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
IWF
Ishares Russell 1000 Gr ETF

ETFs
-333
- 24.13%
$370.24 - $418.94 $123K - $140K
1.05K $420K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-720
- 14.88%
$96.64 - $101.23 $69.6K - $72.9K
4.12K $399K
KO
Coca Cola CO

Consumer Defensive
-352
- 5.29%
$61.74 - $71.71 $21.7K - $25.2K
6.3K $392K
IEF
Ishares Barclays

ETFs
-471
- 6.75%
$92.08 - $98.18 $43.4K - $46.2K
6.51K $601K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.23K
- 19.23%
$65.31 - $74.15 $80.5K - $91.4K
5.17K $349K
VEU
Vanguard Ftse All World Ex Us

ETFs
-375
- 4.43%
$57.29 - $63.1 $21.5K - $23.7K
8.09K $464K
F
Ford Motor CO

Consumer Cyclical
-3.94K
- 8.8%
$9.69 - $11.4 $38.2K - $44.9K
40.8K $404K
CAT
Caterpillar Inc

Industrials
-12
- 0.55%
$360.37 - $416.88 $4.32K - $5K
2.16K $784K
EBAY
Ebay Inc

Consumer Cyclical
-502
- 5.28%
$57.51 - $67.17 $28.9K - $33.7K
9K $557K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-368
- 3.7%
$71.75 - $75.11 $26.4K - $27.6K
9.57K $687K
VZ
Verizon Communications Inc

Communication Services
-448
- 6.67%
$39.6 - $45.21 $17.7K - $20.3K
6.27K $250K
DUK
Duke Energy Corp

Utilities
-285
- 10.63%
$105.76 - $120.76 $30.1K - $34.4K
2.4K $258K
LOW
Lowes Companies Inc

Consumer Cyclical
-88
- 7.41%
$244.52 - $284.07 $21.5K - $25K
1.1K $271K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-483
- 5.76%
$63.15 - $75.4 $30.5K - $36.4K
7.9K $506K
PFE
Pfizer Inc

Healthcare
-295
- 1.79%
$24.8 - $30.19 $7.32K - $8.91K
16.1K $428K
EEMV
Ishares Msci Emerging Markets

ETFs
-323
- 6.77%
$57.85 - $63.11 $18.7K - $20.4K
4.45K $257K
SSNC
Ss&C Technologies Holdings Inc

Technology
-2.5K
- 2.58%
$69.93 - $77.36 $175K - $194K
94.7K $7.17M
IVE
Ishares S&P 500 Value ETF

ETFs
-73
- 2.83%
$189.5 - $206.17 $13.8K - $15.1K
2.51K $479K
SOXX
Ishares Semiconductor ETF

ETFs
-19
- 1.16%
$211.27 - $239.8 $4.01K - $4.56K
1.62K $348K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-140
- 2.54%
$105.45 - $117.99 $14.8K - $16.5K
5.38K $570K
CMS
Cms Energy Corp

Utilities
-9
- 0.14%
$65.76 - $71.94 $592 - $647
6.37K $424K
PAVE
Global X Fds Us Infrastructure

ETFs
-427
- 5.35%
$40.41 - $45.95 $17.3K - $19.6K
7.55K $305K
MNST
Monster Beverage Corp

Consumer Defensive
-716
- 1.3%
$49.24 - $56.38 $35.3K - $40.4K
54.2K $2.85M
VTI
Vanguard Total Stock Market Et

ETFs
-82
- 5.08%
$280.04 - $302.45 $23K - $24.8K
1.53K $443K
XLP
Consumer Staples Sector Spdr

ETFs
-141
- 3.09%
N/A
4.42K $335K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-30
- 2.56%
$417.69 - $450.94 $12.5K - $13.5K
1.14K $485K
NOK
Nokia Corp

Technology
-2.5K
- 7.36%
$4.13 - $4.95 $10.3K - $12.4K
31.5K $139K
PARA
Paramount Global

Communication Services
-29
- 0.19%
$10.27 - $11.57 $298 - $336
15K $156K
ZS
Zscaler, Inc.

Technology
-93
- 5.67%
$166.99 - $211.99 $15.5K - $19.7K
1.55K $278K
CACI
Caci International Inc

Technology
-4
- 0.53%
N/A
750 $320K
Innovator Etfs Trust
-9.24K
- 32.73%
N/A
19K $0
CSCO
Cisco Systems, Inc.

Technology
-576
- 8.9%
$52.45 - $60.02 $30.2K - $34.6K
5.9K $349K
VUG
Vanguard Growth ETF

ETFs
-211
- 5.42%
$378.79 - $428.11 $79.9K - $90.3K
3.68K $1.51M
CRWD
Crowd Strike Holdings, Inc.

Technology
-126
- 12.5%
$275.15 - $388.2 $34.7K - $48.9K
882 $301K
CDNS
Cadence Design Systems Inc

Technology
-95
- 4.91%
$249.1 - $324.54 $23.7K - $30.8K
1.84K $552K
TQQQ
Proshares Ultrapro Qqq

ETFs
-138
- 2.19%
$69.42 - $93.29 $9.58K - $12.9K
6.16K $487K
EPD
Enterprise Products Partners L.P.

Energy
-96
- 0.56%
$28.66 - $34.43 $2.75K - $3.31K
17K $533K
ET
Energy Transfer LP

Energy
-400
- 2.44%
$16.05 - $19.86 $6.42K - $7.94K
16K $312K
TJX
Tjx Companies Inc

Consumer Cyclical
-92
- 0.29%
$112.15 - $127.2 $10.3K - $11.7K
31.7K $3.83M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-976
- 13.02%
$47.29 - $84.74 $46.2K - $82.7K
6.52K $486K
ANSS
Ansys Inc

Technology
-56
- 0.79%
$313.05 - $361.45 $17.5K - $20.2K
7.06K $2.38M
TRV
Travelers Companies, Inc.

Financial Services
-533
- 1.39%
$225.97 - $266.66 $120K - $142K
37.7K $9.08M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-10.9K
- 2.08%
$124.26 - $134.12 $1.36M - $1.47M
516K $66.4M
NFLX
Netflix Inc

Communication Services
-59
- 4.28%
$687.65 - $936.56 $40.6K - $55.3K
1.32K $1.18M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-216
- 1.58%
$481.22 - $538.17 $104K - $116K
13.4K $6.87M
JPM
Jpmorgan Chase & CO

Financial Services
-5.41K
- 9.89%
$205.18 - $250.29 $1.11M - $1.35M
49.3K $11.8M
META
Meta Platforms, Inc.

Communication Services
-408
- 1.34%
$554.08 - $632.68 $226K - $258K
30.1K $17.7M
NOW
Service Now, Inc.

Technology
-102
- 3.08%
$867.18 - $1148.42 $88.5K - $117K
3.21K $3.4M
ADP
Automatic Data Processing Inc

Industrials
-187
- 0.57%
$280.08 - $307.97 $52.4K - $57.6K
32.7K $9.57M
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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