Crowley Wealth Management, Inc. Top Holdings and 13F Report (2025) About Crowley Wealth Management, Inc.Investment ActivityCrowley Wealth Management, Inc. has $109.87 million in total holdings as of June 30, 2025.Crowley Wealth Management, Inc. owns shares of 403 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 2.00% of the portfolio was purchased this quarter.About 3.37% of the portfolio was sold this quarter.This quarter, Crowley Wealth Management, Inc. has purchased 416 new stocks and bought additional shares in 47 stocks.Crowley Wealth Management, Inc. sold shares of 49 stocks and completely divested from 38 stocks this quarter.Largest Holdings Apple $10,026,047Microsoft $5,187,205Tesla $5,148,316ProShares Ultra QQQ $5,126,859Lowe's Companies $4,992,802 Largest New Holdings this Quarter 808524102 - Schwab US Broad Market ETF $191,832 Holding29273V100 - Energy Transfer $43,512 Holding293792107 - Enterprise Products Partners $29,460 Holding06849F108 - BARRICK MNG CORP F $26,025 Holding37954Y871 - Global X Uranium ETF $21,346 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 885 shares (about $268.98K)SPDR S&P 500 ETF Trust 339 shares (about $209.42K)Nuvation Bio 99,798 shares (about $194.61K)Schwab US Broad Market ETF 8,050 shares (about $191.83K)iShares Core S&P 500 ETF 280 shares (about $173.85K) Largest Sales this Quarter Rockwell Automation 2,685 shares (about $891.88K)Medtronic 6,645 shares (about $579.24K)Zimmer Biomet 4,550 shares (about $415.01K)United Parcel Service 3,485 shares (about $351.78K)JPMorgan Chase & Co. 625 shares (about $181.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrowley Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$10,026,047$137,054 ▼-1.3%48,8679.1%Computer and TechnologyMSFTMicrosoft$5,187,205$14,425 ▲0.3%10,4284.7%Computer and TechnologyTSLATesla$5,148,316$19,377 ▼-0.4%16,2074.7%Auto/Tires/TrucksQLDProShares Ultra QQQ$5,126,8590.0%43,5554.7%ETFLOWLowe's Companies$4,992,802$28,400 ▼-0.6%22,5034.5%Retail/WholesaleJPMJPMorgan Chase & Co.$4,905,935$181,197 ▼-3.6%16,9224.5%FinanceSSOProShares Ultra S&P500$4,763,752$586 ▼0.0%48,7494.3%ETFABBVAbbVie$4,688,680$8,910 ▼-0.2%25,2604.3%MedicalHDHome Depot$4,102,702$38,131 ▼-0.9%11,1903.7%Retail/WholesaleDISWalt Disney$3,705,945$119,795 ▼-3.1%29,8843.4%Consumer DiscretionarySYKStryker$2,779,6960.0%7,0262.5%MedicalAMGNAmgen$2,745,949$5,305 ▼-0.2%9,8352.5%MedicalUWMProShares Ultra Russell 2000$2,606,7640.0%69,2002.4%ETFABTAbbott Laboratories$2,543,1150.0%18,6982.3%MedicalAMZNAmazon.com$2,507,408$21,939 ▲0.9%11,4292.3%Retail/WholesaleBRK.BBerkshire Hathaway$2,218,9970.0%4,5682.0%FinanceFDXFedEx$2,050,571$15,684 ▼-0.8%9,0211.9%TransportationSPYSPDR S&P 500 ETF Trust$1,759,386$209,421 ▲13.5%2,8481.6%FinanceVVisa$1,418,094$75,982 ▼-5.1%3,9941.3%Business ServicesRTXRTX$1,294,497$25,116 ▼-1.9%8,8651.2%AerospaceGOOGAlphabet$1,133,729$97,390 ▼-7.9%6,3911.0%Computer and TechnologyDUKDuke Energy$1,034,978$2,981 ▲0.3%8,6810.9%UtilitiesMAMastercard$954,570$17,979 ▼-1.8%1,6990.9%Business ServicesDGROiShares Core Dividend Growth ETF$910,697$41,881 ▲4.8%14,2430.8%ETFCMICummins$889,163$11,463 ▼-1.3%2,7150.8%Auto/Tires/TrucksUPSUnited Parcel Service$885,648$351,776 ▼-28.4%8,7740.8%TransportationNVDANVIDIA$868,471$16,905 ▲2.0%5,4970.8%Computer and TechnologyDEDeere & Company$803,923$25,425 ▼-3.1%1,5810.7%IndustrialsGLDSPDR Gold Shares$673,674$9,145 ▲1.4%2,2100.6%FinanceIJHiShares Core S&P Mid-Cap ETF$649,660$21,025 ▲3.3%10,4750.6%ETFGDGeneral Dynamics$647,194$4,375 ▼-0.7%2,2190.6%AerospaceEDConsolidated Edison$637,624$40,140 ▼-5.9%6,3540.6%UtilitiesBIIBBiogen$616,647$48,352 ▼-7.3%4,9100.6%MedicalNEENextEra Energy$596,248$20,826 ▼-3.4%8,5890.5%UtilitiesWMWaste Management$592,6440.0%2,5900.5%Business ServicesNFLXNetflix$547,7040.0%4090.5%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$541,603$268,978 ▲98.7%1,7820.5%ETFROKRockwell Automation$534,794$891,877 ▼-62.5%1,6100.5%Computer and TechnologyJNJJohnson & Johnson$534,068$306 ▲0.1%3,4960.5%MedicalVIGVanguard Dividend Appreciation ETF$509,424$73,272 ▲16.8%2,4890.5%ETFHONHoneywell International$491,144$11,644 ▼-2.3%2,1090.4%Multi-Sector ConglomeratesMCDMcDonald's$487,924$29,217 ▲6.4%1,6700.4%Retail/WholesalePGProcter & Gamble$466,056$24,856 ▲5.6%2,9250.4%Consumer StaplesGOOGLAlphabet$446,2140.0%2,5320.4%Computer and TechnologyCOSTCostco Wholesale$427,6540.0%4320.4%Retail/WholesaleAEPAmerican Electric Power$425,416$31,128 ▼-6.8%4,1000.4%UtilitiesLMTLockheed Martin$422,128$32,436 ▲8.3%9110.4%AerospaceCATCaterpillar$410,336$32,998 ▼-7.4%1,0570.4%IndustrialsALNYAlnylam Pharmaceuticals$407,6130.0%1,2500.4%MedicalLLYEli Lilly and Company$356,2450.0%4570.3%MedicalMGKVanguard Mega Cap Growth ETF$335,778$16,844 ▲5.3%9170.3%ETFXOMExxon Mobil$323,4000.0%3,0000.3%EnergyWMTWalmart$316,514$782 ▲0.2%3,2370.3%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$300,8300.0%3,1560.3%ETFIVEiShares S&P 500 Value ETF$288,635$15,634 ▲5.7%1,4770.3%ETFSOXXiShares Semiconductor ETF$278,086$2,387 ▲0.9%1,1650.3%ETFIVViShares Core S&P 500 ETF$276,921$173,852 ▲168.7%4460.3%ETFGILDGilead Sciences$274,9580.0%2,4800.3%MedicalPNCThe PNC Financial Services Group$271,953$373 ▲0.1%1,4590.2%FinanceAVGOBroadcom$261,868$27,565 ▼-9.5%9500.2%Computer and TechnologyBACBank of America$233,580$284 ▲0.1%4,9360.2%FinanceMETAMeta Platforms$232,7320.0%3150.2%Computer and TechnologyQCOMQUALCOMM$230,6080.0%1,4480.2%Computer and TechnologyBDXBecton, Dickinson and Company$229,0930.0%1,3300.2%MedicalLINDE PLC F$225,2060.0%4800.2%FOREIGN ORDINARIESMRKMerck & Co., Inc.$219,887$79 ▲0.0%2,7780.2%MedicalCVXChevron$218,299$286 ▲0.1%1,5250.2%EnergyPEPPepsiCo$215,4890.0%1,6320.2%Consumer StaplesSOSouthern$209,3720.0%2,2800.2%UtilitiesCEGConstellation Energy$208,826$20,642 ▲11.0%6070.2%EnergyNUVBNuvation Bio$208,256$194,606 ▲1,425.7%106,7980.2%MedicalAIQGlobal X Artificial Intelligence & Technology ETF$204,688$62,695 ▲44.2%4,6850.2%ETFKMBKimberly-Clark$203,0490.0%1,5750.2%Consumer StaplesSCHBSchwab US Broad Market ETF$191,832$191,832 ▲New Holding8,0500.2%ETFVOOVanguard S&P 500 ETF$190,290$173,249 ▲1,016.7%3350.2%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$184,705$77,171 ▲71.8%4,3800.2%ManufacturingNOWServiceNow$182,9980.0%1780.2%Computer and TechnologyBABoeing$168,067$18,441 ▲12.3%8020.2%AerospaceSCHDSchwab US Dividend Equity ETF$163,240$33,258 ▲25.6%6,1600.1%ETFIBMInternational Business Machines$162,129$7,959 ▼-4.7%5500.1%Computer and TechnologyIGPTInvesco AI and Next Gen Software ETF$160,213$74,529 ▲87.0%3,1600.1%ETFORCLOracle$153,0410.0%7000.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$151,9380.0%6000.1%ETFDDominion Energy$149,778$4,279 ▲2.9%2,4500.1%UtilitiesSCCOSouthern Copper$149,428$9,004 ▼-5.7%1,4770.1%Basic MaterialsMMM3M$148,891$1,827 ▼-1.2%9780.1%Multi-Sector ConglomeratesGEGE Aerospace$148,2570.0%5760.1%AerospaceTXNTexas Instruments$146,3720.0%7050.1%Computer and TechnologyUBERUber Technologies$146,0150.0%1,5650.1%Computer and TechnologyFIFiserv$144,1350.0%8360.1%Business ServicesTAT&T$143,108$17,364 ▼-10.8%4,9450.1%Computer and TechnologyEXCExelon$139,118$52,568 ▲60.7%2,9640.1%UtilitiesISHARES AI INVATN AND TEC ACT ETF$135,595$69,240 ▲104.3%4,7000.1%UIT EXCHANGE TRADEDIWMiShares Russell 2000 ETF$132,7110.0%6150.1%FinanceLUVSouthwest Airlines$129,133$65 ▲0.1%3,9810.1%TransportationNOCNorthrop Grumman$127,995$23,499 ▲22.5%2560.1%AerospaceNBIXNeurocrine Biosciences$125,6900.0%1,0000.1%MedicalDVYiShares Select Dividend ETF$122,185$5,047 ▲4.3%9200.1%ETFEMREmerson Electric$118,0080.0%8850.1%IndustrialsELVElevance Health$116,6880.0%3000.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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