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CIK: 0001845698
Total reported value
$393.0M
$393.0M
113 檔
26.9%
As reported in its official Q4 2024 Form 13F filing, Crown Wealth Group, LLC's tracked investment portfolio stood at $393.0M with 113 total positions.
Crown Wealth Group, LLC executed strategic sector rebalancing during Q4 2024, establishing 9 new positions while fully exiting 11 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.87% | +0.28% | +27.32% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.01% | +0.18% | -13.12% | |
| 3 | BALT | Inn Defined Wealth Shield | ETF-Other | 8.14% | -0.67% | +2.76% | |
| 4 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 6.53% | -0.15% | -1.18% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.40% | -2.20% | +0.63% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.21% | -0.02% | |
| 7 | ZALT | Innovator US Eq 10 Buffer | ETF-Other | 3.43% | — | +7.39% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.02% | +0.22% | +1.95% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.95% | +0.14% | +242.43% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.66% | -0.06% | -13.88% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.45% | -0.95% | +205.80% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.36% | +0.94% | +15.33% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.10% | +0.03% | +0.44% | |
| 14 | CPSL | Calm Lad S&p 500 Str A P ETF | ETF-Large Cap & Growth | 1.81% | — | — | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.71% | — | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.66% | — | +2.14% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.12% | +1.50% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.35% | +1.10% | +2.67% | |
| 19 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.27% | — | -41.88% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.11% | +1.78% | |
| 21 | EPI | Wisdomtree India Earnings | ETF-Other | 0.92% | — | -33.04% | |
| 22 | SMAX | Ishares L Cap Mb Sep ETF | ETF-Other | 0.87% | -0.01% | — | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.81% | +0.16% | +106.82% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.02% | +107.26% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.05% | +317.16% | |
| 26 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.72% | -0.02% | -0.71% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.08% | +3.18% | |
| 28 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.69% | -0.11% | -5.00% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.12% | +1.02% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.09% | +5.84% | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.53% | +0.04% | +10.93% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.49% | — | -5.23% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.18% | +0.38% | |
| 34 | AAPR | Ino Eq Po ETF 2yr Ap2028-usd | ETF-Other | 0.46% | -0.03% | -5.71% | |
| 35 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.45% | -0.16% | +0.20% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.07% | +94.42% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | -0.01% | +1.39% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.09% | +2.47% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.09% | +1.80% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | -0.02% | -0.85% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.36% | +0.05% | +3.45% | |
| 42 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.36% | +0.06% | -0.09% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.04% | -52.98% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.34% | — | -12.17% | |
| 45 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.34% | -0.01% | -28.76% | |
| 46 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.01% | -0.09% | |
| 47 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.29% | -0.22% | -62.49% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.29% | — | — | |
| 49 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.27% | — | — | |
| 50 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.27% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +2.3% | +27.32% | Add |
| 2 | VUG | Vanguard Growth ETF | +2.1% | +242.43% | Add |
| 3 | CPSL | Calm Lad S&p 500 Str A P ETF | +1.8% | NEW | New buy |
| 4 | VFH | Vanguard Financials ETF | +1.7% | NEW | New buy |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +1.6% | +205.80% | Add |
| 6 | SMAX | Ishares L Cap Mb Sep ETF | +0.9% | NEW | New buy |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +317.16% | Add |
| 8 | MINT | Pimco Enhanced Short Maturit | +0.4% | +106.82% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.4% | +107.26% | Add |
| 10 | MDY | State Street Spdr S&p Midcap | +0.3% | NEW | New buy |
| 11 | IYW | Ishares Ustechnology ETF | +0.3% | +15.33% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +3.18% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +94.42% | Add |
| 14 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.2% | +2.14% | Add |
| 16 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 17 | SPHD | Invesco S&p 500 High Dividen | +0.1% | NEW | New buy |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.50% | Add |
| 19 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 20 | ZALT | Innovator US Eq 10 Buffer | +0.1% | +7.39% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | +0.44% | Add |
| 22 | AVGO | Broadcom Inc | +0.1% | +3.45% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | New buy |
| 24 | AAPL | Apple Inc | +0.1% | +1.95% | Add |
| 25 | NFLX | Netflix Inc | +0.1% | +0.38% | Add |
| 26 | SPOT | Spotify Technology S.A. | +0.1% | -5.00% | Trim |
| 27 | BSX | Boston Scientific CORP | -0.1% | EXIT | Sold out |
| 28 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | EXIT | Sold out |
| 29 | DUK | Duke Energy CORP | -0.1% | EXIT | Sold out |
| 30 | CI | THE Cigna Group | -0.1% | EXIT | Sold out |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | EXIT | Sold out |
| 32 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 33 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 34 | BALT | Inn Defined Wealth Shield | -0.2% | +2.76% | Add |
| 35 | TBIL | F/m US Treasury 3 Month Bill | -0.2% | -28.76% | Trim |
| 36 | LLY | Eli Lilly & Co | -0.2% | +1.78% | Add |
| 37 | MUNI | Pimco Intermediate Municipal | -0.3% | -56.81% | Trim |
| 38 | CEF | Sprott Physical Gold And Sil | -0.3% | -52.41% | Trim |
| 39 | CRM | Salesforce Inc | -0.3% | -52.98% | Trim |
| 40 | BJAN | Innovator U.s. Equity Buffer | -0.3% | -1.18% | Trim |
| 41 | MINO | Pimco Municipal Income Oppor | -0.4% | EXIT | Sold out |
| 42 | GDX | Vaneck Gold Miners ETF | -0.4% | EXIT | Sold out |
| 43 | PYLD | Pimco Multisector Bond Actv | -0.6% | -62.49% | Trim |
| 44 | DUHP | Dimensional US High Profi Et | -0.7% | -13.88% | Trim |
| 45 | EPI | Wisdomtree India Earnings | -0.7% | -33.04% | Trim |
| 46 | ITB | Ishares U.s. Home Constructi | -1% | EXIT | Sold out |
| 47 | DFCF | Dimensional Core Fixed Inc | -1.2% | -41.88% | Trim |
| 48 | VPU | Vanguard Utilities ETF | -1.2% | EXIT | Sold out |
| 49 | VTV | Vanguard Value ETF | -1.9% | -92.36% | Trim |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -2.3% | -13.12% | 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 113 disclosed positions in Q4 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 DFUS, SPYM, BALT) accounted for 26.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
CPSL
市值: $4.4M
Top Position Liquidated / Trimmed
VPU
前期市值: $2.8M
During Q4 2024, Crown Wealth Group, LLC's top holdings by market value included DFUS (12.9%)、SPYM (11.0%)、BALT (8.1%). The largest single position, DFUS, represented 12.9% of total portfolio value.
In Q4 2024, Crown Wealth Group, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 11 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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