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.
- EMR: Country of operation United States; Class COM; Shares 3,416; Value $423,457.
- PSN: Country of operation United States; Class COM; Shares 4,397; Value $405,623.
- ETR: Country of operation United States; Class COM; Shares 5,337; Value $404,684.
- F: Country of operation United States; Class COM; Shares 40,833; Value $404,246.
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 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 3,416 | $423,457 | 0.07% | 2024-12-31 | 2025-02-13 | +26.88% |
|---|
PSN
PARSONS CORP DEL | United States | COM | 4,397 | $405,623 | 0.07% | 2024-12-31 | 2025-02-13 | -54.96% |
|---|
ETR
ENTERGY CORP NEW | United States | COM | 5,337 | $404,684 | 0.07% | 2024-12-31 | 2025-02-13 | +31.57% |
|---|
F
FORD MTR CO | United States | COM | 40,833 | $404,246 | 0.07% | 2024-12-31 | 2025-02-13 | +24.24% |
|---|
HBAN
HUNTINGTON BANCSHARES INC | United States | COM | 24,614 | $400,462 | 0.07% | 2024-12-31 | 2025-02-13 | -6.15% |
|---|
RTX
RTX CORPORATION | United States | COM | 3,432 | $397,154 | 0.07% | 2024-12-31 | 2025-02-13 | +61.55% |
|---|
KO
COCA COLA CO | United States | COM | 6,298 | $392,140 | 0.07% | 2024-12-31 | 2025-02-13 | +39.48% |
|---|
AFL
AFLAC INC | United States | COM | 3,535 | $365,672 | 0.06% | 2024-12-31 | 2025-02-13 | +9.88% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 3,901 | $356,010 | 0.06% | 2024-12-31 | 2025-02-13 | +4.58% |
|---|
CSCO
CISCO SYS INC | United States | COM | 5,897 | $349,089 | 0.06% | 2024-12-31 | 2025-02-13 | +80.64% |
|---|
BA
BOEING CO | United States | COM | 1,861 | $329,424 | 0.06% | 2024-12-31 | 2025-02-13 | +6.03% |
|---|
SW
SMURFIT WESTROCK PLC | | SHS | 6,000 | $323,160 | 0.06% | 2024-12-31 | 2025-02-13 | -17.60% |
|---|
ET
ENERGY TRANSFER L P | United States | COM UT LTD PTN | 15,962 | $312,701 | 0.05% | 2024-12-31 | 2025-02-13 | +1.63% |
|---|
PAYX
PAYCHEX INC | United States | COM | 2,187 | $306,680 | 0.05% | 2024-12-31 | 2025-02-13 | -29.18% |
|---|
DIS
DISNEY WALT CO | United States | COM | 2,743 | $305,401 | 0.05% | 2024-12-31 | 2025-02-13 | -5.33% |
|---|
NDAQ
NASDAQ INC | United States | COM | 3,939 | $304,520 | 0.05% | 2024-12-31 | 2025-02-13 | +18.81% |
|---|
CACI
CACI INTL INC | United States | CL A | 750 | $303,045 | 0.05% | 2024-12-31 | 2025-02-13 | +50.51% |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 882 | $301,785 | 0.05% | 2024-12-31 | 2025-02-13 | +207.15% |
|---|
IVT
INVENTRUST PPTYS CORP | United States | COM NEW | 9,703 | $292,357 | 0.05% | 2024-12-31 | 2025-02-13 | +1.33% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,319 | $290,033 | 0.05% | 2024-12-31 | 2025-02-13 | +0.07% |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 3,935 | $284,225 | 0.05% | 2024-12-31 | 2025-02-13 | +348.37% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 1,257 | $283,900 | 0.05% | 2024-12-31 | 2025-02-13 | |
|---|
ZS
ZSCALER INC | United States | COM | 1,546 | $278,914 | 0.05% | 2024-12-31 | 2025-02-13 | +9.95% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 5,190 | $271,411 | 0.05% | 2024-12-31 | 2025-02-13 | +31.42% |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 7,229 | $271,291 | 0.05% | 2024-12-31 | 2025-02-13 | -38.58% |
|---|
LOW
LOWES COS INC | United States | COM | 1,099 | $271,164 | 0.05% | 2024-12-31 | 2025-02-13 | -24.12% |
|---|
ENB
ENBRIDGE INC | | COM | 6,369 | $270,220 | 0.05% | 2024-12-31 | 2025-02-13 | +9.95% |
|---|
BCE
BCE INC | | COM NEW | 11,432 | $264,994 | 0.05% | 2024-12-31 | 2025-02-13 | -13.11% |
|---|
FDX
FEDEX CORP | United States | COM | 925 | $260,146 | 0.04% | 2024-12-31 | 2025-02-13 | +26.81% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 2,395 | $258,042 | 0.04% | 2024-12-31 | 2025-02-13 | +6.01% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 1,841 | $256,820 | 0.04% | 2024-12-31 | 2025-02-13 | +181.03% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 6,272 | $250,798 | 0.04% | 2024-12-31 | 2025-02-13 | +14.98% |
|---|
GILD
GILEAD SCIENCES INC | United States | COM | 2,699 | $249,283 | 0.04% | 2024-12-31 | 2025-02-13 | +63.78% |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 782 | $232,072 | 0.04% | 2024-12-31 | 2025-02-13 | +2.90% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 8,689 | $228,781 | 0.04% | 2024-12-31 | 2025-02-13 | +110.71% |
|---|
WFC
WELLS FARGO CO NEW | United States | COM | 3,211 | $225,546 | 0.04% | 2024-12-31 | 2025-02-13 | +14.58% |
|---|
MPWR
MONOLITHIC PWR SYS INC | United States | COM | 357 | $211,276 | 0.04% | 2024-12-31 | 2025-02-13 | +129.17% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 3,564 | $201,605 | 0.03% | 2024-12-31 | 2025-02-13 | +11.14% |
|---|
COP
CONOCOPHILLIPS | United States | COM | 2,031 | $201,463 | 0.03% | 2024-12-31 | 2025-02-13 | +26.49% |
|---|
GAB
GABELLI EQUITY TR INC | United States | COM | 15,000 | $80,700 | 0.01% | 2024-12-31 | 2025-02-13 | -1.44% |
|---|
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