Executive-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MPWR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "BCE",
  "MU",
  "ACN",
  "ZS",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  null,
  null,
  "CMI",
  "DUK",
  null,
  "EBAY",
  null,
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  null,
  null,
  "EMXC",
  "GSIE",
  "AMAT",
  "EMR",
  null,
  "META",
  null,
  null,
  "IVT",
  "IJH",
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  "MPC",
  "MMC",
  null,
  "MA",
  "MSFT",
  "DOCS",
  "NDAQ",
  "GAB",
  "BX",
  "HSY",
  "ANSS",
  "IJR",
  "ANET",
  "ORCL",
  "PAYX",
  "VGIT",
  null,
  null,
  null,
  "IWF",
  null,
  "PANW",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PARA",
  "FNDX",
  "TMDX",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "ROP",
  "SRE",
  "RTX",
  "GLD",
  null,
  "SPYG",
  null,
  "RSG",
  "SPLG",
  "IBM",
  "SSNC",
  "SYK",
  "SBUX",
  "TGT",
  "TJX",
  "TRV",
  "UPS",
  "DTM",
  "MNST",
  "VWO",
  "ETV",
  null,
  null,
  null,
  null,
  null,
  null,
  "EME",
  null,
  null,
  null,
  null,
  "IEF",
  null,
  "TSM",
  "RMD",
  null,
  "ETR",
  "VYM",
  "EA",
  "RYAN",
  "LECO",
  "PSN",
  "AFL",
  "APH",
  "AMD",
  "F",
  "FSLR",
  "FTNT",
  "IWP",
  "AEP",
  null,
  "NVO",
  "AMZN",
  "CMS",
  "IVE",
  "HCA",
  null,
  "DOX",
  null,
  "HBAN",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VGK",
  null,
  null,
  "VGLT",
  "VTEB",
  "BND",
  "VOO",
  null,
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  null,
  null,
  null,
  "DTE",
  "SCHD",
  "ET",
  "SCHA",
  "NOK",
  null,
  "SO",
  "TTD",
  "TRP",
  null,
  "SW",
  "CRM",
  null,
  "DIA",
  null,
  null,
  null,
  null,
  null,
  "SPYV",
  null,
  null,
  "FDX",
  "ADP",
  "BAC",
  "BNS",
  "BRK-B",
  null,
  "BA",
  "BMY",
  "CACI",
  "CDNS",
  "CTAS",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "COP",
  "STZ",
  "CORT",
  "COST",
  "CRWD",
  "DOCU",
  "IJT",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-13
Total Holdings: 378
Total Value: 1277280482
Accession Number: 0001964047-25-000002
Form Type: 13F-HR
CIK: executive-wealth-management
Manager Name: Executive-Wealth-Management

Data Enrichment

70% identified

263 identified115 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

378 positions • $1,277,280.482K total value

378 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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ELI LILLY & Co

LLY|532457108

Shares:5.1K

Value:$3.9M

46436E205

Shares:171.2K

Value:$3.9M

TJX COMPANIES INC /DE/

TJX|872540109

Shares:31.7K

Value:$3.8M

46435U515

Shares:152.0K

Value:$3.8M

46435UAA9

Shares:157.6K

Value:$3.8M

46434VBD1

Shares:150.7K

Value:$3.8M

46435GAA0

Shares:153.8K

Value:$3.7M

46436E726

Shares:172.4K

Value:$3.7M

Alphabet Inc.

GOOG|02079K107

Shares:19.2K

Value:$3.7M

Palo Alto Networks Inc

PANW|697435105

Shares:20.1K

Value:$3.7M

EMCOR Group, Inc.

EME|29084Q100

Shares:8.0K

Value:$3.6M

46436E486

Shares:174.2K

Value:$3.5M

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.0K

Value:$3.5M

46436E312

Shares:140.4K

Value:$3.5M

46436E130

Shares:137.1K

Value:$3.4M

72201R866

Shares:66.3K

Value:$3.4M

Salesforce, Inc.

CRM|79466L302

Shares:10.2K

Value:$3.4M

ServiceNow, Inc.

NOW|81762P102

Shares:3.2K

Value:$3.4M

316188309

Shares:75.2K

Value:$3.4M

Cloudflare, Inc.

NET|18915M107

Shares:31.3K

Value:$3.4M

Instrument	Shares		Other Manager	Value
ELI LILLY & Co(LLYcusip532457108)	5.1K	QoQ -1.86% (-97) YoY-	All Managers (Combined)	$3.9M	QoQ -14.47% (-$666.7K) YoY-
(cusip46436E205)✕	171.2K	QoQ +33.62% (+43.1K) YoY-	All Managers (Combined)	$3.9M	QoQ +29.59% (+$891.4K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	31.7K	QoQ -0.28% (-92) YoY-	All Managers (Combined)	$3.8M	QoQ +2.48% (-$92.9K) YoY-
(cusip46435U515)✕	152.0K	QoQ +35.16% (+39.6K) YoY-	All Managers (Combined)	$3.8M	QoQ +31.82% (+$914.0K) YoY-
(cusip46435UAA9)✕	157.6K	QoQ +35.53% (+41.3K) YoY-	All Managers (Combined)	$3.8M	QoQ +33.24% (+$942.2K) YoY-
(cusip46434VBD1)✕	150.7K	QoQ +41.04% (+43.9K) YoY-	All Managers (Combined)	$3.8M	QoQ +40.75% (+$1.1M) YoY-
(cusip46435GAA0)✕	153.8K	QoQ +36.54% (+41.2K) YoY-	All Managers (Combined)	$3.7M	QoQ +35.25% (+$964.7K) YoY-
(cusip46436E726)✕	172.4K	QoQ +36.49% (+46.1K) YoY-	All Managers (Combined)	$3.7M	QoQ +31.50% (+$882.2K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	19.2K	QoQ +4.87% (+894) YoY-	All Managers (Combined)	$3.7M	QoQ +19.45% (+$596.7K) YoY-
Palo Alto Networks Inc(PANWcusip697435105)	20.1K	QoQ +98.26% (+10.0K) YoY-	All Managers (Combined)	$3.7M	QoQ +5.54% (+$192.4K) YoY-
EMCOR Group, Inc.(EMEcusip29084Q100)	8.0K	QoQ +8.87% (+649) YoY-	All Managers (Combined)	$3.6M	QoQ +14.78% (+$465.4K) YoY-
(cusip46436E486)✕	174.2K	QoQ +38.25% (+48.2K) YoY-	All Managers (Combined)	$3.5M	QoQ +32.58% (+$871.3K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.0K	QoQ +14.04% (+743) YoY-	All Managers (Combined)	$3.5M	QoQ +16.49% (+$500.9K) YoY-
(cusip46436E312)✕	140.4K	QoQ +39.55% (+39.8K) YoY-	All Managers (Combined)	$3.5M	QoQ +33.42% (+$864.7K) YoY-
(cusip46436E130)✕	137.1K	QoQ +39.56% (+38.9K) YoY-	All Managers (Combined)	$3.4M	QoQ +32.69% (+$847.9K) YoY-
(cusip72201R866)✕	66.3K	QoQ +3.89% (+2.5K) YoY-	All Managers (Combined)	$3.4M	QoQ +1.44% (+$48.9K) YoY-
Salesforce, Inc.(CRMcusip79466L302)	10.2K	QoQ -1.34% (-139) YoY-	All Managers (Combined)	$3.4M	QoQ +20.50% (-$579.7K) YoY-
ServiceNow, Inc.(NOWcusip81762P102)	3.2K	QoQ -3.08% (-102) YoY-	All Managers (Combined)	$3.4M	QoQ +14.87% (-$440.3K) YoY-
(cusip316188309)✕	75.2K	QoQ +1.35% (-1.0K) YoY-	All Managers (Combined)	$3.4M	QoQ -2.70% (-$93.7K) YoY-
Cloudflare, Inc.(NETcusip18915M107)	31.3K	QoQ -6.99% (-2.4K) YoY-	All Managers (Combined)	$3.4M	QoQ +23.80% (-$648.8K) YoY-