Crown Wealth Group, LLC Purchases and Sells in Q1 2025

Crown Wealth Group, LLC

$186 Million
Q1 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	15K + 742.16%	$167.73 - $179.21 $2.52M - $2.69M	17K $2.94M
BALT	75.4K + 11.83%	$31.31 - $31.89 $2.36M - $2.4M	712K $22.4M
SGOV	3.23K + 5.38%	$100.34 - $100.68 $324K - $326K	63.4K $6.38M
LLY	187 + 6.04%	$725.72 - $929.72 $136K - $174K	3.28K $2.71M
META	486 + 19.42%	$576.36 - $736.67 $280K - $358K	2.99K $1.72M
WFC	2.46K + 36.94%	$66.78 - $81.42 $164K - $200K	9.1K $653K

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UDEC	29.2K New	$34.08 - $35.99 $994K - $1.05M	29.2K $1M
PLTR	3.91K New	$64.98 - $124.62 $254K - $488K	3.91K $330K
IGIB	5.3K New	$50.82 - $52.7 $269K - $279K	5.3K $278K
KAPR	8.51K New	$30.82 - $33.62 $262K - $286K	8.51K $262K
RDVY	4.44K New	$57.22 - $63.39 $254K - $282K	4.44K $260K
JNJ	1.46K New	$142.06 - $167.7 $208K - $245K	1.46K $242K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BJAN	-245K - 73.25%	$46.03 - $49.45 $11.3M - $12.1M	89.6K $4.18M
DFUS	-61.3K - 12.35%	$59.61 - $66.71 $3.65M - $4.09M	435K $26.3M
SPLG	-44.2K - 11.25%	$64.88 - $72.1 $2.87M - $3.18M	348K $22.9M
DFCF	-69.3K - 91.68%	$40.79 - $42.32 $2.83M - $2.93M	6.29K $264K
SMH	-5.02K - 36.53%	$211.47 - $267.17 $1.06M - $1.34M	8.72K $1.84M
QUAL	-6.11K - 10.07%	$168.16 - $186.21 $1.03M - $1.14M	54.6K $9.33M

Activity Summary All Purchases 59 New Holdings 15 Increased Positions 44 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crown Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crown Wealth Group, LLC with notifications on news.