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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 301 | $568,097 | 4,628 | 0.00 | 0.00 | -85 | -1.80 | 12-31-2023 |
| INNOVATOR ETFS TR | EQUITY DEF PROTN | 302 | $531,882 | 20,720 | 0.00 | 20,720 | +Inf | 12-31-2023 | |
| FORD MTR CO DEL | COM | 303 | $526,235 | 43,169 | 0.00 | 0.00 | -3,030 | -6.56 | 12-31-2023 |
| VANGUARD WORLD FDS | INF TECH ETF | 304 | $522,884 | 1,080 | 0.00 | 0.00 | 1 | 0.09 | 12-31-2023 |
