Crowley Wealth Management, Inc. ETFs

Crowley Wealth Management, Inc.

$110 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ARKG Ark Genomic Revolution ETF (De	$0	$14.6 Million 0.01% of portfolio	600	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$14.3 Million 0.01% of portfolio	50	Q4 2024 New
USTB Victory Portfolios Ii Victorys	$0	$14.2 Million 0.01% of portfolio	280	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$14 Million 0.01% of portfolio	50	Q4 2024 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$12.8 Million 0.01% of portfolio	300	Q4 2024 New
XLF Financial Sector Spdr	$0	$12.5 Million 0.01% of portfolio	239	Q4 2024 New
RWL Invesco Exchange Traded Fd Tr	$0	$12.4 Million 0.01% of portfolio	119	Q4 2024 New
VDE Vanguard Energy ETF	$0	$11.9 Million 0.01% of portfolio	100	Q4 2024 New
VAW Vanguard Materials ETF	$0	$11.5 Million 0.01% of portfolio	59	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$11.4 Million 0.01% of portfolio	231	Q1 2025 Reduced 11.49%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$10.9 Million 0.01% of portfolio	200	Q4 2024 New
IEFA Ishares Tr	$0	$10.2 Million 0.01% of portfolio	122	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$9.84 Million 0.01% of portfolio	73	Q4 2024 New
PFXF Vaneck ETF Tr Preferred Securi	$0	$9.42 Million 0.01% of portfolio	550	Q4 2024 New
EMB Ishares Tr	$0	$9.26 Million 0.01% of portfolio	100	Q4 2024 New
VOX Vanguard Communication Service	$0	$9.24 Million 0.01% of portfolio	54	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$9.2 Million 0.01% of portfolio	300	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$9.13 Million 0.01% of portfolio	42	Q4 2024 New
AAXJ Ishares Msci All Country Asia	$0	$9.09 Million 0.01% of portfolio	110	Q4 2024 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$8.84 Million 0.01% of portfolio	400	Q4 2024 New
XYLG Global X Fds S&P 500 Covered C	$0	$8.73 Million 0.01% of portfolio	317	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$8.21 Million 0.01% of portfolio	144	Q4 2024 New
AIA Ishares S&P Asia 50 ETF	$0	$8.11 Million 0.01% of portfolio	100	Q4 2024 New
HYG Ishares Tr	$0	$8.07 Million 0.01% of portfolio	100	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$7.31 Million 0.01% of portfolio	300	Q4 2024 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$5.28 Million 0.0% of portfolio	99	Q4 2024 New
XLB Select Sector Spdr Fd Material	$0	$4.04 Million 0.0% of portfolio	46	Q4 2024 New
VIOV Vanguard S&P Small Cap 600 Val	$0	$2.91 Million 0.0% of portfolio	34	Q4 2024 New
TAN Invesco ETF Tr Ii Solar ETF	$0	$1.92 Million 0.0% of portfolio	56	Q1 2025 Reduced 53.72%
GDXJ Vaneck ETF Tr Jr Gold Miners E	$0	$1.69 Million 0.0% of portfolio	25	Q4 2024 New
BITO Proshares Tr Bitcoin Strategy	$0	$108,000 0.0% of portfolio	5	Q1 2025 New

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