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Amber Davis

@Executive Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.275BTotal holdings261
Assets growth rate133.8%Assets growth rate (2-Q avg)40.81%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Executive Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 261 positions.

Assets under management

The assets under management (AUM) of Executive Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.275B in assets, with a quarterly growth rate of 133.8% and a 2-quarter average growth rate of 40.81%. The portfolio is managed by Amber Davis, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ADIAnalog Devices Inc
Recent Activity
New Position
0.97%
$12.261M
53,268 shares@ $230.18 avg price
MCDMcdonalds Corp
Recent Activity
New Position
0.9%
$11.465M
37,649 shares@ $304.52 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.87%
$11.014M
59,110 shares@ $186.33 avg price
VTIPVanguard Malvern Fds
Recent Activity
New Position
0.86%
$10.925M
221,548 shares@ $49.32 avg price
ELVElevance Health Inc
Recent Activity
New Position
0.86%
$10.901M
20,963 shares@ $520.01 avg price
AVLVAmerican Centy Etf Tr
Recent Activity
New Position
0.82%
$10.405M
158,065 shares@ $65.84 avg price
WMTWalmart Inc
Recent Activity
New Position
0.79%
$9.965M
123,400 shares@ $80.75 avg price
HDHome Depot Inc
Recent Activity
New Position
0.77%
$9.802M
24,191 shares@ $405.2 avg price
CMICummins Inc
Recent Activity
New Position
0.75%
$9.538M
29,458 shares@ $323.8 avg price
AGZIshares Tr
Recent Activity
New Position
0.74%
$9.378M
84,944 shares@ $110.4 avg price