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:

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BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.1K

Value:$214.5K

% of Portfolio:0.1% ($214.5K/$192.8M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:384

Value:$209.8K

% of Portfolio:0.1% ($209.8K/$192.8M)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:1.7K

Value:$209.3K

% of Portfolio:0.1% ($209.3K/$192.8M)

Eaton Corp plc

ETN|G29183103

Shares:764

Value:$207.7K

% of Portfolio:0.1% ($207.7K/$192.8M)

45782C391

Shares:4.4K

Value:$200.4K

% of Portfolio:0.1% ($200.4K/$192.8M)

Energy Services of America CORP

ESOA|29271Q103

Shares:16.0K

Value:$151.1K

% of Portfolio:0.1% ($151.1K/$192.8M)

Compass, Inc.

COMP|20464U100

Shares:15.8K

Value:$137.9K

% of Portfolio:0.1% ($137.9K/$192.8M)

Planet Labs PBC

PL|72703X106

Shares:31.0K

Value:$104.8K

% of Portfolio:0.1% ($104.8K/$192.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$214.5K	0.1% ($214.5K/$192.8M)	QoQ NEW(+$214.5K) YoY NEW(+$214.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	384	QoQ NEW(+384) YoY NEW(+384)	All Managers (Combined)	$209.8K	0.1% ($209.8K/$192.8M)	QoQ NEW(+$209.8K) YoY NEW(+$209.8K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	1.7K	QoQ -12.61% (-250) YoY -36.12% (-979)	All Managers (Combined)	$209.3K	0.1% ($209.3K/$192.8M)	QoQ -20.94% (-$55.4K) YoY -49.77% (-$207.3K)
Eaton Corp plc(ETNcusipG29183103)	764	QoQ +0.13% (-1) YoY -1.41% (-11)	All Managers (Combined)	$207.7K	0.1% ($207.7K/$192.8M)	QoQ -17.98% (-$45.5K) YoY -14.29% (-$34.6K)
(cusip45782C391)✕	4.4K	QoQ 0.00% (-0) YoY NEW(+4.4K)	All Managers (Combined)	$200.4K	0.1% ($200.4K/$192.8M)	QoQ -1.30% (-$2.7K) YoY NEW(+$200.4K)
Energy Services of America CORP(ESOAcusip29271Q103)	16.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$151.1K	0.1% ($151.1K/$192.8M)	QoQ -25.11% (-$50.7K) YoY +14.54% (+$19.2K)
Compass, Inc.(COMPcusip20464U100)	15.8K	QoQ NEW(+15.8K) YoY NEW(+15.8K)	All Managers (Combined)	$137.9K	0.1% ($137.9K/$192.8M)	QoQ NEW(+$137.9K) YoY NEW(+$137.9K)
Planet Labs PBC(PLcusip72703X106)	31.0K	QoQ +60.62% (+11.7K) YoY NEW(+31.0K)	All Managers (Combined)	$104.8K	0.1% ($104.8K/$192.8M)	QoQ +34.38% (+$26.8K) YoY NEW(+$104.8K)