Executive Wealth Management, LLC
CIK 1542611 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $135.4M
- Posisi
- 255
- Per tanggal
- 31 Des. 2024 Data per Q4 2024
#7.701 dari 9.443 berdasarkan nilai 13F · top 81.6%
- Bobot 10 kepemilikan teratas
- 50,00%
- Bobot 25 kepemilikan teratas
- 66,31%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 30,6
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
- Posisi baru
- 255
- Meningkat
- 0
- Menurun
- 0
- Tertutup
- 0
Di halaman ini
Rincian sektor
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%
Lainnya/Tidak terpetakan
55,8%
Portofolio lengkap 255 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GLD | $13.079.580 | 9,66% | 54.019 | Naik ×1 | |||
| FALN iShares Fallen Angels USD Bond ETF | $9.049.337 | 6,68% | 338.800 | Naik ×1 | |||
| LECO Lincoln Electric Holdings, Inc. - Common Shares | $8.086.682 | 5,97% | 43.136 | Naik ×1 | |||
| CORT Corcept Therapeutics Incorporated - Common Stock | $7.880.694 | 5,82% | 156.394 | Naik ×1 | |||
| UPS United Parcel Service, Inc. Common Stock | $7.201.638 | 5,32% | 57.111 | Naik ×1 | |||
| VTEB | $6.953.699 | 5,14% | 138.713 | Naik ×1 | |||
| JEPI | $5.848.270 | 4,32% | 101.656 | Naik ×1 | |||
| SPY SPY | $3.537.275 | 2,61% | 6.035 | Naik ×1 | |||
| MUNI | $3.430.103 | 2,53% | 66.308 | Naik ×1 | |||
| DTE DTE Energy Company Common Stock | $2.639.609 | 1,95% | 21.860 | Naik ×1 | |||
| IVV | $2.205.232 | 1,63% | 3.746 | Naik ×1 | |||
| EMTL | $1.947.879 | 1,44% | 46.262 | Naik ×1 | |||
| VOO | $1.760.219 | 1,30% | 3.267 | Naik ×1 | |||
| AEP American Electric Power Company, Inc. - Common Stock | $1.578.137 | 1,17% | 17.111 | Naik ×1 | |||
| SYK Stryker Corporation Common Stock | $1.576.962 | 1,16% | 4.380 | Naik ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1.514.793 | 1,12% | 20.029 | Naik ×1 | |||
| VTV | $1.513.927 | 1,12% | 8.942 | Naik ×1 | |||
| VUG | $1.511.575 | 1,12% | 3.683 | Naik ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $1.476.596 | 1,09% | 16.908 | Naik ×1 | |||
| VGT | $1.355.076 | 1,00% | 2.179 | Naik ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $1.252.308 | 0,92% | 3.101 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $1.177.434 | 0,87% | 1.321 | Naik ×1 | |||
| BX Blackstone Inc. Common Stock | $1.169.006 | 0,86% | 6.780 | Naik ×1 | |||
| DTM DT Midstream, Inc. Common Stock | $1.055.167 | 0,78% | 10.612 | Naik ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $996.119 | 0,74% | 5.044 | Naik ×1 | |||
| T AT&T Inc. | $972.825 | 0,72% | 42.724 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $935.323 | 0,69% | 5.751 | Naik ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $784.442 | 0,58% | 2.162 | Naik ×1 | |||
| IJH | $770.572 | 0,57% | 12.367 | Naik ×1 | |||
| IYW | $742.864 | 0,55% | 4.657 | Naik ×1 | |||
| FVAL | $730.095 | 0,54% | 11.867 | Naik ×1 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $693.068 | 0,51% | 1.000 | Naik ×1 | |||
| TTD The Trade Desk, Inc. - Class A Common Stock | $690.489 | 0,51% | 5.875 | Naik ×1 | |||
| BND Vanguard Total Bond Market ETF | $687.870 | 0,51% | 9.566 | Naik ×1 | |||
| TGT Target Corporation Common Stock | $673.109 | 0,50% | 4.979 | Naik ×1 | |||
| RSPR | $643.870 | 0,48% | 18.300 | Naik ×1 | |||
| GOVZ | $632.111 | 0,47% | 63.979 | Naik ×1 | |||
| BNS Bank Nova Scotia Halifax Pfd 3 Ordinary Shares | $609.829 | 0,45% | 11.352 | Naik ×1 | |||
| AOR | $605.996 | 0,45% | 10.572 | Naik ×1 | |||
| ANET Arista Networks, Inc. Common Stock | $605.594 | 0,45% | 5.479 | Naik ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $601.623 | 0,44% | 6.508 | Naik ×1 | |||
| VIOO | $570.534 | 0,42% | 5.380 | Naik ×1 | |||
| EBAY eBay Inc. - Common Stock | $557.495 | 0,41% | 8.999 | Naik ×1 | |||
| CDNS Cadence Design Systems, Inc. - Common Stock | $552.846 | 0,41% | 1.840 | Naik ×1 | |||
| EPD Enterprise Products Partners L.P. Common Stock | $533.748 | 0,39% | 17.020 | Naik ×1 | |||
| ABBV AbbVie Inc. Common Stock | $530.190 | 0,39% | 2.984 | Naik ×1 | |||
| ORCL Oracle Corporation Common Stock | $512.323 | 0,38% | 3.074 | Naik ×1 | |||
| PM Philip Morris International Inc Common Stock | $508.911 | 0,38% | 4.229 | Naik ×1 | |||
| RYAN Ryan Specialty Holdings, Inc. Class A Common Stock | $506.833 | 0,37% | 7.900 | Naik ×1 | |||
| AJAN | $498.209 | 0,37% | 18.983 | Naik ×1 | |||
| TQQQ ProShares UltraPro QQQ | $487.067 | 0,36% | 6.155 | Naik ×1 | |||
| DIA | $486.109 | 0,36% | 1.142 | Naik ×1 | |||
| GBTC | $482.684 | 0,36% | 6.521 | Naik ×1 | |||
| IVE | $479.304 | 0,35% | 2.511 | Naik ×1 | |||
| VEU | $464.417 | 0,34% | 8.089 | Naik ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $463.969 | 0,34% | 5.513 | Naik ×1 | |||
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest | $462.387 | 0,34% | 32.088 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $453.662 | 0,34% | 10.322 | Naik ×1 | |||
| VTI | $443.595 | 0,33% | 1.531 | Naik ×1 | |||
| TRP TC Energy Corporation Common Stock | $433.846 | 0,32% | 9.324 | Naik ×1 | |||
| SCHX | $432.943 | 0,32% | 18.677 | Naik ×1 | |||
| CMS CMS Energy Corporation Common Stock | $424.427 | 0,31% | 6.368 | Naik ×1 | |||
| FNDX | $423.060 | 0,31% | 17.866 | Naik ×1 | |||
| IWF | $420.577 | 0,31% | 1.047 | Naik ×1 | |||
| YMAX | $418.597 | 0,31% | 24.696 | Naik ×1 | |||
| XLF XLF | $410.504 | 0,30% | 8.494 | Naik ×1 | |||
| PSN Parsons Corporation Common Stock | $405.623 | 0,30% | 4.397 | Naik ×1 | |||
| ETR Entergy Corporation Common Stock | $404.684 | 0,30% | 5.337 | Naik ×1 | |||
| F Ford Motor Company Common Stock | $404.246 | 0,30% | 40.833 | Naik ×1 | |||
| HBAN Huntington Bancshares Incorporated - Common Stock | $400.462 | 0,30% | 24.614 | Naik ×1 | |||
| AGG | $399.189 | 0,29% | 4.120 | Naik ×1 | |||
| RTX RTX Corporation Common Stock | $397.154 | 0,29% | 3.432 | Naik ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $392.140 | 0,29% | 6.298 | Naik ×1 | |||
| IJT iShares S&P SmallCap 600 Growth ETF | $377.751 | 0,28% | 2.791 | Naik ×1 | |||
| JMBS | $374.205 | 0,28% | 8.470 | Naik ×1 | |||
| XLY XLY | $372.956 | 0,28% | 1.662 | Naik ×1 | |||
| AFL AFLAC Incorporated Common Stock | $365.672 | 0,27% | 3.535 | Naik ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $356.010 | 0,26% | 3.901 | Naik ×1 | |||
| JPST | $353.517 | 0,26% | 7.018 | Naik ×1 | |||
| SMLF | $349.210 | 0,26% | 5.173 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $349.089 | 0,26% | 5.897 | Naik ×1 | |||
| SOXX SOXX | $348.634 | 0,26% | 1.618 | Naik ×1 | |||
| SCHD | $346.880 | 0,26% | 12.697 | Naik ×1 | |||
| BA Boeing Company (The) Common Stock | $329.424 | 0,24% | 1.861 | Naik ×1 | |||
| SW Smurfit WestRock plc Ordinary Shares | $323.160 | 0,24% | 6.000 | Naik ×1 | |||
| ET Energy Transfer LP Common Units | $312.701 | 0,23% | 15.962 | Naik ×1 | |||
| VGK | $309.234 | 0,23% | 4.872 | Naik ×1 | |||
| PAYX Paychex, Inc. - Common Stock | $306.680 | 0,23% | 2.187 | Naik ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $305.401 | 0,23% | 2.743 | Naik ×1 | |||
| PAVE | $305.153 | 0,23% | 7.551 | Naik ×1 | |||
| CACI CACI International, Inc. Class A Common Stock | $303.045 | 0,22% | 750 | Naik ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $301.785 | 0,22% | 882 | Naik ×1 | |||
| XLK XLK | $301.713 | 0,22% | 1.298 | Naik ×1 | |||
| SCHA | $300.520 | 0,22% | 11.621 | Naik ×1 | |||
| IWP | $296.803 | 0,22% | 2.342 | Naik ×1 | |||
| IVT InvenTrust Properties Corp. Common Stock | $292.357 | 0,22% | 9.703 | Naik ×1 | |||
| IBM International Business Machines Corporation Common Stock | $290.033 | 0,21% | 1.319 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $284.225 | 0,21% | 3.935 | Naik ×1 | |||
| HON Honeywell International Inc. - Common Stock | $283.900 | 0,21% | 1.257 | Naik ×1 | |||
| ZS Zscaler, Inc. - Common Stock | $278.914 | 0,21% | 1.546 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| GLD | $13.079.580 | 54.019 | 9,66% |
| FALN | $9.049.337 | 338.800 | 6,68% |
| LECO | $8.086.682 | 43.136 | 5,97% |
| CORT | $7.880.694 | 156.394 | 5,82% |
| UPS | $7.201.638 | 57.111 | 5,32% |
| VTEB | $6.953.699 | 138.713 | 5,14% |
| JEPI | $5.848.270 | 101.656 | 4,32% |
| SPY | $3.537.275 | 6.035 | 2,61% |
| MUNI | $3.430.103 | 66.308 | 2,53% |
| DTE | $2.639.609 | 21.860 | 1,95% |
| IVV | $2.205.232 | 3.746 | 1,63% |
| EMTL | $1.947.879 | 46.262 | 1,44% |
| VOO | $1.760.219 | 3.267 | 1,30% |
| AEP | $1.578.137 | 17.111 | 1,17% |
| SYK | $1.576.962 | 4.380 | 1,16% |