Portfolio (Quarterly)
Guide ↗
CROWLEY WEALTH MANAGEMENT, INC.
· CIK 0002055836| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | TMO | THERMO FISHER SCIENTIFIC | Healthcare | 80 | $39K | 0.03% | SOLD |
| 162 | AVB | AVALONBAY CMNTYS INC REIT | Real Estate | 200 | $39K | 0.03% | SOLD |
| 163 | ESG | FLEXSHS STOXX US ESG SLCT INDX ETF | — | 250 | $39K | 0.03% | SOLD |
| 164 | AMT | AMERICAN TOWER CORP NEW REIT | Real Estate | 200 | $38K | 0.03% | SOLD |
| 165 | URA | GLOBAL X URANIUM ETF | — | 750 | $36K | 0.03% | SOLD |
| 166 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 776 | $35K | 0.03% | SOLD |
| 167 | SPOT | SPOTIFY TECHNOLOGY S A F | Communication Services | 50 | $35K | 0.03% | SOLD |
| 168 | SCHA | SCHWAB US SMALL CAP ETF | — | 1,200 | $33K | 0.03% | SOLD |
| 169 | PAVE | GLOBAL X US INFRA DVLPMNT ETF | — | 700 | $33K | 0.03% | SOLD |
| 170 | TGT | TARGET CORP EQUITY CLASS EQUITY | Consumer Defensive | 371 | $33K | 0.03% | SOLD |
| 171 | VGT | VANGUARD INFORMATION TECHNOLOGY ETF | — | 44 | $33K | 0.03% | SOLD |
| 172 | COF | CAPITAL ONE FINL CORP | Financial Services | 154 | $33K | 0.03% | SOLD |
| 173 | ERAS | ERASCA INC | Healthcare | 15,000 | $33K | 0.03% | SOLD |
| 174 | TRMB | TRIMBLE INC | Technology | 400 | $33K | 0.03% | SOLD |
| 175 | WSFS | WSFS FINL CORP | Financial Services | 600 | $32K | 0.03% | SOLD |
| 176 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | — | 550 | $31K | 0.03% | SOLD |
| 177 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 1,500 | $31K | 0.03% | SOLD |
| 178 | KO | THE COCA-COLA CO | Consumer Defensive | 463 | $31K | 0.02% | SOLD |
| 179 | LHX | L3HARRIS TECHNOLOGIES IN | Industrials | 100 | $31K | 0.02% | SOLD |
| 180 | EGP | EASTGROUP PPTYS INC REIT | Real Estate | 180 | $30K | 0.02% | SOLD |