Crown Wealth Group, LLC Q1 2025 Filing
Filed April 25, 2025
Portfolio Value
$192.8B
Holdings
108
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (108 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFUSDIMENSIONAL ETF TRUST | 434,929 | $26.3B | 13.64% | |
| 2 | SPYMSPDR SER TR | 348,323 | $22.9B | 11.88% | |
| 3 | DDTOINNOVATOR ETFS TRUST | 712,329 | $22.4B | 11.59% | |
| 4 | QUALISHARES TR | 54,598 | $9.3B | 4.84% | |
| 5 | MSFTMICROSOFT CORP | 22,276 | $8.4B | 4.34% | |
| 6 | SGOVISHARES TR | 63,372 | $6.4B | 3.31% | |
| 7 | VUGVANGUARD INDEX FDS | 17,195 | $6.4B | 3.31% | |
| 8 | AAPLAPPLE INC | 28,581 | $6.3B | 3.29% | |
| 9 | DUHPDIMENSIONAL ETF TRUST | 165,788 | $5.5B | 2.85% | |
| 10 | IYWISHARES TR | 33,383 | $4.7B | 2.43% | |
| 11 | NVDANVIDIA CORPORATION | 39,303 | $4.3B | 2.21% | |
| 12 | BJANINNOVATOR ETFS TRUST | 89,582 | $4.2B | 2.17% | |
| 13 | VFHVANGUARD WORLD FD | 34,506 | $4.1B | 2.14% | |
| 14 | AMZNAMAZON COM INC | 18,262 | $3.5B | 1.80% | |
| 15 | VTVVANGUARD INDEX FDS | 17,020 | $2.9B | 1.52% | |
| 16 | GOOGLALPHABET INC | 18,713 | $2.9B | 1.50% | |
| 17 | LLYELI LILLY & CO | 3,282 | $2.7B | 1.41% | |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 3,800 | $2.1B | 1.08% | |
| 19 | SMHVANECK ETF TRUST | 8,721 | $1.8B | 0.96% | |
| 20 | METAMETA PLATFORMS INC | 2,988 | $1.7B | 0.89% | |
| 21 | NJANINNOVATOR ETFS TRUST | 36,233 | $1.7B | 0.87% | |
| 22 | EPIWISDOMTREE TR | 34,312 | $1.5B | 0.78% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,645 | $1.4B | 0.73% | |
| 24 | NFLXNETFLIX INC | 1,444 | $1.3B | 0.70% | |
| 25 | IVVISHARES TR | 2,324 | $1.3B | 0.68% | |
| 26 | VVISA INC | 3,509 | $1.2B | 0.64% | |
| 27 | TSLATESLA INC | 4,599 | $1.2B | 0.62% | |
| 28 | NDQINVESCO QQQ TR | 2,424 | $1.1B | 0.59% | |
| 29 | ESGUISHARES TR | 9,217 | $1.1B | 0.58% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 1,175 | $1.1B | 0.58% | |
| 31 | PJANINNOVATOR ETFS TRUST | 25,697 | $1.1B | 0.55% | |
| 32 | JPMJPMORGAN CHASE & CO. | 4,320 | $1.1B | 0.55% | |
| 33 | UDECINNOVATOR ETFS TRUST | 29,177 | $1.0B | 0.52% | |
| 34 | MGKVANGUARD WORLD FD | 3,043 | $940.0M | 0.49% | |
| 35 | CIBRFIRST TR EXCHANGE TRADED FD | 14,376 | $905.7M | 0.47% | |
| 36 | AAPRINNOVATOR ETFS TRUST | 34,410 | $900.5M | 0.47% | |
| 37 | GOOGALPHABET INC | 5,595 | $874.2M | 0.45% | |
| 38 | TBILRBB FD INC | 16,429 | $821.6M | 0.43% | |
| 39 | AVGOBROADCOM INC | 4,726 | $791.3M | 0.41% | |
| 40 | CRMSALESFORCE INC | 2,697 | $723.8M | 0.38% | |
| 41 | XOMEXXON MOBIL CORP | 5,583 | $664.0M | 0.34% | |
| 42 | WFCWELLS FARGO CO NEW | 9,104 | $653.6M | 0.34% | |
| 43 | PNOVINNOVATOR ETFS TRUST | 17,188 | $639.7M | 0.33% | |
| 44 | PHYS/USPROTT PHYSICAL GOLD TR | 25,068 | $603.1M | 0.31% | |
| 45 | KJANINNOVATOR ETFS TRUST | 16,699 | $596.8M | 0.31% | |
| 46 | SMAXISHARES TR | 22,692 | $568.2M | 0.29% | |
| 47 | FJULFIRST TR EXCHNG TRADED FD VI | 11,699 | $557.3M | 0.29% | |
| 48 | MINTPIMCO ETF TR | 5,092 | $512.3M | 0.27% | |
| 49 | WMTWALMART INC | 5,776 | $507.0M | 0.26% | |
| 50 | MRKMERCK & CO INC | 5,365 | $481.6M | 0.25% | |
| 51 | PGPROCTER AND GAMBLE CO | 2,679 | $456.6M | 0.24% | |
| 52 | MAMASTERCARD INCORPORATED | 830 | $454.9M | 0.24% | |
| 53 | SPYSPDR S&P 500 ETF TR | 803 | $449.4M | 0.23% | |
| 54 | HDHOME DEPOT INC | 1,185 | $434.4M | 0.23% | |
| 55 | ABBVABBVIE INC | 2,061 | $431.8M | 0.22% | |
| 56 | CRWDCROWDSTRIKE HLDGS INC | 1,111 | $391.7M | 0.20% | |
| 57 | UNHUNITEDHEALTH GROUP INC | 745 | $390.4M | 0.20% | |
| 58 | CVXCHEVRON CORP NEW | 2,302 | $385.1M | 0.20% | |
| 59 | VOOVANGUARD INDEX FDS | 714 | $366.8M | 0.19% | |
| 60 | FDNFIRST TR EXCHANGE-TRADED FD | 1,605 | $356.6M | 0.18% | |
| 61 | ADBEADOBE INC | 929 | $356.3M | 0.18% | |
| 62 | KJULINNOVATOR ETFS TRUST | 12,315 | $344.4M | 0.18% | |
| 63 | CEF/USPROTT PHYSICAL GOLD & SILVE | 12,046 | $342.2M | 0.18% | |
| 64 | PLTRPALANTIR TECHNOLOGIES INC | 3,913 | $330.3M | 0.17% | |
| 65 | IRMIRON MTN INC DEL | 3,797 | $326.7M | 0.17% | |
| 66 | NOWSERVICENOW INC | 404 | $321.6M | 0.17% | |
| 67 | VOXVANGUARD WORLD FD | 2,060 | $305.7M | 0.16% | |
| 68 | ABTABBOTT LABS | 2,276 | $301.9M | 0.16% | |
| 69 | HONHONEYWELL INTL INC | 1,389 | $294.1M | 0.15% | |
| 70 | SHWSHERWIN WILLIAMS CO | 827 | $288.8M | 0.15% | |
| 71 | CATCATERPILLAR INC | 867 | $285.9M | 0.15% | |
| 72 | PANWPALO ALTO NETWORKS INC | 1,634 | $278.8M | 0.14% | |
| 73 | IGIBISHARES TR | 5,300 | $278.4M | 0.14% | |
| 74 | ARMARM HOLDINGS PLC | 2,604 | $278.1M | 0.14% | |
| 75 | KAUGINNOVATOR ETFS TRUST | 11,076 | $266.1M | 0.14% | |
| 76 | DFCFDIMENSIONAL ETF TRUST | 6,294 | $264.7M | 0.14% | |
| 77 | AMGNAMGEN INC | 849 | $264.5M | 0.14% | |
| 78 | KAPRINNOVATOR ETFS TRUST | 8,514 | $262.7M | 0.14% | |
| 79 | RDVYFIRST TR EXCHANGE TRADED FD | 4,443 | $260.1M | 0.13% | |
| 80 | ORCLORACLE CORP | 1,854 | $259.2M | 0.13% | |
| 81 | VGTVANGUARD WORLD FD | 470 | $254.9M | 0.13% | |
| 82 | LOWLOWES COS INC | 1,088 | $253.8M | 0.13% | |
| 83 | BACBANK AMERICA CORP | 6,080 | $253.7M | 0.13% | |
| 84 | KJUNINNOVATOR ETFS TRUST | 9,880 | $251.8M | 0.13% | |
| 85 | CSCOCISCO SYS INC | 3,995 | $246.5M | 0.13% | |
| 86 | JNJJOHNSON & JOHNSON | 1,461 | $242.3M | 0.13% | |
| 87 | ANETARISTA NETWORKS INC | 3,111 | $241.0M | 0.13% | |
| 88 | CBCHUBB LIMITED | 795 | $240.1M | 0.12% | |
| 89 | SPYGSPDR SER TR | 2,955 | $237.5M | 0.12% | |
| 90 | CLBKCOLUMBIA FINL INC | 15,500 | $232.5M | 0.12% | |
| 91 | PDECINNOVATOR ETFS TRUST | 6,175 | $232.2M | 0.12% | |
| 92 | QCOMQUALCOMM INC | 1,495 | $229.6M | 0.12% | |
| 93 | INTUINTUIT | 362 | $222.3M | 0.12% | |
| 94 | ITWILLINOIS TOOL WKS INC | 894 | $221.7M | 0.11% | |
| 95 | ZALTINNOVATOR ETFS TRUST | 7,388 | $219.9M | 0.11% | |
| 96 | CITHE CIGNA GROUP | 666 | $219.1M | 0.11% | |
| 97 | DUKDUKE ENERGY CORP NEW | 1,788 | $218.1M | 0.11% | |
| 98 | ISRGINTUITIVE SURGICAL INC | 440 | $217.9M | 0.11% | |
| 99 | GRALGRAIL INC | 8,486 | $216.7M | 0.11% | |
| 100 | 4I1PHILIP MORRIS INTL INC | 1,354 | $214.9M | 0.11% |
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