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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 : 2023-12-31
  Total Value : $1,062,659,000
  Total Value Change : $96,843,000
  Securities Held Change : 16
   
All Securities Held : 215
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged 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
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf - $26.87 $2,374,000 48,721 % 240,000 0 0    N/A
   (CORT)1 Year Chart         CORT Corcept Therapeutics Inc - $27.04 $812,000 25,000 % 131,000 0 0    N/A
   (WRK)1 Year Chart         WRK Westrock Co - $51.64 $249,000 6,000 % 34,000 0 0    N/A
   (CACI)1 Year Chart         CACI CACI International Inc - $428.33 $243,000 750 % 8,000 0 0    N/A
   (GAB)1 Year Chart         GAB Gabelli Equity Trust Inc - $5.47 $76,000 15,000 % -1,000 0 0    N/A
   (IVP)1 Year Chart         IVP Inspire Veterinary Partners... - $0.00 $24,000 69,998 % -70,000 0 0    N/A

      6 Records Found
  1    
Page 1 of 1
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