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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 %
100.2%
Top 10 Hldgs %
48.72%
Holding
428
New
428
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$11.7M
2
LOW icon
Lowe's Companies
LOW
+$6.12M
3
TSLA icon
Tesla
TSLA
+$5.17M
4
ABBV icon
AbbVie
ABBV
+$4.75M
5
QLD icon
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
AAPL icon
1
Apple
AAPL
$4.9T
$12.5M 11%
+49,798
New +$11.7M
TSLA icon
2
Tesla
TSLA
$1.43T
$6.48M 5.72%
+16,054
New +$5.17M
LOW icon
3
Lowe's Companies
LOW
$117B
$5.65M 4.99%
+22,910
New +$6.12M
QLD icon
4
ProShares Ultra QQQ
QLD
$13B
$4.71M 4.16%
+87,110
New +$4.66M
ABBV icon
5
AbbVie
ABBV
$450B
$4.59M 4.05%
+25,857
New +$4.75M
SSO icon
6
ProShares Ultra S&P500
SSO
$7.87B
$4.51M 3.98%
+97,510
New +$4.59M
MSFT icon
7
Microsoft
MSFT
$2.93T
$4.48M 3.95%
+10,631
New +$4.53M
HD icon
8
Home Depot
HD
$338B
$4.43M 3.91%
+11,397
New +$4.66M
JPM icon
9
JPMorgan Chase
JPM
$907B
$4.26M 3.76%
+17,786
New +$4.14M
DIS icon
10
Walt Disney
DIS
$170B
$3.64M 3.21%
+32,719
New +$3.44M
UWM icon
11
ProShares Ultra Russell2000
UWM
$277M
$2.9M 2.55%
+69,200
New +$3.13M
FDX icon
12
FedEx
FDX
$74.7B
$2.63M 2.32%
+9,340
New +$2.61M
AMGN icon
13
Amgen
AMGN
$198B
$2.61M 2.3%
+10,017
New +$2.97M
SYK icon
14
Stryker
SYK
$123B
$2.57M 2.26%
+7,126
New +$2.64M
AMZN icon
15
Amazon
AMZN
$2.66T
$2.56M 2.26%
+11,682
New +$2.39M
ABT icon
16
Abbott
ABT
$175B
$2.16M 1.91%
+19,138
New +$2.21M
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.14M 1.88%
+4,712
New +$2.18M
UPS icon
18
United Parcel Service
UPS
$100B
$1.65M 1.46%
+13,117
New +$1.73M
SPY icon
19
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$1.47M 1.3%
+2,507
New +$1.48M
GOOG icon
20
Alphabet (Google) Class C
GOOG
$4.22T
$1.41M 1.24%
+7,381
New +$1.3M
V icon
21
Visa
V
$682B
$1.36M 1.2%
+4,308
New +$1.3M
ROK icon
22
Rockwell Automation
ROK
$51.4B
$1.33M 1.17%
+4,654
New +$1.31M
RTX icon
23
RTX Corp
RTX
$261B
$1.06M 0.93%
+9,155
New +$1.11M
DUK icon
24
Duke Energy
DUK
$97.5B
$1.05M 0.92%
+9,715
New +$1.1M
CMI icon
25
Cummins
CMI
$89.5B
$1.04M 0.92%
+2,990
New +$1.05M
1
2 3 4 5

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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.