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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EXXON MOBIL CORP

XOM|30231G102

Shares:5.6K

Value:$664.0K

% of Portfolio:0.3% ($664.0K/$192.8M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:9.1K

Value:$653.6K

% of Portfolio:0.3% ($653.6K/$192.8M)

45782C573

Shares:17.2K

Value:$639.7K

% of Portfolio:0.3% ($639.7K/$192.8M)

85207H104

Shares:25.1K

Value:$603.1K

% of Portfolio:0.3% ($603.1K/$192.8M)

45782C474

Shares:16.7K

Value:$596.8K

% of Portfolio:0.3% ($596.8K/$192.8M)

46438G588

Shares:22.7K

Value:$568.2K

% of Portfolio:0.3% ($568.2K/$192.8M)

33740U208

Shares:11.7K

Value:$557.3K

% of Portfolio:0.3% ($557.3K/$192.8M)

72201R833

Shares:5.1K

Value:$512.3K

% of Portfolio:0.3% ($512.3K/$192.8M)

Walmart Inc.

WMT|931142103

Shares:5.8K

Value:$507.0K

% of Portfolio:0.3% ($507.0K/$192.8M)

Merck & Co., Inc.

MRK|58933Y105

Shares:5.4K

Value:$481.6K

% of Portfolio:0.2% ($481.6K/$192.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.7K

Value:$456.6K

% of Portfolio:0.2% ($456.6K/$192.8M)

Mastercard Inc

MA|57636Q104

Shares:830

Value:$454.9K

% of Portfolio:0.2% ($454.9K/$192.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:803

Value:$449.4K

% of Portfolio:0.2% ($449.4K/$192.8M)

HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$434.4K

% of Portfolio:0.2% ($434.4K/$192.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.1K

Value:$431.8K

% of Portfolio:0.2% ($431.8K/$192.8M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.1K

Value:$391.7K

% of Portfolio:0.2% ($391.7K/$192.8M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:745

Value:$390.4K

% of Portfolio:0.2% ($390.4K/$192.8M)

CHEVRON CORP

CVX|166764100

Shares:2.3K

Value:$385.1K

% of Portfolio:0.2% ($385.1K/$192.8M)

922908363

VOO|922908363

Shares:714

Value:$366.8K

% of Portfolio:0.2% ($366.8K/$192.8M)

33733E302

Shares:1.6K

Value:$356.6K

% of Portfolio:0.2% ($356.6K/$192.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	5.6K	QoQ +5.57% (+295) YoY +2.00% (+110)	All Managers (Combined)	$664.0K	0.3% ($664.0K/$192.8M)	QoQ +16.72% (+$95.2K) YoY +4.37% (+$27.8K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	9.1K	QoQ +36.94% (+2.5K) YoY +26.54% (+1.9K)	All Managers (Combined)	$653.6K	0.3% ($653.6K/$192.8M)	QoQ +39.96% (+$186.6K) YoY +56.74% (+$236.6K)
(cusip45782C573)✕	17.2K	QoQ -12.52% (-2.5K) YoY -17.30% (-3.6K)	All Managers (Combined)	$639.7K	0.3% ($639.7K/$192.8M)	QoQ -14.03% (-$104.4K) YoY -13.41% (-$99.1K)
(cusip85207H104)✕	25.1K	QoQ -3.07% (-794) YoY NEW(+25.1K)	All Managers (Combined)	$603.1K	0.3% ($603.1K/$192.8M)	QoQ +15.79% (-$82.3K) YoY NEW(+$603.1K)
(cusip45782C474)✕	16.7K	QoQ -6.18% (-1.1K) YoY NEW(+16.7K)	All Managers (Combined)	$596.8K	0.3% ($596.8K/$192.8M)	QoQ -10.22% (-$68.0K) YoY NEW(+$596.8K)
(cusip46438G588)✕	22.7K	QoQ -73.29% (-62.3K) YoY NEW(+22.7K)	All Managers (Combined)	$568.2K	0.3% ($568.2K/$192.8M)	QoQ -73.46% (-$1.6M) YoY NEW(+$568.2K)
(cusip33740U208)✕	11.7K	QoQ 0.00% (-0) YoY NEW(+11.7K)	All Managers (Combined)	$557.3K	0.3% ($557.3K/$192.8M)	QoQ -2.72% (-$15.6K) YoY NEW(+$557.3K)
(cusip72201R833)✕	5.1K	QoQ -74.25% (-14.7K) YoY -64.30% (-9.2K)	All Managers (Combined)	$512.3K	0.3% ($512.3K/$192.8M)	QoQ -74.18% (-$1.5M) YoY -64.27% (-$921.9K)
Walmart Inc.(WMTcusip931142103)	5.8K	QoQ +6.80% (+368) YoY +3.94% (+219)	All Managers (Combined)	$507.0K	0.3% ($507.0K/$192.8M)	QoQ +3.77% (+$18.5K) YoY +51.65% (+$172.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	5.4K	QoQ +3.39% (-176) YoY -1.14% (-62)	All Managers (Combined)	$481.6K	0.2% ($481.6K/$192.8M)	QoQ -6.71% (-$34.6K) YoY -32.75% (-$234.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.7K	QoQ +6.09% (+154) YoY +3.15% (+82)	All Managers (Combined)	$456.6K	0.2% ($456.6K/$192.8M)	QoQ +7.84% (+$33.2K) YoY +8.34% (+$35.2K)
Mastercard Inc(MAcusip57636Q104)	830	QoQ +5.46% (+43) YoY +10.51% (+79)	All Managers (Combined)	$454.9K	0.2% ($454.9K/$192.8M)	QoQ +9.77% (+$40.5K) YoY +25.79% (+$93.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	803	QoQ -57.33% (-1.1K) YoY -49.74% (-795)	All Managers (Combined)	$449.4K	0.2% ($449.4K/$192.8M)	QoQ -59.26% (-$653.9K) YoY -46.24% (-$386.6K)
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ +5.61% (-63) YoY +6.18% (+69)	All Managers (Combined)	$434.4K	0.2% ($434.4K/$192.8M)	QoQ -0.44% (-$2.0K) YoY +1.45% (+$6.2K)
AbbVie Inc.(ABBVcusip00287Y109)	2.1K	QoQ +5.63% (+110) YoY +11.16% (+207)	All Managers (Combined)	$431.8K	0.2% ($431.8K/$192.8M)	QoQ +24.55% (+$85.1K) YoY +27.90% (+$94.2K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.1K	QoQ +2.20% (+24) YoY +7.44% (+77)	All Managers (Combined)	$391.7K	0.2% ($391.7K/$192.8M)	QoQ +5.32% (+$19.8K) YoY +18.16% (+$60.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	745	QoQ +10.37% (+70) YoY +9.23% (+63)	All Managers (Combined)	$390.4K	0.2% ($390.4K/$192.8M)	QoQ +14.34% (+$49.0K) YoY +15.76% (+$53.2K)
CHEVRON CORP(CVXcusip166764100)	2.3K	QoQ +5.06% (+111) YoY -19.08% (-543)	All Managers (Combined)	$385.1K	0.2% ($385.1K/$192.8M)	QoQ +21.35% (+$67.8K) YoY -14.18% (-$63.7K)
(VOOcusip922908363)	714	QoQ -18.67% (-164) YoY -16.49% (-141)	All Managers (Combined)	$366.8K	0.2% ($366.8K/$192.8M)	QoQ -22.45% (-$106.2K) YoY -10.78% (-$44.3K)
(cusip33733E302)✕	1.6K	QoQ -5.86% (-100) YoY -9.27% (-164)	All Managers (Combined)	$356.6K	0.2% ($356.6K/$192.8M)	QoQ -14.00% (-$58.1K) YoY -1.72% (-$6.3K)