HoldingsChannel.com
Executive Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (SPLG) 1,852,696 +49,919 $70,068
     SPLG1,852,696+49,919$70,068
GOLDMAN SACHS ETF TR (GIGB) 1,060,527 +58,621 $55,783
     GIGB1,060,527+58,621$55,783
VANGUARD SCOTTSDALE FDS (VMBS) 774,298 +50,945 $41,169
     VMBS774,298+50,945$41,169
VANGUARD SCOTTSDALE FDS (VGIT) 622,039 +39,620 $40,992
     VGIT622,039+39,620$40,992
ISHARES TR (IJR) 400,321 +373,831 $33,566
     IJR400,321+373,831$33,566
ISHARES TR (ITOT) 410,865 -85,534 $29,865
     ITOT410,865-85,534$29,865
ISHARES TR (USMV) 428,371 -7,287 $28,100
     USMV428,371-7,287$28,100
INVESCO EXCHNG TRADED FD TR (XSLV) 526,276 -105,304 $26,776
     XSLV526,276-105,304$26,776
APPLE INC 70,261 +70,261 $20,631
     AAPL70,261+70,261$20,631
GOLDMAN SACHS ETF TR (GSIE) 493,566 -138,832 $14,930
     GSIE493,566-138,832$14,930
VANGUARD WHITEHALL FDS INC (VYM) 150,992 -8,733 $14,149
     VYM150,992-8,733$14,149
SPDR SERIES TRUST (SPYG) 330,732 -18,391 $13,860
     SPYG330,732-18,391$13,860
LATTICE STRATEGIES TR 446,266 -561 $13,106
     RODM446,266-561$13,106
SPDR SERIES TRUST (SPMD) 333,334 +4,446 $12,076
     SPMD333,334+4,446$12,076
ISHARES INC (EEMV) 181,829 -5,265 $10,666
     EEMV181,829-5,265$10,666
ISHARES TR (AGG) 86,711 +8,158 $9,742
     AGG86,711+8,158$9,742
FACEBOOK INC 46,458 -229 $9,534
     FB46,458-229$9,534
SPDR SERIES TRUST (MDYG) 160,997 -7,143 $9,191
     MDYG160,997-7,143$9,191
MICROSOFT CORP 57,268 -1,094 $9,031
     MSFT57,268-1,094$9,031
VANGUARD INTL EQUITY INDEX F (VEU) 165,040 +164,640 $8,870
     VEU165,040+164,640$8,870
EQUINIX INC 11,336 +215 $6,616
     EQIX11,336+215$6,616
RAYTHEON CO 29,902 +1,299 $6,570
     RTN29,902+1,299$6,570
CISCO SYS INC 136,933 +14,361 $6,567
     CSCO136,933+14,361$6,567
BLACKROCK INC 12,558 +624 $6,313
     BLK12,558+624$6,313
UNITED PARCEL SERVICE INC 51,035 +297 $5,974
     UPS51,035+297$5,974
DTE ENERGY CO 45,315 +3,625 $5,884
     DTE45,315+3,625$5,884
HOME DEPOT INC 26,783 +1,430 $5,848
     HD26,783+1,430$5,848
STORE CAP CORP 154,310 +10,070 $5,746
     STOR154,310+10,070$5,746
AUTOMATIC DATA PROCESSING IN 33,266 +33,266 $5,671
     ADP33,266+33,266$5,671
PROCTER & GAMBLE CO 42,813 +923 $5,346
     PG42,813+923$5,346
PEPSICO INC 38,142 +35,104 $5,212
     PEP38,142+35,104$5,212
WALMART INC 43,484 +2,437 $5,167
     WMT43,484+2,437$5,167
ACCENTURE PLC IRELAND 24,416 +1,600 $5,141
     ACN24,416+1,600$5,141
VERIZON COMMUNICATIONS INC 83,474 +6,409 $5,125
     VZ83,474+6,409$5,125
MCDONALDS CORP 25,896 +2,350 $5,116
     MCD25,896+2,350$5,116
JOHNSON & JOHNSON 34,939 +2,443 $5,096
     JNJ34,939+2,443$5,096
DOMINION ENERGY INC 60,989 +5,049 $5,050
     D60,989+5,049$5,050
ENTERGY CORP NEW 42,072 +2,015 $5,040
     ETR42,072+2,015$5,040
LOCKHEED MARTIN CORP 12,880 +757 $5,015
     LMT12,880+757$5,015
MERCK & CO INC 55,031 +4,304 $5,005
     MRK55,031+4,304$5,005
CROWN CASTLE INTL CORP NEW 34,551 +2,943 $4,911
     CCI34,551+2,943$4,911
ABBOTT LABS 55,667 +55,667 $4,835
     ABT55,667+55,667$4,835
PFIZER INC 122,001 +12,742 $4,779
     PFE122,001+12,742$4,779
REPUBLIC SVCS INC 52,965 +4,286 $4,747
     RSG52,965+4,286$4,747
PAYCHEX INC 55,420 +4,731 $4,714
     PAYX55,420+4,731$4,714
WASTE MGMT INC DEL 40,326 +39,495 $4,595
     WM40,326+39,495$4,595
CHEVRON CORP NEW 37,627 +2,285 $4,534
     CVX37,627+2,285$4,534
TRAVELERS COMPANIES INC 32,550 +32,550 $4,457
     TRV32,550+32,550$4,457
AMAZON COM INC 2,129 +2,129 $3,934
     AMZN2,129+2,129$3,934
FIRST TR EXCHANGE TRADED FD (HYLS) 80,313 +9,136 $3,917
     HYLS80,313+9,136$3,917

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 12/31/2019: $730,867
At 09/30/2019: $680,592

Combined Holding Report Includes:
Executive Wealth Management LLC
ATRIA INVESTMENTS 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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