Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXECUTIVE WEALTH MANAGEMENT LLC | 01-26-2024 | 12-31-2023 | 215 | 1,062,658,135 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 400 MDCP GRW | Liquidated | $0 | 0 | 0.00 | 88,018 | +Inf | 12-31-2023 | |
| VISA INC | COM CL A | 102 | $6,070,594 | 23,317 | 0.00 | 0.00 | 1,770 | 8.21 | 12-31-2023 |
| ALPHABET INC | CAP STK CL A | 103 | $6,014,213 | 43,054 | 0.00 | 0.00 | 3,160 | 7.92 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 104 | $6,013,958 | 146,325 | 0.00 | 0.00 | 1,584 | 1.09 | 12-31-2023 |
