EXECUTIVE WEALTH GROUP LLC

Q4 2018 13F Holdings Report, Stock Holdings

Signature - Title
Sherry Nelson - Office Manager
Location
Kirkland, WA
Holdings as of
31 Dec 2018
Value $
$105,928,732
Num holdings
32
Filing time
12 Mar 2024, 13:32:10 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BA, VTI, VEA, VHT, and VYM.
Previous filing
Q3 2018 - 12 Mar 2024
Next filing
Q1 2019 - 12 Mar 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2018 Q4 compared to 2018 Q3 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Sherry Nelson Office Manager Kirkland, Washington 12 Mar 2024