Executive Wealth Management, LLC Purchases in Q4 2024

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.67K
+ 5.05%
$49.79 - $51.14 $332K - $341K
139K $6.95M
COP
Conocophillips

Energy
2.03K
New
$95.12 - $114.72 $193K - $233K
2.03K $201K
BMY
Bristol Myers Squibb CO

Healthcare
3.56K
New
$51.92 - $59.94 $185K - $214K
3.56K $201K
PANW
Palo Alto Networks Inc

Technology
9.97K
+ 98.27%
$181.96 - $405.9 $1.81M - $4.05M
20.1K $3.66M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
14.8K
+ 4.57%
$26.55 - $27.32 $393K - $404K
339K $9.05M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.72K
+ 0.57%
N/A
1.02M $32M
VGT
Vanguard Information Technolog

ETFs
171
+ 8.52%
$571.78 - $647.97 $97.8K - $111K
2.18K $1.35M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.86K
+ 2.64%
$77.86 - $79.27 $534K - $543K
267K $20.8M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
27.9K
+ 6.17%
$12.74 - $14.23 $356K - $398K
481K $6.24M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
241
+ 5.02%
$172.07 - $207.36 $41.5K - $50K
5.04K $996K
GNOM
Global X Fds Genomics & Biotec

ETFs
12.1K
New
$9.62 - $11.13 $117K - $135K
12.1K $117K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
6.29K
+ 2.84%
$48.33 - $49.08 $304K - $309K
228K $11M
DIS
Walt Disney CO

Communication Services
384
+ 16.28%
$92.39 - $117.6 $35.5K - $45.2K
2.74K $305K
BA
Boeing CO

Industrials
127
+ 7.32%
$138.14 - $180.72 $17.5K - $23K
1.86K $329K
LECO
Lincoln Electric Holdings Inc

Industrials
1.33K
+ 3.17%
$187.47 - $219.94 $248K - $291K
43.1K $8.09M
BAC
Bank Of America Corp

Financial Services
266
+ 2.65%
$39.22 - $47.77 $10.4K - $12.7K
10.3K $453K
ETR
Entergy Corp

Utilities
2.67K
+ 100.11%
$73.19 - $156.4 $195K - $418K
5.34K $404K
HON
Honeywell International Inc

Industrials
123
+ 10.85%
$202.84 - $236.0 $24.9K - $29K
1.26K $283K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
2.49K
+ 3.9%
$51.58 - $52.91 $128K - $132K
66.3K $3.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13K
+ 229.17%
$22.4 - $68.28 $291K - $888K
18.7K $432K
PAYX
Paychex Inc

Industrials
251
+ 12.96%
$135.86 - $148.73 $34.1K - $37.3K
2.19K $306K
HBAN
Huntington Bancshares Inc

Financial Services
301
+ 1.24%
$14.18 - $18.2 $4.27K - $5.48K
24.6K $400K
T
At&T Inc.

Communication Services
327
+ 0.77%
$21.22 - $23.88 $6.94K - $7.81K
42.7K $972K
RDVY
First Trust Rising Dividend Ac

ETFs
529
+ 13.63%
$58.65 - $64.37 $31K - $34.1K
4.41K $260K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
649
+ 10.19%
$50.37 - $50.6 $32.7K - $32.8K
7.02K $353K
GILD
Gilead Sciences, Inc.

Healthcare
55
+ 2.08%
$83.95 - $97.9 $4.62K - $5.38K
2.7K $249K
AXP
American Express CO

Financial Services
25
+ 3.3%
$267.35 - $305.57 $6.68K - $7.64K
782 $232K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.01K
+ 13.58%
$44.03 - $46.65 $44.6K - $47.3K
8.47K $374K
RTX
Raytheon Technologies Corp

Industrials
372
+ 12.16%
$114.45 - $127.21 $42.6K - $47.3K
3.43K $397K
MSFT
Microsoft Corp

Technology
1.18K
+ 2.19%
$406.35 - $454.46 $479K - $536K
55K $23.2M
ORCL
Oracle Corp

Technology
212
+ 7.41%
$165.41 - $192.43 $35.1K - $40.8K
3.07K $512K
EMTL
Spdr Doubleline Emerging Marke

ETFs
1.99K
+ 4.49%
$42.03 - $43.34 $83.6K - $86.2K
46.3K $1.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6.22K
+ 115.16%
$25.33 - $51.16 $158K - $318K
11.6K $300K
SBUX
Starbucks Corp

Consumer Cyclical
480
+ 14.03%
$87.44 - $102.5 $42K - $49.2K
3.9K $355K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.04%
$116.4 - $138.52 $116 - $139
2.34K $296K
SPMD
Spdr Portfolio

ETFs
377
+ 0.76%
$54.13 - $59.56 $20.4K - $22.5K
50.3K $2.75M
XLK
Technology Sector Spdr

ETFs
53
+ 4.26%
$220.26 - $241.44 $11.7K - $12.8K
1.3K $301K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
182
+ 6.98%
$134.53 - $150.65 $24.5K - $27.4K
2.79K $377K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
161
+ 1.32%
$61.68 - $67.87 $9.93K - $10.9K
12.4K $770K
MO
Altria Group, Inc.

Consumer Defensive
63
+ 1.23%
$49.06 - $57.74 $3.09K - $3.64K
5.19K $271K
SYK
Stryker Corp

Healthcare
37
+ 0.85%
$345.14 - $392.15 $12.8K - $14.5K
4.38K $1.58M
FDX
Fedex Corp

Industrials
2
+ 0.22%
$260.5 - $305.15 $521 - $610
925 $260K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
83
+ 3.13%
$100.24 - $101.35 $8.32K - $8.41K
2.73K $274K
AGZ
Ishares Agency Bond ETF

ETFs
1.96K
+ 2.3%
$107.68 - $110.37 $211K - $216K
86.9K $9.38M
FNDX
Schwab Fundamental U S Large C

ETFs
12K
+ 203.79%
$23.49 - $71.77 $282K - $860K
17.9K $423K
Arista Networks Inc
5.48K
New
N/A
5.48K $0
CARY
Angel Oak Fds Tr Income Etf(De
29.9K
+ 2.99%
N/A
1.03M $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
7.02K
+ 2.22%
N/A
323K $0
Lam Research Corp
3.94K
New
N/A
3.94K $0
Activity Summary
Buys All Purchases 135 New Holdings 20 Increased Positions 115 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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