Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | INTC | INTEL CORP | Technology | 785 | $26K | 0.02% | SOLD |
| 202 | EPRT | ESSENTIAL PPTYS RLTY TR REIT | Real Estate | 880 | $26K | 0.02% | SOLD |
| 203 | CGW | INVSC S P GLOBAL WATER INDEX ETF | — | 400 | $26K | 0.02% | SOLD |
| 204 | DAL | DELTA AIR LINES INC DEL | Industrials | 450 | $26K | 0.02% | SOLD |
| 205 | MTB | M & T BK CORP | Financial Services | 127 | $25K | 0.02% | SOLD |
| 206 | CAH | CARDINAL HEALTH INC | Healthcare | 156 | $25K | 0.02% | SOLD |
| 207 | COGT | COGENT BIOSCIENCES INC | Healthcare | 1,700 | $24K | 0.02% | SOLD |
| 208 | — | CANADIAN PACIFIC KAN F | — | 326 | $24K | 0.02% | SOLD |
| 209 | VUG | VANGUARD GROWTH ETF | — | 50 | $24K | 0.02% | SOLD |
| 210 | — | CRH PUBLIC LIMITED CO F | — | 200 | $24K | 0.02% | SOLD |
| 211 | CRM | SALESFORCE INC | Technology | 100 | $24K | 0.02% | SOLD |
| 212 | VIS | VANGUARD INDUSTRIALS ETF | — | 78 | $23K | 0.02% | SOLD |
| 213 | MUR | MURPHY OIL CORP | Energy | 800 | $23K | 0.02% | SOLD |
| 214 | FBCG | FIDELITY BLUE CHIP GROWTH ETF | — | 409 | $22K | 0.02% | SOLD |
| 215 | SONY | SONY GROUP CORP FTRADES WITH DUE BILLS | Technology | 750 | $22K | 0.02% | SOLD |
| 216 | TRV | TRAVELERS COS INC | Financial Services | 77 | $22K | 0.02% | SOLD |
| 217 | EQNR | EQUINOR ASA FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Energy | 870 | $21K | 0.02% | SOLD |
| 218 | QYLG | GLOBAL X NASDQ 100 CV CAL GRW ETF | — | 711 | $21K | 0.02% | SOLD |
| 219 | XLF | SELECT STR FINANCIAL SELECT SPDR ETF | — | 368 | $20K | 0.02% | SOLD |
| 220 | ACM | AECOM | Industrials | 150 | $20K | 0.02% | SOLD |