HoldingsChannel.com
Executive Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BND) 905,714 -794,473 $73,526
     BND905,714-794,473$73,526
SPDR SERIES TRUST (SPLG) 1,253,992 -267,883 $41,670
     SPLG1,253,992-267,883$41,670
ISHARES TR (ITOT) 434,152 -9,162 $27,959
     ITOT434,152-9,162$27,959
ISHARES TR (USMV) 474,256 -33,210 $27,886
     USMV474,256-33,210$27,886
INVESCO EXCHNG TRADED FD TR (XSLV) 539,103 -18,219 $25,305
     XSLV539,103-18,219$25,305
ISHARES INC (EEMV) 369,515 +42,630 $21,901
     EEMV369,515+42,630$21,901
INVESCO EXCHANGE TRADED FD T (RFG) 101,173 -2,777 $15,297
     RFG101,173-2,777$15,297
ISHARES TR (IJR) 169,816 +12,683 $13,101
     IJR169,816+12,683$13,101
APPLE INC 66,076 +2,261 $12,551
     AAPL66,076+2,261$12,551
SPDR S&P 500 ETF TR (SPY) 43,129 -12,584 $12,183
     SPY43,129-12,584$12,183
ISHARES TR (AGG) 104,866 -7,795 $11,438
     AGG104,866-7,795$11,438
VANGUARD WHITEHALL FDS INC (VYM) 133,184 -18,377 $11,409
     VYM133,184-18,377$11,409
LATTICE STRATEGIES TR 351,000 +181,444 $9,888
     RODM351,000+181,444$9,888
FACEBOOK INC 42,843 +3,204 $7,141
     FB42,843+3,204$7,141
GOLDMAN SACHS ETF TR (GSIE) 246,935 +40,956 $6,927
     GSIE246,935+40,956$6,927
MICROSOFT CORP 48,863 +4,497 $5,763
     MSFT48,863+4,497$5,763
UNITED PARCEL SERVICE INC 48,799 +38,763 $5,453
     UPS48,799+38,763$5,453
CISCO SYS INC 90,762 +11,232 $4,900
     CSCO90,762+11,232$4,900
AUTOMATIC DATA PROCESSING IN 28,472 +171 $4,548
     ADP28,472+171$4,548
DTE ENERGY CO 35,200 -4,676 $4,391
     DTE35,200-4,676$4,391
EQUINIX INC 9,542 +8,035 $4,324
     EQIX9,542+8,035$4,324
RAYTHEON CO 23,220 +1,294 $4,228
     RTN23,220+1,294$4,228
VANGUARD INDEX FDS (VNQ) 48,591 -13,318 $4,223
     VNQ48,591-13,318$4,223
BLACKROCK INC 9,773 +9,645 $4,177
     BLK9,773+9,645$4,177
ISHARES TR (IJJ) 24,954 -446 $3,917
     IJJ24,954-446$3,917
MCDONALDS CORP 20,307 +1,470 $3,856
     MCD20,307+1,470$3,856
PROCTER AND GAMBLE CO 36,955 -5,469 $3,845
     PG36,955-5,469$3,845
AMAZON COM INC 2,118 +107 $3,771
     AMZN2,118+107$3,771
JOHNSON & JOHNSON 26,009 +401 $3,636
     JNJ26,009+401$3,636
ABBOTT LABS 45,394 -937 $3,629
     ABT45,394-937$3,629
VERIZON COMMUNICATIONS INC 60,959 +863 $3,604
     VZ60,959+863$3,604
PAYCHEX INC 44,628 -369 $3,579
     PAYX44,628-369$3,579
PFIZER INC 82,847 +4,846 $3,519
     PFE82,847+4,846$3,519
ACCENTURE PLC IRELAND 19,920 +1,115 $3,506
     ACN19,920+1,115$3,506
TRAVELERS COMPANIES INC 25,170 +1,343 $3,452
     TRV25,170+1,343$3,452
CHEVRON CORP NEW 27,997 +1,736 $3,449
     CVX27,997+1,736$3,449
ISHARES TR (SHY) 40,999 -14,238 $3,449
     SHY40,999-14,238$3,449
MERCK & CO INC 41,308 -801 $3,436
     MRK41,308-801$3,436
DOMINION ENERGY INC 44,571 +2,781 $3,417
     D44,571+2,781$3,417
BERKSHIRE HATHAWAY INC DEL      $3,403
     BRK.B12,438-2,615$2,499
     BRK.A3-1$904
ISHARES TR (IJH) 17,858 -8,618 $3,382
     IJH17,858-8,618$3,382
CROWN CASTLE INTL CORP NEW 26,048 +1,539 $3,334
     CCI26,048+1,539$3,334
REPUBLIC SVCS INC 41,085 +1,635 $3,302
     RSG41,085+1,635$3,302
LOCKHEED MARTIN CORP 10,969 +10,561 $3,292
     LMT10,969+10,561$3,292
WALMART INC 33,431 +2,673 $3,260
     WMT33,431+2,673$3,260
CLOROX CO DEL 20,147 +679 $3,233
     CLX20,147+679$3,233
ISHARES INC (EPP) 68,283 +67,230 $3,134
     EPP68,283+67,230$3,134
ISHARES TR (ILF) 93,749 -518 $3,115
     ILF93,749-518$3,115
ISHARES GOLD TRUST (IAU) 243,287 +7,439 $3,012
     IAU243,287+7,439$3,012
ENTERGY CORP NEW 31,254 +13,188 $2,989
     ETR31,254+13,188$2,989

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 03/31/2019: $559,719
At 12/31/2018: $567,513

Combined Holding Report Includes:
Executive Wealth Management LLC
ATRIA INVESTMENTS LLC

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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