Crown Wealth Group, LLC Reduced Holdings in Q4 2024

Crown Wealth Group, LLC

  • $221 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-24.4K
- 92.36%
$168.32 - $181.87 $4.11M - $4.45M
2.02K $342K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-59.3K
- 13.12%
$66.77 - $71.52 $3.96M - $4.24M
392K $27.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-54.5K
- 41.88%
$41.17 - $43.34 $2.24M - $2.36M
75.6K $3.13M
EPI
Wisdomtree Tr India Earnings F

ETFs
-24.6K
- 33.04%
$45.09 - $50.08 $1.11M - $1.23M
50K $2.26M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-31.1K
- 13.88%
$33.62 - $35.69 $1.05M - $1.11M
193K $6.53M
CRM
Salesforce, Inc.

Technology
-2.95K
- 52.98%
$270.87 - $367.87 $800K - $1.09M
2.62K $876K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-25.2K
- 52.41%
$23.63 - $26.47 $596K - $668K
22.9K $544K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-11K
- 56.81%
$51.58 - $52.91 $570K - $584K
8.4K $434K
MSFT
Microsoft Corp

Technology
-5
- 0.02%
$406.35 - $454.46 $2.03K - $2.27K
22.4K $9.43M
XOM
Exxon Mobil Corp

Energy
-869
- 14.11%
$105.51 - $125.37 $91.7K - $109K
5.29K $568K
MRK
Merck & Co., Inc.

Healthcare
-173
- 3.23%
$96.31 - $114.76 $16.7K - $19.9K
5.19K $516K
AMGN
Amgen Inc

Healthcare
-38
- 4.51%
$258.78 - $328.31 $9.83K - $12.5K
804 $209K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-515
- 5.23%
$124.61 - $133.96 $64.2K - $69K
9.34K $1.2M
VOX
Vanguard Communication Service

ETFs
-284
- 13.02%
$144.31 - $163.57 $41K - $46.5K
1.9K $293K
CB
Chubb LTD

Financial Services
-2
- 0.25%
$271.57 - $301.89 $543 - $604
810 $223K
CSCO
Cisco Systems, Inc.

Technology
-477
- 11.17%
$52.45 - $60.02 $25K - $28.6K
3.79K $224K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-6.68K
- 28.76%
N/A
16.6K $0
Pimco ETF Tr
-46.1K
- 62.49%
N/A
27.7K $0
PNOV
Innovator U.S. Equity Power Bu
-17
- 0.09%
N/A
19.6K $0
First Tr Exchng Traded Fd Vi
-55
- 0.35%
N/A
15.8K $0
Innovator Etfs Trust
-530
- 2.26%
N/A
22.9K $0
PDEC
Innovator U.S. Equity Power Bu
-61
- 0.51%
N/A
11.8K $0
Innovator Etfs Trust
-2.59K
- 5.71%
N/A
42.8K $0
Jacobs Solutions Inc
-729
- 26.9%
N/A
1.98K $0
Innovator Etfs Trust
-263
- 0.71%
N/A
36.6K $0
FDN
First Tr Fd Dow Jones

ETFs
-64
- 3.62%
$210.5 - $257.24 $13.5K - $16.5K
1.71K $414K
CRWD
Crowd Strike Holdings, Inc.

Technology
-42
- 3.72%
$275.15 - $388.2 $11.6K - $16.3K
1.09K $371K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-13
- 0.09%
$58.39 - $67.04 $759 - $872
14K $887K
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 0.85%
$205.18 - $250.29 $7.18K - $8.76K
4.1K $982K
SPOT
Spotify Technology S.A.

Communication Services
-200
- 5.0%
$362.95 - $502.38 $72.6K - $100K
3.8K $1.7M
BJAN
Innovator U.S. Equity Buffer E

ETFs
-4K
- 1.18%
$46.38 - $47.95 $186K - $192K
335K $16.1M
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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