Cromwell Holdings LLC Top Holdings and 13F Report (2025)

About Cromwell Holdings LLC

Investment Activity

Cromwell Holdings LLC has $173.32 million in total holdings as of December 31, 2024.
Cromwell Holdings LLC owns shares of 620 different stocks, but just 162 companies or ETFs make up 80% of its holdings.
Approximately 12.01% of the portfolio was purchased this quarter.
About 2.06% of the portfolio was sold this quarter.
This quarter, Cromwell Holdings LLC has purchased 608 new stocks and bought additional shares in 91 stocks.
Cromwell Holdings LLC sold shares of 84 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Apple: $10,250,692
NVIDIA: $9,201,282
iShares MSCI ACWI ETF: $8,549,300
Microsoft: $8,211,663
Amazon.com: $5,597,078

Largest New Holdings this Quarter

iShares MSCI ACWI ETF: $8,549,300 Holding
Vanguard Total Stock Market ETF: $4,544,221 Holding
Vanguard FTSE Developed Markets ETF: $2,052,530 Holding
Vanguard FTSE Emerging Markets ETF: $633,031 Holding
Blackrock Inc. COM: $405,944 Holding

Largest Purchases this Quarter

iShares MSCI ACWI ETF: 72,760 shares (about $8.55M)
Vanguard Total Stock Market ETF: 15,680 shares (about $4.54M)
Vanguard FTSE Developed Markets ETF: 42,922 shares (about $2.05M)
Vanguard FTSE Emerging Markets ETF: 14,374 shares (about $633.03K)
Blackrock Inc. COM: 396 shares (about $405.94K)

Largest Sales this Quarter

Amazon.com: 617 shares (about $135.36K)
Becton, Dickinson and Company: 484 shares (about $109.81K)
Newmont: 2,753 shares (about $102.47K)
Merck & Co., Inc.: 885 shares (about $88.73K)
Intel: 3,966 shares (about $79.52K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$10,250,692	$101,671 ▲	1.0%	40,934	5.9%	Computer and Technology
NVDA NVIDIA	$9,201,282		0.0%	68,518	5.3%	Computer and Technology
ACWI iShares MSCI ACWI ETF	$8,549,300	$8,549,300 ▲	New Holding	72,760	4.9%	Manufacturing
MSFT Microsoft	$8,211,663	$5,901 ▲	0.1%	19,482	4.7%	Computer and Technology
AMZN Amazon.com	$5,597,078	$135,364 ▼	-2.4%	25,512	3.2%	Retail/Wholesale
VTI Vanguard Total Stock Market ETF	$4,544,221	$4,544,221 ▲	New Holding	15,680	2.6%	ETF
EEM iShares MSCI Emerging Markets ETF	$4,464,578		0.0%	106,757	2.6%	Finance
META Meta Platforms	$3,781,224		0.0%	6,458	2.2%	Computer and Technology
TSLA Tesla	$3,151,567	$176,074 ▲	5.9%	7,804	1.8%	Auto/Tires/Trucks
GOOGL Alphabet	$2,925,253	$26,691 ▲	0.9%	15,453	1.7%	Computer and Technology
AVGO Broadcom	$2,658,046	$33,617 ▲	1.3%	11,465	1.5%	Computer and Technology
GOOG Alphabet	$2,611,313	$71,415 ▲	2.8%	13,712	1.5%	Computer and Technology
BRK.B Berkshire Hathaway	$2,299,489		0.0%	5,073	1.3%	Finance
JPM JPMorgan Chase & Co.	$2,136,535		0.0%	8,913	1.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$2,052,530	$2,052,530 ▲	New Holding	42,922	1.2%	ETF
LLY Eli Lilly and Company	$1,804,936		0.0%	2,338	1.0%	Medical
V Visa	$1,573,247		0.0%	4,978	0.9%	Business Services
UNH UnitedHealth Group	$1,398,703		0.0%	2,765	0.8%	Medical
XOM Exxon Mobil	$1,320,529		0.0%	12,276	0.8%	Oils/Energy
MA Mastercard	$1,306,420		0.0%	2,481	0.8%	Business Services
NFLX Netflix	$1,246,957		0.0%	1,399	0.7%	Consumer Discretionary
PG Procter & Gamble	$1,206,745		0.0%	7,198	0.7%	Consumer Staples
HD Home Depot	$1,109,788		0.0%	2,853	0.6%	Retail/Wholesale
WMT Walmart	$1,081,890	$11,591 ▲	1.1%	11,947	0.6%	Retail/Wholesale
CRM Salesforce	$1,067,119		0.0%	3,188	0.6%	Computer and Technology
COST Costco Wholesale	$1,048,213	$9,163 ▲	0.9%	1,144	0.6%	Retail/Wholesale
BAC Bank of America	$949,496		0.0%	21,604	0.5%	Finance
ABBV AbbVie	$929,371		0.0%	5,230	0.5%	Medical
CSCO Cisco Systems	$789,254	$1,954 ▲	0.2%	13,332	0.5%	Computer and Technology
WFC Wells Fargo & Company	$784,651		0.0%	11,171	0.5%	Finance
KO Coca-Cola	$758,700		0.0%	12,186	0.4%	Consumer Staples
ORCL Oracle	$746,214		0.0%	4,478	0.4%	Computer and Technology
CVX Chevron	$725,214	$45,625 ▲	6.7%	5,007	0.4%	Oils/Energy
ACN Accenture	$716,948		0.0%	2,038	0.4%	Computer and Technology
NOW ServiceNow	$712,401		0.0%	672	0.4%	Computer and Technology
JNJ Johnson & Johnson	$676,966	$65,513 ▼	-8.8%	4,681	0.4%	Medical
DIS Walt Disney	$664,389		0.0%	5,940	0.4%	Consumer Discretionary
VWO Vanguard FTSE Emerging Markets ETF	$633,031	$633,031 ▲	New Holding	14,374	0.4%	ETF
ADBE Adobe	$620,773	$86,713 ▲	16.2%	1,396	0.4%	Computer and Technology
IBM International Business Machines	$620,140	$27,259 ▲	4.6%	2,821	0.4%	Computer and Technology
ABT Abbott Laboratories	$617,015	$17,532 ▲	2.9%	5,455	0.4%	Medical
MRK Merck & Co., Inc.	$611,799	$88,732 ▼	-12.7%	6,102	0.4%	Medical
ISRG Intuitive Surgical	$597,122		0.0%	1,144	0.3%	Medical
NVO Novo Nordisk A/S	$594,226	$65,891 ▲	12.5%	6,908	0.3%	Medical
AMD Advanced Micro Devices	$588,851	$46,987 ▼	-7.4%	4,875	0.3%	Computer and Technology
GS The Goldman Sachs Group	$576,628		0.0%	1,007	0.3%	Finance
BKNG Booking	$566,400		0.0%	114	0.3%	Retail/Wholesale
ASML ASML	$554,464	$56,833 ▲	11.4%	800	0.3%	Computer and Technology
INTU Intuit	$551,823	$34,568 ▲	6.7%	878	0.3%	Computer and Technology
TXN Texas Instruments	$551,092		0.0%	2,939	0.3%	Computer and Technology
Linde PLC COM EUR0.001	$543,433		0.0%	1,298	0.3%	Common Stock
GE General Electric	$541,474		0.0%	3,241	0.3%	Transportation
CAT Caterpillar	$535,434		0.0%	1,476	0.3%	Industrial Products
AXP American Express	$532,144		0.0%	1,793	0.3%	Finance
RTX RTX	$529,882		0.0%	4,579	0.3%	Aerospace
QCOM QUALCOMM	$525,841		0.0%	3,423	0.3%	Computer and Technology
VZ Verizon Communications	$522,469		0.0%	13,065	0.3%	Computer and Technology
PM Philip Morris International	$519,659		0.0%	4,270	0.3%	Consumer Staples
T AT&T	$507,908		0.0%	22,306	0.3%	Computer and Technology
MS Morgan Stanley	$507,154		0.0%	4,034	0.3%	Finance
SPGI S&P Global	$491,556		0.0%	987	0.3%	Business Services
SAP SAP	$473,462		0.0%	1,923	0.3%	Computer and Technology
MCD McDonald's	$469,912		0.0%	1,621	0.3%	Retail/Wholesale
HON Honeywell International	$453,587		0.0%	2,008	0.3%	Multi-Sector Conglomerates
CMCSA Comcast	$452,161	$6,830 ▼	-1.5%	12,048	0.3%	Consumer Discretionary
LOW Lowe's Companies	$452,138		0.0%	1,832	0.3%	Retail/Wholesale
PEP PepsiCo	$451,661	$35,617 ▼	-7.3%	2,942	0.3%	Consumer Staples
DHR Danaher	$447,689		0.0%	1,948	0.3%	Medical
TMO Thermo Fisher Scientific	$436,761	$48,413 ▲	12.5%	839	0.3%	Medical
TJX TJX Companies	$418,365		0.0%	3,463	0.2%	Retail/Wholesale
AMGN Amgen	$417,806		0.0%	1,603	0.2%	Medical
C Citigroup	$417,202		0.0%	5,927	0.2%	Finance
TMUS T-Mobile US	$412,765		0.0%	1,870	0.2%	Computer and Technology
COP ConocoPhillips	$411,456	$52,163 ▲	14.5%	4,149	0.2%	Oils/Energy
SHEL Shell	$410,483		0.0%	6,552	0.2%	Oils/Energy
ETN Eaton	$407,536		0.0%	1,228	0.2%	Industrial Products
Blackrock Inc. COM	$405,944	$405,944 ▲	New Holding	396	0.2%	Common Stock
UNP Union Pacific	$403,631		0.0%	1,770	0.2%	Transportation
AMAT Applied Materials	$401,859	$6,343 ▲	1.6%	2,471	0.2%	Computer and Technology
AZN AstraZeneca	$400,917		0.0%	6,119	0.2%	Medical
BSX Boston Scientific	$398,814		0.0%	4,465	0.2%	Medical
BA Boeing	$381,966	$165,495 ▲	76.5%	2,158	0.2%	Aerospace
NVS Novartis	$381,261	$68,604 ▲	21.9%	3,918	0.2%	Medical
PANW Palo Alto Networks	$379,932	$189,966 ▲	100.0%	2,088	0.2%	Computer and Technology
BMY Bristol-Myers Squibb	$379,235	$566 ▲	0.1%	6,705	0.2%	Medical
NEE NextEra Energy	$375,225	$15,127 ▲	4.2%	5,234	0.2%	Utilities
Arista Networks Inc COM SHS	$373,149	$373,149 ▲	New Holding	3,376	0.2%	Common Stock
FI Fiserv	$371,194		0.0%	1,807	0.2%	Business Services
SYK Stryker	$365,942		0.0%	1,014	0.2%	Medical
TM Toyota Motor	$365,672	$5,254 ▲	1.5%	1,879	0.2%	Auto/Tires/Trucks
UBER Uber Technologies	$358,662	$22,137 ▼	-5.8%	5,946	0.2%	Computer and Technology
BX Blackstone	$355,013		0.0%	2,059	0.2%	Finance
PGR Progressive	$354,144		0.0%	1,478	0.2%	Finance
LMT Lockheed Martin	$348,419		0.0%	717	0.2%	Aerospace
HSBC HSBC	$344,588		0.0%	6,967	0.2%	Finance
DE Deere & Company	$328,772		0.0%	773	0.2%	Industrial Products
VRTX Vertex Pharmaceuticals	$317,730	$16,511 ▼	-4.9%	789	0.2%	Medical
CB Chubb	$316,640		0.0%	1,146	0.2%	Finance
ADP Automatic Data Processing	$310,455		0.0%	1,055	0.2%	Business Services
PFE Pfizer	$299,338	$96,702 ▲	47.7%	11,283	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Cromwell Holdings LLC Top Holdings and 13F Report (2025)

About Cromwell Holdings LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Cromwell Holdings LLC Top Holdings and 13F Report (2025)

About Cromwell Holdings LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCromwell Holdings LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools