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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 | |
|---|---|---|---|---|---|---|
126
Wells Fargo
WFC
$261B
| $61.9K | 0.05% |
+881
| New | +$60.1K |
|
127
EOG Resources
EOG
$79.2B
| $61.3K | 0.05% |
+500
| New | +$63.9K |
|
128
Sysco
SYY
$40.8B
| $61.2K | 0.05% |
+800
| New | +$61.2K |
|
129
W.R. Berkley
WRB
$26.9B
| $59.2K | 0.05% |
+1,012
| New | +$60.6K |
|
130
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.34B
| $57.3K | 0.05% |
+600
| New | +$59.3K |
|
131
Pfizer
PFE
$143B
| $57.1K | 0.05% |
+2,151
| New | +$58.3K |
|
132
Eaton
ETN
$161B
| $54.1K | 0.05% |
+163
| New | +$57.2K |
|
133
iShares Silver Trust
SLV
$28B
| $54K | 0.05% |
+2,050
| New | +$58.6K |
|
134
Digital Realty Trust
DLR
$69.7B
| $53.2K | 0.05% |
+300
| New | +$53.2K |
|
135
Corteva
CTVA
$52.6B
| $52.2K | 0.05% |
+917
| New | +$54.2K |
|
136
Takeda Pharmaceutical
TAK
$54.6B
| $52K | 0.05% |
+3,927
| New | +$53.9K |
|
137
Phillips 66
PSX
$84.9B
| $51.8K | 0.05% |
+455
| New | +$57.9K |
|
138
Target
TGT
$65.6B
| $51.8K | 0.05% |
+383
| New | +$54.9K |
|
139
ProShares Ultra NASDAQ Biotechnology
BIB
$81.2M
| $50.7K | 0.04% |
+1,000
| New | +$59.3K |
|
140
Exelixis
EXEL
$13.3B
| $50K | 0.04% |
+1,500
| New | +$48.7K |
|
141
GE Vernova
GEV
$264B
| $47K | 0.04% |
+143
| New | +$44.7K |
|
142
Energy Transfer Partners
ET
$70.1B
| $47K | 0.04% |
+2,400
| New | +$42.5K |
|
143
Eversource Energy
ES
$26.9B
| $45.9K | 0.04% |
+800
| New | +$49.9K |
|
144
Delta Air Lines
DAL
$57.5B
| $45.4K | 0.04% |
+750
| New | +$44.3K |
|
145
Novartis
NVS
$297B
| $45.2K | 0.04% |
+464
| New | +$49.5K |
|
146
AvalonBay Communities
AVB
$26.5B
| $44K | 0.04% |
+200
| New | +$45.2K |
|
147
Bristol-Myers Squibb
BMY
$133B
| $42.7K | 0.04% |
+755
| New | +$42.2K |
|
148
Thermo Fisher Scientific
TMO
$213B
| $42.7K | 0.04% |
+82
| New | +$45.1K |
|
149
Williams Companies
WMB
$87.5B
| $42.6K | 0.04% |
+788
| New | +$42.5K |
|
150
First Commonwealth Financial
FCF
$2.18B
| $42.3K | 0.04% |
+2,500
| New | +$44.2K |
|
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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.