Crown Wealth Group, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $221 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Equity with a value of $31.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $27.1M, Innovator Etfs Tr with a value of $20M, Innovator U.S. Equity Buffer E with a value of $16.1M, and Ishares Msci Usa Quality Facto with a value of $10.8M.
Examining the 13F form we can see an increase of $10.2M in the current position value, from $211M to 221M.
Below you can find more details about Crown Wealth Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$221 Million
ETFs: $142 Million
Technology: $26.9 Million
Communication Services: $9.08 Million
Financial Services: $6.61 Million
Consumer Cyclical: $6.48 Million
Healthcare: $4.27 Million
Consumer Defensive: $1.9 Million
Industrials: $1.37 Million
Other: $1.59 Million
Stock Holdings Table Market Cap. of $200 Billions or more
