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
+41.66%
+29.57%
172,923.6
Aerospace & Defense
VTI
Vanguard Total Stock Market ETF
185,069
46,413.5
+199.63%
9.660
+6.44%
-
+19.82%
+7.35%
476,615.2
 
VHT
Vanguard Health Care ETF
143,595
37,934.1
+199.21%
7.900
+5.26%
-
-0.75%
-3.37%
14,687.9
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
292,300
33,994.1
+199.40%
7.080
+4.72%
-
+12.20%
+6.97%
58,807.4
 
VFH
Vanguard Financials ETF
322,226
31,611.6
+200.25%
6.580
+4.39%
-
+15.55%
+9.68%
12,105.5
 
MSFT
Microsoft Corp
76,818
31,544.5
+199.84%
6.570
+4.38%
0.000
+38.94%
+21.47%
3,790,969.0
Software
VEA
Vanguard FTSE Developed Markets ETF
640,431
31,219.7
+201.30%
6.500
+4.34%
-
+12.49%
+19.94%
157,607.2
 
VGT
Vanguard Information Technology ETF
54,351
27,829.0
+199.72%
5.790
+3.86%
-
+35.75%
+10.51%
87,513.6
 
VGK
Vanguard FTSE Europe ETF
373,496
24,433.8
+200.03%
5.090
+3.39%
-
+11.98%
+23.87%
25,108.9
 
IXN
iShares Global Tech ETF
284,556
20,690.1
+200.00%
4.310
+2.87%
-
+34.43%
+12.51%
5,705.5
 

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
$229.34
11.61%
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
$309.09
24.94%
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
$243.33
-7.38%
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
$134.69
17.56%
Add 199.4%
292,300
194,672
VFH
Vanguard Financials ETF
2024-03-31
Add
Add
+4.39%
●
90.62 ($95.95) 102.39
$128.47
33.89%
Add 200.25%
322,226
214,905
MSFT
Microsoft Corp
2024-03-31
Add
Add
+4.38%
●
367.75 ($404.82) 429.37
$510.05
25.99%
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
$56.64
17.29%
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
$685.53
35.19%
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
$77.17
19.14%
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
$95.17
32.51%
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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