Executive Wealth Management, LLC Closed Holding Positions

Executive Wealth Management, LLC

  • $1.16 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FXD
First Tr Exchange Traded Fd

ETFs
Q1 2019 Filed on May 02, 2019
182
$36.73 - $42.21 $6.68K - $7.68K
Fiat Chrysler Automobiles N
Q1 2019 Filed on May 02, 2019
1,296
N/A
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
120
$96.98 - $133.8 $11.6K - $16.1K
FFIV
F5, Inc.

Technology
Q1 2019 Filed on May 02, 2019
762
$149.65 - $172.08 $114K - $131K
Express Scripts Hldg CO
Q1 2019 Filed on May 02, 2019
143
N/A
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
603
$108.52 - $130.8 $65.4K - $78.9K
RE
Everest Re Group LTD

Financial Services
Q1 2019 Filed on May 02, 2019
6
$208.8 - $226.11 $1.25K - $1.36K
Procter And Gamble CO
Q1 2019 Filed on May 02, 2019
0
N/A
Paychex Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Merck & CO Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Baxter Intl Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Boston Scientific Corp
Q1 2019 Filed on May 02, 2019
0
N/A
Bristol Myers Squibb CO
Q1 2019 Filed on May 02, 2019
0
N/A
FBT
First Trust Nyse Arca Biotechn

ETFs
Q1 2019 Filed on May 02, 2019
770
N/A
Church & Dwight Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Conagra Brands Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Dowdupont Inc
Q1 2019 Filed on May 02, 2019
0
N/A
E Trade Financial Corp
Q1 2019 Filed on May 02, 2019
0
N/A
Exxon Mobil Corp
Q1 2019 Filed on May 02, 2019
0
N/A
Huntington Bancshares Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Illinois Tool Wks Inc
Q1 2019 Filed on May 02, 2019
0
N/A
Intel Corp
Q1 2019 Filed on May 02, 2019
0
N/A
International Business Machs
Q1 2019 Filed on May 02, 2019
0
N/A
Mcdonalds Corp
Q1 2019 Filed on May 02, 2019
0
N/A
At&T Inc
Q1 2019 Filed on May 02, 2019
0
N/A
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2019 Filed on May 02, 2019
362
$24.89 - $25.69 $9.01K - $9.3K
Twenty First Centy Fox Inc
Q1 2019 Filed on May 02, 2019
111
N/A
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2019 Filed on May 02, 2019
99
N/A
SJM
J M Smucker CO

Consumer Defensive
Q1 2019 Filed on May 02, 2019
129
$93.88 - $116.5 $12.1K - $15K
SVM
Silvercorp Metals Inc

Basic Materials
Q1 2019 Filed on May 02, 2019
1,550
$2.0 - $2.74 $3.1K - $4.25K
Shire PLC
Q1 2019 Filed on May 02, 2019
21
N/A
Seagate Technology PLC
Q1 2019 Filed on May 02, 2019
104
N/A
Seadrill LTD
Q1 2019 Filed on May 02, 2019
37
N/A
Red Hat Inc
Q1 2019 Filed on May 02, 2019
4
N/A
UTG
Reaves Utility Income Fund

Financial Services
Q1 2019 Filed on May 02, 2019
200
$29.35 - $33.68 $5.87K - $6.74K
HRB
H&R Block Inc

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
163
$23.53 - $25.91 $3.84K - $4.22K
PVH
Pvh Corp.

Consumer Cyclical
Q1 2019 Filed on May 02, 2019
16
$90.71 - $127.26 $1.45K - $2.04K
PST
Proshares Ultrashort Lehman 7

ETFs
Q1 2019 Filed on May 02, 2019
174
N/A
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
Q1 2019 Filed on May 02, 2019
194
N/A
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
Q1 2019 Filed on May 02, 2019
215
N/A
Cai International Inc
Q1 2019 Filed on May 02, 2019
2
N/A
PCAR
Paccar Inc

Industrials
Q1 2019 Filed on May 02, 2019
38
$56.52 - $69.89 $2.15K - $2.66K
RWX
Spdr Dow Jones International R

ETFs
Q1 2019 Filed on May 02, 2019
23
N/A
Wisdomtree Continuous Commod
Q1 2019 Filed on May 02, 2019
119
N/A
Twenty First Centy Fox Inc
Q1 2019 Filed on May 02, 2019
500
N/A
TDG
Trans Digm Group Inc

Industrials
Q1 2019 Filed on May 02, 2019
2
$325.55 - $453.99 $651 - $908
URI
United Rentals, Inc.

Industrials
Q1 2019 Filed on May 02, 2019
406
$101.98 - $136.84 $41.4K - $55.6K
United States Oil Fund LP
Q1 2019 Filed on May 02, 2019
237
N/A
PSA
Public Storage

Real Estate
Q1 2019 Filed on May 02, 2019
112
$195.06 - $224.24 $21.8K - $25.1K
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