EXECUTIVE WEALTH GROUP LLC Last Quarter Change: USA Stocks, New

EXECUTIVE WEALTH GROUP LLC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2023-12-31 to 2024-03-31, EXECUTIVE WEALTH GROUP LLC opened 9 positions, added to 18, reduced 0, sold out of 0 and left 0 unchanged. The largest increase in value was BA (+$33,914,871); the largest decrease was HLTHQ (+$8,000).

WMT: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 8,400.
UPS: Country of operation United States; Class CL B; Shares 2023-12-31 0; Shares 2024-03-31 2,658.
VZ: Country of operation United States; Class COM; Shares 2023-12-31 0; Shares 2024-03-31 9,381.
XYZ: Country of operation United States; Class CL A; Shares 2023-12-31 0; Shares 2024-03-31 4,500.

Two Form 13F-HR filings compared (SEC CIK 2014165): 2023-12-31 (filed 2024-03-12) and 2024-03-31 (filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Country of operation	Class	Shares 2024-03-31	Share change	Value 2023-12-31	Value 2024-03-31	Value change
WMT WALMART INC	United States	COM	8,400	+8,400	$0	$625,908	+$625,908
UPS UNITED PARCEL SERVICE INC	United States	CL B	2,658	+2,658	$0	$388,767	+$388,767
VZ VERIZON COMMUNICATIONS INC	United States	COM	9,381	+9,381	$0	$388,735	+$388,735
XYZ BLOCK INC	United States	CL A	4,500	+4,500	$0	$343,590	+$343,590
IBM INTERNATIONAL BUSINESS MACHS	United States	COM	1,500	+1,500	$0	$279,825	+$279,825
PFE PFIZER INC	United States	COM	10,218	+10,218	$0	$277,214	+$277,214
T AT&T INC	United States	COM	12,532	+12,532	$0	$218,137	+$218,137
NVDA NVIDIA CORPORATION	United States	COM	250	+250	$0	$211,840	+$211,840
F FORD MTR CO DEL	United States	COM	14,506	+14,506	$0	$181,098	+$181,098

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