StockDriftsStockDriftsTop 50 Executive Wealth Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | 11.61% | 276.1K | $55.8M | +228.96%(+192.19K) | — | 2024-03-31 | |
| VTI | VANGUARD INDEX FDS | 9.66% | 185.1K | $46.4M | +199.63%(+123.30K) | — | 2024-03-31 | |
| VHT | VANGUARD WORLD FD | 7.9% | 143.6K | $37.9M | +199.21%(+95.60K) | — | 2024-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 7.08% | 292.3K | $34.0M | +199.40%(+194.67K) | — | 2024-03-31 | |
| VFH | VANGUARD WORLD FD | 6.58% | 322.2K | $31.6M | +200.25%(+214.91K) | — | 2024-03-31 | |
| MSFT | MICROSOFT CORP | 6.57% | 76.8K | $31.5M | +199.84%(+51.20K) | — | 2024-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.5% | 640.4K | $31.2M | +201.30%(+427.88K) | — | 2024-03-31 | |
| VGT | VANGUARD WORLD FD | 5.79% | 54.4K | $27.8M | +199.72%(+36.22K) | — | 2024-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 5.09% | 373.5K | $24.4M | +200.03%(+249.01K) | — | 2024-03-31 | |
| IXN | ISHARES TR | 4.31% | 284.6K | $20.7M | +200.00%(+189.70K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Executive Wealth Group Llc reports $480.43M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are BA (11.6%), VTI (9.7%) and VHT (7.9%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Executive Wealth Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2014165). View Executive Wealth Group Llc’s 13F filings on SEC