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 |
|---|---|---|---|---|---|---|---|---|---|
| DTE ENERGY CO | COM | 201 | $2,387,373 | 21,652 | 0.00 | 0.00 | 128 | 0.59 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO S&P400 | 202 | $2,373,702 | 48,721 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MONSTER BEVERAGE CORP NEW | COM | 203 | $2,259,521 | 39,221 | 0.00 | 0.00 | 5,107 | 14.97 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 204 | $2,224,279 | 7,543 | 0.00 | 0.00 | 1,199 | 18.90 | 12-31-2023 |
