Executive Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$545M
Signature - Title
Leila Shaver - COUNSEL
Location
135 W North Street, Suite 1, Brighton, MI
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 117 $545M +$114M -$695M -$581M VMBS, VGIT, SPYG, SPLG, NVDA Restatement 8/8/2024, 11:37 AM
Q1 2024 242 $1.14B +$194M -$165M +$29.8M ITOT, VMBS, GIGB, GSIE, AAPL 13F-HR 5/13/2024, 12:48 PM
Q4 2023 215 $1.06B +$77.7M -$65M +$12.7M ITOT, VMBS, GIGB, AAPL, GSIE 13F-HR 1/26/2024, 11:39 AM
Q3 2023 199 $966M +$94.2M -$50.9M +$43.3M VMBS, GIGB, AAPL, ITOT, GSIE 13F-HR 11/7/2023, 09:48 AM
Q2 2023 199 $966M +$110M -$74.5M +$35.2M ITOT, VMBS, GIGB, AAPL, GSIE 13F-HR 8/2/2023, 10:22 AM
Q1 2023 195 $901M +$105M -$55.3M +$49.7M VMBS, GIGB, AAPL, GSIE, USMV Restatement 5/11/2023, 09:46 PM
Q4 2022 189 $814M +$36.7M $0 +$36.7M VMBS, GIGB, USMV, ITOT, VGIT 13F-HR 2/13/2023, 03:36 PM
Q3 2022 175 $107 $0 $0 AMRN 13F-HR 11/10/2022, 10:27 AM
Q2 2022 181 $744M +$72.5M -$138M -$65.7M VMBS, GIGB, VTIP, VGIT, AAPL 13F-HR 7/26/2022, 05:10 PM
Q1 2022 189 $922M +$130M -$148M -$17.4M USMV, VMBS, AAPL, GIGB, VTIP 13F-HR 4/13/2022, 09:45 AM
Q4 2021 198 $1B +$94.4M -$62.6M +$31.7M ITOT, VMBS, AAPL, SPYG, GIGB 13F-HR 2/3/2022, 03:56 PM
Q3 2021 185 $906M +$35.1M -$34.2M +$851K ITOT, VMBS, SPYG, VCSH, AAPL 13F-HR 10/27/2021, 01:43 PM
Q2 2021 191 $912M +$65.2M -$59.2M +$6.02M ITOT, VMBS, SPYG, VCSH, AAPL 13F-HR 7/26/2021, 11:45 AM
Q1 2021 188 $852M +$142M -$121M +$20.5M ITOT, VMBS, VCSH, USMV, GIGB 13F-HR 5/3/2021, 02:32 PM
Q4 2020 175 $814M +$72.9M -$38.9M +$34M ITOT, USMV, VMBS, SHY, VCSH 13F-HR 2/4/2021, 11:36 AM
Q3 2020 153 $723M +$162M -$126M +$36.3M USMV, ITOT, VMBS, SHY, VCSH 13F-HR 10/23/2020, 03:38 PM
Q2 2020 131 $665M +$165M -$114M +$51.2M SHY, VCSH, USMV, VMBS, SHV 13F-HR 7/27/2020, 10:42 AM
Q1 2020 123 $563M +$202M -$272M -$69.5M SHY, VCSH, VMBS, VGIT, USMV 13F-HR 4/27/2020, 03:26 PM
Q4 2019 148 $731M +$135M -$90.3M +$44.3M SPLG, GIGB, VMBS, VGIT, IJR 13F-HR 1/23/2020, 02:40 PM
Q3 2019 133 $660M +$71.3M -$127M -$55.3M SPLG, GIGB, VGIT, VMBS, ITOT Restatement 11/21/2019, 09:24 AM
Q2 2019 881 $707M +$239M -$108M +$131M SPLG, GIGB, VGIT, VMBS, ITOT 13F-HR 8/1/2019, 04:45 PM
Q1 2019 826 $560M +$55.6M -$117M -$61.8M BND, SPLG, ITOT, USMV, XSLV 13F-HR 5/2/2019, 02:52 PM
Q4 2018 881 $567M $0 $0 BND, SPLG, USMV, ITOT, XSLV 13F-HR 2/19/2019, 09:43 AM