Executive Wealth Management, LLC

Q3 2024 13F Detailed Holdings

Location
Brighton, MI
Holdings as of
9/30/2024
Value ($000)
$1,275,132
Num holdings
366
Date filed
11/14/2024
Form type
13F-HR/A - RESTATEMENT
Prev filing
8/8/2024
Next filing
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

Other Managers

Num Name File Number
1 Aperio Group