CH

Cromwell Holdings LLC

13F
Cromwell Holdings LLC
Last update 2025-05-01 818 Stocks (210 new)
Value $155.00 Mil Turnover 5 %
Countries:
Top Holdings: AAPL(5.90%)NVDA(4.83%)MSFT(4.62%)AMZN(3.12%)IVV(2.93%)
Summary Stock Picks Current Portfolio
Cromwell Holdings LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL 		Apple Inc
41,280
9,169.5
+0.85%
5.900
+0.05%
0.000
-11.73%
-14.77%
3,180,285.4
Hardware
NVDA 		NVIDIA Corp
69,344
7,516.2
+1.21%
4.830
+0.06%
0.000
-3.95%
-3.24%
3,170,292.0
Semiconductors
MSFT 		Microsoft Corp
19,138
7,184.2
-1.77%
4.620
-0.08%
0.000
+9.62%
+6.77%
3,338,252.8
Software
AMZN 		Amazon.com Inc
25,512
4,853.9
0%
3.120
0%
0.000
-8.25%
-3.66%
2,243,978.4
Retail - Cyclical
IVV 		iShares Core S&P 500 ETF
8,100
4,551.4
New Holding
2.930
+2.93%
0.000
-3.41%
+0.53%
586,607.4
 
META 		Meta Platforms Inc
6,458
3,722.1
0%
2.390
0%
0.000
-9.88%
+12.14%
1,649,474.1
Interactive Media
BRK.B 		Berkshire Hathaway Inc
5,073
2,701.8
0%
1.740
0%
0.000
+6.53%
+12.93%
1,103,851.5
Insurance
GOOGL 		Alphabet Inc
15,312
2,367.8
-0.91%
1.520
-0.02%
0.000
-14.20%
-15.63%
1,943,281.1
Interactive Media
VTI 		Vanguard Total Stock Market ETF
8,185
2,249.6
-47.80%
1.450
-1.25%
0.000
-3.86%
+0.15%
460,013.9
 
JPM 		JPMorgan Chase & Co
8,913
2,186.4
0%
1.410
0%
0.000
-4.23%
+10.97%
730,929.6
Banks

Cromwell Holdings LLC's Historical Top Holdings Breakdowns

Cromwell Holdings LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACWI 		iShares MSCI ACWI Index Fund2025-03-31Sold Out
-4.93%
●
115.16 ($119.81) 124.13
$122.68
2.40%
Sold Out
0
-72,760
IVV 		iShares Core S&P 500 ETF2025-03-31New Buy
+2.93%
●
554.06 ($590.51) 615.85
$589.94
-0.10%
New holding
8,100
8,100
EEM 		iShares MSCI Emerging Markets ETF2025-03-31Sold Out
-2.58%
●
40.81 ($43.44) 45.34
$45.96
5.80%
Sold Out
0
-106,757
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-1.25%
●
271.18 ($290.53) 303.12
$289.22
-0.45%
Reduce -47.8%
8,185
-7,495
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Reduce
-0.64%
●
47.4 ($50.6) 52.99
$54.03
6.78%
Reduce -54.1%
19,700
-23,222
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Reduce
-0.19%
●
42.5 ($45.01) 46.71
$47.37
5.24%
Reduce -50.54%
7,110
-7,264
PLTR 		Palantir Technologies Inc2025-03-31Add
+0.17%
●
64.98 ($87.82) 124.62
$128.10
45.87%
Add 86.14%
6,647
3,076
NEE 		NextEra Energy Inc2025-03-31Reduce
-0.17%
●
66.96 ($70.58) 76.16
$72.11
2.17%
Reduce -75.62%
1,276
-3,958
PFE 		Pfizer Inc2025-03-31Add
+0.12%
●
25.01 ($26.17) 27.13
$22.87
-12.61%
Add 64.26%
18,533
7,250
INTC 		Intel Corp2025-03-31Reduce
-0.11%
●
19.1 ($21.88) 27.39
$22.56
3.11%
Reduce -94.95%
509
-9,578

Cromwell Holdings LLC Total Holding History ($B)

To

Cromwell Holdings LLC's Asset Allocation

To

Cromwell Holdings LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cromwell Holdings LLC's Hypothetical Growth since 2025-03-31

Cromwell Holdings LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cromwell Holdings LLC's Holdings Heat Map

Size field:

Cromwell Holdings LLC's Holdings Bubble Chart

Cromwell Holdings LLC News

  • 1

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