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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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
CMCSA icon
226
Comcast
CMCSA
$86.1B
$18.9K 0.02%
600
– –
BJ icon
227
BJs Wholesale Club
BJ
$11.9B
$18.6K 0.01%
200
– –
VNQ icon
228
Vanguard Real Estate ETF
VNQ
$39.6B
$18.3K 0.01%
200
– –
EBAY icon
229
eBay
EBAY
$49.2B
$18.2K 0.01%
200
– –
AKAM icon
230
Akamai
AKAM
$17.3B
$18.2K 0.01%
240
– –
PCG icon
231
PG&E
PCG
$38.6B
$18.1K 0.01%
1,203
– –
MRNA icon
232
Moderna
MRNA
$25.1B
$18.1K 0.01%
700
– –
HTGC icon
233
Hercules Capital
HTGC
$3.06B
$17K 0.01%
900
– –
INCY icon
234
Incyte
INCY
$23.3B
$17K 0.01%
200
– –
ARKG icon
235
ARK Genomic Revolution ETF
ARKG
$1.61B
$16.7K 0.01%
600
– –
RVMD icon
236
Revolution Medicines
RVMD
$38.1B
$16.3K 0.01%
350
– –
ANET icon
237
Arista Networks
ANET
$212B
$16.3K 0.01%
112
– –
ARTNA icon
238
Artesian Resources
ARTNA
$350M
$16.3K 0.01%
500
– –
ESGV icon
239
Vanguard ESG US Stock ETF
ESGV
$13.1B
$16.1K 0.01%
136
– –
SCHR
240
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.3B
$15.9K 0.01%
+631
New +$15.8K
GPC icon
241
Genuine Parts
GPC
$17.3B
$15.8K 0.01%
114
– –
IHAK icon
242
iShares Cybersecurity and Tech ETF
IHAK
$1.01B
$15.7K 0.01%
300
– –
VV icon
243
Vanguard Large-Cap ETF
VV
$52.2B
$15.4K 0.01%
50
– –
JHG
244
DELISTED
Janus Henderson
JHG
$14.8K 0.01%
333
– –
HPE icon
245
Hewlett Packard
HPE
$59.8B
$14.8K 0.01%
601
– –
VO icon
246
Vanguard Mid-Cap ETF
VO
$106B
$14.7K 0.01%
200
– –
RIVN icon
247
Rivian
RIVN
$24.7B
$14.7K 0.01%
1,000
– –
XYZ
248
Block Inc
XYZ
$48.5B
$14.5K 0.01%
200
– –
ABB
249
DELISTED
ABB Ltd
ABB
$14.4K 0.01%
200
– –
USTB icon
250
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.25B
$14.3K 0.01%
280
– –
8 9
10
11 12

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DFP
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AWM
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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.