Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VOO | VANGUARD S&P 500 ETF | — | 529 | $324K | 0.26% | SOLD |
| 62 | SPYG | SPDR S&P 500 GROWTH ETF | — | 3,060 | $320K | 0.25% | SOLD |
| 63 | AVGO | BROADCOM INC | Technology | 950 | $313K | 0.25% | SOLD |
| 64 | PNC | PNC FINL SERVICES | Financial Services | 1,461 | $293K | 0.23% | SOLD |
| 65 | ARTY | ISHARES FUTURE AI AND TECH ETF | — | 6,185 | $283K | 0.23% | SOLD |
| 66 | GILD | GILEAD SCIENCES INC | Healthcare | 2,480 | $275K | 0.22% | SOLD |
| 67 | IGPT | INVESCO AI AD NEXT GEN SFTWE ETF | — | 4,830 | $261K | 0.21% | SOLD |
| 68 | BAC | BANK OF AMERICA CORP | Financial Services | 4,942 | $255K | 0.20% | SOLD |
| 69 | BAI | ISHARES AI INVATN AND TEC ACT ETF | — | 7,295 | $249K | 0.20% | SOLD |
| 70 | BDX | BECTON DICKINSON & CO | Healthcare | 1,330 | $249K | 0.20% | SOLD |
| 71 | META | META PLATFORMS INC CLASS A | Communication Services | 335 | $246K | 0.20% | SOLD |
| 72 | QCOM | QUALCOMM INC | Technology | 1,448 | $241K | 0.19% | SOLD |
| 73 | CVX | CHEVRON CORP NEW | Energy | 1,526 | $237K | 0.19% | SOLD |
| 74 | CEG | CONSTELLATION ENERGY COR | Utilities | 700 | $230K | 0.18% | SOLD |
| 75 | PEP | PEPSICO INC | Consumer Defensive | 1,632 | $229K | 0.18% | SOLD |
| 76 | LIN | LINDE PLC F | Basic Materials | 480 | $228K | 0.18% | SOLD |
| 77 | EXC | EXELON CORP | Utilities | 4,864 | $219K | 0.17% | SOLD |
| 78 | SO | SOUTHERN CO | Utilities | 2,280 | $216K | 0.17% | SOLD |
| 79 | MRK | MERCK & CO. INC. | Healthcare | 2,437 | $205K | 0.16% | SOLD |
| 80 | ORCL | ORACLE CORP | Technology | 700 | $197K | 0.16% | SOLD |