Executive Wealth Management, LLC - Portfolio overview

Executive Wealth Management, LLC has 254 reported holdings in this dataset, with the latest filing dated 2025-02-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. GIGB - GOLDMAN SACHS ETF TR, 7.26%
2. AAPL - APPLE INC, 7.09%
3. GSIE - GOLDMAN SACHS ETF TR, 4.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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