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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
BIIB icon
26
Biogen
BIIB
$30.9B
$944K 0.83%
+6,175
New +$1.04M
MA icon
27
Mastercard
MA
$498B
$938K 0.83%
+1,780
New +$922K
DGRO icon
28
iShares Core Dividend Growth ETF
DGRO
$42.8B
$927K 0.82%
+15,114
New +$954K
ZBH icon
29
Zimmer Biomet
ZBH
$18.8B
$723K 0.64%
+6,840
New +$734K
NEE icon
30
NextEra Energy
NEE
$184B
$716K 0.63%
+9,992
New +$776K
DE icon
31
Deere & Co
DE
$165B
$690K 0.61%
+1,628
New +$686K
ED icon
32
Consolidated Edison
ED
$41.4B
$683K 0.6%
+7,654
New +$754K
MDT icon
33
Medtronic
MDT
$112B
$680K 0.6%
+8,508
New +$737K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$121B
$678K 0.6%
+10,887
New +$698K
WM icon
35
Waste Management
WM
$95B
$603K 0.53%
+2,990
New +$642K
GD icon
36
General Dynamics
GD
$103B
$589K 0.52%
+2,234
New +$643K
NVDA icon
37
NVIDIA
NVDA
$4.6T
$581K 0.51%
+4,327
New +$596K
GLD icon
38
SPDR Gold Trust
GLD
$131B
$564K 0.5%
+2,330
New +$573K
LMT icon
39
Lockheed Martin
LMT
$131B
$505K 0.45%
+1,040
New +$567K
JNJ icon
40
Johnson & Johnson
JNJ
$640B
$503K 0.44%
+3,478
New +$539K
HON icon
41
Honeywell
HON
$76.4B
$485K 0.43%
+2,279
New +$475K
PG icon
42
Procter & Gamble
PG
$340B
$475K 0.42%
+2,833
New +$482K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.12T
$472K 0.42%
+2,496
New +$437K
CAT icon
44
Caterpillar
CAT
$361B
$458K 0.4%
+1,262
New +$489K
MCD icon
45
McDonald's
MCD
$193B
$454K 0.4%
+1,565
New +$467K
AEP icon
46
American Electric Power
AEP
$70.4B
$419K 0.37%
+4,540
New +$439K
VIG icon
47
Vanguard Dividend Appreciation ETF
VIG
$111B
$413K 0.36%
+2,111
New +$421K
COST icon
48
Costco
COST
$432B
$393K 0.35%
+429
New +$398K
LLY icon
49
Eli Lilly
LLY
$1.08T
$353K 0.31%
+457
New +$378K
NFLX icon
50
Netflix
NFLX
$307B
$351K 0.31%
+3,940
New +$324K
1
2
3 4 5

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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.