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
FVAL
Fidelity Covington Tr Value Fa

ETFs
13.7K
New
$55.27 - $60.6 $758K - $831K
13.7K $831K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.2K
New
$57.32 - $62.65 $700K - $765K
12.2K $760K
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.93K
New
$71.45 - $75.64 $710K - $751K
9.93K $746K
IYW
Ishares Dj Us Tech ETF

ETFs
4.66K
New
$133.16 - $158.73 $620K - $739K
4.66K $706K
IEF
Ishares Barclays

ETFs
6.98K
New
$92.67 - $99.14 $647K - $692K
6.98K $684K
AOR
Ishares Tr Core Growth Allocat

ETFs
10.6K
New
$55.15 - $59.31 $583K - $627K
10.6K $626K
EBAY
Ebay Inc

Consumer Cyclical
9.5K
New
$52.61 - $65.44 $500K - $622K
9.5K $618K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
5.52K
New
$97.19 - $109.09 $536K - $602K
5.52K $597K
MU
Micron Technology Inc

Technology
5.7K
New
$86.27 - $136.82 $491K - $779K
5.7K $590K
ITA
Ishares Tr

ETFs
3.69K
New
$131.58 - $149.64 $485K - $552K
3.69K $552K
CDNS
Cadence Design Systems Inc

Technology
1.94K
New
$246.84 - $321.11 $478K - $621K
1.94K $524K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.38K
New
$332.02 - $382.76 $458K - $528K
1.38K $518K
IVE
Ishares S&P 500 Value ETF

ETFs
2.58K
New
$181.06 - $197.17 $468K - $509K
2.58K $509K
PM
Philip Morris International Inc.

Consumer Defensive
4.19K
New
$101.25 - $127.45 $424K - $534K
4.19K $508K
EPD
Enterprise Products Partners L.P.

Energy
17.1K
New
$27.88 - $30.0 $477K - $513K
17.1K $498K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.84K
New
$96.25 - $101.98 $466K - $494K
4.84K $490K
KO
Coca Cola CO

Consumer Defensive
6.65K
New
$62.69 - $73.01 $417K - $486K
6.65K $477K
PFE
Pfizer Inc

Healthcare
16.4K
New
$27.7 - $31.39 $455K - $516K
16.4K $475K
F
Ford Motor CO

Consumer Cyclical
44.8K
New
$9.71 - $14.55 $435K - $651K
44.8K $472K
VTI
Vanguard Total Stock Market Et

ETFs
1.61K
New
$255.18 - $283.2 $412K - $457K
1.61K $456K
CMS
Cms Energy Corp

Utilities
6.38K
New
$58.7 - $70.62 $374K - $450K
6.38K $450K
FNDX
Schwab Fundamental U S Large C

ETFs
5.88K
New
$65.36 - $71.76 $384K - $422K
5.88K $422K
SHW
Sherwin Williams CO

Basic Materials
1.1K
New
$294.65 - $384.0 $323K - $421K
1.1K $418K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.7K
New
$77.02 - $85.06 $362K - $399K
4.7K $396K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.67K
New
$61.11 - $67.85 $347K - $385K
5.67K $384K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
7.5K
New
$42.59 - $60.56 $319K - $454K
7.5K $378K
SOXX
Ishares Semiconductor ETF

ETFs
1.64K
New
$199.29 - $265.49 $326K - $435K
1.64K $377K
IWM
Ishares Russell 2000 ETF

ETFs
1.7K
New
$200.87 - $224.6 $341K - $382K
1.7K $375K
MPWR
Monolithic Power Systems Inc

Technology
400
New
$757.04 - $947.16 $303K - $379K
400 $369K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.61K
New
$127.29 - $141.5 $332K - $369K
2.61K $363K
HBAN
Huntington Bancshares Inc

Financial Services
24.3K
New
$12.84 - $15.15 $312K - $368K
24.3K $357K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.82K
New
$65.06 - $71.72 $313K - $346K
4.82K $342K
SBUX
Starbucks Corp

Consumer Cyclical
3.42K
New
$72.51 - $98.6 $248K - $337K
3.42K $333K
CACI
Caci International Inc

Technology
754
New
$427.76 - $427.76 $323K - $323K
754 $322K
LOW
Lowes Companies Inc

Consumer Cyclical
1.19K
New
$213.3 - $270.78 $253K - $321K
1.19K $321K
EEMV
Ishares Msci Emerging Markets

ETFs
4.77K
New
$56.77 - $63.31 $271K - $302K
4.77K $298K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.55K
New
$173.36 - $189.8 $269K - $294K
1.55K $294K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.4K
New
$46.9 - $51.96 $253K - $281K
5.4K $278K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.34K
New
$103.87 - $117.59 $243K - $275K
2.34K $274K
AOM
Ishares Tr Core Moderate Alloc

ETFs
5.83K
New
$42.66 - $45.18 $249K - $263K
5.83K $262K
PAYX
Paychex Inc

Industrials
1.94K
New
$116.17 - $135.19 $225K - $262K
1.94K $259K
HON
Honeywell International Inc

Industrials
1.13K
New
$196.73 - $220.21 $223K - $250K
1.13K $234K
DE
Deere & CO

Industrials
556
New
$344.84 - $418.0 $192K - $232K
556 $232K
JBHT
Hunt J B Transport Services Inc

Industrials
1.33K
New
$155.54 - $176.97 $207K - $236K
1.33K $229K
TKR
Timken CO

Industrials
2.71K
New
$78.36 - $87.89 $213K - $239K
2.71K $228K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.73K
New
$75.32 - $84.37 $206K - $230K
2.73K $228K
CVX
Chevron Corp

Energy
1.54K
New
$137.88 - $161.97 $212K - $249K
1.54K $226K
DIS
Walt Disney CO

Communication Services
2.36K
New
$85.6 - $98.61 $202K - $233K
2.36K $226K
VIG
Vanguard Dividend Appreciation

ETFs
1.22K
New
$182.15 - $182.15 $222K - $222K
1.22K $221K
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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