Crown Wealth Group, LLC Purchases in Q2 2025

Crown Wealth Group, LLC

  • $256 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
146K
+ 33.67%
$53.65 - $67.02 $7.86M - $9.81M
581K $39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
84.7K
+ 24.31%
$58.41 - $72.69 $4.95M - $6.16M
433K $31.5M
BUG
Global X Fds Cybersecurity ETF

ETFs
173K
New
$29.9 - $37.1 $5.18M - $6.43M
173K $6.43M
VOX
Vanguard Communication Service

ETFs
30.6K
+ 1483.01%
$133.12 - $171.03 $4.07M - $5.22M
32.6K $5.58M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
44.9K
+ 70.79%
$100.35 - $100.71 $4.5M - $4.52M
108K $10.9M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
13K
+ 149.46%
$179.95 - $278.88 $2.35M - $3.63M
21.8K $6.07M
IYW
Ishares Dj Us Tech ETF

ETFs
16.8K
+ 50.47%
$122.57 - $173.27 $2.07M - $2.92M
50.2K $8.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7.35K
+ 277.69%
$483.48 - $539.8 $3.55M - $3.96M
9.99K $4.85M
MSFT
Microsoft Corp

Technology
51
+ 0.23%
$354.56 - $497.45 $18.1K - $25.4K
22.3K $11.1M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$725400.0 - $809350.0 $2.18M - $2.43M
3 $2.19M
NVDA
Nvidia Corp

Technology
740
+ 1.88%
$94.31 - $157.99 $69.8K - $117K
40K $6.33M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.23K
+ 11.42%
$152.42 - $182.82 $950K - $1.14M
60.8K $11.1M
VUG
Vanguard Growth ETF

ETFs
1.18K
+ 6.87%
$329.49 - $438.4 $389K - $518K
18.4K $8.06M
EPI
Wisdomtree Tr India Earnings F

ETFs
31.7K
+ 92.31%
$41.3 - $47.52 $1.31M - $1.51M
66K $3.13M
DUHP
Dimensional ETF Tr Dimensional

ETFs
33.5K
+ 20.19%
$29.36 - $35.56 $983K - $1.19M
199K $7.09M
KJUL
Innovator U.S. Small Cap Power

Technology
45K
+ 365.64%
$25.96 - $29.2 $1.17M - $1.31M
57.3K $1.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.01K
+ 250.68%
$496.48 - $617.85 $999K - $1.24M
2.82K $1.74M
UBSI
United Bankshares Inc

Financial Services
33K
New
$31.5 - $37.32 $1.04M - $1.23M
33K $1.2M
META
Meta Platforms, Inc.

Communication Services
336
+ 11.24%
$484.66 - $738.09 $163K - $248K
3.32K $2.45M
AVGO
Broadcom Inc.

Technology
701
+ 14.83%
$146.29 - $275.65 $103K - $193K
5.43K $1.5M
AMZN
Amazon Com Inc

Consumer Cyclical
772
+ 4.23%
$167.32 - $223.3 $129K - $172K
19K $4.18M
NFLX
Netflix Inc

Communication Services
49
+ 3.39%
$855.86 - $1339.13 $41.9K - $65.6K
1.49K $2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.02K
+ 142.44%
$456.74 - $568.03 $465K - $578K
1.73K $983K
IEFA
Ishares Tr

ETFs
5.07K
New
$67.83 - $84.09 $344K - $426K
5.07K $423K
NJUL
Innovator Growth 100 Power Buf

Technology
4.73K
New
$56.05 - $68.06 $265K - $322K
4.73K $322K
PANW
Palo Alto Networks Inc

Technology
1.08K
+ 66.28%
$152.44 - $204.64 $165K - $222K
2.72K $556K
CRWD
Crowd Strike Holdings, Inc.

Technology
201
+ 18.09%
$321.63 - $509.31 $64.6K - $102K
1.31K $668K
MGK
Vanguard Mega Cap Growth ETF

ETFs
259
+ 8.51%
$273.67 - $366.17 $70.9K - $94.8K
3.3K $1.21M
COF
Capital One Financial Corp

Financial Services
1.23K
New
$150.57 - $212.76 $185K - $261K
1.23K $261K
RTX
Raytheon Technologies Corp

Industrials
1.72K
New
$113.75 - $148.48 $196K - $255K
1.72K $251K
POCT
Innovator U.S. Equity Power Bu

ETFs
6.05K
New
$36.35 - $41.3 $220K - $250K
6.05K $249K
DIS
Walt Disney CO

Communication Services
2.01K
New
$81.72 - $124.01 $164K - $249K
2.01K $248K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.62K
New
$89.87 - $92.93 $235K - $243K
2.62K $241K
CEG
Constellation Energy Corp

Utilities
722
New
$170.96 - $322.76 $123K - $233K
722 $233K
CGGR
Capital Group Growth ETF Shs C

ETFs
5.66K
New
$30.53 - $40.65 $173K - $230K
5.66K $229K
GOOG
Alphabet Inc.

Communication Services
597
+ 10.67%
$146.58 - $180.01 $87.5K - $107K
6.19K $1.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.42K
New
$39.89 - $49.46 $176K - $219K
4.42K $218K
CGDV
Capital Group Divid Value ETF

ETFs
5.41K
New
$31.93 - $39.49 $173K - $214K
5.41K $213K
UBER
Uber Technologies, Inc

Technology
2.17K
New
$64.62 - $93.3 $140K - $202K
2.17K $202K
PSLV
Sprott Physical Silver Trust

Financial Services
16.4K
New
$9.98 - $12.51 $164K - $206K
16.4K $201K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.12%
$210.28 - $289.91 $1.05K - $1.45K
4.33K $1.25M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.69K
+ 10.47%
$38.7 - $44.05 $104K - $118K
28.4K $1.25M
VGT
Vanguard Information Technolog

ETFs
176
+ 37.45%
$470.37 - $663.28 $82.8K - $117K
646 $428K
WMT
Walmart Inc.

Consumer Defensive
1K
+ 17.35%
$81.79 - $99.98 $82K - $100K
6.78K $662K
CSCO
Cisco Systems, Inc.

Technology
1.05K
+ 26.33%
$53.19 - $69.38 $56K - $73K
5.05K $350K
COST
Costco Wholesale Corp

Consumer Defensive
42
+ 3.57%
$908.13 - $1056.85 $38.1K - $44.4K
1.22K $1.2M
DNN
Denison Mines Corp.

Energy
42.7K
New
$1.15 - $1.86 $49.1K - $79.4K
42.7K $77K
BAC
Bank Of America Corp

Financial Services
840
+ 13.82%
$34.39 - $47.46 $28.9K - $39.9K
6.92K $327K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.69K
+ 26.84%
$41.1 - $42.37 $69.4K - $71.6K
7.98K $337K
Activity Summary
Buys All Purchases 70 New Holdings 22 Increased Positions 48 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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