RAC
Robert A. Crowley Portfolio
Invests via Crowley Wealth Management Inc. | Managed by Robert A. Crowley, Frederick J. Crowley Jr.
Invests via Crowley Wealth Management Inc.
Managed by Robert A. Crowley, Frederick J. Crowley Jr.
Automatically Tracked
Veteran operating executive and investor with multi-decade experience leading corporate strategy, M&A, and operational transformations across industrial and services sectors. Robert A. Crowley brings experience as a CEO, board director, and private-equity operating partner, advising on portfolio optimization, cost takeout, and growth initiatives. Known for capital allocation discipline, hands‑on integration of acquisitions, and structuring shareholder value-creation plans. Relevant to investors evaluating governance, operational due diligence, or turnaround opportunities.
Veteran operating executive and investor with multi-decade experience leading corporate strategy, M&A, and operational transformations across industrial and services sectors. Robert A. Crowley brings experience as a CEO, board director, and private-equity operating partner, advising on portfolio optimization, cost takeout, and growth initiatives. Known for capital allocation discipline, hands‑on integration of acquisitions, and structuring shareholder value-creation plans. Relevant to investors evaluating governance, operational due diligence, or turnaround opportunities.
Investment Philosophy & Strategy
Seasoned operator-investor focused on value creation through disciplined capital allocation, operational turnarounds and M&A integration. Prefers industrials and services where hands‑on remediation, cost takeout and portfolio optimization unlock cash flow. Combines medium-to-long term horizon with event-driven playbooks, rigorous due diligence and conservative leverage assumptions. Investment decisions emphasize governance, measurable operational KPIs, clear exit pathways and alignment with management to de-risk execution.
Seasoned operator-investor focused on value creation through disciplined capital allocation, operational turnarounds and M&A integration. Prefers industrials and services where hands‑on remediation, cost takeout and portfolio optimization unlock cash flow. Combines medium-to-long term horizon with event-driven playbooks, rigorous due diligence and conservative leverage assumptions. Investment decisions emphasize governance, measurable operational KPIs, clear exit pathways and alignment with management to de-risk execution.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.7%
Gain -0.5%
Monthly
1.23%
Yearly
15.7%
Drawdown
19.97%
$0
Equity
Holdings
$0
Investment
$0
$17.41M
Profit -$639,123.99
Realized
$17.41M
Unrealized
$0
Dividends
$1.63M
Goals
Avg. 31.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.5%
Profit
-$639,123.99
Win %
72%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$639,123.99
Win %
72%
This Month
Compared to last month
Gain
0.34%
Profit
$392,268.1
Win %
73%
This Year
Compared to last year
Gain
-7.46%
Profit
-$9.35M
Win %
67%
ABBV AbbVie Inc.
+$1.54M
JPM JPMorgan Chase & Co.
+$1.41M
QLD ProShares Ultra QQQ
+$1.27M
MSFT Microsoft Corp.
+$1.03M
SSO ProShares Ultra S&P500
+$974,669.4
TSLA Tesla, Inc.
+$688,246.53
RTX RTX Corporation
+$488,844.97
ABT Abbott Laboratories
+$442,463.89
UWM ProShares Ultra Russell2000
+$346,746.57
GOOG Alphabet Inc
+$322,651.29
AMGN Amgen Inc.
+$314,612.82
NVDA NVIDIA Corporation
+$312,658.1
HD The Home Depot, Inc.
+$280,434.86
ALNY Alnylam Pharmaceuticals Inc
+$275,862
GLD SPDR Gold Shares
+$255,502.09
SPY SPDR S&P 500 ETF Trust
+$237,377.69
BRK-B Berkshire Hathaway Inc.
+$237,352.51
ROK Rockwell Automation, Inc.
+$233,263.17
AAPL Apple Inc.
+$219,459.09
CMI Cummins Inc.
+$212,415.91
LOW Lowe's Companies Inc.
+$200,895.88
DUK Duke Energy Corporation
+$191,970.59
GD General Dynamics Corporation
+$185,642.18
NUVB Nuvation Bio Inc.
+$181,926.98
JNJ Johnson & Johnson
+$160,266.96
GOOGL Alphabet Inc
+$139,592.74
CAT Caterpillar Inc.
+$125,654
NFLX Netflix, Inc.
+$125,190.04
V Visa Inc. Class A
+$123,130.82
AVGO Broadcom Inc.
+$119,748.71
DIS The Walt Disney Company
+$119,493.02
ED Consolidated Edison, Inc.
+$118,457.63
DGRO iShares Core Dividend Growth ETF
+$116,153.94
AEP American Electric Power Company, Inc.
+$104,974
NEM Newmont Corporation
+$92,523.23
SYK Stryker Corporation
+$86,599.53
SOXX iShares Semiconductor ETF
+$84,093.17
ORCL Oracle Corporation
+$81,550
MDT Medtronic plc
+$79,961.45
GE General Electric Company
+$77,830.42
MA Mastercard Incorporated
+$77,588.67
WM Waste Management, Inc.
+$70,079.02
NBIS Nebius Group N.V.
+$69,633
DE Deere & Company
+$65,001.65
VTI VANGUARD TOTAL STOCK MKT ETF
+$60,125.26
CEG Constellation Energy Corporation
+$58,942
UBER Uber Technologies, Inc.
+$58,922
VIG Vanguard Dividend Appreciation ETF
+$55,755.49
SPYG SPDR Portfolio S&P 500 Growth ETF
+$54,146.97
MGK Vanguard Mega Cap Growth ETF
+$54,126.01
GILD Gilead Sciences Inc.
+$54,038.8
NEE NextEra Energy, Inc.
+$51,476.84
AIQ Global X Artificial Intelligence & Technology ETF
+$50,931.81
SCCO Southern Copper Corporation
+$49,174.83
META Meta Platforms Inc Class A
+$46,742.37
AMD Advanced Micro Devices, Inc.
+$45,507.6
BAI iShares A.I. Innovation and Tech Active ETF
+$45,302.56
WMT Walmart Inc.
+$43,256.39
ARTY iShares Future AI & Tech ETF
+$43,146.92
BAC Bank of America Corporation
+$43,091.33
T AT&T Inc.
+$42,363.27
GEV GE Vernova Inc.
+$40,965.5
IBM International Business Machines Corporation
+$39,832.27
NOC Northrop Grumman Corporation
+$37,969.03
IJH iShares Core S&P Mid-Cap ETF
+$37,591.92
SO The Southern Company
+$37,159.2
BNY BlackRock New York Municipal Income Trust
+$34,765
MCD McDonald's Corporation
+$34,650.19
SLV iShares Silver Trust
+$32,882
D Dominion Energy, Inc.
+$32,173.1
MMM 3M Company
+$31,331.07
XLK State Street Technology Select Sector SPDR ETF
+$30,282.33
IVV iShares Core S&P 500 ETF
+$30,090.71
LIN Linde plc
+$29,918
F Ford Motor Company
+$29,556.76
IVE ISHARES S&P 500 VALUE ETF
+$27,988.58
IGPT Invesco AI and Next Gen Software ETF
+$27,807.86
BA Boeing Company
+$27,445.93
XOM Exxon Mobil Corporation
+$27,367.12
CVX Chevron Corporation
+$26,144.66
QCOM QUALCOMM Incorporated
+$23,543.96
ERAS Erasca, Inc.
+$23,100
PNC The PNC Financial Services Group, Inc.
+$21,316.13
WRB W.R. Berkley Corporation
+$20,189.2
EXC Exelon Corporation
+$19,977.86
LMT Lockheed Martin Corporation
+$18,620.41
VOO Vanguard S&P 500 ETF
+$17,429.5
JCI Johnson Controls International plc
+$17,257.2
SCHB Schwab U.S. Broad Market ETF
+$16,596.53
NVS Novartis AG Sponsored ADR
+$16,204.22
VZ Verizon Communications Inc.
+$15,989.4
B BARRICK MINING CORP Common Stock (ABR0)
+$15,344.25
SIEGY Siemens Aktiengesellschaft Sponsored ADR
+$15,023.06
DVY iShares Select Dividend ETF
+$14,897.71
STT State Street Corp
+$14,769.48
COGT Cogent Biosciences, Inc.
+$14,229
WFC Wells Fargo & Company
+$13,551.77
GBTC Grayscale Bitcoin Trust ETF
+$13,230
LIT GLOBAL X LITHIUM & BATTERY T
+$12,836.81
ICLN iShares Global Clean Energy ETF
+$12,741.34
DELL Dell Technologies Inc.
+$12,625.94
SPOT Spotify Technology S.A.
+$12,531
PSX Phillips 66
+$12,212.25
EXEL Exelixis Inc.
+$12,000
SMR NuScale Power Corporation
+$11,810
P Everpure Inc.
+$11,190
TEL TE Connectivity plc
+$10,850.66
INTC Intel Corporation
+$10,634.62
PHO Invesco Water Resources ETF
+$10,130.46
MS Morgan Stanley
+$10,125.06
FFIV F5 Inc.
+$10,041
LHX L3Harris Technologies, Inc.
+$9,993
CTVA Corteva Inc.
+$9,942.74
EWG iShares MSCI Germany ETF
+$9,753.86
VTV Vanguard Value ETF
+$9,664.93
WMB The Williams Companies, Inc.
+$8,849
EMR Emerson Electric Co.
+$8,334.56
BPMC Blueprint Medicines Corp.
+$8,192
ETN Eaton Corporation plc
+$7,586.08
SU Suncor Energy Inc.
+$7,577.84
HL Hecla Mining Company
+$7,205.5
SPYV SPDR Portfolio S&P 500 Value ETF
+$6,864.63
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+$6,829.29
SCHD Schwab U.S. Dividend Equity ETF
+$6,718.93
BND Vanguard Total Bond Market Index Fund
+$6,614.7
GOLD
GOLD
+$6,501
CVS CVS Health Corporation
+$6,465.12
URA Global X Uranium ETF
+$6,436.12
CAH Cardinal Health Inc.
+$6,251.38
COST Costco Wholesale Corporation
+$6,137.1
PKB Invesco Building & Construction ETF
+$6,134.5
EBAY eBay Inc.
+$6,032
SYY Sysco Corporation
+$5,952
VBR VANGUARD SMALL-CAP VALUE ETF
+$5,925.3
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+$5,836.01
CRH CRH plc
+$5,772
VGT Vanguard Information Technology ETF
+$5,627.1
HSY The Hershey Company
+$5,369.13
PAVE Global X U.S. Infrastructure Development ETF
+$5,360.86
AVUV Avantis U.S. Small Cap Value ETF
+$5,073.53
VTR Ventas Inc.
+$4,927.92
UNP Union Pacific Corporation
+$4,923.9
VB Vanguard Small-Cap ETF
+$4,847.99
COF Capital One Financial Corporation
+$4,709.64
ESG FlexShares STOXX US ESG Select Fund
+$4,488.96
EPD Enterprise Products Partners L.P.
+$4,431.75
CGW Invesco S&P Global Water Index ETF
+$4,414.38
TRMB Trimble Inc.
+$4,396
ES Eversource Energy
+$4,346
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+$4,232.6
CSCO Cisco Systems, Inc.
+$4,142.74
IWM iShares Russell 2000 ETF
+$4,023.35
TTWO Take-Two Interactive Software, Inc.
+$4,011
ANET Arista Networks, Inc.
+$3,941
NBIX Neurocrine Biosciences Inc.
+$3,880
DNTH Dianthus Therapeutics Inc.
+$3,878
DLTR Dollar Tree, Inc.
+$3,860
ABBNY ABB Ltd. Sponsored ADR
+$3,845.8
ACM Aecom
+$3,704
YUM Yum! Brands, Inc.
+$3,612.53
VUG Vanguard Growth ETF
+$3,534.53
SCHE Schwab Emerging Markets Equity ETF
+$3,534.2
VIS Vanguard Industrials ETF
+$3,504.68
PLD Prologis Inc.
+$3,343.4
CIBR First Trust NASDAQ Cybersecurity ETF
+$3,327.75
TRV The Travelers Companies, Inc.
+$3,285.95
KLAC KLA Corporation
+$3,190.8
INCY Incyte Corporation
+$3,148
AMT American Tower Corporation
+$3,142
LNC Lincoln National Corporation
+$3,126
J516
J51699106
+$3,071
SCHA Schwab U.S. Small-Cap ETF
+$3,045.08
WELL Welltower Inc.
+$3,021.1
NGG National Grid plc Sponsored ADR
+$2,990.5
GPC Genuine Parts Company
+$2,958.68
AIA iShares Asia 50 ETF
+$2,921.11
MTB M&T Bank Corporation
+$2,915.85
NUVL Nuvalent, Inc.
+$2,870
VWO Vanguard FTSE Emerging Markets ETF
+$2,727.24
MPWR Monolithic Power Systems, Inc.
+$2,668.44
NOMD Nomad Foods Ltd.
+$2,584
KO The Coca-Cola Company
+$2,537.75
ARKG ARK Genomic Revolution ETF
+$2,535
LRCX Lam Research Corporation
+$2,506.2
BIDU Baidu Inc.
+$2,489.8
IEFA iShares Core MSCI EAFE ETF
+$2,465.66
AMAT Applied Materials, Inc.
+$2,440.2
QYLG Global X Nasdaq 100 Covered Call Growth ETF
+$2,381.27
EGP EastGroup Properties Inc.
+$2,362
SAP SAP SE Sponsored ADR
+$2,354.23
RPRX Royalty Pharma plc
+$2,336
IJS iShares S&P Small-Cap 600 Value ETF
+$2,308.74
HPE Hewlett Packard Enterprise Company
+$2,250.03
SCHF Schwab International Equity ETF
+$2,240.8
AAXJ iShares MSCI All Country Asia ex Japan ETF
+$2,217.7
EA Electronic Arts Inc.
+$2,134.88
JEPI JPMorgan Equity Premium Income Fund
+$2,124.42
DIVO Amplify CWP Enhanced Dividend Income ETF
+$2,086.67
VV Vanguard Large-Cap Index Fund ETF Shares
+$2,078.73
ASML ASML Holding N.V. New York Registry Shares
+$2,072.48
MSEX Middlesex Water Company
+$2,063.23
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+$2,031.37
ESGV Vanguard ESG U.S. Stock ETF
+$1,993.03
EME EMCOR Group, Inc.
+$1,966
USB U.S. Bancorp
+$1,923.53
VOX Vanguard Communication Services ETF
+$1,868.6
TARS Tarsus Pharmaceuticals Inc.
+$1,827
ADP Automatic Data Processing Inc.
+$1,747.96
SOLV Solventum Corporation
+$1,727.78
VO Vanguard Mid-Cap ETF
+$1,701.03
RWL Invesco S&P 500 Revenue ETF
+$1,700.74
FCF First Commonwealth Financial Corporation
+$1,662.5
RIVN Rivian Automotive, Inc.
+$1,570.75
PFE Pfizer Inc.
+$1,550.85
DD DuPont de Nemours, Inc.
+$1,540.19
XLF Financial Select Sector SPDR Fund
+$1,520.46
BTC Grayscale Bitcoin Mini Trust ETF
+$1,472
EQNR Equinor ASA Sponsored ADR
+$1,424.46
LITE Lumentum Holdings Inc.
+$1,418
RHHBY Roche Holding AG
+$1,386
PBI Pitney Bowes Inc.
+$1,341
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+$1,337.35
EW Edwards Lifesciences Corporation
+$1,316
UHS Universal Health Services, Inc.
+$1,291
FAST Fastenal Co.
+$1,264.22
NRG NRG Energy, Inc.
+$1,224
TXN Texas Instruments Inc
+$1,212.5
VAW Vanguard Materials ETF
+$1,194.35
JHG Janus Henderson Group plc
+$1,189.47
WBA Walgreens Boots Alliance Inc.
+$1,185.21
SHEL Shell plc
+$1,102.8
ARTNA Artesian Resources Corporation Class A Common Stock
+$1,102.5
IEUS iShares MSCI Europe Small-Cap ETF
+$1,101
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+$1,094.21
MTTR Matterport Inc.
+$1,088
IHAK iShares Cybersecurity and Tech ETF
+$1,074.14
ACCL Acco Group Holdings Ltd.
+$1,068
CCI Crown Castle Inc.
+$1,048.3
RVMD Revolution Medicines Inc.
+$1,036
CB Chubb Limited
+$1,025.1
CRWD CrowdStrike Holdings, Inc.
+$1,020.84
MRVL Marvell Technology, Inc.
+$1,019
SDZNY Sandoz Group AG ADR
+$995
ANIX Anixa Biosciences Inc.
+$980
PFXF VanEck Preferred Securities ex Financials ETF
+$938.87
VIK Viking Holdings Ltd
+$925
USTB VictoryShares Short-Term Bond ETF
+$879.38
WSFS WSFS Financial Corporation
+$876
VDE Vanguard Energy ETF
+$846.01
CP Canadian Pacific Kansas City Limited
+$841.32
MNST Monster Beverage Corporation
+$797
BJ BJ's Wholesale Club Holdings, Inc.
+$780
CTRA Coterra Energy Inc.
+$716
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+$714.75
WTS Watts Water Technologies Inc.
+$701.91
XLY Consumer Discretionary Select Sector SPDR Fund
+$701.4
GS The Goldman Sachs Group, Inc.
+$693
VNQ Vanguard Real Estate ETF
+$683.98
DVN Devon Energy Corporation
+$658
PFF iShares Preferred and Income Securities ETF
+$638.76
CR Crane NXT Co.
+$633.48
XYLG Global X S&P 500 Covered Call & Growth ETF
+$628.56
GDXJ VanEck Junior Gold Miners ETF
+$621
KMI Kinder Morgan, Inc.
+$607.75
BMEZ BlackRock Health Sciences Trust II
+$604.4
UL
UL
+$562
VLTO Veralto Corporation
+$509
HTGC Hercules Capital Inc.
+$504
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+$500.84
FBCG Fidelity Blue Chip Growth Fund
+$490.74
TDY Teledyne Technologies Incorporated
+$487
TFC Truist Financial Corporation
+$468.48
QBTS D-Wave Quantum Inc.
+$463.5
SNDX Syndax Pharmaceuticals Inc.
+$433
TAN Invesco Solar ETF
+$415.18
RRC Range Resources Corporation
+$404
CCL Carnival Corporation Ltd.
+$399
MOS Mosaic Company
+$398
LRLCY L'Oreal S.A. Unsponsored ADR
+$395
RMD ResMed Inc.
+$378.08
STE STERIS plc
+$355.2
ADEA Adeia Inc.
+$347
SCHO Schwab Short-Term U.S. Treasury ETF
+$346.2
KEYS Keysight Technologies, Inc.
+$343
XLB Materials Select Sector SPDR Fund
+$311.58
FEZ SPDR Euro Stoxx 50 ETF
+$297.72
XLV Health Care Select Sector SPDR Fund
+$296.81
INTU Intuit Inc.
+$293.6
CSX CSX Corporation
+$289.04
FGPR Ferrellgas Partners, L.P.
+$288
SBRA Sabra Health Care REIT, Inc.
+$277
MET MetLife Inc.
+$274.5
RJF Raymond James Financial Inc.
+$269
TER Teradyne, Inc.
+$268.56
MDLZ Mondelez International, Inc.
+$242.52
PFG Principal Financial Group, Inc.
+$237.28
ITW Illinois Tool Works Inc.
+$212.98
OTIS Otis Worldwide Corporation
+$211.5
INO Inovio Pharmaceuticals, Inc.
+$206
TCNNF Trulieve Cannabis Corp.
+$201
CIFR Cipher Mining Inc.
+$195
BST BlackRock Science and Technology Trust
+$180.64
BCRX BioCryst Pharmaceuticals Inc.
+$175
SRE Sempra
+$173.88
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+$169
SBUX Starbucks Corporation
+$164.27
BCE BCE Inc.
+$147.94
DNP DNP Select Income Fund Inc.
+$137.08
SEIC SEI Investments Company
+$135.4
PATH Uipath Inc.
+$134
DLR Digital Realty Trust, Inc.
+$129
KURA Kura Oncology Inc.
+$126
CURLF Curaleaf Holdings, Inc.
+$123
UNH UnitedHealth Group Incorporated
+$115.54
VIAV Viavi Solutions Inc.
+$101.67
SIRI Sirius XM Holdings Inc.
+$93.8
SCHW Charles Schwab Corporation
+$86.72
PZZA Papa John's International, Inc.
+$67.02
VEU Vanguard FTSE All-World ex-US ETF
+$61.42
AWK American Water Works Company, Inc.
+$60.92
GGG Graco Inc.
+$60.4
CMPS Compass Pathways plc Depositary Receipt
+$59
WBD Warner Bros. Discovery, Inc.
+$54
RBLX Roblox Corporation
+$46.9
BITO ProShares Bitcoin ETF
+$45.32
DPZ Domino's Pizza Inc.
+$41.19
BUZZ VanEck Social Sentiment ETF
+$27
NUMIF Numinus Wellness Inc.
+$27
RIGL Rigel Pharmaceuticals, Inc.
+$23.8
TOST Toast Inc.
+$15
DOC Healthpeak Properties, Inc.
+$13.07
MTD Mettler-Toledo International Inc.
+$12
OKLO Oklo Inc.
+$11.9
CLSK CleanSpark, Inc.
+$8
VG Venture Global Inc.
+$7.06
IDEX Ideanomics Inc
+$7
GRWG GrowGeneration Corp.
+$5
GNTX Gentex Corporation
+$3.6
PLNH Planet 13 Holdings Inc.
+$0.02
UPS United Parcel Service, Inc.
-$405,091.27
FDX FedEx Corporation
-$289,238.05
BIIB Biogen Inc.
-$87,716.6
FISV Fiserv, Inc.
-$63,946
ZBH Zimmer Biomet Holdings, Inc.
-$56,799.9
BDX Becton, Dickinson and Company
-$47,125.89
ACN Accenture plc Class A
-$36,859.56
MRK Merck & Co., Inc.
-$34,139.19
PG Procter & Gamble Co
-$27,635.86
EIX Edison International
-$25,043.2
NOW ServiceNow, Inc.
-$24,891
HON Honeywell International Inc.
-$24,702.67
DOW Dow Inc.
-$23,812.37
ADBE Adobe Inc.
-$21,892.88
CRM Salesforce Inc
-$16,163.6
TGT Target Corporation
-$15,552.31
MRNA Moderna, Inc.
-$14,663.75
ISRG Intuitive Surgical, Inc.
-$12,330
ELV Elevance Health, Inc.
-$11,682
CARR Carrier Global Corporation
-$10,342.25
PEP PepsiCo, Inc.
-$9,769
DHR Danaher Corporation
-$9,003
QQQ Invesco QQQ Trust, Series 1
-$8,318.86
AMZN Amazon.com Inc
-$8,225.3
REGN Regeneron Pharmaceuticals, Inc.
-$7,327
BMY Bristol-Myers Squibb Company
-$7,074.32
PRU Prudential Financial, Inc.
-$6,735.85
DAL Delta Air Lines, Inc.
-$6,408.24
PYPL PayPal Holdings Inc
-$6,070.54
PCG PG&E Corporation
-$6,045.76
TLT iShares 20+ Year Treasury Bond ETF
-$5,012.3
AKAM Akamai Technologies Inc.
-$4,774
TQQQ ProShares UltraPro QQQ
-$4,676
NVO Novo Nordisk A/S Sponsored ADR
-$4,621.84
PAYX Paychex Inc.
-$4,502.98
AVB AvalonBay Communities, Inc.
-$4,310
TFX Teleflex Incorporated
-$3,911
LUV Southwest Airlines Co.
-$3,879.55
IIPR Innovative Industrial Properties Inc.
-$3,504.6
BFLY Butterfly Network, Inc.
-$3,500
EOG EOG Resources, Inc.
-$3,257.5
EWTX Edgewise Therapeutics, Inc.
-$3,237
CMCSA Comcast Corp
-$3,156.79
FNMAT Fannie Mae 8.25% Perpetual Preferred Stock
-$3,150
TMO Thermo Fisher Scientific Inc.
-$2,906.75
FBIN Fortune Brands Innovations Inc.
-$2,788
KMB Kimberly-Clark Corporation
-$2,739.97
YORW The York Water Company
-$2,732
SQ Block, Inc.
-$2,544
LCID Lucid Group, Inc.
-$2,526.9
ET Energy Transfer L.P.
-$2,358
BIB ProShares Ultra Nasdaq Biotechnology
-$2,349
CAVA Cava Group Inc.
-$2,096
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-$2,061.88
LII Lennox International Inc.
-$1,938.8
DEO Diageo plc Sponsored ADR
-$1,896.25
DECK Deckers Outdoor Corporation
-$1,831
STZ Constellation Brands, Inc.
-$1,823.5
RPMT Rego Payment Architectures Inc.
-$1,811
BF-A Brown-Forman Corporation
-$1,617
LLY Eli Lilly and Company
-$1,371
ZTS Zoetis Inc.
-$1,269
UAMY United States Antimony Corporation
-$1,180
PANW Palo Alto Networks, Inc.
-$1,106.6
ZM Zoom Video Communications, Inc.
-$941
ITOT iShares Core S&P Total U.S. Stock Market ETF
-$937.8
SPSC SPS Commerce Inc.
-$799
SW Smurfit WestRock PLC
-$793.82
ABNB Airbnb, Inc.
-$700
OGN Organon & Co.
-$643.9
PPBT Purple Biotech Ltd.
-$609
BXC Bluelinx Holdings Inc.
-$581
GEHC GE HealthCare Technologies Inc.
-$558.4
QUBT Quantum Computing Inc.
-$558.4
SMMT Summit Therapeutics Inc.
-$558
ODFL Old Dominion Freight Line, Inc.
-$552.08
EPRT Essential Properties Realty Trust, Inc.
-$549.4
INFY Infosys Limited
-$548.41
LWLG Lightwave Logic Inc.
-$542.5
A Agilent Technologies Inc.
-$524.6
KD Kyndryl Holdings Inc.
-$503
WAT Waters Corporation
-$498
IEX IDEX Corporation
-$488.57
CPRT Copart Inc.
-$447
MUR Murphy Oil Corporation
-$432
SAIA Saia, Inc.
-$425
WST West Pharmaceutical Services, Inc.
-$412.32
WY Weyerhaeuser Company
-$403.6
COO The Cooper Companies, Inc.
-$374
BAH Booz Allen Hamilton Holding Corporation
-$372.2
JKHY Jack Henry & Associates, Inc.
-$361.2
CC Chemours Co.
-$340.66
IJR iShares Core S&P Small-Cap ETF
-$337.83
SMDV ProShares Russell 2000 Dividend Growers ETF
-$337.8
EXAS Exact Sciences Corp
-$296
MAR Marriott International Inc. - Class A
-$271.71
VRSK Verisk Analytics Inc.
-$265.4
COP ConocoPhillips
-$244.38
HTOO Fusion Fuel Green PLC
-$242.64
EXP Eagle Materials Inc.
-$229
VIOV Vanguard S&P Small-Cap 600 Value ETF
-$226.27
FTNT Fortinet Inc.
-$216.2
SWBI Smith & Wesson Brands, Inc.
-$207
AXP American Express Company
-$202.78
GNRC Generac Holdings Inc.
-$170
VTRS Viatris Inc.
-$168.48
TROW T. Rowe Price Group, Inc.
-$156.71
PLTR Palantir Technologies Inc.
-$154.25
SERV Serve Robotics Inc.
-$150.4
BAX Baxter International Inc.
-$146.96
MNKD MannKind Corporation
-$140
BLK BlackRock, Inc.
-$136.16
MAT Mattel Inc.
-$135
BRO Brown & Brown Inc.
-$129.54
PLUG Plug Power Inc.
-$122.2
XPER Xperi Inc.
-$116.88
MRSH Marsh & McLennan Companies, Inc.
-$111.54
APD Air Products and Chemicals, Inc.
-$111.46
NIO Nio Inc.
-$110
POOL Pool Corporation
-$104.2
BXSL Blackstone Secured Lending Fund
-$100.66
ENTG Entegris, Inc.
-$99.6
NXPI NXP Semiconductors N.V.
-$78.86
EXFY Expensify, Inc.
-$62
IONQ IonQ, Inc.
-$59.5
CFG Citizens Financial Group, Inc.
-$48.68
FBTC Fidelity Wise Origin Bitcoin Index Fund
-$48.15
BIRD Allbirds, Inc.
-$42.3
GIS General Mills, Inc.
-$39.2
BALL Ball Corp.
-$28.6
XLC Communication Services Select Sector SPDR Fund
-$16.25
Events
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Dividends
Dividend Analysis
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| Trades 773 | Longs Won 475/773 61% | Profit Factor 8.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $106,792.97 |
| Average Win $31,802.04 | Best Trade (Dec 30) $1.36M | Sharpe Ratio -9.99 |
| Average Loss -$6,236.26 | Worst Trade (Dec 30) -$361,690.79 | Z-Score -6.51 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $22,526.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Robert A. Crowley?
The largest contributions to the portfolio's profits come from the following stocks: AbbVie Inc - $1.54M, JPMorgan Chase & Co - $1.41M, ProShares Ultra QQQ - $1.27M, Microsoft Corp - $1.03M, and ProShares Ultra S&P500 - $974,669.4. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: United Parcel Service, Inc - $405,091.27, FedEx Corporation - $289,238.05, Biogen Inc - $87,716.6, Fiserv, Inc - $63,946, and Zimmer Biomet Holdings, Inc - $56,799.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert A. Crowley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.63M earned over time. The largest contributors to dividend income include AbbVie Inc - $166,945.44, Lowe's Companies Inc - $106,309.75, The Home Depot, Inc - $103,780.6, JPMorgan Chase & Co - $95,633.6, and Amgen Inc - $93,917.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert A. Crowley's monthly returns?
Robert A. Crowley's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Robert A. Crowley's strategy be considered aggressive or moderate?
It is difficult to clearly classify Robert A. Crowley's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Robert A. Crowley's strategy?
It is difficult to determine whether Robert A. Crowley's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
