Crown Wealth Group, LLC Portfolio Holdings
Crown Wealth Group, LLC
- $186 Million
- Q1 2025
Crown Wealth Group, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $26.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.9M, Innovator Etfs Tr with a value of $22.4M, Ishares Msci Usa Quality Facto with a value of $9.33M, and Microsoft Corp with a value of $8.36M.
Examining the 13F form we can see an decrease of $35.6M in the current position value, from $221M to 186M.
Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$186 Million
ETFs: $107 Million
Technology: $23.3 Million
Communication Services: $8.93 Million
Financial Services: $6.68 Million
Healthcare: $5.47 Million
Consumer Cyclical: $5.35 Million
Consumer Defensive: $2.29 Million
Industrials: $1.26 Million
Other: $1.88 Million