SEC Form 13F

Executive Wealth Management, LLC 13F Holdings

Report period2024-12-31
Publicly available2025-02-14
Reported value$1,277,280,482
Positions255

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$66,364,799515,976
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$50,789,8561,120,199
GOLDMAN SACHS ETF TRGIGBACCESS INVT GR$49,532,0841,099,003
APPLE INCAAPLCOM$48,430,099193,396
VANGUARD SCOTTSDALE FDSVGITINTER TERM TREAS$34,971,996602,966
SPDR SER TRSPYGPRTFLO S&P500 GW$34,869,359396,694
GOLDMAN SACHS ETF TRGSIEACTIVEBETA INT$33,864,0011,015,716
SPDR SER TRSPLGPORTFOLIO S&P500$29,324,819425,367
NVIDIA CORPORATIONNVDACOM$25,057,337186,591
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$23,802,835387,857

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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