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Crown Wealth Group, LLC

All holdings · as of Dec 31, 2025

143 positions

CompanyClassValueShares% of portfolio
ServiceNow Inc$312.4K2,0390.1%
RBB FD INC$312.5K6,2640.1%
AMGEN INC$321.1K9810.1%
GENERAL ELECTRIC CO$327.7K1,0640.1%
INNOVATOR ETFS TRUST$335.5K8,1000.1%
SELECT SECTOR SPDR TR$338.6K2,1830.1%
RTX Corp$343.0K1,8700.1%
SPDR SERIES TRUST$355.4K3,3310.1%
CALAMOS ETF TR$360.8K13,2610.1%
BITWISE BITCOIN ETF TR$364.3K7,6600.1%
SELECT SECTOR SPDR TR$419.4K3,5120.1%
CHEVRON CORP$422.8K2,7740.1%
INNOVATOR ETFS TRUST$423.4K10,1330.1%
Arista Networks, Inc.ANETCommon Stock$424.3K3,2380.1%
SELECT SECTOR SPDR TR$427.6K7,8070.1%
BANK OF AMERICA CORP /DE$428.0K7,7810.1%
FIRST TR EXCHANGE-TRADED FD$432.0K1,6050.1%
PIMCO ETF TR$432.8K4,3130.1%
SELECT SECTOR SPDR TR$437.0K2,8230.1%
Mastercard Inc$440.1K7710.1%
CISCO SYSTEMS, INC.$444.0K5,7640.1%
ORACLE CORP$446.1K2,2890.1%
HOME DEPOT, INC.$447.2K1,3000.1%
Planet Labs PBC$458.6K23,2580.1%
GLOBAL X FDS$471.7K15,4860.1%
VANGUARD WORLD FD$479.4K6360.1%
Merck & Co., Inc.$490.4K4,6590.1%
JOHNSON & JOHNSON$516.0K2,4930.1%
SPROTT ASSET MANAGEMENT LP$516.5K11,2780.1%
Palo Alto Networks Inc$537.7K2,9190.2%
AbbVie Inc.$557.5K2,4400.2%
CATERPILLAR INC$585.5K1,0220.2%
AIM ETF PRODUCTS TRUST$595.0K18,2890.2%
INVESCO QQQ TR$595.9K9700.2%
First Trust Exchange-Traded Fund VIII$654.2K11,6990.2%
EXXON MOBIL CORP$689.7K5,7310.2%
Palantir Technologies Inc$707.1K3,9780.2%
Salesforce Inc$711.5K2,6860.2%
GRAIL, Inc.$711.8K8,3160.2%
CrowdStrike Holdings, Inc.$757.0K1,6150.2%
ISHARES TR$811.2K30,0930.2%
INNOVATOR ETFS TRUST$949.1K33,4030.3%
COSTCO WHOLESALE CORP /NEW$990.0K1,1480.3%
SELECT SECTOR SPDR TR$1.02M7,0620.3%
SPROTT ASSET MANAGEMENT LP$1.19M36,0110.3%
ISHARES TR$1.19M7,9950.3%
Visa Inc$1.22M3,4680.3%
WELLS FARGO & COMPANY/MN$1.23M13,1460.3%
Walmart Inc.$1.27M11,3630.4%
UNITED BANKSHARES INC/WV$1.27M33,0310.4%
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