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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 | Miscellaneous | 17.6% |
| 2 | Consumer Discretionary | 17.46% |
| 3 | Technology | 17.41% |
| 4 | Healthcare | 15.32% |
| 5 | Industrials | 10.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.67T
| $12.5M | 11% |
+49,798
| New | +$11.7M |
|
|
2
Tesla
TSLA
$1.4T
| $6.48M | 5.72% |
+16,054
| New | +$5.17M |
|
|
3
Lowe's Companies
LOW
$115B
| $5.65M | 4.99% |
+22,910
| New | +$6.12M |
|
|
4
ProShares Ultra QQQ
QLD
$14.1B
| $4.71M | 4.16% |
+87,110
| New | +$4.66M |
|
|
5
AbbVie
ABBV
$453B
| $4.59M | 4.05% |
+25,857
| New | +$4.75M |
|
6
ProShares Ultra S&P500
SSO
$8.88B
| $4.51M | 3.98% |
+97,510
| New | +$4.59M |
|
7
Microsoft
MSFT
$3.71T
| $4.48M | 3.95% |
+10,631
| New | +$4.53M |
|
8
Home Depot
HD
$320B
| $4.43M | 3.91% |
+11,397
| New | +$4.66M |
|
9
JPMorgan Chase
JPM
$953B
| $4.26M | 3.76% |
+17,786
| New | +$4.14M |
|
10
Walt Disney
DIS
$182B
| $3.64M | 3.21% |
+32,719
| New | +$3.44M |
|
11
ProShares Ultra Russell2000
UWM
$248M
| $2.9M | 2.55% |
+69,200
| New | +$3.13M |
|
12
FedEx
FDX
$76.3B
| $2.63M | 2.32% |
+9,340
| New | +$2.61M |
|
13
Amgen
AMGN
$236B
| $2.61M | 2.3% |
+10,017
| New | +$2.97M |
|
14
Stryker
SYK
$116B
| $2.57M | 2.26% |
+7,126
| New | +$2.64M |
|
15
Amazon
AMZN
$2.79T
| $2.56M | 2.26% |
+11,682
| New | +$2.39M |
|
16
Abbott
ABT
$187B
| $2.16M | 1.91% |
+19,138
| New | +$2.21M |
|
17
Berkshire Hathaway Class B
BRK.B
$1.08T
| $2.14M | 1.88% |
+4,712
| New | +$2.18M |
|
18
United Parcel Service
UPS
$87B
| $1.65M | 1.46% |
+13,117
| New | +$1.73M |
|
19
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $1.47M | 1.3% |
+2,507
| New | +$1.48M |
|
20
Alphabet (Google) Class C
GOOG
$4.1T
| $1.41M | 1.24% |
+7,381
| New | +$1.3M |
|
21
Visa
V
$700B
| $1.36M | 1.2% |
+4,308
| New | +$1.3M |
|
22
Rockwell Automation
ROK
$48.2B
| $1.33M | 1.17% |
+4,654
| New | +$1.31M |
|
23
RTX Corp
RTX
$271B
| $1.06M | 0.93% |
+9,155
| New | +$1.11M |
|
24
Duke Energy
DUK
$93.7B
| $1.05M | 0.92% |
+9,715
| New | +$1.1M |
|
25
Cummins
CMI
$77.2B
| $1.04M | 0.92% |
+2,990
| New | +$1.05M |
|
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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 Miscellaneous at 18% of assets, followed by Consumer Discretionary and Technology.
- 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.