Crown Wealth Group, LLC Sells in Q2 2025

Crown Wealth Group, LLC

  • $256 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
-15.4K
- 90.43%
$153.67 - $176.74 $2.37M - $2.72M
1.63K $287K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.57K
- 64.89%
$416.06 - $551.64 $654K - $868K
851 $469K
AAPL
Apple Inc.

Technology
-481
- 1.68%
$172.42 - $223.89 $82.9K - $108K
28.1K $5.77M
LLY
Eli Lilly & CO

Healthcare
-65
- 1.98%
$713.71 - $898.95 $46.4K - $58.4K
3.22K $2.51M
MRK
Merck & Co., Inc.

Healthcare
-914
- 17.04%
$73.47 - $87.12 $67.2K - $79.6K
4.45K $352K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-652
- 12.8%
$100.04 - $100.54 $65.2K - $65.6K
4.44K $446K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
-3K
- 10.28%
$32.77 - $36.44 $98.3K - $109K
26.2K $953K
CB
Chubb LTD

Financial Services
-56
- 7.04%
$274.32 - $302.46 $15.4K - $16.9K
739 $214K
CI
Cigna Corp

Healthcare
-54
- 8.11%
$301.89 - $340.04 $16.3K - $18.4K
612 $202K
LOW
Lowes Companies Inc

Consumer Cyclical
-20
- 1.84%
$210.83 - $235.28 $4.22K - $4.71K
1.07K $236K
V
Visa Inc.

Financial Services
-77
- 2.19%
$308.27 - $373.31 $23.7K - $28.7K
3.43K $1.22M
HD
Home Depot, Inc.

Consumer Cyclical
-23
- 1.94%
$335.24 - $380.78 $7.71K - $8.76K
1.16K $426K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-827
- 6.87%
$26.18 - $30.91 $21.7K - $25.6K
11.2K $337K
MA
Mastercard Inc

Financial Services
-25
- 3.01%
$479.92 - $590.74 $12K - $14.8K
805 $452K
ABT
Abbott Laboratories

Healthcare
-56
- 2.46%
$123.95 - $138.08 $6.94K - $7.73K
2.22K $301K
Arista Networks Inc
-11
- 0.35%
N/A
3.1K $0
Ishares Tr
-4.94K
- 21.77%
N/A
17.8K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-217
- 9.34%
$498.8 - $620.9 $108K - $135K
2.11K $1.31M
CRM
Salesforce, Inc.

Technology
-7
- 0.26%
$236.26 - $291.15 $1.65K - $2.04K
2.69K $733K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-829
- 8.99%
$108.06 - $135.3 $89.6K - $112K
8.39K $1.13M
ISRG
Intuitive Surgical Inc

Healthcare
-15
- 3.41%
$451.58 - $565.94 $6.77K - $8.49K
425 $230K
TSLA
Tesla, Inc.

Consumer Cyclical
-788
- 17.13%
$221.86 - $362.89 $175K - $286K
3.81K $1.21M
HON
Honeywell International Inc

Industrials
-38
- 2.74%
$182.86 - $232.88 $6.95K - $8.85K
1.35K $314K
PL
Planet Labs Pbc

Industrials
-9.71K
- 31.34%
$2.96 - $6.1 $28.8K - $59.3K
21.3K $129K
CAT
Caterpillar Inc

Industrials
-26
- 3.0%
$273.94 - $388.21 $7.12K - $10.1K
841 $326K
IRM
Iron Mountain Inc

Real Estate
-19
- 0.5%
$76.93 - $105.25 $1.46K - $2K
3.78K $387K
INTU
Intuit Inc

Technology
-1
- 0.28%
$544.07 - $787.63 $544 - $788
361 $284K
WFC
Wells Fargo & Company

Financial Services
-47
- 0.52%
$60.98 - $80.12 $2.87K - $3.77K
9.06K $725K
NOW
Service Now, Inc.

Technology
-3
- 0.74%
$721.65 - $1040.18 $2.16K - $3.12K
401 $412K
ORCL
Oracle Corp

Technology
-165
- 8.9%
$122.82 - $218.63 $20.3K - $36.1K
1.69K $369K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-482
- 3.35%
$57.46 - $75.58 $27.7K - $36.4K
13.9K $1.05M
PLTR
Palantir Technologies Inc.

Technology
-48
- 1.23%
$74.01 - $144.25 $3.55K - $6.92K
3.87K $526K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-437
- 0.49%
$42.58 - $50.22 $18.6K - $21.9K
89.1K $4.48M
GOOGL
Alphabet Inc.

Communication Services
-222
- 1.19%
$144.7 - $178.6 $32.1K - $39.6K
18.5K $3.26M
Activity Summary
Buys All Purchases 70 New Holdings 22 Increased Positions 48 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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