Crown Wealth Group, LLC Incresed Positions in Q1 2025

Crown Wealth Group, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
15K
+ 742.16%
$167.73 - $179.21 $2.52M - $2.69M
17K $2.94M
BALT
Innovator Etfs Tr
75.4K
+ 11.83%
$31.31 - $31.89 $2.36M - $2.4M
712K $22.4M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.23K
+ 5.38%
$100.34 - $100.68 $324K - $326K
63.4K $6.38M
LLY
Eli Lilly & CO

Healthcare
187
+ 6.04%
$725.72 - $929.72 $136K - $174K
3.28K $2.71M
META
Meta Platforms, Inc.

Communication Services
486
+ 19.42%
$576.36 - $736.67 $280K - $358K
2.99K $1.72M
WFC
Wells Fargo & Company

Financial Services
2.46K
+ 36.94%
$66.78 - $81.42 $164K - $200K
9.1K $653K
NFLX
Netflix Inc

Communication Services
138
+ 10.57%
$828.4 - $1058.6 $114K - $146K
1.44K $1.35M
V
Visa Inc.

Financial Services
70
+ 2.04%
$306.92 - $362.71 $21.5K - $25.4K
3.51K $1.23M
COST
Costco Wholesale Corp

Consumer Defensive
100
+ 9.3%
$890.62 - $1076.86 $89.1K - $108K
1.18K $1.11M
XOM
Exxon Mobil Corp

Energy
295
+ 5.58%
$105.44 - $118.93 $31.1K - $35.1K
5.58K $663K
JPM
Jpmorgan Chase & CO

Financial Services
222
+ 5.42%
$225.19 - $279.95 $50K - $62.1K
4.32K $1.06M
CVX
Chevron Corp

Energy
111
+ 5.07%
$146.71 - $167.97 $16.3K - $18.6K
2.3K $385K
AMGN
Amgen Inc

Healthcare
45
+ 5.6%
$258.59 - $327.36 $11.6K - $14.7K
849 $264K
ABT
Abbott Laboratories

Healthcare
54
+ 2.43%
$111.1 - $140.22 $6K - $7.57K
2.28K $301K
UNH
Unitedhealth Group Inc

Healthcare
70
+ 10.37%
$461.52 - $548.18 $32.3K - $38.4K
745 $390K
MA
Mastercard Inc

Financial Services
43
+ 5.46%
$504.67 - $576.31 $21.7K - $24.8K
830 $454K
PG
Procter & Gamble CO

Consumer Defensive
154
+ 6.1%
$158.56 - $176.26 $24.4K - $27.1K
2.68K $456K
ORCL
Oracle Corp

Technology
471
+ 34.06%
$139.81 - $186.47 $65.9K - $87.8K
1.85K $259K
PL
Planet Labs Pbc

Industrials
11.7K
+ 60.62%
$3.38 - $6.49 $39.5K - $75.9K
31K $104K
QCOM
Qualcomm Inc

Technology
148
+ 10.99%
$151.94 - $175.86 $22.5K - $26K
1.5K $229K
CSCO
Cisco Systems, Inc.

Technology
201
+ 5.3%
$58.74 - $64.87 $11.8K - $13K
4K $246K
CRWD
Crowd Strike Holdings, Inc.

Technology
24
+ 2.21%
$308.86 - $455.36 $7.41K - $10.9K
1.11K $391K
WMT
Walmart Inc.

Consumer Defensive
368
+ 6.8%
$84.5 - $105.05 $31.1K - $38.7K
5.78K $507K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
384
+ 2.74%
$62.72 - $71.92 $24.1K - $27.6K
14.4K $905K
VOX
Vanguard Communication Service

ETFs
163
+ 8.59%
$147.73 - $169.24 $24.1K - $27.6K
2.06K $305K
Arm Holdings PLC
200
+ 8.32%
N/A
2.6K $0
Arista Networks Inc
35
+ 1.14%
N/A
3.11K $0
LOW
Lowes Companies Inc

Consumer Cyclical
58
+ 5.63%
$222.66 - $268.42 $12.9K - $15.6K
1.09K $253K
BAC
Bank Of America Corp

Financial Services
291
+ 5.03%
$39.61 - $47.74 $11.5K - $13.9K
6.08K $253K
ISRG
Intuitive Surgical Inc

Healthcare
20
+ 4.76%
$476.63 - $610.45 $9.53K - $12.2K
440 $217K
HD
Home Depot, Inc.

Consumer Cyclical
63
+ 5.61%
$347.25 - $424.87 $21.9K - $26.8K
1.19K $434K
ITW
Illinois Tool Works Inc

Industrials
14
+ 1.59%
$244.9 - $274.48 $3.43K - $3.84K
894 $221K
PANW
Palo Alto Networks Inc

Technology
72
+ 4.61%
$167.82 - $208.28 $12.1K - $15K
1.63K $278K
HON
Honeywell International Inc

Industrials
46
+ 3.43%
$202.75 - $226.52 $9.33K - $10.4K
1.39K $294K
CAT
Caterpillar Inc

Industrials
13
+ 1.52%
$326.75 - $407.63 $4.25K - $5.3K
867 $285K
MRK
Merck & Co., Inc.

Healthcare
176
+ 3.39%
$83.01 - $101.02 $14.6K - $17.8K
5.37K $481K
ETN
Eaton Corp PLC

Industrials
1
+ 0.13%
$271.83 - $371.23 $272 - $371
764 $207K
IRM
Iron Mountain Inc

Real Estate
39
+ 1.04%
$82.79 - $111.31 $3.23K - $4.34K
3.8K $326K
AVGO
Broadcom Inc.

Technology
860
+ 22.25%
$167.43 - $244.7 $144K - $210K
4.73K $791K
CRM
Salesforce, Inc.

Technology
76
+ 2.9%
$268.36 - $359.95 $20.4K - $27.4K
2.7K $723K
GOOG
Alphabet Inc.

Communication Services
82
+ 1.49%
$156.06 - $207.71 $12.8K - $17K
5.6K $874K
TSLA
Tesla, Inc.

Consumer Cyclical
344
+ 8.08%
$222.15 - $428.22 $76.4K - $147K
4.6K $1.19M
NVDA
Nvidia Corp

Technology
838
+ 2.18%
$106.98 - $149.43 $89.6K - $125K
39.3K $4.26M
Activity Summary
Buys All Purchases 59 New Holdings 15 Increased Positions 44 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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