StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Executive Wealth Management, Llc reports $1.28B in US-listed equity holdings across 378 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (5.2%), VMBS (4.0%) and GIGB (3.9%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Executive Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Executive Wealth Management, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1542611). View Executive Wealth Management, Llc’s 13F filings on SEC