Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | GPC | GENUINE PARTS CO | Consumer Cyclical | 114 | $16K | 0.01% | SOLD |
| 242 | IHAK | ISHARES CYBERSECURITY AND TECH ETF | — | 300 | $16K | 0.01% | SOLD |
| 243 | VV | VANGUARD LARGE CAP ETF | — | 50 | $15K | 0.01% | SOLD |
| 244 | JHG | JANUS HENDERSON GROUP F | Financial Services | 333 | $15K | 0.01% | SOLD |
| 245 | HPE | HEWLETT PACKARD ENTERPRI | Technology | 601 | $15K | 0.01% | SOLD |
| 246 | VO | VANGUARD MID CAP ETF | — | 50 | $15K | 0.01% | SOLD |
| 247 | RIVN | RIVIAN AUTOMOTIVE INC CLASS A | Consumer Cyclical | 1,000 | $15K | 0.01% | SOLD |
| 248 | — | BLOCK INC A CLASS CLASS A | — | 200 | $14K | 0.01% | SOLD |
| 249 | — | ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS | — | 200 | $14K | 0.01% | SOLD |
| 250 | USTB | VICTORYSHARES SHORT-TERMBOND ETF | — | 280 | $14K | 0.01% | SOLD |
| 251 | GEHC | GE HEALTHCARE TECHNOLOGI | Healthcare | 190 | $14K | 0.01% | SOLD |
| 252 | ZTS | ZOETIS INC CLASS A | Healthcare | 96 | $14K | 0.01% | SOLD |
| 253 | SOLV | SOLVENTUM CORP | Healthcare | 193 | $14K | 0.01% | SOLD |
| 254 | TTWO | TAKE-TWO INTERACTIVE SOF | Communication Services | 54 | $14K | 0.01% | SOLD |
| 255 | CVS | CVS HEALTH CORP | Healthcare | 185 | $14K | 0.01% | SOLD |
| 256 | DIVO | AMPLIFY CWP ENHANCED DIVINM ETF | — | 300 | $13K | 0.01% | SOLD |
| 257 | NGG | NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS | Utilities | 183 | $13K | 0.01% | SOLD |
| 258 | RWL | INVESCO S P 500 REVENUE ETF | — | 119 | $13K | 0.01% | SOLD |
| 259 | UL | UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Consumer Defensive | 218 | $13K | 0.01% | SOLD |
| 260 | A | AGILENT TECHNOLOGIES INC | Healthcare | 100 | $13K | 0.01% | SOLD |