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 |
|---|---|---|---|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | 451 | $222,828 | 5,523 | 0.00 | 0.00 | 431 | 8.46 | 12-31-2023 |
| ADOBE INC | COM | 452 | $220,742 | 370 | 0.00 | 370 | +Inf | 12-31-2023 | |
| HONEYWELL INTL INC | COM | 453 | $219,848 | 1,048 | 0.00 | 0.00 | -36 | -3.32 | 12-31-2023 |
| KEYCORP | COM | 454 | $216,135 | 15,009 | 0.00 | 15,009 | +Inf | 12-31-2023 |
