Crown Wealth Group, LLC Q4 2024 Filing
Filed February 5, 2025
Portfolio Value
$245.8B
Holdings
113
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (113 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CSCOCISCO SYS INC | 3,794 | $224.6M | 0.09% | |
| 102 | CBCHUBB LIMITED | 810 | $223.8M | 0.09% | |
| 103 | ITWILLINOIS TOOL WKS INC | 880 | $223.1M | 0.09% | |
| 104 | ISRGINTUITIVE SURGICAL INC | 420 | $219.2M | 0.09% | |
| 105 | COFCAPITAL ONE FINL CORP | 1,206 | $215.1M | 0.09% | |
| 106 | POCTINNOVATOR ETFS TRUST | 5,358 | $212.0M | 0.09% | |
| 107 | AMGNAMGEN INC | 804 | $209.6M | 0.09% | |
| 108 | QCOMQUALCOMM INC | 1,347 | $206.9M | 0.08% | |
| 109 | IWMISHARES TR | 932 | $205.9M | 0.08% | |
| 110 | BMARINNOVATOR ETFS TRUST | 4,400 | $203.0M | 0.08% | |
| 111 | ESOAENERGY SVCS ACQUISITION CORP | 15,991 | $201.8M | 0.08% | |
| 112 | ACNACCENTURE PLC IRELAND | 569 | $200.2M | 0.08% | |
| 113 | PLPLANET LABS PBC | 19,300 | $78.0M | 0.03% |
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