CROWLEY WEALTH MANAGEMENT, INC.

13F filer, CIK 2055836, WILMINGTON, DE

CROWLEY WEALTH MANAGEMENT, INC. reported $113,396,992 across 429 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-11. Its ten largest share positions make up 48.72% of the portfolio.

Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002055836-25-000001

Period: 2024-12-31
Reported value: $113M
Holdings: 429
Top 10 weight: 48.72%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002055836-25-000001, largest first. % of portfolio is the value over $113,396,992, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Latest event	Timeline
AAPLAPPLE INC	49,798	$12.5M	11%		Timeline
TSLATESLA INC	16,054	$6.48M	5.72%		Timeline
LOWLOWES COS INC	22,910	$5.65M	4.99%		Timeline
QLDPROSHARES TR	43,555	$4.71M	4.16%		Timeline
ABBVABBVIE INC	25,857	$4.59M	4.05%		Timeline
SSOPROSHARES TR	48,755	$4.51M	3.98%		Timeline
MSFTMICROSOFT CORP	10,631	$4.48M	3.95%		Timeline
HDHOME DEPOT INC	11,397	$4.43M	3.91%		Timeline
JPMJPMORGAN CHASE & CO	17,786	$4.26M	3.76%		Timeline
DISDISNEY WALT CO	32,719	$3.64M	3.21%		Timeline
UWMPROSHARES TR	69,200	$2.9M	2.55%		Timeline
FDXFEDEX CORP	9,340	$2.63M	2.32%		Timeline
AMGNAMGEN INC	10,017	$2.61M	2.3%		Timeline
SYKSTRYKER CORPORATION	7,126	$2.57M	2.26%		Timeline
AMZNAMAZON COM INC	11,682	$2.56M	2.26%		Timeline
ABTABBOTT LABORATORIES	19,138	$2.16M	1.91%		Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	4,712	$2.14M	1.88%		Timeline
UPSUNITED PARCEL SVCS INC	13,117	$1.65M	1.46%		Timeline
SPYSTATE STR SPDR S&P 500 ETF T	2,507	$1.47M	1.3%		Timeline
GOOGALPHABET INC	7,381	$1.41M	1.24%		Timeline
VVISA INC	4,308	$1.36M	1.2%		Timeline
ROKROCKWELL AUTOMATION INC	4,654	$1.33M	1.17%		Timeline
RTXRTX CORPORATION	9,155	$1.06M	0.93%		Timeline
DUKDUKE ENERGY CORP NEW	9,715	$1.05M	0.92%		Timeline
CMICUMMINS INC	2,990	$1.04M	0.92%		Timeline
BIIBBIOGEN INC	6,175	$944K	0.83%		Timeline
MAMASTERCARD INCORPORATED	1,780	$938K	0.83%		Timeline
DGROISHARES TR	15,114	$927K	0.82%		Timeline
ZBHZIMMER BIOMET HOLDINGS INC	6,840	$723K	0.64%		Timeline
NEENEXTERA ENERGY INC	9,992	$716K	0.63%		Timeline
DEDEERE & CO	1,628	$690K	0.61%		Timeline
EDCONSOLIDATED EDISON INC	7,654	$683K	0.6%		Timeline
MDTMEDTRONIC PLC	8,508	$680K	0.6%		Timeline
IJHISHARES TR	10,887	$678K	0.6%		Timeline
WMWASTE MGMT INC DEL	2,990	$603K	0.53%		Timeline
GDGENERAL DYNAMICS CORP	2,234	$589K	0.52%		Timeline
NVDANVIDIA CORPORATION	4,327	$581K	0.51%		Timeline
GLDSPDR GOLD TR	2,330	$564K	0.5%		Timeline
LMTLOCKHEED MARTIN CORP	1,040	$505K	0.45%		Timeline
JNJJOHNSON & JOHNSON	3,478	$503K	0.44%		Timeline
HONHONEYWELL INTL INC	2,148	$485K	0.43%		Timeline
PGPROCTER & GAMBLE CO	2,833	$475K	0.42%		Timeline
GOOGLALPHABET INC	2,496	$472K	0.42%		Timeline
CATCATERPILLAR INC	1,262	$458K	0.4%		Timeline
MCDMCDONALDS CORP	1,565	$454K	0.4%		Timeline
AEPAMERICAN ELEC PWR CO INC	4,540	$419K	0.37%		Timeline
VIGVANGUARD SPECIALIZED FUNDS	2,111	$413K	0.36%		Timeline
COSTCOSTCO WHOLESALE CORPORATION	429	$393K	0.35%		Timeline
LLYELI LILLY & CO	457	$353K	0.31%		Timeline
NFLXNETFLIX INC.	394	$351K	0.31%		Timeline
IVEISHARES TR	1,717	$328K	0.29%		Timeline
WMTWALMART INC	3,604	$326K	0.29%		Timeline
XOMEXXON MOBIL CORP	2,986	$321K	0.28%		Timeline
BDXBECTON DICKINSON & CO	1,370	$311K	0.27%		Timeline
MGKVANGUARD WORLD FD	871	$299K	0.26%		Timeline
ALNYALNYLAM PHARMACEUTICALS INC	1,250	$294K	0.26%		Timeline
VTIVANGUARD INDEX FDS	983	$285K	0.25%		Timeline
PNCPNC FINL SVCS GROUP INC	1,455	$281K	0.25%		Timeline
SPYGSPDR SERIES TRUST	3,156	$277K	0.24%		Timeline
MRKMERCK & CO INC	2,757	$274K	0.24%		Timeline
DDOMINION ENERGY INC	5,010	$270K	0.24%		Timeline
METAMETA PLATFORMS INC	431	$252K	0.22%		Timeline
IWMISHARES TR	1,115	$246K	0.22%		Timeline
PEPPEPSICO INC	1,619	$246K	0.22%		Timeline
GILDGILEAD SCIENCES INC	2,480	$229K	0.2%		Timeline
QCOMQUALCOMM INC	1,448	$222K	0.2%		Timeline
CVXCHEVRON CORPORATION	1,512	$219K	0.19%		Timeline
BACBANK OF AMER CORP	4,886	$215K	0.19%		Timeline
KMBKIMBERLY-CLARK CORP	1,575	$206K	0.18%		Timeline
SOSOUTHERN CO	2,480	$204K	0.18%		Timeline
LINLINDE PLC	480	$201K	0.18%		Timeline
NOWSERVICENOW INC	178	$189K	0.17%		Timeline
FISVFISERV INC	836	$172K	0.15%		Timeline
AVGOBROADCOM INC	740	$172K	0.15%		Timeline
LUVSOUTHWEST AIRLS CO	4,602	$155K	0.14%		Timeline
SCCOSOUTHERN COPPER CORP	1,659	$151K	0.13%		Timeline
BABOEING CO	844	$149K	0.13%		Timeline
TAT&T INC	6,545	$149K	0.13%		Timeline
MMM3M CO	1,134	$146K	0.13%		Timeline
XLKSELECT SECTOR SPDR TR	600	$140K	0.12%		Timeline
NBIXNEUROCRINE BIOSCIENCES INC	1,000	$136K	0.12%		Timeline
USBUS BANCORP	2,824	$135K	0.12%		Timeline
SCHDSCHWAB STRATEGIC TR	4,905	$134K	0.12%		Timeline
TXNTEXAS INSTRS INC	705	$132K	0.12%		Timeline
ACNACCENTURE PLC IRELAND	373	$131K	0.12%		Timeline
IBMINTERNATIONAL BUSINESS MACHS	567	$125K	0.11%		Timeline
CEGCONSTELLATION ENERGY CORP	547	$122K	0.11%		Timeline
NEMNEWMONT CORP	3,270	$122K	0.11%		Timeline
AMDADVANCED MICRO DEVICES INC	990	$120K	0.11%		Timeline
ORCLORACLE CORP	700	$117K	0.1%		Timeline
DVYISHARES TR	882	$116K	0.1%		Timeline
NOCNORTHROP GRUMMAN CORP	241	$113K	0.1%		Timeline
ADBEADOBE INC	253	$113K	0.1%		Timeline
ELVELEVANCE HEALTH INC FORMERLY	300	$111K	0.1%		Timeline
SOXXISHARES TR	510	$110K	0.1%		Timeline
EMREMERSON ELEC CO	884	$110K	0.1%		Timeline
FFORD MTR CO	10,857	$107K	0.09%		Timeline
AVUVAMERICAN CENTY ETF TR	1,100	$106K	0.09%		Timeline
EIXEDISON INTL	1,300	$104K	0.09%		Timeline
QQQINVESCO QQQ TR	200	$102K	0.09%		Timeline
DDDUPONT DE NEMOURS INC	1,323	$101K	0.09%		Timeline
SCHESCHWAB STRATEGIC TR	3,760	$100K	0.09%		Timeline
VZVERIZON COMMUNICATIONS INC	2,466	$98.6K	0.09%		Timeline
IVVISHARES TR	166	$97.7K	0.09%		Timeline
GEGE AEROSPACE	576	$96.1K	0.08%		Timeline
UBERUBER TECHNOLOGIES INC	1,565	$94.4K	0.08%		Timeline
CARRCARRIER GLOBAL CORPORATION	1,350	$92.2K	0.08%		Timeline
BNDVANGUARD BD INDEX FDS	1,244	$89.5K	0.08%		Timeline
ADPAUTOMATIC DATA PROCESSING IN	302	$88.3K	0.08%		Timeline
PRUPRUDENTIAL FINL INC	728	$86.3K	0.08%		Timeline
ISRGINTUITIVE SURGICAL INC	165	$86.1K	0.08%		Timeline
UNPUNION PAC CORP	375	$85.6K	0.08%		Timeline
BNYBANK OF NY MELLON CORP	1,082	$83.1K	0.07%		Timeline
VBRVANGUARD INDEX FDS	404	$80.1K	0.07%		Timeline
VTVVANGUARD INDEX FDS	457	$77.4K	0.07%		Timeline
DOWDOW HLDGS INC	1,767	$70.9K	0.06%		Timeline
EXCEXELON CORP	1,844	$69.4K	0.06%		Timeline
STTSTATE STR CORP	704	$69.1K	0.06%		Timeline
DHRDANAHER CORP DEL	300	$68.9K	0.06%		Timeline
PAYXPAYCHEX INC	486	$68.2K	0.06%		Timeline
SPYVSPDR SERIES TRUST	1,322	$67.6K	0.06%		Timeline
CRMSALESFORCE INC	200	$66.9K	0.06%		Timeline
VBVANGUARD INDEX FDS	278	$66.8K	0.06%		Timeline
IJSISHARES TR	604	$65.6K	0.06%		Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	840	$62.2K	0.05%		Timeline
WFCWELLS FARGO & CO	881	$61.9K	0.05%		Timeline
EOGEOG RES INC	500	$61.3K	0.05%		Timeline
SYYSYSCO CORP	800	$61.2K	0.05%		Timeline
WRBBERKLEY W R CORP	1,012	$59.2K	0.05%		Timeline
IVOVVANGUARD ADMIRAL FDS INC	600	$57.3K	0.05%		Timeline
PFEPFIZER INC	2,151	$57.1K	0.05%		Timeline
ETNEATON CORP PLC	163	$54.1K	0.05%		Timeline
SLVISHARES SILVER TR	2,050	$54K	0.05%		Timeline
DLRDIGITAL RLTY TR INC	300	$53.2K	0.05%		Timeline
CTVACORTEVA INC	917	$52.2K	0.05%		Timeline
TAKTAKEDA PHARMACEUTICAL CO LTD	3,927	$52K	0.05%		Timeline
PSXPHILLIPS 66	455	$51.8K	0.05%		Timeline
TGTTARGET CORP	383	$51.8K	0.05%		Timeline
BIBPROSHARES TR	1,000	$50.7K	0.04%		Timeline
EXELEXELIXIS INC	1,500	$50K	0.04%		Timeline
GEVGE VERNOVA INC	143	$47K	0.04%		Timeline
ETENERGY TRANSFER L P	2,400	$47K	0.04%		Timeline
ESEVERSOURCE ENERGY	800	$45.9K	0.04%		Timeline
DALDELTA AIR LINES INC	750	$45.4K	0.04%		Timeline
NVSNOVARTIS AG	464	$45.2K	0.04%		Timeline
AVBAVALONBAY CMNTYS INC	200	$44K	0.04%		Timeline
BMYBRISTOL-MYERS SQUIBB CO	755	$42.7K	0.04%		Timeline
TMOTHERMO FISHER SCIENTIFIC INC	82	$42.7K	0.04%		Timeline
WMBWILLIAMS COS INC	788	$42.6K	0.04%		Timeline
FCFFIRST COMWLTH FINL CORP PA	2,500	$42.3K	0.04%		Timeline
JCIJOHNSON CONTROLS INTERNATION	530	$41.8K	0.04%		Timeline
OTISOTIS WORLDWIDE CORP	450	$41.7K	0.04%		Timeline
MRNAMODERNA INC	975	$40.5K	0.04%		Timeline
PYPLPAYPAL HLDGS INC	460	$39.3K	0.03%		Timeline
EWGISHARES INC	1,229	$39.1K	0.03%		Timeline
MSEXMIDDLESEX WTR CO	700	$36.8K	0.03%		Timeline
AMTAMERICAN TOWER CORP	200	$36.7K	0.03%		Timeline
REGNREGENERON PHARMACEUTICALS	50	$35.6K	0.03%		Timeline
SIEGYSIEMENS AG-SPONS ADR	366	$35.4K	0.03%		Timeline
SUSUNCOR ENERGY INC NEW	990	$35.3K	0.03%		Timeline
FFIVF5 INC	140	$35.2K	0.03%		Timeline
ESGFLEXSHARES TR	250	$34.4K	0.03%		Timeline
MSMORGAN STANLEY	273	$34.3K	0.03%		Timeline
CRWDCROWDSTRIKE HLDGS INC	98	$33.5K	0.03%		Timeline
WSFSWSFS FINL CORP	600	$31.9K	0.03%		Timeline
COPCONOCOPHILLIPS	320	$31.7K	0.03%		Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	550	$31.6K	0.03%		Timeline
PEVERPURE INC	500	$30.7K	0.03%		Timeline
EPDENTERPRISE PRODS PARTNERS L	950	$29.8K	0.03%		Timeline
CBCHUBB LIMITED	105	$29K	0.03%		Timeline
EGPEASTGROUP PPTYS INC	180	$28.9K	0.03%		Timeline
PAVEGLOBAL X FDS	700	$28.3K	0.02%		Timeline
TRMBTRIMBLE INC	400	$28.3K	0.02%		Timeline
HSYHERSHEY CO	164	$27.8K	0.02%		Timeline
EPRTESSENTIAL PPTYS RLTY TR INC	880	$27.5K	0.02%		Timeline
PLDPROLOGIS INC.	260	$27.5K	0.02%		Timeline
NUVLNUVALENT INC	350	$27.4K	0.02%		Timeline
VGTVANGUARD WORLD FD	44	$27.4K	0.02%		Timeline
KOCOCA COLA CO	434	$27K	0.02%		Timeline
PHOINVESCO EXCHANGE TRADED FD T	400	$26.3K	0.02%		Timeline
EWEDWARDS LIFESCIENCES CORP	352	$26.1K	0.02%		Timeline
BARRICK GOLD CORPBARRICK GOLD CORP	1,650	$25.6K	0.02%
TARSTARSUS PHARMACEUTICALS INC	450	$24.9K	0.02%		Timeline
SAPSAP SE	100	$24.6K	0.02%		Timeline
LIILENNOX INTL INC	40	$24.4K	0.02%		Timeline
IVWISHARES TR	240	$24.4K	0.02%		Timeline
PCGPG&E CORP	1,203	$24.3K	0.02%		Timeline
MURMURPHY OIL CORP	800	$24.2K	0.02%		Timeline
IIPRINNOVATIVE INDL PPTYS INC	360	$24K	0.02%		Timeline
CPCANADIAN PACIFIC KANSAS CITY	326	$23.6K	0.02%		Timeline
YUMYUM BRANDS INC	174	$23.4K	0.02%		Timeline
CMCSACOMCAST CORP NEW	619	$23.2K	0.02%		Timeline
PKBINVESCO EXCHANGE TRADED FD T	307	$23.2K	0.02%		Timeline
VTRVENTAS INC	393	$23.1K	0.02%		Timeline
AKAMAKAMAI TECHNOLOGIES INC	240	$23K	0.02%		Timeline
LITGLOBAL X FDS	558	$22.8K	0.02%		Timeline
SPOTSPOTIFY TECHNOLOGY S A	50	$22.4K	0.02%		Timeline
CGWINVESCO EXCH TRADED FD TR II	400	$21.7K	0.02%		Timeline
NVONOVO-NORDISK A S	250	$21.5K	0.02%		Timeline
LHXL3HARRIS TECHNOLOGIES INC	100	$21K	0.02%		Timeline
SCHASCHWAB STRATEGIC TR	800	$20.7K	0.02%		Timeline
EQNREQUINOR ASA	870	$20.6K	0.02%		Timeline
VUGVANGUARD INDEX FDS	50	$20.5K	0.02%		Timeline
CSCOCISCO SYS INC	346	$20.5K	0.02%		Timeline
DELLDELL TECHNOLOGIES INC	174	$20.1K	0.02%		Timeline
QYLGGLOBAL X FDS	711	$20K	0.02%		Timeline
VISVANGUARD WORLD FD	78	$19.8K	0.02%		Timeline
TELTE CONNECTIVITY PLC	138	$19.7K	0.02%		Timeline
ITOTISHARES TR	150	$19.3K	0.02%		Timeline
BCRXBIOCRYST PHARMACEUTICALS INC	2,500	$18.8K	0.02%		Timeline
NUVBNUVATION BIO INC	7,000	$18.6K	0.02%		Timeline
TRVTRAVELERS COMPANIES INC	77	$18.5K	0.02%		Timeline
CRHCRH PLC	200	$18.5K	0.02%		Timeline
CAHCARDINAL HEALTH INC	154	$18.3K	0.02%		Timeline
HTGCHERCULES CAPITAL INC	900	$18.1K	0.02%		Timeline
NRGNRG ENERGY INC	200	$18K	0.02%		Timeline
BJBJS WHSL CLUB HLDGS INC	200	$17.9K	0.02%		Timeline
TFXTELEFLEX INCORPORATED	100	$17.8K	0.02%		Timeline
BLUEPRINT MEDICINES CORPBLUEPRINT MEDICINES CORP	200	$17.4K	0.02%
XYZBLOCK INC	200	$17K	0.01%		Timeline
YORWYORK WTR CO	500	$16.4K	0.01%		Timeline
INTCINTEL CORP	803	$16.1K	0.01%		Timeline
IEUSISHARES TR	300	$16.1K	0.01%		Timeline
ACMAECOM	150	$16K	0.01%		Timeline
SONYSONY GROUP CORP	750	$15.9K	0.01%		Timeline
ARTNAARTESIAN RES CORP	500	$15.8K	0.01%		Timeline
ZTSZOETIS INC	96	$15.6K	0.01%		Timeline
SOLVSOLVENTUM CORP	232	$15.3K	0.01%		Timeline
RVMDREVOLUTION MEDICINES INC	350	$15.3K	0.01%		Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	190	$14.9K	0.01%		Timeline
IHAKISHARES TR	300	$14.6K	0.01%		Timeline
VOOVANGUARD INDEX FDS	27	$14.5K	0.01%		Timeline
ESGVVANGUARD WORLD FD	136	$14.3K	0.01%		Timeline
NOMDNOMAD FOODS LTD	850	$14.3K	0.01%		Timeline
JHGJANUS HENDERSON GROUP PLC	333	$14.2K	0.01%		Timeline
ARKGARK ETF TR	600	$14.1K	0.01%		Timeline
USTBVICTORY PORTFOLIOS II	280	$14.1K	0.01%		Timeline
NBISNEBIUS GROUP N.V.	500	$13.8K	0.01%		Timeline
INCYINCYTE CORP	200	$13.8K	0.01%		Timeline
FBINFORTUNE BRANDS INNOVATIONS I	200	$13.7K	0.01%		Timeline
SMDVPROSHARES TR	200	$13.5K	0.01%		Timeline
VVVANGUARD INDEX FDS	50	$13.5K	0.01%		Timeline
AAGILENT TECHNOLOGIES INC	100	$13.4K	0.01%		Timeline
GPCGENUINE PARTS CO	114	$13.3K	0.01%		Timeline
VOVANGUARD INDEX FDS	50	$13.2K	0.01%		Timeline
HPEHEWLETT PACKARD ENTERPRISE C	601	$12.8K	0.01%		Timeline
EBAYEBAY INC.	200	$12.4K	0.01%		Timeline
ANETARISTA NETWORKS INC	112	$12.4K	0.01%		Timeline
UNILEVER PLCUNILEVER PLC	218	$12.4K	0.01%
DIVOAMPLIFY ETF TR	300	$12.1K	0.01%		Timeline
VDEVANGUARD WORLD FD	100	$12.1K	0.01%		Timeline
RWLINVESCO EXCH TRADED FD TR II	119	$11.7K	0.01%		Timeline
XLFSELECT SECTOR SPDR TR	239	$11.6K	0.01%		Timeline
LWLGLIGHTWAVE LOGIC INC	5,500	$11.6K	0.01%		Timeline
VWOVANGUARD INTL EQUITY INDEX F	261	$11.5K	0.01%		Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	200	$11.3K	0.01%		Timeline
EXASEXACT SCIENCES CORP	200	$11.2K	0.01%		Timeline
VAWVANGUARD WORLD FD	59	$11.1K	0.01%		Timeline
STZCONSTELLATION BRANDS INC	50	$11.1K	0.01%		Timeline
BIDUBAIDU INC	130	$11K	0.01%		Timeline
NGGNATIONAL GRID PLC	183	$10.9K	0.01%		Timeline
ABBNYABB LTD-SPON ADR	200	$10.7K	0.01%		Timeline
CCCHEMOURS CO	617	$10.4K	0.01%		Timeline
RIVNRIVIAN AUTOMOTIVE INC	775	$10.3K	0.01%		Timeline
RPRXROYALTY PHARMA PLC	400	$10.2K	0.01%		Timeline
VLTOVERALTO CORP	100	$10.2K	0.01%		Timeline
XLVSELECT SECTOR SPDR TR	73	$10K	0.01%		Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWAR	54	$9.94K	0.01%		Timeline
ZMZOOM COMMUNICATIONS INC	120	$9.79K	0.01%		Timeline
LNCLINCOLN NATL CORP IND	300	$9.51K	0.01%		Timeline
PFXFVANECK ETF TRUST	550	$9.49K	0.01%		Timeline
PFFISHARES TR	300	$9.43K	0.01%		Timeline
XLYSELECT SECTOR SPDR TR	42	$9.42K	0.01%		Timeline
ABNBAIRBNB INC	70	$9.2K	0.01%		Timeline
TOSTTOAST INC	250	$9.11K	0.01%		Timeline
CCICROWN CASTLE INC	100	$9.08K	0.01%		Timeline
UHSUNIVERSAL HLTH SVCS INC	50	$8.97K	0.01%		Timeline
EMBISHARES TR	100	$8.9K	0.01%		Timeline
CVSCVS HEALTH CORP	198	$8.89K	0.01%		Timeline
XYLGGLOBAL X FDS	317	$8.84K	0.01%		Timeline
IEFAISHARES TR	122	$8.57K	0.01%		Timeline
VOXVANGUARD WORLD FD	54	$8.37K	0.01%		Timeline
DEODIAGEO PLC	65	$8.26K	0.01%		Timeline
METMETLIFE INC	100	$8.19K	0.01%		Timeline
KMIKINDER MORGAN INC DEL	297	$8.15K	0.01%		Timeline
MATTERPORT INCMATTERPORT INC	1,700	$8.06K	0.01%
AAXJISHARES TR	110	$7.94K	0.01%		Timeline
HYGISHARES TR	100	$7.87K	0.01%		Timeline
KURAKURA ONCOLOGY INC	900	$7.84K	0.01%		Timeline
SCHFSCHWAB STRATEGIC TR	400	$7.4K	0.01%		Timeline
SCHOSCHWAB STRATEGIC TR	300	$7.22K	0.01%		Timeline
RRCRANGE RES CORP	200	$7.2K	0.01%		Timeline
LRLCYL'OREAL CO ADR	100	$7.04K	0.01%		Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	168	$7.03K	0.01%		Timeline
RHHBYROCHE HOLDINGS LTD-SPONS ADR	200	$6.98K	0.01%		Timeline
WELLWELLTOWER INC	55	$6.93K	0.01%		Timeline
VEAVANGUARD TAX-MANAGED FDS	144	$6.89K	0.01%		Timeline
AIAISHARES TR	100	$6.78K	0.01%		Timeline
DVNDEVON ENERGY CORP NEW	200	$6.55K	0.01%		Timeline
NINTENDO CO LTD KYOTO ORD I…NINTENDO CO LTD KYOTO ORD ISIN JP…	110	$6.45K	0.01%
RBLXROBLOX CORP	110	$6.37K	0.01%		Timeline
SHELSHELL PLC	100	$6.26K	0.01%		Timeline
BF-ABROWN FORMAN CORP	150	$5.65K	<0.01%		Timeline
EAELECTRONIC ARTS INC	38	$5.56K	<0.01%		Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	580	$5.41K	<0.01%
SWSMURFIT WESTROCK PLC	100	$5.39K	<0.01%		Timeline
CTRACOTERRA ENERGY INC	200	$5.11K	<0.01%		Timeline
IGIBISHARES TR	99	$5.1K	<0.01%		Timeline
ICLNISHARES TR	440	$5.01K	<0.01%		Timeline
HLHECLA MINING COMPANY	1,000	$4.91K	<0.01%		Timeline
DNTHDIANTHUS THERAPEUTICS INC	221	$4.82K	<0.01%		Timeline
MPWRMONOLITHIC PWR SYS INC	8	$4.73K	<0.01%		Timeline
PZZAPAPA JOHNS INTL INC	113	$4.63K	<0.01%		Timeline
TFCTRUIST FINL CORP	106	$4.6K	<0.01%		Timeline
ITWILLINOIS TOOL WKS INC	18	$4.56K	<0.01%		Timeline
EMEEMCOR GROUP INC	10	$4.54K	<0.01%		Timeline
CAVACAVA GROUP INC	40	$4.51K	<0.01%		Timeline
WYWEYERHAEUSER CO	160	$4.5K	<0.01%		Timeline
EXPEAGLE MATLS INC	18	$4.44K	<0.01%		Timeline
KLACKLA CORP	7	$4.41K	<0.01%		Timeline
BCEBCE INC	187	$4.33K	<0.01%		Timeline
SCHBSCHWAB STRATEGIC TR	180	$4.09K	<0.01%		Timeline
TANINVESCO EXCH TRADED FD TR II	121	$4.01K	<0.01%		Timeline
IJRISHARES TR	34	$3.92K	<0.01%		Timeline
XLBSELECT SECTOR SPDR TR	46	$3.87K	<0.01%		Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	24	$3.85K	<0.01%		Timeline
KDKYNDRYL HLDGS INC	110	$3.81K	<0.01%		Timeline
MOSMOSAIC CO	150	$3.69K	<0.01%		Timeline
MTDMETTLER TOLEDO INTERNATIONAL	3	$3.67K	<0.01%		Timeline
DECKDECKERS OUTDOOR CORP	18	$3.66K	<0.01%		Timeline
WBDWARNER BROS DISCOVERY INC	338	$3.57K	<0.01%		Timeline
MDLZMONDELEZ INTL INC	58	$3.46K	<0.01%		Timeline
FASTFASTENAL CO	46	$3.31K	<0.01%		Timeline
VRSKVERISK ANALYTICS INC	12	$3.31K	<0.01%		Timeline
SEICSEI INVTS CO	40	$3.3K	<0.01%		Timeline
APDAIR PRODUCTS AND CHEMICALS I	11	$3.19K	<0.01%		Timeline
MRSHMARSH & MCLENNAN COS INC	15	$3.19K	<0.01%		Timeline
VIOVVANGUARD ADMIRAL FDS INC	34	$3.17K	<0.01%		Timeline
SRESEMPRA	36	$3.16K	<0.01%		Timeline
INTUINTUIT	5	$3.14K	<0.01%		Timeline
RPMTREGO PMT ARCHITECTUR	3,300	$3.1K	<0.01%		Timeline
LRCXLAM RESEARCH CORP	40	$2.89K	<0.01%		Timeline
CRCRANE COMPANY	19	$2.88K	<0.01%		Timeline
GGGGRACO INC	34	$2.87K	<0.01%		Timeline
MNSTMONSTER BEVERAGE CORP NEW	54	$2.84K	<0.01%		Timeline
ODFLOLD DOMINION FREIGHT LINE IN	16	$2.82K	<0.01%		Timeline
TERTERADYNE INC	22	$2.77K	<0.01%		Timeline
DOCHEALTHPEAK PROPERTIES INC	136	$2.76K	<0.01%		Timeline
MATMATTEL INC	150	$2.66K	<0.01%		Timeline
SNDXSYNDAX PHARMACEUTICALS INC	200	$2.64K	<0.01%		Timeline
JKHYHENRY JACK & ASSOC INC	15	$2.63K	<0.01%		Timeline
WATWATERS CORP	7	$2.6K	<0.01%		Timeline
PATHUIPATH INC	200	$2.54K	<0.01%		Timeline
UNHUNITEDHEALTH GROUP INC	5	$2.53K	<0.01%		Timeline
CCLCARNIVAL CORP	100	$2.49K	<0.01%		Timeline
CSXCSX CORP	77	$2.48K	<0.01%		Timeline
OGNORGANON & CO	165	$2.46K	<0.01%		Timeline
AXPAMERICAN EXPRESS CO	8	$2.37K	<0.01%		Timeline
INFYINFOSYS LTD	107	$2.35K	<0.01%		Timeline
ANIXANIXA BIOSCIENCES INC	1,000	$2.32K	<0.01%		Timeline
IEXIDEX CORP	11	$2.3K	<0.01%		Timeline
RJFRAYMOND JAMES FINL INC	14	$2.17K	<0.01%		Timeline
PBIPITNEY BOWES INC	300	$2.17K	<0.01%		Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	28	$2.17K	<0.01%		Timeline
SDZNYSANDOZ GROUP AG SPONSORED ADS	52	$2.11K	<0.01%		Timeline
IONQIONQ INC	50	$2.09K	<0.01%		Timeline
CPRTCOPART INC	36	$2.07K	<0.01%		Timeline
BLKBLACKROCK INC	2	$2.05K	<0.01%		Timeline
BXCBLUELINX HLDGS INC	20	$2.04K	<0.01%		Timeline
SWBISMITH & WESSON BRANDS INC	200	$2.02K	<0.01%		Timeline
GNTXGENTEX CORP	70	$2.01K	<0.01%		Timeline
MARMARRIOTT INTL INC NEW	7	$1.95K	<0.01%		Timeline
SBRASABRA HEALTH CARE REIT INC	110	$1.91K	<0.01%		Timeline
TDYTELEDYNE TECHNOLOGIES INC	4	$1.86K	<0.01%		Timeline
SPSCSPS COMM INC	10	$1.84K	<0.01%		Timeline
RMDRESMED INC	8	$1.83K	<0.01%		Timeline
WTSWATTS WATER TECHNOLOGIES INC	9	$1.83K	<0.01%		Timeline
SAIASAIA INC	4	$1.82K	<0.01%		Timeline
BAHBOOZ ALLEN HAMILTON HLDG COR	14	$1.8K	<0.01%		Timeline
SBUXSTARBUCKS CORP	19	$1.73K	<0.01%		Timeline
BROBROWN & BROWN INC	17	$1.73K	<0.01%		Timeline
MTBM & T BK CORP	9	$1.69K	<0.01%		Timeline
STESTERIS PLC	8	$1.64K	<0.01%		Timeline
ADEAADEIA INC	115	$1.61K	<0.01%		Timeline
ENTGENTEGRIS INC	16	$1.58K	<0.01%		Timeline
LITELUMENTUM HLDGS INC	18	$1.51K	<0.01%		Timeline
COOCOOPER COS INC	16	$1.47K	<0.01%		Timeline
PURPLE BIOTECH LTDPURPLE BIOTECH LTD	300	$1.41K	<0.01%
CFGCITIZENS FINL GROUP INC	32	$1.4K	<0.01%		Timeline
VEUVANGUARD INTL EQUITY INDEX F	24	$1.4K	<0.01%		Timeline
SIRISIRIUSXM HOLDINGS INC	60	$1.37K	<0.01%		Timeline
POOLPOOL CORP	4	$1.36K	<0.01%		Timeline
SCHWCHARLES SCHWAB CORP (THE)	18	$1.33K	<0.01%		Timeline
WSTWEST PHARMACEUTICAL SVSC INC	4	$1.31K	<0.01%		Timeline
GDXJVANECK ETF TRUST	25	$1.07K	<0.01%		Timeline
NXPINXP SEMICONDUCTORS N V	5	$1.04K	<0.01%		Timeline
ACCOLADE INCACCOLADE INC	300	$1.03K	<0.01%
TROWPRICE T ROWE GROUP INC	9	$1.02K	<0.01%		Timeline
QUBTQUANTUM COMPUTING INC	60	$993	<0.01%		Timeline
VIAVVIAVI SOLUTIONS INC	93	$939	<0.01%		Timeline
GNRCGENERAC HLDGS INC	6	$930	<0.01%		Timeline
GISGENERAL MILLS INC	14	$893	<0.01%		Timeline
NIONIO INC	200	$872	<0.01%		Timeline
INOINOVIO PHARMACEUTICALS INC	404	$739	<0.01%		Timeline
EXFYEXPENSIFY INC	200	$670	<0.01%		Timeline
MNKDMANNKIND CORP	100	$643	<0.01%		Timeline
OKLOOKLO INC	30	$637	<0.01%		Timeline
BALLBALL CORP	11	$606	<0.01%		Timeline
VTRSVIATRIS INC	48	$598	<0.01%		Timeline
XPERXPERI INC	46	$472	<0.01%		Timeline
FUSION FUEL GREEN PLCFUSION FUEL GREEN PLC	800	$450	<0.01%
DPZDOMINOS PIZZA INC	1	$420	<0.01%		Timeline
QBTSD-WAVE QUANTUM INC	50	$420	<0.01%		Timeline
FBTCFIDELITY WISE ORIGIN BITCOIN	5	$408	<0.01%		Timeline
LUCID GROUP INCLUCID GROUP INC	130	$393	<0.01%
TRLVTRULIEVE CANNABIS CORP	70	$363	<0.01%		Timeline
RIGLRIGEL PHARMACEUTICALS INC	20	$336	<0.01%		Timeline
FGPRFERRELLGAS PARTNERS L P	38	$302	<0.01%		Timeline
CURLFCURALEAF HLDGS INC (CANADA)	100	$156	<0.01%		Timeline
CMPSCOMPASS PATHWAYS PLC	30	$113	<0.01%		Timeline
NUMIFNUMINUS WELLNESS INC COM (CAN)	2,500	$63	<0.01%		Timeline
IDEXQIDEANOMICS INC	6,254	$56	<0.01%		Timeline
GRWGGROWGENERATION CORP	30	$51	<0.01%		Timeline
SGMOSANGAMO THERAPEUTICS INC	0	$0	0%	Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios.	Timeline
FONIX CORPFONIX CORP	4	$0	0%	Value filed as zero, left out of ratios.
ALT HSE CANNABIS INC FALT HSE CANNABIS INC F	51	$0	0%	Value filed as zero, left out of ratios.
PURE EXTRACTS TECHNOLOGIES …PURE EXTRACTS TECHNOLOGIES CORP	6,100	$0	0%	Value filed as zero, left out of ratios.
MAGENTA THERAPEMAGENTA THERAPE	2,700	$0	0%	Value filed as zero, left out of ratios.
JOUNCE THERAPEUTICS INCJOUNCE THERAPEUTICS INC	1,300	$0	0%	Value filed as zero, left out of ratios.

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002055836-25-000001	base		2025-02-11	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC