Crown Wealth Group, LLC Reduced Holdings in Q3 2024

Crown Wealth Group, LLC

  • $211 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOX
Vanguard Communication Service

ETFs
-39.6K
- 94.79%
$129.82 - $145.39 $5.15M - $5.76M
2.18K $317K
NVDA
Nvidia Corp

Technology
-25.5K
- 39.92%
$98.91 - $134.91 $2.52M - $3.43M
38.3K $4.65M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-45.5K
- 76.46%
$52.1 - $59.66 $2.37M - $2.71M
14K $829K
IYW
Ishares Dj Us Tech ETF

ETFs
-14.4K
- 31.25%
$133.16 - $158.73 $1.91M - $2.28M
31.6K $4.79M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.87K
- 72.04%
$520.18 - $576.82 $2.01M - $2.23M
1.5K $865K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-3.5K
- 20.74%
$211.47 - $281.27 $741K - $985K
13.4K $3.29M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.2K
- 30.51%
$100.09 - $100.69 $420K - $423K
9.57K $963K
MSFT
Microsoft Corp

Technology
-100
- 0.44%
$395.15 - $467.56 $39.5K - $46.8K
22.4K $9.63M
LLY
Eli Lilly & CO

Healthcare
-205
- 6.32%
$772.14 - $960.02 $158K - $197K
3.04K $2.69M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-754
- 18.13%
$285.48 - $330.24 $215K - $249K
3.4K $1.1M
PSLV
Sprott Physical Silver Trust

Financial Services
-18.7K
- 52.45%
$9.17 - $10.84 $171K - $202K
16.9K $176K
AMZN
Amazon Com Inc

Consumer Cyclical
-172
- 0.94%
$161.02 - $200.0 $27.7K - $34.4K
18.2K $3.39M
CRWD
Crowd Strike Holdings, Inc.

Technology
-64
- 5.36%
$217.89 - $392.15 $13.9K - $25.1K
1.13K $316K
GOOG
Alphabet Inc.

Communication Services
-194
- 3.48%
$149.54 - $192.66 $29K - $37.4K
5.38K $899K
CB
Chubb LTD

Financial Services
-517
- 38.9%
$252.51 - $292.2 $131K - $151K
812 $234K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-3.24K
- 21.69%
$33.3 - $35.24 $108K - $114K
11.7K $411K
SPOT
Spotify Technology S.A.

Communication Services
-1K
- 20.0%
$290.16 - $384.01 $290K - $384K
4K $1.47M
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.71K
- 9.35%
$39.31 - $41.32 $106K - $112K
26.2K $1.08M
KJUL
Innovator U.S. Small Cap Power

Technology
-3.53K
- 14.26%
$27.38 - $29.23 $96.5K - $103K
21.2K $617K
MRK
Merck & Co., Inc.

Healthcare
-5
- 0.09%
$111.15 - $128.97 $556 - $645
5.36K $608K
QCOM
Qualcomm Inc

Technology
-16
- 1.24%
$156.12 - $209.64 $2.5K - $3.35K
1.27K $216K
CVX
Chevron Corp

Energy
-33
- 1.5%
$137.88 - $161.97 $4.55K - $5.35K
2.17K $318K
WFC
Wells Fargo & Company

Financial Services
-6
- 0.09%
$51.58 - $60.97 $309 - $366
6.51K $367K
PG
Procter & Gamble CO

Consumer Defensive
-221
- 8.28%
$160.76 - $177.82 $35.5K - $39.3K
2.45K $423K
INTU
Intuit Inc

Technology
-5
- 1.28%
$602.97 - $670.49 $3.01K - $3.35K
387 $240K
HON
Honeywell International Inc

Industrials
-3
- 0.23%
$196.73 - $220.21 $590 - $661
1.33K $274K
JPM
Jpmorgan Chase & CO

Financial Services
-194
- 4.48%
$194.9 - $224.8 $37.8K - $43.6K
4.13K $871K
BAC
Bank Of America Corp

Financial Services
-9
- 0.16%
$36.65 - $44.13 $330 - $397
5.61K $222K
Innovator Etfs Trust
-4.41K
- 10.68%
N/A
36.9K $0
PNOV
Innovator U.S. Equity Power Bu
-450
- 2.24%
N/A
19.7K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-2.8K
- 26.17%
N/A
7.9K $0
PDEC
Innovator U.S. Equity Power Bu
-171
- 1.42%
N/A
11.9K $0
XOM
Exxon Mobil Corp

Energy
-38
- 0.61%
$109.72 - $119.0 $4.17K - $4.52K
6.16K $721K
CI
Cigna Corp

Healthcare
-2
- 0.3%
$319.12 - $367.1 $638 - $734
666 $230K
ETN
Eaton Corp PLC

Industrials
-3
- 0.4%
$272.52 - $333.02 $818 - $999
752 $249K
ABT
Abbott Laboratories

Healthcare
-30
- 1.36%
$100.07 - $118.13 $3K - $3.54K
2.18K $248K
JNJ
Johnson & Johnson

Healthcare
-70
- 3.48%
$145.48 - $167.38 $10.2K - $11.7K
1.94K $314K
ITW
Illinois Tool Works Inc

Industrials
-2
- 0.23%
$233.14 - $263.97 $466 - $528
872 $228K
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.56%
$801.83 - $917.05 $4.81K - $5.5K
1.06K $936K
MA
Mastercard Inc

Financial Services
-13
- 1.7%
$429.6 - $500.99 $5.58K - $6.51K
750 $370K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-275
- 2.72%
$113.45 - $126.18 $31.2K - $34.7K
9.85K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
-22
- 3.18%
$488.01 - $604.18 $10.7K - $13.3K
670 $391K
V
Visa Inc.

Financial Services
-11
- 0.32%
$253.74 - $291.56 $2.79K - $3.21K
3.39K $932K
NFLX
Netflix Inc

Communication Services
-6
- 0.46%
$598.55 - $722.26 $3.59K - $4.33K
1.3K $922K
ABBV
Abb Vie Inc.

Healthcare
-48
- 2.46%
$163.84 - $199.33 $7.86K - $9.57K
1.91K $376K
CAT
Caterpillar Inc

Industrials
-15
- 1.76%
$316.8 - $391.12 $4.75K - $5.87K
839 $328K
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 2.09%
$213.3 - $270.78 $4.69K - $5.96K
1.03K $278K
CRM
Salesforce, Inc.

Technology
-169
- 2.94%
$238.42 - $276.53 $40.3K - $46.7K
5.57K $1.53M
HD
Home Depot, Inc.

Consumer Cyclical
-39
- 3.43%
$333.64 - $405.2 $13K - $15.8K
1.1K $445K
Activity Summary
Buys All Purchases 46 New Holdings 18 Increased Positions 28 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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