CW
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CROWLEY WEALTH MANAGEMENT, INC.13F | |
| CROWLEY WEALTH MANAGEMENT, INC. | |
| Last update 2025-07-16 | 400 Stocks (13 new) |
| Value $110.00 Mil | Turnover 2 % |
CROWLEY WEALTH MANAGEMENT, INC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 48,867 | 10,026.0 | -1.35% | 9.130 | -0.14% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 10,428 | 5,187.2 | +0.28% | 4.720 | +0.01% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
TSLA | Tesla Inc | 16,207 | 5,148.3 | -0.37% | 4.690 | -0.02% | 0.000 | +17.64% | -24.40% | 984,729.5 | Vehicles & Parts | |
QLD | ProShares Ultra QQQ 2x Shares | 43,555 | 5,126.9 | 0% | 4.670 | 0% | 0.060 | +43.53% | +13.60% | 9,117.7 | ||
LOW | Lowe's Companies Inc | 22,503 | 4,992.8 | -0.57% | 4.540 | -0.03% | 0.000 | +2.12% | -7.23% | 126,412.3 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 16,922 | 4,905.9 | -3.56% | 4.470 | -0.15% | 0.000 | +21.80% | +25.72% | 815,415.8 | Banks | |
SSO | ProShares Ultra S&P500 2x Shares | 48,749 | 4,763.8 | -0.01% | 4.340 | 0% | 0.070 | +32.84% | +10.93% | 6,665.4 | ||
ABBV | AbbVie Inc | 25,260 | 4,688.7 | -0.19% | 4.270 | -0.01% | 0.000 | +6.71% | +10.35% | 337,082.7 | Drug Manufacturers | |
HD | The Home Depot Inc | 11,190 | 4,102.7 | -0.92% | 3.730 | -0.04% | 0.000 | +4.38% | -2.88% | 371,197.7 | Retail - Cyclical | |
DIS | The Walt Disney Co | 29,884 | 3,705.9 | -3.13% | 3.370 | -0.09% | 0.000 | +36.06% | +9.99% | 219,235.2 | Media - Diversified |
CROWLEY WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns
CROWLEY WEALTH MANAGEMENT, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ROK | Rockwell Automation Inc | 2025-06-30 | Reduce Reduce | -0.66% | 218.97 ($284.46) 332.17 | $357.01 | 25.50% | Reduce -62.51% | 1,610 | -2,685 | |
MDT | Medtronic PLC | 2025-06-30 | Reduce Reduce | -0.56% | 80.68 ($84.89) 89.86 | $92.32 | 8.75% | Reduce -95.68% | 300 | -6,645 | |
ZBH | Zimmer Biomet Holdings Inc | 2025-06-30 | Reduce Reduce | -0.49% | 90.21 ($96.96) 113.18 | $96.87 | -0.09% | Reduce -85.05% | 800 | -4,550 | |
UPS | United Parcel Service Inc | 2025-06-30 | Reduce Reduce | -0.36% | 91.92 ($98.57) 110.2 | $102.53 | 4.02% | Reduce -28.43% | 8,774 | -3,485 | |
VTI | Vanguard Total Stock Market ETF | 2025-06-30 | Add Add | +0.24% | 243.75 ($281.15) 303.93 | $312.30 | 11.08% | Add 98.66% | 1,782 | 885 | |
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | Add Add | +0.19% | 496.48 ($571.44) 617.85 | $634.42 | 11.02% | Add 13.51% | 2,848 | 339 | |
NUVB | Nuvation Bio Inc | 2025-06-30 | Add Add | +0.18% | 1.66 ($2.08) 2.53 | $2.51 | 20.67% | Add 1425.69% | 106,798 | 99,798 | |
SCHB | Schwab U.S. Broad Market ETF | 2025-06-30 | New Buy New Buy | +0.17% | 19.1 ($22.02) 23.83 | $24.48 | 11.17% | New holding | 8,050 | 8,050 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Add Add | +0.16% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Add 168.67% | 446 | 280 | |
JPM | JPMorgan Chase & Co | 2025-06-30 | Reduce Reduce | -0.15% | 210.28 ($255.03) 289.91 | $296.55 | 16.28% | Reduce -3.56% | 16,922 | -625 |
CROWLEY WEALTH MANAGEMENT, INC. Total Holding History ($B)
CROWLEY WEALTH MANAGEMENT, INC.'s Asset Allocation
CROWLEY WEALTH MANAGEMENT, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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CROWLEY WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30
CROWLEY WEALTH MANAGEMENT, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
CROWLEY WEALTH MANAGEMENT, INC.'s Holdings Heat Map
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CROWLEY WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart
CROWLEY WEALTH MANAGEMENT, INC. News
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