Executive Wealth Management, LLC

Q3 2023 13F Detailed Holdings

Location
Brighton, MI
Holdings as of
9/30/2023
Value ($000)
$965,815
Num holdings
199
Date filed
11/7/2023
Form type
13F-HR
Prev filing
8/2/2023
Next filing
1/26/2024
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None