Fund HoldingsCromwell Holdings LLC

Total Portfolio Value
$155.46M
Total Bought
$12.34M
Total Sold
$23.60M
Net Transaction
-$11.26M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
iShares Trust CORE S&P500 ETF08,100+8,10004,5512.93%+4,551
Berkshire Hathaway Inc. CL B NEW05,073+5,07302,7021.74%+2,702
Palantir Technologies Inc CL A(PLTR)3,5716,647+3,0762705610.36%+291
Johnson & Johnson COM(JNJ)05,205+5,20508630.56%+863
Medtronic PLC SHS(MDT)04,029+4,02903620.23%+362
Exxon Mobil Corp. COM012,585+12,58501,4970.96%+1,497
Visa Inc COM CL A(V)4,9784,97801,5731,7451.12%+171
Pfizer Inc. COM(PFE)11,28318,533+7,2502994700.30%+170
AbbVie Inc. COM(ABBV)05,230+5,23001,0960.70%+1,096
Philip Morris International Inc. COM(PM)04,270+4,27006840.44%+684
Newmont Corporation COM(NEM)03,755+3,75501810.12%+181
Eli Lilly & Co. COM(LLY)02,338+2,33801,9311.24%+1,931
Altria Group, Inc. COM(MO)05,051+5,05103080.20%+308
AT&T Inc COM(T)022,306+22,30606310.41%+631
Airbnb Inc COM CL A3761,427+1,051491700.11%+121
Coca-Cola Co (The) COM(KO)012,186+12,18608790.57%+879
Workday Inc CL A(WDAY)198703+505511640.11%+113
Thermo Fisher Scientific Inc COM(TMO)01,100+1,10005480.35%+548
GE Aerospace COM NEW(GE)03,241+3,24106500.42%+650
Abbott Laboratories COM05,455+5,45507240.47%+724
Becton, Dickinson and Company COM(BDX)0683+68301560.10%+156
Novartis AG SPONSORED ADR(NVS)04,117+4,11704750.31%+475
T-Mobile US Inc COM(TMUS)01,870+1,87004990.32%+499
Amgen Inc. COM(AMGN)01,603+1,60304990.32%+499
Banco Santander, S.A. ADR(SAN)036,753+36,75302460.16%+246
Costar Group Inc COM(CSGP)0969+9690770.05%+77
RTX Corp. COM(RTX)04,579+4,57906070.39%+607
Global Payments Inc COM(GPN)0733+7330720.05%+72
American Water Works Company, Inc. COM0474+4740700.04%+70
Shell PLC SPON ADS(SHEL)06,552+6,55204800.31%+480
HSBC Holdings PLC SPON ADR NEW(HSBC)06,967+6,96704130.27%+413
Verizon Communications Inc. COM(VZ)012,999+12,99905900.38%+590
Merck & Co., Inc COM(MRK)07,473+7,47306770.44%+677
The Progressive Corporation COM(PGR)01,478+1,47804180.27%+418
Gilead Sciences Inc. COM(GILD)03,185+3,18503570.23%+357
International Business Machines Corporation COM(IBM)02,744+2,74406820.44%+682
Southern Co. COM(SO)03,459+3,45903180.20%+318
Linde PLC COM EUR0.001(LIN)01,298+1,29806040.39%+604
Chevron Corp. COM(CVX)5,0074,692-3157257850.50%+60
DoorDash Inc CL A(DASH)0318+3180580.04%+58
Netflix, Inc. COM(NFLX)1,3991,39901,2471,3050.84%+58
SBA Communications Corp. CL A(SBAC)0259+2590570.04%+57
Vici Properties Inc COM(VICI)03,507+3,50701160.07%+116
MasterCard Incorporated CL A(MA)2,4812,48101,3061,3600.87%+53
Banco Bilbao Vizcaya Argentaria SA SPONSORED ADR(BBVA)013,659+13,65901860.12%+186
Boston Scientific Corporation COM(BSX)04,465+4,46504500.29%+450
Super Micro Computer Inc. COM NEW(SMCI)01,683+1,6830580.04%+58
JPMorgan Chase & Co. COM(JPM)8,9138,91302,1372,1861.41%+50
UnitedHealth Group Inc. COM(UNH)02,765+2,76501,4480.93%+1,448
Dollar General Corporation COM(DG)0740+7400650.04%+65
AstraZeneca PLC SPONSORED ADR(AZN)06,119+6,11904500.29%+450
Sony Group Corp. SPONSORED ADR(SONY)011,455+11,45502910.19%+291
Welltower OP LLC COM(WELL)01,781+1,78102730.18%+273
The Cigna Group COM(CI)0886+88602910.19%+291
WEC Energy Group Inc. COM(WEC)0907+9070990.06%+99
Lloyds Banking Group PLC SPONSORED ADR(LYG)041,924+41,92401600.10%+160
Mitsubishi UFJ Financial Group Inc. SPONSORED ADS(MUFG)24,13424,13402833290.21%+46
Mckesson Corp. COM(MCK)43843802502950.19%+45
O'Reilly Automotive Inc. COM(ORLY)0182+18202610.17%+261
The Toronto-Dominion Bank COM NEW(TD)03,175+3,17501900.12%+190
QIAGEN NV COM SHS(QGEN)01,110+1,1100450.03%+45
TotalEnergies SE SPONSORED ADS(TTE)04,011+4,01102630.17%+263
Marsh & McLennan Companies, Inc. COM(MRSH)01,390+1,39003390.22%+339
The Kraft Heinz Co. COM(KHC)02,262+2,2620690.04%+69
SAP SE SPON ADR(SAP)1,9231,92304735160.33%+43
Pepsico Inc COM(PEP)03,293+3,29304940.32%+494
Deutsche Bank AG NAMEN AKT
NAMEN AKT
06,166+6,16601470.09%+147
Ameren Corp. COM(AEE)0754+7540760.05%+76
Agnico Eagle Mines Ltd COM(AEM)666854+18852930.06%+40
Charter Communications, Inc. CL A(CHTR)186282+96641040.07%+40
Cenovus Energy Inc COM(CVE)03,049+3,0490420.03%+42
Intercontinental Exchange Inc COM(ICE)01,609+1,60902780.18%+278
Exelon Corporation COM(EXC)02,675+2,67501230.08%+123
Check Point Software Technologies Ltd. ORD
ORD
0161+1610370.02%+37
Dow Inc COM(DOW)01,761+1,7610610.04%+61
McDonald's Corp. COM(MCD)01,621+1,62105060.33%+506
The Boeing Company COM(BA)2,1582,449+2913824180.27%+36
Alexandria Real Estate Equities, Inc. COM0380+3800360.02%+36
Sanofi SPONSORED ADR(SNY)04,907+4,90702720.18%+272
Deere & Company COM(DE)0773+77303640.23%+364
Duke Energy Corp COM NEW(DUK)02,469+2,46903010.19%+301
Gallagher Aj &Co COM(AJG)0505+50501740.11%+174
Cisco Systems, Inc. COM(CSCO)13,33213,33207898230.53%+33
Cencora Inc COM0450+45001250.08%+125
3M Company COM(MMM)01,794+1,79402630.17%+263
Wheaton Precious Metals Corporation COM(WPM)01,489+1,48901160.07%+116
Warner Bros. Discovery Inc. COM SER A(WBD)04,194+4,1940450.03%+45
American International Group Inc. COM NEW02,180+2,18001900.12%+190
Waste Management, Inc. COM(WM)01,010+1,01002340.15%+234
Regeneron Pharmaceuticals, Inc. COM(REGN)0309+30901960.13%+196
Bristol-Myers Squibb Company COM(BMY)6,7056,70503794090.26%+30
American Electric Power Co, Inc. COM01,731+1,73101890.12%+189
Chubb Ltd. COM
COM
01,146+1,14603460.22%+346
Autozone, Inc. COM(AZO)047+4701790.12%+179
Fiserv Inc. COM(FISV)1,8071,80703713990.26%+28
Haleon PLC SPON ADS(HLN)09,703+9,70301000.06%+100
Sea Ltd. SPONSORD ADS(SE)0835+83501090.07%+109
Franco Nevada Corp COM(FNV)0655+65501030.07%+103
ING Groep N.V. SPONSORED ADR(ING)06,603+6,60301290.08%+129
Diamondback Energy Inc COM(FANG)0533+5330850.05%+85
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