Crown Wealth Group

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

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

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Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 98 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 18.3 $30M +6% 543k 55.90
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Dimensional Etf Trust Us Equity Etf (DFUS) 8.7 $15M +6% 279k 51.83
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Innovator Etfs Tr Us Eqty Bufr Jan (BJAN) 7.3 $12M NEW 295k 40.86
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Innovator Etfs Tr Defined Wlt Shld (BALT) 7.1 $12M +11% 413k 28.57
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Ishares Tr Msci Usa Qlt Fct (QUAL) 5.1 $8.4M +6% 57k 147.14
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Microsoft Corporation (MSFT) 4.8 $7.9M 21k 376.03
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Dimensional Etf Trust Us High Profitab (DUHP) 4.0 $6.6M -12% 231k 28.61
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Ishares Tr U.s. Tech Etf (IYW) 3.7 $6.1M +28% 50k 122.75
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Apple (AAPL) 3.2 $5.4M 28k 192.53
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Vanguard World Fds Comm Srvc Etf (VOX) 3.1 $5.1M +8% 43k 117.72
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.4 $4.0M +81% 75k 53.84
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Dimensional Etf Trust Core Fixed Incom (DFCF) 2.3 $3.8M 90k 42.40
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Alphabet Cap Stk Cl A (GOOGL) 1.6 $2.7M +7% 19k 139.69
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Amazon (AMZN) 1.6 $2.6M +23% 17k 151.94
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Ishares Tr Core S&p500 Etf (IVV) 1.5 $2.5M 5.3k 477.63
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Vaneck Etf Trust Semiconductr Etf (SMH) 1.5 $2.5M +19% 14k 174.87
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Vanguard Index Fds Growth Etf (VUG) 1.3 $2.1M +32% 6.7k 310.87
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Eli Lilly & Co. (LLY) 1.1 $1.8M +21% 3.2k 582.96
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NVIDIA Corporation (NVDA) 0.8 $1.4M +12% 2.8k 495.22
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M +2% 3.6k 356.66
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Innovator Etfs Tr GRWT100 PWR BF (NJAN) 0.8 $1.3M NEW 30k 41.69
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Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) 0.7 $1.2M NEW 32k 37.24
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.7 $1.1M 11k 104.92
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Tesla Motors (TSLA) 0.6 $1.1M +24% 4.2k 248.48
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Spotify Technology S A SHS (SPOT) 0.6 $1.0M 5.6k 187.91
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RBB Us Treas 3 Mnth (TBIL) 0.5 $864k NEW 17k 49.86
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN) 0.5 $842k -3% 27k 31.79
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Innovator Etfs Tr Us Eqty Pwr Buf (PNOV) 0.5 $823k -25% 24k 34.44
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Innovator Etfs Tr Us Eqty Pwr Buf (PDEC) 0.5 $761k -93% 22k 35.10
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Visa Com Cl A (V) 0.5 $749k +6% 2.9k 260.38
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JPMorgan Chase & Co. (JPM) 0.4 $746k +5% 4.4k 170.09
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Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) 0.4 $738k -15% 22k 33.37
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Innovator Etfs Tr Us Sml Cp Pwr B (KJUL) 0.4 $713k -13% 26k 27.08
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.4 $681k -51% 13k 51.99
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAY) 0.4 $670k -27% 21k 31.47
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Adobe Systems Incorporated (ADBE) 0.4 $657k -2% 1.1k 596.60
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Netflix (NFLX) 0.4 $637k +27% 1.3k 486.88
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Alphabet Cap Stk Cl C (GOOG) 0.4 $636k +21% 4.5k 140.93
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.4 $620k NEW 6.2k 99.79
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Costco Wholesale Corporation (COST) 0.4 $615k +68% 931.00 660.08
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Meta Platforms Cl A (META) 0.4 $590k +15% 1.7k 353.96
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Boeing Company (BA) 0.3 $541k -28% 2.1k 260.66
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Exxon Mobil Corporation (XOM) 0.3 $515k +24% 5.2k 99.98
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $482k +14% 3.1k 157.80
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Merck & Co (MRK) 0.3 $473k +7% 4.3k 109.02
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Vanguard World Mega Grwth Ind (MGK) 0.3 $454k NEW 1.8k 259.47
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Innovator Etfs Tr International De 0.3 $446k NEW 17k 25.87
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Broadcom (AVGO) 0.3 $435k NEW 390.00 1116.25
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Innovator Etfs Tr Grwt100 Pwr Buf (NOCT) 0.3 $425k NEW 9.3k 45.80
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $423k 1.0k 409.52
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First Tr Exchng Traded Fd Vi Cboe Vest U S Eq (XSEP) 0.2 $391k -5% 11k 35.89
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Jacobs Engineering Group (J) 0.2 $352k -3% 2.7k 129.80
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Ishares Tr Msci Eafe Etf (EFA) 0.2 $346k NEW 4.6k 75.35
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UnitedHealth (UNH) 0.2 $343k +26% 652.00 526.71
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XJUN) 0.2 $342k -13% 9.7k 35.13
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Ishares Tr Core High Dv Etf (HDV) 0.2 $337k -13% 3.3k 101.99
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $333k +31% 700.00 475.41
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $330k +2% 1.8k 186.55
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Iron Mountain (IRM) 0.2 $307k +5% 4.4k 69.98
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Procter & Gamble Company (PG) 0.2 $301k -5% 2.1k 146.54
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $300k -30% 2.2k 136.38
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Columbia Finl (CLBK) 0.2 $299k 16k 19.28
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Innovator Etfs Tr Us Equity Accele (XBAP) 0.2 $297k 9.7k 30.57
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Intel Corporation (INTC) 0.2 $280k NEW 5.6k 50.25
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First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (XMAR) 0.2 $280k -16% 8.5k 32.88
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Chevron Corporation (CVX) 0.2 $279k +13% 1.9k 149.16
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Wal-Mart Stores (WMT) 0.2 $275k -7% 1.7k 157.65
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Home Depot (HD) 0.2 $273k NEW 787.00 346.45
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Innovator Etfs Tr Us Eqty Pwr Buf (PMAR) 0.2 $271k 7.6k 35.62
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General Dynamics Corporation (GD) 0.2 $270k NEW 1.0k 259.67
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Sherwin-Williams Company (SHW) 0.2 $269k +2% 862.00 311.90
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Honeywell International (HON) 0.2 $266k 1.3k 209.71
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Wells Fargo & Company (WFC) 0.2 $257k NEW 5.2k 49.22
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Cisco Systems (CSCO) 0.2 $253k +13% 5.0k 50.52
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Innovator Etfs Tr Us Eqty Pwr Buf (POCT) 0.2 $252k NEW 7.0k 36.12
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Bristol Myers Squibb (BMY) 0.1 $239k NEW 4.7k 51.31
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Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM) 0.1 $238k NEW 4.4k 54.17
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Caterpillar (CAT) 0.1 $235k NEW 796.00 295.67
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Illinois Tool Works (ITW) 0.1 $234k NEW 894.00 261.94
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Mastercard Incorporated Cl A (MA) 0.1 $228k NEW 535.00 426.51
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Vanguard World Fds Inf Tech Etf (VGT) 0.1 $228k NEW 470.00 484.00
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Amgen (AMGN) 0.1 $226k NEW 784.00 288.02
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salesforce (CRM) 0.1 $223k NEW 849.00 263.14
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Intuit (INTU) 0.1 $221k NEW 354.00 625.03
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Abbott Laboratories (ABT) 0.1 $215k NEW 2.0k 110.07
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $212k NEW 605.00 350.91
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $212k -72% 485.00 436.54
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Lowe's Companies (LOW) 0.1 $212k NEW 951.00 222.55
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First Tr Exchng Traded Fd Vi Cboe Vest Us Equ (XJUL) 0.1 $210k -34% 6.6k 32.08
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Servicenow (NOW) 0.1 $205k NEW 290.00 706.49
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $204k NEW 800.00 255.32
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Abbvie (ABBV) 0.1 $203k NEW 1.3k 154.97
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Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $169k NEW 21k 8.08
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Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW) 0.1 $148k NEW 17k 8.67
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Mag Silver Corp (MAG) 0.1 $118k NEW 11k 10.41
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Energy Services of America (ESOA) 0.1 $96k 16k 5.98
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Planet Labs Pbc Com Cl A (PL) 0.0 $49k NEW 20k 2.47
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Innoviz Technologies SHS (INVZ) 0.0 $28k NEW 11k 2.53
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Past Filings by Crown Wealth Group

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