Crowley Wealth Management, Inc. Purchases in Q1 2025

Crowley Wealth Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AIQ
Global X Funds Global X Artifi

ETFs
3.25K
New
$36.38 - $42.77 $118K - $139K
3.25K $118M
SOXX
Ishares Semiconductor ETF

ETFs
645
+ 126.47%
$188.17 - $235.81 $121K - $152K
1.16K $217M
IRBO
Ishares Robotics & Artificial

ETFs
2.55K
New
N/A
2.55K $80.2M
JNJ
Johnson & Johnson

Healthcare
16
+ 0.46%
$142.06 - $167.7 $2.27K - $2.68K
3.49K $580M
DE
Deere & CO

Industrials
3
+ 0.18%
$408.57 - $509.27 $1.23K - $1.53K
1.63K $766M
PSJ
Invesco Exchange Traded Fd Tr

ETFs
1.69K
New
N/A
1.69K $68.4M
PHO
Invesco Exchange Traded Fd Tr

ETFs
900
+ 225.0%
$63.77 - $68.75 $57.4K - $61.9K
1.3K $83.9M
Ishares Ai Invatn And Tec Act ETF
2.3K
New
N/A
2.3K $50.3M
MCD
Mcdonalds Corp

Consumer Cyclical
5
+ 0.32%
$279.74 - $321.29 $1.4K - $1.61K
1.57K $490M
CVX
Chevron Corp

Energy
11
+ 0.73%
$146.71 - $167.97 $1.61K - $1.85K
1.52K $255M
NFLX
Netflix Inc

Communication Services
15
+ 3.81%
$828.4 - $1058.6 $12.4K - $15.9K
409 $381M
ICLN
Ishares

ETFs
2.5K
+ 568.18%
$10.94 - $11.86 $27.4K - $29.7K
2.94K $33.6M
BFLY
Butterfly Network, Inc.

Healthcare
10K
New
$2.28 - $4.82 $22.8K - $48.2K
10K $22.8M
MTB
M&T Bank Corp

Financial Services
124
+ 1377.78%
$170.47 - $201.98 $21.1K - $25K
133 $23.8M
IBM
International Business Machines Corp

Technology
10
+ 1.76%
$217.4 - $264.74 $2.17K - $2.65K
577 $143M
YORW
York Water CO

Utilities
500
+ 100.0%
$30.03 - $35.0 $15K - $17.5K
1K $34.7M
VNQ
Vanguard Specialized Funds Van

ETFs
200
New
$85.55 - $94.34 $17.1K - $18.9K
200 $18.1M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
250
New
$62.72 - $71.92 $15.7K - $18K
250 $15.8M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.7%
$890.62 - $1076.86 $2.67K - $3.23K
432 $409M
DLTR
Dollar Tree, Inc.

Consumer Defensive
200
New
$61.92 - $76.95 $12.4K - $15.4K
200 $15M
VZ
Verizon Communications Inc

Communication Services
24
+ 0.97%
$37.81 - $46.49 $907 - $1.12K
2.49K $113M
EWTX
Edgewise Therapeutics, Inc.

Healthcare
560
New
$22.0 - $30.03 $12.3K - $16.8K
560 $12.3M
COGT
Cogent Biosciences, Inc.

Healthcare
1.7K
New
$5.99 - $9.66 $10.2K - $16.4K
1.7K $10.2M
DELL
Dell Technologies Inc.

Technology
150
+ 86.21%
$90.34 - $124.66 $13.6K - $18.7K
324 $29.5M
AMD
Advanced Micro Devices Inc

Technology
250
+ 25.25%
$96.63 - $129.55 $24.2K - $32.4K
1.24K $127M
SMR
Nuscale Power Corp

Industrials
500
New
$14.16 - $29.08 $7.08K - $14.5K
500 $7.08M
PAYX
Paychex Inc

Industrials
1
+ 0.21%
$136.06 - $154.52 $136 - $155
487 $75.1M
LIT
Global X Fds Global X Lithium

ETFs
201
+ 36.02%
$38.8 - $42.84 $7.8K - $8.61K
759 $29.4M
KO
Coca Cola CO

Consumer Defensive
29
+ 6.68%
$60.81 - $72.32 $1.76K - $2.1K
463 $33.2M
AMAT
Applied Materials Inc

Technology
40
New
$145.06 - $195.51 $5.8K - $7.82K
40 $5.81M
BMY
Bristol Myers Squibb CO

Healthcare
21
+ 2.78%
$53.9 - $63.11 $1.13K - $1.33K
776 $47.3M
AVGO
Broadcom Inc.

Technology
310
+ 41.89%
$167.43 - $244.7 $51.9K - $75.9K
1.05K $176M
CSCO
Cisco Systems, Inc.

Technology
48
+ 13.87%
$58.74 - $64.87 $2.82K - $3.11K
394 $24.3M
LCID
Lucid Group, Inc.

Consumer Cyclical
1.37K
+ 1053.85%
$2.03 - $3.48 $2.78K - $4.77K
1.5K $3.63M
CAH
Cardinal Health Inc

Healthcare
1
+ 0.65%
$118.02 - $137.77 $118 - $138
155 $21.4M
NVDA
Nvidia Corp

Technology
1.06K
+ 24.57%
$106.98 - $149.43 $114K - $159K
5.39K $584M
Nebius Group N V A Fclass A
300
+ 60.0%
N/A
800 $16.9M
INTC
Intel Corp

Technology
18
+ 2.24%
$19.1 - $27.39 $344 - $493
821 $18.6M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
225
+ 29.03%
$10.61 - $16.49 $2.39K - $3.71K
1K $12.5M
SBUX
Starbucks Corp

Consumer Cyclical
19
+ 100.0%
$91.75 - $115.81 $1.74K - $2.2K
38 $3.73M
AXP
American Express CO

Financial Services
8
+ 100.0%
$255.39 - $325.87 $2.04K - $2.61K
16 $4.31M
WFC
Wells Fargo & Company

Financial Services
4
+ 0.45%
$66.78 - $81.42 $267 - $326
885 $63.5M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 100.0%
$237.01 - $304.45 $1.66K - $2.13K
14 $3.34M
CFG
Citizens Financial Group Inc

Financial Services
32
+ 100.0%
$39.73 - $48.36 $1.27K - $1.55K
64 $2.62M
UNH
Unitedhealth Group Inc

Healthcare
2
+ 40.0%
$461.52 - $548.18 $923 - $1.1K
7 $3.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 11.11%
$507.05 - $563.67 $1.52K - $1.69K
30 $15.4M
BXSL
Blackstone Secured Lending Fund

Financial Services
21
New
$31.3 - $34.5 $657 - $725
21 $680K
TROW
Price T Rowe Group Inc

Financial Services
9
+ 100.0%
$91.57 - $116.93 $824 - $1.05K
18 $1.65M
KMI
Kinder Morgan, Inc.

Energy
3
+ 1.01%
$26.1 - $31.22 $78.3 - $93.7
300 $8.57M
Activity Summary
Buys All Purchases 72 New Holdings 22 Increased Positions 50 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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