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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 | |
|---|---|---|---|---|---|---|
101
DuPont de Nemours
DD
$18.5B
| $101K | 0.09% |
+1,054
| New | +$110K |
|
102
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
| $100K | 0.09% |
+3,760
| New | +$106K |
|
103
Verizon
VZ
$194B
| $98.6K | 0.09% |
+2,466
| New | +$104K |
|
104
iShares Core S&P 500 ETF
IVV
$871B
| $97.7K | 0.09% |
+166
| New | +$98.3K |
|
105
GE Aerospace
GE
$372B
| $96.1K | 0.08% |
+576
| New | +$103K |
|
106
Uber
UBER
$142B
| $94.4K | 0.08% |
+1,565
| New | +$112K |
|
107
Carrier Global
CARR
$51.3B
| $92.2K | 0.08% |
+1,350
| New | +$102K |
|
108
Vanguard Total Bond Market
BND
$157B
| $89.5K | 0.08% |
+1,244
| New | +$91K |
|
109
Automatic Data Processing
ADP
$105B
| $88.3K | 0.08% |
+302
| New | +$89.2K |
|
110
Prudential Financial
PRU
$42.5B
| $86.3K | 0.08% |
+728
| New | +$89.9K |
|
111
Intuitive Surgical
ISRG
$125B
| $86.1K | 0.08% |
+165
| New | +$85.9K |
|
112
Union Pacific
UNP
$173B
| $85.6K | 0.08% |
+375
| New | +$88.8K |
|
|
BNY
113
Bank of New York Mellon
BNY
$106B
| $83.1K | 0.07% |
+1,082
| New | +$83.6K |
|
114
Vanguard Morningstar Small-Cap Value ETF
VBR
$37B
| $80.1K | 0.07% |
+404
| New | +$82.9K |
|
115
Vanguard Morningstar Value ETF
VTV
$187B
| $77.4K | 0.07% |
+457
| New | +$80.2K |
|
116
Dow Inc
DOW
$21.7B
| $70.9K | 0.06% |
+1,767
| New | +$82.4K |
|
117
Exelon
EXC
$47B
| $69.4K | 0.06% |
+1,844
| New | +$71.5K |
|
118
State Street
STT
$50.7B
| $69.1K | 0.06% |
+704
| New | +$66.7K |
|
119
Danaher
DHR
$136B
| $68.9K | 0.06% |
+300
| New | +$73.7K |
|
120
Paychex
PAYX
$41.3B
| $68.2K | 0.06% |
+486
| New | +$69K |
|
121
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$35.9B
| $67.6K | 0.06% |
+1,322
| New | +$70.3K |
|
122
Salesforce
CRM
$149B
| $66.9K | 0.06% |
+200
| New | +$63.8K |
|
123
Vanguard Morningstar Small-Cap ETF
VB
$79.1B
| $66.8K | 0.06% |
+278
| New | +$68.4K |
|
124
iShares S&P Small-Cap 600 Value ETF
IJS
$8.08B
| $65.6K | 0.06% |
+604
| New | +$66.9K |
|
125
Grayscale Bitcoin Trust
GBTC
$9.38B
| $62.2K | 0.05% |
+840
| New | +$55.4K |
|
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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.