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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
SBUX icon
376
Starbucks
SBUX
$120B
$1.73K ﹤0.01%
+19
New +$1.84K
MTB icon
377
M&T Bank
MTB
$35.7B
$1.69K ﹤0.01%
+9
New +$1.79K
STE icon
378
Steris
STE
$22.3B
$1.64K ﹤0.01%
+8
New +$1.75K
ADEA icon
379
Adeia
ADEA
$2.94B
$1.61K ﹤0.01%
+115
New +$1.45K
ENTG icon
380
Entegris
ENTG
$18.1B
$1.58K ﹤0.01%
+16
New +$1.69K
LITE icon
381
Lumentum
LITE
$55.5B
$1.51K ﹤0.01%
+18
New +$1.4K
COO icon
382
Cooper Companies
COO
$14.1B
$1.47K ﹤0.01%
+16
New +$1.63K
PPBT
383
Purple Biotech
PPBT
$1.31M
$1.41K ﹤0.01%
+30
New +$1.16K
CFG icon
384
Citizens Financial Group
CFG
$30.3B
$1.4K ﹤0.01%
+32
New +$1.42K
VEU icon
385
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$1.4K ﹤0.01%
+24
New +$1.45K
SIRI icon
386
SiriusXM
SIRI
$9.98B
$1.37K ﹤0.01%
+60
New +$1.53K
POOL icon
387
Pool Corp
POOL
$6.75B
$1.36K ﹤0.01%
+4
New +$1.46K
SCHW
388
Charles Schwab
SCHW
$183B
$1.33K ﹤0.01%
+18
New +$1.35K
WST icon
389
West Pharmaceutical
WST
$24B
$1.31K ﹤0.01%
+4
New +$1.26K
GDXJ icon
390
VanEck Junior Gold Miners ETF
GDXJ
$6.86B
$1.07K ﹤0.01%
+25
New +$1.21K
NXPI icon
391
NXP Semiconductors
NXPI
$57.8B
$1.04K ﹤0.01%
+5
New +$1.14K
ACCD
392
DELISTED
Accolade Inc
ACCD
$1.03K ﹤0.01%
+300
New +$1.07K
TROW icon
393
T. Rowe Price
TROW
$23.9B
$1.02K ﹤0.01%
+9
New +$1.04K
QUBT icon
394
Quantum Computing Inc
QUBT
$1.83B
$993 ﹤0.01%
+60
New +$330
VIAV icon
395
Viavi Solutions
VIAV
$9.12B
$939 ﹤0.01%
+93
New +$918
GNRC icon
396
Generac Holdings
GNRC
$11.6B
$930 ﹤0.01%
+6
New +$1.04K
GIS icon
397
General Mills
GIS
$19.1B
$893 ﹤0.01%
+14
New +$939
NIO icon
398
NIO
NIO
$12.2B
$872 ﹤0.01%
+200
New +$1.02K
INO icon
399
Inovio Pharmaceuticals
INO
$55.7M
$739 ﹤0.01%
+404
New +$1.79K
EXFY icon
400
Expensify
EXFY
$176M
$670 ﹤0.01%
+200
New +$538
13 14 15
16
17

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DFP
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ACM
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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.