We are live on ! Find out more
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

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
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
ICLN icon
151
iShares Global Clean Energy ETF
ICLN
$2.48B
$45.5K 0.04%
2,940
– –
FFIV icon
152
F5
FFIV
$23.1B
$45.2K 0.04%
140
– –
MS icon
153
Morgan Stanley
MS
$339B
$43.4K 0.03%
273
– –
LIT icon
154
Global X Lithium & Battery Tech ETF
LIT
$1.51B
$43.3K 0.03%
761
+2
+0.3% +$92
FCF icon
155
First Commonwealth Financial
FCF
$2.15B
$42.6K 0.03%
2,500
– –
MSEX icon
156
Middlesex Water
MSEX
$1.07B
$42.5K 0.03%
785
– –
P
157
Everpure Inc
P
$23.1B
$41.9K 0.03%
500
– –
ET icon
158
Energy Transfer Partners
ET
$69.9B
$41.2K 0.03%
2,400
– –
OTIS icon
159
Otis Worldwide
OTIS
$28.2B
$41.1K 0.03%
450
– –
B
160
Barrick Mining
B
$58.5B
$41K 0.03%
1,250
– –
TMO icon
161
Thermo Fisher Scientific
TMO
$198B
$38.8K 0.03%
80
– –
AVB icon
162
AvalonBay Communities
AVB
$27.4B
$38.6K 0.03%
200
– –
ESG icon
163
FlexShares STOXX US ESG Select Index Fund
ESG
$131M
$38.6K 0.03%
250
– –
AMT icon
164
American Tower
AMT
$79.2B
$38.5K 0.03%
200
– –
URA icon
165
Global X Uranium ETF
URA
$5.36B
$35.8K 0.03%
750
+200
+36% +$8.25K
BMY icon
166
Bristol-Myers Squibb
BMY
$124B
$35K 0.03%
776
– –
SPOT icon
167
Spotify
SPOT
$98.3B
$34.9K 0.03%
50
– –
SCHA icon
168
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$33.5K 0.03%
1,200
– –
PAVE icon
169
Global X US Infrastructure Development ETF
PAVE
$13.9B
$33.3K 0.03%
700
– –
TGT icon
170
Target
TGT
$63.4B
$33.3K 0.03%
371
– –
VGT icon
171
Vanguard Information Technology ETF
VGT
$139B
$32.9K 0.03%
352
– –
COF icon
172
Capital One
COF
$128B
$32.7K 0.03%
+154
New +$33.7K
ERAS icon
173
Erasca
ERAS
$6.65B
$32.7K 0.03%
+15,000
New +$23.9K
TRMB icon
174
Trimble
TRMB
$12.3B
$32.7K 0.03%
400
– –
WSFS icon
175
WSFS Financial
WSFS
$4.16B
$32.4K 0.03%
600
– –
5 6
7
8 9

Similar funds

ACM
Ascent Capital Management Bend, Oregon $125M AUM 21.78% 1-Year Est. Return
QC
Qalhat Capital Tortola, British Virgin Islands $124M AUM 20.06% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 1-Year Est. Return
ACM
Aryeh Capital Management Toronto, Ontario, Canada $120M AUM 3.27% 1-Year Est. Return
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
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
1WM
1858 Wealth Management Akron, Ohio $142M AUM 30.74% 1-Year Est. Return

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.