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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 | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Value ETF
IVE
$49.1B
| $328K | 0.29% |
+1,717
| New | +$341K |
|
52
Walmart Inc
WMT
$884B
| $326K | 0.29% |
+3,604
| New | +$313K |
|
53
ExxonMobil
XOM
$651B
| $321K | 0.28% |
+2,986
| New | +$349K |
|
54
Becton Dickinson
BDX
$45.6B
| $311K | 0.27% |
+1,370
| New | +$316K |
|
55
Vanguard Morningstar Mega Cap Growth ETF
MGK
$32.1B
| $299K | 0.26% |
+4,355
| New | +$293K |
|
56
Alnylam Pharmaceuticals
ALNY
$27.4B
| $294K | 0.26% |
+1,250
| New | +$329K |
|
57
Vanguard Morningstar Total Stock Market ETF
VTI
$657B
| $285K | 0.25% |
+983
| New | +$287K |
|
58
PNC Financial Services
PNC
$99.2B
| $281K | 0.25% |
+1,455
| New | +$286K |
|
59
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51B
| $277K | 0.24% |
+3,156
| New | +$273K |
|
60
Merck
MRK
$321B
| $274K | 0.24% |
+2,757
| New | +$284K |
|
61
Dominion Energy
D
$61.3B
| $270K | 0.24% |
+5,010
| New | +$286K |
|
62
Meta Platforms (Facebook)
META
$1.37T
| $252K | 0.22% |
+431
| New | +$253K |
|
63
iShares Russell 2000 ETF
IWM
$80.2B
| $246K | 0.22% |
+1,115
| New | +$254K |
|
64
PepsiCo
PEP
$191B
| $246K | 0.22% |
+1,619
| New | +$265K |
|
65
Gilead Sciences
GILD
$163B
| $229K | 0.2% |
+2,480
| New | +$223K |
|
66
Qualcomm
QCOM
$160B
| $222K | 0.2% |
+1,448
| New | +$237K |
|
67
Chevron
CVX
$383B
| $219K | 0.19% |
+1,512
| New | +$231K |
|
68
Bank of America
BAC
$433B
| $215K | 0.19% |
+4,886
| New | +$215K |
|
69
Kimberly-Clark
KMB
$36.6B
| $206K | 0.18% |
+1,575
| New | +$215K |
|
70
Southern Company
SO
$106B
| $204K | 0.18% |
+2,480
| New | +$218K |
|
71
Linde
LIN
$235B
| $201K | 0.18% |
+480
| New | +$219K |
|
72
ServiceNow
NOW
$114B
| $189K | 0.17% |
+890
| New | +$180K |
|
|
FISV
73
Fiserv Inc
FISV
$28.8B
| $172K | 0.15% |
+836
| New | +$171K |
|
74
Broadcom
AVGO
$1.85T
| $172K | 0.15% |
+740
| New | +$137K |
|
75
Southwest Airlines
LUV
$22.3B
| $155K | 0.14% |
+4,602
| New | +$147K |
|
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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.