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CIK: 0001845698
Total reported value
$393.0M
$393.0M
108 檔
22.1%
In Q1 2024, Crown Wealth Group, LLC's U.S. equity holdings reached a combined market value of $393.0M, distributed across 108 disclosed stock positions.
During Q1 2024, Crown Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 17.10% | +0.18% | -0.75% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 8.53% | +0.28% | +4.05% | |
| 3 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 7.24% | -0.15% | +9.44% | |
| 4 | BALT | Inn Defined Wealth Shield | ETF-Other | 6.92% | -0.67% | +11.15% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 5.06% | -2.20% | +4.10% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.82% | -0.21% | +5.35% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.76% | -0.06% | +0.17% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.39% | +0.94% | -1.63% | |
| 9 | VOX | Vanguard Communication Servi | ETF-Other | 3.01% | -0.04% | +3.27% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.65% | +0.22% | +7.67% | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.43% | +0.06% | +11.54% | |
| 12 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.10% | — | +7.57% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.90% | — | +18.47% | |
| 14 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.80% | +1.10% | +9.54% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.03% | +28.71% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.51% | +0.02% | +4.47% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | +0.12% | -1.78% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.11% | -1.67% | |
| 19 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.93% | -0.02% | +36.25% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.90% | +0.14% | -25.20% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.12% | +10.41% | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.76% | -0.11% | — | |
| 23 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.74% | -0.01% | +65.65% | |
| 24 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.74% | +0.16% | +129.54% | |
| 25 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.16% | +1.86% | |
| 26 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.63% | +0.04% | +142.60% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.60% | — | -6.91% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.01% | +19.60% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.09% | +13.27% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.02% | +3.51% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.09% | +26.05% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.07% | +128.29% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.42% | -0.18% | +1.99% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.09% | +15.04% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.08% | -0.94% | |
| 36 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.38% | -0.01% | -13.04% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.01% | +25.22% | |
| 38 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.36% | — | -5.75% | |
| 39 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.36% | — | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.35% | — | +23.25% | |
| 41 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.34% | — | -24.98% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.33% | -0.07% | +6.21% | |
| 43 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.32% | — | -21.46% | |
| 44 | EPI | Wisdomtree India Earnings | ETF-Other | 0.30% | — | — | |
| 45 | XJAN | Ft Vest Enh Mod Buff - Jan | ETF-Other | 0.27% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.26% | — | — | |
| 47 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.05% | -6.15% | |
| 48 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.25% | — | -39.44% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.06% | +52.22% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.05% | -2.42% |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M across 108 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFUS, BJAN) accounted for 22.1% of total reported equity market value during Q1 2024.
During Q1 2024, Crown Wealth Group, LLC's top holdings by market value included SPYM (17.1%)、DFUS (8.5%)、BJAN (7.2%). The largest single position, SPYM, represented 17.1% of total portfolio value.
In Q1 2024, Crown Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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