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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AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:4.4K

Value:$480.8K

% of Portfolio:0.5% ($480.8K/$105.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.8K

Value:$471.9K

% of Portfolio:0.4% ($471.9K/$105.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.2K

Value:$457.2K

% of Portfolio:0.4% ($457.2K/$105.0M)

921908844

VIG|921908844

Shares:2.1K

Value:$413.4K

% of Portfolio:0.4% ($413.4K/$105.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:432

Value:$408.6K

% of Portfolio:0.4% ($408.6K/$105.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:2.5K

Value:$391.5K

% of Portfolio:0.4% ($391.5K/$105.0M)

NETFLIX INC

NFLX|64110L106

Shares:409

Value:$381.4K

% of Portfolio:0.4% ($381.4K/$105.0M)

ELI LILLY & Co

LLY|532457108

Shares:457

Value:$377.4K

% of Portfolio:0.4% ($377.4K/$105.0M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$376.6K

% of Portfolio:0.4% ($376.6K/$105.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:841

Value:$375.5K

% of Portfolio:0.4% ($375.5K/$105.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:3.0K

Value:$356.8K

% of Portfolio:0.3% ($356.8K/$105.0M)

ALNYLAM PHARMACEUTICALS, INC.

ALNY|02043Q107

Shares:1.3K

Value:$337.5K

% of Portfolio:0.3% ($337.5K/$105.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.3K

Value:$304.6K

% of Portfolio:0.3% ($304.6K/$105.0M)

Walmart Inc.

WMT|931142103

Shares:3.2K

Value:$283.5K

% of Portfolio:0.3% ($283.5K/$105.0M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:2.5K

Value:$277.9K

% of Portfolio:0.3% ($277.9K/$105.0M)

921910816

MGK|921910816

Shares:871

Value:$269.0K

% of Portfolio:0.3% ($269.0K/$105.0M)

464287408

IVE|464287408

Shares:1.4K

Value:$266.2K

% of Portfolio:0.3% ($266.2K/$105.0M)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:1.5K

Value:$256.1K

% of Portfolio:0.2% ($256.1K/$105.0M)

CHEVRON CORP

CVX|166764100

Shares:1.5K

Value:$254.7K

% of Portfolio:0.2% ($254.7K/$105.0M)

78464A409

SPYG|78464A409

Shares:3.2K

Value:$253.6K

% of Portfolio:0.2% ($253.6K/$105.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	4.4K	QoQ -3.08% (-140) YoY-	All Managers (Combined)	$480.8K	0.5% ($480.8K/$105.0M)	QoQ +14.82% (-$62.1K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	2.8K	QoQ -2.25% (-64) YoY-	All Managers (Combined)	$471.9K	0.4% ($471.9K/$105.0M)	QoQ -0.65% (-$3.1K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.2K	QoQ +0.51% (-11) YoY-	All Managers (Combined)	$457.2K	0.4% ($457.2K/$105.0M)	QoQ -5.77% (-$28.0K) YoY-
(VIGcusip921908844)	2.1K	QoQ +0.94% (-20) YoY-	All Managers (Combined)	$413.4K	0.4% ($413.4K/$105.0M)	QoQ 0.00% (-$4) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	432	QoQ +0.69% (+3) YoY-	All Managers (Combined)	$408.6K	0.4% ($408.6K/$105.0M)	QoQ +3.94% (+$15.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	2.5K	QoQ +1.44% (-36) YoY-	All Managers (Combined)	$391.5K	0.4% ($391.5K/$105.0M)	QoQ -17.13% (-$80.9K) YoY-
NETFLIX INC(NFLXcusip64110L106)	409	QoQ +3.80% (+15) YoY-	All Managers (Combined)	$381.4K	0.4% ($381.4K/$105.0M)	QoQ +8.60% (+$30.2K) YoY-
ELI LILLY & Co(LLYcusip532457108)	457	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$377.4K	0.4% ($377.4K/$105.0M)	QoQ +6.98% (+$24.6K) YoY-
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ -9.50% (-120) YoY-	All Managers (Combined)	$376.6K	0.4% ($376.6K/$105.0M)	QoQ -17.75% (-$81.3K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	841	QoQ -19.13% (-199) YoY-	All Managers (Combined)	$375.5K	0.4% ($375.5K/$105.0M)	QoQ -25.68% (-$129.8K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	3.0K	QoQ +0.46% (+14) YoY-	All Managers (Combined)	$356.8K	0.3% ($356.8K/$105.0M)	QoQ +11.07% (+$35.6K) YoY-
ALNYLAM PHARMACEUTICALS, INC.(ALNYcusip02043Q107)	1.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$337.5K	0.3% ($337.5K/$105.0M)	QoQ +14.75% (+$43.4K) YoY-
BECTON DICKINSON & CO(BDXcusip075887109)	1.3K	QoQ -2.91% (-40) YoY-	All Managers (Combined)	$304.6K	0.3% ($304.6K/$105.0M)	QoQ -1.98% (-$6.2K) YoY-
Walmart Inc.(WMTcusip931142103)	3.2K	QoQ -10.40% (-375) YoY-	All Managers (Combined)	$283.5K	0.3% ($283.5K/$105.0M)	QoQ -12.94% (-$42.1K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$277.9K	0.3% ($277.9K/$105.0M)	QoQ +21.30% (+$48.8K) YoY-
(MGKcusip921910816)	871	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$269.0K	0.3% ($269.0K/$105.0M)	QoQ -10.05% (-$30.1K) YoY-
(IVEcusip464287408)	1.4K	QoQ -18.63% (-320) YoY-	All Managers (Combined)	$266.2K	0.3% ($266.2K/$105.0M)	QoQ -18.76% (-$61.5K) YoY-
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	1.5K	QoQ +0.13% (-2) YoY-	All Managers (Combined)	$256.1K	0.2% ($256.1K/$105.0M)	QoQ -8.75% (-$24.6K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.5K	QoQ +0.72% (+11) YoY-	All Managers (Combined)	$254.7K	0.2% ($254.7K/$105.0M)	QoQ +16.31% (+$35.7K) YoY-
(SPYGcusip78464A409)	3.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$253.6K	0.2% ($253.6K/$105.0M)	QoQ -8.56% (-$23.8K) YoY-