Crowley Wealth Management, Inc. ETFs

Crowley Wealth Management, Inc.

$105 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SSO Proshares Ultra S&P 500	$0	$4.04 Billion 3.85% of portfolio	48,755	Q4 2024 New
QLD Proshares Ultra Qqq	$0	$3.87 Billion 3.69% of portfolio	43,555	Q4 2024 New
UWM Proshares Ultra Russell 2000	$0	$2.31 Billion 2.2% of portfolio	69,200	Q4 2024 New
SPY Spdr S&P 500 ETF Trust	$0	$1.4 Billion 1.34% of portfolio	2,509	Q1 2025 Added 0.08%
DGRO Ishares Core Dividend Growth E	$0	$839 Million 0.8% of portfolio	13,588	Q1 2025 Reduced 10.1%
GLD Spdr Gold Trust	$106B	$628 Million 0.6% of portfolio	2,180	Q1 2025 Reduced 6.44%
IJH Ishares Core S&P Mid Cap ETF	$0	$591 Million 0.56% of portfolio	10,136	Q1 2025 Reduced 6.9%
VIG Vanguard Dividend Appreciation	$0	$413 Million 0.39% of portfolio	2,131	Q1 2025 Added 0.95%
MGK Vanguard Mega Cap Growth ETF	$0	$269 Million 0.26% of portfolio	871	Q4 2024 New
IVE Ishares S&P 500 Value ETF	$0	$266 Million 0.25% of portfolio	1,397	Q1 2025 Reduced 18.64%
SPYG Spdr Portfolio	$0	$254 Million 0.24% of portfolio	3,156	Q4 2024 New
SOXX Ishares Semiconductor ETF	$0	$217 Million 0.21% of portfolio	1,155	Q1 2025 Added 126.47%
SCHD Schwab Strategic Tr Us Dividen	$0	$137 Million 0.13% of portfolio	4,905	Q4 2024 New
XLK Technology Sector Spdr	$0	$124 Million 0.12% of portfolio	600	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$123 Million 0.12% of portfolio	615	Q1 2025 Reduced 44.84%
DVY Ishares Tr	$0	$118 Million 0.11% of portfolio	882	Q4 2024 New
AIQ Global X Funds Global X Artifi	$0	$118 Million 0.11% of portfolio	3,250	Q1 2025 New
AVUV American Centy ETF Tr Avantis	$0	$95.9 Million 0.09% of portfolio	1,100	Q4 2024 New
IVV Ishares Core S&P 500 ETF	$0	$93.3 Million 0.09% of portfolio	166	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$91.4 Million 0.09% of portfolio	1,244	Q4 2024 New
PHO Invesco Exchange Traded Fd Tr	$0	$83.9 Million 0.08% of portfolio	1,300	Q1 2025 Added 225.0%
IRBO Ishares Robotics & Artificial	$0	$80.2 Million 0.08% of portfolio	2,550	Q1 2025 New
VTV Vanguard Value ETF	$0	$78.9 Million 0.08% of portfolio	457	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$75.3 Million 0.07% of portfolio	404	Q4 2024 New
PSJ Invesco Exchange Traded Fd Tr	$0	$68.4 Million 0.07% of portfolio	1,690	Q1 2025 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$67.5 Million 0.06% of portfolio	1,322	Q4 2024 New
SLV I Shares Silver Trust	$15.5B	$63.5 Million 0.06% of portfolio	2,050	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$61.6 Million 0.06% of portfolio	278	Q4 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$58.9 Million 0.06% of portfolio	604	Q4 2024 New
IVOV Vanguard S&P Mid Cap 400 Value	$0	$55.2 Million 0.05% of portfolio	600	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$52.1B	$54.7 Million 0.05% of portfolio	840	Q4 2024 New
ICLN Ishares	$0	$33.6 Million 0.03% of portfolio	2,940	Q1 2025 Added 568.18%
JEPI J P Morgan Exchange Traded Fd	$0	$31.4 Million 0.03% of portfolio	550	Q4 2024 New
LIT Global X Fds Global X Lithium	$0	$29.4 Million 0.03% of portfolio	759	Q1 2025 Added 36.02%
PAVE Global X Fds Us Infrastructure	$0	$26.4 Million 0.03% of portfolio	700	Q4 2024 New
VGT Vanguard Information Technolog	$0	$23.9 Million 0.02% of portfolio	44	Q4 2024 New
EWG Ishares Msci Germany ETF	$0	$23.3 Million 0.02% of portfolio	629	Q1 2025 Reduced 48.82%
CGW Invesco ETF Tr Ii S&P Global W	$0	$22.3 Million 0.02% of portfolio	400	Q4 2024 New
PKB Invesco Exchange Traded Fd Tr	$0	$20.6 Million 0.02% of portfolio	307	Q4 2024 New
VIS Vanguard Industrial ETF	$0	$19.3 Million 0.02% of portfolio	78	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$18.7 Million 0.02% of portfolio	800	Q4 2024 New
VUG Vanguard Growth ETF	$0	$18.5 Million 0.02% of portfolio	50	Q4 2024 New
QYLG Global X Fds Nasdaq 100 Covere	$0	$18.3 Million 0.02% of portfolio	711	Q4 2024 New
VNQ Vanguard Specialized Funds Van	$0	$18.1 Million 0.02% of portfolio	200	Q1 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$15.8 Million 0.02% of portfolio	250	Q1 2025 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$15.4 Million 0.01% of portfolio	30	Q1 2025 Added 11.11%
USTB Victory Portfolios Ii Victorys	$0	$14.2 Million 0.01% of portfolio	280	Q4 2024 New
IHAK Ishares Tr Cybersecurity & Tec	$0	$14.1 Million 0.01% of portfolio	300	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$13.3 Million 0.01% of portfolio	136	Q4 2024 New
VDE Vanguard Energy ETF	$0	$13 Million 0.01% of portfolio	100	Q4 2024 New

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