Executive Wealth Management, LLC Purchases in Q3 2024

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
527K
New
$113.41 - $125.62 $59.8M - $66.2M
527K $66.2M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.01M
New
N/A
1.01M $31.8M
MSFT
Microsoft Corp

Technology
53.9K
New
$395.15 - $467.56 $21.3M - $25.2M
53.9K $23.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
186K
New
$105.53 - $118.34 $19.6M - $22M
186K $21.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
145K
New
$117.9 - $128.2 $17.1M - $18.6M
145K $18.6M
IAU
Ishares Gold Trust

ETFs
277K
New
$44.06 - $50.5 $12.2M - $14M
277K $13.8M
MCD
Mcdonalds Corp

Consumer Cyclical
37.6K
New
$245.82 - $304.51 $9.25M - $11.5M
37.6K $11.5M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
222K
New
$48.06 - $49.39 $10.6M - $10.9M
222K $10.9M
WMT
Walmart Inc.

Consumer Defensive
123K
New
$66.91 - $81.4 $8.26M - $10M
123K $9.96M
HD
Home Depot, Inc.

Consumer Cyclical
24.2K
New
$333.64 - $405.2 $8.07M - $9.8M
24.2K $9.8M
AGZ
Ishares Agency Bond ETF

ETFs
84.9K
New
$107.35 - $110.79 $9.12M - $9.41M
84.9K $9.38M
RSG
Republic Services, Inc.

Industrials
46.6K
New
$189.34 - $208.21 $8.83M - $9.71M
46.6K $9.37M
PG
Procter & Gamble CO

Consumer Defensive
53.8K
New
$160.76 - $177.82 $8.65M - $9.57M
53.8K $9.32M
JNJ
Johnson & Johnson

Healthcare
56K
New
$145.48 - $167.38 $8.15M - $9.38M
56K $9.08M
PEP
Pepsico Inc

Consumer Defensive
53.3K
New
$161.9 - $179.3 $8.62M - $9.55M
53.3K $9.06M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
37.4K
New
$210.25 - $231.86 $7.86M - $8.67M
37.4K $8.34M
LECO
Lincoln Electric Holdings Inc

Industrials
41.8K
New
$173.3 - $211.48 $7.25M - $8.84M
41.8K $8.03M
HSY
Hershey CO

Consumer Defensive
40.3K
New
$182.45 - $203.25 $7.36M - $8.19M
40.3K $7.73M
UPS
United Parcel Service Inc

Industrials
56.4K
New
$123.32 - $147.38 $6.95M - $8.31M
56.4K $7.69M
UNP
Union Pacific Corp

Industrials
30.5K
New
$221.78 - $256.09 $6.77M - $7.82M
30.5K $7.52M
ROP
Roper Technologies Inc

Industrials
13.2K
New
$515.25 - $576.55 $6.8M - $7.61M
13.2K $7.35M
EMR
Emerson Electric CO

Industrials
65.8K
New
$98.19 - $118.87 $6.46M - $7.82M
65.8K $7.2M
SO
Southern CO

Utilities
79.8K
New
$77.0 - $90.52 $6.15M - $7.22M
79.8K $7.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
132K
New
$49.93 - $51.15 $6.59M - $6.75M
132K $6.75M
USRT
Ishares Core U.S. Reit ETF

ETFs
93.8K
New
$53.07 - $62.66 $4.98M - $5.87M
93.8K $5.77M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
118K
New
$41.9 - $48.26 $4.95M - $5.71M
118K $5.66M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
48.1K
New
$104.5 - $114.97 $5.02M - $5.53M
48.1K $5.5M
LLY
Eli Lilly & CO

Healthcare
5.2K
New
$772.14 - $960.02 $4.02M - $4.99M
5.2K $4.61M
CTAS
Cintas Corp

Industrials
18.3K
New
$201.38 - $819.83 $3.7M - $15M
18.3K $3.78M
TJX
Tjx Companies Inc

Consumer Cyclical
31.8K
New
$107.93 - $120.23 $3.44M - $3.83M
31.8K $3.74M
PANW
Palo Alto Networks Inc

Technology
10.1K
New
$294.18 - $368.01 $2.99M - $3.73M
10.1K $3.47M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
74.2K
New
$44.65 - $47.21 $3.31M - $3.5M
74.2K $3.47M
RMD
Resmed Inc

Healthcare
13.7K
New
$186.94 - $252.92 $2.56M - $3.47M
13.7K $3.35M
CORT
Corcept Therapeutics Inc

Healthcare
60.6K
New
$29.51 - $46.26 $1.79M - $2.8M
60.6K $2.8M
DTE
Dte Energy CO

Utilities
21.8K
New
$108.67 - $128.41 $2.37M - $2.8M
21.8K $2.8M
EA
Electronic Arts Inc.

Communication Services
18.2K
New
$137.32 - $151.82 $2.5M - $2.77M
18.2K $2.62M
NVO
Novo Nordisk A S

Healthcare
20.3K
New
$119.07 - $145.42 $2.42M - $2.95M
20.3K $2.42M
DOCU
Docusign, Inc.

Technology
37.7K
New
$49.73 - $62.53 $1.87M - $2.35M
37.7K $2.34M
MRVL
Marvell Technology, Inc.

Technology
27.4K
New
$56.15 - $76.24 $1.54M - $2.09M
27.4K $1.98M
IVV
Ishares Core S&P 500 ETF

ETFs
3.4K
New
$520.18 - $576.82 $1.77M - $1.96M
3.4K $1.96M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.53K
New
$475.2 - $527.7 $1.68M - $1.86M
3.53K $1.86M
TLT
Ishares Barclays 20+ Year Trea

ETFs
18.8K
New
$89.91 - $101.33 $1.69M - $1.91M
18.8K $1.85M
NKE
Nike, Inc.

Consumer Cyclical
19.2K
New
$71.09 - $89.44 $1.36M - $1.72M
19.2K $1.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5.99K
New
$233.4 - $302.36 $1.4M - $1.81M
5.99K $1.63M
VTV
Vanguard Value ETF

ETFs
9K
New
$159.75 - $174.57 $1.44M - $1.57M
9K $1.57M
SYK
Stryker Corp

Healthcare
4.34K
New
$315.94 - $371.96 $1.37M - $1.62M
4.34K $1.57M
VUG
Vanguard Growth ETF

ETFs
3.89K
New
$341.08 - $391.94 $1.33M - $1.53M
3.89K $1.5M
CAT
Caterpillar Inc

Industrials
2.17K
New
$316.8 - $391.12 $689K - $850K
2.17K $850K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4.8K
New
$147.95 - $191.05 $711K - $918K
4.8K $834K
Activity Summary
Buys All Purchases 106 New Holdings 106 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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