Crowley Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Crowley Wealth Management, Inc.

Investment Activity

Crowley Wealth Management, Inc. has $125.72 million in total holdings as of September 30, 2025.
Crowley Wealth Management, Inc. owns shares of 415 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 3.33% of the portfolio was purchased this quarter.
About 0.44% of the portfolio was sold this quarter.
This quarter, Crowley Wealth Management, Inc. has purchased 402 new stocks and bought additional shares in 62 stocks.
Crowley Wealth Management, Inc. sold shares of 20 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

Apple: $13,023,321
Tesla: $7,133,753
ProShares Ultra QQQ: $6,156,164
AbbVie: $5,874,355
Lowe's Companies: $5,640,678

Largest New Holdings this Quarter

464287432 - iShares 20+ Year Treasury Bond ETF: $491,535 Holding
74347X831 - ProShares UltraPro QQQ: $144,760 Holding
14040H105 - Capital One Financial: $32,737 Holding
29479A108 - Erasca: $32,700 Holding
313586737 - FEDERAL NTNL 8.25 PFDPFD SER T: $28,260 Holding

Largest Purchases this Quarter

Apple: 2,279 shares (about $580.30K)
iShares 20+ Year Treasury Bond ETF: 5,500 shares (about $491.54K)
Vanguard Dividend Appreciation ETF: 1,145 shares (about $247.08K)
ProShares Ultra QQQ: 1,315 shares (about $180.42K)
ProShares Ultra S&P500: 1,515 shares (about $169.88K)

Largest Sales this Quarter

Walt Disney: 1,384 shares (about $158.47K)
Tesla: 166 shares (about $73.82K)
JPMorgan Chase & Co.: 159 shares (about $50.15K)
FedEx: 200 shares (about $47.16K)
Merck & Co., Inc.: 341 shares (about $28.62K)

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	$13,023,321	$580,302 ▲	4.7%	51,146	10.4%	Computer and Technology
TSLA Tesla	$7,133,753	$73,824 ▼	-1.0%	16,041	5.7%	Auto/Tires/Trucks
QLD ProShares Ultra QQQ	$6,156,164	$180,418 ▲	3.0%	44,870	4.9%	ETF
ABBV AbbVie	$5,874,355	$25,701 ▲	0.4%	25,371	4.7%	Medical
LOW Lowe's Companies	$5,640,678	$14,576 ▼	-0.3%	22,445	4.5%	Retail/Wholesale
SSO ProShares Ultra S&P500	$5,636,102	$169,877 ▲	3.1%	50,264	4.5%	ETF
MSFT Microsoft	$5,469,577	$68,370 ▲	1.3%	10,560	4.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,287,489	$50,153 ▼	-0.9%	16,763	4.2%	Finance
HD Home Depot	$4,554,759	$20,665 ▲	0.5%	11,241	3.6%	Retail/Wholesale
UWM ProShares Ultra Russell 2000	$3,308,250	$100,138 ▲	3.1%	71,360	2.6%	ETF
DIS Walt Disney	$3,263,263	$158,469 ▼	-4.6%	28,500	2.6%	Consumer Discretionary
AMGN Amgen	$2,752,977	$22,577 ▼	-0.8%	9,755	2.2%	Medical
SYK Stryker	$2,597,301		0.0%	7,026	2.1%	Medical
AMZN Amazon.com	$2,516,053	$6,587 ▲	0.3%	11,459	2.0%	Retail/Wholesale
ABT Abbott Laboratories	$2,504,410		0.0%	18,698	2.0%	Medical
BRK.B Berkshire Hathaway	$2,296,516		0.0%	4,568	1.8%	Finance
FDX FedEx	$2,080,088	$47,162 ▼	-2.2%	8,821	1.7%	Transportation
SPY SPDR S&P 500 ETF Trust	$2,013,607	$116,567 ▲	6.1%	3,023	1.6%	Finance
GOOG Alphabet	$1,551,844	$4,627 ▼	-0.3%	6,372	1.2%	Computer and Technology
RTX RTX	$1,495,997	$12,550 ▲	0.8%	8,940	1.2%	Aerospace
V Visa	$1,363,521		0.0%	3,994	1.1%	Business Services
CMI Cummins	$1,146,735		0.0%	2,715	0.9%	Auto/Tires/Trucks
NVDA NVIDIA	$1,139,258	$113,627 ▲	11.1%	6,106	0.9%	Computer and Technology
DUK Duke Energy	$1,134,293	$60,019 ▲	5.6%	9,166	0.9%	Utilities
DGRO iShares Core Dividend Growth ETF	$1,040,126	$70,463 ▲	7.3%	15,278	0.8%	ETF
MA Mastercard	$966,318		0.0%	1,699	0.8%	Business Services
GLD SPDR Gold Shares	$785,589		0.0%	2,210	0.6%	Finance
VIG Vanguard Dividend Appreciation ETF	$784,181	$247,080 ▲	46.0%	3,634	0.6%	ETF
GD General Dynamics	$766,909	$10,230 ▲	1.4%	2,249	0.6%	Aerospace
DE Deere & Company	$750,364	$27,436 ▲	3.8%	1,641	0.6%	Industrials
VTI Vanguard Total Stock Market ETF	$741,008	$156,209 ▲	26.7%	2,258	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$720,797	$37,198 ▲	5.4%	11,045	0.6%	ETF
UPS United Parcel Service	$709,655	$23,221 ▼	-3.2%	8,496	0.6%	Transportation
BIIB Biogen	$673,785	$14,008 ▼	-2.0%	4,810	0.5%	Medical
GOOGL Alphabet	$649,563	$34,034 ▲	5.5%	2,672	0.5%	Computer and Technology
JNJ Johnson & Johnson	$648,608	$371 ▲	0.1%	3,498	0.5%	Medical
NEE NextEra Energy	$642,064	$6,341 ▼	-1.0%	8,505	0.5%	Utilities
ED Consolidated Edison	$638,704		0.0%	6,354	0.5%	Utilities
WM Waste Management	$571,950		0.0%	2,590	0.5%	Business Services
ALNY Alnylam Pharmaceuticals	$570,000		0.0%	1,250	0.5%	Medical
ROK Rockwell Automation	$562,743		0.0%	1,610	0.4%	Computer and Technology
MCD McDonald's	$507,496		0.0%	1,670	0.4%	Retail/Wholesale
CAT Caterpillar	$504,399		0.0%	1,057	0.4%	Industrials
LMT Lockheed Martin	$492,821	$37,948 ▲	8.3%	987	0.4%	Aerospace
TLT iShares 20+ Year Treasury Bond ETF	$491,535	$491,535 ▲	New Holding	5,500	0.4%	ETF
HON Honeywell International	$491,307	$47,363 ▲	10.7%	2,334	0.4%	Multi-Sector Conglomerates
NFLX Netflix	$490,358		0.0%	409	0.4%	Consumer Discretionary
AEP American Electric Power	$461,250		0.0%	4,100	0.4%	Utilities
IVV iShares Core S&P 500 ETF	$461,148	$162,640 ▲	54.5%	689	0.4%	ETF
PG Procter & Gamble	$450,456	$1,075 ▲	0.2%	2,932	0.4%	Consumer Staples
COST Costco Wholesale	$399,872		0.0%	432	0.3%	Retail/Wholesale
NUVB Nuvation Bio	$395,153		0.0%	106,798	0.3%	Medical
MGK Vanguard Mega Cap Growth ETF	$369,019		0.0%	917	0.3%	ETF
SOXX iShares Semiconductor ETF	$356,523	$40,668 ▲	12.9%	1,315	0.3%	ETF
LLY Eli Lilly and Company	$348,691		0.0%	457	0.3%	Medical
IVE iShares S&P 500 Value ETF	$347,350	$42,335 ▲	13.9%	1,682	0.3%	ETF
AIQ Global X Artificial Intelligence & Technology ETF	$341,038	$109,646 ▲	47.4%	6,905	0.3%	ETF
XOM Exxon Mobil	$338,250		0.0%	3,000	0.3%	Energy
SCHB Schwab US Broad Market ETF	$336,801	$129,836 ▲	62.7%	13,100	0.3%	ETF
WMT Walmart	$334,331	$721 ▲	0.2%	3,244	0.3%	Retail/Wholesale
VOO Vanguard S&P 500 ETF	$323,949	$118,802 ▲	57.9%	529	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$319,801	$10,033 ▼	-3.0%	3,060	0.3%	ETF
AVGO Broadcom	$313,415		0.0%	950	0.2%	Computer and Technology
PNC The PNC Financial Services Group	$293,484	$402 ▲	0.1%	1,461	0.2%	Finance
IRBO iShares Robotics and Artificial Intelligence Multisector ETF	$283,149	$82,633 ▲	41.2%	6,185	0.2%	Manufacturing
GILD Gilead Sciences	$275,280		0.0%	2,480	0.2%	Medical
IGPT Invesco AI and Next Gen Software ETF	$260,965	$90,230 ▲	52.8%	4,830	0.2%	ETF
BAC Bank of America	$254,960	$310 ▲	0.1%	4,942	0.2%	Finance
ISHARES AI INVATN AND TEC ACT ETF	$249,197	$88,645 ▲	55.2%	7,295	0.2%	UIT EXCHANGE TRADED
BDX Becton, Dickinson and Company	$248,936		0.0%	1,330	0.2%	Medical
META Meta Platforms	$246,281	$14,703 ▲	6.3%	335	0.2%	Computer and Technology
QCOM QUALCOMM	$240,889		0.0%	1,448	0.2%	Computer and Technology
CVX Chevron	$237,016	$155 ▲	0.1%	1,526	0.2%	Energy
CEG Constellation Energy	$230,349	$30,604 ▲	15.3%	700	0.2%	Energy
PEP PepsiCo	$229,198		0.0%	1,632	0.2%	Consumer Staples
LINDE PLC F	$228,000		0.0%	480	0.2%	FOREIGN ORDINARIES
EXC Exelon	$218,929	$85,519 ▲	64.1%	4,864	0.2%	Utilities
SO Southern	$216,076		0.0%	2,280	0.2%	Utilities
MRK Merck & Co., Inc.	$204,537	$28,620 ▼	-12.3%	2,437	0.2%	Medical
ORCL Oracle	$196,868		0.0%	700	0.2%	Computer and Technology
D Dominion Energy	$189,627	$39,761 ▲	26.5%	3,100	0.2%	Utilities
SCCO Southern Copper	$187,156	$7,889 ▲	4.4%	1,542	0.1%	Basic Materials
KMB Kimberly-Clark	$183,402	$12,434 ▼	-6.3%	1,475	0.1%	Consumer Staples
GE GE Aerospace	$176,284	$3,008 ▲	1.7%	586	0.1%	Aerospace
XLK Technology Select Sector SPDR Fund	$174,753	$5,637 ▲	3.3%	620	0.1%	ETF
BA Boeing	$173,121		0.0%	802	0.1%	Aerospace
SCHD Schwab US Dividend Equity ETF	$168,168		0.0%	6,160	0.1%	ETF
NOC Northrop Grumman	$165,126	$9,140 ▲	5.9%	271	0.1%	Aerospace
NOW ServiceNow	$163,810		0.0%	178	0.1%	Computer and Technology
DVY iShares Select Dividend ETF	$162,705	$31,973 ▲	24.5%	1,145	0.1%	ETF
IWM iShares Russell 2000 ETF	$160,903	$12,098 ▲	8.1%	665	0.1%	Finance
IBM International Business Machines	$158,045	$2,822 ▲	1.8%	560	0.1%	Computer and Technology
UBER Uber Technologies	$153,323		0.0%	1,565	0.1%	Computer and Technology
MMM 3M	$151,766		0.0%	978	0.1%	Multi-Sector Conglomerates
TQQQ ProShares UltraPro QQQ	$144,760	$144,760 ▲	New Holding	1,400	0.1%	ETF
NBIX Neurocrine Biosciences	$140,380		0.0%	1,000	0.1%	Medical
T AT&T	$139,647		0.0%	4,945	0.1%	Computer and Technology
TXN Texas Instruments	$129,530		0.0%	705	0.1%	Computer and Technology
NEM Newmont	$129,089	$927 ▲	0.7%	1,531	0.1%	Basic Materials
AMD Advanced Micro Devices	$128,138	$7,604 ▲	6.3%	792	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Crowley Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Crowley Wealth Management, Inc.

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

Popular Tools

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Terms & Info

Crowley Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Crowley Wealth Management, Inc.

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 ofCrowley Wealth Management, Inc.

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