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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
VOX icon
276
Vanguard Communication Services ETF
VOX
$5.78B
$10.1K 0.01%
54
– –
XLY icon
277
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.3B
$10.1K 0.01%
84
– –
AAXJ icon
278
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.65B
$10K 0.01%
110
– –
WELL icon
279
Welltower
WELL
$172B
$9.8K 0.01%
55
– –
PFXF icon
280
VanEck Preferred Securities ex Financials ETF
PFXF
$2.39B
$9.77K 0.01%
550
– –
CCI icon
281
Crown Castle
CCI
$34.6B
$9.65K 0.01%
100
– –
EMB icon
282
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$9.52K 0.01%
100
– –
PFF icon
283
iShares Preferred and Income Securities ETF
PFF
$13.3B
$9.49K 0.01%
300
– –
AIA icon
284
iShares Asia 50 ETF
AIA
$4.48B
$9.46K 0.01%
100
– –
PYPL icon
285
PayPal
PYPL
$49.9B
$9.39K 0.01%
140
– –
SCHF icon
286
Schwab International Equity ETF
SCHF
$65.4B
$9.31K 0.01%
400
– –
CC icon
287
Chemours
CC
$2.63B
$9.14K 0.01%
577
-40
-6% -$580
XYLG icon
288
Global X S&P 500 Covered Call & Growth ETF
XYLG
$65.7M
$9.13K 0.01%
317
– –
TOST icon
289
Toast
TOST
$17.4B
$9.13K 0.01%
250
– –
BMEZ icon
290
BlackRock Health Sciences Trust II
BMEZ
$954M
$9.09K 0.01%
+630
New +$8.95K
EWTX icon
291
Edgewise Therapeutics
EWTX
$4.28B
$9.08K 0.01%
560
– –
SMR icon
292
NuScale Power
SMR
$2.67B
$9K 0.01%
250
– –
DNTH icon
293
Dianthus Therapeutics
DNTH
$5.77B
$8.7K 0.01%
221
– –
KMI icon
294
Kinder Morgan
KMI
$71.9B
$8.69K 0.01%
307
+3
+1% +$82
VEA icon
295
Vanguard FTSE Developed Markets ETF
VEA
$226B
$8.63K 0.01%
144
– –
BTC
296
Grayscale Bitcoin Mini Trust ETF
BTC
$3.4B
$8.51K 0.01%
168
– –
ABNB icon
297
Airbnb
ABNB
$86.6B
$8.5K 0.01%
70
– –
MET icon
298
MetLife
MET
$60.5B
$8.24K 0.01%
100
– –
AMAT icon
299
Applied Materials
AMAT
$421B
$8.19K 0.01%
40
– –
HYG icon
300
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$8.12K 0.01%
100
– –
10 11
12
13 14

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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.