Executive Wealth Group
Latest statistics and disclosures from Executive Wealth Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BA, VTI, VHT, VYM, VFH, and represent 42.83% of Executive Wealth Group's stock portfolio.
- Added to shares of these 10 stocks: BA (+$39M), VTI (+$31M), VHT (+$25M), VYM (+$23M), VFH (+$21M), MSFT (+$21M), VEA (+$21M), VGT (+$19M), VGK (+$16M), IXN (+$14M).
- Started 11 new stock positions in IBM, F, NVDA, IEUR, UPS, PFE, VZ, T, SQ, WMT. BABA.
- Executive Wealth Group was a net buyer of stock by $323M.
- Executive Wealth Group has $480M in assets under management (AUM), dropping by 205.52%.
- Central Index Key (CIK): 0002014165
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Portfolio Holdings for Executive Wealth Group
Executive Wealth Group holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Boeing Company (BA) | 11.6 | $56M | +228% | 276k | 202.06 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 9.7 | $46M | +199% | 185k | 250.79 |
|
| Vanguard World Health Car Etf (VHT) | 7.9 | $38M | +199% | 144k | 264.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 7.1 | $34M | +199% | 292k | 116.30 |
|
| Vanguard World Financials Etf (VFH) | 6.6 | $32M | +200% | 322k | 98.10 |
|
| Microsoft Corporation (MSFT) | 6.6 | $32M | +199% | 77k | 410.64 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.5 | $31M | +201% | 640k | 48.75 |
|
| Vanguard World Inf Tech Etf (VGT) | 5.8 | $28M | +199% | 54k | 512.02 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 5.1 | $24M | +200% | 374k | 65.42 |
|
| Ishares Tr Global Tech Etf (IXN) | 4.3 | $21M | +200% | 285k | 72.71 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.4 | $11M | +200% | 155k | 72.76 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.3 | $11M | +200% | 65k | 168.53 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.1 | $10M | +200% | 247k | 40.81 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.1 | $9.9M | +200% | 123k | 80.51 |
|
| Vanguard World Consum Dis Etf (VCR) | 1.9 | $9.1M | +200% | 29k | 308.58 |
|
| Spdr Index Shs Fds S&p China Etf (GXC) | 1.9 | $9.0M | +199% | 141k | 63.79 |
|
| Visa Com Cl A (V) | 1.7 | $8.1M | +200% | 29k | 278.34 |
|
| Starbucks Corporation (SBUX) | 1.5 | $7.3M | +200% | 78k | 93.11 |
|
| Amazon (AMZN) | 1.1 | $5.4M | +200% | 31k | 170.78 |
|
| Apple (AAPL) | 1.0 | $5.0M | +200% | 28k | 178.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.0 | $4.6M | +200% | 60k | 77.37 |
|
| Ishares Tr China Lg-cap Etf (FXI) | 0.8 | $3.8M | +199% | 166k | 23.08 |
|
| Adient Ord Shs (ADNT) | 0.8 | $3.7M | +200% | 109k | 33.86 |
|
| Rbc Cad (RY) | 0.6 | $3.0M | +201% | 30k | 98.53 |
|
| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.9M | +200% | 26k | 108.01 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $2.8M | +200% | 47k | 58.63 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $2.6M | +200% | 45k | 58.23 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.5 | $2.4M | +200% | 33k | 73.81 |
|
| Altria (MO) | 0.5 | $2.4M | +207% | 57k | 41.55 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $2.1M | +200% | 4.8k | 433.25 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.9M | +200% | 2.7k | 723.66 |
|
| Amgen (AMGN) | 0.4 | $1.9M | +200% | 6.4k | 290.86 |
|
| Proshares Tr Pshs Ult S&p 500 (SSO) | 0.4 | $1.8M | +200% | 25k | 72.50 |
|
| Alaska Air (ALK) | 0.3 | $1.6M | +200% | 42k | 38.74 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.3 | $1.5M | +201% | 18k | 83.16 |
|
| Morgan Stanley Com New (MS) | 0.3 | $1.4M | +202% | 15k | 89.16 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.3 | $1.3M | +200% | 10k | 127.16 |
|
| Meta Platforms Cl A (META) | 0.3 | $1.2M | +200% | 2.7k | 455.28 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | +200% | 6.5k | 177.86 |
|
| Proshares Tr Shrt 20+yr Tre (TBF) | 0.2 | $1.1M | +200% | 47k | 23.14 |
|
| Ameren Corporation (AEE) | 0.2 | $969k | +200% | 14k | 71.57 |
|
| Philip Morris International (PM) | 0.2 | $788k | +204% | 8.7k | 90.80 |
|
| Intel Corporation (INTC) | 0.2 | $762k | +200% | 18k | 43.43 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $742k | +201% | 1.9k | 389.73 |
|
| Vanguard World Materials Etf (VAW) | 0.1 | $691k | +200% | 3.6k | 193.23 |
|
| Wal-Mart Stores (WMT) | 0.1 | $626k | NEW | 8.4k | 74.51 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $605k | NEW | 11k | 56.01 |
|
| United Parcel Service CL B (UPS) | 0.1 | $389k | NEW | 2.7k | 146.26 |
|
| Verizon Communications (VZ) | 0.1 | $389k | NEW | 9.4k | 41.44 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $346k | NEW | 4.8k | 72.84 |
|
| Block Cl A (SQ) | 0.1 | $344k | NEW | 4.5k | 76.35 |
|
| International Business Machines (IBM) | 0.1 | $280k | NEW | 1.5k | 186.55 |
|
| Pfizer (PFE) | 0.1 | $277k | NEW | 10k | 27.13 |
|
| At&t (T) | 0.0 | $218k | NEW | 13k | 17.41 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $212k | NEW | 250.00 | 847.36 |
|
| Ford Motor Company (F) | 0.0 | $181k | NEW | 15k | 12.48 |
|
| Cue Health (HLTHQ) | 0.0 | $10k | +200% | 42k | 0.24 |
|
Past Filings by Executive Wealth Group
SEC 13F filings are viewable for Executive Wealth Group going back to 2023
- Executive Wealth Group 2024 Q1 filed April 11, 2024
- Executive Wealth Group 2017 Q4 filed March 12, 2024
- Executive Wealth Group 2018 Q1 filed March 12, 2024
- Executive Wealth Group 2018 Q2 filed March 12, 2024
- Executive Wealth Group 2018 Q3 filed March 12, 2024
- Executive Wealth Group 2018 Q4 filed March 12, 2024
- Executive Wealth Group 2019 Q1 filed March 12, 2024
- Executive Wealth Group 2019 Q2 filed March 12, 2024
- Executive Wealth Group 2019 Q3 filed March 12, 2024
- Executive Wealth Group 2019 Q4 filed March 12, 2024
- Executive Wealth Group 2020 Q1 filed March 12, 2024
- Executive Wealth Group 2020 Q2 filed March 12, 2024
- Executive Wealth Group 2020 Q3 filed March 12, 2024
- Executive Wealth Group 2020 Q4 filed March 12, 2024
- Executive Wealth Group 2021 Q1 filed March 12, 2024
- Executive Wealth Group 2021 Q2 filed March 12, 2024