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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CASTLE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 681 | 1.63 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 152 | $3,895,561 | 70,854 | 0.00 | 0.00 | 12,918 | 22.30 | 12-31-2023 |
| CHEVRON CORP NEW | COM | 153 | $3,830,102 | 25,677 | 0.00 | 0.00 | 4,654 | 22.14 | 12-31-2023 |
| PIMCO ETF TR | INTER MUN BD ACT | 154 | $3,509,711 | 66,471 | 0.00 | 0.00 | -31,243 | -31.97 | 12-31-2023 |
