Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
BOEING CO | 276,131 | +192,190 | $55,795 |
BA | 276,131 | +192,190 | $55,795 |
VANGUARD INDEX FDS (VTI) | 185,069 | +123,303 | $46,414 |
VTI | 185,069 | +123,303 | $46,414 |
VANGUARD WORLD FD (VHT) | 143,595 | +95,603 | $37,934 |
VHT | 143,595 | +95,603 | $37,934 |
VANGUARD WHITEHALL FDS (VYM) | 292,300 | +194,672 | $33,994 |
VYM | 292,300 | +194,672 | $33,994 |
VANGUARD WORLD FD (VFH) | 322,226 | +214,905 | $31,612 |
VFH | 322,226 | +214,905 | $31,612 |
MICROSOFT CORP | 76,818 | +51,198 | $31,544 |
MSFT | 76,818 | +51,198 | $31,544 |
VANGUARD TAX MANAGED FDS (VEA) | 640,431 | +427,875 | $31,220 |
VEA | 640,431 | +427,875 | $31,220 |
VANGUARD WORLD FD (VGT) | 54,351 | +36,217 | $27,829 |
VGT | 54,351 | +36,217 | $27,829 |
VANGUARD INTL EQUITY INDEX F (VGK) | 373,496 | +249,010 | $24,434 |
VGK | 373,496 | +249,010 | $24,434 |
ISHARES TR (IXN) | 284,556 | +189,704 | $20,690 |
IXN | 284,556 | +189,704 | $20,690 |
VANGUARD BD INDEX FDS (BND) | 155,215 | +103,514 | $11,293 |
BND | 155,215 | +103,514 | $11,293 |
VANGUARD INDEX FDS (VXF) | 65,232 | +43,499 | $10,994 |
VXF | 65,232 | +43,499 | $10,994 |
VANGUARD INTL EQUITY INDEX F (VWO) | 246,869 | +164,591 | $10,075 |
VWO | 246,869 | +164,591 | $10,075 |
VANGUARD SCOTTSDALE FDS (VCIT) | 122,947 | +81,992 | $9,899 |
VCIT | 122,947 | +81,992 | $9,899 |
VANGUARD WORLD FD (VCR) | 29,330 | +19,558 | $9,051 |
VCR | 29,330 | +19,558 | $9,051 |
SPDR INDEX SHS FDS (GXC) | 141,287 | +94,190 | $9,013 |
GXC | 141,287 | +94,190 | $9,013 |
VISA INC | 29,001 | +19,340 | $8,072 |
V | 29,001 | +19,340 | $8,072 |
STARBUCKS CORP | 78,012 | +52,080 | $7,263 |
SBUX | 78,012 | +52,080 | $7,263 |
AMAZON COM INC | 31,380 | +20,920 | $5,359 |
AMZN | 31,380 | +20,920 | $5,359 |
APPLE INC | 27,821 | +18,548 | $4,977 |
AAPL | 27,821 | +18,548 | $4,977 |
ISHARES TR (EFA) | 59,745 | +39,830 | $4,623 |
EFA | 59,745 | +39,830 | $4,623 |
ISHARES TR (FXI) | 166,089 | +110,664 | $3,834 |
FXI | 166,089 | +110,664 | $3,834 |
ADIENT PLC | 108,642 | +72,428 | $3,678 |
ADNT | 108,642 | +72,428 | $3,678 |
ROYAL BK CDA | 30,191 | +20,186 | $2,975 |
RY | 30,191 | +20,186 | $2,975 |
ISHARES TR (MUB) | 26,428 | +17,637 | $2,854 |
MUB | 26,428 | +17,637 | $2,854 |
VANGUARD STAR FDS (VXUS) | 46,993 | +31,337 | $2,755 |
VXUS | 46,993 | +31,337 | $2,755 |
VANGUARD SCOTTSDALE FDS (VGSH) | 45,295 | +30,245 | $2,637 |
VGSH | 45,295 | +30,245 | $2,637 |
VANGUARD INTL EQUITY INDEX F (VPL) | 32,900 | +21,947 | $2,428 |
VPL | 32,900 | +21,947 | $2,428 |
ALTRIA GROUP INC | 57,378 | +38,690 | $2,384 |
MO | 57,378 | +38,690 | $2,384 |
INVESCO QQQ TR | 4,833 | +3,225 | $2,094 |
QQQ | 4,833 | +3,225 | $2,094 |
COSTCO WHSL CORP NEW | 2,687 | +1,793 | $1,944 |
COST | 2,687 | +1,793 | $1,944 |
AMGEN INC | 6,405 | +4,270 | $1,863 |
AMGN | 6,405 | +4,270 | $1,863 |
PROSHARES TR (SSO) | 25,200 | +16,800 | $1,827 |
SSO | 25,200 | +16,800 | $1,827 |
ALASKA AIR GROUP INC | 41,913 | +27,942 | $1,802 |
ALK | 41,913 | +27,942 | $1,802 |
WISDOMTREE TR | 18,403 | +12,295 | $1,530 |
DHS | 18,403 | +12,295 | $1,530 |
MORGAN STANLEY | 15,153 | +10,136 | $1,351 |
MS | 15,153 | +10,136 | $1,351 |
VANGUARD WORLD FD (VOX) | 9,968 | +6,648 | $1,268 |
VOX | 9,968 | +6,648 | $1,268 |
META PLATFORMS INC | 2,700 | +1,800 | $1,229 |
META | 2,700 | +1,800 | $1,229 |
VANGUARD SPECIALIZED FUNDS (VIG) | 6,489 | +4,326 | $1,154 |
VIG | 6,489 | +4,326 | $1,154 |
PROSHARES TR (TBF) | 46,810 | +31,232 | $1,083 |
TBF | 46,810 | +31,232 | $1,083 |
AMEREN CORP | 13,539 | +9,026 | $969 |
AEE | 13,539 | +9,026 | $969 |
PHILIP MORRIS INTL INC | 8,679 | +5,825 | $788 |
PM | 8,679 | +5,825 | $788 |
INTEL CORP | 17,545 | +11,699 | $762 |
INTC | 17,545 | +11,699 | $762 |
SPDR DOW JONES INDL AVERAGE (DIA) | 1,903 | +1,271 | $742 |
DIA | 1,903 | +1,271 | $742 |
VANGUARD WORLD FD (VAW) | 3,577 | +2,386 | $691 |
VAW | 3,577 | +2,386 | $691 |
ISHARES TR (IEUR) | 10,803 | +10,803 | $605 |
IEUR | 10,803 | +10,803 | $605 |
WALMART INC | 8,400 | +8,400 | $505 |
WMT | 8,400 | +8,400 | $505 |
UNITED PARCEL SERVICE INC | 2,658 | +2,658 | $389 |
UPS | 2,658 | +2,658 | $389 |
VERIZON COMMUNICATIONS INC | 9,381 | +9,381 | $389 |
VZ | 9,381 | +9,381 | $389 |
BLOCK INC | 4,500 | +4,500 | $381 |
SQ | 4,500 | +4,500 | $381 |
See Full List: All Stocks Held By Executive Wealth Group LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Executive Wealth Group LLC
Size ($ in 1000's)
At 03/31/2024: $480,518 At 12/31/2023: $157,245 Executive Wealth Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Executive Wealth Group LLC 13F filings. Link to 13F filings: SEC filings |