Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | WRB | BERKLEY W R CORP | Financial Services | 1,012 | $78K | 0.06% | SOLD |
| 122 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 840 | $75K | 0.06% | SOLD |
| 123 | ADBE | ADOBE INC | Technology | 213 | $75K | 0.06% | SOLD |
| 124 | WFC | WELLS FARGO & CO | Financial Services | 895 | $75K | 0.06% | SOLD |
| 125 | CARR | CARRIER GLOBAL CORP | Industrials | 1,250 | $75K | 0.06% | SOLD |
| 126 | DD | DUPONT DE NEMOURS INC | Basic Materials | 950 | $74K | 0.06% | SOLD |
| 127 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 165 | $74K | 0.06% | SOLD |
| 128 | UNP | UNION PAC CORP | Industrials | 312 | $74K | 0.06% | SOLD |
| 129 | SPYV | SPDR S&P 500 VALUE ETF | — | 1,322 | $73K | 0.06% | SOLD |
| 130 | VB | VANGUARD SMALL CAP ETF | — | 278 | $71K | 0.06% | SOLD |
| 131 | IJS | ISHARES S&P SMALL CAP 600 ETF | — | 604 | $67K | 0.05% | SOLD |
| 132 | SYY | SYSCO CORP | Consumer Defensive | 800 | $66K | 0.05% | SOLD |
| 133 | PRU | PRUDENTIAL FINL INC | Financial Services | 628 | $65K | 0.05% | SOLD |
| 134 | EXEL | EXELIXIS INC | Healthcare | 1,500 | $62K | 0.05% | SOLD |
| 135 | PSX | PHILLIPS 66 | Energy | 455 | $62K | 0.05% | SOLD |
| 136 | PAYX | PAYCHEX INC | Industrials | 487 | $62K | 0.05% | SOLD |
| 137 | ETN | EATON CORP PLC F | Industrials | 163 | $61K | 0.05% | SOLD |
| 138 | HSY | HERSHEY CO | Consumer Defensive | 324 | $61K | 0.05% | SOLD |
| 139 | IVOV | VANGUARD S&P MID CAP 400VALUE ETF | — | 600 | $60K | 0.05% | SOLD |
| 140 | NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Healthcare | 464 | $60K | 0.05% | SOLD |