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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Crowley-Wealth-Management
Data Enrichment
82% identified342 identified74 unidentified
Holdings
416 positions • $105.0M total value
Manager:
Search and click to pin securities to the top
Page 21 of 21
67054W103
Shares:2.5K
Value:$46
% of Portfolio:0.0% ($46/$105.0M)
92189H839
Shares:2
Value:$45
% of Portfolio:0.0% ($45/$105.0M)
92333F101
Shares:2
Value:$21
% of Portfolio:0.0% ($21/$105.0M)
72707C108
Shares:5
Value:$1
% of Portfolio:0.0% ($1/$105.0M)
692732209
Shares:214
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
74624U104
Shares:6.1K
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
559CVR022
Shares:2.7K
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
34459U504
Shares:4
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
481CVR017
Shares:1.3K
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
831006309
Shares:20
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
021242102
Shares:51
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
604CVR027
Shares:375
Value:$0
% of Portfolio:0.0% ($0/$105.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 30 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $86 | 0.0% ($86/$105.0M) | YoY- | |
(cusip67054W103)✕ | 2.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $46 | 0.0% ($46/$105.0M) | YoY- |
(cusip92189H839)✕ | 2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $45 | 0.0% ($45/$105.0M) | QoQ NEW(+$45) YoY- |
| 19 | QoQ NEW(+19) YoY- | All Managers (Combined) | $44 | 0.0% ($44/$105.0M) | QoQ NEW(+$44) YoY- | |
| 30 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $32 | 0.0% ($32/$105.0M) | YoY- | |
(cusip92333F101)✕ | 2 | QoQ NEW(+2) YoY- | All Managers (Combined) | $21 | 0.0% ($21/$105.0M) | QoQ NEW(+$21) YoY- |
| 1 | QoQ NEW(+1) YoY- | All Managers (Combined) | $7 | 0.0% ($7/$105.0M) | QoQ NEW(+$7) YoY- | |
(cusip72707C108)✕ | 5 | QoQ NEW(+5) YoY- | All Managers (Combined) | $1 | 0.0% ($1/$105.0M) | QoQ NEW(+$1) YoY- |
(cusip692732209)✕ | 214 | QoQ NEW(+214) YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ NEW(+$0) YoY- |
(cusip74624U104)✕ | 6.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ -(+$0) YoY- |
(cusip559CVR022)✕ | 2.7K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ -(+$0) YoY- |
(cusip34459U504)✕ | 4 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ -(+$0) YoY- |
(cusip481CVR017)✕ | 1.3K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ -(+$0) YoY- |
(cusip831006309)✕ | 20 | QoQ NEW(+20) YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ NEW(+$0) YoY- |
(cusip021242102)✕ | 51 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ -(+$0) YoY- |
(cusip604CVR027)✕ | 375 | QoQ NEW(+375) YoY- | All Managers (Combined) | $0 | 0.0% ($0/$105.0M) | QoQ NEW(+$0) YoY- |