Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | V | VISA INC CLASS A | Financial Services | 3,994 | $1.4M | 1.08% | SOLD |
| 22 | CMI | CUMMINS INC | Industrials | 2,715 | $1.1M | 0.91% | SOLD |
| 23 | NVDA | NVIDIA CORP | Technology | 6,106 | $1.1M | 0.91% | SOLD |
| 24 | DUK | DUKE ENERGY CORP NEW | Utilities | 9,166 | $1.1M | 0.90% | SOLD |
| 25 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | — | 15,278 | $1.0M | 0.83% | SOLD |
| 26 | MA | MASTERCARD INC CLASS A | Financial Services | 1,699 | $966K | 0.77% | SOLD |
| 27 | GLD | SPDR GOLD SHARES ETF | Financial Services | 2,210 | $786K | 0.62% | SOLD |
| 28 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | — | 3,634 | $784K | 0.62% | SOLD |
| 29 | GD | GENERAL DYNAMICS CORP | Industrials | 2,249 | $767K | 0.61% | SOLD |
| 30 | DE | DEERE & CO | Industrials | 1,641 | $750K | 0.60% | SOLD |
| 31 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 2,258 | $741K | 0.59% | SOLD |
| 32 | IJH | ISHARES CORE S&P MID CAPETF | — | 11,045 | $721K | 0.57% | SOLD |
| 33 | UPS | UNITED PARCEL SVC INC CLASS B | Industrials | 8,496 | $710K | 0.56% | SOLD |
| 34 | BIIB | BIOGEN INC | Healthcare | 4,810 | $674K | 0.54% | SOLD |
| 35 | GOOGL | ALPHABET INC CLASS CLASS A | Communication Services | 2,672 | $650K | 0.52% | SOLD |
| 36 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,498 | $649K | 0.52% | SOLD |
| 37 | NEE | NEXTERA ENERGY INC | Utilities | 8,505 | $642K | 0.51% | SOLD |
| 38 | ED | CONSOLIDATED EDISON INC | Utilities | 6,354 | $639K | 0.51% | SOLD |
| 39 | WM | WASTE MGMT INC DEL | Industrials | 2,590 | $572K | 0.46% | SOLD |
| 40 | ALNY | ALNYLAM PHARMACEUTICALS | Healthcare | 1,250 | $570K | 0.45% | SOLD |