Crown Wealth Group, LLC Top Holdings and 13F Report (2024) → The Overlooked Retirement Asset You Probably Don’t Own (From Crypto 101 Media) (Ad) About Crown Wealth Group, LLCInvestment ActivityCrown Wealth Group, LLC has $194.00 million in total holdings as of March 31, 2024.Crown Wealth Group, LLC owns shares of 108 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 10.11% of the portfolio was purchased this quarter.About 3.31% of the portfolio was sold this quarter.This quarter, Crown Wealth Group, LLC has purchased 98 new stocks and bought additional shares in 55 stocks.Crown Wealth Group, LLC sold shares of 22 stocks and completely divested from 13 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $33,180,005Dimensional U.S. Equity ETF $16,550,660Innovator U.S. Equity Buffer ETF - January $14,052,317Innovator Defined Wealth Shield ETF $13,431,042iShares MSCI USA Quality Factor ETF $9,822,810 Largest New Holdings this Quarter PIMCO Municipal Income Opportunities Active Exchange-Traded Fund $694,144 HoldingWisdomTree India Earnings Fund $582,963 HoldingFIRST TR EXCHNG TRADED FD VI $515,919 HoldingVanguard FTSE Developed Markets ETF $496,181 HoldingJohnson & Johnson $311,296 Holding Largest Purchases this Quarter Innovator Defined Wealth Shield ETF 46,058 shares (about $1.35M)Innovator U.S. Equity Buffer ETF - January 27,846 shares (about $1.21M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 8,051 shares (about $809.44K)NVIDIA 800 shares (about $722.85K)Vanguard Mega Cap Growth ETF 2,497 shares (about $715.60K) Largest Sales this Quarter Vanguard Growth ETF 1,700 shares (about $585.14K)Pacer US Cash Cows 100 ETF 5,422 shares (about $315.07K)Innovator U.S. Equity Power Buffer ETF - December 8,552 shares (about $312.98K)SPDR Portfolio S&P 500 ETF 4,091 shares (about $251.72K)Innovator U.S. Equity Power Buffer ETF - May 7,641 shares (about $248.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrown Wealth Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$33,180,005$251,719 ▼-0.8%539,24917.1%ETFDFUSDimensional U.S. Equity ETF$16,550,660$644,160 ▲4.0%290,4648.5%ETFBJANInnovator U.S. Equity Buffer ETF - January$14,052,317$1,212,415 ▲9.4%322,7457.2%ETFBALTInnovator Defined Wealth Shield ETF$13,431,042$1,347,657 ▲11.2%459,0246.9%ETFQUALiShares MSCI USA Quality Factor ETF$9,822,810$386,713 ▲4.1%59,7685.1%ETFMSFTMicrosoft$9,351,158$474,563 ▲5.3%22,2274.8%Computer and TechnologyDUHPDimensional US High Profitability ETF$7,300,739$12,043 ▲0.2%230,9633.8%ETFIYWiShares U.S. Technology ETF$6,571,899$108,994 ▼-1.6%48,6593.4%ManufacturingVOXVanguard Communication Services ETF$5,832,058$184,889 ▲3.3%44,4453.0%ETFAAPLApple$5,143,954$366,458 ▲7.7%29,9972.7%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$4,722,025$488,505 ▲11.5%83,7392.4%ManufacturingDFCFDimensional Core Fixed Income ETF$4,075,138$286,853 ▲7.6%97,1432.1%ETFAMZNAmazon.com$3,693,822$575,953 ▲18.5%20,4781.9%Retail/WholesaleSMHVanEck Semiconductor ETF$3,499,087$304,640 ▲9.5%15,5521.8%ManufacturingNVDANVIDIA$3,240,166$722,848 ▲28.7%3,5861.7%Computer and TechnologyIVViShares Core S&P 500 ETF$2,922,620$125,127 ▲4.5%5,5591.5%ETFGOOGLAlphabet$2,877,631$52,222 ▼-1.8%19,0661.5%Computer and TechnologyLLYEli Lilly and Company$2,421,294$41,237 ▼-1.7%3,1121.2%MedicalNJANInnovator Growth-100 Power Buffer ETF - January$1,799,113$478,639 ▲36.2%41,2830.9%ETFVUGVanguard Growth ETF$1,737,169$585,137 ▼-25.2%5,0470.9%ETFBRK.BBerkshire Hathaway$1,659,792$156,433 ▲10.4%3,9470.9%FinanceSPOTSpotify Technology$1,467,2840.0%5,5600.8%Business ServicesTBILUS Treasury 3 Month Bill ETF$1,435,354$568,838 ▲65.6%28,6900.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,434,282$809,435 ▲129.5%14,2660.7%ETFPJANInnovator U.S. Equity Power Buffer ETF - January$1,260,202$23,036 ▲1.9%32,2220.6%ETFMGKVanguard Mega Cap Growth ETF$1,217,409$715,600 ▲142.6%4,2480.6%ETFESGUiShares ESG Aware MSCI USA ETF$1,164,142$86,446 ▼-6.9%10,1270.6%ManufacturingVVisa$960,562$157,396 ▲19.6%3,4420.5%Business ServicesMETAMeta Platforms$916,470$107,334 ▲13.3%1,8870.5%Computer and TechnologyJPMJPMorgan Chase & Co.$908,740$30,845 ▲3.5%4,5370.5%FinanceGOOGAlphabet$866,512$179,058 ▲26.0%5,6910.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$835,972$469,777 ▲128.3%1,5980.4%FinanceNFLXNetflix$810,786$15,791 ▲2.0%1,3350.4%Consumer DiscretionaryCOSTCostco Wholesale$784,647$102,568 ▲15.0%1,0710.4%Retail/WholesaleTSLATesla$739,373$7,032 ▼-0.9%4,2060.4%Auto/Tires/TrucksPNOVInnovator U.S. Equity Power Buffer ETF - November$738,871$110,809 ▼-13.0%20,7840.4%ETFMRKMerck & Co., Inc.$716,130$144,229 ▲25.2%5,4270.4%MedicalKJULInnovator U.S. Small Cap Power Buffer ETF - July$696,244$42,457 ▼-5.7%24,7950.4%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$694,144$694,144 ▲New Holding15,2120.4%ETFADBEAdobe$684,742$129,178 ▲23.3%1,3570.4%Computer and TechnologyGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$662,363$220,610 ▼-25.0%19,8550.3%ETFXOMExxon Mobil$636,164$37,196 ▲6.2%5,4730.3%Oils/EnergyPAUGInnovator U.S. Equity Power Buffer ETF - August$614,480$167,878 ▼-21.5%17,3680.3%ETFEPIWisdomTree India Earnings Fund$582,963$582,963 ▲New Holding13,3830.3%FinanceFIRST TR EXCHNG TRADED FD VI$515,919$515,919 ▲New Holding16,2420.3%FT VEST US EQT EVEAVanguard FTSE Developed Markets ETF$496,181$496,181 ▲New Holding9,8900.3%ETFAVGOBroadcom$485,100$31,810 ▼-6.2%3660.3%Computer and TechnologyPDECInnovator U.S. Equity Power Buffer ETF - December$480,529$312,984 ▼-39.4%13,1300.2%ETFCVXChevron$448,770$153,954 ▲52.2%2,8450.2%Oils/EnergyQQQInvesco QQQ$447,118$11,100 ▼-2.4%1,0070.2%FinanceCOWZPacer US Cash Cows 100 ETF$446,511$315,068 ▼-41.4%7,6840.2%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$442,960$248,106 ▼-35.9%13,6420.2%ETFHDHome Depot$428,197$126,234 ▲41.8%1,1160.2%Retail/WholesalePGProcter & Gamble$421,411$87,625 ▲26.3%2,5970.2%Consumer StaplesWFCWells Fargo & Company$416,964$114,123 ▲37.7%7,1940.2%FinanceJJacobs Solutions$416,6080.0%2,7100.2%Business ServicesVOOVanguard S&P 500 ETF$411,151$177,925 ▲76.3%8550.2%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF$403,7900.0%10,9000.2%ETFCRMSalesforce$381,595$125,893 ▲49.2%1,2670.2%Computer and TechnologyIRMIron Mountain$364,394$12,272 ▲3.5%4,5430.2%FinanceFDNFirst Trust Dow Jones Internet Index Fund$362,8040.0%1,7690.2%ETFMAMastercard$361,659$104,019 ▲40.4%7510.2%Business ServicesNOWServiceNow$346,130$125,034 ▲56.6%4540.2%Computer and TechnologyABBVAbbVie$337,613$99,244 ▲41.6%1,8540.2%MedicalUNHUnitedHealth Group$337,228$14,834 ▲4.6%6820.2%MedicalWMTWalmart$334,338$229,470 ▲218.8%5,5570.2%Retail/WholesaleCRWDCrowdStrike$331,490$75,018 ▲29.3%1,0340.2%Computer and TechnologyINNOVATOR ETFS TRUST$317,920$144,533 ▼-31.3%11,8450.2%INTERNATIONAL DEJNJJohnson & Johnson$311,296$311,296 ▲New Holding1,9680.2%MedicalSHWSherwin-Williams$305,998$6,599 ▲2.2%8810.2%ConstructionXLVHealth Care Select Sector SPDR Fund$304,915$20,239 ▼-6.2%2,0640.2%ETFCATCaterpillar$304,870$13,191 ▲4.5%8320.2%Industrial ProductsIWOiShares Russell 2000 Growth ETF$295,443$295,443 ▲New Holding1,0910.2%ETFAMDAdvanced Micro Devices$292,935$292,935 ▲New Holding1,6230.2%Computer and TechnologyARM HOLDINGS PLC$275,478$275,478 ▲New Holding2,2040.1%SPONSORED ADRIJRiShares Core S&P Small-Cap ETF$274,642$274,642 ▲New Holding2,4850.1%ETFHONHoneywell International$274,419$14,573 ▲5.6%1,3370.1%Multi-Sector ConglomeratesCSCOCisco Systems$274,355$24,156 ▲9.7%5,4970.1%Computer and TechnologyCLBKColumbia Financial$266,7550.0%15,5000.1%FinanceLOWLowe's Companies$256,513$14,265 ▲5.9%1,0070.1%Retail/WholesaleNVONovo Nordisk A/S$253,205$253,205 ▲New Holding1,9720.1%MedicalINTCIntel$250,621$4,373 ▲1.8%5,6740.1%Computer and TechnologyABTAbbott Laboratories$248,347$26,369 ▲11.9%2,1850.1%MedicalITWIllinois Tool Works$247,132$7,245 ▲3.0%9210.1%Industrial ProductsVGTVanguard Information Technology ETF$246,4400.0%4700.1%ETFETNEaton$242,327$242,327 ▲New Holding7750.1%Industrial ProductsINTUIntuit$241,800$11,700 ▲5.1%3720.1%Computer and TechnologyTTDTrade Desk$240,143$240,143 ▲New Holding2,7470.1%Computer and TechnologyCIThe Cigna Group$238,253$238,253 ▲New Holding6560.1%MedicalAMGNAmgen$235,701$12,794 ▲5.7%8290.1%MedicalACNAccenture$233,962$24,263 ▲11.6%6750.1%Business ServicesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$232,480$232,480 ▲New Holding4,4310.1%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$231,609$48,148 ▼-17.2%6,2920.1%TransportationVGKVanguard FTSE Europe ETF$231,582$231,582 ▲New Holding3,4390.1%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$229,028$123,150 ▼-35.0%6,3250.1%ETFCBChubb$225,140$225,140 ▲New Holding8690.1%FinanceANETArista Networks$223,575$223,575 ▲New Holding7710.1%Computer and TechnologyBABoeing$219,044$181,411 ▼-45.3%1,1350.1%AerospaceFIRST TR EXCHNG TRADED FD VI$217,8190.0%6,5500.1%FT VEST U.SSPROTT PHYSICAL SILVER TR$215,275$41,450 ▲23.8%25,9680.1%TR UNITShowing largest 100 holdings. 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