EW
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EXECUTIVE WEALTH GROUP LLC13F | |
EXECUTIVE WEALTH GROUP LLC | |
Last update 2024-04-11 | 57 Stocks (11 new) |
Value $480.00 Mil | Turnover 67 % |
EXECUTIVE WEALTH GROUP LLC Top Holdings of 2024-03-31
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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 | +35.68% | +32.14% | 176,346.8 | Aerospace & Defense | |
VTI | Vanguard Total Stock Market ETF | 185,069 | 46,413.5 | +199.63% | 9.660 | +6.44% | - | +18.95% | +8.50% | 478,431.4 | ||
VHT | Vanguard Health Care ETF | 143,595 | 37,934.1 | +199.21% | 7.900 | +5.26% | - | +2.23% | -0.17% | 15,541.0 | ||
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 292,300 | 33,994.1 | +199.40% | 7.080 | +4.72% | - | +12.89% | +8.53% | 59,769.5 | ||
VFH | Vanguard Financials ETF | 322,226 | 31,611.6 | +200.25% | 6.580 | +4.39% | - | +13.90% | +10.65% | 12,097.0 | ||
MSFT | Microsoft Corp | 76,818 | 31,544.5 | +199.84% | 6.570 | +4.38% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
VEA | Vanguard FTSE Developed Markets ETF | 640,431 | 31,219.7 | +201.30% | 6.500 | +4.34% | - | +14.16% | +23.88% | 163,588.6 | ||
VGT | Vanguard Information Technology ETF | 54,351 | 27,829.0 | +199.72% | 5.790 | +3.86% | - | +32.19% | +10.45% | 85,519.5 | ||
VGK | Vanguard FTSE Europe ETF | 373,496 | 24,433.8 | +200.03% | 5.090 | +3.39% | - | +13.51% | +27.73% | 26,138.5 | ||
IXN | iShares Global Tech ETF | 284,556 | 20,690.1 | +200.00% | 4.310 | +2.87% | - | +30.09% | +12.17% | 5,654.7 |
EXECUTIVE WEALTH GROUP LLC's Historical Top Holdings Breakdowns
EXECUTIVE WEALTH GROUP LLC's Top Stock Picks
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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 | $233.88 | 13.82% | 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 | $312.41 | 26.28% | 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 | $251.40 | -4.31% | 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 | $136.66 | 19.28% | Add 199.4% | 292,300 | 194,672 | |
VFH | Vanguard Financials ETF | 2024-03-31 | Add Add | +4.39% | 90.62 ($95.95) 102.39 | $129.61 | 35.08% | Add 200.25% | 322,226 | 214,905 | |
MSFT | Microsoft Corp | 2024-03-31 | Add Add | +4.38% | 367.75 ($404.82) 429.37 | $505.87 | 24.96% | 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 | $58.50 | 21.14% | 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 | $685.19 | 35.13% | 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 | $79.57 | 22.85% | 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 | $94.88 | 32.11% | Add 200% | 284,556 | 189,704 |
EXECUTIVE WEALTH GROUP LLC Total Holding History ($B)
EXECUTIVE WEALTH GROUP LLC's Asset Allocation
EXECUTIVE WEALTH GROUP LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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EXECUTIVE WEALTH GROUP LLC's Hypothetical Growth since 2024-03-31
EXECUTIVE WEALTH GROUP LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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EXECUTIVE WEALTH GROUP LLC's Holdings Heat Map
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EXECUTIVE WEALTH GROUP LLC's Holdings Bubble Chart
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