridge (ENB) | 0.0 | $259k | -2% | 6.4k | 40.61 |
|
| FedEx Corporation (FDX) | 0.0 | $253k | 923.00 | 273.69 |
|
|
| Tidal Tr Ii Yieldmax Univers (YMAX) | 0.0 | $251k | NEW | 14k | 17.83 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $241k | NEW | 1.2k | 198.01 |
|
| Ishares Tr Investment Grade (IGEB) | 0.0 | $238k | 5.1k | 46.47 |
|
|
| Honeywell International (HON) | 0.0 | $234k | NEW | 1.1k | 206.74 |
|
| Deere & Company (DE) | 0.0 | $232k | NEW | 556.00 | 417.60 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.0 | $230k | NEW | 3.9k | 59.21 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $229k | NEW | 1.3k | 172.37 |
|
| Timken Company (TKR) | 0.0 | $229k | NEW | 2.7k | 84.29 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $228k | NEW | 2.7k | 83.64 |
|
| Walt Disney Company (DIS) | 0.0 | $227k | NEW | 2.4k | 96.21 |
|
| Chevron Corporation (CVX) | 0.0 | $227k | NEW | 1.5k | 147.25 |
|
| Gilead Sciences (GILD) | 0.0 | $222k | NEW | 2.6k | 83.83 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $207k | NEW | 5.2k | 39.82 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $207k | NEW | 2.5k | 83.14 |
|
| Keysight Technologies (KEYS) | 0.0 | $205k | NEW | 1.3k | 158.93 |
|
| American Express Company (AXP) | 0.0 | $205k | NEW | 757.00 | 271.10 |
|
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.0 | $204k | 8.1k | 25.21 |
|
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.0 | $202k | NEW | 4.0k | 50.44 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $160k | NEW | 15k | 10.62 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $149k | NEW | 34k | 4.37 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $82k | NEW | 15k | 5.49 |
|
| Prospect Cap Corp Note 6.375% 3/0 | 0.0 | $27k | 27k | 1.00 |
|
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $6.4k | NEW | 10k | 0.63 |
|
Past Filings by Executive Wealth Management
SEC 13F filings are viewable for Executive Wealth Management going back to 2018
- 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
- Executive Wealth Management 2021 Q3 filed Oct. 27, 2021