Crown Wealth Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $211 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $30.5M, Dimensional ETF Tr U S Equity with a value of $24.2M, Innovator Etfs Tr with a value of $19.1M, Innovator U.S. Equity Buffer E with a value of $15.8M, and Ishares Msci Usa Quality Facto with a value of $10.8M.
Examining the 13F form we can see an increase of $19.2M in the current position value, from $192M to 211M.
Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$211 Million
ETFs: $134 Million
Technology: $26.4 Million
Communication Services: $7.83 Million
Financial Services: $6.73 Million
Healthcare: $6.03 Million
Consumer Cyclical: $5.19 Million
Consumer Defensive: $1.79 Million
Industrials: $1.23 Million
Other: $2.06 Million
Stock Holdings Table Market Cap. of $200 Billions or more
