$108 Million is the total value of Crown Wealth Group, LLC's 67 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.