Crown Wealth Group, LLC Incresed Positions in Q4 2024

Crown Wealth Group, LLC

  • $221 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
106K
+ 27.32%
$61.52 - $66.5 $6.55M - $7.08M
496K $31.7M
VUG
Vanguard Growth ETF

ETFs
12.5K
+ 242.43%
$378.79 - $428.11 $4.74M - $5.36M
17.7K $7.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
40.5K
+ 205.8%
$100.16 - $100.7 $4.05M - $4.08M
60.1K $6.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.66K
+ 317.16%
$481.22 - $538.17 $1.28M - $1.43M
3.5K $1.79M
IYW
Ishares Dj Us Tech ETF

ETFs
4.84K
+ 15.33%
$148.14 - $166.23 $718K - $805K
36.4K $5.81M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.2K
+ 106.82%
$100.22 - $100.73 $1.02M - $1.03M
19.8K $1.98M
IVV
Ishares Core S&P 500 ETF

ETFs
1.61K
+ 107.26%
$570.51 - $610.59 $919K - $983K
3.11K $1.83M
BALT
Innovator Etfs Tr
17.1K
+ 2.76%
$30.76 - $31.55 $527K - $540K
637K $20M
AMZN
Amazon Com Inc

Consumer Cyclical
388
+ 2.14%
$180.88 - $232.93 $70.2K - $90.4K
18.6K $4.07M
AAPL
Apple Inc.

Technology
567
+ 1.95%
$221.69 - $259.02 $126K - $147K
29.7K $7.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
914
+ 94.42%
$567.81 - $607.81 $519K - $556K
1.88K $1.1M
NVDA
Nvidia Corp

Technology
167
+ 0.44%
$117.0 - $148.88 $19.5K - $24.9K
38.5K $5.17M
GOOGL
Alphabet Inc.

Communication Services
287
+ 1.5%
$161.86 - $196.66 $46.5K - $56.4K
19.5K $3.69M
AVGO
Broadcom Inc.

Technology
129
+ 3.45%
$159.67 - $250.0 $20.6K - $32.3K
3.87K $896K
NFLX
Netflix Inc

Communication Services
5
+ 0.38%
$687.65 - $936.56 $3.44K - $4.68K
1.31K $1.16M
MGK
Vanguard Mega Cap Growth ETF

ETFs
372
+ 10.93%
$316.94 - $357.88 $118K - $133K
3.78K $1.3M
V
Visa Inc.

Financial Services
47
+ 1.39%
$273.87 - $320.91 $12.9K - $15.1K
3.44K $1.09M
GOOG
Alphabet Inc.

Communication Services
133
+ 2.47%
$163.08 - $198.16 $21.7K - $26.4K
5.51K $1.05M
META
Meta Platforms, Inc.

Communication Services
138
+ 5.84%
$554.08 - $632.68 $76.5K - $87.3K
2.5K $1.48M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
194
+ 28.36%
$521.84 - $558.82 $101K - $108K
878 $473K
WFC
Wells Fargo & Company

Financial Services
140
+ 2.15%
$54.98 - $77.35 $7.7K - $10.8K
6.65K $466K
NOW
Service Now, Inc.

Technology
3
+ 0.69%
$867.18 - $1148.42 $2.6K - $3.45K
437 $463K
PHYS
Sprott Physical Gold Trust

Financial Services
3.79K
+ 17.18%
$19.66 - $21.66 $74.5K - $82.1K
25.9K $520K
WMT
Walmart Inc.

Consumer Defensive
42
+ 0.78%
$79.1 - $95.7 $3.32K - $4.02K
5.41K $488K
COST
Costco Wholesale Corp

Consumer Defensive
19
+ 1.8%
$873.59 - $994.69 $16.6K - $18.9K
1.08K $984K
MA
Mastercard Inc

Financial Services
37
+ 4.93%
$491.3 - $536.15 $18.2K - $19.8K
787 $414K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
357
+ 2.67%
$238.25 - $261.28 $85.1K - $93.3K
13.7K $3.33M
BAC
Bank Of America Corp

Financial Services
175
+ 3.12%
$39.22 - $47.77 $6.86K - $8.36K
5.79K $254K
HON
Honeywell International Inc

Industrials
14
+ 1.05%
$202.84 - $236.0 $2.84K - $3.3K
1.34K $303K
PJAN
Innovator U.S. Equity Power Bu

ETFs
52
+ 0.2%
$41.16 - $42.25 $2.14K - $2.2K
26.3K $1.11M
PANW
Palo Alto Networks Inc

Technology
787
+ 101.55%
$181.96 - $405.9 $143K - $319K
1.56K $284K
ISRG
Intuitive Surgical Inc

Healthcare
10
+ 2.44%
$471.27 - $550.62 $4.71K - $5.51K
420 $219K
ORCL
Oracle Corp

Technology
107
+ 8.39%
$165.41 - $192.43 $17.7K - $20.6K
1.38K $230K
INTU
Intuit Inc

Technology
8
+ 2.07%
$602.01 - $706.25 $4.82K - $5.65K
395 $248K
ETN
Eaton Corp PLC

Industrials
11
+ 1.46%
$326.96 - $377.52 $3.6K - $4.15K
763 $253K
ABT
Abbott Laboratories

Healthcare
40
+ 1.83%
$111.93 - $119.39 $4.48K - $4.78K
2.22K $251K
Innovator Etfs Trust
19.5K
+ 7.39%
N/A
283K $0
PG
Procter & Gamble CO

Consumer Defensive
77
+ 3.15%
$161.05 - $179.7 $12.4K - $13.8K
2.53K $423K
CVX
Chevron Corp

Energy
26
+ 1.2%
$141.15 - $162.53 $3.67K - $4.23K
2.19K $317K
QUAL
Ishares Msci Usa Quality Facto

ETFs
382
+ 0.63%
$176.42 - $186.91 $67.4K - $71.4K
60.7K $10.8M
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.92%
$253.56 - $278.5 $2.03K - $2.23K
880 $223K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 1.02%
$442.29 - $483.08 $16.4K - $17.9K
3.66K $1.66M
HD
Home Depot, Inc.

Consumer Cyclical
23
+ 2.09%
$385.02 - $431.37 $8.86K - $9.92K
1.12K $436K
QCOM
Qualcomm Inc

Technology
74
+ 5.81%
$150.4 - $178.04 $11.1K - $13.2K
1.35K $206K
CAT
Caterpillar Inc

Industrials
15
+ 1.79%
$360.37 - $416.88 $5.41K - $6.25K
854 $309K
LOW
Lowes Companies Inc

Consumer Cyclical
1
+ 0.1%
$244.52 - $284.07 $245 - $284
1.03K $254K
ABBV
Abb Vie Inc.

Healthcare
45
+ 2.36%
$164.99 - $203.87 $7.42K - $9.17K
1.95K $346K
SHW
Sherwin Williams CO

Basic Materials
7
+ 0.78%
$338.75 - $399.71 $2.37K - $2.8K
899 $305K
UNH
Unitedhealth Group Inc

Healthcare
5
+ 0.75%
$485.52 - $625.25 $2.43K - $3.13K
675 $341K
Activity Summary
Buys All Purchases 65 New Holdings 12 Increased Positions 53 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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