Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | F | FORD MTR CO DEL | Consumer Cyclical | 10,457 | $125K | 0.10% | SOLD |
| 102 | LUV | SOUTHWEST AIRLS CO | Industrials | 3,784 | $121K | 0.10% | SOLD |
| 103 | BK | BANK NEW YORK MELLON COR | Financial Services | 1,082 | $118K | 0.09% | SOLD |
| 104 | EMR | EMERSON ELEC CO | Industrials | 885 | $116K | 0.09% | SOLD |
| 105 | PHO | INVSC WATER RESC PORTFOLIO ETF | — | 1,550 | $112K | 0.09% | SOLD |
| 106 | AVUV | AVANTIS US SMALL CAP VALUE ETF | — | 1,100 | $109K | 0.09% | SOLD |
| 107 | FISV | FISERV INC | Technology | 836 | $108K | 0.09% | SOLD |
| 108 | VZ | VERIZON COMMUNICATIONS I | Communication Services | 2,242 | $99K | 0.08% | SOLD |
| 109 | ELV | ELEVANCE HEALTH INC | Healthcare | 300 | $97K | 0.08% | SOLD |
| 110 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 1,244 | $93K | 0.07% | SOLD |
| 111 | ACN | ACCENTURE PLC IRELAND FCLASS A | Technology | 370 | $91K | 0.07% | SOLD |
| 112 | — | NEBIUS GROUP N V A FCLASS A | — | 800 | $90K | 0.07% | SOLD |
| 113 | VTV | VANGUARD VALUE ETF | — | 481 | $90K | 0.07% | SOLD |
| 114 | ADP | AUTOMATIC DATA PROCESSIN | Industrials | 303 | $89K | 0.07% | SOLD |
| 115 | GEV | GE VERNOVA INC | Utilities | 143 | $88K | 0.07% | SOLD |
| 116 | SLV | ISHARES SILVER TRUST ETF | Financial Services | 2,050 | $87K | 0.07% | SOLD |
| 117 | USB | US BANCORP DEL | Financial Services | 1,750 | $85K | 0.07% | SOLD |
| 118 | VBR | VANGUARD SMALL CAP VALUEETF | — | 404 | $84K | 0.07% | SOLD |
| 119 | STT | STATE STR CORP | Financial Services | 704 | $82K | 0.07% | SOLD |
| 120 | ZBH | ZIMMER BIOMET HLDGS INC | Healthcare | 816 | $80K | 0.06% | SOLD |