Crown Wealth Group, LLC Portfolio Holdings
Q3 2025•121 long positions•$305.7M portfolio value
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Holding133 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $45.3M 14.81% | +$3.2M Bought | — 625.2K shares | 581.4K → 625.2K +$3.2M | +7.55% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $37.8M 12.36% | +$3.9M Bought | — 482.3K shares | 433.0K → 482.3K +$3.9M | +11.39% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $28.9M 9.45% | +$3.8M Bought | — 880.1K shares | 764.3K → 880.1K +$3.8M | +15.14% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $14.3M 4.69% | +$5.5M Bought | — 29.9K shares | 18.4K → 29.9K +$5.5M | +62.53% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $13.2M 4.31% | +$2.3M Bought | — 130.8K shares | 108.2K → 130.8K +$2.3M | +20.83% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $11.8M 3.85% | +$196.8K Bought | 0.0% 22.7K shares | 22.3K → 22.7K +$196.8K | +1.7% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.7M 3.49% | +$837.7K Bought | — 54.5K shares | 50.2K → 54.5K +$837.7K | +8.51% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.4M 3.41% | -$1.4M Sold | — 53.7K shares | 60.8K → 53.7K −$1.4M | -11.76% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $8.1M 2.65% | +$632.1K Bought | 0.0% 43.4K shares | 40.0K → 43.4K +$632.1K | +8.46% | $4.54T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $8.0M 2.62% | +$899.1K Bought | — 24.5K shares | 21.8K → 24.5K +$899.1K | +12.66% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.0M 2.61% | +$468.5K Bought | — 211.7K shares | 199.3K → 211.7K +$468.5K | +6.23% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $7.5M 2.45% | +$334.8K Bought | 0.0% 29.4K shares | 28.1K → 29.4K +$334.8K | +4.68% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.9M 2.27% | +$827.7K Bought | — 37.0K shares | 32.6K → 37.0K +$827.7K | +13.52% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.9M 1.59% | +$142.0K Bought | — 91.8K shares | 89.1K → 91.8K +$142.0K | +3.01% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $4.7M 1.54% | +$538.2K Bought | 0.0% 21.5K shares | 19.0K → 21.5K +$538.2K | +12.88% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $4.7M 1.53% | +$181.1K Bought | 0.0% 19.2K shares | 18.5K → 19.2K +$181.1K | +4.03% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
Residential Construction Consumer Cyclical | $3.9M 1.26% | +$3.9M New | 0.589% 140.5K shares | 0 → 140.5K +$3.9M | New | $656.6M Small Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $3.7M 1.2% | -$1.4M Sold | 0.0% 7.3K shares | 10.0K → 7.3K −$1.4M | -27.25% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.5M 1.13% | -$2.6M Sold | — 98.2K shares | 173.2K → 98.2K −$2.6M | -43.32% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $2.8M 0.915% | +$355.5K Bought | 0.0% 3.8K shares | 3.3K → 3.8K +$355.5K | +14.56% | $1.84T Mega Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $2.7M 0.868% | — | 0.002% 3.8K shares | — | — | $143.63B Large Cap | Q1 2022 Held for 3y 8m | |
Drug Manufacturers - General Healthcare | $2.4M 0.769% | -$103.8K Sold | 0.0% 3.1K shares | 3.2K → 3.1K −$103.8K | -4.23% | $684.00B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.2M 0.721% | +$349.8K Bought | — 52.5K shares | 44.2K → 52.5K +$349.8K | +18.85% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.0M 0.661% | +$145.2K Bought | — 3.0K shares | 2.8K → 3.0K +$145.2K | +7.74% | — — | Q3 2023 Held for 2y 2m | |
Internet Content & Information Communication Services | $2.0M 0.656% | +$498.3K Bought | 0.0% 8.2K shares | 6.2K → 8.2K +$498.3K | +33.04% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
Auto - Manufacturers Consumer Cyclical | $2.0M 0.644% | +$273.1K Bought | 0.0% 4.4K shares | 3.8K → 4.4K +$273.1K | +16.11% | $1.48T Mega Cap | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $2.0M 0.641% | +$169.2K Bought | 0.0% 5.9K shares | 5.4K → 5.9K +$169.2K | +9.45% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 0.63% | — | — 36.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Entertainment Communication Services | $1.8M 0.591% | +$15.6K Bought | 0.0% 1.5K shares | 1.5K → 1.5K +$15.6K | +0.87% | $509.45B Mega Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $1.5M 0.503% | +$172.5K Bought | 0.0% 4.9K shares | 4.3K → 4.9K +$172.5K | +12.65% | $867.35B Mega Cap | Q1 2022 Held for 3y 8m | |
Insurance - Diversified Financial Services | $1.5M 0.493% | -$754.2K Sold | 0.0% 2.0 shares | 3.0 → 2.0 −$754.2K | -33.33% | $1.08T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.493% | +$177.5K Bought | — 3.7K shares | 3.3K → 3.7K +$177.5K | +13.36% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.4M 0.465% | +$11.4K Bought | — 2.1K shares | 2.1K → 2.1K +$11.4K | +0.81% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.444% | +$1.4M New | — 41.1K shares | 0 → 41.1K +$1.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.3M 0.425% | — | — 28.4K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Banks - Regional Financial Services | $1.2M 0.402% | — | 0.023% 33.0K shares | — | — | $5.3B Mid Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $1.2M 0.396% | +$37.9K Bought | 0.0% 3.5K shares | 3.4K → 3.5K +$37.9K | +3.23% | $662.60B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.2M 0.382% | +$108.4K Bought | — 1.9K shares | 1.7K → 1.9K +$108.4K | +10.23% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.381% | -$57.2K Sold | — 8.0K shares | 8.4K → 8.0K −$57.2K | -4.69% | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $1.1M 0.372% | +$12.0K Bought | 0.0% 1.2K shares | 1.2K → 1.2K +$12.0K | +1.07% | $410.27B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.1M 0.348% | -$664.2K Sold | — 21.3K shares | 34.5K → 21.3K −$664.2K | -38.46% | — — | Q4 2023 Held for 1y 11m | |
Discount Stores Consumer Defensive | $1.0M 0.334% | +$323.7K Bought | 0.0% 9.9K shares | 6.8K → 9.9K +$323.7K | +46.34% | $821.68B Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.0M 0.327% | -$55.8K Sold | — 13.2K shares | 13.9K → 13.2K −$55.8K | -5.28% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $959.4K 0.314% | -$45.0K Sold | — 25.0K shares | 26.2K → 25.0K −$45.0K | -4.48% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $939.4K 0.307% | -$21.8K Sold | — 33.6K shares | 34.4K → 33.6K −$21.8K | -2.27% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $881.4K 0.288% | +$100.6K Bought | — 29.8K shares | 26.4K → 29.8K +$100.6K | +12.88% | — — | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $876.4K 0.287% | +$876.4K New | — 31.2K shares | 0 → 31.2K +$876.4K | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $762.3K 0.249% | +$3.1K Bought | 0.0% 9.1K shares | 9.1K → 9.1K +$3.1K | +0.41% | $268.51B Mega Cap | Q4 2023 Held for 1y 11m | |
Software - Infrastructure Technology | $741.9K 0.243% | +$98.6K Bought | 0.001% 1.5K shares | 1.3K → 1.5K +$98.6K | +15.32% | $123.06B Large Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $699.8K 0.229% | -$6.0K Sold | — 17.0K shares | 17.2K → 17.0K −$6.0K | -0.84% | — — | Q4 2022 Held for 2y 11m |
