Crown Wealth Group

Latest statistics and disclosures from Crown Wealth Group's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 56 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 17.6 $17M +7% 409k 41.99
Ishares Tr Esg Awr Msci Usa (ESGU) 11.5 $11M -13% 141k 79.41
Innovator Etfs Tr Defined Wlt Shld (BALT) 8.2 $8.0M NEW 312k 25.79
Dimensional Etf Trust Us High Profitab (DUHP) 6.8 $6.6M +163% 310k 21.34
Microsoft Corporation (MSFT) 5.5 $5.4M 23k 232.90
Innovator Etfs Tr Us Eqty Pwr Buf (PSEP) 5.5 $5.3M NEW 192k 27.81
Apple (AAPL) 4.3 $4.2M +2% 30k 138.21
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.7 $3.6M +129% 29k 121.12
Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 3.2 $3.1M NEW 109k 28.63
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.9 $2.9M -11% 97k 29.61
Alphabet Cap Stk Cl A (GOOGL) 2.2 $2.2M +2084% 23k 95.66
Ishares Tr Core S&p500 Etf (IVV) 2.2 $2.2M -4% 6.1k 358.61
Fidelity Covington Trust Stock For Infl (FCPI) 2.2 $2.2M -28% 77k 28.17
Amazon (AMZN) 2.0 $1.9M 17k 112.98

Setup an alert

Crown Wealth Group will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 1.6 $1.6M -9% 54k 29.06
Innovator Etfs Tr Us Eqty Pwr Buf (PJUL) 1.3 $1.2M +72% 43k 28.61
Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 1.2 $1.2M 45k 26.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $1.2M +67% 4.4k 267.11
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 1.2 $1.1M NEW 42k 26.97
Vanguard Index Fds Growth Etf (VUG) 1.0 $940k 4.4k 213.98
Tesla Motors (TSLA) 0.9 $856k +198% 3.2k 265.18
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.8 $786k -5% 29k 27.58
Meta Platforms Cl A (META) 0.8 $765k -3% 5.6k 135.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $731k +2% 2.2k 328.10
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $699k +17% 5.5k 126.17
Eli Lilly & Co. (LLY) 0.6 $585k -5% 1.8k 323.56
Ishares Tr Core High Dv Etf (HDV) 0.6 $543k -64% 6.0k 91.26
Adobe Systems Incorporated (ADBE) 0.5 $525k -14% 1.9k 275.01
NVIDIA Corporation (NVDA) 0.5 $503k +17% 4.1k 121.44
Visa Com Cl A (V) 0.5 $488k +21% 2.7k 177.71
Spotify Technology S A SHS (SPOT) 0.5 $480k 5.6k 86.33
Illumina (ILMN) 0.5 $459k -13% 2.4k 190.61
Columbia Finl (CLBK) 0.4 $423k 20k 21.15
Boeing Company (BA) 0.4 $413k 3.4k 120.97
Alphabet Cap Stk Cl C (GOOG) 0.4 $403k +2550% 4.2k 96.23
Chevron Corporation (CVX) 0.4 $398k +73% 2.8k 143.79
Jacobs Engineering Group (J) 0.4 $347k NEW 3.2k 108.44
Merck & Co (MRK) 0.4 $346k +3% 4.0k 86.07
Apellis Pharmaceuticals (APLS) 0.3 $340k NEW 5.0k 68.36
Exxon Mobil Corporation (XOM) 0.3 $335k -18% 3.8k 87.26
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $328k 8.4k 39.16
UnitedHealth (UNH) 0.3 $300k +4% 594.00 505.05
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (XDEC) 0.3 $293k 11k 27.59
First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.3 $293k -16% 7.5k 38.89
Netflix (NFLX) 0.3 $276k -13% 1.2k 235.49
Ark Etf Tr Innovation Etf (ARKK) 0.3 $264k NEW 7.0k 37.69
JPMorgan Chase & Co. (JPM) 0.3 $257k +19% 2.5k 104.68
Procter & Gamble Company (PG) 0.3 $256k 2.0k 126.05
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.3 $251k -8% 6.3k 39.68
CVS Caremark Corporation (CVS) 0.3 $251k 2.6k 95.36
Costco Wholesale Corporation (COST) 0.3 $247k 522.00 473.18
Johnson & Johnson (JNJ) 0.2 $235k 1.4k 163.08
Pfizer (PFE) 0.2 $227k 5.2k 43.69
Roku Com Cl A (ROKU) 0.2 $206k +17% 3.7k 56.42
Sprott Physical Gold Tr Unit (PHYS) 0.2 $157k -83% 12k 12.77
Nuveen Nj Div Advantage Mun (NXJ) 0.1 $110k -37% 10k 11.00

Past Filings by Crown Wealth Group

SEC 13F filings are viewable for Crown Wealth Group going back to 2022