Executive Wealth Management, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Executive Wealth Management, LLC opened 6 positions, added to 56, reduced 42, sold out of 12 and left 5 unchanged. The largest increase in value was QQQM (+$5,940,573); the largest decrease was USMV (-$6,532,026).
- ACWV: Country of operation —; Class MSCI GBL MIN VOL; Shares 2024-09-30 48,061; Shares 2024-12-31 0.
- SDY: Country of operation —; Class S&P DIVID ETF; Shares 2024-09-30 3,083; Shares 2024-12-31 0.
- HNDL: Country of operation —; Class NS 7HANDL IDX; Shares 2024-09-30 18,065; Shares 2024-12-31 0.
- SPIB: Country of operation —; Class PORTFOLIO INTRMD; Shares 2024-09-30 10,444; Shares 2024-12-31 0.
Two Form 13F-HR filings compared (SEC CIK 1542611): 2024-09-30 (filed 2024-11-15) and 2024-12-31 (filed 2025-02-13). 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; share change is the position change.
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