Executive Wealth Management, LLC Sells in Q4 2024

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EMR
Emerson Electric CO

Industrials
-62.4K
- 94.81%
$108.13 - $134.33 $6.75M - $8.38M
3.42K $423K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-64.6K
- 20.57%
$88.59 - $94.57 $5.73M - $6.11M
250K $22.2M
IAU
Ishares Gold Trust

ETFs
-113K
- 40.97%
$48.37 - $52.65 $5.49M - $5.97M
163K $8.09M
USRT
Ishares Core U.S. Reit ETF

ETFs
-90.2K
- 96.22%
$55.97 - $62.75 $5.05M - $5.66M
3.54K $202K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-112K
- 94.47%
$44.04 - $49.49 $4.92M - $5.53M
6.54K $288K
MRK
Merck & Co., Inc.

Healthcare
-15.4K
- 14.95%
$96.31 - $114.76 $1.48M - $1.77M
87.7K $8.72M
AVDE
American Centy ETF Tr Avantis

ETFs
-2.95K
- 0.76%
$60.9 - $66.69 $180K - $197K
388K $23.8M
AMD
Advanced Micro Devices Inc

Technology
-46
- 0.09%
$118.88 - $172.8 $5.47K - $7.95K
52.8K $6.38M
AVEM
American Centy ETF Tr Avantis

ETFs
-549
- 0.21%
$58.59 - $66.14 $32.2K - $36.3K
258K $15.2M
WMT
Walmart Inc.

Consumer Defensive
-29.3K
- 23.71%
$79.1 - $95.7 $2.31M - $2.8M
94.1K $8.51M
FTNT
Fortinet, Inc.

Technology
-27K
- 34.46%
$76.49 - $99.21 $2.06M - $2.67M
51.3K $4.84M
CMI
Cummins Inc

Industrials
-5.5K
- 18.68%
$324.93 - $383.42 $1.79M - $2.11M
24K $8.35M
HD
Home Depot, Inc.

Consumer Cyclical
-1.91K
- 7.91%
$385.02 - $431.37 $737K - $826K
22.3K $8.67M
ADI
Analog Devices Inc

Technology
-791
- 1.48%
$206.35 - $236.48 $163K - $187K
52.5K $11.1M
ADBE
Adobe Inc.

Technology
-206
- 1.99%
$437.39 - $552.96 $90.1K - $114K
10.1K $4.5M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.9K
- 1.72%
$51.09 - $55.27 $250K - $271K
279K $14.3M
NVO
Novo Nordisk A S

Healthcare
-664
- 3.27%
$85.0 - $120.04 $56.4K - $79.7K
19.6K $1.69M
LLY
Eli Lilly & CO

Healthcare
-97
- 1.87%
$727.2 - $932.06 $70.5K - $90.4K
5.1K $3.94M
STZ
Constellation Brands, Inc.

Consumer Defensive
-230
- 1.77%
$219.66 - $257.62 $50.5K - $59.3K
12.8K $2.82M
CTAS
Cintas Corp

Industrials
-492
- 2.68%
$182.7 - $226.47 $89.9K - $111K
17.9K $3.26M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-491
- 1.31%
$209.89 - $233.24 $103K - $115K
36.9K $7.83M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-12.7K
- 9.36%
$40.26 - $44.35 $512K - $565K
123K $5.11M
NKE
Nike, Inc.

Consumer Cyclical
-2.43K
- 12.65%
$73.36 - $89.13 $178K - $216K
16.8K $1.27M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.21K
- 1.52%
$126.68 - $134.74 $280K - $297K
143K $18.3M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.91K
- 10.17%
$87.1 - $98.49 $167K - $189K
16.9K $1.48M
RMD
Resmed Inc

Healthcare
-553
- 4.03%
$228.69 - $256.07 $126K - $142K
13.2K $3.01M
ASML
Asml Holding Nv

Technology
-213
- 17.56%
$658.43 - $872.27 $140K - $186K
1K $693K
ITA
Ishares Tr

ETFs
-1.97K
- 53.46%
$144.31 - $157.31 $285K - $310K
1.72K $249K
COST
Costco Wholesale Corp

Consumer Defensive
-490
- 9.15%
$873.59 - $994.69 $428K - $487K
4.87K $4.46M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-6.75K
- 56.8%
$39.3 - $41.34 $265K - $279K
5.13K $202K
AMAT
Applied Materials Inc

Technology
-303
- 5.0%
$161.44 - $213.89 $48.9K - $64.8K
5.75K $935K
DOCS
Doximity, Inc.

Healthcare
-15K
- 26.37%
$41.25 - $61.25 $619K - $919K
41.9K $2.24M
AEP
American Electric Power CO Inc

Utilities
-313
- 1.8%
$90.91 - $102.21 $28.5K - $32K
17.1K $1.58M
GLD
Spdr Gold Trust

ETFs
-638
- 1.17%
$236.59 - $257.5 $151K - $164K
54K $13.1M
SLV
I Shares Silver Trust

ETFs
-6.37K
- 42.28%
$26.33 - $31.74 $168K - $202K
8.69K $228K
XLF
Financial Sector Spdr

ETFs
-4.64K
- 35.35%
$44.89 - $51.34 $208K - $238K
8.49K $410K
VPU
Vanguard Utilities ETF

ETFs
-926
- 39.73%
$160.52 - $179.11 $149K - $166K
1.41K $229K
QINT
American Centy ETF Tr Quality

ETFs
-718
- 2.22%
$47.57 - $51.38 $34.2K - $36.9K
31.7K $1.52M
JHMM
John Hancock Multifactor Mid C

ETFs
-323
- 0.11%
$59.61 - $64.8 $19.3K - $20.9K
295K $17.6M
MPWR
Monolithic Power Systems Inc

Technology
-43
- 10.75%
$560.06 - $942.58 $24.1K - $40.5K
357 $211K
IWM
Ishares Russell 2000 ETF

ETFs
-682
- 40.12%
$216.13 - $242.4 $147K - $165K
1.02K $224K
XLE
Energy Sector Spdr

ETFs
-1.49K
- 15.3%
$83.32 - $97.27 $124K - $145K
8.25K $707K
RSG
Republic Services, Inc.

Industrials
-784
- 1.68%
$198.0 - $218.75 $155K - $172K
45.9K $9.22M
MU
Micron Technology Inc

Technology
-183
- 3.21%
$84.16 - $113.41 $15.4K - $20.8K
5.51K $463K
TTD
Trade Desk, Inc.

Technology
-1.58K
- 21.18%
$108.7 - $139.51 $172K - $220K
5.88K $690K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.21K
- 33.21%
$100.22 - $100.73 $122K - $122K
2.44K $244K
TGT
Target Corp

Consumer Defensive
-120
- 2.35%
$121.59 - $160.69 $14.6K - $19.3K
4.98K $673K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-266
- 7.53%
$521.84 - $558.82 $139K - $149K
3.27K $1.76M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-1.85K
- 13.49%
$60.19 - $64.39 $111K - $119K
11.9K $729K
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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