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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $9,456,117 | 55,676 | 0.00 | 0.00 | -469 | -0.84 | 12-31-2023 |
| ISHARES TR | 20 YR TR BD ETF | 52 | $9,355,958 | 94,619 | 0.00 | 0.00 | 13,284 | 16.33 | 12-31-2023 |
| ISHARES TR | FALN ANGLS USD | 53 | $9,219,478 | 349,222 | 0.00 | 0.00 | 42,473 | 13.85 | 12-31-2023 |
| WALMART INC | COM | 54 | $9,153,899 | 58,064 | 0.00 | 0.00 | -752 | -1.28 | 12-31-2023 |
