IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Executive Wealth Management, LLC

Q4 2024 Holdings

Filed 2025-02-13 | 378 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Scottsdale FDS(VGIT)INTER TERM TREAS92206C706$35.0M602,9662.7%
Apple Inc(AAPL)COM037833100$48.4M193,3963.8%
Goldman Sachs ETF TR(GIGB)ACCESS INVT GR381430479$49.5M1,099,0033.9%
Vanguard Scottsdale FDS(VMBS)MTG-BKD SECS ETF92206C771$50.8M1,120,1994.0%
Ishares TR(ITOT)CORE S&P TTL STK464287150$66.4M515,9765.2%
PreviousPage 6 of 6