Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | ROK | ROCKWELL AUTOMATION INC | Industrials | 1,610 | $563K | 0.45% | SOLD |
| 42 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,670 | $507K | 0.40% | SOLD |
| 43 | CAT | CATERPILLAR INC | Industrials | 1,057 | $504K | 0.40% | SOLD |
| 44 | LMT | LOCKHEED MARTIN CORP | Industrials | 987 | $493K | 0.39% | SOLD |
| 45 | TLT | ISHARES 20 PLS YEAR TREASURY BND ETF | — | 5,500 | $492K | 0.39% | SOLD |
| 46 | HON | HONEYWELL INTL INC | Industrials | 2,334 | $491K | 0.39% | SOLD |
| 47 | NFLX | NETFLIX INC | Communication Services | 409 | $490K | 0.39% | SOLD |
| 48 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 4,100 | $461K | 0.37% | SOLD |
| 49 | IVV | ISHARES CORE S&P 500 ETF | — | 689 | $461K | 0.37% | SOLD |
| 50 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 2,932 | $450K | 0.36% | SOLD |
| 51 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 432 | $400K | 0.32% | SOLD |
| 52 | NUVB | NUVATION BIO INC A CLASS A | Healthcare | 106,798 | $395K | 0.31% | SOLD |
| 53 | MGK | VANGUARD MEGA CAP GROWTHETF | — | 917 | $369K | 0.29% | SOLD |
| 54 | SOXX | ISHARES SEMICONDUCTOR ETF | — | 1,315 | $357K | 0.28% | SOLD |
| 55 | LLY | ELI LILLY AND CO | Healthcare | 457 | $349K | 0.28% | SOLD |
| 56 | IVE | ISHARES S&P 500 VALUE ETF | — | 1,682 | $347K | 0.28% | SOLD |
| 57 | AIQ | GLOBAL X FUND GLB X ART INTL TGY ETF | — | 6,905 | $341K | 0.27% | SOLD |
| 58 | XOM | EXXON MOBIL CORP | Energy | 3,000 | $338K | 0.27% | SOLD |
| 59 | SCHB | SCHWAB US BROAD MARKET ETF | — | 13,100 | $337K | 0.27% | SOLD |
| 60 | WMT | WALMART INC | Consumer Defensive | 3,244 | $334K | 0.27% | SOLD |