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

Page 7 of 13

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STRYKER CORP

SYK|863667101

Shares:4.4K

Value:$1.6M

FIRST SOLAR, INC.

FSLR|336433107

Shares:8.8K

Value:$1.6M

025072406

Shares:31.7K

Value:$1.5M

Palantir Technologies Inc.

PLTR|69608A108

Shares:20.0K

Value:$1.5M

922908744

VTV|922908744

Shares:8.9K

Value:$1.5M

922908736

VUG|922908736

Shares:3.7K

Value:$1.5M

464287432

Shares:16.9K

Value:$1.5M

92204A702

VGT|92204A702

Shares:2.2K

Value:$1.4M

TransMedics Group, Inc.

TMDX|89377M109

Shares:20.4K

Value:$1.3M

NIKE, Inc.

NKE|654106103

Shares:16.8K

Value:$1.3M

Tesla, Inc.

TSLA|88160R101

Shares:3.1K

Value:$1.3M

NETFLIX INC

NFLX|64110L106

Shares:1.3K

Value:$1.2M

Blackstone Inc.

BX|09260D107

Shares:6.8K

Value:$1.2M

DT Midstream, Inc.

DTM|23345M107

Shares:10.6K

Value:$1.1M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:5.0K

Value:$996.1K

37954Y632

Shares:25.4K

Value:$980.7K

92189L103

Shares:20.0K

Value:$977.7K

AT&T INC.

T|00206R102

Shares:42.7K

Value:$972.8K

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:5.8K

Value:$935.3K

SEMPRA

SRE|816851109

Shares:10.2K

Value:$898.1K

Instrument	Shares		Other Manager	Value
STRYKER CORP(SYKcusip863667101)	4.4K	QoQ +0.85% (+37) YoY-	All Managers (Combined)	$1.6M	QoQ +0.50% (+$7.9K) YoY-
FIRST SOLAR, INC.(FSLRcusip336433107)	8.8K	QoQ NEW(+8.8K) YoY-	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY-
(cusip025072406)✕	31.7K	QoQ -2.21% (-718) YoY-	All Managers (Combined)	$1.5M	QoQ -9.51% (-$159.4K) YoY-
Palantir Technologies Inc.(PLTRcusip69608A108)	20.0K	QoQ +1.94% (+382) YoY-	All Managers (Combined)	$1.5M	QoQ +107.25% (+$783.9K) YoY-
(VTVcusip922908744)	8.9K	QoQ -0.61% (-55) YoY-	All Managers (Combined)	$1.5M	QoQ -3.60% (-$56.6K) YoY-
(VUGcusip922908736)	3.7K	QoQ -5.41% (-211) YoY-	All Managers (Combined)	$1.5M	QoQ +1.10% (-$16.5K) YoY-
(cusip464287432)✕	16.9K	QoQ -10.16% (-1.9K) YoY-	All Managers (Combined)	$1.5M	QoQ -20.03% (-$369.9K) YoY-
(VGTcusip92204A702)	2.2K	QoQ +8.51% (+171) YoY-	All Managers (Combined)	$1.4M	QoQ +15.03% (+$177.1K) YoY-
TransMedics Group, Inc.(TMDXcusip89377M109)	20.4K	QoQ +57.11% (-7.4K) YoY-	All Managers (Combined)	$1.3M	QoQ -37.60% (-$767.4K) YoY-
NIKE, Inc.(NKEcusip654106103)	16.8K	QoQ -12.65% (-2.4K) YoY-	All Managers (Combined)	$1.3M	QoQ -25.23% (-$428.1K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	3.1K	QoQ +2.47% (+75) YoY-	All Managers (Combined)	$1.3M	QoQ +58.18% (+$460.6K) YoY-
NETFLIX INC(NFLXcusip64110L106)	1.3K	QoQ -4.27% (-59) YoY-	All Managers (Combined)	$1.2M	QoQ +20.29% (-$198.6K) YoY-
Blackstone Inc.(BXcusip09260D107)	6.8K	QoQ +0.16% (+11) YoY-	All Managers (Combined)	$1.2M	QoQ +12.78% (+$132.5K) YoY-
DT Midstream, Inc.(DTMcusip23345M107)	10.6K	QoQ +0.46% (+49) YoY-	All Managers (Combined)	$1.1M	QoQ +26.98% (+$224.2K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	5.0K	QoQ +5.01% (+241) YoY-	All Managers (Combined)	$996.1K	QoQ +19.42% (+$162.0K) YoY-
(cusip37954Y632)✕	25.4K	QoQ +57.15% (+9.2K) YoY-	All Managers (Combined)	$980.7K	QoQ +63.37% (+$380.4K) YoY-
(cusip92189L103)✕	20.0K	QoQ +8.21% (+1.5K) YoY-	All Managers (Combined)	$977.7K	QoQ +38.95% (+$274.1K) YoY-
AT&T INC.(Tcusip00206R102)	42.7K	QoQ +0.77% (+327) YoY-	All Managers (Combined)	$972.8K	QoQ +4.29% (+$40.1K) YoY-
APPLIED MATERIALS INC /DE(AMATcusip038222105)	5.8K	QoQ -5.00% (-303) YoY-	All Managers (Combined)	$935.3K	QoQ -23.53% (-$287.8K) YoY-
SEMPRA(SREcusip816851109)	10.2K	QoQ NEW(+10.2K) YoY-	All Managers (Combined)	$898.1K	QoQ NEW(+$898.1K) YoY-