Crown Wealth Group, LLC Portfolio Holdings

Crown Wealth Group, LLC

  • $211 Million
  • Q3 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$267M
$151,000 0.07% of portfolio
15,991
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $211 Million
  • Prior Value $192 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 18 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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