Portfolio (Quarterly)
Guide ↗
Crown Wealth Group, LLC
· CIK 0001845698| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | QBUF | INNOVATOR ETFS TRUST | — | 25,959 | $758K | 0.22% | SOLD |
| 2 | SIXO | AIM ETF PRODUCTS TRUST | — | 12,012 | $406K | 0.12% | SOLD |
| 3 | — | PIMCO ETF TR | — | 7,530 | $373K | 0.11% | SOLD |
| 4 | HON | HONEYWELL INTL INC | Industrials | 1,545 | $349K | 0.10% | SOLD |
| 5 | NOW | SERVICENOW INC | Technology | 2,594 | $271K | 0.08% | SOLD |
| 6 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 842 | $270K | 0.08% | SOLD |
| 7 | ABT | ABBOTT LABORATORIES | Healthcare | 2,523 | $259K | 0.08% | SOLD |
| 8 | T | AT&T INC | Communication Services | 7,713 | $224K | 0.07% | SOLD |
| 9 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,374 | $219K | 0.06% | SOLD |
| 10 | MCD | MCDONALDS CORP | Consumer Cyclical | 678 | $211K | 0.06% | SOLD |
Sector Allocation
Technology
42.0%
Financial Services
17.2%
Communication Services
12.0%
Consumer Cyclical
11.5%
Healthcare
6.8%
Industrials
4.1%
Consumer Defensive
3.3%
Energy
1.4%
Utilities
1.0%
Real Estate
0.4%