Exchange Capital Management, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Exchange Capital Management, Inc.

CIK Number: 0001317733

670.02M
Market Value
197
# of Holdings
24 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 1, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 MSFT Microsoft Corpo...
505.12
-0.31% 72.54K +0.89% 27.23M 130.07 4.42% Share
2 VGT Vanguard Inform...
689.59
-1.07% 37.4K +6.16% 20.29M 271.83 3.29% Share
3 AMZN Amazon.com, Inc...
225.34
-1.6% 99.44K -1.18% 18.92M 61.92 3.07% Share
4 GOOGL Alphabet Inc.
211.35
-0.73% 118.01K -1.08% 18.25M 53.75 2.96% Share
5 BRK-B Berkshire Hatha...
501.06
-0.38% 31.32K -0.92% 16.68M 134.07 2.70% Share
6 DDWM WisdomTree Dyna...
41.06
-0.51% 453.32K -0.62% 16.68M 27.05 2.70% Share
7 VFH Vanguard Financ...
130.95
-0.77% 100.09K +2.17% 11.96M 69.54 1.94% Share
8 BLK BlackRock, Inc.
1114.51
-1.12% 12.44K -1.52% 11.78M 949.52 1.91% Share
9 HEFA iShares Currenc...
38.61
-0.36% 309.17K +1.06% 11.22M 30.99 1.82% Share
10 CRM Salesforce, Inc...
252.91
-1.3% 39.9K -1.64% 10.71M 165.09 1.74% Share
11 MDY SPDR S&P MIDCAP...
592.55
-0.44% 20.03K -1.15% 10.69M 261.87 1.73% Share
12 VHT Vanguard Health...
255.53
+0.18% 40.35K +13.31% 10.68M 210.24 1.73% Share
13 SPMD SPDR Portfolio ...
56.87
-0.42% 205.91K +9.31% 10.54M 52.82 1.71% Share
14 IJR iShares Core S&...
117.14
-0.76% 91.44K -3.12% 9.56M 67.03 1.55% Share
15 NOW ServiceNow, Inc...
911.51
-0.65% 11.5K -1.31% 9.15M 299.11 1.48% Share
16 KLAC KLA Corporation
845.96
-2.99% 13.07K -1.28% 8.88M 110.13 1.44% Share
17 VIS Vanguard Indust...
288.85
-0.84% 34.59K +8.46% 8.56M 181.72 1.39% Share
18 VCR Vanguard Consum...
382.65
-0.83% 25.71K +3.99% 8.37M 224.98 1.36% Share
19 JPM JPMorgan Chase ...
299.64
-0.59% 33.33K -2.31% 8.17M 75.12 1.33% Share
20 GWRE Guidewire Softw...
217.33
+0.14% 41.21K -2.9% 7.72M 91.08 1.25% Share
21 VOX Vanguard Commun...
179.62
-0.32% 51.53K +1.57% 7.65M 98.02 1.24% Share
22 MNST Monster Beverag...
62.67
+0.42% 124.8K 0.00% 7.3M 52.95 1.18% Share
23 EMR Emerson Electri...
131.36
-0.48% 64.48K -0.97% 7.07M 64.66 1.15% Share
24 AAPL Apple Inc.
229.72
-1.04% 31.74K -3.91% 7.05M 106.33 1.14% Share
25 SPSM SPDR Portfolio ...
45.66
-0.83% 170.72K +11.35% 6.96M 42.99 1.13% Share
26 VEEV Veeva Systems I...
270.02
+0.30% 29.61K -0.17% 6.86M 121.13 1.11% Share
27 AGG iShares Core U....
98.89
-0.57% 66.24K -1.02% 6.55M 109.14 1.06% Share
28 SPTM SPDR Portfolio ...
77.70
-0.72% 95.55K +14.58% 6.5M 57.51 1.05% Share
29 FTEC Fidelity MSCI I...
205.18
-1.06% 36.81K -2.55% 5.94M 51.13 0.96% Share
30 RTX RTX Corporation
157.99
-0.38% 44.11K -0.14% 5.84M 100.22 0.95% Share
31 IJH iShares Core S&...
64.90
-0.4% 94.41K -4.34% 5.51M 43.62 0.89% Share
32 VPU Vanguard Utilit...
181.97
-0.39% 31.07K +9.55% 5.31M 141.28 0.86% Share
33 AMGN Amgen Inc.
286.92
-0.27% 16.74K -1.08% 5.22M 87.56 0.85% Share
34 HD The Home Depot,...
406.40
-0.09% 14.19K -5.13% 5.2M 130.56 0.84% Share
35 GILD Gilead Sciences...
112.71
-0.23% 46.11K -0.49% 5.17M 70.9 0.84% Share
36 MRK Merck & Co., In...
85.47
+1.60% 57.32K -0.53% 5.15M 62.82 0.83% Share
37 HON Honeywell Inter...
217.60
-0.87% 23.8K +4.27% 5.04M 174.82 0.82% Share
38 PG The Procter & G...
157.96
+0.59% 28.86K -1.1% 4.92M 82.29 0.80% Share
39 V Visa Inc.
349.95
-0.52% 13.79K -3.78% 4.83M 44.08 0.78% Share
40 CMCSA Comcast Corpora...
34.13
+0.47% 130.31K +10.55% 4.81M 35.46 0.78% Share
41 VAW Vanguard Materi...
206.71
-0.79% 25.15K +3.14% 4.75M 148.02 0.77% Share
42 KVUE Kenvue Inc.
20.78
+0.34% 192.85K +0.04% 4.62M 20.08 0.75% Share
43 LNG Cheniere Energy...
240.76
-0.44% 18.83K +1.28% 4.36M 73.31 0.71% Share
44 DIS The Walt Disney...
118.26
-0.1% 42.86K -0.63% 4.23M 67.3 0.69% Share
45 VDC Vanguard Consum...
219.06
-0.01% 18.59K +6.47% 4.07M 169.85 0.66% Share
46 SBUX Starbucks Corpo...
89.78
+1.80% 41.47K -2.32% 4.07M 78.99 0.66% Share
47 XOM Exxon Mobil Cor...
114.67
+0.34% 32.86K -0.81% 3.91M 75.16 0.63% Share
48 IEMG iShares Core MS...
61.98
-0.19% 69.41K +1.88% 3.75M 53.38 0.61% Share
49 SCHX Schwab U.S. Lar...
25.38
-0.76% 168.59K -14.57% 3.72M 10 0.60% Share
50 BBBS Bondbloxx BBB R...
51.41
-0.44% 72.72K +15.43% 3.71M 50.59 0.60% Share
51 CTVA Corteva, Inc.
73.91
-0.38% 56.74K +0.72% 3.57M 34.77 0.58% Share
52 JNJ Johnson & Johns...
178.09
+0.52% 21.39K +8.64% 3.55M 119.1 0.58% Share
53 MDT Medtronic plc
93.32
+0.55% 39.37K +4.48% 3.54M 91.28 0.57% Share
54 FHLC Fidelity MSCI H...
65.84
+0.26% 51.09K -4.58% 3.49M 41.93 0.57% Share
55 BSCX Invesco BulletS...
21.22
-0.33% 165.95K -0.5% 3.47M 20.79 0.56% Share
56 MCD McDonald's Corp...
315.77
+0.71% 11.08K +3.06% 3.46M 100.67 0.56% Share
57 BMY Bristol-Myers S...
47.41
+0.49% 54.67K +0.26% 3.33M 52.6 0.54% Share
58 XLK Technology Sele...
259.88
-0.98% 15.46K -1.35% 3.19M 70.03 0.52% Share
59 USB U.S. Bancorp
48.51
-0.67% 75.56K -1.62% 3.19M 44.34 0.52% Share
60 BSCV Invesco BulletS...
16.62
-0.15% 193.98K -0.71% 3.16M 16.27 0.51% Share
61 ZBH Zimmer Biomet H...
105.02
-1.02% 27.46K +0.96% 3.11M 125.97 0.50% Share
62 BSCW Invesco Bullets...
20.70
-0.22% 151.82K -0.61% 3.09M 20.26 0.50% Share
63 PEP PepsiCo, Inc.
150.28
+1.10% 20.43K -6.66% 3.06M 72.16 0.50% Share
64 XTWO Bondbloxx Bloom...
49.41
-0.42% 61.62K +29.54% 3.05M 49.17 0.49% Share
65 GD General Dynamic...
324.27
-0.09% 10.83K -0.55% 2.95M 151.92 0.48% Share
66 LMT Lockheed Martin...
452.49
-0.69% 6.61K -0.84% 2.95M 352.98 0.48% Share
67 IHDG WisdomTree Inte...
44.54
-0.83% 67.73K +9.36% 2.94M 43.46 0.48% Share
68 COST Costco Wholesal...
938.82
-0.48% 2.99K +21.38% 2.83M 448.12 0.46% Share
69 ADBE Adobe Inc.
345.63
-3.1% 7.37K -21.28% 2.82M 318.74 0.46% Share
70 BSCQ Invesco BulletS...
19.55
+0.03% 144.93K -2.36% 2.82M 20.02 0.46% Share
71 XONE Bondbloxx Bloom...
49.47
-0.37% 55.92K +4.25% 2.78M 49.6 0.45% Share
72 BSCP Invesco BulletS...
20.69
0.00% 130.89K -7.18% 2.71M 21.08 0.44% Share
73 SCHM Schwab U.S. Mid...
29.36
-0.37% 102.08K -11.86% 2.67M 16.77 0.43% Share
74 BSCU Invesco BulletS...
16.87
-0.06% 160.25K -0.7% 2.66M 16.46 0.43% Share
75 BSCR Invesco BulletS...
19.69
0.00% 130.17K -2.68% 2.55M 20.36 0.41% Share
76 VTI Vanguard Total ...
316.00
-0.69% 9.18K -2.73% 2.52M 146.85 0.41% Share
77 LOW Lowe's Companie...
258.69
+0.24% 10.6K -1.99% 2.47M 140.24 0.40% Share
78 FDIS Fidelity MSCI C...
99.22
-0.91% 29.08K -1.92% 2.46M 38.35 0.40% Share
79 DDLS WisdomTree Dyna...
41.47
-1.24% 65.98K +6.10% 2.33M 33.57 0.38% Share
80 FNCL Fidelity MSCI F...
76.13
-0.89% 32.87K -3.31% 2.29M 38.35 0.37% Share
81 MCO Moody's Corpora...
498.85
-2.14% 4.74K -2.99% 2.21M 243.59 0.36% Share
82 BAC Bank of America...
50.41
-0.66% 51.53K -4.44% 2.15M 25.1 0.35% Share
83 FIDU Fidelity MSCI I...
79.82
-0.89% 30.93K -0.77% 2.12M 37 0.34% Share
84 LRCX Lam Research Co...
97.03
-3.12% 28.5K -1.99% 2.07M 146.75 0.34% Share
85 ACN Accenture plc
256.09
-1.49% 6.63K +0.11% 2.07M 133.82 0.34% Share
86 EFX Equifax Inc.
234.00
-5% 7.93K +21.73% 1.93M 236.59 0.31% Share
87 VWO Vanguard Emergi...
51.45
-0.16% 42.24K -1.13% 1.91M 39.33 0.31% Share
88 FCOM Fidelity MSCI C...
67.95
-0.29% 32.95K -3.33% 1.85M 32.44 0.30% Share
89 ECL Ecolab Inc.
274.91
-0.77% 7.07K +1.38% 1.79M 163.68 0.29% Share
90 MCHP Microchip Techn...
63.60
-2.15% 36.94K -1.61% 1.79M 49.05 0.29% Share
91 ROP Roper Technolog...
518.99
-1.39% 2.96K +7.84% 1.74M 472.82 0.28% Share
92 VLO Valero Energy C...
154.26
+1.48% 12.84K 0.00% 1.7M 22.44 0.27% Share
93 IVV iShares Core S&...
643.48
-0.75% 2.99K -17.35% 1.68M 274.03 0.27% Share
94 SCHA Schwab U.S. Sma...
27.18
-0.48% 71.65K -12.4% 1.68M 16.71 0.27% Share
95 SPY SPDR S&P 500 ET...
640.37
-0.73% 2.99K -1.39% 1.67M 250.55 0.27% Share
96 GOOG Alphabet Inc.
211.99
-0.72% 10.48K -3.14% 1.64M 111.16 0.27% Share
97 FTNT Fortinet, Inc.
76.92
-2.34% 16.62K +4.59% 1.6M 19.07 0.26% Share
98 IBDQ iShares iBonds ...
25.09
-0.38% 59.84K +7.28% 1.5M 24.92 0.24% Share
99 LLY Eli Lilly and C...
735.16
+0.35% 1.81K -7.38% 1.49M 473.98 0.24% Share
100 CLX The Clorox Comp...
119.99
+1.51% 9.78K +58.78% 1.44M 145.65 0.23% Share
101 CNRG SPDR Kensho Cle...
72.91
-0.8% 28.23K +12.39% 1.42M 69.5 0.23% Share
102 XSOE WisdomTree Emer...
35.51
-0.25% 44.01K +3.69% 1.36M 32.44 0.22% Share
103 SPGI S&P Global Inc.
539.46
-1.64% 2.6K -1.44% 1.32M 249.96 0.21% Share
104 QCRH QCR Holdings, I...
78.34
-0.05% 18.25K 0.00% 1.3M 42.85 0.21% Share
105 XLY Consumer Discre...
230.06
-0.72% 6.3K -4.98% 1.24M 108.58 0.20% Share
106 DPZ Domino's Pizza,...
467.30
+1.96% 2.71K -2.17% 1.24M 375.54 0.20% Share
107 AMAT Applied Materia...
157.57
-1.98% 8.38K -2.37% 1.22M 65.89 0.20% Share
108 SUB iShares Short-T...
106.80
-0.18% 11.39K -7.36% 1.2M 104.96 0.20% Share
109 XHLF Bondbloxx Bloom...
50.23
-0.35% 23.89K -23.77% 1.2M 50.19 0.20% Share
110 IBTO Ishares Ibonds ...
24.46
-0.6% 49.15K 0.00% 1.2M 23.63 0.19% Share
111 XLI Industrial Sele...
150.56
-0.95% 9.01K -3.14% 1.18M 60.81 0.19% Share
112 UNP Union Pacific C...
221.85
-0.77% 4.96K -2.34% 1.17M 114.36 0.19% Share
113 CLB Core Laboratori...
11.76
+2.17% 73.63K +8.06% 1.1M 18.75 0.18% Share
114 ICE Intercontinenta...
175.07
-0.87% 6.33K +1.26% 1.09M 112.68 0.18% Share
115 MAS Masco Corporati...
72.38
-1.38% 15.43K +1.17% 1.07M 56.3 0.17% Share
116 FSTA Fidelity MSCI C...
51.11
-0.04% 20.98K -1.87% 1.07M 32.68 0.17% Share
117 UL Unilever PLC
63.54
+0.54% 16.96K +4.66% 1.01M 52.96 0.16% Share
118 WDAY Workday, Inc.
228.89
-0.84% 4.26K +9.10% 994.14K 194.53 0.16% Share
119 CME CME Group Inc.
265.40
-0.42% 3.72K +3.36% 986.61K 157.74 0.16% Share
120 KO The Coca-Cola C...
69.05
+0.08% 13.55K -11.81% 970.27K 50.37 0.16% Share
121 XTRE Bondbloxx Bloom...
49.70
-0.46% 18.48K +13.59% 915.17K 48.86 0.15% Share
122 VTEB Vanguard Tax-Ex...
48.78
-0.46% 17.96K -13.55% 891.23K 50.29 0.14% Share
123 SCHB Schwab U.S. Bro...
24.75
-0.74% 41.24K -1.65% 887.94K 11.19 0.14% Share
124 MUB iShares Nationa...
103.97
-0.47% 8.39K -14% 885.06K 105.97 0.14% Share
125 LIN Linde plc
474.14
-0.87% 1.89K 0.00% 880.99K 355.44 0.14% Share
126 PFE Pfizer Inc.
24.98
+0.87% 34.36K +1.25% 870.72K 35.31 0.14% Share
127 DGRE WisdomTree Emer...
27.54
-0.07% 35.7K +5.97% 867.94K 25.78 0.14% Share
128 ASML ASML Holding N....
725.85
-2.26% 1.28K -0.62% 848.17K 421.39 0.14% Share
129 BSCT Invesco BulletS...
18.79
-0.11% 45K -74.11% 833.89K 19.42 0.14% Share
130 FMAT Fidelity MSCI M...
52.87
-0.77% 17.11K -0.97% 826.54K 32.85 0.13% Share
131 CMS CMS Energy Corp...
71.14
-0.6% 10.74K -21.51% 806.56K 49.33 0.13% Share
132 NKE NIKE, Inc.
74.31
-3.96% 12.68K +16.49% 804.8K 99.65 0.13% Share
133 NEE NextEra Energy,...
72.65
+0.84% 11.07K 0.00% 784.82K 29.94 0.13% Share
134 DGS WisdomTree Emer...
56.13
-1.39% 16.1K +7.03% 777.94K 51 0.13% Share
135 VB Vanguard Small ...
251.18
-0.52% 3.44K -3.86% 761.96K 177.15 0.12% Share
136 MYCG SPDR SSGA My202...
24.98
-0.35% 29.06K +22.30% 724.27K 24.74 0.12% Share
137 CNI Canadian Nation...
96.64
-0.14% 7.05K 0.00% 687K 41.34 0.11% Share
138 VDE Vanguard Energy...
127.18
+0.23% 5.24K +67.75% 679.33K 125.21 0.11% Share
139 ADSK Autodesk, Inc.
319.16
+1.42% 2.57K +24.54% 672.3K 261.87 0.11% Share
140 BSCS Invesco BulletS...
20.54
-0.05% 32.44K -76.35% 660.13K 21.2 0.11% Share
141 IBMN iShares iBonds ...
26.73
-0.19% 22.71K -2.36% 607.49K 26.44 0.10% Share
142 ICLN iShares Global ...
14.16
-1.6% 52.18K +21.29% 595.92K 17.85 0.10% Share
143 MMM 3M Company
154.25
-0.82% 4.02K 0.00% 590.53K 136.82 0.10% Share
144 MYCF SPDR SSGA My202...
25.04
-0.34% 22.68K +13.32% 568.87K 24.94 0.09% Share
145 MYMJ SPDR SSGA My203...
24.43
-0.27% 22.64K +23.35% 555.02K 24.61 0.09% Share
146 CVX Chevron Corpora...
161.81
+0.75% 3.26K -11.99% 545.37K 118.38 0.09% Share
147 SCHW The Charles Sch...
96.08
+0.25% 6.74K +34.18% 527.61K 74.11 0.09% Share
148 ORCL Oracle Corporat...
225.33
-0.35% 3.76K -4.52% 525.13K 95.68 0.09% Share
149 GE GE Aerospace
275.25
+0.02% 2.61K -1.88% 522.99K 52.95 0.08% Share
150 WMT Walmart Inc.
97.84
+0.89% 5.86K +0.53% 514.44K 34.29 0.08% Share