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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
GEHC icon
251
GE HealthCare
GEHC
$28.7B
$14.3K 0.01%
190
– –
ZTS icon
252
Zoetis
ZTS
$32.1B
$14.1K 0.01%
96
– –
SOLV icon
253
Solventum
SOLV
$14.1B
$14.1K 0.01%
193
– –
TTWO icon
254
Take-Two Interactive
TTWO
$43.9B
$14K 0.01%
54
– –
CVS icon
255
CVS Health
CVS
$137B
$13.9K 0.01%
185
– –
DIVO icon
256
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.33B
$13.4K 0.01%
300
– –
NGG icon
257
National Grid
NGG
$83.6B
$13.3K 0.01%
186
– –
RWL icon
258
Invesco S&P 500 Revenue ETF
RWL
$9.48B
$13.2K 0.01%
119
– –
UL icon
259
Unilever
UL
$134B
$12.9K 0.01%
194
– –
A icon
260
Agilent Technologies
A
$37.1B
$12.8K 0.01%
100
– –
MRVL icon
261
Marvell Technology
MRVL
$169B
$12.6K 0.01%
150
– –
VDE icon
262
Vanguard Energy ETF
VDE
$9.76B
$12.6K 0.01%
100
– –
VWO icon
263
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$12.5K 0.01%
231
– –
DNP icon
264
DNP Select Income Fund
DNP
$4.17B
$12.4K 0.01%
+1,234
New +$12.1K
HL icon
265
Hecla Mining
HL
$9.61B
$12.1K 0.01%
1,000
– –
LNC icon
266
Lincoln National
LNC
$8.08B
$12.1K 0.01%
300
– –
VAW icon
267
Vanguard Materials ETF
VAW
$2.96B
$12.1K 0.01%
59
– –
PANW icon
268
Palo Alto Networks
PANW
$292B
$11.6K 0.01%
+57
New +$10.9K
JEPQ icon
269
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.1B
$11.5K 0.01%
200
– –
EXAS
270
DELISTED
Exact Sciences
EXAS
$10.9K 0.01%
200
– –
FBIN icon
271
Fortune Brands Innovations
FBIN
$6.14B
$10.7K 0.01%
200
– –
VLTO icon
272
Veralto
VLTO
$23B
$10.7K 0.01%
100
– –
IEFA icon
273
iShares Core MSCI EAFE ETF
IEFA
$186B
$10.7K 0.01%
122
– –
UHS icon
274
Universal Health Services
UHS
$9.15B
$10.2K 0.01%
50
– –
XLV icon
275
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$10.2K 0.01%
73
– –
9 10
11
12 13

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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.