Executive Wealth Management, LLC current holdings: USA Stocks
Executive Wealth Management, LLC reported $0.58 billion in share positions in stocks (listed in the US), 140 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are AAPL, NVDA, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 193,396; Value $48,430,099.
- NVDA: Country of operation United States; Class COM; Shares 186,591; Value $25,057,337.
- MSFT: Country of operation United States; Class COM; Shares 55,034; Value $23,196,545.
- META: Country of operation United States; Class CL A; Shares 30,052; Value $17,595,916.
Form 13F-HR as filed (SEC CIK 1542611): quarter ended 2024-12-31, filed 2025-02-13. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 193,396 | $48,430,099 | 8.30% | 2024-12-31 | 2025-02-13 | |
| NVDA NVIDIA CORPORATION | United States | COM | 186,591 | $25,057,337 | 4.30% | 2024-12-31 | 2025-02-13 | +69.19% |
| MSFT MICROSOFT CORP | United States | COM | 55,034 | $23,196,545 | 3.98% | 2024-12-31 | 2025-02-13 | +20.75% |
| META META PLATFORMS INC | United States | CL A | 30,052 | $17,595,916 | 3.02% | 2024-12-31 | 2025-02-13 | +26.18% |
| AMZN AMAZON COM INC | United States | COM | 59,828 | $13,125,574 | 2.25% | 2024-12-31 | 2025-02-13 | +12.43% |
| GLD SPDR GOLD TR | United States | GOLD SHS | 54,019 | $13,079,580 | 2.24% | 2024-12-31 | 2025-02-13 | +58.13% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 49,320 | $11,822,499 | 2.03% | 2024-12-31 | 2025-02-13 | +39.74% |
| ADI ANALOG DEVICES INC | United States | COM | 52,477 | $11,149,289 | 1.91% | 2024-12-31 | 2025-02-13 | +87.43% |
| MCD MCDONALDS CORP | United States | COM | 37,665 | $10,918,906 | 1.87% | 2024-12-31 | 2025-02-13 | -19.29% |
| JNJ JOHNSON & JOHNSON | United States | COM | 73,193 | $10,585,118 | 1.81% | 2024-12-31 | 2025-02-13 | +85.02% |
| BLK BLACKROCK INC | United States | COM | 10,209 | $10,465,149 | 1.79% | 2024-12-31 | 2025-02-13 | +4.18% |
| PLD PROLOGIS INC. | United States | COM | 95,393 | $10,083,073 | 1.73% | 2024-12-31 | 2025-02-13 | +25.46% |
| XOMXXXX EXXON MOBIL CORP | COM | 91,259 | $9,816,742 | 1.68% | 2024-12-31 | 2025-02-13 | ||
| GOOGL ALPHABET INC | United States | CAP STK CL A | 51,147 | $9,682,146 | 1.66% | 2024-12-31 | 2025-02-13 | +80.10% |
| UNP UNION PAC CORP | United States | COM | 42,306 | $9,647,475 | 1.65% | 2024-12-31 | 2025-02-13 | +20.22% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 32,687 | $9,568,295 | 1.64% | 2024-12-31 | 2025-02-13 | -10.57% |
| RSG REPUBLIC SVCS INC | United States | COM | 45,853 | $9,224,861 | 1.58% | 2024-12-31 | 2025-02-13 | +5.34% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 37,686 | $9,078,096 | 1.56% | 2024-12-31 | 2025-02-13 | +50.78% |
| PG PROCTER AND GAMBLE CO | United States | COM | 54,103 | $9,070,348 | 1.55% | 2024-12-31 | 2025-02-13 | -11.53% |
| MRK MERCK & CO INC | United States | COM | 87,675 | $8,721,923 | 1.50% | 2024-12-31 | 2025-02-13 | +50.06% |
| HD HOME DEPOT INC | United States | COM | 22,277 | $8,665,482 | 1.49% | 2024-12-31 | 2025-02-13 | -25.95% |
| WMT WALMART INC | United States | COM | 94,142 | $8,505,707 | 1.46% | 2024-12-31 | 2025-02-13 | +18.21% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 24,114 | $8,483,283 | 1.45% | 2024-12-31 | 2025-02-13 | -49.65% | |
| SO SOUTHERN CO | United States | COM | 102,859 | $8,467,337 | 1.45% | 2024-12-31 | 2025-02-13 | +1.37% |
| CMI CUMMINS INC | United States | COM | 23,956 | $8,351,208 | 1.43% | 2024-12-31 | 2025-02-13 | +49.56% |
| IAU ISHARES GOLD TR | United States | ISHARES NEW | 163,439 | $8,091,865 | 1.39% | 2024-12-31 | 2025-02-13 | +58.59% |
| LECO LINCOLN ELEC HLDGS INC | United States | COM | 43,136 | $8,086,682 | 1.39% | 2024-12-31 | 2025-02-13 | +44.46% |
| CORT CORCEPT THERAPEUTICS INC | United States | COM | 156,394 | $7,880,694 | 1.35% | 2024-12-31 | 2025-02-13 | — split 2025-03-31, ratio not on file |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 36,881 | $7,833,872 | 1.34% | 2024-12-31 | 2025-02-13 | -19.77% |
| PEP PEPSICO INC | United States | COM | 51,400 | $7,815,940 | 1.34% | 2024-12-31 | 2025-02-13 | -15.37% |
| MA MASTERCARD INCORPORATED | United States | CL A | 14,637 | $7,707,327 | 1.32% | 2024-12-31 | 2025-02-13 | +7.03% |
| V VISA INC | United States | COM CL A | 24,291 | $7,676,954 | 1.32% | 2024-12-31 | 2025-02-13 | +15.77% |
| NEE NEXTERA ENERGY INC | United States | COM | 105,466 | $7,560,859 | 1.30% | 2024-12-31 | 2025-02-13 | +5.86% |
| AMGN AMGEN INC | United States | COM | 29,005 | $7,559,777 | 1.30% | 2024-12-31 | 2025-02-13 | +62.54% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 14,903 | $7,242,078 | 1.24% | 2024-12-31 | 2025-02-13 | +5.41% |
| DOX AMDOCS LTD | SHS | 84,934 | $7,231,280 | 1.24% | 2024-12-31 | 2025-02-13 | -32.36% | |
| UPS UNITED PARCEL SERVICE INC | United States | CL B | 57,111 | $7,201,638 | 1.23% | 2024-12-31 | 2025-02-13 | -25.51% |
| SSNC SS&C TECHNOLOGIES HLDGS INC | United States | COM | 94,678 | $7,174,721 | 1.23% | 2024-12-31 | 2025-02-13 | +2.39% |
| HSY HERSHEY CO | United States | COM | 41,751 | $7,070,584 | 1.21% | 2024-12-31 | 2025-02-13 | -4.69% |
| ROP ROPER TECHNOLOGIES INC | United States | COM | 13,247 | $6,886,386 | 1.18% | 2024-12-31 | 2025-02-13 | -32.78% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 52,832 | $6,381,524 | 1.09% | 2024-12-31 | 2025-02-13 | +403.00% |
| APH AMPHENOL CORP NEW | United States | CL A | 79,608 | $5,528,762 | 0.95% | 2024-12-31 | 2025-02-13 | — split 2026-08-28, ratio not on file |
| UUP INVESCO DB US DLR INDEX TR | United States | BULLISH FD | 173,608 | $5,107,553 | 0.88% | 2024-12-31 | 2025-02-13 | -2.28% |
| GLDM WORLD GOLD TR | United States | SPDR GLD MINIS | 98,081 | $5,099,231 | 0.87% | 2024-12-31 | 2025-02-13 | +58.95% |
| FTNT FORTINET INC | United States | COM | 51,257 | $4,842,761 | 0.83% | 2024-12-31 | 2025-02-13 | +86.24% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 10,185 | $4,616,657 | 0.79% | 2024-12-31 | 2025-02-13 | ||
| ADBE ADOBE INC | United States | COM | 10,125 | $4,502,496 | 0.77% | 2024-12-31 | 2025-02-13 | -47.56% |
| COST COSTCO WHSL CORP NEW | United States | COM | 4,868 | $4,460,775 | 0.76% | 2024-12-31 | 2025-02-13 | +0.91% |
| AVGO BROADCOM INC | United States | COM | 18,687 | $4,332,309 | 0.74% | 2024-12-31 | 2025-02-13 | +53.17% |
| LLY ELI LILLY & CO | United States | COM | 5,103 | $3,939,799 | 0.68% | 2024-12-31 | 2025-02-13 | +53.45% |
| TJX TJX COS INC NEW | United States | COM | 31,741 | $3,834,591 | 0.66% | 2024-12-31 | 2025-02-13 | +10.75% |
| GOOG ALPHABET INC | United States | CAP STK CL C | 19,235 | $3,663,144 | 0.63% | 2024-12-31 | 2025-02-13 | +77.13% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 20,118 | $3,660,671 | 0.63% | 2024-12-31 | 2025-02-13 | +113.46% |
| EME EMCOR GROUP INC | United States | COM | 7,962 | $3,613,874 | 0.62% | 2024-12-31 | 2025-02-13 | +67.89% |
| CRM SALESFORCE INC | United States | COM | 10,192 | $3,407,506 | 0.58% | 2024-12-31 | 2025-02-13 | -32.61% |
| NOW SERVICENOW INC | United States | COM | 3,207 | $3,400,030 | 0.58% | 2024-12-31 | 2025-02-13 | -38.71% |
| NET CLOUDFLARE INC | United States | CL A COM | 31,335 | $3,374,152 | 0.58% | 2024-12-31 | 2025-02-13 | +227.14% |
| CTAS CINTAS CORP | United States | COM | 17,857 | $3,262,401 | 0.56% | 2024-12-31 | 2025-02-13 | +8.23% |
| EA ELECTRONIC ARTS INC | United States | COM | 22,248 | $3,254,874 | 0.56% | 2024-12-31 | 2025-02-13 | |
| ETN EATON CORP PLC | SHS | 9,532 | $3,163,349 | 0.54% | 2024-12-31 | 2025-02-13 | +30.55% | |
| DOCU DOCUSIGN INC | United States | COM | 34,262 | $3,081,525 | 0.53% | 2024-12-31 | 2025-02-13 | -25.53% |
| RMD RESMED INC | United States | COM | 13,159 | $3,009,273 | 0.52% | 2024-12-31 | 2025-02-13 | -2.56% |
| MNST MONSTER BEVERAGE CORP NEW | United States | COM | 54,238 | $2,850,749 | 0.49% | 2024-12-31 | 2025-02-13 | — split 2026-07-20, ratio not on file |
| STZ CONSTELLATION BRANDS INC | United States | CL A | 12,755 | $2,818,799 | 0.48% | 2024-12-31 | 2025-02-13 | -48.97% |
| DTE DTE ENERGY CO | United States | COM | 21,860 | $2,639,609 | 0.45% | 2024-12-31 | 2025-02-13 | +1.36% |
| HCA HCA HEALTHCARE INC | United States | COM | 8,746 | $2,625,004 | 0.45% | 2024-12-31 | 2025-02-13 | +43.80% |
| FBTC FIDELITY WISE ORIGIN BITCOIN | United States | SHS | 28,200 | $2,300,556 | 0.39% | 2024-12-31 | 2025-02-13 | -10.87% |
| DOCS DOXIMITY INC | United States | CL A | 41,867 | $2,235,279 | 0.38% | 2024-12-31 | 2025-02-13 | -50.33% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 3,416 | $1,727,916 | 0.30% | 2024-12-31 | 2025-02-13 | -25.88% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 17,111 | $1,578,137 | 0.27% | 2024-12-31 | 2025-02-13 | +29.35% |
| SYK STRYKER CORPORATION | United States | COM | 4,380 | $1,576,962 | 0.27% | 2024-12-31 | 2025-02-13 | -22.57% |
| FSLR FIRST SOLAR INC | United States | COM | 8,832 | $1,556,552 | 0.27% | 2024-12-31 | 2025-02-13 | +0.39% |
| PLTR PALANTIR TECHNOLOGIES INC | United States | CL A | 20,029 | $1,514,793 | 0.26% | 2024-12-31 | 2025-02-13 | +147.22% |
| TMDX TRANSMEDICS GROUP INC | United States | COM | 20,422 | $1,273,312 | 0.22% | 2024-12-31 | 2025-02-13 | +34.84% |
| NKE NIKE INC | United States | CL B | 16,765 | $1,268,570 | 0.22% | 2024-12-31 | 2025-02-13 | -52.64% |
| TSLA TESLA INC | United States | COM | 3,101 | $1,252,308 | 0.21% | 2024-12-31 | 2025-02-13 | -12.63% |
| NFLX NETFLIX INC | United States | COM | 1,321 | $1,177,434 | 0.20% | 2024-12-31 | 2025-02-13 | -21.13% |
| BX BLACKSTONE INC | United States | COM | 6,780 | $1,169,006 | 0.20% | 2024-12-31 | 2025-02-13 | -33.88% |
| DTM DT MIDSTREAM INC | United States | COMMON STOCK | 10,612 | $1,055,167 | 0.18% | 2024-12-31 | 2025-02-13 | +22.33% |
| T AT&T INC | United States | COM | 42,724 | $972,825 | 0.17% | 2024-12-31 | 2025-02-13 | +7.51% |
| AMAT APPLIED MATLS INC | United States | COM | 5,751 | $935,323 | 0.16% | 2024-12-31 | 2025-02-13 | +214.83% |
| SRE SEMPRA | United States | COM | 10,238 | $898,077 | 0.15% | 2024-12-31 | 2025-02-13 | -10.88% |
| CAT CATERPILLAR INC | United States | COM | 2,162 | $784,442 | 0.13% | 2024-12-31 | 2025-02-13 | +127.88% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 1,000 | $693,068 | 0.12% | 2024-12-31 | 2025-02-13 | +164.67% | |
| TTD THE TRADE DESK INC | United States | COM CL A | 5,875 | $690,489 | 0.12% | 2024-12-31 | 2025-02-13 | -89.75% |
| TGT TARGET CORP | United States | COM | 4,979 | $673,109 | 0.12% | 2024-12-31 | 2025-02-13 | +15.72% |
| BNS BANK NOVA SCOTIA HALIFAX | COM | 11,352 | $609,829 | 0.10% | 2024-12-31 | 2025-02-13 | +72.13% | |
| ANET ARISTA NETWORKS INC | United States | COM SHS | 5,479 | $605,594 | 0.10% | 2024-12-31 | 2025-02-13 | +83.53% |
| EBAY EBAY INC. | United States | COM | 8,999 | $557,495 | 0.10% | 2024-12-31 | 2025-02-13 | +69.83% |
| CDNS CADENCE DESIGN SYSTEM INC | United States | COM | 1,840 | $552,846 | 0.09% | 2024-12-31 | 2025-02-13 | +7.89% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 17,020 | $533,748 | 0.09% | 2024-12-31 | 2025-02-13 | +14.86% |
| ABBV ABBVIE INC | United States | COM | 2,984 | $530,190 | 0.09% | 2024-12-31 | 2025-02-13 | +48.17% |
| ORCL ORACLE CORP | United States | COM | 3,074 | $512,323 | 0.09% | 2024-12-31 | 2025-02-13 | -17.31% |
| PM PHILIP MORRIS INTL INC | United States | COM | 4,229 | $508,911 | 0.09% | 2024-12-31 | 2025-02-13 | +61.11% |
| RYAN RYAN SPECIALTY HOLDINGS INC | United States | CL A | 7,900 | $506,833 | 0.09% | 2024-12-31 | 2025-02-13 | -41.01% |
| MU MICRON TECHNOLOGY INC | United States | COM | 5,513 | $463,969 | 0.08% | 2024-12-31 | 2025-02-13 | +1165.54% |
| BAC BANK AMERICA CORP | United States | COM | 10,322 | $453,662 | 0.08% | 2024-12-31 | 2025-02-13 | +25.05% |
| TRP TC ENERGY CORP | COM | 9,324 | $433,846 | 0.07% | 2024-12-31 | 2025-02-13 | +25.21% | |
| PFE PFIZER INC | United States | COM | 16,148 | $428,409 | 0.07% | 2024-12-31 | 2025-02-13 | +8.25% |
| CMS CMS ENERGY CORP | United States | COM | 6,368 | $424,427 | 0.07% | 2024-12-31 | 2025-02-13 | -4.80% |
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| Not available yet | |||