Executive Wealth Management, LLC Portfolio Holdings
Executive Wealth Management, LLC
- $1.16 Billion
- Q3 2024
Executive Wealth Management, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.16 Billion distributed in 366 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $66.2M, Vanguard Mortg Backed Sec ETF with a value of $51.5M, Apple Inc. with a value of $47.3M, Vanguard Intermediate Term Tre with a value of $35.5M, and Spdr Portfolio with a value of $33.5M.
Examining the 13F form we can see an increase of $432M in the current position value, from $730M to 1.16B.
Below you can find more details about Executive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
ETFs: $603 Million
Technology: $183 Million
Industrials: $78.9 Million
Healthcare: $62.8 Million
Financial Services: $50.7 Million
Consumer Defensive: $49.1 Million
Consumer Cyclical: $43.4 Million
Communication Services: $34.5 Million
Other: $41.4 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 366
- Current Value $1.16 Billion
- Prior Value $730 Million
- Filing
- Period Q3 2024
- Filing Date November 14, 2024
- Form Type 13F-HR/A
- Activity in Q3 2024
- New Purchases 106 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks