CROWN WEALTH GROUP, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RDDT | 875 | $201.24K |
 | SHW | 843 | $291.90K |
 | MA | 840 | $477.80K |
 | ETN | 792 | $296.41K |
 | CB | 756 | $213.34K |
 | CEG | 738 | $242.85K |
 | MCD | 661 | $201.01K |
 | GD | 633 | $215.89K |
 | UNH | 602 | $207.87K |
 | ISRG | 486 | $217.35K |
 | NOW | 409 | $376.39K |
 | INTU | 371 | $253.36K |
 | GS | 273 | $217.40K |
 | AZO | 81 | $347.51K |
 | BRK-A | 2 | $1.51M |
Reddit, Inc.
RDDT
Shares Held
875
Value
$201.24K
The Sherwin-Williams Company
SHW
Shares Held
843
Value
$291.90K
Mastercard Incorporated
MA
Shares Held
840
Value
$477.80K
Eaton Corporation plc
ETN
Shares Held
792
Value
$296.41K
Chubb Limited
CB
Shares Held
756
Value
$213.34K
Constellation Energy Corporation
CEG
Shares Held
738
Value
$242.85K
McDonald's Corporation
MCD
Shares Held
661
Value
$201.01K
General Dynamics Corporation
GD
Shares Held
633
Value
$215.89K
UnitedHealth Group Incorporated
UNH
Shares Held
602
Value
$207.87K
Intuitive Surgical, Inc.
ISRG
Shares Held
486
Value
$217.35K
ServiceNow, Inc.
NOW
Shares Held
409
Value
$376.39K
Intuit Inc.
INTU
Shares Held
371
Value
$253.36K
The Goldman Sachs Group, Inc.
GS
Shares Held
273
Value
$217.40K
AutoZone, Inc.
AZO
Shares Held
81
Value
$347.51K
Berkshire Hathaway Inc.
BRK-A
Shares Held
2
Value
$1.51M