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| Name: |
Crown Wealth Group LLC |
| City: |
Charlotte |
| State: |
NC |
| Zip: |
28203 |
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data |
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Filing Period: |
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| Holdings
Found :
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... |
|
New |
$0.00 |
$694,000 |
15,212 |
% |
694,000 |
15,212 |
0 |
N/A |
|
|
EPI |
WisdomTree India Earnings |
|
New |
$43.90 |
$583,000 |
13,383 |
% |
583,000 |
13,383 |
0 |
N/A |
|
|
XJAN |
FT Vest U.S. Equity Enhance... |
|
New |
$0.00 |
$516,000 |
16,242 |
% |
516,000 |
16,242 |
0 |
N/A |
|
|
VEA |
Vanguard Europe Pacific ETF |
|
New |
$49.56 |
$496,000 |
9,890 |
% |
496,000 |
9,890 |
0 |
N/A |
|
|
IWO |
iShares Russell 2000 Growth |
|
New |
$259.92 |
$295,000 |
1,091 |
% |
295,000 |
1,091 |
0 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
|
New |
$151.92 |
$293,000 |
1,623 |
% |
293,000 |
1,623 |
0 |
N/A |
|
|
ARM |
Arm Holdings American Depos... |
|
New |
$108.84 |
$275,000 |
2,204 |
% |
275,000 |
2,204 |
0 |
N/A |
|
|
IJR |
iShares Core S&P Small-Cap |
|
New |
$108.98 |
$275,000 |
2,485 |
% |
275,000 |
2,485 |
0 |
N/A |
|
|
NVO |
Novo Nordisk A/S (ADR) |
|
New |
$128.42 |
$253,000 |
1,972 |
% |
253,000 |
1,972 |
0 |
N/A |
|
|
ETN |
Eaton Corp |
|
New |
$330.57 |
$242,000 |
775 |
% |
242,000 |
775 |
0 |
N/A |
|
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TTD |
Trade Desk, Inc. |
|
New |
$87.26 |
$240,000 |
2,747 |
% |
240,000 |
2,747 |
0 |
N/A |
|
|
CI |
Cigna Corporation |
|
New |
$348.39 |
$238,000 |
656 |
% |
238,000 |
656 |
0 |
N/A |
|
|
MUNI |
PIMCO Intermediate Municipa... |
|
New |
$52.14 |
$232,000 |
4,431 |
% |
232,000 |
4,431 |
0 |
N/A |
|
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VGK |
Vanguard European Stock VIPERS |
|
New |
$68.93 |
$232,000 |
3,439 |
% |
232,000 |
3,439 |
0 |
N/A |
|
|
CB |
Chubb Ltd (ACE Ltd) |
|
New |
$254.84 |
$225,000 |
869 |
% |
225,000 |
869 |
0 |
N/A |
|
|
ANET |
Arista Networks, Inc. |
|
New |
$314.03 |
$224,000 |
771 |
% |
224,000 |
771 |
0 |
N/A |
|
|
BAC |
Bank of America Corp |
|
New |
$38.45 |
$213,000 |
5,616 |
% |
213,000 |
5,616 |
0 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
|
New |
$182.08 |
$211,000 |
1,249 |
% |
211,000 |
1,249 |
0 |
N/A |
|
|
NSC |
Norfolk Southern Corp |
|
New |
$249.65 |
$208,000 |
817 |
% |
208,000 |
817 |
0 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
|
New |
$204.31 |
$204,000 |
970 |
% |
204,000 |
970 |
0 |
N/A |
|
|
FCX |
Freeport McMoRan Copper & G... |
|
New |
$51.59 |
$203,000 |
4,323 |
% |
203,000 |
4,323 |
0 |
N/A |
|
|
REAL |
Therealreal, Inc. |
|
New |
$4.13 |
$39,000 |
10,000 |
% |
39,000 |
10,000 |
0 |
N/A |
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