Crowley-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NUVL",
  "EWTX",
  "SPSC",
  "RVMD",
  "MPWR",
  "POOL",
  null,
  null,
  "TROW",
  "RJF",
  "MOS",
  "ENTG",
  "AKAM",
  "EXAS",
  "AAXJ",
  "PCG",
  "BCE",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  "GOOGL",
  null,
  "ALNY",
  "VDE",
  null,
  "AXP",
  "GDXJ",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "BIDU",
  "WRB",
  "CCI",
  "CMI",
  "LNC",
  null,
  "DUK",
  "D",
  "EBAY",
  null,
  "EQNR",
  "EOG",
  "FFIV",
  null,
  null,
  "LWLG",
  null,
  "NUVB",
  "ADEA",
  "SNDX",
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  "FBIN",
  "UNP",
  "ARTNA",
  "EXFY",
  "QCOM",
  "SWBI",
  "SCCO",
  null,
  "ISRG",
  "TARS",
  null,
  null,
  null,
  "ITW",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  null,
  "NBIX",
  "META",
  "MNKD",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  "MMC",
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "MDLZ",
  "CIFR",
  "MS",
  "EXC",
  "GE",
  "GPC",
  "INCY",
  "NVS",
  "ODFL",
  "SMR",
  "HSY",
  "FAST",
  "IJR",
  "ANET",
  "KLAC",
  "ORCL",
  "NOC",
  "PAYX",
  "DOC",
  null,
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "HTGC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "KEYS",
  "AMGN",
  null,
  "REGN",
  "ROK",
  "IEFA",
  null,
  "NOW",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "SPYG",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "HL",
  "VV",
  "MRNA",
  "MSEX",
  "SCHW",
  "MNST",
  null,
  null,
  "VWO",
  "COGT",
  "NGG",
  "EXP",
  "EPRT",
  "EME",
  "VIG",
  "TOST",
  "ANIX",
  null,
  "XLB",
  "SU",
  "WY",
  "MTD",
  "PATH",
  null,
  "GGG",
  null,
  "RMD",
  null,
  null,
  "VTR",
  null,
  "GRWG",
  "DD",
  "EA",
  "EW",
  "VRSK",
  "MUR",
  "SAIA",
  "RRC",
  "SEIC",
  "LITE",
  "MAT",
  "WTS",
  "AMD",
  "SONY",
  "AVB",
  "FI",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "DEO",
  "WM",
  null,
  "CAH",
  "AEP",
  "CMPS",
  "FCF",
  "INO",
  "KURA",
  null,
  "IEX",
  "NVO",
  "AMZN",
  null,
  "TTWO",
  null,
  "IVE",
  "LCID",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "SBRA",
  null,
  "KD",
  "EGP",
  null,
  "ACM",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "MGK",
  null,
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "WST",
  "WELL",
  "WMB",
  "WSFS",
  null,
  "YORW",
  "YUM",
  "SOLV",
  "GNTX",
  "MTB",
  "JHG",
  "SCHD",
  "BIIB",
  "DVY",
  "SCHF",
  "SCHA",
  "JKHY",
  "EIX",
  "INFY",
  "JCI",
  "NXPI",
  null,
  "TER",
  "SO",
  "TAK",
  "TRMB",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "TDY",
  "SYY",
  "TFX",
  "SPOT",
  null,
  null,
  "PBI",
  null,
  "UHS",
  "GEV",
  "ZBH",
  "ZM",
  "DGRO",
  "SPYV",
  "NRG",
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  null,
  "BK",
  "BRK-B",
  "BDX",
  "BJ",
  "BCRX",
  "BXC",
  "BPMC",
  "BA",
  "BAH",
  null,
  "BMY",
  "BF-A",
  "BFLY",
  "CARR",
  "CCL",
  "CAVA",
  "CC",
  "CVX",
  "CB",
  "CSCO",
  "CFG",
  "CLSK",
  "KO",
  "CMCSA",
  "COP",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CRH",
  "CR",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DNTH",
  "DVN",
  "DAL",
  "DLR",
  null,
  "NEE",
  "MAR",
  "STT",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 416
Total Value: 104951026
Accession Number: 0002055836-25-000003
Form Type: 13F-HR
CIK: crowley-wealth-management
Manager Name: Crowley-Wealth-Management

Data Enrichment

82% identified

342 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

416 positions • $105.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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RTX Corp

RTX|75513E101

Shares:9.0K

Value:$1.2M

% of Portfolio:1.1% ($1.2M/$105.0M)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:4.3K

Value:$1.1M

% of Portfolio:1.1% ($1.1M/$105.0M)

Alphabet Inc.

GOOG|02079K107

Shares:6.9K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$105.0M)

Duke Energy CORP

DUK|26441C204

Shares:8.7K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$105.0M)

Mastercard Inc

MA|57636Q104

Shares:1.7K

Value:$948.6K

% of Portfolio:0.9% ($948.6K/$105.0M)

CUMMINS INC

CMI|231021106

Shares:2.8K

Value:$862.0K

% of Portfolio:0.8% ($862.0K/$105.0M)

46434V621

DGRO|46434V621

Shares:13.6K

Value:$839.5K

% of Portfolio:0.8% ($839.5K/$105.0M)

DEERE & CO

DE|244199105

Shares:1.6K

Value:$765.5K

% of Portfolio:0.7% ($765.5K/$105.0M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:6.8K

Value:$746.9K

% of Portfolio:0.7% ($746.9K/$105.0M)

BIOGEN INC.

BIIB|09062X103

Shares:5.3K

Value:$724.6K

% of Portfolio:0.7% ($724.6K/$105.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:8.9K

Value:$630.1K

% of Portfolio:0.6% ($630.1K/$105.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:2.2K

Value:$628.1K

% of Portfolio:0.6% ($628.1K/$105.0M)

Medtronic plc

MDT|G5960L103

Shares:6.9K

Value:$624.1K

% of Portfolio:0.6% ($624.1K/$105.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:2.2K

Value:$608.9K

% of Portfolio:0.6% ($608.9K/$105.0M)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:5.3K

Value:$605.5K

% of Portfolio:0.6% ($605.5K/$105.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.6K

Value:$599.6K

% of Portfolio:0.6% ($599.6K/$105.0M)

464287507

IJH|464287507

Shares:10.1K

Value:$591.4K

% of Portfolio:0.6% ($591.4K/$105.0M)

NVIDIA CORP

NVDA|67066G104

Shares:5.4K

Value:$584.2K

% of Portfolio:0.6% ($584.2K/$105.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.5K

Value:$579.5K

% of Portfolio:0.6% ($579.5K/$105.0M)

MCDONALDS CORP

MCD|580135101

Shares:1.6K

Value:$490.4K

% of Portfolio:0.5% ($490.4K/$105.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	9.0K	QoQ -1.28% (-118) YoY-	All Managers (Combined)	$1.2M	1.1% ($1.2M/$105.0M)	QoQ +12.99% (-$137.7K) YoY-
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	4.3K	QoQ -7.71% (-359) YoY-	All Managers (Combined)	$1.1M	1.1% ($1.1M/$105.0M)	QoQ -16.57% (-$220.5K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	6.9K	QoQ -5.97% (-441) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$105.0M)	QoQ -22.86% (-$321.4K) YoY-
Duke Energy CORP(DUKcusip26441C204)	8.7K	QoQ -10.90% (-1.1K) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$105.0M)	QoQ +0.86% (-$9.1K) YoY-
Mastercard Inc(MAcusip57636Q104)	1.7K	QoQ -2.75% (-49) YoY-	All Managers (Combined)	$948.6K	0.9% ($948.6K/$105.0M)	QoQ +1.17% (-$11.0K) YoY-
CUMMINS INC(CMIcusip231021106)	2.8K	QoQ -8.02% (-240) YoY-	All Managers (Combined)	$862.0K	0.8% ($862.0K/$105.0M)	QoQ -17.30% (-$180.4K) YoY-
(DGROcusip46434V621)	13.6K	QoQ -10.09% (-1.5K) YoY-	All Managers (Combined)	$839.5K	0.8% ($839.5K/$105.0M)	QoQ -9.45% (-$87.6K) YoY-
DEERE & CO(DEcusip244199105)	1.6K	QoQ +0.18% (+3) YoY-	All Managers (Combined)	$765.5K	0.7% ($765.5K/$105.0M)	QoQ +10.97% (+$75.7K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	6.8K	QoQ -11.75% (-900) YoY-	All Managers (Combined)	$746.9K	0.7% ($746.9K/$105.0M)	QoQ +9.36% (-$64.0K) YoY-
BIOGEN INC.(BIIBcusip09062X103)	5.3K	QoQ -14.25% (-880) YoY-	All Managers (Combined)	$724.6K	0.7% ($724.6K/$105.0M)	QoQ -23.26% (-$219.7K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	8.9K	QoQ -11.03% (-1.1K) YoY-	All Managers (Combined)	$630.1K	0.6% ($630.1K/$105.0M)	QoQ -12.03% (-$86.2K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	2.2K	QoQ -6.43% (-150) YoY-	All Managers (Combined)	$628.1K	0.6% ($628.1K/$105.0M)	QoQ +11.34% (-$64.0K) YoY-
Medtronic plc(MDTcusipG5960L103)	6.9K	QoQ -18.37% (-1.6K) YoY-	All Managers (Combined)	$624.1K	0.6% ($624.1K/$105.0M)	QoQ -8.17% (-$55.5K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	2.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$608.9K	0.6% ($608.9K/$105.0M)	QoQ +3.44% (+$20.3K) YoY-
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	5.3K	QoQ -21.78% (-1.5K) YoY-	All Managers (Combined)	$605.5K	0.6% ($605.5K/$105.0M)	QoQ -16.19% (-$117.0K) YoY-
WASTE MANAGEMENT INC(WMcusip94106L109)	2.6K	QoQ -13.37% (-400) YoY-	All Managers (Combined)	$599.6K	0.6% ($599.6K/$105.0M)	QoQ -0.62% (-$3.7K) YoY-
(IJHcusip464287507)	10.1K	QoQ -6.89% (-751) YoY-	All Managers (Combined)	$591.4K	0.6% ($591.4K/$105.0M)	QoQ -12.81% (-$86.9K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	5.4K	QoQ +24.56% (+1.1K) YoY-	All Managers (Combined)	$584.2K	0.6% ($584.2K/$105.0M)	QoQ +0.53% (+$3.1K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	3.5K	QoQ +0.46% (+16) YoY-	All Managers (Combined)	$579.5K	0.6% ($579.5K/$105.0M)	QoQ +15.22% (+$76.6K) YoY-
MCDONALDS CORP(MCDcusip580135101)	1.6K	QoQ +0.31% (+5) YoY-	All Managers (Combined)	$490.4K	0.5% ($490.4K/$105.0M)	QoQ +8.09% (+$36.7K) YoY-