Crown Wealth Group, LLC Portfolio Holdings by Sector
Crown Wealth Group, LLC
- $256 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFUS SPLG QUAL SGOV IYW VUG DUHP BUG 34 stocks |
$156,079
68.31% of portfolio
|
24
|
8
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD PANW PLTR ORCL 5 stocks |
$13,224
5.79% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL SPOT META GOOG 4 stocks |
$9,724
4.26% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM 3 stocks |
$8,038
3.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$7,038
3.08% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5,765
2.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,175
1.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV MRK JNJ AMGN 5 stocks |
$3,801
1.66% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$2,305
1.01% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,247
0.98% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF 3 stocks |
$1,931
0.85% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$1,866
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM NOW INTU UBER COMP 5 stocks |
$1,730
0.76% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
UBSI CLBK 2 stocks |
$1,427
0.62% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,210
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS CEF PSLV 3 stocks |
$1,206
0.53% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$945
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$662
0.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT BSX 2 stocks |
$530
0.23% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN ITW 2 stocks |
$496
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$440
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$435
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$387
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX PL 2 stocks |
$380
0.17% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$350
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$326
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$314
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$284
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$246
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$233
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$230
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$214
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Engineering & Construction | Industrials
ESOA 1 stocks |
$158
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
DNN 1 stocks |
$77
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|