HoldingsChannel.com
Executive Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
SPDR SERIES TRUST (SPLG) 1,802,777 +313,213 $62,826
     SPLG1,802,777+313,213$62,826
GOLDMAN SACHS ETF TR (GIGB) 1,005,237 +62,552 $52,681
     GIGB1,005,237+62,552$52,681
VANGUARD SCOTTSDALE FDS (VGIT) 584,350 +39,795 $38,957
     VGIT584,350+39,795$38,957
VANGUARD SCOTTSDALE FDS (VMBS) 725,779 +52,827 $38,654
     VMBS725,779+52,827$38,654
ISHARES TR (ITOT) 496,399 +21,295 $33,292
     ITOT496,399+21,295$33,292
INVESCO EXCHNG TRADED FD TR (XSLV) 631,580 +71,433 $30,877
     XSLV631,580+71,433$30,877
ISHARES TR (USMV) 435,658 +4,453 $27,925
     USMV435,658+4,453$27,925
VANGUARD BD INDEX FD INC (BND) 316,290 +17,799 $26,704
     BND316,290+17,799$26,704
GOLDMAN SACHS ETF TR (GSIE) 636,515 +398,781 $18,006
     GSIE636,515+398,781$18,006
VANGUARD WHITEHALL FDS INC (VYM) 159,725 -2,904 $14,171
     VYM159,725-2,904$14,171
SPDR SERIES TRUST (SPYG) 349,123 +9,914 $13,576
     SPYG349,123+9,914$13,576
LATTICE STRATEGIES TR 450,823 +88,708 $12,568
     RODM450,823+88,708$12,568
SPDR S&P 500 ETF TR (SPY) 41,432 -404 $12,295
     SPY41,432-404$12,295
SPDR SERIES TRUST (SPMD) 331,700 +23,400 $11,241
     SPMD331,700+23,400$11,241
ISHARES INC (EEMV) 189,953 -192,936 $10,844
     EEMV189,953-192,936$10,844
SPDR SERIES TRUST (MDYG) 169,843 +1,497 $9,123
     MDYG169,843+1,497$9,123
ISHARES TR (AGG) 78,553 +3,668 $8,889
     AGG78,553+3,668$8,889
FACEBOOK INC 46,687 +4,266 $8,313
     FB46,687+4,266$8,313
MICROSOFT CORP 58,362 +8,782 $8,113
     MSFT58,362+8,782$8,113
EQUINIX INC 11,284 +421 $6,509
     EQIX11,284+421$6,509
CISCO SYS INC 125,213 +27,149 $6,186
     CSCO125,213+27,149$6,186
UNITED PARCEL SERVICE INC 50,738 +313 $6,079
     UPS50,738+313$6,079
HOME DEPOT INC 26,045 +1,479 $6,042
     HD26,045+1,479$6,042
RAYTHEON CO 29,559 +3,163 $5,798
     RTN29,559+3,163$5,798
DTE ENERGY CO 41,690 +3,706 $5,542
     DTE41,690+3,706$5,542
STORE CAP CORP 145,224 +144,692 $5,432
     STOR145,224+144,692$5,432
BLACKROCK INC 12,047 +1,277 $5,368
     BLK12,047+1,277$5,368
PROCTER & GAMBLE CO 41,890 +2,801 $5,209
     PG41,890+2,801$5,209
MCDONALDS CORP 23,546 +1,711 $5,055
     MCD23,546+1,711$5,055
LOCKHEED MARTIN CORP 12,520 +830 $4,882
     LMT12,520+830$4,882
WALMART INC 41,047 +3,287 $4,870
     WMT41,047+3,287$4,870
ENTERGY CORP NEW 40,391 +3,155 $4,740
     ETR40,391+3,155$4,740
VERIZON COMMUNICATIONS INC 77,065 +7,968 $4,650
     VZ77,065+7,968$4,650
DOMINION ENERGY INC 55,940 +6,125 $4,532
     D55,940+6,125$4,532
CROWN CASTLE INTL CORP NEW 32,406 +2,935 $4,503
     CCI32,406+2,935$4,503
MERCK & CO INC 52,505 +5,091 $4,419
     MRK52,505+5,091$4,419
ACCENTURE PLC IRELAND 22,972 +1,817 $4,418
     ACN22,972+1,817$4,418
PAYCHEX INC 52,873 +5,538 $4,375
     PAYX52,873+5,538$4,375
REPUBLIC SVCS INC 49,070 +4,566 $4,246
     RSG49,070+4,566$4,246
JOHNSON & JOHNSON 32,496 +3,947 $4,203
     JNJ32,496+3,947$4,203
CHEVRON CORP NEW 35,342 +4,017 $4,190
     CVX35,342+4,017$4,190
CLOROX CO DEL 25,931 +2,917 $3,938
     CLX25,931+2,917$3,938
PFIZER INC 109,259 +15,421 $3,925
     PFE109,259+15,421$3,925
NOKIA CORP 743,519 +106,090 $3,762
     NOK743,519+106,090$3,762
SPDR SERIES TRUST (LGLV) 32,193 -1,908 $3,588
     LGLV32,193-1,908$3,588
ISHARES TR (USRT) 64,279 +64,279 $3,570
     USRT64,279+64,279$3,570
ISHARES GOLD TRUST (IAU) 245,483 +208,282 $3,461
     IAU245,483+208,282$3,461
FIRST TR EXCHANGE TRADED FD (HYLS) 71,177 +12,472 $3,433
     HYLS71,177+12,472$3,433
VANGUARD INDEX FDS (VUG) 20,297 -821 $3,374
     VUG20,297-821$3,374
SPDR SERIES TRUST (SPTL) 76,144 -18,338 $3,123
     SPTL76,144-18,338$3,123

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 09/30/2019: $685,221
At 06/30/2019: $706,878

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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