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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 $104,951,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 49,535 $11,003,160 10.48%
2.
Abbvie Inc.
 ABBV 25,308 $5,302,561 5.05%
3.
Lowes Companies Inc
 LOW 22,631 $5,278,326 5.03%
4.
Jpmorgan Chase & Co
 JPM 17,547 $4,304,186 4.1%
5.
Tesla Inc.
 TSLA 16,268 $4,216,015 4.02%
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)