Executive Wealth Group LLC Portfolio Holdings

Executive Wealth Group LLC

  • $480 Billion
  • Q1 2024

Executive Wealth Group LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $480 Billion distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Boeing CO with a value of $55.8B, Vanguard Total Stock Market Et with a value of $46.4B, Vanguard Health Care ETF with a value of $37.9B, Vanguard Whitehall Fds (Vangua with a value of $34B, and Vanguard Financial ETF with a value of $31.6B.

Examining the 13F form we can see an increase of $323B in the current position value, from $157B to 480B.

Executive Wealth Group LLC is based out at Kirkland, WA

Below you can find more details about Executive Wealth Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $480 Billion
ETFs: $345 Billion
Industrials: $57.8 Billion
Technology: $38.1 Billion
Consumer Cyclical: $16.8 Billion
Financial Services: $12.4 Billion
Consumer Defensive: $5.74 Billion
Healthcare: $2.15 Billion
Communication Services: $1.84 Billion
Other: $969 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89B
$55.8 Billion 11.61% of portfolio
276,131
Q1 2024 Added 228.96%
$111B
$7.26 Billion 1.51% of portfolio
78,012
Q1 2024 Added 200.83%
$168B
$2.97 Billion 0.62% of portfolio
30,191
Q1 2024 Added 201.76%
$97.6B
$2.38 Billion 0.5% of portfolio
57,378
Q1 2024 Added 207.03%
$171B
$1.86 Billion 0.39% of portfolio
6,405
Q1 2024 Added 200.0%
$197B
$1.35 Billion 0.28% of portfolio
15,153
Q1 2024 Added 202.03%
$22.5B
$969 Million 0.2% of portfolio
13,539
Q1 2024 Added 200.0%
$88.4B
$762 Million 0.16% of portfolio
17,545
Q1 2024 Added 200.12%
$177B
$389 Million 0.08% of portfolio
9,381
Q1 2024 New
$97.8B
$389 Million 0.08% of portfolio
2,658
Q1 2024 New
$38.3B
$344 Million 0.07% of portfolio
4,500
Q1 2024 New
$159B
$277 Million 0.06% of portfolio
10,218
Q1 2024 New
$185B
$280 Million 0.06% of portfolio
1,500
Q1 2024 New
$161B
$218 Million 0.05% of portfolio
12,532
Q1 2024 New
$40.6B
$181 Million 0.04% of portfolio
14,506
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $480 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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