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  Name: Executive Wealth Management LLC
  City: BRIGHTON
  State: MI
  Zip: 48116
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $1,140,845,000
  Total Value Change : $78,186,000
  Securities Held Change : 27
   
All Securities Held : 242
  New Positions : 41
  Closed Positions : 16
  Increased Positions : 117
  Unchanged Positions : 10
  Decreased Positions : 74

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Holdings Found : 16     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (TJUL)1 Year Chart         TJUL Innovator Equity Defined Pr... 242 Closed $0.00 $0 0 0% -532,000 -20,720 0    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 248 Closed $467.35 $0 0 0% -240,000 -530 0    Aerospace/Defense - M...
   (TEI)1 Year Chart         TEI Templeton Emerging Markets ... 241 Closed $5.44 $0 0 0% -159,000 -31,204 0    Closed - End Fund - F...
   (U)1 Year Chart         U Unity Software Inc. 247 Closed $19.40 $0 0 0% -1,878,000 -45,937 0    N/A
   (IVOL)1 Year Chart         IVOL Quadratic Interest Rate Vlt... 253 Closed $0.00 $0 0 0% -1,388,000 -67,108 0    N/A
   (IEUR)1 Year Chart         IEUR iShares Core MSCI Europe 240 Closed $59.86 $0 0 0% -6,215,000 -112,964 0    N/A
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 246 Closed $0.00 $0 0 0% -483,000 -9,551 0    N/A
   (DBMF)1 Year Chart         DBMF Im Dbi Managed Futures Stra... 252 Closed $29.68 $0 0 0% -1,739,000 -67,492 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 239 Closed $72.27 $0 0 0% -472,000 -6,856 0    Investment Brokerage ...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 245 Closed $57.78 $0 0 0% -692,000 -11,871 0    Closed - End Fund - Debt
   (ILF)1 Year Chart         ILF iShares Tr S&P LatAm 40 Indx 251 Closed $27.49 $0 0 0% -6,318,000 -217,417 0    Closed - End Fund - E...
   (DVAX)1 Year Chart         DVAX Dynavax Technologies Corp 238 Closed $11.39 $0 0 0% -280,000 -20,000 0    Drug Manufacturers - ...
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 244 Closed $0.00 $0 0 0% -252,000 -2,756 0    Closed - End Fund - E...
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 250 Closed $65.68 $0 0 0% -212,000 -2,622 0    Biotechnology
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 243 Closed $91.38 $0 0 0% -9,356,000 -94,619 0    Closed - End Fund - E...
   (VPU)1 Year Chart         VPU Vanguard Utilities VIPERS 249 Closed $154.84 $0 0 0% -683,000 -4,981 0    Closed - End Fund - E...
      16 Records Found
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Page 1 of 1
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