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  Name: Crown Wealth Group LLC
  City: Charlotte
  State: NC
  Zip: 28203
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $193,999,000
  Total Value Change : $27,929,000
  Securities Held Change : 10
   
All Securities Held : 108
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co Closed $44.94 $0 0 0% -239,000 -4,651 0    N/A
   (WIW)1 Year Chart         WIW Western Asset Claymore Us T... Closed $8.55 $0 0 0% -148,000 -17,100 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... Closed $166.11 $0 0 0% -482,000 -3,053 0    N/A
   (GD)1 Year Chart         GD General Dynamics Corp Closed $296.44 $0 0 0% -270,000 -1,038 0    N/A
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... Closed $110.39 $0 0 0% -337,000 -3,304 0    N/A
   (PXSV)1 Year Chart         PXSV Invesco Russell 2000 Pure V... Closed $55.13 $0 0 0% -238,000 -4,388 0    N/A
   (NOCT)1 Year Chart         NOCT Innovator Nasdaq-100 Power ... Closed $0.00 $0 0 0% -425,000 -9,273 0    N/A
   (PL)1 Year Chart         PL Planet Labs PBC Closed $1.94 $0 0 0% -49,000 -19,800 0    N/A
   (INVZ)1 Year Chart         INVZ Innoviz Technologies Ord Shs Closed $1.18 $0 0 0% -28,000 -11,000 0    N/A
   (XBAP)1 Year Chart         XBAP Innovator Us Eqty Accelerat... Closed $0.00 $0 0 0% -297,000 -9,703 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD Closed $80.34 $0 0 0% -346,000 -4,597 0    N/A
   (XMAR)1 Year Chart         XMAR Ft Cboe Vest Us Equity Enh ... Closed $0.00 $0 0 0% -280,000 -8,516 0    N/A
   (MVG)1 Year Chart         MVG MAG Silver Corp Closed $12.70 $0 0 0% -118,000 -11,300 0    N/A
      13 Records Found
  1    
Page 1 of 1
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