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CWM

Crowley Wealth Management Portfolio holdings

AUM $126M
1-Year Est. Return 23.04%
This Fund
S&P 500
This Quarter Est. Return
+12.83%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
+$15.9M
Cap. Flow
+$3.4M
Cap. Flow %
2.71%
Top 10 Hldgs %
49.38%
Holding
428
New
26
Increased
62
Reduced
20
Closed
13

Top Buys

1
AAPL icon
Apple
AAPL
+$515K
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$481K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$240K
4
QLD icon
ProShares Ultra QQQ
QLD
+$165K
5
SSO icon
ProShares Ultra S&P500
SSO
+$158K

Top Sells

1
DIS icon
Walt Disney
DIS
+$163K
2
TSLA icon
Tesla
TSLA
+$57.6K
3
JPM icon
JPMorgan Chase
JPM
+$47.3K
4
FDX icon
FedEx
FDX
+$46.1K
5
MRK icon
Merck
MRK
+$28.1K

Sector Composition

1 Technology 17.55%
2 Consumer Discretionary 16.37%
3 Healthcare 14.59%
4 Financials 8.97%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.9T
$13M 10.36%
51,146
+2,279
+5% +$515K
TSLA icon
2
Tesla
TSLA
$1.43T
$7.13M 5.67%
16,041
-166
-1% -$57.6K
QLD icon
3
ProShares Ultra QQQ
QLD
$13B
$6.16M 4.9%
89,740
+2,630
+3% +$165K
ABBV icon
4
AbbVie
ABBV
$450B
$5.87M 4.67%
25,371
+111
+0.4% +$22.6K
LOW icon
5
Lowe's Companies
LOW
$117B
$5.64M 4.49%
22,445
-58
-0.3% -$14.3K
SSO icon
6
ProShares Ultra S&P500
SSO
$7.87B
$5.64M 4.48%
100,528
+3,030
+3% +$158K
MSFT icon
7
Microsoft
MSFT
$2.93T
$5.47M 4.35%
10,560
+132
+1% +$67.3K
JPM icon
8
JPMorgan Chase
JPM
$907B
$5.29M 4.21%
16,763
-159
-0.9% -$47.3K
HD icon
9
Home Depot
HD
$338B
$4.55M 3.62%
11,241
+51
+0.5% +$20.1K
UWM icon
10
ProShares Ultra Russell2000
UWM
$277M
$3.31M 2.63%
71,360
+2,160
+3% +$91.1K
DIS icon
11
Walt Disney
DIS
$170B
$3.26M 2.6%
28,500
-1,384
-5% -$163K
AMGN icon
12
Amgen
AMGN
$198B
$2.75M 2.19%
9,755
-80
-0.8% -$23.2K
SYK icon
13
Stryker
SYK
$123B
$2.6M 2.07%
7,026
– –
AMZN icon
14
Amazon
AMZN
$2.66T
$2.52M 2%
11,459
+30
+0.3% +$6.79K
ABT icon
15
Abbott
ABT
$175B
$2.5M 1.99%
18,698
– –
BRK.B icon
16
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.3M 1.83%
4,568
– –
FDX icon
17
FedEx
FDX
$74.7B
$2.08M 1.65%
8,821
-200
-2% -$46.1K
SPY icon
18
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.01M 1.6%
3,023
+175
+6% +$112K
GOOG icon
19
Alphabet (Google) Class C
GOOG
$4.22T
$1.55M 1.23%
6,372
-19
-0.3% -$3.99K
RTX icon
20
RTX Corp
RTX
$261B
$1.5M 1.19%
8,940
+75
+0.8% +$11.6K
V icon
21
Visa
V
$682B
$1.36M 1.08%
3,994
– –
CMI icon
22
Cummins
CMI
$89.5B
$1.15M 0.91%
2,715
– –
NVDA icon
23
NVIDIA
NVDA
$4.91T
$1.14M 0.91%
6,106
+609
+11% +$106K
DUK icon
24
Duke Energy
DUK
$97.5B
$1.13M 0.9%
9,166
+485
+6% +$58.9K
DGRO icon
25
iShares Core Dividend Growth ETF
DGRO
$42.1B
$1.04M 0.83%
15,278
+1,035
+7% +$68.4K
1
2 3 4 5

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Crowley Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Crowley Wealth Management held 428 positions worth $126M, up 14% from $110M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Crowley Wealth Management's Q3 2025 filing shows 26 new, 62 increased, 20 reduced and 13 closed positions. Its largest new stake was iShares 20+ Year Treasury Bond ETF: 5,500 shares worth $492K. The largest sale was Walt Disney, an estimated $163K.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • Crowley Wealth Management's largest Q3 2025 buy was iShares 20+ Year Treasury Bond ETF: 5,500 shares worth $492K.
  • Crowley Wealth Management added most to Apple in Q3 2025, an estimated $515K increase.
  • Crowley Wealth Management's biggest Q3 2025 reduction was Walt Disney, cutting an estimated $163K.
  • Crowley Wealth Management fully exited Blueprint Medicines in Q3 2025, selling an estimated $25.6K.
  • Crowley Wealth Management's ten largest holdings make up 49% of its $126M portfolio in Q3 2025.
  • Crowley Wealth Management opened 26 new positions and closed 13 in Q3 2025.
  • Crowley Wealth Management's portfolio value rose 14% quarter-over-quarter to $126M.

Based on Crowley Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.