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
GIGB
Goldman Sachs ETF Access Invt
29.4K
+ 2.75%
N/A
1.1M $0
Fidelity Wise Origin Bitcoin
1.85K
+ 7.01%
N/A
28.2K $0
Tidal Tr Ii
10.6K
+ 75.57%
N/A
24.7K $0
Ishares Tr
38.9K
+ 39.56%
N/A
137K $0
PM
Philip Morris International Inc.

Consumer Defensive
42
+ 1.0%
$118.38 - $133.06 $4.97K - $5.59K
4.23K $508K
Ishares Bitcoin Trust ETF
5.69K
+ 12.19%
N/A
52.4K $0
Vaneck Ethereum Tr
1.52K
+ 8.22%
N/A
20K $0
Blackrock Inc
10.2K
New
N/A
10.2K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
4.4K
+ 2.68%
N/A
168K $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2.37K
+ 14.88%
N/A
18.3K $0
CMCSA
Comcast Corp

Communication Services
95
+ 1.33%
$37.39 - $45.14 $3.55K - $4.29K
7.23K $271K
AFL
Aflac Inc

Financial Services
15
+ 0.43%
$100.37 - $115.27 $1.51K - $1.73K
3.54K $365K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
54
+ 1.12%
$63.27 - $70.31 $3.42K - $3.8K
4.87K $309K
MPC
Marathon Petroleum Corp

Energy
1
+ 0.05%
$131.65 - $174.84 $132 - $175
1.84K $256K
ABBV
Abb Vie Inc.

Healthcare
81
+ 2.79%
$164.99 - $203.87 $13.4K - $16.5K
2.98K $530K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8K
+ 170.44%
$26.93 - $84.95 $215K - $680K
12.7K $346K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.05%
$442.29 - $483.08 $2.21K - $2.42K
10.2K $4.62M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1K
+ 1.35%
$44.87 - $46.86 $45K - $47K
75.2K $3.37M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.59K
+ 1.59%
$57.53 - $60.83 $91.5K - $96.7K
102K $5.85M
GOVZ
Ishares 25+ Year Treasury Stri

ETFs
389
+ 0.61%
$9.86 - $11.9 $3.84K - $4.63K
64K $632K
DOX
Amdocs LTD

Technology
828
+ 0.98%
$82.94 - $92.86 $68.7K - $76.9K
84.9K $7.23M
DTE
Dte Energy CO

Utilities
53
+ 0.24%
$117.04 - $129.77 $6.2K - $6.88K
21.9K $2.64M
PG
Procter & Gamble CO

Consumer Defensive
296
+ 0.55%
$161.05 - $179.7 $47.7K - $53.2K
54.1K $9.07M
AMGN
Amgen Inc

Healthcare
4.55K
+ 18.6%
$258.78 - $328.31 $1.18M - $1.49M
29K $7.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16
+ 0.01%
$113.92 - $127.38 $1.82K - $2.04K
186K $21.4M
ROP
Roper Technologies Inc

Industrials
42
+ 0.32%
$519.85 - $575.95 $21.8K - $24.2K
13.2K $6.89M
UPS
United Parcel Service Inc

Industrials
714
+ 1.27%
$122.65 - $138.35 $87.6K - $98.8K
57.1K $7.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.7K
+ 2.67%
$57.78 - $60.4 $906K - $947K
603K $35M
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 0.04%
$288.47 - $316.54 $4.62K - $5.06K
37.7K $10.9M
HSY
Hershey CO

Consumer Defensive
1.44K
+ 3.56%
$168.67 - $193.65 $242K - $278K
41.8K $7.07M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
29.6K
+ 2.72%
$45.17 - $47.23 $1.34M - $1.4M
1.12M $50.8M
TMDX
Trans Medics Group, Inc.

Healthcare
7.42K
+ 57.12%
$59.28 - $144.9 $440K - $1.08M
20.4K $1.27M
VGLT
Vanguard Long Term Treasury Et

ETFs
679
+ 0.42%
$55.1 - $61.74 $37.4K - $41.9K
162K $8.95M
PLD
Prologis, Inc.

Real Estate
3.84K
+ 4.2%
$101.4 - $126.96 $389K - $488K
95.4K $10.1M
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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