EXECUTIVE WEALTH GROUP LLC

Q4 2022 13F Holdings Report, Stock Holdings

Signature - Title
Sherry Nelson - Office Manager
Location
Kirkland, WA
Holdings as of
31 Dec 2022
Value $
$131M
Num holdings
43
Filing time
12 Mar 2024, 13:33:59 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BA, VHT, VTI, VYM, and VFH.
Previous filing
Q3 2022 - 12 Mar 2024
Next filing
Q1 2023 - 12 Mar 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2022 Q4 compared to 2022 Q3 by default.
* 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