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 20.59% of Executive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ITOT (+$15M), IEUR (+$6.2M), SO (+$5.7M), IAU (+$5.5M), MRK, LLY, MCD, LECO, TLT, BLK.
- Started 26 new stock positions in TEI, UBER, ADBE, TJUL, CMCSA, SCHW, VZ, AGG, DVAX, ETN.
- Reduced shares in these 10 stocks: USMV (-$14M), EWJ (-$6.1M), , PFE, CCI, VTEB, NEP, USFR, MUNI, SUB.
- Sold out of its positions in BMY, CCI, ENPH, SUB, EWJ, IBMM, NEP, CWI, MDYG, SCHB.
- Executive Wealth Management was a net buyer of stock by $13M.
- Executive Wealth Management has $1.1B in assets under management (AUM), dropping by 10.03%.
- Central Index Key (CIK): 0001542611
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Executive Wealth Management holds 215 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p Ttl Stk (ITOT) | 5.3 | $56M | +37% | 531k | 105.23 |
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.0 | $43M | -2% | 919k | 46.36 |
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Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 4.0 | $42M | -2% | 911k | 46.31 |
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Apple (AAPL) | 3.9 | $41M | 215k | 192.53 |
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Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.5 | $37M | 1.1M | 32.66 |
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American Centy Etf Tr Intl Eqt Etf (AVDE) | 3.4 | $36M | +2% | 594k | 60.43 |
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Spdr Ser Tr Portfolio S&p500 (SPLG) | 3.0 | $32M | +2% | 579k | 55.90 |
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.7 | $29M | -2% | 489k | 59.32 |
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Microsoft Corporation (MSFT) | 2.1 | $22M | +5% | 58k | 376.05 |
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Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $21M | +4% | 191k | 108.25 |
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Ishares Tr Msci Usa Min Vol (USMV) | 1.9 | $20M | -41% | 258k | 78.03 |
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.8 | $19M | -3% | 408k | 46.63 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 1.8 | $19M | 287k | 65.06 |
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $17M | -2% | 224k | 77.37 |
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.6 | $17M | 232k | 73.55 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.5 | $15M | +5% | 275k | 56.14 |
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Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.3 | $14M | -3% | 284k | 47.49 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $13M | -2% | 164k | 82.04 |
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NVIDIA Corporation (NVDA) | 1.2 | $13M | +4% | 26k | 495.23 |
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Meta Platforms Cl A (META) | 1.1 | $12M | +4% | 34k | 353.97 |
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McDonald's Corporation (MCD) | 1.1 | $12M | +14% | 40k | 296.52 |
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John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.1 | $12M | 218k | 52.66 |
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Analog Devices (ADI) | 1.1 | $11M | 57k | 198.56 |
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BlackRock (BLK) | 1.0 | $11M | +13% | 14k | 811.85 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $11M | 27k | 409.53 |
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Spdr Gold Tr Gold Shs (GLD) | 1.0 | $11M | +3% | 55k | 191.17 |
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UnitedHealth (UNH) | 1.0 | $10M | 20k | 526.49 |
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Evercore Class A (EVR) | 0.9 | $10M | -3% | 58k | 171.05 |
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Ishares Gold Tr Ishares New (IAU) | 0.9 | $9.9M | +127% | 254k | 39.03 |
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Equinix (EQIX) | 0.9 | $9.5M | +12% | 12k | 805.45 |
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Pepsi (PEP) | 0.9 | $9.5M | 56k | 169.84 |
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Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.9 | $9.4M | +16% | 95k | 98.88 |
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Ishares Tr Faln Angls Usd (FALN) | 0.9 | $9.2M | +13% | 349k | 26.40 |
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Wal-Mart Stores (WMT) | 0.9 | $9.2M | 58k | 157.65 |
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Republic Services (RSG) | 0.9 | $9.1M | -12% | 55k | 164.91 |
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Automatic Data Processing (ADP) | 0.9 | $9.1M | -2% | 39k | 232.97 |
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Accenture Plc Ireland Shs Class A (ACN) | 0.9 | $9.1M | 26k | 350.91 |
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Lincoln Electric Holdings (LECO) | 0.9 | $9.0M | +17% | 42k | 217.46 |
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Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.8 | $9.0M | 223k | 40.25 |
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Amgen (AMGN) | 0.8 | $8.8M | 31k | 288.03 |
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Amazon (AMZN) | 0.8 | $8.8M | +5% | 58k | 151.94 |
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Johnson Ctls Intl SHS (JCI) | 0.8 | $8.6M | 148k | 57.64 |
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Home Depot (HD) | 0.8 | $8.5M | -11% | 25k | 346.56 |
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United Parcel Service CL B (UPS) | 0.8 | $8.4M | 53k | 157.23 |
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Johnson & Johnson (JNJ) | 0.8 | $8.2M | 52k | 156.74 |
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Emerson Electric (EMR) | 0.8 | $8.2M | 84k | 97.33 |
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Procter & Gamble Company (PG) | 0.7 | $7.9M | 54k | 146.54 |
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Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $7.8M | -2% | 72k | 108.43 |
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Travelers Companies (TRV) | 0.7 | $7.7M | -2% | 41k | 190.49 |
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Cisco Systems (CSCO) | 0.7 | $7.4M | 146k | 50.52 |
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Advanced Micro Devices (AMD) | 0.7 | $7.1M | +5% | 48k | 147.41 |
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Wisdomtree Tr Floatng Rat Trea (USFR) | 0.6 | $6.9M | -22% | 138k | 50.24 |
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Nextera Energy (NEE) | 0.6 | $6.8M | +12% | 112k | 60.74 |
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Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $6.7M | -2% | 70k | 96.39 |
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Ishares Msci Emerg Mrkt (EEMV) | 0.6 | $6.7M | +2% | 121k | 55.59 |
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Raytheon Technologies Corp (RTX) | 0.6 | $6.7M | -11% | 79k | 84.14 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $6.4M | -35% | 126k | 51.05 |
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Ishares Tr Latn Amer 40 Etf (ILF) | 0.6 | $6.3M | -6% | 217k | 29.06 |
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Marsh & McLennan Companies (MMC) | 0.6 | $6.2M | +19% | 33k | 189.47 |
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Ishares Tr Core Msci Euro (IEUR) | 0.6 | $6.2M | NEW | 113k | 55.02 |
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Mastercard Incorporated Cl A (MA) | 0.6 | $6.1M | +9% | 14k | 426.53 |
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Visa Com Cl A (V) | 0.6 | $6.1M | +8% | 23k | 260.35 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $6.0M | +7% | 43k | 139.69 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $6.0M | 146k | 41.10 |
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Southern Company (SO) | 0.5 | $5.7M | NEW | 81k | 70.12 |
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Roper Industries (ROP) | 0.5 | $5.3M | +21% | 9.8k | 545.18 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.5 | $5.3M | 48k | 111.63 |
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Merck & Co (MRK) | 0.5 | $4.8M | +983% | 44k | 109.02 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $3.9M | +22% | 71k | 54.98 |
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Chevron Corporation (CVX) | 0.4 | $3.8M | +22% | 26k | 149.16 |
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Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.3 | $3.5M | -31% | 67k | 52.80 |
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Fortinet (FTNT) | 0.3 | $3.5M | +6% | 59k | 58.53 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.3M | +5% | 9.3k | 356.66 |
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salesforce (CRM) | 0.3 | $3.2M | +2% | 12k | 263.15 |
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Costco Wholesale Corporation (COST) | 0.3 | $3.2M | -11% | 4.8k | 660.11 |
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Cintas Corporation (CTAS) | 0.3 | $3.1M | +9% | 5.2k | 602.69 |
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Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.3 | $3.1M | -11% | 234k | 13.30 |
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Amphenol Corp Cl A (APH) | 0.3 | $3.0M | +9% | 30k | 99.13 |
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.3 | $2.9M | -16% | 30k | 98.59 |
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Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.9M | +8% | 21k | 140.93 |
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Nike CL B (NKE) | 0.3 | $2.8M | +8% | 26k | 108.57 |
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Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.3 | $2.7M | +13% | 107k | 25.30 |
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Docusign (DOCU) | 0.3 | $2.7M | +88% | 45k | 59.45 |
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Monolithic Power Systems (MPWR) | 0.2 | $2.6M | 4.1k | 630.87 |
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Lululemon Athletica (LULU) | 0.2 | $2.6M | -4% | 5.1k | 511.29 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.6M | +24% | 5.4k | 475.39 |
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TJX Companies (TJX) | 0.2 | $2.5M | -7% | 26k | 93.81 |
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Constellation Brands Cl A (STZ) | 0.2 | $2.4M | +9% | 10k | 241.77 |
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Eli Lilly & Co. (LLY) | 0.2 | $2.4M | NEW | 4.1k | 582.99 |
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DTE Energy Company (DTE) | 0.2 | $2.4M | 22k | 110.26 |
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Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.2 | $2.4M | 49k | 48.72 |
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Monster Beverage Corp (MNST) | 0.2 | $2.3M | +14% | 39k | 57.61 |
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Palo Alto Networks (PANW) | 0.2 | $2.2M | +18% | 7.5k | 294.88 |
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Transmedics Group (TMDX) | 0.2 | $2.2M | +32% | 28k | 78.93 |
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Starbucks Corporation (SBUX) | 0.2 | $2.2M | +8% | 23k | 96.01 |
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Servicenow (NOW) | 0.2 | $2.2M | -20% | 3.1k | 706.54 |
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Five Below (FIVE) | 0.2 | $2.2M | -2% | 10k | 213.16 |
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Ansys (ANSS) | 0.2 | $2.1M | +18% | 5.8k | 362.88 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $2.1M | +7% | 12k | 170.11 |
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Steris Shs Usd (STE) | 0.2 | $2.1M | +9% | 9.3k | 219.85 |
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Prologis (PLD) | 0.2 | $2.0M | +9% | 15k | 133.30 |
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Epam Systems (EPAM) | 0.2 | $2.0M | +4% | 6.7k | 297.34 |
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Cloudflare Cl A Com (NET) | 0.2 | $2.0M | 24k | 83.26 |
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ResMed (RMD) | 0.2 | $1.9M | +8% | 11k | 172.03 |
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Unity Software (U) | 0.2 | $1.9M | +30% | 46k | 40.89 |
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Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.2 | $1.7M | -17% | 68k | 25.76 |
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Canadian Pacific Kansas City (CP) | 0.2 | $1.7M | +25% | 22k | 79.06 |
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Intercontinental Exchange (ICE) | 0.1 | $1.6M | +9% | 12k | 128.43 |
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Royalty Pharma Shs Class A (RPRX) | 0.1 | $1.6M | +9% | 56k | 28.09 |
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BorgWarner (BWA) | 0.1 | $1.5M | +9% | 43k | 35.85 |
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Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.5M | -2% | 10k | 149.51 |
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Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.1 | $1.5M | +13% | 36k | 41.94 |
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Stryker Corporation (SYK) | 0.1 | $1.5M | -7% | 5.0k | 299.51 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | -3% | 3.1k | 477.67 |
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Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.1 | $1.4M | -16% | 67k | 20.68 |
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Keysight Technologies (KEYS) | 0.1 | $1.2M | -15% | 7.5k | 159.09 |
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American Centy Etf Tr Quality Divrsfed (QINT) | 0.1 | $1.2M | +3% | 25k | 46.45 |
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Tesla Motors (TSLA) | 0.1 | $1.1M | +5% | 4.5k | 248.48 |
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Exxon Mobil Corporation (XOM) | 0.1 | $1.1M | -2% | 11k | 99.99 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.0M | +2% | 12k | 83.85 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $989k | +40% | 7.8k | 126.61 |
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Proshares Tr Ultrapro Qqq (TQQQ) | 0.1 | $864k | -9% | 17k | 50.70 |
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American Electric Power Company (AEP) | 0.1 | $846k | NEW | 10k | 81.22 |
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Corcept Therapeutics Incorporated (CORT) | 0.1 | $812k | 25k | 32.48 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $790k | 2.5k | 310.96 |
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Blackstone Group Inc Com Cl A (BX) | 0.1 | $774k | +115% | 5.9k | 130.94 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $772k | -21% | 11k | 72.03 |
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Target Corporation (TGT) | 0.1 | $736k | +3% | 5.2k | 142.44 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $719k | +56% | 2.6k | 277.16 |
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Caterpillar (CAT) | 0.1 | $706k | +57% | 2.4k | 295.77 |
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Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $693k | -14% | 12k | 58.33 |
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Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.1 | $689k | -3% | 13k | 53.00 |
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Vanguard World Fds Utilities Etf (VPU) | 0.1 | $683k | -31% | 5.0k | 137.09 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $568k | 4.6k | 122.75 |
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Innovator Etfs Tr Equity Def Protn (TJUL) | 0.1 | $532k | NEW | 21k | 25.67 |
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Ford Motor Company (F) | 0.0 | $526k | -6% | 43k | 12.19 |
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Vanguard World Fds Inf Tech Etf (VGT) | 0.0 | $523k | 1.1k | 484.15 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $506k | -26% | 3.7k | 136.42 |
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Dt Midstream Common Stock (DTM) | 0.0 | $500k | +13% | 9.1k | 54.80 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $493k | +28% | 1.9k | 255.32 |
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Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $484k | -7% | 9.6k | 50.62 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $478k | -3% | 1.1k | 437.19 |
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Charles Schwab Corporation (SCHW) | 0.0 | $472k | NEW | 6.9k | 68.81 |
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At&t (T) | 0.0 | $470k | -5% | 28k | 16.78 |
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Enterprise Products Partners (EPD) | 0.0 | $454k | 17k | 26.35 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $448k | -2% | 2.6k | 173.92 |
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Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $448k | NEW | 7.3k | 61.53 |
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Boeing Company (BA) | 0.0 | $443k | 1.7k | 260.75 |
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $441k | +9% | 4.4k | 99.20 |
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Broadcom (AVGO) | 0.0 | $433k | +24% | 387.00 | 1117.78 |
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Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.0 | $427k | -9% | 20k | 21.92 |
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $424k | -3% | 1.1k | 377.19 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $419k | -3% | 8.3k | 50.23 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $412k | 1.4k | 303.34 |
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Huntington Bancshares Incorporated (HBAN) | 0.0 | $409k | +29% | 32k | 12.72 |
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Abbvie (ABBV) | 0.0 | $406k | +13% | 2.6k | 154.98 |
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Philip Morris International (PM) | 0.0 | $404k | +4% | 4.3k | 94.10 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $401k | 1.7k | 237.27 |
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Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $365k | 6.2k | 58.83 |
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Strategy Ns 7handl Idx (HNDL) | 0.0 | $362k | 18k | 20.68 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $357k | +18% | 471.00 | 758.50 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $355k | 16k | 21.78 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $353k | NEW | 8.1k | 43.85 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $346k | NEW | 3.5k | 99.28 |
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Sherwin-Williams Company (SHW) | 0.0 | $346k | 1.1k | 312.04 |
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Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $343k | -50% | 7.5k | 45.94 |
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Ishares Tr National Mun Etf (MUB) | 0.0 | $340k | -54% | 3.1k | 108.43 |
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Select Sector Spdr Tr Financial (XLF) | 0.0 | $331k | +4% | 8.8k | 37.60 |
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Applied Materials (AMAT) | 0.0 | $321k | +20% | 2.0k | 162.08 |
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $312k | 4.8k | 64.49 |
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Bank of America Corporation (BAC) | 0.0 | $311k | -2% | 9.2k | 33.67 |
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Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $311k | -5% | 539.00 | 576.28 |
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Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $310k | NEW | 13k | 23.07 |
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $306k | -46% | 3.1k | 99.80 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $294k | +13% | 3.9k | 76.14 |
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Oracle Corporation (ORCL) | 0.0 | $294k | +8% | 2.8k | 105.46 |
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Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $289k | -12% | 1.6k | 178.92 |
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AFLAC Incorporated (AFL) | 0.0 | $285k | 3.5k | 82.50 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $284k | NEW | 11k | 25.09 |
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Dynavax Technologies Corp Com New (DVAX) | 0.0 | $280k | NEW | 20k | 13.98 |
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CMS Energy Corporation (CMS) | 0.0 | $271k | 4.7k | 58.07 |
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J.B. Hunt Transport Services (JBHT) | 0.0 | $266k | NEW | 1.3k | 199.76 |
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Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $261k | +12% | 7.6k | 34.46 |
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Pfizer (PFE) | 0.0 | $256k | -94% | 8.9k | 28.79 |
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Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $256k | 1.5k | 165.34 |
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Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $255k | NEW | 11k | 23.93 |
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $252k | -3% | 2.8k | 91.41 |
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Westrock (WRK) | 0.0 | $249k | 6.0k | 41.52 |
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Uber Technologies (UBER) | 0.0 | $247k | NEW | 4.0k | 61.57 |
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Verizon Communications (VZ) | 0.0 | $244k | NEW | 6.5k | 37.70 |
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Deere & Company (DE) | 0.0 | $244k | NEW | 608.00 | 400.41 |
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Caci Intl Cl A (CACI) | 0.0 | $243k | 750.00 | 323.86 |
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Lockheed Martin Corporation (LMT) | 0.0 | $240k | NEW | 530.00 | 453.52 |
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Enbridge (ENB) | 0.0 | $239k | +2% | 6.6k | 36.02 |
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Inventrust Pptys Corp Com New (IVT) | 0.0 | $236k | 9.3k | 25.34 |
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FedEx Corporation (FDX) | 0.0 | $236k | 931.00 | 253.00 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $233k | NEW | 1.4k | 170.47 |
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Marathon Petroleum Corp (MPC) | 0.0 | $233k | 1.6k | 148.41 |
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Lowe's Companies (LOW) | 0.0 | $227k | 1.0k | 222.73 |
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Paychex (PAYX) | 0.0 | $225k | 1.9k | 119.15 |
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Altria (MO) | 0.0 | $223k | +8% | 5.5k | 40.35 |
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Adobe Systems Incorporated (ADBE) | 0.0 | $221k | NEW | 370.00 | 596.60 |
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Honeywell International (HON) | 0.0 | $220k | -3% | 1.0k | 209.78 |
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Timken Company (TKR) | 0.0 | $218k | NEW | 2.7k | 80.15 |
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Key (KEY) | 0.0 | $216k | NEW | 15k | 14.40 |
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Gilead Sciences (GILD) | 0.0 | $213k | -2% | 2.6k | 81.03 |
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Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $208k | NEW | 9.6k | 21.64 |
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Coca-Cola Company (KO) | 0.0 | $208k | NEW | 3.5k | 58.94 |
|
Eaton Corp SHS (ETN) | 0.0 | $200k | NEW | 830.00 | 241.08 |
|
Templeton Emerging Markets Income Fund (TEI) | 0.0 | $159k | NEW | 31k | 5.10 |
|
Nokia Corp Sponsored Adr (NOK) | 0.0 | $86k | +146% | 25k | 3.42 |
|
Gabelli Equity Trust (GAB) | 0.0 | $76k | 15k | 5.08 |
|
|
Prospect Cap Corp Note 6.375% 3/0 | 0.0 | $27k | 27k | 0.99 |
|
|
Inspire Veterinary Partner Com Cl A (IVP) | 0.0 | $24k | 70k | 0.34 |
|
|
Amarin Corp Spons Adr New (AMRN) | 0.0 | $8.8k | -8% | 10k | 0.87 |
|
Past Filings by Executive Wealth Management
SEC 13F filings are viewable for Executive Wealth Management going back to 2018
- 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
- Executive Wealth Management 2021 Q2 filed July 26, 2021
- Executive Wealth Management 2021 Q1 filed May 3, 2021
- Executive Wealth Management 2020 Q4 filed Feb. 4, 2021
- Executive Wealth Management 2020 Q3 filed Oct. 23, 2020
- Executive Wealth Management 2020 Q2 filed July 27, 2020