Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 8 | Q3 2023 | 19.2% |
ISHARES TR | 8 | Q3 2023 | 12.9% |
MICROSOFT CORP | 8 | Q3 2023 | 6.0% |
APPLE INC | 8 | Q3 2023 | 4.3% |
ISHARES TR | 8 | Q3 2023 | 4.3% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 4.5% |
AMAZON COM INC | 8 | Q3 2023 | 2.0% |
BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 1.2% |
BOEING CO | 8 | Q3 2023 | 0.6% |
FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 0.7% |
View Crown Wealth Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-01 |
13F-HR | 2024-01-23 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-25 |
13F-HR | 2023-04-28 |
13F-HR | 2023-02-09 |
13F-HR | 2022-10-21 |
13F-HR | 2022-07-25 |
13F-HR | 2022-07-13 |
13F-HR | 2022-07-13 |
View Crown Wealth Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.