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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$55.8 Billion 11.61% of portfolio
276,131
Q1 2024 Added 228.96%
$0
$46.4 Billion 9.66% of portfolio
185,069
Q1 2024 Added 199.63%
$0
$37.9 Billion 7.9% of portfolio
143,595
Q1 2024 Added 199.21%
$0
$34 Billion 7.08% of portfolio
292,300
Q1 2024 Added 199.4%
$0
$31.6 Billion 6.58% of portfolio
322,226
Q1 2024 Added 200.25%
$3.27T
$31.5 Billion 6.57% of portfolio
76,818
Q1 2024 Added 199.84%
$0
$31.2 Billion 6.5% of portfolio
640,431
Q1 2024 Added 201.3%
$0
$27.8 Billion 5.79% of portfolio
54,351
Q1 2024 Added 199.72%
$0
$24.4 Billion 5.09% of portfolio
373,496
Q1 2024 Added 200.03%
$0
$20.7 Billion 4.31% of portfolio
284,556
Q1 2024 Added 200.0%
$0
$11.3 Billion 2.35% of portfolio
155,215
Q1 2024 Added 200.22%
$0
$11 Billion 2.29% of portfolio
65,232
Q1 2024 Added 200.15%
$0
$10.1 Billion 2.1% of portfolio
246,869
Q1 2024 Added 200.04%
$0
$9.9 Billion 2.06% of portfolio
122,947
Q1 2024 Added 200.2%
$0
$9.05 Billion 1.88% of portfolio
29,330
Q1 2024 Added 200.14%
$0
$9.01 Billion 1.88% of portfolio
141,287
Q1 2024 Added 199.99%
$105B
$7.26 Billion 1.51% of portfolio
78,012
Q1 2024 Added 200.83%
$2.31T
$5.36 Billion 1.12% of portfolio
31,380
Q1 2024 Added 200.0%
$4.16T
$4.98 Billion 1.04% of portfolio
27,821
Q1 2024 Added 200.02%
$0
$4.62 Billion 0.96% of portfolio
59,745
Q1 2024 Added 200.0%
$0
$3.83 Billion 0.8% of portfolio
166,089
Q1 2024 Added 199.66%
$1.66B
$3.68 Billion 0.77% of portfolio
108,642
Q1 2024 Added 200.0%
$169B
$2.97 Billion 0.62% of portfolio
30,191
Q1 2024 Added 201.76%
$0
$2.85 Billion 0.59% of portfolio
26,428
Q1 2024 Added 200.63%
$0
$2.76 Billion 0.57% of portfolio
46,993
Q1 2024 Added 200.16%
$0
$2.64 Billion 0.55% of portfolio
45,295
Q1 2024 Added 200.96%
$0
$2.43 Billion 0.51% of portfolio
32,900
Q1 2024 Added 200.37%
$94.3B
$2.38 Billion 0.5% of portfolio
57,378
Q1 2024 Added 207.03%
$0
$2.09 Billion 0.44% of portfolio
4,833
Q1 2024 Added 200.56%
$423B
$1.94 Billion 0.4% of portfolio
2,687
Q1 2024 Added 200.56%
$141B
$1.86 Billion 0.39% of portfolio
6,405
Q1 2024 Added 200.0%
$0
$1.83 Billion 0.38% of portfolio
25,200
Q1 2024 Added 200.0%
$8.5B
$1.62 Billion 0.34% of portfolio
41,913
Q1 2024 Added 200.0%
$0
$1.53 Billion 0.32% of portfolio
18,403
Q1 2024 Added 201.29%
$217B
$1.35 Billion 0.28% of portfolio
15,153
Q1 2024 Added 202.03%
$0
$1.27 Billion 0.26% of portfolio
9,968
Q1 2024 Added 200.24%
$1.36T
$1.23 Billion 0.26% of portfolio
2,700
Q1 2024 Added 200.0%
$0
$1.15 Billion 0.24% of portfolio
6,489
Q1 2024 Added 200.0%
$0
$1.08 Billion 0.23% of portfolio
46,810
Q1 2024 Added 200.49%
$23.4B
$969 Million 0.2% of portfolio
13,539
Q1 2024 Added 200.0%
$189B
$788 Million 0.16% of portfolio
8,679
Q1 2024 Added 204.1%
$83.9B
$762 Million 0.16% of portfolio
17,545
Q1 2024 Added 200.12%
$0
$742 Million 0.15% of portfolio
1,903
Q1 2024 Added 201.11%
$0
$691 Million 0.14% of portfolio
3,577
Q1 2024 Added 200.34%
$0
$605 Million 0.13% of portfolio
10,803
Q1 2024 New
$252B
$626 Million 0.13% of portfolio
8,400
Q1 2024 New
$168B
$389 Million 0.08% of portfolio
9,381
Q1 2024 New
$92.2B
$389 Million 0.08% of portfolio
2,658
Q1 2024 New
$48.4B
$344 Million 0.07% of portfolio
4,500
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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