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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

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

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

1 Technology 17.55%
2 Consumer Discretionary 16.37%
3 Healthcare 14.59%
4 Financials 8.97%
5 Industrials 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LIN icon
76
Linde
LIN
$241B
$228K 0.18%
480
– –
EXC icon
77
Exelon
EXC
$47.9B
$219K 0.17%
4,864
+1,900
+64% +$83.4K
SO icon
78
Southern Company
SO
$108B
$216K 0.17%
2,280
– –
MRK icon
79
Merck
MRK
$315B
$205K 0.16%
2,437
-341
-12% -$28.1K
ORCL icon
80
Oracle
ORCL
$358B
$197K 0.16%
700
– –
D icon
81
Dominion Energy
D
$63.1B
$190K 0.15%
3,100
+650
+27% +$38.6K
SCCO icon
82
Southern Copper
SCCO
$147B
$187K 0.15%
1,584
+51
+3% +$5.01K
KMB icon
83
Kimberly-Clark
KMB
$36.2B
$183K 0.15%
1,475
-100
-6% -$12.9K
GE icon
84
GE Aerospace
GE
$361B
$176K 0.14%
586
+10
+2% +$2.73K
XLK icon
85
State Street Technology Select Sector SPDR ETF
XLK
$114B
$175K 0.14%
1,240
+40
+3% +$5.3K
BA icon
86
Boeing
BA
$169B
$173K 0.14%
802
– –
SCHD icon
87
Schwab US Dividend Equity ETF
SCHD
$100B
$168K 0.13%
6,160
– –
NOC icon
88
Northrop Grumman
NOC
$73.7B
$165K 0.13%
271
+15
+6% +$8.51K
NOW icon
89
ServiceNow
NOW
$107B
$164K 0.13%
890
– –
DVY icon
90
iShares Select Dividend ETF
DVY
$23.8B
$163K 0.13%
1,145
+225
+24% +$31.2K
IWM icon
91
iShares Russell 2000 ETF
IWM
$82.2B
$161K 0.13%
665
+50
+8% +$11.5K
IBM icon
92
IBM
IBM
$206B
$158K 0.13%
560
+10
+2% +$2.62K
UBER icon
93
Uber
UBER
$151B
$153K 0.12%
1,565
– –
MMM icon
94
3M
MMM
$84.4B
$152K 0.12%
978
– –
TQQQ icon
95
ProShares UltraPro QQQ
TQQQ
$32.5B
$145K 0.12%
+2,800
New +$128K
NBIX icon
96
Neurocrine Biosciences
NBIX
$17.2B
$140K 0.11%
1,000
– –
T icon
97
AT&T
T
$153B
$140K 0.11%
4,945
– –
TXN icon
98
Texas Instruments
TXN
$265B
$130K 0.1%
705
– –
NEM icon
99
Newmont
NEM
$97B
$129K 0.1%
1,531
+11
+0.7% +$767
AMD icon
100
Advanced Micro Devices
AMD
$817B
$128K 0.1%
792
+47
+6% +$7.58K
2 3
4
5 6

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DFP
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AWM
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RA
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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 Technology at 18% of assets, up from 17% a quarter earlier, followed by Consumer Discretionary and Healthcare.

  • 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.