Crown Wealth Group, LLC Reduced Holdings in Q1 2025

Crown Wealth Group, LLC

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BJAN
Innovator U.S. Equity Buffer E

ETFs
-245K
- 73.25%
$46.03 - $49.45 $11.3M - $12.1M
89.6K $4.18M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-61.3K
- 12.35%
$59.61 - $66.71 $3.65M - $4.09M
435K $26.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-44.2K
- 11.25%
$64.88 - $72.1 $2.87M - $3.18M
348K $22.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-69.3K
- 91.68%
$40.79 - $42.32 $2.83M - $2.93M
6.29K $264K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5.02K
- 36.53%
$211.47 - $267.17 $1.06M - $1.34M
8.72K $1.84M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.11K
- 10.07%
$168.16 - $186.21 $1.03M - $1.14M
54.6K $9.33M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-14.7K
- 74.26%
$100.32 - $100.76 $1.47M - $1.48M
5.09K $512K
IYW
Ishares Dj Us Tech ETF

ETFs
-3.05K
- 8.37%
$140.44 - $166.79 $428K - $509K
33.4K $4.69M
AAPL
Apple Inc.

Technology
-1.07K
- 3.62%
$209.68 - $247.1 $225K - $265K
28.6K $6.35M
MSFT
Microsoft Corp

Technology
-91
- 0.41%
$375.39 - $447.2 $34.2K - $40.7K
22.3K $8.36M
VUG
Vanguard Growth ETF

ETFs
-488
- 2.76%
$369.1 - $427.61 $180K - $209K
17.2K $6.38M
GOOGL
Alphabet Inc.

Communication Services
-769
- 3.95%
$154.33 - $206.19 $119K - $159K
18.7K $2.89M
EPI
Wisdomtree Tr India Earnings F

ETFs
-15.6K
- 31.32%
$40.08 - $45.85 $627K - $717K
34.3K $1.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.08K
- 57.33%
$551.42 - $612.93 $595K - $661K
803 $449K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.08K
- 30.74%
$468.34 - $539.52 $504K - $581K
2.42K $1.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-294
- 1.58%
$190.26 - $242.06 $55.9K - $71.2K
18.3K $3.47M
IVV
Ishares Core S&P 500 ETF

ETFs
-787
- 25.3%
$554.06 - $615.85 $436K - $485K
2.32K $1.31M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-733
- 19.41%
$307.43 - $357.48 $225K - $262K
3.04K $939K
KJUL
Innovator U.S. Small Cap Power

Technology
-8.89K
- 41.91%
$27.83 - $30.18 $247K - $268K
12.3K $344K
ADBE
Adobe Inc.

Technology
-446
- 32.44%
$377.84 - $464.11 $169K - $207K
929 $356K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.02K
- 27.73%
$442.66 - $534.52 $449K - $543K
2.65K $1.41M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-10.9K
- 47.4%
$24.11 - $28.41 $262K - $308K
12K $342K
NOW
Service Now, Inc.

Technology
-33
- 7.55%
$783.83 - $1170.39 $25.9K - $38.6K
404 $321K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-164
- 18.68%
$507.05 - $563.67 $83.2K - $92.4K
714 $366K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-120
- 1.29%
$120.24 - $134.3 $14.4K - $16.1K
9.22K $1.12M
VFH
Vanguard Financial ETF

ETFs
-1.05K
- 2.96%
$114.07 - $127.34 $120K - $134K
34.5K $4.12M
FDN
First Tr Fd Dow Jones

ETFs
-100
- 5.87%
$221.38 - $266.86 $22.1K - $26.7K
1.61K $356K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-580
- 2.21%
$41.09 - $43.24 $23.8K - $25.1K
25.7K $1.07M
INTU
Intuit Inc

Technology
-33
- 8.35%
$555.63 - $630.23 $18.3K - $20.8K
362 $222K
SHW
Sherwin Williams CO

Basic Materials
-72
- 8.01%
$330.16 - $365.55 $23.8K - $26.3K
827 $288K
Innovator Etfs Trust
-11.8K
- 51.64%
N/A
11.1K $0
Innovator Etfs Trust
-276K
- 97.39%
N/A
7.39K $0
Innovator Etfs Trust
-8.35K
- 19.53%
N/A
34.4K $0
Ishares Tr
-62.3K
- 73.3%
N/A
22.7K $0
PDEC
Innovator U.S. Equity Power Bu
-5.67K
- 47.87%
N/A
6.18K $0
PNOV
Innovator U.S. Equity Power Bu
-2.46K
- 12.52%
N/A
17.2K $0
Innovator Etfs Trust
-376
- 1.03%
N/A
36.2K $0
Jacobs Solutions Inc
-250
- 12.62%
N/A
1.73K $0
Innovator Etfs Trust
-1.1K
- 6.18%
N/A
16.7K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-121
- 0.73%
N/A
16.4K $0
CB
Chubb LTD

Financial Services
-15
- 1.85%
$257.71 - $301.99 $3.87K - $4.53K
795 $240K
PHYS
Sprott Physical Gold Trust

Financial Services
-794
- 3.07%
$20.25 - $24.06 $16.1K - $19.1K
25.1K $603K
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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