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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 | |
|---|---|---|---|---|---|---|
176
Prologis
PLD
$135B
| $27.5K | 0.02% |
+260
| New | +$29.9K |
|
|
NUVL
177
DELISTED
Nuvalent
NUVL
| $27.4K | 0.02% |
+350
| New | +$32.7K |
|
178
Vanguard Information Technology ETF
VGT
$139B
| $27.4K | 0.02% |
+352
| New | +$27K |
|
179
Coca-Cola
KO
$377B
| $27K | 0.02% |
+434
| New | +$28.3K |
|
180
Invesco Water Resources ETF
PHO
$2.01B
| $26.3K | 0.02% |
+400
| New | +$27.9K |
|
181
Edwards Lifesciences
EW
$49.6B
| $26.1K | 0.02% |
+352
| New | +$24.6K |
|
|
B
182
Barrick Mining
B
$61.5B
| $25.6K | 0.02% |
+1,650
| New | +$30K |
|
183
Tarsus Pharmaceuticals
TARS
$2.58B
| $24.9K | 0.02% |
+450
| New | +$20.4K |
|
184
SAP
SAP
$212B
| $24.6K | 0.02% |
+100
| New | +$23.8K |
|
185
Lennox International
LII
$14.4B
| $24.4K | 0.02% |
+40
| New | +$25K |
|
186
iShares S&P 500 Growth ETF
IVW
$73.8B
| $24.4K | 0.02% |
+240
| New | +$23.9K |
|
187
PG&E
PCG
$38.3B
| $24.3K | 0.02% |
+1,203
| New | +$24.5K |
|
188
Murphy Oil
MUR
$5.7B
| $24.2K | 0.02% |
+800
| New | +$25.7K |
|
189
Innovative Industrial Properties
IIPR
$1.71B
| $24K | 0.02% |
+360
| New | +$40.5K |
|
190
Canadian Pacific Kansas City
CP
$78.1B
| $23.6K | 0.02% |
+326
| New | +$25.1K |
|
191
Yum! Brands
YUM
$42.2B
| $23.4K | 0.02% |
+174
| New | +$23.5K |
|
192
Comcast
CMCSA
$85B
| $23.2K | 0.02% |
+619
| New | +$25.7K |
|
193
Invesco Building & Construction ETF
PKB
$430M
| $23.2K | 0.02% |
+307
| New | +$25K |
|
194
Ventas
VTR
$48B
| $23.1K | 0.02% |
+393
| New | +$24.7K |
|
195
Akamai
AKAM
$16.7B
| $23K | 0.02% |
+240
| New | +$23.5K |
|
196
Global X Lithium & Battery Tech ETF
LIT
$1.51B
| $22.8K | 0.02% |
+558
| New | +$24.6K |
|
197
Spotify
SPOT
$103B
| $22.4K | 0.02% |
+50
| New | +$21.4K |
|
198
Invesco S&P Global Water Index ETF
CGW
$1.05B
| $21.7K | 0.02% |
+400
| New | +$23.4K |
|
|
NVO
199
Novo Nordisk
NVO
$208B
| $21.5K | 0.02% |
+250
| New | +$27K |
|
200
L3Harris
LHX
$51.6B
| $21K | 0.02% |
+100
| New | +$24K |
|
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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.