The Analysis of Crown Wealth Group, LLC's Holdings


Currently, Crown Wealth Group, LLC holds 127 types of securities in its portfolio with a total value $332.8M. In the most recent quarter, they have increased their positions in CPRY (+438.4K shares, valued at $11.4M), DMAX (+401.4K shares, valued at $10.6M), VUG (+11.5K shares, valued at $5.5M); decreased their positions in BUG (-75.1K shares, valued at $2.6M), KJUL (-49.7K shares, valued at $1.5M), QUAL (-7.2K shares, valued at $1.4M); initiated new positions in CPRY (+438.4K shares, valued at $11.4M), DMAX (+401.4K shares, valued at $10.6M), LEGH (+140.5K shares, valued at $3.9M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST625.2K shares7.55%2025-09-302025-10-22history
SPYM SPDR SERIES TRUST482.3K shares11.39%2025-09-302025-10-22history
BALT INNOVATOR ETFS TRUST880.1K shares15.14%2025-09-302025-10-22history
VUG VANGUARD INDEX FDS29.9K shares62.53%2025-09-302025-10-22history
SGOV ISHARES TR130.8K shares20.83%2025-09-302025-10-22history
MSFT MICROSOFT CORP22.7K shares1.70%2025-09-302025-10-22history
CPRY CALAMOS ETF TR438.4K sharesnew addition2025-09-302025-10-22history
IYW ISHARES TR54.5K shares8.51%2025-09-302025-10-22history
Sponsored
DMAX ISHARES TR401.4K sharesnew addition2025-09-302025-10-22history
QUAL ISHARES TR53.7K shares-11.76%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION43.4K shares8.46%2025-09-302025-10-22history
SMH VANECK ETF TRUST24.5K shares12.66%2025-09-302025-10-22history
DUHP DIMENSIONAL ETF TRUST211.7K shares6.23%2025-09-302025-10-22history
AAPL APPLE INC29.4K shares4.68%2025-09-302025-10-22history
VOX VANGUARD WORLD FD37.0K shares13.52%2025-09-302025-10-22history
BJAN INNOVATOR ETFS TRUST91.8K shares3.01%2025-09-302025-10-22history
Sponsored
AMZN AMAZON COM INC21.5K shares12.88%2025-09-302025-10-22history
GOOGL ALPHABET INC19.2K shares4.03%2025-09-302025-10-22history
LEGH LEGACY HOUSING CORP140.5K sharesnew addition2025-09-302025-10-22history
VGUS VANGUARD INSTL INDEX FD49.1K sharesnew addition2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL7.3K shares-27.25%2025-09-302025-10-22history
BUG GLOBAL X FDS98.2K shares-43.32%2025-09-302025-10-22history
META META PLATFORMS INC3.8K shares14.56%2025-09-302025-10-22history
SPOT SPOTIFY TECHNOLOGY S A3.8K shares0.00%2025-09-302025-10-22history
Sponsored
LLY ELI LILLY & CO3.1K shares-4.23%2025-09-302025-10-22history
PDEC INNOVATOR ETFS TRUST52.5K shares18.85%2025-09-302025-10-22history
SPY SPDR S&P 500 ETF TR3.0K shares7.74%2025-09-302025-10-22history
GOOG ALPHABET INC8.2K shares33.04%2025-09-302025-10-22history
TSLA TESLA INC4.4K shares16.11%2025-09-302025-10-22history
AVGO BROADCOM INC5.9K shares9.45%2025-09-302025-10-22history
NJAN INNOVATOR ETFS TRUST36.2K shares0.00%2025-09-302025-10-22history
NFLX NETFLIX INC1.5K shares0.87%2025-09-302025-10-22history
Sponsored
JPM JPMORGAN CHASE & CO.4.9K shares12.65%2025-09-302025-10-22history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares-33.33%2025-09-302025-10-22history
MGK VANGUARD WORLD FD3.7K shares13.36%2025-09-302025-10-22history
IVV ISHARES TR2.1K shares0.81%2025-09-302025-10-22history
KOCT INNOVATOR ETFS TRUST41.1K sharesnew addition2025-09-302025-10-22history
PJAN INNOVATOR ETFS TRUST28.4K shares0.00%2025-09-302025-10-22history
UBSI UNITED BANKSHARES INC WEST V33.0K shares0.00%2025-09-302025-10-22history
V VISA INC3.5K shares3.23%2025-09-302025-10-22history
Sponsored
VOO VANGUARD INDEX FDS1.9K shares10.23%2025-09-302025-10-22history
ESGU ISHARES TR8.0K shares-4.69%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW1.2K shares1.07%2025-09-302025-10-22history
TBIL RBB FD INC21.3K shares-38.46%2025-09-302025-10-22history
WMT WALMART INC9.9K shares46.34%2025-09-302025-10-22history
CIBR FIRST TR EXCHANGE TRADED FD13.2K shares-5.28%2025-09-302025-10-22history
UDEC INNOVATOR ETFS TRUST25.0K shares-4.48%2025-09-302025-10-22history
AAPR INNOVATOR ETFS TRUST33.6K shares-2.27%2025-09-302025-10-22history
Sponsored
PHYS SPROTT PHYSICAL GOLD TR29.8K shares12.88%2025-09-302025-10-22history
MAXJ ISHARES TR31.2K sharesnew addition2025-09-302025-10-22history
SMAX ISHARES TR29.8K shares67.88%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW9.1K shares0.41%2025-09-302025-10-22history
CRWD CROWDSTRIKE HLDGS INC1.5K shares15.32%2025-09-302025-10-22history
PNOV INNOVATOR ETFS TRUST17.0K shares-0.84%2025-09-302025-10-22history
ORCL ORACLE CORP2.5K shares47.31%2025-09-302025-10-22history
XOM EXXON MOBIL CORP6.0K shares6.27%2025-09-302025-10-22history
Sponsored
PLTR PALANTIR TECHNOLOGIES INC3.7K shares-5.05%2025-09-302025-10-22history
FJUL FIRST TR EXCHNG TRADED FD VI11.7K shares0.00%2025-09-302025-10-22history
PANW PALO ALTO NETWORKS INC3.1K shares13.84%2025-09-302025-10-22history
CRM SALESFORCE INC2.6K shares-1.52%2025-09-302025-10-22history
VGT VANGUARD WORLD FD833 shares28.95%2025-09-302025-10-22history
HD HOME DEPOT INC1.5K shares29.43%2025-09-302025-10-22history
MINT PIMCO ETF TR6.0K shares36.08%2025-09-302025-10-22history
AUGW AIM ETF PRODUCTS TRUST18.3K shares-8.03%2025-09-302025-10-22history
Sponsored
IWM ISHARES TR2.2K sharesnew addition2025-09-302025-10-22history
QQQ INVESCO QQQ TR848 shares-0.35%2025-09-302025-10-22history
ABBV ABBVIE INC2.2K shares0.37%2025-09-302025-10-22history
MA MASTERCARD INCORPORATED840 shares4.35%2025-09-302025-10-22history
ANET ARISTA NETWORKS INC3.2K shares2.42%2025-09-302025-10-22history
CAT CATERPILLAR INC954 shares13.44%2025-09-302025-10-22history
GRAL GRAIL INC7.6K shares-15.25%2025-09-302025-10-22history
FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2025-09-302025-10-22history
Sponsored
PG PROCTER AND GAMBLE CO2.8K shares0.14%2025-09-302025-10-22history
CEF SPROTT PHYSICAL GOLD & SILVE10.9K shares-2.62%2025-09-302025-10-22history
IRM IRON MTN INC DEL3.8K shares0.29%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON2.1K shares5.67%2025-09-302025-10-22history
NOW SERVICENOW INC409 shares2.00%2025-09-302025-10-22history
CVX CHEVRON CORP NEW2.4K shares2.46%2025-09-302025-10-22history
ARM ARM HOLDINGS PLC2.6K shares0.00%2025-09-302025-10-22history
BAC BANK AMERICA CORP7.0K shares1.46%2025-09-302025-10-22history
Sponsored
MRK MERCK & CO INC4.3K shares-3.33%2025-09-302025-10-22history
CSCO CISCO SYS INC5.3K shares4.10%2025-09-302025-10-22history
AZO AUTOZONE INC81 sharesnew addition2025-09-302025-10-22history
DFCF DIMENSIONAL ETF TRUST8.0K shares-0.09%2025-09-302025-10-22history
KJAN INNOVATOR ETFS TRUST8.1K sharesnew addition2025-09-302025-10-22history
SPYG SPDR SERIES TRUST3.1K shares2.43%2025-09-302025-10-22history
CPSL CALAMOS ETF TR11.3K sharesnew addition2025-09-302025-10-22history
VTV VANGUARD INDEX FDS1.6K shares-0.86%2025-09-302025-10-22history
Sponsored
GE GE AEROSPACE1.0K sharesnew addition2025-09-302025-10-22history
ABT ABBOTT LABS2.2K shares0.59%2025-09-302025-10-22history
ETN EATON CORP PLC792 shares2.46%2025-09-302025-10-22history
HON HONEYWELL INTL INC1.4K shares3.48%2025-09-302025-10-22history
SHW SHERWIN WILLIAMS CO843 shares1.81%2025-09-302025-10-22history
RTX RTX CORPORATION1.7K shares-2.50%2025-09-302025-10-22history
LOW LOWES COS INC1.1K shares3.37%2025-09-302025-10-22history
PL PLANET LABS PBC20.1K shares-5.35%2025-09-302025-10-22history
Sponsored
COF CAPITAL ONE FINL CORP1.2K shares-0.57%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC2.6K shares21.97%2025-09-302025-10-22history
MAYM FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2025-09-302025-10-22history
AMGN AMGEN INC910 shares4.00%2025-09-302025-10-22history
POCT INNOVATOR ETFS TRUST5.9K shares-2.71%2025-09-302025-10-22history
INTU INTUIT371 shares2.77%2025-09-302025-10-22history
CGGR CAPITAL GROUP GROWTH ETF5.7K shares0.00%2025-09-302025-10-22history
CEG CONSTELLATION ENERGY CORP738 shares2.22%2025-09-302025-10-22history
Sponsored
QCOM QUALCOMM INC1.4K shares5.35%2025-09-302025-10-22history
ITW ILLINOIS TOOL WKS INC909 shares1.68%2025-09-302025-10-22history
KJUL INNOVATOR ETFS TRUST7.6K shares-86.70%2025-09-302025-10-22history
J JACOBS SOLUTIONS INC1.6K shares-9.36%2025-09-302025-10-22history
CLBK COLUMBIA FINL INC15.5K shares0.00%2025-09-302025-10-22history
BMAR INNOVATOR ETFS TRUST4.4K shares0.00%2025-09-302025-10-22history
BITB BITWISE BITCOIN ETF TR3.6K shares-0.03%2025-09-302025-10-22history
DIS DISNEY WALT CO1.9K shares-3.39%2025-09-302025-10-22history
Sponsored
BSX BOSTON SCIENTIFIC CORP2.2K shares4.68%2025-09-302025-10-22history
GS GOLDMAN SACHS GROUP INC273 sharesnew addition2025-09-302025-10-22history
ISRG INTUITIVE SURGICAL INC486 shares14.35%2025-09-302025-10-22history
GD GENERAL DYNAMICS CORP633 sharesnew addition2025-09-302025-10-22history
CB CHUBB LIMITED756 shares2.30%2025-09-302025-10-22history
DUK DUKE ENERGY CORP NEW1.7K sharesnew addition2025-09-302025-10-22history
KO COCA COLA CO3.2K sharesnew addition2025-09-302025-10-22history
MS MORGAN STANLEY1.3K sharesnew addition2025-09-302025-10-22history
Sponsored
UNH UNITEDHEALTH GROUP INC602 shares-19.41%2025-09-302025-10-22history
RDDT REDDIT INC875 sharesnew addition2025-09-302025-10-22history
MCD MCDONALDS CORP661 sharesnew addition2025-09-302025-10-22history
XSEP FIRST TR EXCHNG TRADED FD VI4.8K sharesnew addition2025-09-302025-10-22history
ESOA ENERGY SVCS ACQUISITION CORP16.0K shares0.00%2025-09-302025-10-22history
COMP COMPASS INC15.8K shares0.00%2025-09-302025-10-22history
ODV OSISKO DEVELOPMENT CORP18.0K sharesnew addition2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available