Executive Wealth Management, LLC Incresed Positions in Q4 2024

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
RTX
Raytheon Technologies Corp

Industrials
372
+ 12.16%
$114.45 - $127.21 $42.6K - $47.3K
3.43K $397K
JMBS
Janus Detroit Str Tr Henderson

ETFs
1.01K
+ 13.58%
$44.03 - $46.65 $44.6K - $47.3K
8.47K $374K
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
MO
Altria Group, Inc.

Consumer Defensive
63
+ 1.23%
$49.06 - $57.74 $3.09K - $3.64K
5.19K $271K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
161
+ 1.32%
$61.68 - $67.87 $9.93K - $10.9K
12.4K $770K
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
Vaneck Ethereum Tr
1.52K
+ 8.22%
N/A
20K $0
Ishares Bitcoin Trust ETF
5.69K
+ 12.19%
N/A
52.4K $0
Ishares Tr
38.9K
+ 39.56%
N/A
137K $0
GIGB
Goldman Sachs ETF Access Invt
29.4K
+ 2.75%
N/A
1.1M $0
CARY
Angel Oak Fds Tr Income Etf(De
29.9K
+ 2.99%
N/A
1.03M $0
EWRE
Invesco S&P 500 Equal Weight R

ETFs
2.37K
+ 14.88%
N/A
18.3K $0
Fidelity Wise Origin Bitcoin
1.85K
+ 7.01%
N/A
28.2K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
4.4K
+ 2.68%
N/A
168K $0
Tidal Tr Ii
10.6K
+ 75.57%
N/A
24.7K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
7.02K
+ 2.22%
N/A
323K $0
PM
Philip Morris International Inc.

Consumer Defensive
42
+ 1.0%
$118.38 - $133.06 $4.97K - $5.59K
4.23K $508K
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
101K
+ 2525.8%
N/A
105K $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
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
Track This Portfolio

Track Executive Wealth Management, LLC Portfolio

Follow Executive Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Executive Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email