Crown Wealth Group, LLC Incresed Positions 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
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
BALT
Innovator Etfs Tr
52K
+ 7.3%
$30.33 - $32.1 $1.58M - $1.67M
764K $24.5M
NVDA
Nvidia Corp

Technology
740
+ 1.88%
$94.31 - $157.99 $69.8K - $117K
40K $6.33M
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
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
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
GOOG
Alphabet Inc.

Communication Services
597
+ 10.67%
$146.58 - $180.01 $87.5K - $107K
6.19K $1.1M
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
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
ETN
Eaton Corp PLC

Industrials
9
+ 1.18%
$246.52 - $356.99 $2.22K - $3.21K
773 $275K
PHYS
Sprott Physical Gold Trust

Financial Services
1.3K
+ 5.17%
$22.82 - $26.29 $29.6K - $34K
26.4K $668K
JNJ
Johnson & Johnson

Healthcare
496
+ 33.95%
$146.36 - $159.82 $72.6K - $79.3K
1.96K $298K
SPYG
Spdr Portfolio

ETFs
85
+ 2.88%
$71.83 - $95.32 $6.11K - $8.1K
3.04K $289K
BSX
Boston Scientific Corp

Healthcare
12
+ 0.56%
$89.7 - $107.41 $1.08K - $1.29K
2.14K $229K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
18.1K
+ 110.24%
N/A
34.5K $0
Grail Inc
500
+ 5.89%
N/A
8.99K $0
PDEC
Innovator U.S. Equity Power Bu
38K
+ 615.29%
N/A
44.2K $0
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.12%
$313.51 - $363.51 $314 - $364
828 $284K
PG
Procter & Gamble CO

Consumer Defensive
83
+ 3.1%
$157.66 - $172.39 $13.1K - $14.3K
2.76K $440K
AMGN
Amgen Inc

Healthcare
26
+ 3.06%
$262.28 - $309.85 $6.82K - $8.06K
875 $244K
ABBV
Abb Vie Inc.

Healthcare
94
+ 4.56%
$170.16 - $206.27 $16K - $19.4K
2.16K $400K
CVX
Chevron Corp

Energy
52
+ 2.26%
$133.73 - $168.51 $6.95K - $8.76K
2.35K $337K
XOM
Exxon Mobil Corp

Energy
62
+ 1.11%
$99.93 - $119.04 $6.2K - $7.38K
5.65K $608K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.27%
$274.35 - $599.47 $549 - $1.2K
747 $233K
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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