Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | Technology | 51,146 | $13.0M | 10.36% | SOLD |
| 2 | TSLA | TESLA INC | Consumer Cyclical | 16,041 | $7.1M | 5.67% | SOLD |
| 3 | QLD | PROSHARES ULTRA QQQ ETF | — | 44,870 | $6.2M | 4.90% | SOLD |
| 4 | ABBV | ABBVIE INC | Healthcare | 25,371 | $5.9M | 4.67% | SOLD |
| 5 | LOW | LOWES COS INC | Consumer Cyclical | 22,445 | $5.6M | 4.49% | SOLD |
| 6 | SSO | PROSHARES ULTRA S&P 500 ETF | — | 50,264 | $5.6M | 4.48% | SOLD |
| 7 | MSFT | MICROSOFT CORP | Technology | 10,560 | $5.5M | 4.35% | SOLD |
| 8 | JPM | JPMORGAN CHASE & CO | Financial Services | 16,763 | $5.3M | 4.21% | SOLD |
| 9 | HD | HOME DEPOT INC | Consumer Cyclical | 11,241 | $4.6M | 3.62% | SOLD |
| 10 | UWM | PROSHARES ULTRA RUSSELL 2000 ETF | — | 71,360 | $3.3M | 2.63% | SOLD |
| 11 | DIS | DISNEY WALT CO | Communication Services | 28,500 | $3.3M | 2.60% | SOLD |
| 12 | AMGN | AMGEN INC | Healthcare | 9,755 | $2.8M | 2.19% | SOLD |
| 13 | SYK | STRYKER CORP | Healthcare | 7,026 | $2.6M | 2.07% | SOLD |
| 14 | AMZN | AMAZON.COM INC | Consumer Cyclical | 11,459 | $2.5M | 2.00% | SOLD |
| 15 | ABT | ABBOTT LABS | Healthcare | 18,698 | $2.5M | 1.99% | SOLD |
| 16 | — | BERKSHIRE HATHAWAY CLASS B | — | 4,568 | $2.3M | 1.83% | SOLD |
| 17 | FDX | FEDEX CORP | Industrials | 8,821 | $2.1M | 1.66% | SOLD |
| 18 | SPY | SPDR S&P 500 ETF | Financial Services | 3,023 | $2.0M | 1.60% | SOLD |
| 19 | GOOG | ALPHABET INC CLASS C | Communication Services | 6,372 | $1.6M | 1.23% | SOLD |
| 20 | RTX | RTX CORP | Industrials | 8,940 | $1.5M | 1.19% | SOLD |