Crown-Wealth-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "DUK",
  "PL",
  "HON",
  "HD",
  "INTU",
  null,
  "QCOM",
  "ISRG",
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "ANET",
  "ORCL",
  null,
  null,
  "PANW",
  "IRM",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PLTR",
  "PG",
  "MRK",
  "AMGN",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SPYG",
  "SPLG",
  null,
  "CI",
  null,
  null,
  "GRAL",
  null,
  null,
  "ESOA",
  "AMZN",
  "CEF",
  null,
  "VGT",
  null,
  "VUG",
  "VFH",
  "MGK",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "CRM",
  "SPOT",
  null,
  "ESGU",
  "BAC",
  "BRK-B",
  "CVX",
  "CB",
  "CSCO",
  "CLBK",
  "COMP",
  "COST",
  "CRWD",
  null,
  "J",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 108
Total Value: 192808852
Accession Number: 0001667731-25-000523
Form Type: 13F-HR
CIK: crown-wealth-group
Manager Name: Crown-Wealth-Group

Data Enrichment

70% identified

76 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $192.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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45782C466

Shares:36.2K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$192.8M)

97717W422

Shares:34.3K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$192.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.6K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$192.8M)

NETFLIX INC

NFLX|64110L106

Shares:1.4K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$192.8M)

464287200

IVV|464287200

Shares:2.3K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$192.8M)

VISA INC.

V|92826C839

Shares:3.5K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$192.8M)

Tesla, Inc.

TSLA|88160R101

Shares:4.6K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$192.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.4K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$192.8M)

46435G425

ESGU|46435G425

Shares:9.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$192.8M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$192.8M)

45782C508

Shares:25.7K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$192.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.3K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$192.8M)

45782C532

Shares:29.2K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$192.8M)

921910816

MGK|921910816

Shares:3.0K

Value:$940.0K

% of Portfolio:0.5% ($940.0K/$192.8M)

33734X846

Shares:14.4K

Value:$905.7K

% of Portfolio:0.5% ($905.7K/$192.8M)

45783Y335

Shares:34.4K

Value:$900.5K

% of Portfolio:0.5% ($900.5K/$192.8M)

Alphabet Inc.

GOOG|02079K107

Shares:5.6K

Value:$874.2K

% of Portfolio:0.5% ($874.2K/$192.8M)

74933W452

Shares:16.4K

Value:$821.6K

% of Portfolio:0.4% ($821.6K/$192.8M)

Broadcom Inc.

AVGO|11135F101

Shares:4.7K

Value:$791.3K

% of Portfolio:0.4% ($791.3K/$192.8M)

Salesforce, Inc.

CRM|79466L302

Shares:2.7K

Value:$723.8K

% of Portfolio:0.4% ($723.8K/$192.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C466)✕	36.2K	QoQ -1.02% (-376) YoY -12.23% (-5.0K)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$192.8M)	QoQ -4.56% (-$80.3K) YoY -6.60% (-$118.9K)
(cusip97717W422)✕	34.3K	QoQ -31.32% (-15.6K) YoY +156.38% (+20.9K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$192.8M)	QoQ -33.68% (-$761.9K) YoY +157.26% (+$916.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.6K	QoQ -27.73% (-1.0K) YoY -32.98% (-1.3K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$192.8M)	QoQ -15.08% (-$250.3K) YoY -15.12% (-$251.1K)
NETFLIX INC(NFLXcusip64110L106)	1.4K	QoQ +10.56% (+138) YoY +8.16% (+109)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$192.8M)	QoQ +15.67% (+$182.5K) YoY +66.08% (+$535.8K)
(IVVcusip464287200)	2.3K	QoQ -25.29% (-787) YoY -58.19% (-3.2K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$192.8M)	QoQ -28.70% (-$525.6K) YoY -55.32% (-$1.6M)
VISA INC.(Vcusip92826C839)	3.5K	QoQ +2.03% (+70) YoY +1.94% (+67)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$192.8M)	QoQ +13.13% (+$142.7K) YoY +28.02% (+$269.2K)
Tesla, Inc.(TSLAcusip88160R101)	4.6K	QoQ +8.08% (-344) YoY +9.34% (+393)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$192.8M)	QoQ -30.63% (-$526.5K) YoY +61.20% (+$452.5K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.4K	QoQ -30.74% (-1.1K) YoY +140.71% (+1.4K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$192.8M)	QoQ -36.47% (-$652.6K) YoY +154.21% (+$689.5K)
(ESGUcusip46435G425)	9.2K	QoQ -1.28% (-120) YoY -8.98% (-910)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$192.8M)	QoQ -6.58% (-$79.1K) YoY -3.48% (-$40.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.2K	QoQ +9.30% (+100) YoY +9.71% (+104)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$192.8M)	QoQ +12.82% (+$126.3K) YoY +41.62% (+$326.6K)
(cusip45782C508)✕	25.7K	QoQ -2.20% (-580) YoY -20.25% (-6.5K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$192.8M)	QoQ -4.01% (-$44.5K) YoY -15.43% (-$194.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.3K	QoQ +5.41% (+222) YoY -4.78% (-217)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$192.8M)	QoQ +7.88% (+$77.4K) YoY +16.60% (-$150.9K)
(cusip45782C532)✕	29.2K	QoQ NEW(+29.2K) YoY NEW(+29.2K)	All Managers (Combined)	$1.0M	0.5% ($1.0M/$192.8M)	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(MGKcusip921910816)	3.0K	QoQ -19.41% (-733) YoY -28.36% (-1.2K)	All Managers (Combined)	$940.0K	0.5% ($940.0K/$192.8M)	QoQ -27.50% (-$356.7K) YoY -22.78% (-$277.4K)
(cusip33734X846)✕	14.4K	QoQ +2.74% (+384) YoY -82.83% (-69.4K)	All Managers (Combined)	$905.7K	0.5% ($905.7K/$192.8M)	QoQ +2.01% (+$17.9K) YoY -80.81% (-$3.8M)
(cusip45783Y335)✕	34.4K	QoQ -19.52% (-8.3K) YoY NEW(+34.4K)	All Managers (Combined)	$900.5K	0.5% ($900.5K/$192.8M)	QoQ -20.11% (-$226.7K) YoY NEW(+$900.5K)
Alphabet Inc.(GOOGcusip02079K107)	5.6K	QoQ +1.48% (-82) YoY -1.68% (-96)	All Managers (Combined)	$874.2K	0.5% ($874.2K/$192.8M)	QoQ -16.73% (-$175.7K) YoY +0.88% (-$7.7K)
(cusip74933W452)✕	16.4K	QoQ -0.73% (-121) YoY -42.73% (-12.3K)	All Managers (Combined)	$821.6K	0.4% ($821.6K/$192.8M)	QoQ -0.42% (-$3.5K) YoY -42.75% (-$613.7K)
Broadcom Inc.(AVGOcusip11135F101)	4.7K	QoQ +22.24% (-860) YoY +1191.25% (+4.4K)	All Managers (Combined)	$791.3K	0.4% ($791.3K/$192.8M)	QoQ -11.71% (-$105.0K) YoY +63.11% (+$306.2K)
Salesforce, Inc.(CRMcusip79466L302)	2.7K	QoQ +2.89% (-76) YoY +112.86% (+1.4K)	All Managers (Combined)	$723.8K	0.4% ($723.8K/$192.8M)	QoQ -17.39% (-$152.4K) YoY +89.66% (+$342.2K)