Executive Wealth Management, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Executive Wealth Management, LLC opened 14 positions, added to 58, reduced 60, sold out of 12 and left 8 unchanged. The largest increase in value was BLK (+$10,465,149); the largest decrease was ELV (-$10,900,796).
- BLK: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 10,209.
- LMT: Country of operation United States; Class COM; Shares 2024-09-30 0; Shares 2024-12-31 14,903.
- UUP: Country of operation United States; Class BULLISH FD; Shares 2024-09-30 0; Shares 2024-12-31 173,608.
- GLDM: Country of operation United States; Class SPDR GLD MINIS; Shares 2024-09-30 0; Shares 2024-12-31 98,081.
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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