Crown Wealth Group, LLC Portfolio Holdings

Crown Wealth Group, LLC

  • $221 Million
  • Q4 2024

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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$160M
$201,000 0.09% of portfolio
15,991
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $221 Million
  • Prior Value $211 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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