All Stocks Held By Executive Wealth Group LLC

As of 03/31/2024, we find all stocks held by Executive Wealth Group LLC to be as follows, presented in the table below with each row detailing each Executive Wealth Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Executive Wealth Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Executive Wealth Group LLC as of the latest filing.

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
ALIBABA GROUP HLDG LTD	4,755	+4,755	$346
BABA	4,755	+4,755	$346
INTERNATIONAL BUSINESS MACHS	1,500	+1,500	$280
IBM	1,500	+1,500	$280
PFIZER INC	10,218	+10,218	$277
PFE	10,218	+10,218	$277
AT&T INC	12,532	+12,532	$218
T	12,532	+12,532	$218
NVIDIA CORPORATION	250	+250	$212
NVDA	250	+250	$212
FORD MTR CO DEL	14,506	+14,506	$181
F	14,506	+14,506	$181
CUE HEALTH INC	42,240	+28,160	$8
HLTH	42,240	+28,160	$8

See Summary: Executive Wealth Group LLC Top Holdings
See Details: Top 10 Stocks Held By Executive Wealth Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
IEUR	+10,803	+$605
WMT	+8,400	+$505
UPS	+2,658	+$389
VZ	+9,381	+$389
SQ	+4,500	+$381
BABA	+4,755	+$346
IBM	+1,500	+$280
PFE	+10,218	+$277
T	+12,532	+$218
NVDA	+250	+$212

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
HLTH	-14,080	-$2

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
VEA	+427,875	+$21,039
VGK	+249,010	+$16,407
VFH	+214,905	+$21,711
VYM	+194,672	+$23,096
BA	+192,190	+$33,915
IXN	+189,704	+$14,223
VWO	+164,591	+$6,693
VTI	+123,303	+$31,762
FXI	+110,664	+$2,502
BND	+103,514	+$7,490

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
DIA	+1,271	+$504
COST	+1,793	+$1,354
META	+1,800	+$910
VAW	+2,386	+$465
QQQ	+3,225	+$1,436
AMGN	+4,270	+$1,248
VIG	+4,326	+$785
PM	+5,825	+$520
VOX	+6,648	+$877

Executive Wealth Group LLC Info

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

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