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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
% of AUM
100.2%
Top 10 Holdings %
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$11.7M |
| 2 |
Lowe's Companies
LOW
|
+$6.12M |
| 3 |
Tesla
TSLA
|
+$5.17M |
| 4 |
AbbVie
ABBV
|
+$4.75M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Carnival Corporation Ltd
CCL
$38.1B
| $2.49K | ﹤0.01% |
+100
| New | +$2.34K |
|
352
CSX Corp
CSX
$93.4B
| $2.48K | ﹤0.01% |
+77
| New | +$2.64K |
|
353
Organon & Co
OGN
$3.56B
| $2.46K | ﹤0.01% |
+165
| New | +$2.69K |
|
354
American Express
AXP
$227B
| $2.37K | ﹤0.01% |
+8
| New | +$2.3K |
|
355
Infosys
INFY
$48.7B
| $2.35K | ﹤0.01% |
+107
| New | +$2.39K |
|
356
Anixa Biosciences
ANIX
$116M
| $2.32K | ﹤0.01% |
+1,000
| New | +$3.1K |
|
357
IDEX
IEX
$17B
| $2.3K | ﹤0.01% |
+11
| New | +$2.41K |
|
358
Raymond James Financial
RJF
$33.8B
| $2.17K | ﹤0.01% |
+14
| New | +$2.12K |
|
359
Pitney Bowes
PBI
$2.4B
| $2.17K | ﹤0.01% |
+300
| New | +$2.23K |
|
360
Principal Financial Group
PFG
$24.3B
| $2.17K | ﹤0.01% |
+28
| New | +$2.36K |
|
361
IonQ
IONQ
$13.6B
| $2.09K | ﹤0.01% |
+50
| New | +$1.25K |
|
362
Copart
CPRT
$27B
| $2.07K | ﹤0.01% |
+36
| New | +$2.05K |
|
363
Blackrock
BLK
$169B
| $2.05K | ﹤0.01% |
+2
| New | +$2.03K |
|
364
BlueLinx
BXC
$422M
| $2.04K | ﹤0.01% |
+20
| New | +$2.29K |
|
365
Smith & Wesson
SWBI
$651M
| $2.02K | ﹤0.01% |
+200
| New | +$2.5K |
|
366
Gentex
GNTX
$4.97B
| $2.01K | ﹤0.01% |
+70
| New | +$2.1K |
|
367
Marriott International
MAR
$98.3B
| $1.95K | ﹤0.01% |
+7
| New | +$1.92K |
|
368
Sabra Healthcare REIT
SBRA
$5.34B
| $1.91K | ﹤0.01% |
+110
| New | +$2.01K |
|
369
Teledyne Technologies
TDY
$30.4B
| $1.86K | ﹤0.01% |
+4
| New | +$1.86K |
|
370
SPS Commerce
SPSC
$2.64B
| $1.84K | ﹤0.01% |
+10
| New | +$1.88K |
|
371
ResMed
RMD
$30.6B
| $1.83K | ﹤0.01% |
+8
| New | +$1.93K |
|
372
Watts Water Technologies
WTS
$11.5B
| $1.83K | ﹤0.01% |
+9
| New | +$1.87K |
|
373
Saia
SAIA
$9.27B
| $1.82K | ﹤0.01% |
+4
| New | +$1.98K |
|
374
Booz Allen Hamilton
BAH
$8.39B
| $1.8K | ﹤0.01% |
+14
| New | +$2.17K |
|
375
Brown & Brown
BRO
$23.6B
| $1.73K | ﹤0.01% |
+17
| New | +$1.81K |
|
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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.