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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
+3.81%
1 Year Est. Return
+23.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$114M
Cap. Flow %
100.2%
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.7M
2
LOW icon
Lowe's Companies
LOW
+$6.12M
3
TSLA icon
Tesla
TSLA
+$5.17M
4
ABBV icon
AbbVie
ABBV
+$4.75M
5
QLD icon
ProShares Ultra QQQ
QLD
+$4.66M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 17.46%
2 Technology 17.41%
3 Healthcare 15.32%
4 Industrials 10.94%
5 Financials 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VDE icon
251
Vanguard Energy ETF
VDE
$9.98B
$12.1K 0.01%
+100
New +$12.7K
RWL icon
252
Invesco S&P 500 Revenue ETF
RWL
$9.76B
$11.7K 0.01%
+119
New +$11.9K
XLF icon
253
State Street Financial Select Sector SPDR ETF
XLF
$57.7B
$11.6K 0.01%
+239
New +$11.6K
LWLG icon
254
Lightwave Logic
LWLG
$1.04B
$11.6K 0.01%
+5,500
New +$15.8K
VWO icon
255
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$11.5K 0.01%
+261
New +$12.1K
JEPQ icon
256
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.8B
$11.3K 0.01%
+200
New +$11.2K
EXAS
257
DELISTED
Exact Sciences
EXAS
$11.2K 0.01%
+200
New +$12.4K
VAW icon
258
Vanguard Materials ETF
VAW
$2.97B
$11.1K 0.01%
+59
New +$12.1K
STZ icon
259
Constellation Brands
STZ
$22.4B
$11.1K 0.01%
+50
New +$11.9K
BIDU icon
260
Baidu
BIDU
$38.4B
$11K 0.01%
+130
New +$11.9K
NGG icon
261
National Grid
NGG
$80.1B
$10.9K 0.01%
+191
New +$11.5K
ABB
262
DELISTED
ABB Ltd
ABB
$10.7K 0.01%
+200
New +$10.7K
CC icon
263
Chemours
CC
$2.55B
$10.4K 0.01%
+617
New +$12K
RIVN icon
264
Rivian
RIVN
$22.5B
$10.3K 0.01%
+775
New +$8.92K
RPRX icon
265
Royalty Pharma
RPRX
$25.4B
$10.2K 0.01%
+400
New +$10.6K
VLTO icon
266
Veralto
VLTO
$23B
$10.2K 0.01%
+100
New +$10.7K
XLV icon
267
State Street Health Care Select Sector SPDR ETF
XLV
$41.6B
$10K 0.01%
+73
New +$10.7K
TTWO icon
268
Take-Two Interactive
TTWO
$46B
$9.94K 0.01%
+54
New +$9.37K
ZM icon
269
Zoom
ZM
$29.1B
$9.79K 0.01%
+120
New +$9.43K
LNC icon
270
Lincoln National
LNC
$8.8B
$9.51K 0.01%
+300
New +$10K
PFXF icon
271
VanEck Preferred Securities ex Financials ETF
PFXF
$2.43B
$9.49K 0.01%
+550
New +$9.89K
PFF icon
272
iShares Preferred and Income Securities ETF
PFF
$13.2B
$9.43K 0.01%
+300
New +$9.79K
XLY icon
273
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$9.42K 0.01%
+84
New +$8.98K
ABNB icon
274
Airbnb
ABNB
$89.9B
$9.2K 0.01%
+70
New +$9.43K
TOST icon
275
Toast
TOST
$19B
$9.11K 0.01%
+250
New +$8.79K
9 10
11
12 13

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DFP
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AWM
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Crowley Wealth Management's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Crowley Wealth Management, which disclosed 428 positions worth $113M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is Apple: 49,798 shares worth $12.5M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 17% of assets, followed by Technology and Healthcare.

  • Crowley Wealth Management's largest Q4 2024 buy was Apple: 49,798 shares worth $12.5M.
  • Crowley Wealth Management's ten largest holdings make up 49% of its $113M portfolio in Q4 2024.
  • Crowley Wealth Management disclosed 428 positions in Q4 2024, its first 13F filing on record.

Based on Crowley Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.