| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | 23 | Q2 2024 | 8.9% |
| ISHARES TR | 23 | Q2 2024 | 7.7% |
| SPDR SER TR | 23 | Q2 2024 | 9.6% |
| SPDR SER TR | 23 | Q2 2024 | 6.0% |
| META PLATFORMS INC | 23 | Q2 2024 | 2.8% |
| NVIDIA CORPORATION | 23 | Q2 2024 | 4.8% |
| BLACKROCK INC | 23 | Q2 2024 | 1.9% |
| ACCENTURE PLC IRELAND | 23 | Q2 2024 | 1.3% |
| SPDR GOLD TRUST | 23 | Q2 2024 | 2.2% |
| UNITEDHEALTH GROUP INC | 23 | Q2 2024 | 1.0% |
View Executive Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-08 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-02 |
| 13F-HR/A | 2023-05-12 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-10 |
View Executive Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.