Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | D | DOMINION ENERGY INC | Utilities | 3,100 | $190K | 0.15% | SOLD |
| 82 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 1,542 | $187K | 0.15% | SOLD |
| 83 | KMB | KIMBERLY CLARK CORP | Consumer Defensive | 1,475 | $183K | 0.15% | SOLD |
| 84 | GE | GE AEROSPACE | Industrials | 586 | $176K | 0.14% | SOLD |
| 85 | XLK | TECHNOLOGY SELECT SECTORSPDR ETF | — | 620 | $175K | 0.14% | SOLD |
| 86 | BA | BOEING CO | Industrials | 802 | $173K | 0.14% | SOLD |
| 87 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 6,160 | $168K | 0.13% | SOLD |
| 88 | NOC | NORTHROP GRUMMAN CORP | Industrials | 271 | $165K | 0.13% | SOLD |
| 89 | NOW | SERVICENOW INC | Technology | 178 | $164K | 0.13% | SOLD |
| 90 | DVY | ISHARES SELECT DIVIDEND ETF | — | 1,145 | $163K | 0.13% | SOLD |
| 91 | IWM | ISHARES RUSSELL 2000 ETF | — | 665 | $161K | 0.13% | SOLD |
| 92 | IBM | IBM CORP | Technology | 560 | $158K | 0.13% | SOLD |
| 93 | UBER | UBER TECHNOLOGIES INC | Technology | 1,565 | $153K | 0.12% | SOLD |
| 94 | MMM | 3M CO | Industrials | 978 | $152K | 0.12% | SOLD |
| 95 | TQQQ | PROSHARES ULTRAPRO QQQ ETF | — | 1,400 | $145K | 0.12% | SOLD |
| 96 | NBIX | NEUROCRINE BIOSCIENCES I | Healthcare | 1,000 | $140K | 0.11% | SOLD |
| 97 | T | AT&T INC | Communication Services | 4,945 | $140K | 0.11% | SOLD |
| 98 | TXN | TEXAS INSTRS INC | Technology | 705 | $130K | 0.10% | SOLD |
| 99 | NEM | NEWMONT CORP | Basic Materials | 1,531 | $129K | 0.10% | SOLD |
| 100 | AMD | ADVANCED MICRO DEVIC | Technology | 792 | $128K | 0.10% | SOLD |