Investments: CROWLEY WEALTH MANAGEMENT, INC.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
0 $+0 $121.738.834 $+15.106.946 $106.631.888 $+3.998.309 $102.669.345 $+102.669.345 $
BANK OF AMERICA CORP /DE/BAC54.594.899 $+8.538.651 $46.056.248 $+3.419.132 $42.637.116 $+42.637.116 $
APPFOLIO INCAPPF13.023.321 $+2.997.274 $10.026.047 $-977.113 $11.003.160 $+11.003.160 $
AbbVie Inc.ABBV5.874.355 $+1.185.675 $4.688.680 $-613.881 $5.302.561 $+5.302.561 $
MICROSOFT CORPMSFT5.469.577 $+282.372 $5.187.205 $+1.283.599 $3.903.606 $+3.903.606 $
JPMORGAN CHASE & COJPM5.287.489 $+381.554 $4.905.935 $+601.749 $4.304.186 $+4.304.186 $
Walt Disney CoDIS3.263.263 $-442.682 $3.705.945 $+661.026 $3.044.919 $+3.044.919 $
AMGEN INCAMGN2.752.977 $+7.028 $2.745.949 $-324.077 $3.070.026 $+3.070.026 $
STRYKER CORPSYK2.597.301 $-182.395 $2.779.696 $+164.267 $2.615.429 $+2.615.429 $
AMAZON COM INCAMZN2.516.053 $+8.645 $2.507.408 $+351.952 $2.155.456 $+2.155.456 $
BERKSHIRE HATHAWAY INCBRK-B2.296.516 $+77.519 $2.218.997 $-213.828 $2.432.825 $+2.432.825 $
FEDEX CORPFDX2.080.088 $+29.517 $2.050.571 $-165.398 $2.215.969 $+2.215.969 $
ALPHA PRO TECH LTDAPT2.201.407 $+621.464 $1.579.943 $+104.110 $1.475.833 $+1.475.833 $
RTX CorpRTX1.495.997 $+201.500 $1.294.497 $+97.473 $1.197.024 $+1.197.024 $
UNITED PARCEL SERVICE INCUPS709.655 $-175.993 $885.648 $-462.719 $1.348.367 $+1.348.367 $
CUMMINS INCCMI1.146.735 $+257.572 $889.163 $+27.203 $861.960 $+861.960 $
NVIDIA CORPNVDA1.139.258 $+270.787 $868.471 $+284.303 $584.168 $+584.168 $
Duke Energy CORPDUK1.134.293 $+99.315 $1.034.978 $-20.794 $1.055.772 $+1.055.772 $
Mastercard IncMA966.318 $+11.748 $954.570 $+6.013 $948.557 $+948.557 $
DEERE & CODE750.364 $-53.559 $803.923 $+38.413 $765.510 $+765.510 $
SPS COMMERCE INCSPSC786.630 $+111.595 $675.035 $+45.563 $629.472 $+629.472 $
GENERAL DYNAMICS CORPGD766.909 $+119.715 $647.194 $+38.250 $608.944 $+608.944 $
CONSOLIDATED EDISON INCED638.704 $+1.080 $637.624 $-109.301 $746.925 $+746.925 $
JOHNSON & JOHNSONJNJ648.608 $+114.540 $534.068 $-45.453 $579.521 $+579.521 $
NEXTERA ENERGY INCNEE642.064 $+45.816 $596.248 $-33.893 $630.141 $+630.141 $
Medtronic plcMDT28.572 $+2.421 $26.151 $-597.927 $624.078 $+624.078 $
NETFLIX INCNFLX490.358 $-57.346 $547.704 $+166.299 $381.405 $+381.405 $
MCDONALDS CORPMCD507.496 $+19.572 $487.924 $-2.497 $490.421 $+490.421 $
CATERPILLAR INCCAT504.399 $+94.063 $410.336 $+33.747 $376.589 $+376.589 $
LOCKHEED MARTIN CORPLMT492.821 $+70.693 $422.128 $+46.602 $375.526 $+375.526 $
PROCTER & GAMBLE CoPG450.456 $-15.600 $466.056 $-5.865 $471.921 $+471.921 $
ELI LILLY & CoLLY348.691 $-7.554 $356.245 $-21.196 $377.441 $+377.441 $
EXXON MOBIL CORPXOM338.250 $+14.850 $323.400 $-33.390 $356.790 $+356.790 $
Walmart Inc.WMT334.331 $+17.817 $316.514 $+33.040 $283.474 $+283.474 $
BECTON DICKINSON & COBDX248.936 $+19.843 $229.093 $-75.557 $304.650 $+304.650 $
CHEVRON CORPCVX237.016 $+18.717 $218.299 $-36.428 $254.727 $+254.727 $
PEPSICO INCPEP229.198 $+13.709 $215.489 $-29.213 $244.702 $+244.702 $
Constellation Energy CorpCEG230.349 $+21.523 $208.826 $+98.534 $110.292 $+110.292 $
LINDE PLCLIN228.000 $+2.794 $225.206 $+1.699 $223.507 $+223.507 $
EXELON CORPEXC218.929 $+79.811 $139.118 $+54.146 $84.972 $+84.972 $
SOUTHERN COSO216.076 $+6.704 $209.372 $-274 $209.646 $+209.646 $
ORACLE CORPORCL196.868 $+43.827 $153.041 $+55.174 $97.867 $+97.867 $
FISERV INCFISV107.785 $-36.350 $144.135 $-40.479 $184.614 $+184.614 $
GENERAL ELECTRIC COGE176.284 $+28.027 $148.257 $+32.971 $115.286 $+115.286 $
BOEING COBA173.121 $+5.054 $168.067 $+46.274 $121.793 $+121.793 $
AT&T INC.T139.647 $-3.461 $143.108 $-13.705 $156.813 $+156.813 $
3M COMMM151.766 $+2.875 $148.891 $+3.500 $145.391 $+145.391 $
NEUROCRINE BIOSCIENCES INCNBIX140.380 $+14.690 $125.690 $+15.090 $110.600 $+110.600 $
ADVANCED MICRO DEVICES INCAMD128.138 $+22.422 $105.716 $-21.682 $127.398 $+127.398 $
FORD MOTOR COF125.066 $+11.608 $113.458 $+8.574 $104.884 $+104.884 $
BlackRock, Inc.BLK123.924 $+9.495 $114.429 $+10.788 $103.641 $+103.641 $
EMERSON ELECTRIC COEMR116.149 $-1.859 $118.008 $+21.006 $97.002 $+97.002 $
Bank of New York Mellon CorpBK117.895 $+19.314 $98.581 $+7.834 $90.747 $+90.747 $
Accenture plcACN91.242 $-19.347 $110.589 $-6.738 $117.327 $+117.327 $
VERIZON COMMUNICATIONS INCVZ98.536 $+1.525 $97.011 $-15.935 $112.946 $+112.946 $
Nebius Group N.V.NBIS89.816 $+45.552 $44.264 $+27.376 $16.888 $+16.888 $
INTUITIVE SURGICAL INCISRG73.793 $-15.870 $89.663 $+7.943 $81.720 $+81.720 $
STATE STREET CORPSTT81.671 $+6.808 $74.863 $+11.834 $63.029 $+63.029 $
BERKLEY W R CORPWRB77.539 $+3.187 $74.352 $+2.338 $72.014 $+72.014 $
PAYCHEX INCPAYX61.772 $-9.053 $70.825 $-4.239 $75.064 $+75.064 $
SYSCO CORPSYY65.872 $+5.280 $60.592 $+560 $60.032 $+60.032 $
Phillips 66PSX61.889 $+7.607 $54.282 $-1.901 $56.183 $+56.183 $
Eaton Corp plcETN61.003 $+2.814 $58.189 $+13.881 $44.308 $+44.308 $
TAKEDA PHARMACEUTICAL CO LTDTAK57.491 $-3.220 $60.711 $+2.317 $58.394 $+58.394 $
HERSHEY COHSY60.604 $+23.431 $37.173 $+9.124 $28.049 $+28.049 $
NOVARTIS AGNVS59.503 $+3.354 $56.149 $+4.422 $51.727 $+51.727 $
PFIZER INCPFE56.769 $+2.762 $54.007 $-2.451 $56.458 $+56.458 $
CITIGROUP INCC49.477 $+1.998 $47.479 $+5.125 $42.354 $+42.354 $
Otis Worldwide CorpOTIS41.144 $-3.415 $44.559 $-1.881 $46.440 $+46.440 $
MIDDLESEX WATER COMSEX42.484 $-47 $42.531 $-2.339 $44.870 $+44.870 $
MORGAN STANLEYMS43.396 $+4.941 $38.455 $+6.604 $31.851 $+31.851 $
BARRICK MINING CORPB40.963 $+14.938 $26.025 $+26.025 $
TARGET CORPTGT33.279 $-3.320 $36.599 $-2.119 $38.718 $+38.718 $
SUNCOR ENERGY INCSU28.849 $+3.008 $25.841 $-12.492 $38.333 $+38.333 $
YORK WATER COYORW30.420 $-1.180 $31.600 $-3.080 $34.680 $+34.680 $
COCA COLA COKO30.706 $-2.051 $32.757 $-403 $33.160 $+33.160 $
CONOCOPHILLIPSCOP28.282 $+1.450 $26.832 $-4.569 $31.401 $+31.401 $
SAP SESAP26.721 $-3.689 $30.410 $+3.566 $26.844 $+26.844 $
TE Connectivity plcTEL30.295 $+7.019 $23.276 $+3.774 $19.502 $+19.502 $
CapWealth Advisors, LLC28.260 $+28.260 $
Edwards Lifesciences CorpEW27.375 $-155 $27.530 $+2.017 $25.513 $+25.513 $
YUM BRANDS INCYUM26.629 $+721 $25.908 $-1.547 $27.455 $+27.455 $
INTEL CORPINTC26.337 $+8.753 $17.584 $-1.061 $18.645 $+18.645 $
CARDINAL HEALTH INCCAH24.501 $-1.641 $26.142 $+4.785 $21.357 $+21.357 $
DELTA AIR LINES, INC.DAL25.538 $+3.407 $22.131 $+2.511 $19.620 $+19.620 $
EQUINOR ASAEQNR21.211 $-661 $21.872 $-1.140 $23.012 $+23.012 $
COMCAST CORPCMCSA18.852 $-2.562 $21.414 $-1.427 $22.841 $+22.841 $
MURPHY OIL CORPMUR22.728 $+4.728 $18.000 $-4.720 $22.720 $+22.720 $
BIOCRYST PHARMACEUTICALS INCBCRX18.975 $-3.425 $22.400 $+3.650 $18.750 $+18.750 $
Sony Group CorpSONY21.593 $+2.070 $19.523 $+480 $19.043 $+19.043 $
PG&E CorpPCG18.141 $+1.371 $16.770 $-3.898 $20.668 $+20.668 $
AECOMACM19.571 $+2.642 $16.929 $+3.019 $13.910 $+13.910 $
ASML HOLDING NVASML19.362 $+3.334 $16.028 $+16.028 $
AKAMAI TECHNOLOGIES INCAKAM18.182 $-960 $19.142 $-178 $19.320 $+19.320 $
INCYTE CORPINCY16.962 $+3.342 $13.620 $+1.510 $12.110 $+12.110 $
ARTESIAN RESOURCES CORPARTNA16.298 $-482 $16.780 $+455 $16.325 $+16.325 $
GENUINE PARTS COGPC15.800 $+1.971 $13.829 $+247 $13.582 $+13.582 $
Zoetis Inc.ZTS14.117 $-880 $14.997 $-790 $15.787 $+15.787 $
Solventum CorpSOLV14.089 $-548 $14.637 $-343 $14.980 $+14.980 $
JANUS HENDERSON GROUP PLCJHG14.822 $+1.888 $12.934 $+896 $12.038 $+12.038 $
Hewlett Packard Enterprise CoHPE14.761 $+2.471 $12.290 $+3.017 $9.273 $+9.273 $
ABB LTDABBNY14.390 $+2.456 $11.934 $+1.506 $10.428 $+10.428 $
VICTORY CAPITAL MANAGEMENT INC14.277 $+47 $14.230 $+48 $14.182 $+14.182 $
CVS HEALTH CorpCVS13.947 $+1.186 $12.761 $-654 $13.415 $+13.415 $
TELEFLEX INCTFX13.819 $+13.819 $
NATIONAL GRID PLCNGG13.299 $-318 $13.617 $+1.610 $12.007 $+12.007 $
UNILEVER PLCUL12.923 $-412 $13.335 $+353 $12.982 $+12.982 $
LINCOLN NATIONAL CORPLNC12.099 $+1.719 $10.380 $-393 $10.773 $+10.773 $
Palo Alto Networks IncPANW11.606 $+11.606 $
EXACT SCIENCES CORPEXAS10.942 $+314 $10.628 $+1.970 $8.658 $+8.658 $
Veralto CorpVLTO10.661 $+566 $10.095 $+350 $9.745 $+9.745 $
Resolute Advisors LLC9.522 $-1.079 $10.601 $+3.186 $7.415 $+7.415 $
WELLTOWER INC.WELL9.798 $+1.343 $8.455 $+28 $8.427 $+8.427 $
Chemours CoCC9.140 $+2.075 $7.065 $-1.283 $8.348 $+8.348 $
Grayscale Bitcoin Mini Trust ETFBTC8.506 $+484 $8.022 $+1.892 $6.130 $+6.130 $
ASSOCIATED BANC-CORPASB8.362 $+210 $8.152 $-78 $8.230 $+8.230 $
METLIFE INCMET8.237 $+195 $8.042 $+13 $8.029 $+8.029 $
KLA CORPKLAC7.550 $+1.280 $6.270 $+1.511 $4.759 $+4.759 $
EQUITABLE TRUST CO0 $-7.436 $7.436 $+7.436 $
Shell plcSHEL7.153 $+112 $7.041 $-287 $7.328 $+7.328 $
DIAGEO PLCDEO6.203 $-352 $6.555 $-256 $6.811 $+6.811 $
GOLDMAN SACHS GROUP INCGS6.371 $+6.371 $
Viking Holdings LtdVIK6.216 $+6.216 $
UNITED STATES ANTIMONY CORPUAMY6.200 $+6.200 $
PALATIN TECHNOLOGIES INCPTNT6.020 $+6.020 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR5.358 $-164 $5.522 $+113 $5.409 $+5.409 $
LAM RESEARCH CORPLRCX5.356 $+1.462 $3.894 $+986 $2.908 $+2.908 $
BROWN FORMAN CORPBF-A4.037 $-84 $4.121 $-900 $5.021 $+5.021 $
WEYERHAEUSER COWY3.966 $-144 $4.110 $-575 $4.685 $+4.685 $
FASTENAL COFAST4.512 $+648 $3.864 $+297 $3.567 $+3.567 $
Smurfit Westrock plcSW0 $-4.506 $4.506 $+4.506 $
AMERICAN EXPRESS COAXP4.305 $+4.305 $
BCE INCBCE4.294 $+4.294 $
MOSAIC COMOS0 $-4.052 $4.052 $+4.052 $
STARBUCKS CORPSBUX3.727 $+3.727 $
UNITEDHEALTH GROUP INCUNH3.666 $+3.666 $
Monster Beverage CorpMNST3.635 $+252 $3.383 $+223 $3.160 $+3.160 $
Anixa Biosciences IncANIX3.300 $+0 $3.300 $+440 $2.860 $+2.860 $
SEMPRASRE3.239 $+511 $2.728 $+159 $2.569 $+2.569 $
ESSEX INVESTMENT MANAGEMENT CO LLC3.101 $+258 $2.843 $+663 $2.180 $+2.180 $
Syndax Pharmaceuticals IncSNDX3.077 $+1.204 $1.873 $-584 $2.457 $+2.457 $
GRACO INCGGG2.889 $-34 $2.923 $+84 $2.839 $+2.839 $
CARNIVAL CORPCCL2.891 $+79 $2.812 $+859 $1.953 $+1.953 $
CSX CORPCSX2.734 $+221 $2.513 $+247 $2.266 $+2.266 $
WATTS WATER TECHNOLOGIES INCWTS2.514 $+301 $2.213 $+378 $1.835 $+1.835 $
Organon & Co.OGN1.762 $+165 $1.597 $-860 $2.457 $+2.457 $
MAI Capital Management1.287 $-548 $1.835 $-541 $2.376 $+2.376 $
TELEDYNE TECHNOLOGIES INCTDY2.344 $+295 $2.049 $+58 $1.991 $+1.991 $
RESMED INCRMD2.190 $+126 $2.064 $+273 $1.791 $+1.791 $
BROWN & BROWN, INC.BRO1.594 $-291 $1.885 $-230 $2.115 $+2.115 $
COPART INCCPRT1.619 $-148 $1.767 $-270 $2.037 $+2.037 $
DECKERS OUTDOOR CORPDECK1.825 $-30 $1.855 $-158 $2.013 $+2.013 $
Infosys LtdINFY1.741 $-242 $1.983 $+30 $1.953 $+1.953 $
GENTEX CORPGNTX1.981 $+442 $1.539 $-92 $1.631 $+1.631 $
STERIS plcSTE1.980 $+58 $1.922 $+109 $1.813 $+1.813 $
PRICE T ROWE GROUP INCTROW1.654 $+1.654 $
ENTEGRIS INCENTG1.479 $+189 $1.290 $-110 $1.400 $+1.400 $
SCHWAB CHARLES CORPSCHW1.409 $+1.409 $
SAIA INCSAIA1.398 $+1.398 $
POOL CORPPOOL1.240 $+74 $1.166 $-107 $1.273 $+1.273 $
PLUG POWER INCPLUG792 $+792 $
BALL CorpBALL573 $+573 $
KENNEDY CAPITAL MANAGEMENT LLC564 $+298 $266 $-4 $270 $+270 $
Ancora Advisors LLC561 $+172 $389 $+389 $
MANNKIND CORPMNKD503 $+503 $
Viatris IncVTRS418 $+418 $
OGOREK ANTHONY JOSEPH /NY/ /ADV279 $+195 $84 $-7 $91 $+91 $
COMPASS Pathways plcCMPS172 $+88 $84 $-2 $86 $+86 $
MOTCO90 $+39 $51 $+5 $46 $+46 $
HANTZ FINANCIAL SERVICES, INC.1 $+0 $1 $+0 $1 $+1 $
Coston, McIsaac & Partners0 $+0 $0 $+0 $0 $+0 $
Capital Advantage, Inc.0 $+0 $0 $+0 $0 $+0 $
KOCH INDUSTRIES LLC0 $+0 $
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO0 $+0 $0 $+0 $0 $+0 $
HUNTINGTON NATIONAL BANK0 $+0 $0 $+0 $0 $+0 $
PRIVATE TRUST CO NA0 $+0 $
WETZEL INVESTMENT ADVISORS, INC.0 $+0 $
CROWLEY WEALTH MANAGEMENT, INC.0 $+0 $0 $+0 $0 $+0 $
0 $+0 $121.738.834 $+15.106.946 $106.631.888 $+3.998.309 $102.669.345 $+102.669.345 $
Erweiterte Einstellungen ×