Executive Wealth Management, LLC Portfolio Holdings
Executive Wealth Management, LLC
- $1.15 Billion
- Q4 2024
Executive Wealth Management, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 378 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $66.4M, Vanguard Mortg Backed Sec ETF with a value of $50.8M, Apple Inc. with a value of $48.4M, Vanguard Intermediate Term Tre with a value of $35M, and Spdr Portfolio with a value of $34.9M.
Examining the 13F form we can see an decrease of $10M in the current position value, from $1.16B to 1.15B.
Below you can find more details about Executive Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
ETFs: $593 Million
Technology: $185 Million
Industrials: $79.4 Million
Healthcare: $54.2 Million
Financial Services: $53.5 Million
Consumer Defensive: $44.4 Million
Consumer Cyclical: $40.6 Million
Communication Services: $37.7 Million
Other: $45.5 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 378
- Current Value $1.15 Billion
- Prior Value $1.16 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 20 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks