Executive Wealth Management, LLC
CIK 1542611 · عرض على SEC EDGAR ↗
لا توجد مراكز 13F نشطة في النافذة الحالية.
على هذه الصفحة
توزيع القطاعات
Industrials
8,2%
Healthcare
7,8%
Technology
5,7%
Logistics & Transportation
5,5%
Utilities
3,9%
Energy
2,3%
Communication Services
1,9%
Financials
1,9%
Consumer Discretionary
1,5%
Retail
1,2%
Financial Services
1,1%
Telecommunication
1,1%
Consumer Staples
0,9%
Communications
0,8%
Packaging
0,2%
Real Estate
0,2%
Consumer products
0,0%
أخرى/غير معينة
55,8%
المحفظة الكاملة 255 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| GLD | $13079580 | 9,66% | 54019 | صعود ×1 | |||
| FALN iShares Fallen Angels USD Bond ETF | $9049337 | 6,68% | 338800 | صعود ×1 | |||
| LECO Lincoln Electric Holdings, Inc. - Common Shares | $8086682 | 5,97% | 43136 | صعود ×1 | |||
| CORT Corcept Therapeutics Incorporated - Common Stock | $7880694 | 5,82% | 156394 | صعود ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $7201638 | 5,32% | 57111 | صعود ×1 | |||
| VTEB | $6953699 | 5,14% | 138713 | صعود ×1 | |||
| JEPI | $5848270 | 4,32% | 101656 | صعود ×1 | |||
| SPY SPY | $3537275 | 2,61% | 6035 | صعود ×1 | |||
| MUNI | $3430103 | 2,53% | 66308 | صعود ×1 | |||
| DTE DTE Energy Company Common Stock | $2639609 | 1,95% | 21860 | صعود ×1 | |||
| IVV | $2205232 | 1,63% | 3746 | صعود ×1 | |||
| EMTL | $1947879 | 1,44% | 46262 | صعود ×1 | |||
| VOO | $1760219 | 1,30% | 3267 | صعود ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1578137 | 1,17% | 17111 | صعود ×1 | |||
| SYK Stryker Corporation Common Stock | $1576962 | 1,16% | 4380 | صعود ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1514793 | 1,12% | 20029 | صعود ×1 | |||
| VTV | $1513927 | 1,12% | 8942 | صعود ×1 | |||
| VUG | $1511575 | 1,12% | 3683 | صعود ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1476596 | 1,09% | 16908 | صعود ×1 | |||
| VGT | $1355076 | 1,00% | 2179 | صعود ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1252308 | 0,92% | 3101 | صعود ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $1177434 | 0,87% | 1321 | صعود ×1 | |||
| BX Blackstone Inc. Common Stock | $1169006 | 0,86% | 6780 | صعود ×1 | |||
| DTM DT Midstream, Inc. Common Stock | $1055167 | 0,78% | 10612 | صعود ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $996119 | 0,74% | 5044 | صعود ×1 | |||
| T AT&T Inc. | $972825 | 0,72% | 42724 | صعود ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $935323 | 0,69% | 5751 | صعود ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $784442 | 0,58% | 2162 | صعود ×1 | |||
| IJH | $770572 | 0,57% | 12367 | صعود ×1 | |||
| IYW | $742864 | 0,55% | 4657 | صعود ×1 | |||
| FVAL | $730095 | 0,54% | 11867 | صعود ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $693068 | 0,51% | 1000 | صعود ×1 | |||
| TTD The Trade Desk, Inc. - Class A Common Stock | $690489 | 0,51% | 5875 | صعود ×1 | |||
| BND Vanguard Total Bond Market ETF | $687870 | 0,51% | 9566 | صعود ×1 | |||
| TGT Target Corporation Common Stock | $673109 | 0,50% | 4979 | صعود ×1 | |||
| RSPR | $643870 | 0,48% | 18300 | صعود ×1 | |||
| GOVZ | $632111 | 0,47% | 63979 | صعود ×1 | |||
| BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares | $609829 | 0,45% | 11352 | صعود ×1 | |||
| AOR | $605996 | 0,45% | 10572 | صعود ×1 | |||
| ANET Arista Networks, Inc. Common Stock | $605594 | 0,45% | 5479 | صعود ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $601623 | 0,44% | 6508 | صعود ×1 | |||
| VIOO | $570534 | 0,42% | 5380 | صعود ×1 | |||
| EBAY eBay Inc. - Common Stock | $557495 | 0,41% | 8999 | صعود ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $552846 | 0,41% | 1840 | صعود ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $533748 | 0,39% | 17020 | صعود ×1 | |||
| ABBV AbbVie Inc. Common Stock | $530190 | 0,39% | 2984 | صعود ×1 | |||
| ORCL Oracle Corporation Common Stock | $512323 | 0,38% | 3074 | صعود ×1 | |||
| PM Philip Morris International Inc Common Stock | $508911 | 0,38% | 4229 | صعود ×1 | |||
| RYAN Ryan Specialty Holdings, Inc. Class A Common Stock | $506833 | 0,37% | 7900 | صعود ×1 | |||
| AJAN | $498209 | 0,37% | 18983 | صعود ×1 | |||
| TQQQ ProShares UltraPro QQQ | $487067 | 0,36% | 6155 | صعود ×1 | |||
| DIA | $486109 | 0,36% | 1142 | صعود ×1 | |||
| GBTC | $482684 | 0,36% | 6521 | صعود ×1 | |||
| IVE | $479304 | 0,35% | 2511 | صعود ×1 | |||
| VEU | $464417 | 0,34% | 8089 | صعود ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $463969 | 0,34% | 5513 | صعود ×1 | |||
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest | $462387 | 0,34% | 32088 | صعود ×1 | |||
| BAC Bank of America Corporation Common Stock | $453662 | 0,34% | 10322 | صعود ×1 | |||
| VTI | $443595 | 0,33% | 1531 | صعود ×1 | |||
| TRP TC Energy Corporation Common Stock | $433846 | 0,32% | 9324 | صعود ×1 | |||
| SCHX | $432943 | 0,32% | 18677 | صعود ×1 | |||
| CMS CMS Energy Corporation Common Stock | $424427 | 0,31% | 6368 | صعود ×1 | |||
| FNDX | $423060 | 0,31% | 17866 | صعود ×1 | |||
| IWF | $420577 | 0,31% | 1047 | صعود ×1 | |||
| YMAX | $418597 | 0,31% | 24696 | صعود ×1 | |||
| XLF XLF | $410504 | 0,30% | 8494 | صعود ×1 | |||
| PSN Parsons Corporation Common Stock | $405623 | 0,30% | 4397 | صعود ×1 | |||
| ETR Entergy Corporation Common Stock | $404684 | 0,30% | 5337 | صعود ×1 | |||
| F Ford Motor Company Common Stock | $404246 | 0,30% | 40833 | صعود ×1 | |||
| HBAN Huntington Bancshares Incorporated - Common Stock | $400462 | 0,30% | 24614 | صعود ×1 | |||
| AGG | $399189 | 0,29% | 4120 | صعود ×1 | |||
| RTX RTX Corporation Common Stock | $397154 | 0,29% | 3432 | صعود ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $392140 | 0,29% | 6298 | صعود ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $377751 | 0,28% | 2791 | صعود ×1 | |||
| JMBS | $374205 | 0,28% | 8470 | صعود ×1 | |||
| XLY XLY | $372956 | 0,28% | 1662 | صعود ×1 | |||
| AFL AFLAC Incorporated Common Stock | $365672 | 0,27% | 3535 | صعود ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $356010 | 0,26% | 3901 | صعود ×1 | |||
| JPST | $353517 | 0,26% | 7018 | صعود ×1 | |||
| SMLF | $349210 | 0,26% | 5173 | صعود ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $349089 | 0,26% | 5897 | صعود ×1 | |||
| SOXX SOXX | $348634 | 0,26% | 1618 | صعود ×1 | |||
| SCHD | $346880 | 0,26% | 12697 | صعود ×1 | |||
| BA Boeing Company (The) Common Stock | $329424 | 0,24% | 1861 | صعود ×1 | |||
| SW Smurfit WestRock plc Ordinary Shares | $323160 | 0,24% | 6000 | صعود ×1 | |||
| ET Energy Transfer LP Common Units | $312701 | 0,23% | 15962 | صعود ×1 | |||
| VGK | $309234 | 0,23% | 4872 | صعود ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $306680 | 0,23% | 2187 | صعود ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $305401 | 0,23% | 2743 | صعود ×1 | |||
| PAVE | $305153 | 0,23% | 7551 | صعود ×1 | |||
| CACI CACI International, Inc. Class A Common Stock | $303045 | 0,22% | 750 | صعود ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $301785 | 0,22% | 882 | صعود ×1 | |||
| XLK XLK | $301713 | 0,22% | 1298 | صعود ×1 | |||
| SCHA | $300520 | 0,22% | 11621 | صعود ×1 | |||
| IWP | $296803 | 0,22% | 2342 | صعود ×1 | |||
| IVT InvenTrust Properties Corp. Common Stock | $292357 | 0,22% | 9703 | صعود ×1 | |||
| IBM International Business Machines Corporation Common Stock | $290033 | 0,21% | 1319 | صعود ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $284225 | 0,21% | 3935 | صعود ×1 | |||
| HON Honeywell International Inc. - Common Stock | $283900 | 0,21% | 1257 | صعود ×1 | |||
| ZS Zscaler, Inc. - Common Stock | $278914 | 0,21% | 1546 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| GLD | $13079580 | 54019 | 9,66% |
| FALN | $9049337 | 338800 | 6,68% |
| LECO | $8086682 | 43136 | 5,97% |
| CORT | $7880694 | 156394 | 5,82% |
| UPS | $7201638 | 57111 | 5,32% |
| VTEB | $6953699 | 138713 | 5,14% |
| JEPI | $5848270 | 101656 | 4,32% |
| SPY | $3537275 | 6035 | 2,61% |
| MUNI | $3430103 | 66308 | 2,53% |
| DTE | $2639609 | 21860 | 1,95% |
| IVV | $2205232 | 3746 | 1,63% |
| EMTL | $1947879 | 46262 | 1,44% |
| VOO | $1760219 | 3267 | 1,30% |
| AEP | $1578137 | 17111 | 1,17% |
| SYK | $1576962 | 4380 | 1,16% |