EXECUTIVE WEALTH GROUP LLC

13F Filings History

Latest 13F report
Q1 2024 - Apr 11, 2024
Value $
$480M
Signature - Title
Sherry Nelson - Office Manager
Location
Kirkland, WA
Summary
This page shows a list of all the recent 13F filings made by EXECUTIVE WEALTH GROUP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EXECUTIVE WEALTH GROUP LLC reported 57 stock holdings with total value $480M as of Q1 2024. Top holdings included BA, VTI, VHT, VYM, and VFH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 57 $480M +$323M $0 +$323M BA, VTI, VHT, VYM, VFH 13F-HR 4/11/2024, 10:02 AM
Q4 2023 46 $157M +$955K -$3.33M -$2.37M BA, VTI, VHT, VYM, VEA 13F-HR 3/12/2024, 01:34 PM
Q3 2023 48 $141M +$667K -$361K +$307K BA, VTI, VHT, VYM, VEA 13F-HR 3/12/2024, 01:34 PM
Q2 2023 47 $148M +$1.1M -$10.4K +$1.09M BA, VTI, VHT, VYM, VEA 13F-HR 3/12/2024, 01:34 PM
Q1 2023 45 $141M +$1.74M -$9.17K +$1.73M BA, VTI, VHT, VYM, VEA 13F-HR 3/12/2024, 01:34 PM
Q4 2022 43 $131M +$2.55M -$3.08M -$527K BA, VHT, VTI, VYM, VFH 13F-HR 3/12/2024, 01:33 PM
Q3 2022 43 $116M +$104K -$2.94M -$2.84M VHT, VTI, BA, VYM, VFH 13F-HR 3/12/2024, 01:33 PM
Q2 2022 44 $129M +$1.94M -$1.03M +$910K VTI, VHT, BA, VYM, VEA 13F-HR 3/12/2024, 01:33 PM
Q1 2022 48 $153M +$1.53M -$201K +$1.33M BA, VTI, VHT, VYM, VEA 13F-HR 3/12/2024, 01:33 PM
Q4 2021 49 $162M +$664K -$9.01M -$8.35M BA, VTI, VHT, VEA, VYM 13F-HR 3/12/2024, 01:33 PM
Q3 2021 48 $164M +$6.44M -$2.32M +$4.12M BA, VTI, VHT, VEA, VFH 13F-HR 3/12/2024, 01:33 PM
Q2 2021 48 $169M +$1.12M -$2.06M -$938K BA, VTI, VHT, VEA, VFH 13F-HR 3/12/2024, 01:33 PM
Q1 2021 45 $162M +$5.59M -$4.24K +$5.59M BA, VTI, VHT, VEA, VFH 13F-HR 3/12/2024, 01:33 PM
Q4 2020 45 $148M +$556K -$1.16M -$606K BA, VTI, VHT, VEA, VFH 13F-HR 3/12/2024, 01:33 PM
Q3 2020 44 $130M +$3.02M -$2.77M +$250K BA, VTI, VHT, VEA, VYM 13F-HR 3/12/2024, 01:32 PM
Q2 2020 43 $125M +$2.33M -$931K +$1.4M BA, VTI, VHT, VEA, VYM 13F-HR 3/12/2024, 01:32 PM
Q1 2020 38 $104M +$4.15M -$1.27M +$2.88M BA, VTI, VHT, VEA, VYM 13F-HR 3/12/2024, 01:32 PM
Q4 2019 39 $132M +$1.87M -$498K +$1.37M BA, VTI, VEA, VHT, VFH 13F-HR 3/12/2024, 01:32 PM
Q3 2019 37 $125M +$44.2K -$5.78M -$5.74M BA, VTI, VEA, VHT, VYM 13F-HR 3/12/2024, 01:32 PM
Q2 2019 37 $130M +$982K -$855K +$126K BA, VTI, VEA, VHT, VYM 13F-HR 3/12/2024, 01:32 PM
Q1 2019 36 $128M +$9.79M -$304K +$9.49M BA, VTI, VEA, VHT, VYM 13F-HR 3/12/2024, 01:32 PM
Q4 2018 32 $106M +$1.86M -$1.95M -$98.4K BA, VTI, VEA, VHT, VYM 13F-HR 3/12/2024, 01:32 PM
Q3 2018 36 $121M +$2.91M -$419K +$2.49M BA, VEA, VTI, VHT, VYM 13F-HR 3/12/2024, 01:32 PM
Q2 2018 36 $112M +$3.68M -$7.47M -$3.78M BA, VEA, VTI, VHT, VYM 13F-HR 3/12/2024, 01:31 PM
Q1 2018 35 $116M +$2.4M -$261K +$2.14M BA, VEA, VTI, VHT, VFH 13F-HR 3/12/2024, 01:31 PM
Q4 2017 35 $112M $0 $0 BA, VEA, VTI, VHT, VFH 13F-HR 3/12/2024, 01:31 PM