Crown Wealth Group, LLC Purchases and Sells in Q3 2025

Crown Wealth Group, LLC

$294 Million
Q3 2025

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFUS	43.9K + 7.55%	$67.01 - $72.84 $2.94M - $3.2M	625K $45.3M
SPLG	49.3K + 11.39%	$72.65 - $78.68 $3.58M - $3.88M	482K $37.8M
VUG	11.5K + 62.53%	$433.97 - $484.08 $4.99M - $5.56M	29.9K $14.3M
BALT	116K + 15.14%	$32.11 - $32.82 $3.72M - $3.8M	880K $28.9M
SGOV	22.5K + 20.83%	$100.37 - $100.74 $2.26M - $2.27M	131K $13.2M
IYW	4.28K + 8.51%	$171.38 - $197.01 $733K - $843K	54.5K $10.7M

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LEGH	141K New	$21.94 - $28.2 $3.08M - $3.96M	141K $3.87M
IWM	2.23K New	$214.92 - $244.84 $480K - $546K	2.23K $540K
AZO	81 New	$3649.42 - $4354.54 $296K - $353K	81 $347K
GE	1K New	$244.75 - $305.63 $245K - $306K	1K $300K
GS	273 New	$696.56 - $806.32 $190K - $220K	273 $217K
GD	633 New	$293.92 - $341.0 $186K - $216K	633 $215K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUG	-75.1K - 43.32%	$32.23 - $37.41 $2.42M - $2.81M	98.2K $3.46M
KJUL	-49.7K - 86.7%	$29.2 - $31.07 $1.45M - $1.54M	7.62K $236K
BRK-B	-2.72K - 27.25%	$459.11 - $506.91 $1.25M - $1.38M	7.27K $3.65M
QUAL	-7.15K - 11.76%	$182.33 - $194.5 $1.3M - $1.39M	53.7K $10.4M
BRK-A	-1 - 33.33%	$692600.0 - $759798.0 $693K - $760K	2 $1.51M
LLY	-136 - 4.23%	$625.65 - $812.69 $85.1K - $111K	3.08K $2.35M

Activity Summary All Purchases 85 New Holdings 20 Increased Positions 65 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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