Executive Wealth Management, LLC current holdings: USA ETF
Executive Wealth Management, LLC reported $0.69 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 109 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are ITOT, VMBS, GIGB.
- MINT: Country of operation —; Class ENHAN SHRT MA AC; Shares 2,439; Value $244,778.
- DGRW: Country of operation —; Class US QTLY DIV GRT; Shares 2,994; Value $242,304.
- MDYG: Country of operation —; Class S&P 400 MDCP GRW; Shares 2,720; Value $236,320.
- VPU: Country of operation —; Class UTILITIES ETF; Shares 1,405; Value $229,692.
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.
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