Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | SEIC | SEI INVTS CO | Financial Services | 40 | $3K | 0.00% | SOLD |
| 342 | KD | KYNDRYL HLDGS INC | Technology | 110 | $3K | 0.00% | SOLD |
| 343 | ANIX | ANIXA BIOSCIENCES INC | Healthcare | 1,000 | $3K | 0.00% | SOLD |
| 344 | SRE | SEMPRA | Utilities | 36 | $3K | 0.00% | SOLD |
| 345 | — | SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | — | 52 | $3K | 0.00% | SOLD |
| 346 | SNDX | SYNDAX PHARMACEUTICALS I | Healthcare | 200 | $3K | 0.00% | SOLD |
| 347 | TER | TERADYNE INC | Technology | 22 | $3K | 0.00% | SOLD |
| 348 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 15 | $3K | 0.00% | SOLD |
| 349 | VRSK | VERISK ANALYTICS INC CLASS A | Industrials | 12 | $3K | 0.00% | SOLD |
| 350 | APD | AIR PRODS & CHEMS INC | Basic Materials | 11 | $3K | 0.00% | SOLD |
| 351 | LITE | LUMENTUM HLDGS INC | Technology | 18 | $3K | 0.00% | SOLD |
| 352 | CCL | CARNIVAL CORP F | Consumer Cyclical | 100 | $3K | 0.00% | SOLD |
| 353 | GGG | GRACO INC | Industrials | 34 | $3K | 0.00% | SOLD |
| 354 | NVO | NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Healthcare | 50 | $3K | 0.00% | SOLD |
| 355 | CSX | CSX CORP | Industrials | 77 | $3K | 0.00% | SOLD |
| 356 | PATH | UIPATH INC CLASS A | Technology | 200 | $3K | 0.00% | SOLD |
| 357 | DOC | HEALTHPEAK PPTYS INC REIT | Real Estate | 136 | $3K | 0.00% | SOLD |
| 358 | MAT | MATTEL INC | Consumer Cyclical | 150 | $3K | 0.00% | SOLD |
| 359 | WTS | WATTS WATER TECHNOLOGIESCLASS A | Industrials | 9 | $3K | 0.00% | SOLD |
| 360 | TAN | INVSC SOLAR ETF | — | 56 | $2K | 0.00% | SOLD |