Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | CCI | CROWN CASTLE INC REIT REIT | Real Estate | 100 | $10K | 0.01% | SOLD |
| 282 | — | NINTENDO CO LTD KY ORDF | — | 110 | $10K | 0.01% | SOLD |
| 283 | EMB | ISHARES JPMORGAN USD MTSBOND ETF | — | 100 | $10K | 0.01% | SOLD |
| 284 | PFF | ISHARES PREFERRED INCOMESEC ETF | — | 300 | $9K | 0.01% | SOLD |
| 285 | AIA | ISHARES ASIA 50 ETF | — | 100 | $9K | 0.01% | SOLD |
| 286 | PYPL | PAYPAL HLDGS INC | Financial Services | 140 | $9K | 0.01% | SOLD |
| 287 | SCHF | SCHWAB INTERNATIONAL EQUITY ETF | — | 400 | $9K | 0.01% | SOLD |
| 288 | CC | CHEMOURS CO | Basic Materials | 577 | $9K | 0.01% | SOLD |
| 289 | XYLG | GLOBAL X S AND P 500 COVR CALL ETF | — | 317 | $9K | 0.01% | SOLD |
| 290 | TOST | TOAST INC CLASS A | Technology | 250 | $9K | 0.01% | SOLD |
| 291 | BMEZ | BLACKROCK HEALTH SCIENCE | Financial Services | 630 | $9K | 0.01% | SOLD |
| 292 | EWTX | EDGEWISE THERAPEUTICS IN | Healthcare | 560 | $9K | 0.01% | SOLD |
| 293 | SMR | NUSCALE PWR CORP CLASS A | Utilities | 250 | $9K | 0.01% | SOLD |
| 294 | DNTH | DIANTHUS THERAPEUTICS IN | Healthcare | 221 | $9K | 0.01% | SOLD |
| 295 | KMI | KINDER MORGAN INC DEL | Energy | 307 | $9K | 0.01% | SOLD |
| 296 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 144 | $9K | 0.01% | SOLD |
| 297 | BTC | GRAYSCALE BITCOIN MINI TRUST ETF | Financial Services | 168 | $9K | 0.01% | SOLD |
| 298 | ABNB | AIRBNB INC CLASS A | Consumer Cyclical | 70 | $8K | 0.01% | SOLD |
| 299 | — | ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS | — | 200 | $8K | 0.01% | SOLD |
| 300 | MET | METLIFE INC | Financial Services | 100 | $8K | 0.01% | SOLD |