Crown Wealth Group

Crown Wealth Group as of March 31, 2025

Portfolio Holdings for Crown Wealth Group

Crown Wealth Group holds 108 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equity Market (DFUS) 13.6 $26M 435k 60.48
Spdr Ser Tr Portfolio S&p500 (SPLG) 11.9 $23M 348k 65.76
Innovator Etfs Trust Defined Wlt Shld (BALT) 11.6 $22M 712k 31.38
Ishares Tr Msci Usa Qlt Fct (QUAL) 4.8 $9.3M 55k 170.89
Microsoft Corporation (MSFT) 4.3 $8.4M 22k 375.40
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.3 $6.4M 63k 100.67
Vanguard Index Fds Growth Etf (VUG) 3.3 $6.4M 17k 370.82
Apple (AAPL) 3.3 $6.3M 29k 222.13
Dimensional Etf Trust Us High Profitab (DUHP) 2.8 $5.5M 166k 33.14
Ishares Tr U.s. Tech Etf (IYW) 2.4 $4.7M 33k 140.44
NVIDIA Corporation (NVDA) 2.2 $4.3M 39k 108.38
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 2.2 $4.2M 90k 46.63
Vanguard World Financials Etf (VFH) 2.1 $4.1M 35k 119.47
Amazon (AMZN) 1.8 $3.5M 18k 190.26
Vanguard Index Fds Value Etf (VTV) 1.5 $2.9M 17k 172.74
Alphabet Cap Stk Cl A (GOOGL) 1.5 $2.9M 19k 154.64
Eli Lilly & Co. (LLY) 1.4 $2.7M 3.3k 825.97
Spotify Technology S A SHS (SPOT) 1.1 $2.1M 3.8k 550.03
Vaneck Etf Trust Semiconductr Etf (SMH) 1.0 $1.8M 8.7k 211.46
Meta Platforms Cl A (META) 0.9 $1.7M 3.0k 576.30
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.9 $1.7M 36k 46.37
Wisdomtree Tr India Erngs Fd (EPI) 0.8 $1.5M 34k 43.71
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.4M 2.6k 532.58
Netflix (NFLX) 0.7 $1.3M 1.4k 932.53
Ishares Tr Core S&p500 Etf (IVV) 0.7 $1.3M 2.3k 561.78
Visa Com Cl A (V) 0.6 $1.2M 3.5k 350.45
Tesla Motors (TSLA) 0.6 $1.2M 4.6k 259.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $1.1M 2.4k 468.92
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.1M 9.2k 121.90
Costco Wholesale Corporation (COST) 0.6 $1.1M 1.2k 945.78
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.6 $1.1M 26k 41.47
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 4.3k 245.29
Innovator Etfs Trust Us Eqty Ultra B (UDEC) 0.5 $1.0M 29k 34.30
Vanguard World Mega Grwth Ind (MGK) 0.5 $940k 3.0k 308.91
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $906k 14k 63.00
Innovator Etfs Trust Equity Defined (AAPR) 0.5 $901k 34k 26.17
Alphabet Cap Stk Cl C (GOOG) 0.5 $874k 5.6k 156.24
RBB Us Treas 3 Mnth (TBIL) 0.4 $822k 16k 50.01
Broadcom (AVGO) 0.4 $791k 4.7k 167.43
salesforce (CRM) 0.4 $724k 2.7k 268.36
Exxon Mobil Corporation (XOM) 0.3 $664k 5.6k 118.93
Wells Fargo & Company (WFC) 0.3 $654k 9.1k 71.79
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.3 $640k 17k 37.22
Sprott Physical Gold Tr Unit (PHYS) 0.3 $603k 25k 24.06
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.3 $597k 17k 35.74
Ishares Tr Large Cap Max Bu (SMAX) 0.3 $568k 23k 25.04
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 0.3 $557k 12k 47.63
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.3 $512k 5.1k 100.62
Wal-Mart Stores (WMT) 0.3 $507k 5.8k 87.78
Merck & Co (MRK) 0.2 $482k 5.4k 89.76
Procter & Gamble Company (PG) 0.2 $457k 2.7k 170.43
Mastercard Incorporated Cl A (MA) 0.2 $455k 830.00 548.12
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $449k 803.00 559.65
Home Depot (HD) 0.2 $434k 1.2k 366.60
Abbvie (ABBV) 0.2 $432k 2.1k 209.52
Crowdstrike Hldgs Cl A (CRWD) 0.2 $392k 1.1k 352.58
UnitedHealth (UNH) 0.2 $390k 745.00 524.02
Chevron Corporation (CVX) 0.2 $385k 2.3k 167.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $367k 714.00 513.74
First Tr Exchange-traded Dj Internt Idx (FDN) 0.2 $357k 1.6k 222.15
Adobe Systems Incorporated (ADBE) 0.2 $356k 929.00 383.53
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL) 0.2 $344k 12k 27.97
Sprott Physical Gold & Silve Tr Unit (CEF) 0.2 $342k 12k 28.41
Palantir Technologies Cl A (PLTR) 0.2 $330k 3.9k 84.40
Iron Mountain (IRM) 0.2 $327k 3.8k 86.04
Servicenow (NOW) 0.2 $322k 404.00 796.14
Vanguard World Comm Srvc Etf (VOX) 0.2 $306k 2.1k 148.39
Abbott Laboratories (ABT) 0.2 $302k 2.3k 132.65
Honeywell International (HON) 0.2 $294k 1.4k 211.75
Sherwin-Williams Company (SHW) 0.1 $289k 827.00 349.19
Caterpillar (CAT) 0.1 $286k 867.00 329.80
Palo Alto Networks (PANW) 0.1 $279k 1.6k 170.64
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $278k 5.3k 52.52
Arm Holdings Sponsored Ads (ARM) 0.1 $278k 2.6k 106.79
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 0.1 $266k 11k 24.03
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $265k 6.3k 42.06
Amgen (AMGN) 0.1 $265k 849.00 311.55
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.1 $263k 8.5k 30.85
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $260k 4.4k 58.54
Oracle Corporation (ORCL) 0.1 $259k 1.9k 139.81
Vanguard World Inf Tech Etf (VGT) 0.1 $255k 470.00 542.38
Lowe's Companies (LOW) 0.1 $254k 1.1k 233.23
Bank of America Corporation (BAC) 0.1 $254k 6.1k 41.73
Innovator Etfs Trust Innovator Us Sma (KJUN) 0.1 $252k 9.9k 25.49
Cisco Systems (CSCO) 0.1 $247k 4.0k 61.71
Johnson & Johnson (JNJ) 0.1 $242k 1.5k 165.83
Arista Networks Com Shs (ANET) 0.1 $241k 3.1k 77.48
Chubb (CB) 0.1 $240k 795.00 302.07
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $238k 3.0k 80.37
Columbia Finl (CLBK) 0.1 $233k 16k 15.00
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.1 $232k 6.2k 37.60
Qualcomm (QCOM) 0.1 $230k 1.5k 153.61
Intuit (INTU) 0.1 $222k 362.00 613.99
Illinois Tool Works (ITW) 0.1 $222k 894.00 248.01
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 0.1 $220k 7.4k 29.77
Cigna Corp (CI) 0.1 $219k 666.00 329.00
Duke Energy Corp Com New (DUK) 0.1 $218k 1.8k 121.97
Intuitive Surgical Com New (ISRG) 0.1 $218k 440.00 495.27
Grail (GRAL) 0.1 $217k 8.5k 25.54
Philip Morris International (PM) 0.1 $215k 1.4k 158.73
Boston Scientific Corporation (BSX) 0.1 $215k 2.1k 100.88
Goldman Sachs (GS) 0.1 $210k 384.00 546.29
Jacobs Engineering Group (J) 0.1 $209k 1.7k 120.89
Eaton Corp SHS (ETN) 0.1 $208k 764.00 271.83
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR) 0.1 $200k 4.4k 45.54
Energy Services of America (ESOA) 0.1 $151k 16k 9.45
Compass Cl A (COMP) 0.1 $138k 16k 8.73
Planet Labs Pbc Com Cl A (PL) 0.1 $105k 31k 3.38