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| Name: |
Crown Wealth Group LLC |
| City: |
Charlotte |
| State: |
NC |
| Zip: |
28203 |
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data |
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| Holdings
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22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MINO |
Pimco Municipal Income Oppo... |
39 |
New |
$0.00 |
$694,000 |
15,212 |
0.36% |
694,000 |
15,212 |
0.169 |
N/A |
|
|
EPI |
WisdomTree India Earnings |
44 |
New |
$46.17 |
$583,000 |
13,383 |
0.3% |
583,000 |
13,383 |
0.048 |
Closed - End Fund - E... |
|
|
XJAN |
FT Vest U.S. Equity Enhance... |
45 |
New |
$0.00 |
$516,000 |
16,242 |
0.27% |
516,000 |
16,242 |
0.18 |
N/A |
|
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VEA |
Vanguard Europe Pacific ETF |
46 |
New |
$49.56 |
$496,000 |
9,890 |
0.26% |
496,000 |
9,890 |
0 |
Closed - End Fund - F... |
|
|
IWO |
iShares Russell 2000 Growth |
73 |
New |
$264.76 |
$295,000 |
1,091 |
0.15% |
295,000 |
1,091 |
0.003 |
Closed - End Fund - E... |
|
|
AMD |
Advanced Micro Devices Inc |
74 |
New |
$165.52 |
$293,000 |
1,623 |
0.15% |
293,000 |
1,623 |
0 |
Semiconductor- Broad... |
|
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IJR |
iShares Core S&P Small-Cap |
75 |
New |
$109.39 |
$275,000 |
2,485 |
0.14% |
275,000 |
2,485 |
0.001 |
Closed - End Fund - E... |
|
|
ARM |
Arm Holdings American Depos... |
76 |
New |
$112.43 |
$275,000 |
2,204 |
0.14% |
275,000 |
2,204 |
0 |
N/A |
|
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NVO |
Novo Nordisk A/S (ADR) |
81 |
New |
$134.03 |
$253,000 |
1,972 |
0.13% |
253,000 |
1,972 |
0 |
Drug Manufacturers - ... |
|
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ETN |
Eaton Corp |
87 |
New |
$336.18 |
$242,000 |
775 |
0.12% |
242,000 |
775 |
0 |
Diversified Machinery |
|
|
TTD |
Trade Desk, Inc. |
88 |
New |
$95.32 |
$240,000 |
2,747 |
0.12% |
240,000 |
2,747 |
0.001 |
N/A |
|
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CI |
Cigna Corporation |
89 |
New |
$336.47 |
$238,000 |
656 |
0.12% |
238,000 |
656 |
0 |
Health Care Plans |
|
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MUNI |
PIMCO Intermediate Municipa... |
93 |
New |
$51.91 |
$232,000 |
4,431 |
0.12% |
232,000 |
4,431 |
0 |
Closed - End Fund - Debt |
|
|
VGK |
Vanguard European Stock VIPERS |
94 |
New |
$69.50 |
$232,000 |
3,439 |
0.12% |
232,000 |
3,439 |
0 |
Closed - End Fund - E... |
|
|
CB |
Chubb Ltd (ACE Ltd) |
96 |
New |
$267.44 |
$225,000 |
869 |
0.12% |
225,000 |
869 |
0 |
Property & Casualty I... |
|
|
ANET |
Arista Networks, Inc. |
97 |
New |
$316.50 |
$224,000 |
771 |
0.12% |
224,000 |
771 |
0 |
Diversified Computer ... |
|
|
BAC |
Bank of America Corp |
101 |
New |
$39.76 |
$213,000 |
5,616 |
0.11% |
213,000 |
5,616 |
0 |
Domestic Money Center... |
|
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QCOM |
QUALCOMM Inc |
102 |
New |
$202.93 |
$211,000 |
1,249 |
0.11% |
211,000 |
1,249 |
0 |
Communication Equipment |
|
|
NSC |
Norfolk Southern Corp |
103 |
New |
$249.65 |
$208,000 |
817 |
0.11% |
208,000 |
817 |
0 |
Railroads |
|
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IWM |
iShares Tr Russell 2000 Indx |
104 |
New |
$206.58 |
$204,000 |
970 |
0.11% |
204,000 |
970 |
0 |
Closed - End Fund - E... |
|
|
FCX |
Freeport McMoRan Copper & G... |
105 |
New |
$51.23 |
$203,000 |
4,323 |
0.1% |
203,000 |
4,323 |
0 |
Copper |
|
|
REAL |
Therealreal, Inc. |
108 |
New |
$4.07 |
$39,000 |
10,000 |
0.02% |
39,000 |
10,000 |
0.011 |
N/A |
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