Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 261 | MRVL | MARVELL TECHNOLOGY INC | Technology | 150 | $13K | 0.01% | SOLD |
| 262 | VDE | VANGUARD ENERGY ETF | — | 100 | $13K | 0.01% | SOLD |
| 263 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | — | 231 | $13K | 0.01% | SOLD |
| 264 | DNP | DNP SELECT INCOME CF | Financial Services | 1,234 | $12K | 0.01% | SOLD |
| 265 | HL | HECLA MNG CO | Basic Materials | 1,000 | $12K | 0.01% | SOLD |
| 266 | LNC | LINCOLN NATL CORP IND | Financial Services | 300 | $12K | 0.01% | SOLD |
| 267 | VAW | VANGUARD MATERIALS ETF | — | 59 | $12K | 0.01% | SOLD |
| 268 | PANW | PALO ALTO NETWORKS INC | Technology | 57 | $12K | 0.01% | SOLD |
| 269 | JEPQ | J P MORGAN NASDAQ EQT PRM INC ETF | — | 200 | $12K | 0.01% | SOLD |
| 270 | — | EXACT SCIENCES CORP | — | 200 | $11K | 0.01% | SOLD |
| 271 | FBIN | FORTUNE BRANDS INNOVATIO | Industrials | 200 | $11K | 0.01% | SOLD |
| 272 | VLTO | VERALTO CORP | Industrials | 100 | $11K | 0.01% | SOLD |
| 273 | IEFA | ISHARES CORE MSCI EAFE ETF | — | 122 | $11K | 0.01% | SOLD |
| 274 | UHS | UNIVERSAL HEALTH SVCS INCLASS B | Healthcare | 50 | $10K | 0.01% | SOLD |
| 275 | XLV | SELECT SECTOR HEALTH CARE SPDR ETF | — | 73 | $10K | 0.01% | SOLD |
| 276 | VOX | VANGUARD COMMUNICATION SERVICES ETF | — | 54 | $10K | 0.01% | SOLD |
| 277 | XLY | SPDR FUND CONSUMER DISCRE SELECT ETF | — | 42 | $10K | 0.01% | SOLD |
| 278 | AAXJ | ISHARES MSCI ALL COUNT ASA EX JP ETF | — | 110 | $10K | 0.01% | SOLD |
| 279 | WELL | WELLTOWER INC REIT | Real Estate | 55 | $10K | 0.01% | SOLD |
| 280 | PFXF | VANECK PREFERRED SECURT EX FNCL ETF | — | 550 | $10K | 0.01% | SOLD |