CROWN WEALTH GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSCO | 5K | $359.48K |
 | JPM | 5K | $1.54M |
 | TSLA | 4K | $1.97M |
 | MRK | 4K | $361.15K |
 | META | 4K | $2.80M |
 | SPOT | 4K | $2.65M |
 | IRM | 4K | $386.25K |
 | PLTR | 4K | $669.48K |
 | V | 4K | $1.21M |
 | KO | 3K | $210.76K |
 | ANET | 3K | $462.63K |
 | PANW | 3K | $629.80K |
 | LLY | 3K | $2.35M |
 | PG | 3K | $425.05K |
 | CRM | 3K | $627.71K |
 | UBER | 3K | $258.94K |
 | ARM | 3K | $368.44K |
 | ORCL | 2K | $699.73K |
 | CVX | 2K | $374.56K |
 | BSX | 2K | $218.50K |
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$359.48K
JPMorgan Chase & Co.
JPM
Shares Held
5K
Value
$1.54M
Tesla, Inc.
TSLA
Shares Held
4K
Value
$1.97M
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$361.15K
Meta Platforms, Inc.
META
Shares Held
4K
Value
$2.80M
Spotify Technology S.A.
SPOT
Shares Held
4K
Value
$2.65M
Iron Mountain Incorporated
IRM
Shares Held
4K
Value
$386.25K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$669.48K
Visa Inc.
V
Shares Held
4K
Value
$1.21M
The Coca-Cola Company
KO
Shares Held
3K
Value
$210.76K
Arista Networks, Inc.
ANET
Shares Held
3K
Value
$462.63K
Palo Alto Networks, Inc.
PANW
Shares Held
3K
Value
$629.80K
Eli Lilly and Company
LLY
Shares Held
3K
Value
$2.35M
The Procter & Gamble Company
PG
Shares Held
3K
Value
$425.05K
Salesforce, Inc.
CRM
Shares Held
3K
Value
$627.71K
Uber Technologies, Inc.
UBER
Shares Held
3K
Value
$258.94K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
3K
Value
$368.44K
Oracle Corporation
ORCL
Shares Held
2K
Value
$699.73K
Chevron Corporation
CVX
Shares Held
2K
Value
$374.56K
Boston Scientific Corporation
BSX
Shares Held
2K
Value
$218.50K