Crowley Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Crowley Wealth Management, Inc. reported 428 stock positions worth $113.4 million. Its top holding was Apple (AAPL) at 11.0% of the portfolio, followed by Tesla (TSLA, 5.7%) and Lowe's Cos (LOW, 5.0%).
- Most Recent 13F
- Q4 2025
- Location
- WILMINGTON, DE
- CIK
- 0002055836
- Portfolio Value
- $113.4M (Q4 2024)
- SEC Filing
- 0002055836-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 428 stocks · $113.4M
| AAPL Apple Inc. | 11.00% | 49,798 | $12.5M | — |
| TSLA Tesla Inc. | 5.72% | 16,054 | $6.5M | — |
| LOW Lowe's Cos Inc. | 4.99% | 22,910 | $5.7M | — |
| QLD Proshares Ultra QQQ | 4.16% | 43,555 | $4.7M | — |
| ABBV Abbvie Inc. | 4.05% | 25,857 | $4.6M | — |
| SSO Proshares Ultra S&P500 | 3.98% | 48,755 | $4.5M | — |
| MSFT Microsoft Corp. | 3.95% | 10,631 | $4.5M | — |
| HD Home Depot Inc. | 3.91% | 11,397 | $4.4M | — |
| JPM JPMorgan Chase & Co. | 3.76% | 17,786 | $4.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.21% | 32,719 | $3.6M | — |
| UWM Proshares Ultra RUSSELL2000 | 2.55% | 69,200 | $2.9M | — |
| FDX FedEx Corp. | 2.32% | 9,340 | $2.6M | — |
| AMGN Amgen Inc. | 2.30% | 10,017 | $2.6M | — |
| SYK Stryker Corp. | 2.26% | 7,126 | $2.6M | — |
| AMZN Amazon.com Inc. | 2.26% | 11,682 | $2.6M | — |
| ABT Abbott Laboratories | 1.91% | 19,138 | $2.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 4,712 | $2.1M | — |
| UPS United Parcel Service Class B | 1.46% | 13,117 | $1.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 2,507 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 1.24% | 7,381 | $1.4M | — |
| V Visa Inc. Class A | 1.20% | 4,308 | $1.4M | — |
| ROK Rockwell Automation Inc. | 1.17% | 4,654 | $1.3M | — |
| RTX RTX Corp. | 0.93% | 9,155 | $1.1M | — |
| DUK Duke Energy Corp. | 0.92% | 9,715 | $1.0M | — |
| CMI Cummins Inc. | 0.92% | 2,990 | $1.0M | — |
| BIIB Biogen Inc. | 0.83% | 6,175 | $944K | — |
| MA Mastercard Inc. Class A | 0.83% | 1,780 | $938K | — |
| DGRO iShares Core Dividend Growth | 0.82% | 15,114 | $927K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.64% | 6,840 | $723K | — |
| NEE Nextera Energy Inc. | 0.63% | 9,992 | $716K | — |
| DE Deere & Co. | 0.61% | 1,628 | $690K | — |
| ED Consolidated Edison Inc. | 0.60% | 7,654 | $683K | — |
| MDT Medtronic PLC | 0.60% | 8,508 | $680K | — |
| IJH iShares Core S&P Midcap ETF | 0.60% | 10,887 | $678K | — |
| WM Waste Management Inc. | 0.53% | 2,990 | $603K | — |
| GD General Dynamics Corp. | 0.52% | 2,234 | $589K | — |
| NVDA Nvidia Corp. | 0.51% | 4,327 | $581K | — |
| GLD SPDR Gold Shares | 0.50% | 2,330 | $564K | — |
| LMT Lockheed Martin Corp. | 0.45% | 1,040 | $505K | — |
| JNJ Johnson & Johnson | 0.44% | 3,478 | $503K | — |
| HON Honeywell International Inc. | 0.43% | 2,148 | $485K | — |
| PG The Procter & Gamble Co. | 0.42% | 2,833 | $475K | — |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,496 | $472K | — |
| CAT Caterpillar Inc. | 0.40% | 1,262 | $458K | — |
| MCD McDonald's Corp. | 0.40% | 1,565 | $454K | — |
| AEP American Electric Power | 0.37% | 4,540 | $419K | — |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 2,111 | $413K | — |
| COST Costco Wholesale Corp. | 0.35% | 429 | $393K | — |
| LLY Eli Lilly & Co. | 0.31% | 457 | $353K | — |
| NFLX Netflix Inc. | 0.31% | 394 | $351K | — |
| IVE iShares S&P 500 Value ETF | 0.29% | 1,717 | $328K | — |
| WMT Walmart Inc. | 0.29% | 3,604 | $326K | — |
| XOM Exxon Mobil Corp. | 0.28% | 2,986 | $321K | — |
| BDX Becton Dickinson and Co. | 0.27% | 1,370 | $311K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.26% | 871 | $299K | — |
| ALNY Alnylam Pharmaceuticals Inc. | 0.26% | 1,250 | $294K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 983 | $285K | — |
| PNC PNC Financial Services Group | 0.25% | 1,455 | $281K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.24% | 3,156 | $277K | — |
| MRK Merck & Co. Inc. | 0.24% | 2,757 | $274K | — |
| D Dominion Energy Inc. | 0.24% | 5,010 | $270K | — |
| META Meta Platforms Inc. Class A | 0.22% | 431 | $252K | — |
| IWM iShares Russell 2000 ETF | 0.22% | 1,115 | $246K | — |
| PEP Pepsico Inc. | 0.22% | 1,619 | $246K | — |
| GILD Gilead Sciences Inc. | 0.20% | 2,480 | $229K | — |
| QCOM Qualcomm Inc. | 0.20% | 1,448 | $222K | — |
| CVX Chevron Corp. | 0.19% | 1,512 | $219K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 4,886 | $215K | — |
| KMB Kimberly-Clark Corp. | 0.18% | 1,575 | $206K | — |
| SO The Southern Co. | 0.18% | 2,480 | $204K | — |
| LIN Linde PLC | 0.18% | 480 | $201K | — |
| NOW ServiceNow Inc. | 0.17% | 178 | $189K | — |
| FISV Fiserv Inc. | 0.15% | 836 | $172K | — |
| AVGO Broadcom Inc. | 0.15% | 740 | $172K | — |
| LUV Southwest Airlines Co. | 0.14% | 4,602 | $155K | — |
| SCCO Southern Copper Corp. | 0.13% | 1,659 | $151K | — |
| BA The Boeing Co. | 0.13% | 844 | $149K | — |
| T AT&T Inc. | 0.13% | 6,545 | $149K | — |
| MMM 3M Co. | 0.13% | 1,134 | $146K | — |
| XLK SS Technology Select Sector | 0.12% | 600 | $140K | — |
| NBIX Neurocrine Biosciences Inc. | 0.12% | 1,000 | $137K | — |
| USB US Bancorp | 0.12% | 2,824 | $135K | — |
| SCHD Schwab US DVD Equity ETF | 0.12% | 4,905 | $134K | — |
| TXN Texas Instruments Inc. | 0.12% | 705 | $132K | — |
| ACN Accenture PLC Class A | 0.12% | 373 | $131K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 567 | $125K | — |
| CEG Constellation Energy | 0.11% | 547 | $122K | — |
| NEM Newmont Corp. | 0.11% | 3,270 | $122K | — |
| AMD Advanced Micro Devices | 0.11% | 990 | $120K | — |
| ORCL Oracle Corp. | 0.10% | 700 | $117K | — |
| DVY iShares Select Dividend ETF | 0.10% | 882 | $116K | — |
| NOC Northrop Grumman Corp. | 0.10% | 241 | $113K | — |
| ADBE Adobe Inc. | 0.10% | 253 | $113K | — |
| ELV Elevance Health Inc. | 0.10% | 300 | $111K | — |
| SOXX iShares Semiconductor ETF | 0.10% | 510 | $110K | — |
| EMR Emerson Electric Co. | 0.10% | 884 | $110K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 10,857 | $107K | — |
| AVUV Avantis US Small Cap Value | 0.09% | 1,100 | $106K | — |
| EIX Edison International | 0.09% | 1,300 | $104K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 200 | $102K | — |
| DD Dupont DE Nemours Inc. | 0.09% | 1,323 | $101K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.09% | 3,760 | $100K | — |
| VZ Verizon Communications Inc. | 0.09% | 2,466 | $99K | — |
| IVV iShares Core S&P 500 ETF | 0.09% | 166 | $98K | — |
| GE General Electric filed as GE AEROSPACE | 0.08% | 576 | $96K | — |
| UBER Uber Technologies Inc. | 0.08% | 1,565 | $94K | — |
| CARR Carrier Global Corp. | 0.08% | 1,350 | $92K | — |
| BND Vanguard Total Bond Market | 0.08% | 1,244 | $89K | — |
| ADP Automatic Data Processing | 0.08% | 302 | $88K | — |
| PRU Prudential Financial Inc. | 0.08% | 728 | $86K | — |
| ISRG Intuitive Surgical Inc. | 0.08% | 165 | $86K | — |
| UNP Union Pacific Corp. | 0.08% | 375 | $86K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 1,082 | $83K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.07% | 404 | $80K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 457 | $77K | — |
| DOW Dow Inc. | 0.06% | 1,767 | $71K | — |
| EXC Exelon Corp. | 0.06% | 1,844 | $69K | — |
| STT State Street Corp. | 0.06% | 704 | $69K | — |
| DHR Danaher Corp. | 0.06% | 300 | $69K | — |
| PAYX Paychex Inc. | 0.06% | 486 | $68K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.06% | 1,322 | $68K | — |
| CRM Salesforce Inc. | 0.06% | 200 | $67K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 278 | $67K | — |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 604 | $66K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.05% | 840 | $62K | — |
| WFC Wells Fargo & Co. | 0.05% | 881 | $62K | — |
| EOG EOG Resources Inc. | 0.05% | 500 | $61K | — |
| SYY Sysco Corp. | 0.05% | 800 | $61K | — |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.05% | 1,012 | $59K | — |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.05% | 600 | $57K | — |
| PFE Pfizer Inc. | 0.05% | 2,151 | $57K | — |
| ETN Eaton Corp. PLC | 0.05% | 163 | $54K | — |
| SLV iShares Silver Trust | 0.05% | 2,050 | $54K | — |
| DLR Digital Realty Trust Inc. | 0.05% | 300 | $53K | — |
| CTVA Corteva Inc. | 0.05% | 917 | $52K | — |
| TAK Takeda Pharmaceutic-SP ADR | 0.05% | 3,927 | $52K | — |
| PSX Phillips 66 | 0.05% | 455 | $52K | — |
| TGT Target Corp. | 0.05% | 383 | $52K | — |
| BIB Proshares Ultra Nasd Biotech | 0.04% | 1,000 | $51K | — |
| EXEL Exelixis Inc. | 0.04% | 1,500 | $50K | — |
| GEV GE Vernova Inc. | 0.04% | 143 | $47K | — |
| ET Energy Transfer LP | 0.04% | 2,400 | $47K | — |
| ES Eversource Energy | 0.04% | 800 | $46K | — |
| DAL Delta Air Lines Inc. | 0.04% | 750 | $45K | — |
| NVS Novartis AG-Sponsored ADR | 0.04% | 464 | $45K | — |
| AVB Avalonbay Communities Inc. | 0.04% | 200 | $44K | — |
| BMY Bristol-Myers Squibb Co. | 0.04% | 755 | $43K | — |
| TMO Thermo Fisher Scientific Inc. | 0.04% | 82 | $43K | — |
| WMB Williams Cos Inc. | 0.04% | 788 | $43K | — |
| FCF First Commonwealth Finl Corp. | 0.04% | 2,500 | $42K | — |
| JCI Johnson Controls Internation | 0.04% | 530 | $42K | — |
| OTIS Otis Worldwide Corp. | 0.04% | 450 | $42K | — |
| MRNA Moderna Inc. | 0.04% | 975 | $41K | — |
| PYPL PayPal Holdings Inc. | 0.03% | 460 | $39K | — |
| EWG iShares MSCI Germany ETF | 0.03% | 1,229 | $39K | — |
| MSEX Middlesex Water Co. | 0.03% | 700 | $37K | — |
| AMT American Tower Corp. | 0.03% | 200 | $37K | — |
| REGN Regeneron Pharmaceuticals | 0.03% | 50 | $36K | — |
| SIEGY Siemens AG-Spons ADR | 0.03% | 366 | $35K | — |
| SU Suncor Energy Inc. | 0.03% | 990 | $35K | — |
| FFIV F5 Inc. | 0.03% | 140 | $35K | — |
| ESG NT Stoxx US ESG ETF | 0.03% | 250 | $34K | — |
| MS Morgan Stanley | 0.03% | 273 | $34K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 98 | $34K | — |
| WSFS WSFS Financial Corp. | 0.03% | 600 | $32K | — |
| COP Conocophillips | 0.03% | 320 | $32K | — |
| JEPI JPMorgan Equity Premium Inco | 0.03% | 550 | $32K | — |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.03% | 500 | $31K | — |
| EPD Enterprise Products Partners | 0.03% | 950 | $30K | — |
| CB Chubb Ltd. | 0.03% | 105 | $29K | — |
| EGP Eastgroup Properties Inc. | 0.03% | 180 | $29K | — |
| PAVE Global X US Infrastructure | 0.02% | 700 | $28K | — |
| TRMB Trimble Inc. | 0.02% | 400 | $28K | — |
| HSY The Hershey Co. | 0.02% | 164 | $28K | — |
| EPRT Essential Properties Realty | 0.02% | 880 | $28K | — |
| PLD Prologis Inc. | 0.02% | 260 | $27K | — |
| NUVL Nuvalent Inc. Class A | 0.02% | 350 | $27K | — |
| VGT Vanguard Info Tech ETF | 0.02% | 44 | $27K | — |
| KO The Coca-Cola Co. | 0.02% | 434 | $27K | — |
| PHO Invesco Water Resources ETF | 0.02% | 400 | $26K | — |
| EW Edwards Lifesciences Corp. | 0.02% | 352 | $26K | — |
| B Barrick Gold Corp. | 0.02% | 1,650 | $26K | — |
| TARS Tarsus Pharmaceuticals Inc. | 0.02% | 450 | $25K | — |
| SAP Sap SE-Sponsored ADR | 0.02% | 100 | $25K | — |
| LII Lennox International Inc. | 0.02% | 40 | $24K | — |
| IVW iShares S&P 500 Growth ETF | 0.02% | 240 | $24K | — |
| PCG P G & E Corp. | 0.02% | 1,203 | $24K | — |
| MUR Murphy Oil Corp. | 0.02% | 800 | $24K | — |
| IIPR Innovative Industrial Proper | 0.02% | 360 | $24K | — |
| CP Canadian Pacific Kansas City | 0.02% | 326 | $24K | — |
| YUM Yum! Brands Inc. | 0.02% | 174 | $23K | — |
| CMCSA Comcast Corp. Class A | 0.02% | 619 | $23K | — |
| PKB Invesco Building & Construct | 0.02% | 307 | $23K | — |
| VTR Ventas Inc. | 0.02% | 393 | $23K | — |
| AKAM Akamai Technologies Inc. | 0.02% | 240 | $23K | — |
| LIT Global X Lithium & Battery T | 0.02% | 558 | $23K | — |
| SPOT Spotify Technology SA | 0.02% | 50 | $22K | — |
| CGW Invesco S&P Global Water Ind | 0.02% | 400 | $22K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.02% | 250 | $22K | — |
| LHX L3HARRIS Technologies Inc. | 0.02% | 100 | $21K | — |
| SCHA Schwab US Small-Cap ETF | 0.02% | 800 | $21K | — |
| EQNR Equinor ASA-Spon ADR | 0.02% | 870 | $21K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 50 | $21K | — |
| CSCO Cisco Systems Inc. | 0.02% | 346 | $20K | — |
| DELL Dell Technologies -C | 0.02% | 174 | $20K | — |
| QYLG Global X Nasdaq 100 Covc GRW | 0.02% | 711 | $20K | — |
| VIS Vanguard Industrials ETF | 0.02% | 78 | $20K | — |
| TEL Te Connectivity PLC | 0.02% | 138 | $20K | — |
| ITOT iShares Core S&P Total U.S. | 0.02% | 150 | $19K | — |
| BCRX Biocryst Pharmaceuticals Inc. | 0.02% | 2,500 | $19K | — |
| NUVB Nuvation Bio Inc. | 0.02% | 7,000 | $19K | — |
| TRV The Travelers Cos Inc. | 0.02% | 77 | $19K | — |
| CRH CRH PLC | 0.02% | 200 | $19K | — |
| CAH Cardinal Health Inc. | 0.02% | 154 | $18K | — |
| HTGC Hercules Capital Inc. | 0.02% | 900 | $18K | — |
| NRG NRG Energy Inc. | 0.02% | 200 | $18K | — |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.02% | 200 | $18K | — |
| TFX Teleflex Inc. | 0.02% | 100 | $18K | — |
| BPMC Blueprint Medicines Corp. | 0.02% | 200 | $17K | — |
| XYZ Block Inc. | 0.01% | 200 | $17K | — |
| YORW York Water Co. filed as YORK WTR CO | 0.01% | 500 | $16K | — |
| INTC Intel Corp. | 0.01% | 803 | $16K | — |
| IEUS iShares MSCI Europe Small-Ca | 0.01% | 300 | $16K | — |
| ACM Aecom | 0.01% | 150 | $16K | — |
| SONY Sony Group Corp. - SP ADR | 0.01% | 750 | $16K | — |
| ARTNA Artesian Resources Corp. Class A | 0.01% | 500 | $16K | — |
| ZTS Zoetis Inc. | 0.01% | 96 | $16K | — |
| SOLV Solventum Corp. | 0.01% | 232 | $15K | — |
| RVMD Revolution Medicines Inc. | 0.01% | 350 | $15K | — |
| GEHC GE Healthcare Technology | 0.01% | 190 | $15K | — |
| IHAK iShares Cybersecurity & Tech | 0.01% | 300 | $15K | — |
| VOO Vanguard S&P 500 ETF | 0.01% | 27 | $15K | — |
| ESGV Vanguard ESG US Stock ETF | 0.01% | 136 | $14K | — |
| NOMD Nomad Foods Ltd. | 0.01% | 850 | $14K | — |
| JHG Janus Henderson Group PLC | 0.01% | 333 | $14K | — |
| ARKG ARK Genomic Revolution ETF | 0.01% | 600 | $14K | — |
| USTB Victoryshares Short-Term Bon | 0.01% | 280 | $14K | — |
| NBIS Nebius Group NV | 0.01% | 500 | $14K | — |
| INCY Incyte Corp. | 0.01% | 200 | $14K | — |
| FBIN Fortune Brands Innovations I | 0.01% | 200 | $14K | — |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.01% | 200 | $14K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 50 | $13K | — |
| A Agilent Technologies Inc. | 0.01% | 100 | $13K | — |
| GPC Genuine Parts Co. | 0.01% | 114 | $13K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 50 | $13K | — |
| HPE Hewlett Packard Enterprise | 0.01% | 601 | $13K | — |
| EBAY eBay Inc. | 0.01% | 200 | $12K | — |
| ANET Arista Networks Inc. | 0.01% | 112 | $12K | — |
| UL Unilever PLC | 0.01% | 218 | $12K | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.01% | 300 | $12K | — |
| VDE Vanguard Energy ETF | 0.01% | 100 | $12K | — |
| RWL Invesco S&P 500 Revenue ETF | 0.01% | 119 | $12K | — |
| XLF SS Financial Select Sector | 0.01% | 239 | $12K | — |
| LWLG Lightwave Logic Inc. | 0.01% | 5,500 | $12K | — |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 261 | $11K | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 200 | $11K | — |
| EXAS Exact Sciences Corp. | 0.01% | 200 | $11K | — |
| VAW Vanguard Materials ETF | 0.01% | 59 | $11K | — |
| STZ Constellation Brands Inc. Class A | 0.01% | 50 | $11K | — |
| BIDU Baidu Inc. - Spon ADR | 0.01% | 130 | $11K | — |
| NGG National Grid PLC-SP ADR | 0.01% | 183 | $11K | — |
| ABBNY Abb Ltd.-Spon ADR | 0.01% | 200 | $11K | — |
| CC The Chemours Co. | 0.01% | 617 | $10K | — |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 775 | $10K | — |
| RPRX Royalty Pharma PLC Class A | 0.01% | 400 | $10K | — |
| VLTO Veralto Corp. | 0.01% | 100 | $10K | — |
| XLV SS Health Care Select Sector | 0.01% | 73 | $10K | — |
| TTWO Take-Two Interactive Softwre | 0.01% | 54 | $10K | — |
| ZM Zoom Communications Inc. | 0.01% | 120 | $10K | — |
| LNC Lincoln National Corp. | 0.01% | 300 | $10K | — |
| PFXF Vaneck Pref Sec X-Financials | 0.01% | 550 | $9K | — |
| PFF iShares Preferred & Income S | 0.01% | 300 | $9K | — |
| XLY SS Consumer Disc Select Sect | 0.01% | 42 | $9K | — |
| ABNB Airbnb Inc. Class A | 0.01% | 70 | $9K | — |
| TOST Toast Inc. Class A | 0.01% | 250 | $9K | — |
| CCI Crown Castle Inc. | 0.01% | 100 | $9K | — |
| UHS Universal Health Services-B | 0.01% | 50 | $9K | — |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 100 | $9K | — |
| CVS CVS Health Corp. | 0.01% | 198 | $9K | — |
| XYLG Global X S&P 500 Covc & GRW | 0.01% | 317 | $9K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.01% | 122 | $9K | — |
| VOX Vanguard Communication Servi | 0.01% | 54 | $8K | — |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 65 | $8K | — |
| MET Metlife Inc. | 0.01% | 100 | $8K | — |
| KMI Kinder Morgan Inc. | 0.01% | 297 | $8K | — |
| MTTR Matterport Inc. | 0.01% | 1,700 | $8K | — |
| AAXJ iShares MSCI All Country Asi | 0.01% | 110 | $8K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 100 | $8K | — |
| KURA Kura Oncology Inc. | 0.01% | 900 | $8K | — |
| SCHF Schwab Intl Equity ETF | 0.01% | 400 | $7K | — |
| SCHO Schwab Short-Term US Treas | 0.01% | 300 | $7K | — |
| RRC Range Resources Corp. | 0.01% | 200 | $7K | — |
| LRLCY L'oreal-Unsponsored ADR | 0.01% | 100 | $7K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 168 | $7K | — |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.01% | 200 | $7K | — |
| WELL Welltower Inc. | 0.01% | 55 | $7K | — |
| VEA Vanguard Ftse Developed ETF | 0.01% | 144 | $7K | — |
| AIA iShares Asia 50 ETF | 0.01% | 100 | $7K | — |
| DVN Devon Energy Corp. | 0.01% | 200 | $7K | — |
| NTDOF Nintendo Co. Ltd. | 0.01% | 110 | $6K | — |
| RBLX Roblox Corp. Class A | 0.01% | 110 | $6K | — |
| SHEL Shell PLC-ADR | 0.01% | 100 | $6K | — |
| BF.A Brown-Forman Corp. Class A | 0.01% | 150 | $6K | — |
| EA Electronic Arts Inc. | 0.00% | 38 | $6K | — |
| WBA Walgreens Boots Alliance Inc. | 0.00% | 580 | $5K | — |
| SW Smurfit Westrock PLC | 0.00% | 100 | $5K | — |
| CTRA Coterra Energy Inc. | 0.00% | 200 | $5K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 99 | $5K | — |
| ICLN iShares Global Clean Energy | 0.00% | 440 | $5K | — |
| HL Hecla Mining Co. | 0.00% | 1,000 | $5K | — |
| DNTH Dianthus Therapeutics Inc. | 0.00% | 221 | $5K | — |
| MPWR Monolithic Power Systems Inc. | 0.00% | 8 | $5K | — |
| PZZA Papa John's Intl Inc. | 0.00% | 113 | $5K | — |
| TFC Truist Financial Corp. | 0.00% | 106 | $5K | — |
| ITW Illinois Tool Works | 0.00% | 18 | $5K | — |
| EME Emcor Group Inc. | 0.00% | 10 | $5K | — |
| CAVA Cava Group Inc. | 0.00% | 40 | $5K | — |
| WY Weyerhaeuser Co. | 0.00% | 160 | $5K | — |
| EXP Eagle Materials Inc. | 0.00% | 18 | $4K | — |
| KLAC KLA Corp. | 0.00% | 7 | $4K | — |
| BCE Bce Inc. | 0.00% | 187 | $4K | — |
| SCHB Schwab US Broad Market ETF | 0.00% | 180 | $4K | — |
| TAN Invesco Solar ETF | 0.00% | 121 | $4K | — |
| IJR iShares Core S&P Small-Cap E | 0.00% | 34 | $4K | — |
| XLB SS Materials Select Sector | 0.00% | 46 | $4K | — |
| KEYS Keysight Technologies Inc. | 0.00% | 24 | $4K | — |
| KD Kyndryl Holdings Inc. | 0.00% | 110 | $4K | — |
| MOS The Mosaic Co. | 0.00% | 150 | $4K | — |
| MTD Mettler-Toledo International | 0.00% | 3 | $4K | — |
| DECK Deckers Outdoor Corp. | 0.00% | 18 | $4K | — |
| WBD Warner Bros Discovery Inc. | 0.00% | 338 | $4K | — |
| MDLZ Mondelez International Inc. Class A | 0.00% | 58 | $3K | — |
| FAST Fastenal Co. | 0.00% | 46 | $3K | — |
| VRSK Verisk Analytics Inc. | 0.00% | 12 | $3K | — |
| SEIC Sei Investments Company | 0.00% | 40 | $3K | — |
| APD Air Products & Chemicals Inc. | 0.00% | 11 | $3K | — |
| MRSH Marsh & McLennan Cos | 0.00% | 15 | $3K | — |
| VIOV Vanguard S&P Small-Cap 600 V | 0.00% | 34 | $3K | — |
| SRE Sempra | 0.00% | 36 | $3K | — |
| INTU Intuit Inc. | 0.00% | 5 | $3K | — |
| RPMT Rego Payment Architectures I filed as REGO PMT ARCHITECTURES I | 0.00% | 3,300 | $3K | — |
| LRCX Lam Research Corp. | 0.00% | 40 | $3K | — |
| CR Crane Co. | 0.00% | 19 | $3K | — |
| GGG Graco Inc. | 0.00% | 34 | $3K | — |
| MNST Monster Beverage Corp. | 0.00% | 54 | $3K | — |
| ODFL Old Dominion Freight Line | 0.00% | 16 | $3K | — |
| TER Teradyne Inc. | 0.00% | 22 | $3K | — |
| DOC Healthpeak Properties Inc. | 0.00% | 136 | $3K | — |
| MAT Mattel Inc. | 0.00% | 150 | $3K | — |
| SNDX Syndax Pharmaceuticals Inc. | 0.00% | 200 | $3K | — |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 0.00% | 15 | $3K | — |
| WAT Waters Corp. | 0.00% | 7 | $3K | — |
| PATH Uipath Inc. Class A | 0.00% | 200 | $3K | — |
| UNH Unitedhealth Group Inc. | 0.00% | 5 | $3K | — |
| CCL Carnival Corp. | 0.00% | 100 | $2K | — |
| CSX CSX Corp. | 0.00% | 77 | $2K | — |
| OGN Organon & Co. | 0.00% | 165 | $2K | — |
| AXP American Express Co. | 0.00% | 8 | $2K | — |
| INFY Infosys Ltd.-SP ADR | 0.00% | 107 | $2K | — |
| ANIX Anixa Biosciences Inc. | 0.00% | 1,000 | $2K | — |
| IEX Idex Corp. | 0.00% | 11 | $2K | — |
| RJF Raymond James Financial Inc. | 0.00% | 14 | $2K | — |
| PBI Pitney Bowes Inc. | 0.00% | 300 | $2K | — |
| PFG Principal Financial Group | 0.00% | 28 | $2K | — |
| SDZNY Sandoz Group AG-ADR | 0.00% | 52 | $2K | — |
| IONQ Ionq Inc. | 0.00% | 50 | $2K | — |
| CPRT Copart Inc. | 0.00% | 36 | $2K | — |
| BLK BlackRock Inc. | 0.00% | 2 | $2K | — |
| BXC Bluelinx Holdings Inc. | 0.00% | 20 | $2K | — |
| SWBI Smith & Wesson Brands Inc. | 0.00% | 200 | $2K | — |
| GNTX Gentex Corp. | 0.00% | 70 | $2K | — |
| MAR Marriott International Class A | 0.00% | 7 | $2K | — |
| SBRA Sabra Health Care REIT Inc. | 0.00% | 110 | $2K | — |
| TDY Teledyne Technologies Inc. | 0.00% | 4 | $2K | — |
| SPSC SPS Commerce Inc. | 0.00% | 10 | $2K | — |
| RMD Resmed Inc. | 0.00% | 8 | $2K | — |
| WTS Watts Water Technologies-A | 0.00% | 9 | $2K | — |
| SAIA Saia Inc. | 0.00% | 4 | $2K | — |
| BAH Booz Allen Hamilton Holdings | 0.00% | 14 | $2K | — |
| BRO Brown & Brown Inc. | 0.00% | 17 | $2K | — |
| SBUX Starbucks Corp. | 0.00% | 19 | $2K | — |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.00% | 9 | $2K | — |
| STE Steris PLC | 0.00% | 8 | $2K | — |
| ADEA Adeia Inc. | 0.00% | 115 | $2K | — |
| ENTG Entegris Inc. | 0.00% | 16 | $2K | — |
| LITE Lumentum Holdings Inc. | 0.00% | 18 | $2K | — |
| COO The Cooper Cos Inc. | 0.00% | 16 | $1K | — |
| PPBT Purple Biotech Ltd.-ADR | 0.00% | 300 | $1K | — |
| CFG Citizens Financial Group | 0.00% | 32 | $1K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.00% | 24 | $1K | — |
| SIRI Sirius XM Holdings Inc. | 0.00% | 60 | $1K | — |
| POOL Pool Corp. | 0.00% | 4 | $1K | — |
| SCHW Schwab (charles) Corp. | 0.00% | 18 | $1K | — |
| WST West Pharmaceutical Services | 0.00% | 4 | $1K | — |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 25 | $1K | — |
| NXPI NXP Semiconductors NV | 0.00% | 5 | $1K | — |
| ACCD Accolade Inc. | 0.00% | 300 | $1K | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.00% | 9 | $1K | — |
| QUBT Quantum Computing Inc. | 0.00% | 60 | $993 | — |
| VIAV Viavi Solutions Inc. | 0.00% | 93 | $939 | — |
| GNRC Generac Holdings Inc. | 0.00% | 6 | $930 | — |
| GIS General Mills Inc. | 0.00% | 14 | $893 | — |
| NIO Nio Inc. - ADR | 0.00% | 200 | $872 | — |
| INO Inovio Pharmaceuticals Inc. | 0.00% | 404 | $739 | — |
| EXFY Expensify Inc. Class A | 0.00% | 200 | $670 | — |
| MNKD Mannkind Corp. | 0.00% | 100 | $643 | — |
| OKLO Oklo Inc. | 0.00% | 30 | $637 | — |
| BALL Ball Corp. | 0.00% | 11 | $606 | — |
| VTRS Viatris Inc. | 0.00% | 48 | $598 | — |
| XPER Xperi Inc. | 0.00% | 46 | $472 | — |
| FUSION FUEL GREEN PLC | 0.00% | 800 | $450 | — |
| DPZ Domino's Pizza Inc. | 0.00% | 1 | $420 | — |
| QBTS D-Wave Quantum Inc. | 0.00% | 50 | $420 | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.00% | 5 | $408 | — |
| LCID Lucid Group Inc. | 0.00% | 130 | $393 | — |
| TRLV Trulieve Cannabis Corp. | 0.00% | 70 | $363 | — |
| RIGL Rigel Pharmaceuticals Inc. | 0.00% | 20 | $336 | — |
| FGPR Ferrellgas Partners-LP | 0.00% | 38 | $302 | — |
| CURLF Curaleaf Holdings Inc. | 0.00% | 100 | $156 | — |
| CMPS Compass Pathways PLC | 0.00% | 30 | $113 | — |
| NUMIF Numinus Wellness Inc. | 0.00% | 2,500 | $63 | — |
| IDEXQ Ideanomics Inc. | 0.00% | 6,254 | $56 | — |
| GRWG Growgeneration Corp. | 0.00% | 30 | $51 | — |
| ALT HSE CANNABIS INC F | 0.00% | 51 | $0 | — |
| FNXC Fonix Corp. | 0.00% | 4 | $0 | — |
| JOUNCE THERAPEU CVR CONTRA CUS filed as CONTRA JOUNCE THERAPEUTI | 0.00% | 1,300 | $0 | — |
| MAGENTA THERAPE | 0.00% | 2,700 | $0 | — |
| PRXTF Pure Extracts Technologies C | 0.00% | 6,100 | $0 | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.