Crown Wealth Group

Crown Wealth Group as of Dec. 31, 2024

Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 113 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 12.9 $32M 496k 63.75
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.0 $27M 393k 68.94
Innovator Etfs Trust Defined Wlt Shld (BALT) 8.1 $20M 637k 31.42
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 6.5 $16M 335k 47.95
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.4 $11M 61k 178.08
Microsoft Corporation (MSFT) 3.8 $9.4M 22k 421.50
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 3.4 $8.4M 283k 29.76
Apple (AAPL) 3.0 $7.4M 30k 250.42
Vanguard Index Fds Growth Etf (VUG) 3.0 $7.3M 18k 410.43
Dimensional Etf Trust Us High Profitab (DUHP) 2.7 $6.5M 193k 33.79
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.5 $6.0M 60k 100.32
Ishares Tr U.s. Tech Etf (IYW) 2.4 $5.8M 36k 159.52
NVIDIA Corporation (NVDA) 2.1 $5.2M 39k 134.29
Calamos Etf Tr Laddered S&p 500 (CPSL) 1.8 $4.4M 174k 25.56
Vanguard World Financials Etf (VFH) 1.7 $4.2M 36k 118.07
Amazon (AMZN) 1.7 $4.1M 19k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.7M 20k 189.30
Vaneck Etf Trust Semiconductr Etf (SMH) 1.4 $3.3M 14k 242.16
Dimensional Etf Trust Core Fixed Incom (DFCF) 1.3 $3.1M 76k 41.27
Eli Lilly & Co. (LLY) 1.0 $2.4M 3.1k 772.00
Wisdomtree Tr India Erngs Fd (EPI) 0.9 $2.3M 50k 45.27
Ishares Tr Large Cap Max Bu (SMAX) 0.9 $2.1M 85k 25.20
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $2.0M 20k 100.34
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.8M 3.1k 588.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.7 $1.8M 3.5k 511.23
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.7 $1.8M 37k 48.09
Tesla Motors (TSLA) 0.7 $1.7M 4.3k 403.84
Spotify Technology S A SHS (SPOT) 0.7 $1.7M 3.8k 447.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.7M 3.7k 453.28
Meta Platforms Cl A (META) 0.6 $1.5M 2.5k 585.60
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.3M 3.8k 343.41
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.2M 9.3k 128.81
Netflix (NFLX) 0.5 $1.2M 1.3k 891.32
Innovator Etfs Trust Equity Defined (AAPR) 0.5 $1.1M 43k 26.36
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.5 $1.1M 26k 42.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.1M 1.9k 586.22
Visa Com Cl A (V) 0.4 $1.1M 3.4k 316.08
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.0M 5.5k 190.44
Costco Wholesale Corporation (COST) 0.4 $985k 1.1k 916.27
JPMorgan Chase & Co. (JPM) 0.4 $982k 4.1k 239.68
Broadcom (AVGO) 0.4 $896k 3.9k 231.84
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.4 $888k 14k 63.45
salesforce (CRM) 0.4 $876k 2.6k 334.30
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.3 $834k 15k 56.48
RBB Us Treas 3 Mnth (TBIL) 0.3 $825k 17k 49.86
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.3 $744k 20k 37.87
Pimco Etf Tr Multisector Bd (PYLD) 0.3 $717k 28k 25.92
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $701k 1.2k 569.58
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.3 $671k 17k 38.50
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.3 $665k 18k 37.35
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.3 $624k 21k 29.43
Adobe Systems Incorporated (ADBE) 0.2 $611k 1.4k 444.68
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.2 $576k 23k 25.14
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.2 $573k 12k 48.97
Exxon Mobil Corporation (XOM) 0.2 $569k 5.3k 107.57
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $544k 23k 23.76
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt E (XJAN) 0.2 $534k 16k 33.75
Sprott Physical Gold Tr Unit (PHYS) 0.2 $521k 26k 20.14
Merck & Co (MRK) 0.2 $516k 5.2k 99.48
Wal-Mart Stores (WMT) 0.2 $489k 5.4k 90.34
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $480k 5.5k 87.33
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $473k 878.00 538.74
Wells Fargo & Company (WFC) 0.2 $467k 6.6k 70.24
Servicenow (NOW) 0.2 $463k 437.00 1060.12
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.2 $455k 12k 38.42
Home Depot (HD) 0.2 $436k 1.1k 388.92
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $434k 8.4k 51.73
Procter & Gamble Company (PG) 0.2 $423k 2.5k 167.68
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.2 $419k 12k 35.91
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $415k 1.7k 243.17
Mastercard Incorporated Cl A (MA) 0.2 $414k 787.00 526.57
Iron Mountain (IRM) 0.2 $395k 3.8k 105.11
Calamos Etf Tr Russell 2000 Str (CPRJ) 0.2 $382k 15k 25.49
Crowdstrike Hldgs Cl A (CRWD) 0.2 $372k 1.1k 342.16
Abbvie (ABBV) 0.1 $347k 2.0k 177.70
Vanguard Index Fds Value Etf (VTV) 0.1 $342k 2.0k 169.30
UnitedHealth (UNH) 0.1 $341k 675.00 505.82
Arista Networks Com Shs (ANET) 0.1 $340k 3.1k 110.53
The Trade Desk Com Cl A (TTD) 0.1 $323k 2.7k 117.53
Chevron Corporation (CVX) 0.1 $317k 2.2k 144.84
Innovator Etfs Trust International De (IDEC) 0.1 $315k 12k 26.52
Caterpillar (CAT) 0.1 $310k 854.00 362.76
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $308k 6.4k 48.31
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.1 $307k 7.9k 38.91
Sherwin-Williams Company (SHW) 0.1 $306k 899.00 339.93
Honeywell International (HON) 0.1 $303k 1.3k 225.89
Arm Holdings Sponsored Ads (ARM) 0.1 $297k 2.4k 123.36
Vanguard World Comm Srvc Etf (VOX) 0.1 $294k 1.9k 154.96
Vanguard World Inf Tech Etf (VGT) 0.1 $292k 470.00 621.80
Palo Alto Networks (PANW) 0.1 $284k 1.6k 181.96
Jacobs Engineering Group (J) 0.1 $265k 2.0k 133.62
Bank of America Corporation (BAC) 0.1 $254k 5.8k 43.95
Lowe's Companies (LOW) 0.1 $254k 1.0k 246.80
Eaton Corp SHS (ETN) 0.1 $253k 763.00 331.87
Abbott Laboratories (ABT) 0.1 $251k 2.2k 113.11
Intuit (INTU) 0.1 $248k 395.00 628.50
Columbia Finl (CLBK) 0.1 $245k 16k 15.81
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.1 $239k 5.9k 40.19
Oracle Corporation (ORCL) 0.1 $231k 1.4k 166.64
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUL) 0.1 $230k 6.5k 35.47
Cisco Systems (CSCO) 0.1 $225k 3.8k 59.20
Chubb (CB) 0.1 $224k 810.00 276.26
Illinois Tool Works (ITW) 0.1 $223k 880.00 253.56
Intuitive Surgical Com New (ISRG) 0.1 $219k 420.00 521.96
Capital One Financial (COF) 0.1 $215k 1.2k 178.32
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $212k 5.4k 39.57
Amgen (AMGN) 0.1 $210k 804.00 260.64
Qualcomm (QCOM) 0.1 $207k 1.3k 153.62
Ishares Tr Russell 2000 Etf (IWM) 0.1 $206k 932.00 220.96
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $203k 4.4k 46.14
Energy Services of America (ESOA) 0.1 $202k 16k 12.62
Accenture Plc Ireland Shs Class A (ACN) 0.1 $200k 569.00 351.79
Planet Labs Pbc Com Cl A (PL) 0.0 $78k 19k 4.04