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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
CCI icon
276
Crown Castle
CCI
$33.3B
$9.08K 0.01%
+100
New +$10.5K
UHS icon
277
Universal Health Services
UHS
$10.2B
$8.97K 0.01%
+50
New +$10.2K
EMB icon
278
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$8.9K 0.01%
+100
New +$9.13K
CVS icon
279
CVS Health
CVS
$133B
$8.89K 0.01%
+198
New +$11.1K
XYLG icon
280
Global X S&P 500 Covered Call & Growth ETF
XYLG
$65M
$8.84K 0.01%
+317
New +$10.3K
IEFA icon
281
iShares Core MSCI EAFE ETF
IEFA
$190B
$8.57K 0.01%
+122
New +$9K
VOX icon
282
Vanguard Communication Services ETF
VOX
$5.59B
$8.37K 0.01%
+54
New +$8.24K
DEO icon
283
Diageo
DEO
$49B
$8.26K 0.01%
+65
New +$8.27K
MET icon
284
MetLife
MET
$61.9B
$8.19K 0.01%
+100
New +$8.32K
KMI icon
285
Kinder Morgan
KMI
$71.7B
$8.15K 0.01%
+297
New +$7.74K
MTTR
286
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$8.06K 0.01%
+1,700
New +$8.07K
AAXJ icon
287
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.68B
$7.94K 0.01%
+110
New +$8.36K
HYG icon
288
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$7.87K 0.01%
+100
New +$7.94K
KURA icon
289
Kura Oncology
KURA
$800M
$7.84K 0.01%
+900
New +$12.9K
SCHF icon
290
Schwab International Equity ETF
SCHF
$66.6B
$7.4K 0.01%
+400
New +$7.81K
SCHO icon
291
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$7.22K 0.01%
+300
New +$7.26K
RRC icon
292
Range Resources
RRC
$9.38B
$7.2K 0.01%
+200
New +$6.61K
BTC
293
Grayscale Bitcoin Mini Trust ETF
BTC
$3.33B
$7.03K 0.01%
+168
New +$6.18K
WELL icon
294
Welltower
WELL
$169B
$6.93K 0.01%
+55
New +$7.22K
VEA icon
295
Vanguard FTSE Developed Markets ETF
VEA
$229B
$6.89K 0.01%
+144
New +$7.23K
AIA icon
296
iShares Asia 50 ETF
AIA
$4.67B
$6.78K 0.01%
+100
New +$7.14K
DVN icon
297
Devon Energy
DVN
$52.1B
$6.55K 0.01%
+200
New +$7.53K
RBLX icon
298
Roblox
RBLX
$25.4B
$6.37K 0.01%
+110
New +$5.54K
SHEL icon
299
Shell
SHEL
$254B
$6.26K 0.01%
+100
New +$6.55K
BF.A icon
300
Brown-Forman Class A
BF.A
$13.4B
$5.65K 0.01%
+150
New +$6.49K
10 11
12
13 14

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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.