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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 Miscellaneous 22.28%
2 Technology 17.55%
3 Consumer Discretionary 16.37%
4 Healthcare 14.59%
5 Financials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BXC icon
376
BlueLinx
BXC
$643M
$1.46K ﹤0.01%
20
– –
BAH icon
377
Booz Allen Hamilton
BAH
$8.76B
$1.4K ﹤0.01%
14
– –
SIRI icon
378
SiriusXM
SIRI
$9.77B
$1.4K ﹤0.01%
60
– –
SERV
379
Serve Robotics
SERV
$429M
$1.4K ﹤0.01%
+120
New +$1.32K
POOL icon
380
Pool Corp
POOL
$6.73B
$1.24K ﹤0.01%
4
– –
COO icon
381
Cooper Companies
COO
$13.6B
$1.1K ﹤0.01%
16
– –
SPSC icon
382
SPS Commerce
SPSC
$2.99B
$1.04K ﹤0.01%
10
– –
BAX icon
383
Baxter International
BAX
$13.4B
$950 ﹤0.01%
+42
New +$1.06K
INO icon
384
Inovio Pharmaceuticals
INO
$148M
$945 ﹤0.01%
404
– –
PLUG icon
385
Plug Power
PLUG
$3.03B
$792 ﹤0.01%
+340
New +$576
TRLV
386
Trulieve Cannabis Corp
TRLV
$2.33B
$564 ﹤0.01%
70
– –
BXSL icon
387
Blackstone Secured Lending
BXSL
$5.76B
$547 ﹤0.01%
21
– –
CIFR icon
388
Cipher Digital
CIFR
$7.36B
$239 ﹤0.01%
19
– –
CMPS
389
Compass Pathways
CMPS
$1.84B
$172 ﹤0.01%
30
– –
BIRD icon
390
Smartbird Inc
BIRD
$29.8M
$153 ﹤0.01%
+27
New +$222
BITO icon
391
ProShares Bitcoin Strategy ETF
BITO
$1.68B
$98 ﹤0.01%
5
– –
BUZZ icon
392
VanEck Social Sentiment ETF
BUZZ
$99.6M
$72 ﹤0.01%
2
– –
IDEX
393
DELISTED
Ideanomics, Inc. Common Stock
IDEX
$63 ﹤0.01%
6,254
– –
GRWG icon
394
GrowGeneration
GRWG
$97.2M
$56 ﹤0.01%
30
– –
VG
395
Venture Global Inc
VG
$36.1B
$28 ﹤0.01%
2
– –
CLSK icon
396
CleanSpark
CLSK
$3.26B
$15 ﹤0.01%
1
– –
BPMC
397
DELISTED
Blueprint Medicines
BPMC
– –
-200
Closed -$25.6K
FTNT icon
398
Fortinet
FTNT
$115B
– –
-10
Closed -$1.06K
GDXJ icon
399
VanEck Junior Gold Miners ETF
GDXJ
$9.72B
– –
-25
Closed -$1.69K
IONQ icon
400
IonQ
IONQ
$16B
– –
-50
Closed -$2.15K
13 14 15
16
17

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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 Miscellaneous at 22% of assets, up from 20% a quarter earlier, followed by Technology and Consumer Discretionary.

  • 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.