Executive Wealth Management, LLC — 13F holdings

Executive Wealth Management, LLC reported 378 holdings worth $1.28B in its 13F filing for Q4 2024, filed February 13, 2025.

Largest positions

  1. ITOT ISHARES TR — $66.4M (5.2%)
  2. VMBS VANGUARD SCOTTSDALE FDS — $50.8M (4.0%)
  3. GIGB GOLDMAN SACHS ETF TR — $49.5M (3.9%)
  4. AAPL APPLE INC — $48.4M (3.8%)
  5. VGIT VANGUARD SCOTTSDALE FDS — $35.0M (2.7%)
  6. SPYG SPDR SERIES TRUST — $34.9M (2.7%)
  7. GSIE GOLDMAN SACHS ETF TR — $33.9M (2.7%)
  8. SPYM SPDR SERIES TRUST — $29.3M (2.3%)
  9. NVDA NVIDIA CORPORATION — $25.1M (2.0%)
  10. AVDE AMERICAN CENTY ETF TR — $23.8M (1.9%)