HoldingsChannel.com
Executive Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (SHY) 1,223,870 +1,223,870 $106,072
     SHY1,223,870+1,223,870$106,072
VANGUARD SCOTTSDALE FDS (VCSH) 677,106 +677,106 $53,559
     VCSH677,106+677,106$53,559
VANGUARD SCOTTSDALE FDS (VMBS) 754,805 -19,493 $41,136
     VMBS754,805-19,493$41,136
VANGUARD SCOTTSDALE FDS (VGIT) 580,140 -41,899 $40,928
     VGIT580,140-41,899$40,928
ISHARES TR (USMV) 629,985 +201,614 $34,025
     USMV629,985+201,614$34,025
APPLE INC 61,886 -8,375 $15,737
     AAPL61,886-8,375$15,737
ISHARES TR (ITOT) 261,715 -149,150 $14,972
     ITOT261,715-149,150$14,972
INVESCO EXCHANGE TRADED FD T (XSLV) 419,794 -106,482 $13,912
     XSLV419,794-106,482$13,912
ISHARES TR (AGG) 96,554 +9,843 $11,139
     AGG96,554+9,843$11,139
VANGUARD BD INDEX FDS (BND) 111,282 +70,334 $9,497
     BND111,282+70,334$9,497
VANGUARD WHITEHALL FDS (VYM) 119,679 -31,313 $8,467
     VYM119,679-31,313$8,467
MICROSOFT CORP 46,296 -10,972 $7,301
     MSFT46,296-10,972$7,301
FACEBOOK INC 43,246 -3,212 $7,213
     FB43,246-3,212$7,213
GOLDMAN SACHS ETF TR (GSIE) 308,653 -184,913 $7,117
     GSIE308,653-184,913$7,117
ISHARES TR (EFAV) 98,208 +98,208 $6,093
     EFAV98,208+98,208$6,093
LATTICE STRATEGIES TR 275,056 -171,210 $6,062
     RODM275,056-171,210$6,062
EQUINIX INC 9,278 -2,058 $5,794
     EQIX9,278-2,058$5,794
UNITED PARCEL SERVICE INC 51,022 -13 $4,766
     UPS51,022-13$4,766
CROWN CASTLE INTL CORP NEW 30,251 -4,300 $4,368
     CCI30,251-4,300$4,368
PEPSICO INC 36,130 -2,012 $4,339
     PEP36,130-2,012$4,339
JOHNSON & JOHNSON 33,075 -1,864 $4,337
     JNJ33,075-1,864$4,337
ISHARES INC (EEMV) 91,748 -90,081 $4,304
     EEMV91,748-90,081$4,304
PROCTER & GAMBLE CO 38,957 -3,856 $4,285
     PG38,957-3,856$4,285
MERCK & CO. INC 55,142 +111 $4,242
     MRK55,142+111$4,242
DOMINION ENERGY INC 58,734 -2,255 $4,240
     D58,734-2,255$4,240
LOCKHEED MARTIN CORP 12,391 -489 $4,199
     LMT12,391-489$4,199
HOME DEPOT INC 22,447 -4,336 $4,191
     HD22,447-4,336$4,191
PFIZER INC 128,136 +6,135 $4,182
     PFE128,136+6,135$4,182
WALMART INC 36,539 -6,945 $4,151
     WMT36,539-6,945$4,151
VERIZON COMMUNICATIONS INC 75,435 -8,039 $4,053
     VZ75,435-8,039$4,053
ABBOTT LABS 51,188 -4,479 $4,039
     ABT51,188-4,479$4,039
DTE ENERGY CO 41,501 -3,814 $3,941
     DTE41,501-3,814$3,941
REPUBLIC SVCS INC 49,856 -3,109 $3,742
     RSG49,856-3,109$3,742
ACCENTURE PLC IRELAND 22,614 -1,802 $3,692
     ACN22,614-1,802$3,692
MCDONALDS CORP 22,039 -3,857 $3,644
     MCD22,039-3,857$3,644
VANGUARD MUN BD FD INC (VTEB) 67,527 +67,527 $3,572
     VTEB67,527+67,527$3,572
WASTE MGMT INC DEL 37,960 -2,366 $3,513
     WM37,960-2,366$3,513
SPDR SER TR (SPYG) 94,617 -236,115 $3,381
     SPYG94,617-236,115$3,381
AMAZON COM INC 1,679 -450 $3,273
     AMZN1,679-450$3,273
ENTERGY CORP NEW 32,472 -9,600 $3,051
     ETR32,472-9,600$3,051
CISCO SYS INC 77,218 -59,715 $3,035
     CSCO77,218-59,715$3,035
TRAVELERS COMPANIES INC 29,207 -3,343 $2,901
     TRV29,207-3,343$2,901
SPDR SER TR (SPAB) 90,903 +80,066 $2,747
     SPAB90,903+80,066$2,747
SPDR SER TR (MDYG) 62,966 -98,031 $2,696
     MDYG62,966-98,031$2,696
INVESCO QQQ TR 13,678 -244 $2,604
     QQQ13,678-244$2,604
ISHARES GOLD TRUST (IAU) 170,658 +122,585 $2,571
     IAU170,658+122,585$2,571
VANGUARD INDEX FDS (VTV) 26,088 +22,528 $2,323
     VTV26,088+22,528$2,323
SPDR SER TR (SPLG) 74,883 -1,777,813 $2,265
     SPLG74,883-1,777,813$2,265
INVESCO DB US DLR INDEX TR (UUP) 75,279 +75,279 $2,019
     UUP75,279+75,279$2,019
BLACKROCK INC 4,529 -8,029 $1,992
     BLK4,529-8,029$1,992

See Full List: All Stocks Held By Executive Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Executive Wealth Management LLC

Size ($ in 1000's)
At 03/31/2020: $562,831
At 12/31/2019: $730,867

Executive Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Executive Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Executive Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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