Back to Crown Wealth Group, LLC

Crown Wealth Group, LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
OCTAVE SPECIALTY GROUP INC$86.8K11,1620.0%
Energy Services of America CORPESOACommon Stock$130.6K15,9910.0%
Compass, Inc.$167.0K15,8000.0%
Reddit, Inc.$201.1K8750.1%
TIDAL TRUST III$203.3K7,3430.1%
BOSTON SCIENTIFIC CORP$203.6K2,1350.1%
JACOBS SOLUTIONS INC.$204.8K1,5460.1%
PROCTER & GAMBLE Co$215.5K1,5040.1%
NEXTERA ENERGY INC$217.3K2,7070.1%
VANGUARD INDEX FDS$218.9K1,1460.1%
Uber Technologies, Inc$219.1K2,6820.1%
Duke Energy Corp$220.6K1,8820.1%
AMPHENOL CORP /DE$221.4K1,6380.1%
GENERAL DYNAMICS CORP$225.3K6690.1%
ILLINOIS TOOL WORKS INC$225.6K9160.1%
Walt Disney Co$226.1K1,9870.1%
INNOVATOR ETFS TRUST$226.6K5,2240.1%
SPDR GOLD TR$229.1K5780.1%
INTERNATIONAL BUSINESS MACHINES CORP$232.5K7850.1%
INNOVATOR ETFS TRUST$233.4K4,4000.1%
COCA COLA CO$234.6K3,3560.1%
AMERICAN EXPRESS CO$235.3K6360.1%
ADVANCED MICRO DEVICES INC$239.9K1,1200.1%
COLUMBIA FINL INC$240.9K15,5000.1%
Morgan Stanley$243.0K1,3690.1%
SELECT SECTOR SPDR TR$243.8K2,0710.1%
Parker-Hannifin Corp$244.4K2780.1%
INTUIT INC.$245.1K3700.1%
CAPITAL GROUP GROWTH ETF$251.6K5,6580.1%
INNOVATOR ETFS TRUST$251.9K7,9460.1%
Chubb Ltd$252.2K8080.1%
Iron Mountain Inc$253.9K3,0610.1%
APPLIED MATERIALS INC /DE$255.7K9950.1%
INNOVATOR ETFS TRUST$258.3K5,8810.1%
Eaton Corp plc$258.9K8130.1%
CITIGROUP INC$260.2K2,2300.1%
QUALCOMM INC/DE$262.7K1,5360.1%
HONEYWELL INTERNATIONAL INC$265.9K1,3630.1%
SHERWIN WILLIAMS CO$266.0K8210.1%
ARK 21SHARES BITCOIN ETF$269.1K9,2650.1%
Intuitive Surgical Inc$272.4K4810.1%
AUTOZONE INC$274.7K810.1%
Constellation Energy Corp$275.2K7790.1%
ABBOTT LABORATORIES$278.8K2,2250.1%
THE GOLDMAN SACHS GROUP, INC.$281.3K3200.1%
ARM HOLDINGS PLC /UKARMADR$284.6K2,6040.1%
ISHARES TR$286.0K1,1620.1%
ISHARES TR$298.7K8710.1%
LOWES COMPANIES INC$302.2K1,2530.1%
CAPITAL ONE FINANCIAL CORP$312.2K1,2880.1%
← PrevPage 1 of 3Next →