Executive Wealth Group LLC Top Holdings and 13F Report (2024) → Did You Get Your Free Bitcoin Yet? (From Crypto Swap Profits) (Ad) About Executive Wealth Group LLCInvestment ActivityExecutive Wealth Group LLC has $480.43 million in total holdings as of March 31, 2024.Executive Wealth Group LLC owns shares of 57 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 67.28% of the portfolio was purchased this quarter.This quarter, Executive Wealth Group LLC has purchased 46 new stocks and bought additional shares in 46 stocks.Executive Wealth Group LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Boeing $55,794,852Vanguard Total Stock Market ETF $46,413,517Vanguard Health Care ETF $37,934,059Vanguard High Dividend Yield ETF $33,994,099Vanguard Financials ETF $31,611,581 Largest New Holdings this Quarter Walmart $625,908 HoldingiShares Core MSCI Europe ETF $605,113 HoldingUnited Parcel Service $388,767 HoldingVerizon Communications $388,735 HoldingAlibaba Group $346,356 Holding Largest Purchases this Quarter Boeing 192,190 shares (about $38.83M)Vanguard Total Stock Market ETF 123,303 shares (about $30.92M)Vanguard Health Care ETF 95,603 shares (about $25.26M)Vanguard High Dividend Yield ETF 194,672 shares (about $22.64M)Vanguard Financials ETF 214,905 shares (about $21.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofExecutive Wealth Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBABoeing$55,794,852$38,833,788 ▲229.0%276,13111.6%AerospaceVTIVanguard Total Stock Market ETF$46,413,517$30,923,201 ▲199.6%185,0699.7%ETFVHTVanguard Health Care ETF$37,934,059$25,255,823 ▲199.2%143,5957.9%ETFVYMVanguard High Dividend Yield ETF$33,994,099$22,640,093 ▲199.4%292,3007.1%ETFVFHVanguard Financials ETF$31,611,581$21,082,988 ▲200.2%322,2266.6%ETFMSFTMicrosoft$31,544,495$21,023,914 ▲199.8%76,8186.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$31,219,722$20,858,045 ▲201.3%640,4316.5%ETFVGTVanguard Information Technology ETF$27,829,022$18,543,977 ▲199.7%54,3515.8%ETFVGKVanguard FTSE Europe ETF$24,433,799$16,290,028 ▲200.0%373,4965.1%ETFIXNiShares Global Tech ETF$20,690,063$13,793,375 ▲200.0%284,5564.3%ETFBNDVanguard Total Bond Market ETF$11,293,423$7,531,665 ▲200.2%155,2152.4%ETFVXFVanguard Extended Market ETF$10,993,617$7,330,932 ▲200.2%65,2322.3%ETFVWOVanguard FTSE Emerging Markets ETF$10,074,725$6,716,959 ▲200.0%246,8692.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$9,898,858$6,601,439 ▲200.2%122,9472.1%ETFVCRVanguard Consumer Discretionary ETF$9,050,665$6,035,217 ▲200.1%29,3301.9%ETFGXCSPDR S&P China ETF$9,012,645$6,008,345 ▲200.0%141,2871.9%ETFVVisa$8,072,067$5,383,048 ▲200.2%29,0011.7%Business ServicesSBUXStarbucks$7,263,443$4,848,999 ▲200.8%78,0121.5%Retail/WholesaleAMZNAmazon.com$5,359,077$3,572,718 ▲200.0%31,3801.1%Retail/WholesaleAAPLApple$4,976,540$3,317,813 ▲200.0%27,8211.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$4,622,611$3,081,741 ▲200.0%59,7451.0%FinanceFXIiShares China Large-Cap ETF$3,833,702$2,554,370 ▲199.7%166,0890.8%ETFADNTAdient$3,678,256$2,452,171 ▲200.0%108,6420.8%Auto/Tires/TrucksRYRoyal Bank of Canada$2,974,572$1,988,828 ▲201.8%30,1910.6%FinanceMUBiShares National Muni Bond ETF$2,854,442$1,904,941 ▲200.6%26,4280.6%ETFVXUSVanguard Total International Stock ETF$2,755,331$1,837,376 ▲200.2%46,9930.6%ETFVGSHVanguard Short-Term Treasury Index ETF$2,637,481$1,761,135 ▲201.0%45,2950.5%ETFVPLVanguard FTSE Pacific ETF$2,428,324$1,619,891 ▲200.4%32,9000.5%ETFMOAltria Group$2,384,096$1,607,597 ▲207.0%57,3780.5%Consumer StaplesQQQInvesco QQQ$2,093,894$1,397,229 ▲200.6%4,8330.4%FinanceCOSTCostco Wholesale$1,944,486$1,297,530 ▲200.6%2,6870.4%Retail/WholesaleAMGNAmgen$1,862,934$1,241,956 ▲200.0%6,4050.4%MedicalSSOProShares Ultra S&P500$1,827,000$1,218,000 ▲200.0%25,2000.4%ETFALKAlaska Air Group$1,623,570$1,082,380 ▲200.0%41,9130.3%TransportationDHSWisdomTree U.S. High Dividend Fund$1,530,433$1,022,479 ▲201.3%18,4030.3%FinanceMSMorgan Stanley$1,351,003$903,700 ▲202.0%15,1530.3%FinanceVOXVanguard Communication Services ETF$1,267,532$845,360 ▲200.2%9,9680.3%ETFMETAMeta Platforms$1,229,265$819,510 ▲200.0%2,7000.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,154,128$769,419 ▲200.0%6,4890.2%ETFTBFProShares Short 20+ Year Treasury$1,083,187$722,711 ▲200.5%46,8100.2%ETFAEEAmeren$969,030$646,020 ▲200.0%13,5390.2%UtilitiesPMPhilip Morris International$788,070$528,921 ▲204.1%8,6790.2%Consumer StaplesINTCIntel$762,036$508,125 ▲200.1%17,5450.2%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$741,651$495,343 ▲201.1%1,9030.2%FinanceVAWVanguard Materials ETF$691,186$461,048 ▲200.3%3,5770.1%ETFWMTWalmart$625,908$625,908 ▲New Holding8,4000.1%Retail/WholesaleIEURiShares Core MSCI Europe ETF$605,113$605,113 ▲New Holding10,8030.1%ETFUPSUnited Parcel Service$388,767$388,767 ▲New Holding2,6580.1%TransportationVZVerizon Communications$388,735$388,735 ▲New Holding9,3810.1%Computer and TechnologyBABAAlibaba Group$346,356$346,356 ▲New Holding4,7550.1%Retail/WholesaleSQBlock$343,590$343,590 ▲New Holding4,5000.1%Business ServicesIBMInternational Business Machines$279,825$279,825 ▲New Holding1,5000.1%Computer and TechnologyPFEPfizer$277,214$277,214 ▲New Holding10,2180.1%MedicalTAT&T$218,137$218,137 ▲New Holding12,5320.0%Computer and TechnologyNVDANVIDIA$211,840$211,840 ▲New Holding2500.0%Computer and TechnologyFFord Motor$181,098$181,098 ▲New Holding14,5060.0%Auto/Tires/TrucksHLTHCue Health$10,288$6,859 ▲200.0%42,2400.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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