Executive Wealth Management, LLC: summary

Executive Wealth Management, LLC reported 255 positions with a reported value of $1.28B in its 13F for Q4 2024. Compared with Q3 2024: 20 new positions, 26 exited.

Top positions

• ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
• VANGUARD MORTGAGE-BACKED SECURITIES ETF
• GOLDMAN SACHS ETF TR
• APPLE INC COM
• VANGUARD INTERMEDIATE-TERM TREASURY ETF
• SPDR SERIES TRUST
• GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
• STATE STREET SPDR PORTFOLIO S&P 500 ETF
• NVIDIA CORPORATION
• AMERICAN CENTY ETF TR