HoldingsChannel.com
Executive Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (SPLG) 1,489,564 +235,572 $51,450
     SPLG1,489,564+235,572$51,450
GOLDMAN SACHS ETF TR (GIGB) 942,685 +942,685 $48,454
     GIGB942,685+942,685$48,454
VANGUARD SCOTTSDALE FDS (VGIT) 544,555 +544,515 $35,924
     VGIT544,555+544,515$35,924
VANGUARD SCOTTSDALE FDS (VMBS) 672,952 +672,917 $35,552
     VMBS672,952+672,917$35,552
ISHARES TR (ITOT) 475,104 +40,952 $31,656
     ITOT475,104+40,952$31,656
INVESCO EXCHNG TRADED FD TR (XSLV) 560,147 +21,044 $26,876
     XSLV560,147+21,044$26,876
ISHARES TR (USMV) 431,205 -43,051 $26,618
     USMV431,205-43,051$26,618
VANGUARD BD INDEX FD INC (BND) 298,491 -607,223 $24,796
     BND298,491-607,223$24,796
ISHARES INC (EEMV) 382,889 +13,374 $22,537
     EEMV382,889+13,374$22,537
VANGUARD WHITEHALL FDS INC (VYM) 162,629 +29,445 $14,211
     VYM162,629+29,445$14,211
APPLE INC 67,717 +1,641 $13,402
     AAPL67,717+1,641$13,402
SPDR SERIES TRUST (SPYG) 339,209 +336,076 $13,138
     SPYG339,209+336,076$13,138
ISHARES TR (SMMV) 370,261 +370,261 $12,341
     SMMV370,261+370,261$12,341
SPDR S&P 500 ETF TR (SPY) 41,836 -1,293 $12,258
     SPY41,836-1,293$12,258
SPDR SERIES TRUST (SPMD) 308,300 +308,300 $10,504
     SPMD308,300+308,300$10,504
LATTICE STRATEGIES TR 362,115 +11,115 $10,197
     RODM362,115+11,115$10,197
SPDR SERIES TRUST (MDYG) 168,346 +168,346 $9,138
     MDYG168,346+168,346$9,138
ISHARES TR (AGG) 74,885 -29,981 $8,338
     AGG74,885-29,981$8,338
FACEBOOK INC 42,421 -422 $8,187
     FB42,421-422$8,187
GOLDMAN SACHS ETF TR (GSIE) 237,734 -9,201 $6,818
     GSIE237,734-9,201$6,818
MICROSOFT CORP 49,580 +717 $6,642
     MSFT49,580+717$6,642
EQUINIX INC 10,863 +1,321 $5,478
     EQIX10,863+1,321$5,478
CISCO SYS INC 98,064 +7,302 $5,367
     CSCO98,064+7,302$5,367
UNITED PARCEL SERVICE INC 50,425 +1,626 $5,207
     UPS50,425+1,626$5,207
HOME DEPOT INC 24,566 +17,755 $5,109
     HD24,566+17,755$5,109
BLACKROCK INC 10,770 +997 $5,054
     BLK10,770+997$5,054
AUTOMATIC DATA PROCESSING IN 30,474 +2,002 $5,038
     ADP30,474+2,002$5,038
DTE ENERGY CO 37,984 +2,784 $4,857
     DTE37,984+2,784$4,857
RAYTHEON CO 26,396 +3,176 $4,590
     RTN26,396+3,176$4,590
MCDONALDS CORP 21,835 +1,528 $4,534
     MCD21,835+1,528$4,534
PROCTER AND GAMBLE CO 39,089 +2,134 $4,286
     PG39,089+2,134$4,286
LOCKHEED MARTIN CORP 11,690 +721 $4,250
     LMT11,690+721$4,250
WALMART INC 37,760 +4,329 $4,172
     WMT37,760+4,329$4,172
ABBOTT LABS 49,503 +4,109 $4,163
     ABT49,503+4,109$4,163
AMAZON COM INC 2,167 +49 $4,103
     AMZN2,167+49$4,103
VANGUARD INDEX FDS (VNQ) 46,764 -1,827 $4,087
     VNQ46,764-1,827$4,087
PFIZER INC 93,838 +10,991 $4,065
     PFE93,838+10,991$4,065
TRAVELERS COMPANIES INC 26,900 +1,730 $4,022
     TRV26,900+1,730$4,022
JOHNSON & JOHNSON 28,549 +2,540 $3,976
     JNJ28,549+2,540$3,976
MERCK & CO INC 47,414 +6,106 $3,976
     MRK47,414+6,106$3,976
VERIZON COMMUNICATIONS INC 69,097 +8,138 $3,948
     VZ69,097+8,138$3,948
ACCENTURE PLC IRELAND 21,155 +1,235 $3,909
     ACN21,155+1,235$3,909
SPDR SERIES TRUST (SPAB) 133,743 +133,743 $3,901
     SPAB133,743+133,743$3,901
CHEVRON CORP NEW 31,325 +3,328 $3,898
     CVX31,325+3,328$3,898
PAYCHEX INC 47,335 +2,707 $3,895
     PAYX47,335+2,707$3,895
REPUBLIC SVCS INC 44,504 +3,419 $3,856
     RSG44,504+3,419$3,856
DOMINION ENERGY INC 49,815 +5,244 $3,852
     D49,815+5,244$3,852
CROWN CASTLE INTL CORP NEW 29,471 +3,423 $3,842
     CCI29,471+3,423$3,842
ENTERGY CORP NEW 37,236 +5,982 $3,833
     ETR37,236+5,982$3,833
INTERNATIONAL FLAVORS&FRAGRA 25,909 +25,834 $3,759
     IFF25,909+25,834$3,759

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 06/30/2019: $706,878
At 03/31/2019: $559,719

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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