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Home > Institutional Investor > Crowley Wealth Management, Inc. > Profile

Instuitional Investor - Crowley Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Crowley Wealth Management, Inc.
Portfolio Value $113,396,992
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 49,798 $12,470,365 10.99%
2.
Tesla Inc.
 TSLA 16,054 $6,483,247 5.71%
3.
Lowes Companies Inc
 LOW 22,910 $5,654,140 4.98%
4.
Proshares Trust
 43,555 $4,714,393 4.15%
5.
Abbvie Inc.
 ABBV 25,857 $4,594,762 4.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)