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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
NVO
351
Novo Nordisk
NVO
$223B
$2.77K ﹤0.01%
50
– –
CSX icon
352
CSX Corp
CSX
$94.3B
$2.73K ﹤0.01%
77
– –
PATH icon
353
UiPath
PATH
$6.3B
$2.68K ﹤0.01%
200
– –
DOC icon
354
Healthpeak Properties
DOC
$15.5B
$2.6K ﹤0.01%
136
– –
MAT icon
355
Mattel
MAT
$4.16B
$2.52K ﹤0.01%
150
– –
WTS icon
356
Watts Water Technologies
WTS
$11.6B
$2.51K ﹤0.01%
9
– –
TAN icon
357
Invesco Solar ETF
TAN
$1.58B
$2.44K ﹤0.01%
56
– –
CAVA icon
358
CAVA Group
CAVA
$8.02B
$2.42K ﹤0.01%
40
– –
RJF icon
359
Raymond James Financial
RJF
$32.8B
$2.42K ﹤0.01%
14
– –
TDY icon
360
Teledyne Technologies
TDY
$29.4B
$2.34K ﹤0.01%
4
– –
ODFL icon
361
Old Dominion Freight Line
ODFL
$48.6B
$2.25K ﹤0.01%
16
– –
JKHY icon
362
Jack Henry & Associates
JKHY
$10.8B
$2.23K ﹤0.01%
15
– –
RMD icon
363
ResMed
RMD
$28.9B
$2.19K ﹤0.01%
8
– –
WAT icon
364
Waters Corp
WAT
$36.2B
$2.1K ﹤0.01%
7
– –
SBRA icon
365
Sabra Healthcare REIT
SBRA
$5.07B
$2.05K ﹤0.01%
110
– –
GNTX icon
366
Gentex
GNTX
$5.19B
$1.98K ﹤0.01%
70
– –
STE icon
367
Steris
STE
$21.2B
$1.98K ﹤0.01%
8
– –
ADEA icon
368
Adeia
ADEA
$2.8B
$1.93K ﹤0.01%
115
– –
DECK icon
369
Deckers Outdoor
DECK
$14.8B
$1.82K ﹤0.01%
18
– –
IEX icon
370
IDEX
IEX
$16.6B
$1.79K ﹤0.01%
11
– –
OGN icon
371
Organon & Co
OGN
$3.55B
$1.76K ﹤0.01%
165
– –
INFY icon
372
Infosys
INFY
$46.5B
$1.74K ﹤0.01%
107
– –
CPRT icon
373
Copart
CPRT
$25.6B
$1.62K ﹤0.01%
36
– –
BRO icon
374
Brown & Brown
BRO
$23.5B
$1.59K ﹤0.01%
17
– –
ENTG icon
375
Entegris
ENTG
$21.1B
$1.48K ﹤0.01%
16
– –
13 14
15
16 17

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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.