Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | PLTR | PALANTIR TECHNOLOGIES INCLASS A | Technology | 33 | $6K | 0.01% | SOLD |
| 322 | IIPR | INNOVATIVE INDL PPTYS INREIT | Real Estate | 100 | $5K | 0.00% | SOLD |
| 323 | LRCX | LAM RESH CORP | Technology | 40 | $5K | 0.00% | SOLD |
| 324 | IGIB | ISHARES TRT IS 5-10 INV GR CR BD ETF | — | 99 | $5K | 0.00% | SOLD |
| 325 | AWK | AMERICAN WTR WKS CO INC | Utilities | 35 | $5K | 0.00% | SOLD |
| 326 | TFC | TRUIST FINL CORP | Financial Services | 106 | $5K | 0.00% | SOLD |
| 327 | ITW | ILLINOIS TOOL WKS INC | Industrials | 18 | $5K | 0.00% | SOLD |
| 328 | FAST | FASTENAL CO | Industrials | 92 | $5K | 0.00% | SOLD |
| 329 | KEYS | KEYSIGHT TECHNOLOGIES IN | Technology | 24 | $4K | 0.00% | SOLD |
| 330 | EXP | EAGLE MATLS INC | Basic Materials | 18 | $4K | 0.00% | SOLD |
| 331 | XLB | SPDR FUND MATERIALS SELECT SECTR ETF | — | 46 | $4K | 0.00% | SOLD |
| 332 | — | BROWN FORMAN CORP CLASS A | — | 150 | $4K | 0.00% | SOLD |
| 333 | WY | WEYERHAEUSER CO REIT | Real Estate | 160 | $4K | 0.00% | SOLD |
| 334 | MTD | METTLER-TOLEDO INTL INC | Healthcare | 3 | $4K | 0.00% | SOLD |
| 335 | MNST | MONSTER BEVERAGE CORP NE | Consumer Defensive | 54 | $4K | 0.00% | SOLD |
| 336 | MDLZ | MONDELEZ INTL INC CLASS A | Consumer Defensive | 58 | $4K | 0.00% | SOLD |
| 337 | LCID | LUCID GROUP INC | Consumer Cyclical | 150 | $4K | 0.00% | SOLD |
| 338 | CR | CRANE CO | Industrials | 19 | $3K | 0.00% | SOLD |
| 339 | PBI | PITNEY BOWES INC | Industrials | 300 | $3K | 0.00% | SOLD |
| 340 | INTU | INTUIT | Technology | 5 | $3K | 0.00% | SOLD |