Crowley Wealth Management, Inc. Reduced Holdings in Q1 2025

Crowley Wealth Management, Inc.

  • $105 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-263
- 0.53%
$209.68 - $247.1 $55.1K - $65K
49.5K $11B
DIS
Walt Disney CO

Communication Services
-1.87K
- 5.71%
$96.87 - $114.0 $181K - $213K
30.9K $3.04B
MSFT
Microsoft Corp

Technology
-232
- 2.18%
$375.39 - $447.2 $87.1K - $104K
10.4K $3.9B
FDX
Fedex Corp

Industrials
-250
- 2.68%
$230.33 - $281.53 $57.6K - $70.4K
9.09K $2.22B
AMZN
Amazon Com Inc

Consumer Cyclical
-353
- 3.02%
$190.26 - $242.06 $67.2K - $85.4K
11.3K $2.16B
LOW
Lowes Companies Inc

Consumer Cyclical
-279
- 1.22%
$222.66 - $268.42 $62.1K - $74.9K
22.6K $5.28B
GOOG
Alphabet Inc.

Communication Services
-441
- 5.97%
$156.06 - $207.71 $68.8K - $91.6K
6.94K $1.08B
UPS
United Parcel Service Inc

Industrials
-858
- 6.54%
$109.66 - $136.26 $94.1K - $117K
12.3K $1.35B
HD
Home Depot, Inc.

Consumer Cyclical
-103
- 0.9%
$347.25 - $424.87 $35.8K - $43.8K
11.3K $4.14B
ROK
Rockwell Automation, Inc

Industrials
-359
- 7.71%
$255.29 - $303.75 $91.6K - $109K
4.3K $1.11B
CMI
Cummins Inc

Industrials
-240
- 8.03%
$312.92 - $386.07 $75.1K - $92.7K
2.75K $862M
D
Dominion Energy, Inc

Utilities
-2.63K
- 52.5%
$52.85 - $57.43 $139K - $151K
2.38K $133M
LMT
Lockheed Martin Corp

Industrials
-199
- 19.13%
$423.19 - $506.29 $84.2K - $101K
841 $376M
IWM
Ishares Russell 2000 ETF

ETFs
-500
- 44.84%
$198.1 - $229.79 $99.1K - $115K
615 $123M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-1.49K
- 21.78%
$98.98 - $113.18 $147K - $169K
5.35K $606M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.53K
- 10.1%
$60.46 - $64.42 $92.3K - $98.3K
13.6K $839M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-751
- 6.9%
$57.21 - $65.8 $43K - $49.4K
10.1K $591M
NEE
Nextera Energy Inc

Utilities
-1.1K
- 11.04%
$66.96 - $76.16 $73.9K - $84K
8.89K $630M
CAT
Caterpillar Inc

Industrials
-120
- 9.51%
$326.75 - $407.63 $39.2K - $48.9K
1.14K $377M
META
Meta Platforms, Inc.

Communication Services
-116
- 26.91%
$576.36 - $736.67 $66.9K - $85.5K
315 $182M
IVE
Ishares S&P 500 Value ETF

ETFs
-320
- 18.64%
$185.78 - $198.58 $59.4K - $63.5K
1.4K $266M
MDT
Medtronic PLC

Healthcare
-1.56K
- 18.37%
$79.84 - $94.5 $125K - $148K
6.95K $624M
NEM
Newmont Corp

Basic Materials
-1.75K
- 53.52%
$37.79 - $48.39 $66.1K - $84.7K
1.52K $73.4M
WMT
Walmart Inc.

Consumer Defensive
-375
- 10.41%
$84.5 - $105.05 $31.7K - $39.4K
3.23K $283M
CRM
Salesforce, Inc.

Technology
-100
- 50.0%
$268.36 - $359.95 $26.8K - $36K
100 $26.8M
VTI
Vanguard Total Stock Market Et

ETFs
-86
- 8.75%
$271.18 - $303.12 $23.3K - $26.1K
897 $247M
BA
Boeing CO

Industrials
-130
- 15.4%
$148.15 - $186.25 $19.3K - $24.2K
714 $122M
DAL
Delta Air Lines, Inc.

Industrials
-300
- 40.0%
$43.6 - $69.06 $13.1K - $20.7K
450 $19.6M
DD
Du Pont De Nemours, Inc.

Basic Materials
-258
- 19.5%
$72.7 - $84.32 $18.8K - $21.8K
1.07K $79.5M
LUV
Southwest Airlines CO

Industrials
-623
- 13.54%
$28.18 - $34.84 $17.6K - $21.7K
3.98K $134M
MRNA
Moderna, Inc.

Healthcare
-275
- 28.21%
$28.35 - $47.53 $7.8K - $13.1K
700 $19.8M
DOW
Dow Inc.

Basic Materials
-280
- 15.85%
$34.36 - $41.92 $9.62K - $11.7K
1.49K $51.9M
IIPR
Innovative Industrial Properties Inc

Real Estate
-260
- 72.22%
$54.09 - $74.56 $14.1K - $19.4K
100 $5.41M
EWG
Ishares Msci Germany ETF

ETFs
-600
- 48.82%
$31.57 - $39.31 $18.9K - $23.6K
629 $23.3M
TGT
Target Corp

Consumer Defensive
-12
- 3.13%
$103.65 - $142.5 $1.24K - $1.71K
371 $38.7M
CARR
Carrier Global Corp

Industrials
-100
- 7.41%
$62.07 - $70.55 $6.21K - $7.06K
1.25K $79.3M
LWLG
Lightwave Logic, Inc.

Basic Materials
-3.5K
- 63.64%
$1.01 - $2.42 $3.54K - $8.47K
2K $2.05M
BDX
Becton Dickinson & CO

Healthcare
-40
- 2.92%
$222.79 - $249.08 $8.91K - $9.96K
1.33K $305M
NOC
Northrop Grumman Corp

Industrials
-32
- 13.28%
$433.45 - $513.82 $13.9K - $16.4K
209 $107M
SCCO
Southern Copper Corp

Basic Materials
-93
- 5.61%
$85.92 - $101.48 $7.99K - $9.44K
1.57K $146M
UNP
Union Pacific Corp

Industrials
-33
- 8.8%
$225.21 - $254.42 $7.43K - $8.4K
342 $80.8M
WM
Waste Management Inc

Industrials
-400
- 13.38%
$200.54 - $233.78 $80.2K - $93.5K
2.59K $600M
PG
Procter & Gamble CO

Consumer Defensive
-64
- 2.26%
$158.56 - $176.26 $10.1K - $11.3K
2.77K $472M
F
Ford Motor CO

Consumer Cyclical
-400
- 3.68%
$9.12 - $10.43 $3.65K - $4.17K
10.5K $105M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-65
- 53.72%
$31.01 - $36.6 $2.02K - $2.38K
56 $1.71M
GOLD
Barrick Gold Corp

Basic Materials
-400
- 24.24%
$15.45 - $19.56 $6.18K - $7.82K
1.25K $24.3M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-200
- 34.48%
$9.19 - $12.93 $1.84K - $2.59K
380 $4.25M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-30
- 11.49%
$42.5 - $46.71 $1.28K - $1.4K
231 $10.5M
MMM
3 M CO

Industrials
-144
- 12.7%
$129.7 - $155.12 $18.7K - $22.3K
990 $145M
Activity Summary
Buys All Purchases 72 New Holdings 22 Increased Positions 50 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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