Crown Wealth Group, LLC Incresed Positions in Q3 2025

Crown Wealth Group, LLC

  • $294 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
43.9K
+ 7.55%
$67.01 - $72.84 $2.94M - $3.2M
625K $45.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
49.3K
+ 11.39%
$72.65 - $78.68 $3.58M - $3.88M
482K $37.8M
VUG
Vanguard Growth ETF

ETFs
11.5K
+ 62.53%
$433.97 - $484.08 $4.99M - $5.56M
29.9K $14.3M
BALT
Innovator Etfs Tr
116K
+ 15.14%
$32.11 - $32.82 $3.72M - $3.8M
880K $28.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
22.5K
+ 20.83%
$100.37 - $100.74 $2.26M - $2.27M
131K $13.2M
IYW
Ishares Dj Us Tech ETF

ETFs
4.28K
+ 8.51%
$171.38 - $197.01 $733K - $843K
54.5K $10.7M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.76K
+ 12.66%
$275.84 - $326.36 $760K - $899K
24.5K $8M
NVDA
Nvidia Corp

Technology
3.39K
+ 8.46%
$153.3 - $186.58 $519K - $632K
43.4K $8.1M
AAPL
Apple Inc.

Technology
1.32K
+ 4.68%
$202.38 - $256.87 $266K - $338K
29.4K $7.49M
GOOGL
Alphabet Inc.

Communication Services
745
+ 4.03%
$174.36 - $254.72 $130K - $190K
19.2K $4.68M
DUHP
Dimensional ETF Tr Dimensional

ETFs
12.4K
+ 6.23%
$35.76 - $37.93 $444K - $470K
212K $7.99M
GOOG
Alphabet Inc.

Communication Services
2.05K
+ 33.04%
$175.16 - $255.24 $358K - $522K
8.24K $2.01M
TSLA
Tesla, Inc.

Consumer Cyclical
614
+ 16.11%
$293.94 - $444.72 $180K - $273K
4.43K $1.97M
MSFT
Microsoft Corp

Technology
380
+ 1.7%
$491.09 - $535.64 $187K - $204K
22.7K $11.8M
AMZN
Amazon Com Inc

Consumer Cyclical
2.45K
+ 12.88%
$211.65 - $238.24 $519K - $584K
21.5K $4.72M
AVGO
Broadcom Inc.

Technology
513
+ 9.45%
$264.74 - $369.57 $136K - $190K
5.94K $1.96M
BJAN
Innovator U.S. Equity Buffer E

ETFs
2.68K
+ 3.01%
$50.19 - $53.05 $134K - $142K
91.8K $4.87M
WMT
Walmart Inc.

Consumer Defensive
3.14K
+ 46.34%
$94.4 - $104.27 $297K - $328K
9.92K $1.02M
META
Meta Platforms, Inc.

Communication Services
484
+ 14.56%
$695.21 - $791.73 $336K - $383K
3.81K $2.8M
ORCL
Oracle Corp

Technology
799
+ 47.31%
$218.96 - $328.33 $175K - $262K
2.49K $699K
MGK
Vanguard Mega Cap Growth ETF

ETFs
441
+ 13.36%
$362.31 - $405.74 $160K - $179K
3.74K $1.51M
JPM
Jpmorgan Chase & CO

Financial Services
547
+ 12.65%
$282.78 - $316.06 $155K - $173K
4.87K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
218
+ 7.74%
$617.65 - $666.84 $135K - $145K
3.03K $2.02M
PHYS
Sprott Physical Gold Trust

Financial Services
3.4K
+ 12.88%
$25.02 - $29.62 $84.9K - $101K
29.8K $881K
VGT
Vanguard Information Technolog

ETFs
187
+ 28.95%
$656.44 - $753.15 $123K - $141K
833 $621K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
177
+ 10.23%
$567.77 - $614.76 $100K - $109K
1.91K $1.17M
HD
Home Depot, Inc.

Consumer Cyclical
342
+ 29.43%
$357.4 - $423.42 $122K - $145K
1.5K $609K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.6K
+ 36.08%
$100.16 - $100.7 $160K - $161K
6.04K $608K
CAT
Caterpillar Inc

Industrials
113
+ 13.44%
$390.92 - $477.15 $44.2K - $53.9K
954 $455K
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 0.81%
$620.67 - $670.08 $10.6K - $11.4K
2.12K $1.42M
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.37%
$184.85 - $231.54 $1.48K - $1.85K
2.16K $500K
JNJ
Johnson & Johnson

Healthcare
111
+ 5.67%
$155.17 - $185.42 $17.2K - $20.6K
2.07K $383K
PANW
Palo Alto Networks Inc

Technology
376
+ 13.84%
$167.06 - $208.19 $62.8K - $78.3K
3.09K $629K
CRWD
Crowd Strike Holdings, Inc.

Technology
201
+ 15.32%
$412.46 - $514.1 $82.9K - $103K
1.51K $741K
XOM
Exxon Mobil Corp

Energy
354
+ 6.27%
$105.83 - $117.22 $37.5K - $41.5K
6K $676K
UBER
Uber Technologies, Inc

Technology
476
+ 21.97%
$86.91 - $99.57 $41.4K - $47.4K
2.64K $258K
LOW
Lowes Companies Inc

Consumer Cyclical
36
+ 3.37%
$215.01 - $273.02 $7.74K - $9.83K
1.1K $277K
CVX
Chevron Corp

Energy
58
+ 2.46%
$145.57 - $161.83 $8.44K - $9.39K
2.41K $374K
WFC
Wells Fargo & Company

Financial Services
37
+ 0.41%
$77.05 - $85.16 $2.85K - $3.15K
9.09K $762K
SPYG
Spdr Portfolio

ETFs
74
+ 2.43%
$94.33 - $105.31 $6.98K - $7.79K
3.11K $325K
BAC
Bank Of America Corp

Financial Services
101
+ 1.46%
$44.92 - $52.42 $4.54K - $5.29K
7.02K $362K
MA
Mastercard Inc

Financial Services
35
+ 4.35%
$550.18 - $598.96 $19.3K - $21K
840 $477K
QCOM
Qualcomm Inc

Technology
73
+ 5.35%
$145.84 - $173.55 $10.6K - $12.7K
1.44K $239K
ETN
Eaton Corp PLC

Industrials
19
+ 2.46%
$342.99 - $392.76 $6.52K - $7.46K
792 $296K
ITW
Illinois Tool Works Inc

Industrials
15
+ 1.68%
$252.31 - $269.41 $3.78K - $4.04K
909 $237K
AMGN
Amgen Inc

Healthcare
35
+ 4.0%
$271.18 - $309.22 $9.49K - $10.8K
910 $256K
CEG
Constellation Energy Corp

Utilities
16
+ 2.22%
$298.82 - $354.89 $4.78K - $5.68K
738 $242K
CSCO
Cisco Systems, Inc.

Technology
207
+ 4.1%
$66.2 - $71.79 $13.7K - $14.9K
5.25K $359K
SHW
Sherwin Williams CO

Basic Materials
15
+ 1.81%
$330.88 - $375.23 $4.96K - $5.63K
843 $291K
Activity Summary
Buys All Purchases 85 New Holdings 20 Increased Positions 65 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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