Crowley Wealth Management, Inc. Portfolio Holdings by Sector

Crowley Wealth Management, Inc.

$113 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs QLD SSO UWM SPY DGRO IJH GLD VIG 83 stocks	$19.6 Million 17.35% of portfolio	83	-	83	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONY 2 stocks	$12.5 Million 11.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$10.1 Million 8.93% of portfolio	2	-	2	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN BIIB JNJ LLY MRK GILD PFE 12 stocks	$9.66 Million 8.56% of portfolio	12	-	12	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F RIVN NIO LCID 5 stocks	$6.6 Million 5.85% of portfolio	5	-	5	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK ABT ZBH MDT EW STE 6 stocks	$6.16 Million 5.45% of portfolio	6	-	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE FFIV CRWD AKAM SQ TOST 10 stocks	$4.83 Million 4.28% of portfolio	10	-	10	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$4.54 Million 4.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX UPS PBI 3 stocks	$4.28 Million 3.79% of portfolio	3	-	3	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX WBD 3 stocks	$4 Million 3.54% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK NEE ED AEP D SO EIX EXC 11 stocks	$3.59 Million 3.18% of portfolio	11	-	11	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK CMI EMR GE ETN OTIS SIEGY ITW 12 stocks	$2.72 Million 2.41% of portfolio	12	-	12	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$2.58 Million 2.28% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX GD LMT BA NOC LHX SWBI 7 stocks	$2.44 Million 2.16% of portfolio	7	-	7	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA PYPL AXP 4 stocks	$2.34 Million 2.07% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META SPOT BIDU 5 stocks	$2.16 Million 1.92% of portfolio	5	-	5	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.14 Million 1.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA QCOM AVGO TXN AMD INTC MPWR NXPI 8 stocks	$1.25 Million 1.11% of portfolio	8	-	8	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$1.15 Million 1.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT BJ 4 stocks	$788,345 0.7% of portfolio	4	-	4	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG KMB UL LRLCY 4 stocks	$700,825 0.62% of portfolio	4	-	4	-	0 Calls 0 Puts
Conglomerates \| Industrials HON MMM 2 stocks	$631,600 0.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$603,352 0.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX SU EQNR SHEL 5 stocks	$602,399 0.53% of portfolio	5	-	5	-	0 Calls 0 Puts
Biotechnology \| Healthcare ALNY EXEL MRNA REGN NUVL TARS NVO BCRX 18 stocks	$601,703 0.53% of portfolio	18	-	18	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC USB FCF WSFS TFC MTB CFG 7 stocks	$497,605 0.44% of portfolio	7	-	7	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM PZZA SBUX DPZ 5 stocks	$483,823 0.43% of portfolio	5	-	5	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV ACN IBM KD JKHY INFY 6 stocks	$436,374 0.39% of portfolio	6	-	6	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX ISRG TFX RMD WST 5 stocks	$417,873 0.37% of portfolio	5	-	5	-	0 Calls 0 Puts
Software—Application \| Technology NOW UBER CRM SAP ZM MTTR INTU RPMT 10 stocks	$400,959 0.35% of portfolio	10	-	10	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$284,883 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO MNST 3 stocks	$276,044 0.24% of portfolio	3	-	3	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA BCE 4 stocks	$275,211 0.24% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare NBIX TAK ZTS VTRS TCNNF CURLF 6 stocks	$205,188 0.18% of portfolio	6	-	6	-	0 Calls 0 Puts
Airlines \| Industrials LUV DAL 2 stocks	$200,092 0.18% of portfolio	2	-	2	-	0 Calls 0 Puts
Asset Management \| Financial Services BK STT HTGC JHG SEIC PFG TROW 7 stocks	$190,955 0.17% of portfolio	7	-	7	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR JCI LII FBHS BXC 5 stocks	$174,065 0.15% of portfolio	5	-	5	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$156,450 0.14% of portfolio	2	-	2	-	0 Calls 0 Puts
Gold \| Basic Materials NEM GOLD HL 3 stocks	$152,194 0.13% of portfolio	3	-	3	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO 1 stocks	$151,185 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO A EXAS MTD WAT 6 stocks	$142,464 0.13% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EOG COP MUR RRC DVN CTRA 6 stocks	$136,047 0.12% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy ET WMB EPD KMI 4 stocks	$127,601 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD LWLG CC APD 4 stocks	$126,079 0.11% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG HTOO 2 stocks	$122,819 0.11% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV CVS UNH 3 stocks	$122,087 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services WRB CB TRV 3 stocks	$106,783 0.09% of portfolio	3	-	3	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU LNC MET 3 stocks	$103,991 0.09% of portfolio	3	-	3	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate DLR AMT CCI WY 4 stocks	$103,461 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX 2 stocks	$88,063 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EGP PLD IIPR 3 stocks	$80,360 0.07% of portfolio	3	-	3	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$70,910 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities MSEX YORW ARTNA 3 stocks	$69,011 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$61,168 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA MOS 2 stocks	$55,919 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology PSTG DELL IONQ QUBT QBTS 5 stocks	$54,269 0.05% of portfolio	5	-	5	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$51,838 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$43,994 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services MS RJF SCHW 3 stocks	$37,829 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE LITE VIAV 4 stocks	$35,764 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate VTR WELL PEAK SBRA 4 stocks	$34,738 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB KEYS TDY 3 stocks	$33,976 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY MDLZ 2 stocks	$31,237 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate EPRT 1 stocks	$27,526 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L EXP 2 stocks	$22,946 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO RBLX EA 3 stocks	$21,864 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ACM EME 2 stocks	$20,562 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ DEO 2 stocks	$19,313 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH 1 stocks	$18,260 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Independent Power Producers \| Utilities NRG 1 stocks	$18,044 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD GIS 2 stocks	$15,156 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical GPC GRWG 2 stocks	$13,362 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB CCL 2 stocks	$11,691 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ABB 1 stocks	$10,742 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare UHS CMPS 2 stocks	$9,084 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC TER ENTG 3 stocks	$8,766 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$5,411 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials VRSK BAH 2 stocks	$5,107 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services MMC BRO 2 stocks	$4,920 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST POOL 2 stocks	$4,672 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Trucking \| Industrials ODFL SAIA 2 stocks	$4,645 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK 1 stocks	$3,656 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$3,158 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical MAT 1 stocks	$2,660 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical CPRT 1 stocks	$2,066 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GNTX 1 stocks	$2,011 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$1,953 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare ACCD 1 stocks	$1,026 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$637 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL 1 stocks	$606 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Crowley Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Crowley Wealth Management, Inc. with notifications on news.

Account

Crowley Wealth Management, Inc. Portfolio Holdings by Sector

Crowley Wealth Management, Inc.

Track Crowley Wealth Management, Inc. Portfolio

Portfolio Update

News