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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
SCCO icon
76
Southern Copper
SCCO
$142B
$151K 0.13%
+1,751
New +$175K
BA icon
77
Boeing
BA
$169B
$149K 0.13%
+844
New +$132K
T icon
78
AT&T
T
$159B
$149K 0.13%
+6,545
New +$147K
MMM icon
79
3M
MMM
$90.3B
$146K 0.13%
+1,134
New +$149K
XLK icon
80
State Street Technology Select Sector SPDR ETF
XLK
$114B
$140K 0.12%
+1,200
New +$140K
NBIX icon
81
Neurocrine Biosciences
NBIX
$16.7B
$137K 0.12%
+1,000
New +$124K
USB icon
82
US Bancorp
USB
$97.6B
$135K 0.12%
+2,824
New +$139K
SCHD icon
83
Schwab US Dividend Equity ETF
SCHD
$102B
$134K 0.12%
+4,905
New +$139K
TXN icon
84
Texas Instruments
TXN
$253B
$132K 0.12%
+705
New +$141K
ACN icon
85
Accenture
ACN
$99B
$131K 0.12%
+373
New +$134K
IBM icon
86
IBM
IBM
$204B
$125K 0.11%
+567
New +$126K
CEG icon
87
Constellation Energy
CEG
$93.9B
$122K 0.11%
+547
New +$136K
NEM icon
88
Newmont
NEM
$97.6B
$122K 0.11%
+3,270
New +$149K
AMD icon
89
Advanced Micro Devices
AMD
$801B
$120K 0.11%
+990
New +$142K
ORCL icon
90
Oracle
ORCL
$367B
$117K 0.1%
+700
New +$124K
DVY icon
91
iShares Select Dividend ETF
DVY
$23.4B
$116K 0.1%
+882
New +$120K
NOC icon
92
Northrop Grumman
NOC
$75.4B
$113K 0.1%
+241
New +$121K
ADBE icon
93
Adobe
ADBE
$96.8B
$113K 0.1%
+253
New +$125K
ELV icon
94
Elevance Health
ELV
$81.2B
$111K 0.1%
+300
New +$126K
SOXX icon
95
iShares Semiconductor ETF
SOXX
$42.3B
$110K 0.1%
+510
New +$114K
EMR icon
96
Emerson Electric
EMR
$83.2B
$110K 0.1%
+884
New +$107K
F icon
97
Ford
F
$57.8B
$107K 0.09%
+10,857
New +$116K
AVUV icon
98
Avantis US Small Cap Value ETF
AVUV
$30.1B
$106K 0.09%
+1,100
New +$109K
EIX icon
99
Edison International
EIX
$29B
$104K 0.09%
+1,300
New +$109K
QQQ icon
100
Invesco QQQ Trust
QQQ
$450B
$102K 0.09%
+200
New +$101K
2 3
4
5 6

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QC
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DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
ACM
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AWM
Accredited Wealth Management Louisville, Kentucky $134M AUM 11.14% 1-Year Est. Return
PI
Point72 Italy Milan, Italy $135M AUM 59.85% 1-Year Est. Return
RA
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1WM
1858 Wealth Management Akron, Ohio $142M AUM 30.74% 1-Year Est. Return

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.