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) 1,001,906 +59,221 $52,507
     GIGB1,001,906+59,221$52,507
VANGUARD SCOTTSDALE FDS (VGIT) 582,419 +37,864 $38,829
     VGIT582,419+37,864$38,829
VANGUARD SCOTTSDALE FDS (VMBS) 723,353 +50,401 $38,525
     VMBS723,353+50,401$38,525
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) 632,398 +394,664 $17,890
     GSIE632,398+394,664$17,890
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 446,827 +84,712 $12,457
     RODM446,827+84,712$12,457
SPDR S&P 500 ETF TR (SPY) 41,432 -404 $12,295
     SPY41,432-404$12,295
SPDR SERIES TRUST (SPMD) 328,888 +20,588 $11,146
     SPMD328,888+20,588$11,146
ISHARES INC (EEMV) 187,094 -195,795 $10,681
     EEMV187,094-195,795$10,681
SPDR SERIES TRUST (MDYG) 168,140 -206 $9,032
     MDYG168,140-206$9,032
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 11,121 +258 $6,415
     EQIX11,121+258$6,415
UNITED PARCEL SERVICE INC 50,738 +313 $6,079
     UPS50,738+313$6,079
CISCO SYS INC 122,572 +24,508 $6,056
     CSCO122,572+24,508$6,056
HOME DEPOT INC 25,353 +787 $5,882
     HD25,353+787$5,882
RAYTHEON CO 28,603 +2,207 $5,611
     RTN28,603+2,207$5,611
DTE ENERGY CO 41,690 +3,706 $5,542
     DTE41,690+3,706$5,542
STORE CAP CORP 144,240 +143,708 $5,396
     STOR144,240+143,708$5,396
BLACKROCK INC 11,934 +1,164 $5,318
     BLK11,934+1,164$5,318
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
WALMART INC 41,047 +3,287 $4,870
     WMT41,047+3,287$4,870
LOCKHEED MARTIN CORP 12,123 +433 $4,728
     LMT12,123+433$4,728
ENTERGY CORP NEW 40,057 +2,821 $4,701
     ETR40,057+2,821$4,701
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 31,608 +2,137 $4,393
     CCI31,608+2,137$4,393
ACCENTURE PLC IRELAND 22,816 +1,661 $4,388
     ACN22,816+1,661$4,388
MERCK & CO INC 50,727 +3,313 $4,270
     MRK50,727+3,313$4,270
REPUBLIC SVCS INC 48,679 +4,175 $4,213
     RSG48,679+4,175$4,213
JOHNSON & JOHNSON 32,496 +3,947 $4,203
     JNJ32,496+3,947$4,203
PAYCHEX INC 50,689 +3,354 $4,195
     PAYX50,689+3,354$4,195
CHEVRON CORP NEW 35,342 +4,017 $4,190
     CVX35,342+4,017$4,190
PFIZER INC 109,259 +15,421 $3,925
     PFE109,259+15,421$3,925
CLOROX CO DEL 25,733 +2,719 $3,908
     CLX25,733+2,719$3,908
NOKIA CORP 739,158 +101,729 $3,740
     NOK739,158+101,729$3,740
SPDR SERIES TRUST (LGLV) 31,949 -2,152 $3,561
     LGLV31,949-2,152$3,561
ISHARES TR (USRT) 64,080 +64,080 $3,559
     USRT64,080+64,080$3,559
ISHARES GOLD TRUST (IAU) 244,694 +207,493 $3,450
     IAU244,694+207,493$3,450
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) 75,637 -18,845 $3,103
     SPTL75,637-18,845$3,103

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: $680,592
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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