EW

EXECUTIVE WEALTH GROUP LLC

13F
EXECUTIVE WEALTH GROUP LLC
Last update 2024-04-11 57 Stocks (11 new)
Value $480.00 Mil Turnover 67 %
Countries:
Top Holdings: BA(11.61%)VTI(9.66%)VHT(7.90%)VYM(7.08%)VFH(6.58%)
Summary Stock Picks Current Portfolio
EXECUTIVE WEALTH GROUP LLC Top Holdings of 2024-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BA
Boeing Co
276,131
55,794.8
+228.96%
11.610
+8.08%
0.050
+31.21%
+30.66%
174,378.8
Aerospace & Defense
VTI
Vanguard Total Stock Market ETF
185,069
46,413.5
+199.63%
9.660
+6.44%
-
+16.45%
+8.47%
478,263.0
 
VHT
Vanguard Health Care ETF
143,595
37,934.1
+199.21%
7.900
+5.26%
-
+0.27%
-0.67%
15,463.1
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
292,300
33,994.1
+199.40%
7.080
+4.72%
-
+10.99%
+8.07%
59,515.8
 
VFH
Vanguard Financials ETF
322,226
31,611.6
+200.25%
6.580
+4.39%
-
+12.27%
+10.48%
12,078.3
 
MSFT
Microsoft Corp
76,818
31,544.5
+199.84%
6.570
+4.38%
0.000
+32.15%
+21.67%
3,797,138.0
Software
VEA
Vanguard FTSE Developed Markets ETF
640,431
31,219.7
+201.30%
6.500
+4.34%
-
+11.93%
+23.01%
162,442.1
 
VGT
Vanguard Information Technology ETF
54,351
27,829.0
+199.72%
5.790
+3.86%
-
+27.76%
+10.77%
85,761.7
 
VGK
Vanguard FTSE Europe ETF
373,496
24,433.8
+200.03%
5.090
+3.39%
-
+10.82%
+26.33%
25,852.7
 
IXN
iShares Global Tech ETF
284,556
20,690.1
+200.00%
4.310
+2.87%
-
+26.55%
+12.72%
5,682.7
 

EXECUTIVE WEALTH GROUP LLC's Historical Top Holdings Breakdowns

EXECUTIVE WEALTH GROUP LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BA
Boeing Co
2024-03-31
Add
Add
+8.08%
●
179.84 ($205.48) 251.76
$231.27
12.55%
Add 228.96%
276,131
192,190
VTI
Vanguard Total Stock Market ETF
2024-03-31
Add
Add
+6.44%
●
232.77 ($247.4) 260.14
$312.30
26.23%
Add 199.63%
185,069
123,303
VHT
Vanguard Health Care ETF
2024-03-31
Add
Add
+5.26%
●
253.63 ($262.71) 270.54
$250.14
-4.78%
Add 199.21%
143,595
95,603
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2024-03-31
Add
Add
+4.72%
●
109.98 ($114.57) 120.99
$136.08
18.77%
Add 199.4%
292,300
194,672
VFH
Vanguard Financials ETF
2024-03-31
Add
Add
+4.39%
●
90.62 ($95.95) 102.39
$129.41
34.87%
Add 200.25%
322,226
214,905
MSFT
Microsoft Corp
2024-03-31
Add
Add
+4.38%
●
367.75 ($404.82) 429.37
$510.88
26.20%
Add 199.84%
76,818
51,198
VEA
Vanguard FTSE Developed Markets ETF
2024-03-31
Add
Add
+4.34%
●
46.21 ($48.29) 50.27
$58.09
20.29%
Add 201.3%
640,431
427,875
VGT
Vanguard Information Technology ETF
2024-03-31
Add
Add
+3.86%
●
462.18 ($507.07) 530.16
$687.13
35.51%
Add 199.72%
54,351
36,217
VGK
Vanguard FTSE Europe ETF
2024-03-31
Add
Add
+3.39%
●
61.92 ($64.77) 67.62
$78.70
21.51%
Add 200.03%
373,496
249,010
IXN
iShares Global Tech ETF
2024-03-31
Add
Add
+2.87%
●
65.15 ($71.82) 75.6
$95.35
32.76%
Add 200%
284,556
189,704

EXECUTIVE WEALTH GROUP LLC Total Holding History ($B)

To

EXECUTIVE WEALTH GROUP LLC's Asset Allocation

To

EXECUTIVE WEALTH GROUP LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EXECUTIVE WEALTH GROUP LLC's Hypothetical Growth since 2024-03-31

EXECUTIVE WEALTH GROUP LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EXECUTIVE WEALTH GROUP LLC's Holdings Heat Map

Size field:

EXECUTIVE WEALTH GROUP LLC's Holdings Bubble Chart

EXECUTIVE WEALTH GROUP LLC News

  • 1

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