Executive Wealth Management, LLC historic quarter change: USA Stocks, New
In share positions in stocks (listed in the US), over 4 quarters from 2023-12-31 to 2024-12-31, Executive Wealth Management, LLC opened 118 positions, added to 189, reduced 143 and sold out of 101.
- Q4 2024: Stock BLK; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock LMT; Country of operation United States; Class COM; Shares before 0.
- Q4 2024: Stock UUP; Country of operation United States; Class BULLISH FD; Shares before 0.
- Q4 2024: Stock GLDM; Country of operation United States; Class SPDR GLD MINIS; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1542611), 4 quarters: Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-08); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2018-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q4 2024 | BLK
BLACKROCK INC | United States | COM | 0 | 10,209 | +10,209 | $0 | $10,465,149 | +$10,465,149 | 2025-02-13 |
|---|
| Q4 2024 | LMT
LOCKHEED MARTIN CORP | United States | COM | 0 | 14,903 | +14,903 | $0 | $7,242,078 | +$7,242,078 | 2025-02-13 |
|---|
| Q4 2024 | UUP
INVESCO DB US DLR INDEX TR | United States | BULLISH FD | 0 | 173,608 | +173,608 | $0 | $5,107,553 | +$5,107,553 | 2025-02-13 |
|---|
| Q4 2024 | GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 0 | 98,081 | +98,081 | $0 | $5,099,231 | +$5,099,231 | 2025-02-13 |
|---|
| Q4 2024 | HCA
HCA HEALTHCARE INC | United States | COM | 0 | 8,746 | +8,746 | $0 | $2,625,004 | +$2,625,004 | 2025-02-13 |
|---|
| Q4 2024 | FSLR
FIRST SOLAR INC | United States | COM | 0 | 8,832 | +8,832 | $0 | $1,556,552 | +$1,556,552 | 2025-02-13 |
|---|
| Q4 2024 | SRE
SEMPRA | United States | COM | 0 | 10,238 | +10,238 | $0 | $898,077 | +$898,077 | 2025-02-13 |
|---|
| Q4 2024 | ANET
ARISTA NETWORKS INC | United States | COM SHS | 0 | 5,479 | +5,479 | $0 | $605,594 | +$605,594 | 2025-02-13 |
|---|
| Q4 2024 | NDAQ
NASDAQ INC | United States | COM | 0 | 3,939 | +3,939 | $0 | $304,520 | +$304,520 | 2025-02-13 |
|---|
| Q4 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 0 | 1,319 | +1,319 | $0 | $290,033 | +$290,033 | 2025-02-13 |
|---|
| Q4 2024 | LRCX
LAM RESEARCH CORP | United States | COM NEW | 0 | 3,935 | +3,935 | $0 | $284,225 | +$284,225 | 2025-02-13 |
|---|
| Q4 2024 | WFC
WELLS FARGO CO NEW | United States | COM | 0 | 3,211 | +3,211 | $0 | $225,546 | +$225,546 | 2025-02-13 |
|---|
| Q4 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 0 | 3,564 | +3,564 | $0 | $201,605 | +$201,605 | 2025-02-13 |
|---|
| Q4 2024 | COP
CONOCOPHILLIPS | United States | COM | 0 | 2,031 | +2,031 | $0 | $201,463 | +$201,463 | 2025-02-13 |
|---|
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