The Analysis of Crown Wealth Group, LLC's Holdings
Currently, Crown Wealth Group, LLC holds 143 types of securities in its portfolio with a total value $357.9M. In the most recent quarter, they have increased their positions in KBWB (+68.2K shares, valued at $5.7M), QBUF (+119.0K shares, valued at $3.5M), VIS (+10.9K shares, valued at $3.2M); decreased their positions in VOX (-29.4K shares, valued at $5.7M), BUG (-82.7K shares, valued at $2.5M), VUG (-4.6K shares, valued at $2.3M); initiated new positions in KBWB (+68.2K shares, valued at $5.7M), QBUF (+119.0K shares, valued at $3.5M), VIS (+10.9K shares, valued at $3.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFUS DIMENSIONAL ETF TRUST636.6K shares1.81%2025-12-312026-01-28
SPYM SPDR SERIES TRUST494.9K shares2.61%2025-12-312026-01-28 BALT INNOVATOR ETFS TRUST948.8K shares7.80%2025-12-312026-01-28 DMAX ISHARES TR482.0K shares20.09%2025-12-312026-01-28 CPRY CALAMOS ETF TR469.9K shares7.19%2025-12-312026-01-28 VUG VANGUARD INDEX FDS25.2K shares-15.51%2025-12-312026-01-28 MSFT MICROSOFT CORP23.0K shares1.38%2025-12-312026-01-28 SGOV ISHARES TR108.8K shares-16.82%2025-12-312026-01-28 QUAL ISHARES TR51.4K shares-4.34%2025-12-312026-01-28 IYW ISHARES TR43.9K shares-19.50%2025-12-312026-01-28 AAPL APPLE INC31.8K shares8.21%2025-12-312026-01-28 NVDA NVIDIA CORPORATION46.3K shares6.52%2025-12-312026-01-28 DUHP DIMENSIONAL ETF TRUST215.6K shares1.85%2025-12-312026-01-28 SMH VANECK ETF TRUST18.3K shares-25.30%2025-12-312026-01-28 ALPHABET INC ALPHABET INC19.8K shares3.05%2025-12-312026-01-28 KBWB INVESCO EXCH TRADED FD TR II68.2K sharesnew addition2025-12-312026-01-28 AMZN AMAZON COM INC23.2K shares8.00%2025-12-312026-01-28 VGUS VANGUARD INSTL INDEX FD66.1K shares34.58%2025-12-312026-01-28 BJAN INNOVATOR ETFS TRUST90.3K shares-1.64%2025-12-312026-01-28 LLY ELI LILLY & CO3.3K shares5.97%2025-12-312026-01-28 QBUF INNOVATOR ETFS TRUST119.0K sharesnew addition2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR4.9K shares61.57%2025-12-312026-01-28 PJAN INNOVATOR ETFS TRUST70.9K shares149.79%2025-12-312026-01-28 VIS VANGUARD WORLD FD10.9K sharesnew addition2025-12-312026-01-28 KDEC INNOVATOR ETFS TRUST126.3K sharesnew addition2025-12-312026-01-28 VHT VANGUARD WORLD FD10.3K sharesnew addition2025-12-312026-01-28 ALPHABET INC ALPHABET INC8.7K shares5.12%2025-12-312026-01-28 LEGH LEGACY HOUSING CORP132.0K shares-6.05%2025-12-312026-01-28 ISHARES GOLD TR ISHARES GOLD TR31.2K sharesnew addition2025-12-312026-01-28 META META PLATFORMS INC3.8K shares0.60%2025-12-312026-01-28 CIBR FIRST TR EXCHANGE TRADED FD34.1K shares159.03%2025-12-312026-01-28 BROADCOM INC BROADCOM INC6.4K shares7.74%2025-12-312026-01-28 SPOT SPOTIFY TECHNOLOGY S A3.8K shares0.00%2025-12-312026-01-28 TSLA TESLA INC4.8K shares9.11%2025-12-312026-01-28 NJAN INNOVATOR ETFS TRUST38.7K shares6.87%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.5.4K shares10.02%2025-12-312026-01-28 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-28 VOX VANGUARD WORLD FD7.6K shares-79.40%2025-12-312026-01-28 NFLX NETFLIX INC15.6K shares938.91%2025-12-312026-01-28 IVV ISHARES TR2.1K shares-0.09%2025-12-312026-01-28 MGK VANGUARD WORLD FD3.2K shares-14.56%2025-12-312026-01-28 UBSI UNITED BANKSHARES INC WEST V33.0K shares0.00%2025-12-312026-01-28 WMT WALMART INC11.4K shares14.56%2025-12-312026-01-28 WFC WELLS FARGO CO NEW13.1K shares44.56%2025-12-312026-01-28 V VISA INC3.5K shares-2.12%2025-12-312026-01-28 ESGU ISHARES TR8.0K shares0.00%2025-12-312026-01-28 PHYS SPROTT ASSET MANAGEMENT LP36.0K shares21.01%2025-12-312026-01-28 XLK SELECT SECTOR SPDR TR7.1K sharesnew addition2025-12-312026-01-28 COST COSTCO WHSL CORP NEW1.1K shares-6.67%2025-12-312026-01-28 AAPR INNOVATOR ETFS TRUST33.4K shares-0.67%2025-12-312026-01-28 SMAX ISHARES TR30.1K shares0.97%2025-12-312026-01-28 CRWD CROWDSTRIKE HLDGS INC1.6K shares6.74%2025-12-312026-01-28 GRAL GRAIL INC8.3K shares9.19%2025-12-312026-01-28 CRM SALESFORCE INC2.7K shares1.40%2025-12-312026-01-28 PLTR PALANTIR TECHNOLOGIES INC4.0K shares8.39%2025-12-312026-01-28 XOM EXXON MOBIL CORP5.7K shares-4.47%2025-12-312026-01-28 FJUL FIRST TR EXCHNG TRADED FD VI11.7K shares0.00%2025-12-312026-01-28 AUGW AIM ETF PRODUCTS TRUST18.3K shares0.00%2025-12-312026-01-28 CAT CATERPILLAR INC1.0K shares7.13%2025-12-312026-01-28 ABBV ABBVIE INC2.4K shares12.81%2025-12-312026-01-28 PANW PALO ALTO NETWORKS INC2.9K shares-5.63%2025-12-312026-01-28 CEF SPROTT ASSET MANAGEMENT LP11.3K shares3.23%2025-12-312026-01-28 JNJ JOHNSON & JOHNSON2.5K shares20.55%2025-12-312026-01-28 VGT VANGUARD WORLD FD636 shares-23.65%2025-12-312026-01-28 BUG GLOBAL X FDS15.5K shares-84.23%2025-12-312026-01-28 PL PLANET LABS PBC23.3K shares15.44%2025-12-312026-01-28 HD HOME DEPOT INC1.3K shares-13.56%2025-12-312026-01-28 ORCL ORACLE CORP2.3K shares-8.00%2025-12-312026-01-28 CSCO CISCO SYS INC5.8K shares9.71%2025-12-312026-01-28 MA MASTERCARD INCORPORATED771 shares-8.21%2025-12-312026-01-28 XLV SELECT SECTOR SPDR TR2.8K sharesnew addition2025-12-312026-01-28 MINT PIMCO ETF TR4.3K shares-28.62%2025-12-312026-01-28 FDN FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2025-12-312026-01-28 BAC BANK AMERICA CORP7.8K shares10.82%2025-12-312026-01-28 XLF SELECT SECTOR SPDR TR7.8K sharesnew addition2025-12-312026-01-28 PNOV INNOVATOR ETFS TRUST10.1K shares-40.54%2025-12-312026-01-28 CVX CHEVRON CORP NEW2.8K shares15.01%2025-12-312026-01-28 XLY SELECT SECTOR SPDR TR3.5K sharesnew addition2025-12-312026-01-28 BITB BITWISE BITCOIN ETF TR7.7K shares110.09%2025-12-312026-01-28 CPSL CALAMOS ETF TR13.3K shares17.82%2025-12-312026-01-28 SPYG SPDR SERIES TRUST3.3K shares6.97%2025-12-312026-01-28 RTX RTX CORPORATION1.9K shares11.58%2025-12-312026-01-28 XLI SELECT SECTOR SPDR TR2.2K sharesnew addition2025-12-312026-01-28 KJAN INNOVATOR ETFS TRUST8.1K shares0.00%2025-12-312026-01-28 GE AEROSPACE GE AEROSPACE1.1K shares6.40%2025-12-312026-01-28 AMGN AMGEN INC981 shares7.80%2025-12-312026-01-28 TBIL RBB FD INC6.3K shares-70.53%2025-12-312026-01-28 NOW SERVICENOW INC2.0K shares398.53%2025-12-312026-01-28 COF CAPITAL ONE FINL CORP1.3K shares5.49%2025-12-312026-01-28 LOW LOWES COS INC1.3K shares13.50%2025-12-312026-01-28 OEF ISHARES TR871 sharesnew addition2025-12-312026-01-28 IWM ISHARES TR1.2K shares-47.94%2025-12-312026-01-28 ARM ARM HOLDINGS PLC2.6K shares0.00%2025-12-312026-01-28 GS GOLDMAN SACHS GROUP INC320 shares17.22%2025-12-312026-01-28 ABT ABBOTT LABS2.2K shares-0.36%2025-12-312026-01-28 CEG CONSTELLATION ENERGY CORP779 shares5.56%2025-12-312026-01-28 AZO AUTOZONE INC81 shares0.00%2025-12-312026-01-28 ISRG INTUITIVE SURGICAL INC481 shares-1.03%2025-12-312026-01-28 ARKB ARK 21SHARES BITCOIN ETF9.3K sharesnew addition2025-12-312026-01-28 SHW SHERWIN WILLIAMS CO821 shares-2.61%2025-12-312026-01-28 HON HONEYWELL INTL INC1.4K shares-2.50%2025-12-312026-01-28 QCOM QUALCOMM INC1.5K shares6.89%2025-12-312026-01-28 CITIGROUP INC CITIGROUP INC2.2K sharesnew addition2025-12-312026-01-28 POCT INNOVATOR ETFS TRUST5.9K shares0.00%2025-12-312026-01-28 AMAT APPLIED MATLS INC995 sharesnew addition2025-12-312026-01-28 IRM IRON MTN INC DEL3.1K shares-19.21%2025-12-312026-01-28 CB CHUBB LIMITED808 shares6.88%2025-12-312026-01-28 KJUL INNOVATOR ETFS TRUST7.9K shares4.22%2025-12-312026-01-28 CGGR CAPITAL GROUP GROWTH ETF5.7K shares0.00%2025-12-312026-01-28 INTU INTUIT370 shares-0.27%2025-12-312026-01-28 PH PARKER-HANNIFIN CORP278 sharesnew addition2025-12-312026-01-28 XLC SELECT SECTOR SPDR TR2.1K sharesnew addition2025-12-312026-01-28 MS MORGAN STANLEY1.4K shares3.79%2025-12-312026-01-28 CLBK COLUMBIA FINL INC15.5K shares0.00%2025-12-312026-01-28 AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2025-12-312026-01-28 AXP AMERICAN EXPRESS CO636 sharesnew addition2025-12-312026-01-28 KO COCA COLA CO3.4K shares5.60%2025-12-312026-01-28 BMAR INNOVATOR ETFS TRUST4.4K shares0.00%2025-12-312026-01-28 IBM INTERNATIONAL BUSINESS MACHS785 sharesnew addition2025-12-312026-01-28 GLD SPDR GOLD TR578 sharesnew addition2025-12-312026-01-28 PDEC INNOVATOR ETFS TRUST5.2K shares-90.05%2025-12-312026-01-28 DIS DISNEY WALT CO2.0K shares2.53%2025-12-312026-01-28 ITW ILLINOIS TOOL WKS INC916 shares0.77%2025-12-312026-01-28 APH AMPHENOL CORP NEW1.6K sharesnew addition2025-12-312026-01-28 UBER UBER TECHNOLOGIES INC2.7K shares1.48%2025-12-312026-01-28 VTV VANGUARD INDEX FDS1.1K shares-29.00%2025-12-312026-01-28 NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-12-312026-01-28 PG PROCTER AND GAMBLE CO1.5K shares-45.63%2025-12-312026-01-28 J JACOBS SOLUTIONS INC1.5K shares-1.47%2025-12-312026-01-28 BSX BOSTON SCIENTIFIC CORP2.1K shares-4.60%2025-12-312026-01-28 SNTH TIDAL TRUST III7.3K sharesnew addition2025-12-312026-01-28 RDDT REDDIT INC875 shares0.00%2025-12-312026-01-28 COMP COMPASS INC15.8K shares0.00%2025-12-312026-01-28 ESOA ENERGY SVCS ACQUISITION CORP16.0K shares0.00%2025-12-312026-01-28 AMBC OCTAVE SPECIALTY GROUP INC11.2K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available