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| Name: |
Executive Wealth Management LLC |
| City: |
BRIGHTON |
| State: |
MI |
| Zip: |
48116 |
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data |
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Filing Period: |
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| Holdings
Found :
19 |
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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 |
|
SO |
Southern Co |
|
New |
$78.14 |
$5,686,000 |
81,094 |
% |
5,686,000 |
81,094 |
0 |
N/A |
|
|
LLY |
Eli Lilly & Co |
|
New |
$760.00 |
$2,391,000 |
4,102 |
% |
2,391,000 |
4,102 |
0 |
N/A |
|
|
AEP |
American Electric Power Co Inc |
|
New |
$91.61 |
$846,000 |
10,410 |
% |
846,000 |
10,410 |
0 |
N/A |
|
|
TJUL |
Innovator Equity Defined Pr... |
|
New |
$0.00 |
$532,000 |
20,720 |
% |
532,000 |
20,720 |
0 |
N/A |
|
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SCHW |
Charles Schwab Corp |
|
New |
$76.11 |
$472,000 |
6,856 |
% |
472,000 |
6,856 |
0 |
N/A |
|
|
VGLT |
Vanguard Long-Term Governm |
|
New |
$56.66 |
$448,000 |
7,278 |
% |
448,000 |
7,278 |
0 |
N/A |
|
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CMCSA |
Comcast Corp |
|
New |
$39.31 |
$353,000 |
8,055 |
% |
353,000 |
8,055 |
0 |
N/A |
|
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IBDT |
Ishares Ibonds Dec 2028 Ter... |
|
New |
$24.44 |
$284,000 |
11,331 |
% |
284,000 |
11,331 |
0.016 |
N/A |
|
|
DVAX |
Dynavax Technologies Corp |
|
New |
$10.73 |
$280,000 |
20,000 |
% |
280,000 |
20,000 |
0 |
N/A |
|
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JBHT |
JB Hunt Transport Services Inc |
|
New |
$170.59 |
$265,000 |
1,329 |
% |
265,000 |
1,329 |
0 |
N/A |
|
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IBDS |
Ishares Ibonds Dec 2027 Ter... |
|
New |
$0.00 |
$255,000 |
10,658 |
% |
255,000 |
10,658 |
0 |
N/A |
|
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UBER |
Uber Technologies, Inc |
|
New |
$66.99 |
$247,000 |
4,009 |
% |
247,000 |
4,009 |
0 |
N/A |
|
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LMT |
Lockheed Martin Corp |
|
New |
$468.88 |
$240,000 |
530 |
% |
240,000 |
530 |
0 |
N/A |
|
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VIG |
Vanguard Dividend Appreciat... |
|
New |
$181.14 |
$233,000 |
1,369 |
% |
233,000 |
1,369 |
0 |
N/A |
|
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ADBE |
Adobe Systems Inc |
|
New |
$482.29 |
$221,000 |
370 |
% |
221,000 |
370 |
0 |
N/A |
|
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KEY |
Keycorp |
|
New |
$15.08 |
$216,000 |
15,009 |
% |
216,000 |
15,009 |
0 |
N/A |
|
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IBDV |
Ishares Ibonds Dec 2030 Ter... |
|
New |
$0.00 |
$208,000 |
9,589 |
% |
208,000 |
9,589 |
0.107 |
N/A |
|
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ETN |
Eaton Corp |
|
New |
$330.57 |
$200,000 |
830 |
% |
200,000 |
830 |
0 |
N/A |
|
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TEI |
Templeton Emerging Markets ... |
|
New |
$5.41 |
$159,000 |
31,204 |
% |
159,000 |
31,204 |
0 |
N/A |
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