Crown Wealth Group, LLC has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $192 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $28M, Dimensional ETF Tr U S Equity with a value of $22.2M, Innovator U.S. Equity Buffer E with a value of $14.7M, Microsoft Corp with a value of $10M, and Ishares Msci Usa Quality Facto with a value of $9.92M.

Examining the 13F form we can see an increase of $5.22M in the current position value, from $187M to 192M.

Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Million
ETFs: $124 Million
Technology: $29.8 Million
Communication Services: $8.11 Million
Healthcare: $5.57 Million
Financial Services: $5.47 Million
Consumer Cyclical: $4.99 Million
Consumer Defensive: $1.71 Million
Industrials: $1.13 Million
Other: $1.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $192 Million
  • Prior Value $187 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 26, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 10 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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