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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 | |
|---|---|---|---|---|---|---|
151
Johnson Controls International
JCI
$89.4B
| $41.8K | 0.04% |
+530
| New | +$42.5K |
|
152
Otis Worldwide
OTIS
$27.1B
| $41.7K | 0.04% |
+450
| New | +$45.1K |
|
153
Moderna
MRNA
$22.8B
| $40.5K | 0.04% |
+975
| New | +$46.6K |
|
154
PayPal
PYPL
$48.8B
| $39.3K | 0.03% |
+460
| New | +$38.7K |
|
155
iShares MSCI Germany ETF
EWG
$1.59B
| $39.1K | 0.03% |
+1,229
| New | +$39.9K |
|
156
Middlesex Water
MSEX
$1.06B
| $36.8K | 0.03% |
+700
| New | +$44K |
|
157
American Tower
AMT
$80.7B
| $36.7K | 0.03% |
+200
| New | +$41.4K |
|
158
Regeneron Pharmaceuticals
REGN
$74.7B
| $35.6K | 0.03% |
+50
| New | +$42K |
|
|
SI
159
DELISTED
SIEMENS AKTIENGESELLSCHAFT ADS
SI
| $35.4K | 0.03% |
+366
| New | +$35.4K |
|
160
Suncor Energy
SU
$79.4B
| $35.3K | 0.03% |
+990
| New | +$38.1K |
|
161
F5
FFIV
$22.4B
| $35.2K | 0.03% |
+140
| New | +$33.5K |
|
162
FlexShares STOXX US ESG Select Index Fund
ESG
$132M
| $34.4K | 0.03% |
+250
| New | +$34.6K |
|
163
Morgan Stanley
MS
$333B
| $34.3K | 0.03% |
+273
| New | +$33.6K |
|
164
CrowdStrike
CRWD
$190B
| $33.5K | 0.03% |
+392
| New | +$32.6K |
|
165
WSFS Financial
WSFS
$4.11B
| $31.9K | 0.03% |
+600
| New | +$32.6K |
|
166
ConocoPhillips
COP
$146B
| $31.7K | 0.03% |
+320
| New | +$34K |
|
167
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
| $31.6K | 0.03% |
+550
| New | +$32.7K |
|
|
P
168
Everpure Inc
P
$25.6B
| $30.7K | 0.03% |
+500
| New | +$27.8K |
|
169
Enterprise Products Partners
EPD
$80.9B
| $29.8K | 0.03% |
+950
| New | +$29.2K |
|
170
Chubb
CB
$134B
| $29K | 0.03% |
+105
| New | +$29.8K |
|
171
EastGroup Properties
EGP
$11.3B
| $28.9K | 0.03% |
+180
| New | +$31.1K |
|
172
Global X US Infrastructure Development ETF
PAVE
$13.9B
| $28.3K | 0.02% |
+700
| New | +$30K |
|
173
Trimble
TRMB
$13.3B
| $28.3K | 0.02% |
+400
| New | +$27.2K |
|
174
Hershey
HSY
$35.6B
| $27.8K | 0.02% |
+164
| New | +$29.4K |
|
175
Essential Properties Realty Trust
EPRT
$6.73B
| $27.5K | 0.02% |
+880
| New | +$28.9K |
|
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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.