Crown Wealth Group, LLC Purchases and Sells in Q2 2025

Crown Wealth Group, LLC

$256 Million
Q2 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	146K + 33.67%	$53.65 - $67.02 $7.86M - $9.81M	581K $39M
SPLG	84.7K + 24.31%	$58.41 - $72.69 $4.95M - $6.16M	433K $31.5M
VOX	30.6K + 1483.01%	$133.12 - $171.03 $4.07M - $5.22M	32.6K $5.58M
SGOV	44.9K + 70.79%	$100.35 - $100.71 $4.5M - $4.52M	108K $10.9M
SMH	13K + 149.46%	$179.95 - $278.88 $2.35M - $3.63M	21.8K $6.07M
IYW	16.8K + 50.47%	$122.57 - $173.27 $2.07M - $2.92M	50.2K $8.7M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUG	173K New	$29.9 - $37.1 $5.18M - $6.43M	173K $6.43M
BRK-A	3 New	$725400.0 - $809350.0 $2.18M - $2.43M	3 $2.19M
UBSI	33K New	$31.5 - $37.32 $1.04M - $1.23M	33K $1.2M
IEFA	5.07K New	$67.83 - $84.09 $344K - $426K	5.07K $423K
NJUL	4.73K New	$56.05 - $68.06 $265K - $322K	4.73K $322K
COF	1.23K New	$150.57 - $212.76 $185K - $261K	1.23K $261K

Top Sells

Reduced Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTV	-15.4K - 90.43%	$153.67 - $176.74 $2.37M - $2.72M	1.63K $287K
QQQ	-1.57K - 64.89%	$416.06 - $551.64 $654K - $868K	851 $469K
AAPL	-481 - 1.68%	$172.42 - $223.89 $82.9K - $108K	28.1K $5.77M
LLY	-65 - 1.98%	$713.71 - $898.95 $46.4K - $58.4K	3.22K $2.51M
MRK	-914 - 17.04%	$73.47 - $87.12 $67.2K - $79.6K	4.45K $352K
MINT	-652 - 12.8%	$100.04 - $100.54 $65.2K - $65.6K	4.44K $446K

Activity Summary All Purchases 70 New Holdings 22 Increased Positions 48 All Sells 35 Reductions 35 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.