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 |
|---|---|---|---|---|---|---|---|---|---|
| ENPHASE ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -291 | -2.69 | 12-31-2023 |
| KEYSIGHT TECHNOLOGIES INC | COM | 252 | $1,198,265 | 7,532 | 0.00 | 0.00 | -1,408 | -15.75 | 12-31-2023 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 253 | $1,171,226 | 25,214 | 0.00 | 0.00 | 927 | 3.82 | 12-31-2023 |
| TESLA INC | COM | 254 | $1,126,608 | 4,534 | 0.00 | 0.00 | 232 | 5.39 | 12-31-2023 |
