Crown Wealth Group, LLC Reduced Holdings in Q3 2025

Crown Wealth Group, LLC

  • $294 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BUG
Global X Fds Cybersecurity ETF

ETFs
-75.1K
- 43.32%
$32.23 - $37.41 $2.42M - $2.81M
98.2K $3.46M
KJUL
Innovator U.S. Small Cap Power

Technology
-49.7K
- 86.7%
$29.2 - $31.07 $1.45M - $1.54M
7.62K $236K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.72K
- 27.25%
$459.11 - $506.91 $1.25M - $1.38M
7.27K $3.65M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.15K
- 11.76%
$182.33 - $194.5 $1.3M - $1.39M
53.7K $10.4M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 33.33%
$692600.0 - $759798.0 $693K - $760K
2 $1.51M
LLY
Eli Lilly & CO

Healthcare
-136
- 4.23%
$625.65 - $812.69 $85.1K - $111K
3.08K $2.35M
CRM
Salesforce, Inc.

Technology
-41
- 1.52%
$231.66 - $273.65 $9.5K - $11.2K
2.65K $627K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-734
- 5.28%
$70.85 - $76.96 $52K - $56.5K
13.2K $1M
DIS
Walt Disney CO

Communication Services
-68
- 3.39%
$112.25 - $124.0 $7.63K - $8.43K
1.94K $221K
UNH
Unitedhealth Group Inc

Healthcare
-145
- 19.41%
$237.77 - $353.61 $34.5K - $51.3K
602 $207K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-13.3K
- 38.46%
N/A
21.3K $0
Innovator Etfs Trust
-782
- 2.27%
N/A
33.6K $0
Aim ETF Products Trust
-1.6K
- 8.03%
N/A
18.3K $0
PNOV
Innovator U.S. Equity Power Bu
-145
- 0.84%
N/A
17K $0
Grail Inc
-1.37K
- 15.25%
N/A
7.62K $0
Bitwise Bitcoin ETF Tr
-1
- 0.03%
N/A
3.65K $0
Jacobs Solutions Inc
-162
- 9.36%
N/A
1.57K $0
POCT
Innovator U.S. Equity Power Bu

ETFs
-164
- 2.71%
$41.27 - $43.1 $6.77K - $7.07K
5.88K $253K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-7
- 0.09%
$41.8 - $43.15 $293 - $302
7.98K $341K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-1.17K
- 4.48%
$36.37 - $38.37 $42.7K - $45K
25K $959K
MRK
Merck & Co., Inc.

Healthcare
-148
- 3.33%
$77.6 - $87.37 $11.5K - $12.9K
4.3K $361K
VTV
Vanguard Value ETF

ETFs
-14
- 0.86%
$175.51 - $186.57 $2.46K - $2.61K
1.61K $300K
RTX
Raytheon Technologies Corp

Industrials
-43
- 2.5%
$144.19 - $167.33 $6.2K - $7.2K
1.68K $280K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-393
- 4.69%
$134.94 - $145.86 $53K - $57.3K
8K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3
- 0.35%
$546.99 - $602.2 $1.64K - $1.81K
848 $509K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-294
- 2.62%
$30.06 - $36.69 $8.84K - $10.8K
10.9K $400K
PL
Planet Labs Pbc

Industrials
-1.14K
- 5.35%
$6.14 - $12.98 $6.99K - $14.8K
20.1K $261K
PLTR
Palantir Technologies Inc.

Technology
-195
- 5.05%
$130.68 - $186.97 $25.5K - $36.5K
3.67K $669K
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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