Crown Wealth Group, LLC Purchases in Q3 2025

Crown Wealth Group, LLC

  • $294 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
37
+ 0.41%
$77.05 - $85.16 $2.85K - $3.15K
9.09K $762K
SPYG
Spdr Portfolio

ETFs
74
+ 2.43%
$94.33 - $105.31 $6.98K - $7.79K
3.11K $325K
BAC
Bank Of America Corp

Financial Services
101
+ 1.46%
$44.92 - $52.42 $4.54K - $5.29K
7.02K $362K
MA
Mastercard Inc

Financial Services
35
+ 4.35%
$550.18 - $598.96 $19.3K - $21K
840 $477K
QCOM
Qualcomm Inc

Technology
73
+ 5.35%
$145.84 - $173.55 $10.6K - $12.7K
1.44K $239K
ETN
Eaton Corp PLC

Industrials
19
+ 2.46%
$342.99 - $392.76 $6.52K - $7.46K
792 $296K
ITW
Illinois Tool Works Inc

Industrials
15
+ 1.68%
$252.31 - $269.41 $3.78K - $4.04K
909 $237K
AMGN
Amgen Inc

Healthcare
35
+ 4.0%
$271.18 - $309.22 $9.49K - $10.8K
910 $256K
CSCO
Cisco Systems, Inc.

Technology
207
+ 4.1%
$66.2 - $71.79 $13.7K - $14.9K
5.25K $359K
CEG
Constellation Energy Corp

Utilities
16
+ 2.22%
$298.82 - $354.89 $4.78K - $5.68K
738 $242K
Calamos ETF Tr
438K
New
N/A
438K $0
Calamos ETF Tr
11.3K
New
N/A
11.3K $0
Arista Networks Inc
75
+ 2.42%
N/A
3.18K $0
Reddit Inc
875
New
N/A
875 $0
Ishares Tr
12.1K
+ 67.88%
N/A
29.8K $0
Ishares Tr
31.2K
New
N/A
31.2K $0
Ishares Tr
401K
New
N/A
401K $0
Vanguard Instl Index Fd
49.1K
New
N/A
49.1K $0
Innovator Etfs Trust
8.1K
New
N/A
8.1K $0
PDEC
Innovator U.S. Equity Power Bu
8.33K
+ 18.85%
N/A
52.5K $0
KOCT
Innovator Laddered Fund Of U.S
41.1K
New
N/A
41.1K $0
XSEP
Frst Tr Ex Trd Viii Cboe Vest
4.82K
New
N/A
4.82K $0
CB
Chubb LTD

Financial Services
17
+ 2.3%
$265.99 - $289.59 $4.52K - $4.92K
756 $213K
IRM
Iron Mountain Inc

Real Estate
11
+ 0.29%
$89.46 - $104.46 $984 - $1.15K
3.79K $386K
ABT
Abbott Laboratories

Healthcare
13
+ 0.59%
$120.51 - $136.62 $1.57K - $1.78K
2.23K $299K
V
Visa Inc.

Financial Services
111
+ 3.23%
$332.09 - $358.86 $36.9K - $39.8K
3.54K $1.21M
BSX
Boston Scientific Corp

Healthcare
100
+ 4.68%
$97.03 - $108.14 $9.7K - $10.8K
2.24K $218K
ISRG
Intuitive Surgical Inc

Healthcare
61
+ 14.35%
$433.66 - $544.47 $26.5K - $33.2K
486 $217K
PG
Procter & Gamble CO

Consumer Defensive
4
+ 0.14%
$150.47 - $161.22 $602 - $645
2.77K $424K
HON
Honeywell International Inc

Industrials
47
+ 3.48%
$207.7 - $240.4 $9.76K - $11.3K
1.4K $294K
INTU
Intuit Inc

Technology
10
+ 2.77%
$646.03 - $807.39 $6.46K - $8.07K
371 $253K
NOW
Service Now, Inc.

Technology
8
+ 2.0%
$850.86 - $1044.69 $6.81K - $8.36K
409 $376K
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 1.07%
$915.95 - $994.57 $11.9K - $12.9K
1.23K $1.14M
NFLX
Netflix Inc

Communication Services
13
+ 0.87%
$1147.87 - $1297.18 $14.9K - $16.9K
1.51K $1.81M
Activity Summary
Buys All Purchases 85 New Holdings 20 Increased Positions 65 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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