13F Filings History of EXECUTIVE WEALTH GROUP LLC

Latest 13F report
Q1 2024 - 11 Apr 2024
Value $
$479,799,452
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 $479,799,452 as of Q1 2024. Top holdings included BA, VTI, VHT, VYM, and VFH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2024 57 $479,799,452 +$322,607,683 $0 +$322,607,683 BA, VTI, VHT, VYM, VFH 13F-HR 11 Apr 2024, 10:02
Q4 2023 46 $157,245,973 +$954,864 -$3,326,194 -$2,371,330 BA, VTI, VHT, VYM, VEA 13F-HR 12 Mar 2024, 13:34
Q3 2023 48 $140,851,590 +$667,465 -$360,920 +$306,545 BA, VTI, VHT, VYM, VEA 13F-HR 12 Mar 2024, 13:34
Q2 2023 47 $148,023,140 +$1,103,915 -$10,448 +$1,093,467 BA, VTI, VHT, VYM, VEA 13F-HR 12 Mar 2024, 13:34
Q1 2023 45 $141,227,518 +$1,738,669 -$9,173 +$1,729,496 BA, VTI, VHT, VYM, VEA 13F-HR 12 Mar 2024, 13:34
Q4 2022 43 $130,967,855 +$2,554,017 -$3,080,921 -$526,904 BA, VHT, VTI, VYM, VFH 13F-HR 12 Mar 2024, 13:33
Q3 2022 43 $116,475,143 +$103,569 -$2,940,487 -$2,836,918 VHT, VTI, BA, VYM, VFH 13F-HR 12 Mar 2024, 13:33
Q2 2022 44 $129,233,031 +$1,936,567 -$1,026,482 +$910,085 VTI, VHT, BA, VYM, VEA 13F-HR 12 Mar 2024, 13:33
Q1 2022 48 $152,540,907 +$1,526,488 -$201,124 +$1,325,364 BA, VTI, VHT, VYM, VEA 13F-HR 12 Mar 2024, 13:33
Q4 2021 49 $161,759,835 +$663,543 -$9,010,388 -$8,346,845 BA, VTI, VHT, VEA, VYM 13F-HR 12 Mar 2024, 13:33
Q3 2021 48 $163,597,909 +$6,437,073 -$2,315,442 +$4,121,631 BA, VTI, VHT, VEA, VFH 13F-HR 12 Mar 2024, 13:33
Q2 2021 48 $168,981,609 +$1,122,711 -$2,061,166 -$938,455 BA, VTI, VHT, VEA, VFH 13F-HR 12 Mar 2024, 13:33
Q1 2021 45 $162,409,097 +$5,593,705 -$4,235 +$5,589,470 BA, VTI, VHT, VEA, VFH 13F-HR 12 Mar 2024, 13:33
Q4 2020 45 $148,150,480 +$556,091 -$1,162,484 -$606,393 BA, VTI, VHT, VEA, VFH 13F-HR 12 Mar 2024, 13:33
Q3 2020 44 $130,152,769 +$3,017,033 -$2,766,851 +$250,182 BA, VTI, VHT, VEA, VYM 13F-HR 12 Mar 2024, 13:32
Q2 2020 43 $124,971,492 +$2,333,169 -$930,820 +$1,402,349 BA, VTI, VHT, VEA, VYM 13F-HR 12 Mar 2024, 13:32
Q1 2020 38 $104,331,317 +$4,147,001 -$1,271,229 +$2,875,772 BA, VTI, VHT, VEA, VYM 13F-HR 12 Mar 2024, 13:32
Q4 2019 39 $131,953,553 +$1,865,400 -$497,565 +$1,367,835 BA, VTI, VEA, VHT, VFH 13F-HR 12 Mar 2024, 13:32
Q3 2019 37 $124,946,822 +$44,168 -$5,782,359 -$5,738,191 BA, VTI, VEA, VHT, VYM 13F-HR 12 Mar 2024, 13:32
Q2 2019 37 $130,491,610 +$981,680 -$855,450 +$126,230 BA, VTI, VEA, VHT, VYM 13F-HR 12 Mar 2024, 13:32
Q1 2019 36 $128,351,312 +$9,793,896 -$304,334 +$9,489,562 BA, VTI, VEA, VHT, VYM 13F-HR 12 Mar 2024, 13:32
Q4 2018 32 $105,928,732 +$1,856,080 -$1,954,448 -$98,368 BA, VTI, VEA, VHT, VYM 13F-HR 12 Mar 2024, 13:32
Q3 2018 36 $120,633,548 +$2,910,947 -$418,500 +$2,492,447 BA, VEA, VTI, VHT, VYM 13F-HR 12 Mar 2024, 13:32
Q2 2018 36 $112,367,366 +$3,684,204 -$7,467,305 -$3,783,101 BA, VEA, VTI, VHT, VYM 13F-HR 12 Mar 2024, 13:31
Q1 2018 35 $116,121,891 +$2,403,746 -$260,833 +$2,142,913 BA, VEA, VTI, VHT, VFH 13F-HR 12 Mar 2024, 13:31
Q4 2017 35 $111,909,055 $0 $0 $0 BA, VEA, VTI, VHT, VFH 13F-HR 12 Mar 2024, 13:31