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, GSIE, AAPL, and represent 19.98% of Executive Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPYG (+$11M), VYM (+$11M), CMI (+$8.7M), AVLV (+$8.6M), PLD (+$8.5M), JPM (+$8.3M), VGLT (+$8.3M), QQQM (+$8.1M), HSY (+$7.7M), UNP (+$7.3M).
- Started 43 new stock positions in J, IBDR, IBDY, DUK, HSY, EWJ, IBDQ, TSM, DIS, XNTK.
- Reduced shares in these 10 stocks: BND (-$16M), VEU (-$16M), AVDE (-$15M), SPLG (-$10M), JCI (-$9.4M), TLT (-$9.4M), EQIX (-$8.9M), RTX (-$7.3M), USFR (-$6.6M), ILF (-$6.3M).
- Sold out of its positions in DVAX, GILD, TJUL, ILF, TLT, FLOT, IEUR, IVOL, DBMF, LMT. BIL, SCHW, TEI, U, VPU, VGSH.
- Executive Wealth Management was a net buyer of stock by $30M.
- Executive Wealth Management has $1.1B in assets under management (AUM), dropping by 7.36%.
- Central Index Key (CIK): 0001542611
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Portfolio Holdings for Executive Wealth Management
Executive Wealth Management holds 242 positions in its portfolio as reported in the March 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) | 5.9 | $67M | +9% | 581k | 115.02 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 4.0 | $46M | +10% | 1.0M | 45.20 |
|
| Goldman Sachs Etf Tr Access Invt Gr (GIGB) | 3.9 | $45M | +8% | 993k | 45.31 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 3.1 | $35M | -8% | 1.0M | 34.13 |
|
| Apple (AAPL) | 3.1 | $35M | -3% | 207k | 170.03 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 2.8 | $32M | +51% | 435k | 73.27 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.8 | $31M | +10% | 541k | 58.04 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 2.2 | $25M | -28% | 414k | 61.42 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 2.0 | $23M | -39% | 360k | 63.46 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 2.0 | $23M | +5% | 272k | 83.28 |
|
| Microsoft Corporation (MSFT) | 2.0 | $22M | -9% | 53k | 424.57 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.8 | $21M | +3% | 420k | 49.79 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $20M | -14% | 22k | 903.63 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $20M | -5% | 180k | 109.39 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.6 | $19M | +9% | 245k | 76.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $16M | +185% | 136k | 120.53 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 1.4 | $16M | +24% | 272k | 57.04 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.3 | $15M | +10% | 314k | 47.77 |
|
| Meta Platforms Cl A (META) | 1.3 | $15M | -11% | 30k | 491.35 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.3 | $15M | +10% | 181k | 81.34 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $12M | 27k | 444.95 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $12M | 55k | 207.82 |
|
|
| Amazon (AMZN) | 1.0 | $11M | +4% | 61k | 180.97 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $11M | +346% | 54k | 198.94 |
|
| McDonald's Corporation (MCD) | 0.9 | $11M | -5% | 38k | 280.22 |
|
| Lincoln Electric Holdings (LECO) | 0.9 | $11M | 42k | 252.64 |
|
|
| Analog Devices (ADI) | 0.9 | $11M | -6% | 53k | 196.62 |
|
| Prologis (PLD) | 0.9 | $10M | +443% | 81k | 127.92 |
|
| Republic Services (RSG) | 0.9 | $10M | -2% | 54k | 189.83 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.9 | $10M | +15% | 257k | 39.60 |
|
| UnitedHealth (UNH) | 0.9 | $10M | +4% | 21k | 489.69 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.9 | $9.8M | +5% | 369k | 26.59 |
|
| Emerson Electric (EMR) | 0.8 | $9.5M | 84k | 113.54 |
|
|
| Pepsi (PEP) | 0.8 | $9.1M | -5% | 53k | 172.98 |
|
| Wal-Mart Stores (WMT) | 0.8 | $9.0M | +158% | 150k | 60.00 |
|
| Advanced Micro Devices (AMD) | 0.8 | $9.0M | 49k | 183.34 |
|
|
| Home Depot (HD) | 0.8 | $8.8M | 24k | 368.03 |
|
|
| Cummins (CMI) | 0.8 | $8.7M | NEW | 30k | 294.53 |
|
| Travelers Companies (TRV) | 0.8 | $8.7M | -6% | 38k | 228.16 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $8.7M | +1957% | 150k | 58.02 |
|
| Procter & Gamble Company (PG) | 0.8 | $8.7M | 54k | 160.58 |
|
|
| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.8 | $8.6M | NEW | 135k | 64.14 |
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $8.5M | +10% | 79k | 107.22 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.7 | $8.5M | +227% | 160k | 53.02 |
|
| Merck & Co (MRK) | 0.7 | $8.3M | +43% | 64k | 130.99 |
|
| BlackRock (BLK) | 0.7 | $8.3M | -26% | 10k | 826.80 |
|
| Johnson & Johnson (JNJ) | 0.7 | $8.2M | 52k | 157.78 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $8.1M | NEW | 44k | 183.11 |
|
| United Parcel Service CL B (UPS) | 0.7 | $7.9M | 54k | 147.62 |
|
|
| Automatic Data Processing (ADP) | 0.7 | $7.8M | -18% | 32k | 245.31 |
|
| Hershey Company (HSY) | 0.7 | $7.7M | NEW | 39k | 198.27 |
|
| Marsh & McLennan Companies (MMC) | 0.7 | $7.4M | +10% | 36k | 203.89 |
|
| Union Pacific Corporation (UNP) | 0.6 | $7.3M | NEW | 30k | 243.30 |
|
| Amgen (AMGN) | 0.6 | $7.2M | -16% | 26k | 283.04 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.6 | $7.2M | +10% | 77k | 93.53 |
|
| Cisco Systems (CSCO) | 0.6 | $7.2M | 144k | 50.04 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $7.2M | -17% | 21k | 339.17 |
|
| Roper Industries (ROP) | 0.6 | $7.2M | +32% | 13k | 553.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $6.9M | +2% | 44k | 155.49 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $6.8M | 14k | 478.39 |
|
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.6 | $6.8M | 120k | 56.57 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.6 | $6.5M | -39% | 154k | 42.46 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.6 | $6.5M | NEW | 75k | 86.77 |
|
| Visa Com Cl A (V) | 0.6 | $6.4M | 23k | 278.29 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.6 | $6.3M | NEW | 140k | 45.30 |
|
| Evercore Class A (EVR) | 0.5 | $6.3M | -43% | 33k | 189.25 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.5 | $6.2M | NEW | 88k | 70.28 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.1M | 144k | 41.94 |
|
|
| Nextera Energy (NEE) | 0.5 | $6.0M | -15% | 94k | 63.38 |
|
| Invesco Actvely Mngd Etc Optimum Yield (PDBC) | 0.5 | $5.9M | +79% | 419k | 13.97 |
|
| Southern Company (SO) | 0.5 | $5.7M | 80k | 71.10 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $5.2M | -17% | 104k | 50.34 |
|
| Chevron Corporation (CVX) | 0.4 | $5.0M | +22% | 31k | 159.08 |
|
| Fortinet (FTNT) | 0.4 | $4.6M | +13% | 67k | 67.82 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.3M | +36% | 5.6k | 760.53 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $4.1M | +2% | 72k | 57.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.1M | +4% | 9.7k | 420.20 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.8M | +9% | 5.3k | 721.27 |
|
| Corcept Therapeutics Incorporated (CORT) | 0.3 | $3.6M | +462% | 141k | 25.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.5M | +7% | 22k | 156.50 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $3.3M | 29k | 114.05 |
|
|
| salesforce (CRM) | 0.3 | $3.2M | -12% | 11k | 302.25 |
|
| Cintas Corporation (CTAS) | 0.3 | $3.1M | -13% | 4.5k | 680.58 |
|
| Cloudflare Cl A Com (NET) | 0.3 | $3.0M | +29% | 31k | 95.66 |
|
| Jacobs Engineering Group (J) | 0.3 | $2.9M | NEW | 19k | 151.23 |
|
| Canadian Pacific Kansas City (CP) | 0.3 | $2.9M | +50% | 33k | 87.89 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.8M | 5.5k | 522.11 |
|
|
| Constellation Brands Cl A (STZ) | 0.2 | $2.8M | +6% | 11k | 265.99 |
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.2 | $2.8M | +3% | 110k | 25.50 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.2 | $2.8M | -19% | 53k | 52.20 |
|
| Royalty Pharma Shs Class A (RPRX) | 0.2 | $2.8M | +66% | 93k | 29.90 |
|
| TJX Companies (TJX) | 0.2 | $2.8M | +6% | 28k | 99.70 |
|
| Monolithic Power Systems (MPWR) | 0.2 | $2.7M | -2% | 4.0k | 668.55 |
|
| Servicenow (NOW) | 0.2 | $2.6M | +7% | 3.3k | 768.42 |
|
| Intercontinental Exchange (ICE) | 0.2 | $2.6M | +50% | 19k | 137.03 |
|
| ResMed (RMD) | 0.2 | $2.5M | +20% | 13k | 189.32 |
|
| DTE Energy Company (DTE) | 0.2 | $2.5M | +2% | 22k | 110.73 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $2.4M | NEW | 54k | 44.95 |
|
| Monster Beverage Corp (MNST) | 0.2 | $2.4M | +6% | 42k | 57.74 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.4M | +13% | 8.6k | 279.42 |
|
| Nike CL B (NKE) | 0.2 | $2.3M | 25k | 92.56 |
|
|
| Docusign (DOCU) | 0.2 | $2.3M | -13% | 39k | 58.23 |
|
| Starbucks Corporation (SBUX) | 0.2 | $2.2M | +5% | 24k | 91.53 |
|
| Five Below (FIVE) | 0.2 | $2.2M | +21% | 12k | 178.88 |
|
| Steris Shs Usd (STE) | 0.2 | $2.2M | +6% | 10k | 221.03 |
|
| Ansys (ANSS) | 0.2 | $2.2M | +7% | 6.2k | 347.48 |
|
| BorgWarner (BWA) | 0.2 | $2.0M | +30% | 56k | 35.04 |
|
| Lululemon Athletica (LULU) | 0.2 | $1.9M | -2% | 5.0k | 385.20 |
|
| Epam Systems (EPAM) | 0.2 | $1.9M | +4% | 7.0k | 272.05 |
|
| Ishares Bitcoin Tr SHS | 0.2 | $1.9M | NEW | 48k | 39.75 |
|
| Fidelity Wise Origin Bitcoin SHS | 0.2 | $1.7M | NEW | 29k | 61.03 |
|
| Stryker Corporation (SYK) | 0.1 | $1.7M | -5% | 4.7k | 354.69 |
|
| Transmedics Group (TMDX) | 0.1 | $1.7M | -19% | 23k | 73.43 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.7M | 10k | 162.22 |
|
|
| Ssga Active Tr Spdr Dbleln Emrg (EMTL) | 0.1 | $1.6M | +6% | 38k | 41.87 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | -8% | 2.8k | 524.87 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $1.4M | NEW | 25k | 58.21 |
|
| American Centy Etf Tr Quality Divrsfed (QINT) | 0.1 | $1.4M | +11% | 28k | 49.42 |
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| Doximity Cl A (DOCS) | 0.1 | $1.3M | NEW | 47k | 26.41 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $1.2M | 11k | 116.99 |
|
|
| American Electric Power Company (AEP) | 0.1 | $1.1M | +27% | 13k | 84.56 |
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| Target Corporation (TGT) | 0.1 | $902k | 5.1k | 177.82 |
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| Caterpillar (CAT) | 0.1 | $880k | 2.4k | 363.80 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $837k | -4% | 2.4k | 344.28 |
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| Tesla Motors (TSLA) | 0.1 | $834k | +5% | 4.8k | 175.22 |
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| Innovator Etfs Trust Equity Defi 2026 | 0.1 | $834k | NEW | 34k | 24.84 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $830k | +77% | 836.00 | 992.93 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $789k | -32% | 8.3k | 95.11 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $783k | 6.0k | 131.03 |
|
|
| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.1 | $780k | +5% | 14k | 56.86 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $778k | +396% | 13k | 60.37 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $751k | -95% | 10k | 71.92 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $700k | +13% | 2.2k | 319.59 |
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| Ford Motor Company (F) | 0.1 | $648k | +12% | 49k | 13.29 |
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| Applied Materials (AMAT) | 0.1 | $641k | +55% | 3.1k | 208.72 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $630k | +11% | 1.2k | 525.31 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $629k | +107% | 28k | 22.62 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $627k | 4.6k | 135.54 |
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| Broadcom (AVGO) | 0.1 | $605k | +15% | 448.00 | 1350.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $595k | +13% | 1.2k | 480.20 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $567k | +54% | 14k | 41.89 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $561k | -96% | 9.6k | 58.48 |
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| Dt Midstream Common Stock (DTM) | 0.0 | $555k | 9.1k | 61.20 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $541k | -47% | 4.1k | 130.88 |
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| Equinix (EQIX) | 0.0 | $533k | -94% | 666.00 | 800.64 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $526k | -50% | 8.5k | 61.94 |
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| Enterprise Products Partners (EPD) | 0.0 | $513k | 18k | 29.37 |
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| At&t (T) | 0.0 | $500k | +2% | 29k | 17.50 |
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| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $495k | +10% | 4.9k | 100.49 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $495k | +12% | 36k | 13.73 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $489k | +11% | 1.9k | 259.69 |
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| Abbvie (ABBV) | 0.0 | $487k | +2% | 2.7k | 180.74 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $485k | NEW | 3.7k | 130.63 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.0 | $481k | NEW | 7.7k | 62.18 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $480k | 2.6k | 185.67 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $472k | -93% | 4.8k | 97.77 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $464k | +4% | 1.2k | 395.47 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $458k | 1.4k | 336.95 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $452k | +61% | 18k | 24.71 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.0 | $446k | +119% | 21k | 21.19 |
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| Uber Technologies (UBER) | 0.0 | $443k | +44% | 5.8k | 76.40 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.0 | $439k | +4% | 8.7k | 50.23 |
|
| Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.0 | $428k | NEW | 2.3k | 183.62 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $424k | +68% | 18k | 23.67 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $416k | -48% | 5.5k | 75.75 |
|
| Arm Holdings Sponsored Adr (ARM) | 0.0 | $409k | NEW | 3.2k | 126.91 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $403k | NEW | 3.2k | 127.55 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $402k | +2% | 6.4k | 63.14 |
|
| Cadence Design Systems (CDNS) | 0.0 | $400k | NEW | 1.3k | 312.13 |
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| The Trade Desk Com Cl A (TTD) | 0.0 | $399k | NEW | 4.6k | 87.31 |
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| Philip Morris International (PM) | 0.0 | $387k | 4.2k | 91.45 |
|
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| Sherwin-Williams Company (SHW) | 0.0 | $377k | 1.1k | 338.08 |
|
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| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $375k | NEW | 12k | 32.44 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $370k | +9% | 3.8k | 96.94 |
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| Strategy Ns 7handl Idx (HNDL) | 0.0 | $370k | 18k | 21.06 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $368k | +199% | 1.6k | 228.34 |
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| Parsons Corporation (PSN) | 0.0 | $366k | NEW | 4.4k | 83.20 |
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| Medtronic SHS (MDT) | 0.0 | $357k | NEW | 4.1k | 87.03 |
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| Bank of America Corporation (BAC) | 0.0 | $356k | +2% | 9.5k | 37.52 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $351k | NEW | 15k | 23.74 |
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| Oracle Corporation (ORCL) | 0.0 | $348k | 2.8k | 125.50 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $343k | -36% | 2.3k | 146.45 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $340k | -8% | 15k | 22.86 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $337k | 3.2k | 107.02 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $335k | NEW | 1.6k | 208.38 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.0 | $333k | 7.5k | 44.63 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.0 | $333k | NEW | 16k | 20.25 |
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| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.0 | $331k | NEW | 13k | 24.72 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $331k | -2% | 7.8k | 42.28 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $327k | 4.9k | 67.21 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $321k | 1.6k | 204.45 |
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| Boeing Company (BA) | 0.0 | $310k | -3% | 1.6k | 189.50 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $304k | 7.7k | 39.51 |
|
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $302k | 3.0k | 100.13 |
|
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| Netflix (NFLX) | 0.0 | $302k | NEW | 491.00 | 614.31 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $298k | 1.6k | 182.54 |
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| AFLAC Incorporated (AFL) | 0.0 | $296k | 3.5k | 85.18 |
|
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| Westrock (WRK) | 0.0 | $296k | 6.0k | 49.34 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $289k | NEW | 1.7k | 168.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $287k | +15% | 1.6k | 181.58 |
|
| Lowe's Companies (LOW) | 0.0 | $287k | +12% | 1.1k | 249.32 |
|
| Caci Intl Cl A (CACI) | 0.0 | $281k | 750.00 | 374.98 |
|
|
| Entergy Corporation (ETR) | 0.0 | $278k | NEW | 2.7k | 104.73 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $275k | 1.5k | 178.28 |
|
|
| Arista Networks (ANET) | 0.0 | $272k | NEW | 906.00 | 299.75 |
|
| Eaton Corp SHS (ETN) | 0.0 | $270k | +4% | 865.00 | 311.99 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $270k | -96% | 5.4k | 50.31 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $269k | +44% | 535.00 | 502.09 |
|
| CMS Energy Corporation (CMS) | 0.0 | $268k | -4% | 4.5k | 59.98 |
|
| Pfizer (PFE) | 0.0 | $268k | +8% | 9.7k | 27.72 |
|
| Verizon Communications (VZ) | 0.0 | $267k | -2% | 6.3k | 42.28 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $263k | NEW | 1.9k | 141.48 |
|
| FedEx Corporation (FDX) | 0.0 | $262k | 936.00 | 280.05 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $262k | 1.3k | 196.46 |
|
|
| Ishares Tr Ibonds Dec 2033 (IBDY) | 0.0 | $258k | NEW | 10k | 25.18 |
|
| Ishares Tr Ibonds Dec 2032 (IBDX) | 0.0 | $258k | NEW | 11k | 24.55 |
|
| Honeywell International (HON) | 0.0 | $257k | +21% | 1.3k | 201.99 |
|
| Walt Disney Company (DIS) | 0.0 | $254k | NEW | 2.1k | 121.53 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $253k | NEW | 1.9k | 129.82 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $245k | NEW | 2.5k | 96.08 |
|
| Timken Company (TKR) | 0.0 | $238k | 2.7k | 87.85 |
|
|
| Enbridge (ENB) | 0.0 | $238k | 6.7k | 35.83 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $236k | NEW | 6.9k | 34.17 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $236k | -23% | 2.9k | 80.14 |
|
| Deere & Company (DE) | 0.0 | $235k | -4% | 582.00 | 403.96 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $232k | 9.3k | 24.93 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $229k | NEW | 4.0k | 57.61 |
|
| Paychex (PAYX) | 0.0 | $227k | 1.9k | 121.62 |
|
|
| Altria (MO) | 0.0 | $226k | -5% | 5.2k | 43.22 |
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $222k | -97% | 3.4k | 65.12 |
|
| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.0 | $222k | -52% | 9.3k | 23.78 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $217k | -92% | 2.2k | 99.16 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $215k | NEW | 2.7k | 79.52 |
|
| Key (KEY) | 0.0 | $213k | -8% | 14k | 15.49 |
|
| Coca-Cola Company (KO) | 0.0 | $205k | -4% | 3.4k | 60.68 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $203k | NEW | 972.00 | 208.90 |
|
| Keysight Technologies (KEYS) | 0.0 | $202k | -82% | 1.3k | 155.00 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $88k | 25k | 3.50 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $82k | 15k | 5.43 |
|
|
| Prospect Cap Corp Note 6.375% 3/0 | 0.0 | $27k | 27k | 1.00 |
|
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $9.0k | 10k | 0.88 |
|
|
| Inspire Veterinary Partner Com Cl A (IVP) | 0.0 | $3.2k | 70k | 0.05 |
|
Past Filings by Executive Wealth Management
SEC 13F filings are viewable for Executive Wealth Management going back to 2018
- 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
- 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