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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 $109,865,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 48,867 $10,026,047 9.13%
2.
Microsoft Corp
 MSFT 10,428 $5,187,205 4.72%
3.
Tesla Inc.
 TSLA 16,207 $5,148,316 4.69%
4.
Proshares Trust
 43,555 $5,126,859 4.67%
5.
Lowes Companies Inc
 LOW 22,503 $4,992,802 4.54%
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)