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CIK: 0001845698
Total reported value
$393.0M
$393.0M
114 檔
25.6%
At the close of Q3 2024, Crown Wealth Group, LLC disclosed equity holdings valued at approximately $393.0M, spread across 114 reported holdings.
In Q3 2024, Crown Wealth Group, LLC displayed an active expansion posture, initiating 16 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | 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 | 13.26% | +0.18% | +3.39% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 10.54% | +0.28% | +3.49% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 8.31% | -0.67% | +125.14% | |
| 4 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 6.86% | -0.15% | +3.93% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.70% | -2.20% | +3.81% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.19% | -0.21% | -0.45% | |
| 7 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 3.35% | — | — | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.32% | -0.06% | +11.23% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.95% | +0.22% | +0.21% | |
| 10 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 2.44% | — | +118.49% | |
| 11 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.08% | +0.94% | -31.25% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.03% | -39.92% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 2.01% | -0.01% | — | |
| 14 | EPI | Wisdomtree India Earnings | ETF-Other | 1.64% | — | +25.04% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | — | -0.94% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.43% | +1.10% | -20.74% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.38% | +0.12% | +0.99% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-Other | 1.20% | — | — | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.17% | +0.11% | -6.32% | |
| 20 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.96% | — | — | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.86% | +0.14% | +2.32% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.86% | -0.95% | +63.03% | |
| 23 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.85% | -0.22% | — | |
| 24 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.74% | -0.02% | -10.68% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.12% | +2.90% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.66% | -0.04% | -2.94% | |
| 27 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.64% | -0.11% | -20.00% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.09% | +1.33% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.54% | — | -2.72% | |
| 30 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.52% | -0.03% | — | |
| 31 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.51% | -0.04% | +416.59% | |
| 32 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.51% | -0.01% | +1.91% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.48% | +0.04% | -18.13% | |
| 34 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.16% | -9.35% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.08% | -1.01% | |
| 36 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.45% | — | +160.81% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.42% | — | — | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.42% | +0.16% | -30.51% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.09% | -0.56% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.01% | -0.32% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.40% | — | — | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.40% | -0.18% | -0.46% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.39% | +0.09% | -3.48% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.38% | -0.02% | -4.48% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.02% | -72.04% | |
| 46 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.36% | +0.06% | -76.46% | |
| 47 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.35% | — | +42.02% | |
| 48 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.32% | -0.01% | -2.24% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.07% | -0.61% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.29% | — | +2.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BALT | Inn Defined Wealth Shield | +4.2% | +125.14% | Add |
| 2 | ZALT | Innovator US Eq 10 Buffer | +3.4% | NEW | New buy |
| 3 | VTV | Vanguard Value ETF | +2% | NEW | New buy |
| 4 | DFCF | Dimensional Core Fixed Inc | +1.2% | +118.49% | Add |
| 5 | VPU | Vanguard Utilities ETF | +1.2% | NEW | New buy |
| 6 | ITB | Ishares U.s. Home Constructi | +1% | NEW | New buy |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.9% | NEW | New buy |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | +0.4% | NEW | New buy |
| 9 | CEF | Sprott Physical Gold And Sil | +0.4% | +416.59% | Add |
| 10 | GDX | Vaneck Gold Miners ETF | +0.4% | NEW | New buy |
| 11 | KJAN | Innovator U.s. Small Cap Pow | +0.3% | NEW | New buy |
| 12 | MUNI | Pimco Intermediate Municipal | +0.3% | +160.81% | Add |
| 13 | KAUG | Inv US Sml Cap Pb ETF - Aug | +0.3% | NEW | New buy |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +63.03% | Add |
| 15 | FJUL | Ft Vest US Equity Buffer ETF | +0.2% | NEW | New buy |
| 16 | EPI | Wisdomtree India Earnings | +0.2% | +25.04% | Add |
| 17 | CPRJ | Calamos Russ 2000 Str Al-jul | +0.2% | NEW | New buy |
| 18 | DUHP | Dimensional US High Profi Et | +0.1% | +11.23% | Add |
| 19 | PHYS | Sprott Physical Gold Trust | +0.1% | +107.03% | Add |
| 20 | BSX | Boston Scientific CORP | +0.1% | NEW | New buy |
| 21 | DUK | Duke Energy CORP | +0.1% | NEW | New buy |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 24 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 25 | MINO | Pimco Municipal Income Oppor | +0.1% | +42.02% | Add |
| 26 | TSLA | Tesla Inc | +0.1% | -1.01% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.90% | Add |
| 28 | AAPL | Apple Inc | -0.1% | +0.21% | Add |
| 29 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 30 | RSP | Invesco S&p 500 Equal Weight | -0.1% | EXIT | Sold out |
| 31 | XLV | Ss Health Care Select Sector | -0.2% | EXIT | Sold out |
| 32 | ASML | ASML Holding N.V. | -0.2% | EXIT | Sold out |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | EXIT | Sold out |
| 34 | MGK | Vanguard Mega Cap Growth ETF | -0.2% | -18.13% | Trim |
| 35 | QUAL | Ishares Msci USA Quality Fac | -0.3% | +3.81% | Add |
| 36 | MINT | Pimco Enhanced Short Maturit | -0.3% | -30.51% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.3% | -6.32% | Trim |
| 38 | GJUN | Ft Vest US Equity Moderate B | -0.3% | EXIT | Sold out |
| 39 | FEZ | State Street Spdr Euro Stoxx | -0.3% | EXIT | Sold out |
| 40 | GOOGL | Alphabet Inc-cl A | -0.4% | +0.99% | Add |
| 41 | BJAN | Innovator U.s. Equity Buffer | -0.5% | +3.93% | Add |
| 42 | DFUS | Dimensional US Eq Mkt ETF | -0.5% | +3.49% | Add |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.7% | +3.39% | Add |
| 44 | SMH | Vaneck Semiconductor ETF | -0.8% | -20.74% | Trim |
| 45 | MSFT | Microsoft CORP | -0.8% | -0.45% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -1.1% | -72.04% | Trim |
| 47 | CIBR | First Trust Nasdaq Cybersecu | -1.3% | -76.46% | Trim |
| 48 | IYW | Ishares Ustechnology ETF | -1.4% | -31.25% | Trim |
| 49 | NVDA | Nvidia CORP | -1.9% | -39.92% | Trim |
| 50 | VOX | Vanguard Communication Servi | -2.8% | -94.79% | Trim |
According to official SEC Form 13F filings, Crown Wealth Group, LLC reported a total U.S. public equity portfolio value of $393.0M across 114 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DFUS, BALT) accounted for 25.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
ZALT
市值: $7.7M
Top Position Liquidated / Trimmed
GJUN
前期市值: $648.7K
During Q3 2024, Crown Wealth Group, LLC's top holdings by market value included SPYM (13.3%)、DFUS (10.5%)、BALT (8.3%). The largest single position, SPYM, represented 13.3% of total portfolio value.
In Q3 2024, Crown Wealth Group, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 16 positions, trimming 11 holdings, and fully liquidating 7 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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