Top 50 Executive Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 5.2% | 516.0K | $66.4M | -2.08%(-10.93K) | — | 2024-12-31 | |
| VMBS | VANGUARD SCOTTSDALE FDS | 3.98% | 1.12M | $50.8M | +2.72%(+29.63K) | — | 2024-12-31 | |
| GIGB | GOLDMAN SACHS ETF TR | 3.88% | 1.10M | $49.5M | +2.75%(+29.43K) | — | 2024-12-31 | |
| AAPL | APPLE INC | 3.79% | 193.4K | $48.4M | -4.77%(-9.68K) | — | 2024-12-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.74% | 603.0K | $35.0M | +2.67%(+15.69K) | — | 2024-12-31 | |
| SPYG | SPDR SER TR | 2.73% | 396.7K | $34.9M | -1.90%(-7.68K) | — | 2024-12-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 2.65% | 1.02M | $33.9M | +0.57%(+5.72K) | — | 2024-12-31 | |
| SPLG | SPDR SER TR | 2.3% | 425.4K | $29.3M | +1.99%(+8.32K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 1.96% | 186.6K | $25.1M | -6.48%(-12.94K) | — | 2024-12-31 | |
| AVDE | AMERICAN CENTY ETF TR | 1.86% | 387.9K | $23.8M | -0.76%(-2.95K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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