DOSSIER · 13F-HR · Q4 2024

Executive Wealth Management, LLC

Executive Wealth's asset manager based in Greenwich, CT $1.3B in tracked AUM across 378 positions as of Q4 2024.

EW
Executive Wealth·Greenwich, CT·Asset Manager
CIK 0001542611 · last filed Dec 31, 2024
Total AUM
$1.3B
16.7%
vs prior
Holdings
378
positions
Whale Score
43
43
tracked
Activity
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q4 2024 · Q4 2024

Executive Wealth Management, LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight
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Filing history

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