Stock Taper

EXECUTIVE WEALTH MANAGEMENT, LLC

Latest 13F filing data - Q4 2024

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Eaton Corporation plcETN9.53K$3.16M
InvenTrust Properties Corp.IVT9.7K$292.36K
Adobe Inc.ADBE10.13K$4.5M
Berkshire Hathaway Inc.BRK-B10.19K$4.62M
Salesforce, Inc.CRM10.19K$3.41M
BlackRock, Inc.BLK10.21K$10.47M
SempraSRE10.24K$898.08K
Bank of America CorporationBAC10.32K$453.66K
DT Midstream, Inc.DTM10.61K$1.06M
The Bank of Nova ScotiaBNS11.35K$609.83K
BCE Inc.BCE11.43K$264.99K
Constellation Brands, Inc.STZ12.76K$2.82M
ResMed Inc.RMD13.16K$3.01M
Roper Technologies, Inc.ROP13.25K$6.89M
Mastercard IncorporatedMA14.64K$7.71M
Lockheed Martin CorporationLMT14.9K$7.24M
Energy Transfer LPET15.96K$312.7K
Pfizer Inc.PFE16.15K$428.41K
NIKE, Inc.NKE16.77K$1.27M
Enterprise Products Partners L.P.EPD17.02K$533.75K