Notify me when Executive Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 258 | $1,277,280,031 | +$103,056,613 | -$87,474,468 | +$15,582,145 | ITOT, VMBS, GIGB, AAPL, VGIT | 13F-HR | 13 Feb 2025, 12:23 |
| Q3 2024 | 261 | $1,275,132,428 | +$761,525,502 | -$56,831,662 | +$704,693,840 | ITOT, VMBS, GIGB, AAPL, GSIE | Restatement | 14 Nov 2024, 21:57 |
| Q2 2024 | 117 | $545,399,831 | +$113,976,772 | -$695,384,133 | -$581,407,361 | VMBS, VGIT, SPYG, SPLG, NVDA | Restatement | 08 Aug 2024, 11:37 |
| Q1 2024 | 242 | $1,140,851,013 | +$194,333,100 | -$164,570,185 | +$29,762,915 | ITOT, VMBS, GIGB, GSIE, AAPL | 13F-HR | 13 May 2024, 12:48 |
| Q4 2023 | 215 | $1,062,658,135 | +$77,741,976 | -$65,048,987 | +$12,692,989 | ITOT, VMBS, GIGB, AAPL, GSIE | 13F-HR | 26 Jan 2024, 11:39 |
| Q3 2023 | 199 | $965,814,623 | +$94,176,565 | -$50,876,084 | +$43,300,481 | VMBS, GIGB, AAPL, ITOT, GSIE | 13F-HR | 07 Nov 2023, 09:48 |
| Q2 2023 | 199 | $966,239,703 | +$109,657,718 | -$74,460,299 | +$35,197,419 | ITOT, VMBS, GIGB, AAPL, GSIE | 13F-HR | 02 Aug 2023, 10:22 |
| Q1 2023 | 195 | $901,324,133 | +$105,008,102 | -$55,329,063 | +$49,679,039 | VMBS, GIGB, AAPL, GSIE, USMV | Restatement | 11 May 2023, 21:46 |
| Q4 2022 | 189 | $814,279,809 | +$36,683,883 | $0 | +$36,683,883 | VMBS, GIGB, USMV, ITOT, VGIT | 13F-HR | 13 Feb 2023, 15:36 |
| Q3 2022 | 175 | $107 | $0 | $0 | $0 | TILRAY BRANDS INC, PROSPECT CAP CORP, AMRN | 13F-HR | 10 Nov 2022, 10:27 |
| Q2 2022 | 181 | $743,659,000 | +$72,521,000 | -$138,175,234 | -$65,654,234 | VMBS, GIGB, VTIP, VGIT, AAPL | 13F-HR | 26 Jul 2022, 17:10 |
| Q1 2022 | 189 | $921,601,000 | +$130,384,057 | -$147,760,670 | -$17,376,613 | USMV, VMBS, AAPL, GIGB, VTIP | 13F-HR | 13 Apr 2022, 09:45 |
| Q4 2021 | 198 | $1,004,577,000 | +$94,366,186 | -$62,625,752 | +$31,740,434 | ITOT, VMBS, AAPL, SPYG, GIGB | 13F-HR | 03 Feb 2022, 15:56 |
| Q3 2021 | 185 | $905,894,000 | +$35,067,024 | -$34,216,228 | +$850,796 | ITOT, VMBS, SPYG, VCSH, AAPL | 13F-HR | 27 Oct 2021, 13:43 |
| Q2 2021 | 191 | $912,028,000 | +$65,214,784 | -$59,195,684 | +$6,019,100 | ITOT, VMBS, SPYG, VCSH, AAPL | 13F-HR | 26 Jul 2021, 11:45 |
| Q1 2021 | 188 | $852,027,000 | +$141,804,960 | -$121,304,361 | +$20,500,599 | ITOT, VMBS, VCSH, USMV, GIGB | 13F-HR | 03 May 2021, 14:32 |
| Q4 2020 | 175 | $813,603,000 | +$72,932,766 | -$38,920,137 | +$34,012,629 | ITOT, USMV, VMBS, SHY, VCSH | 13F-HR | 04 Feb 2021, 11:36 |
| Q3 2020 | 153 | $722,809,000 | +$161,901,030 | -$125,553,590 | +$36,347,440 | USMV, ITOT, VMBS, SHY, VCSH | 13F-HR | 23 Oct 2020, 15:38 |
| Q2 2020 | 131 | $665,391,000 | +$165,246,411 | -$114,015,227 | +$51,231,184 | SHY, VCSH, USMV, VMBS, SHV | 13F-HR | 27 Jul 2020, 10:42 |
| Q1 2020 | 123 | $562,831,000 | +$202,381,444 | -$271,923,480 | -$69,542,036 | SHY, VCSH, VMBS, VGIT, USMV | 13F-HR | 27 Apr 2020, 15:26 |
| Q4 2019 | 148 | $730,867,000 | +$134,538,897 | -$90,282,043 | +$44,256,854 | SPLG, GIGB, VMBS, VGIT, IJR | 13F-HR | 23 Jan 2020, 14:40 |
| Q3 2019 | 133 | $659,540,000 | +$71,346,627 | -$126,625,247 | -$55,278,620 | SPLG, GIGB, VGIT, VMBS, ITOT | Restatement | 21 Nov 2019, 09:24 |
| Q2 2019 | 881 | $706,539,000 | +$238,958,489 | -$108,442,265 | +$130,516,224 | SPLG, GIGB, VGIT, VMBS, ITOT | 13F-HR | 01 Aug 2019, 16:45 |
| Q1 2019 | 826 | $559,679,000 | +$55,642,552 | -$117,447,332 | -$61,804,780 | BND, SPLG, ITOT, USMV, XSLV | 13F-HR | 02 May 2019, 14:52 |
| Q4 2018 | 881 | $567,247,000 | $0 | $0 | $0 | BND, SPLG, USMV, ITOT, XSLV | 13F-HR | 19 Feb 2019, 09:43 |