Crowley Wealth Management, Inc. Top Holdings and 13F Report (2025) About Crowley Wealth Management, Inc.Investment ActivityCrowley Wealth Management, Inc. has $104.95 million in total holdings as of March 31, 2025.Crowley Wealth Management, Inc. owns shares of 416 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Crowley Wealth Management, Inc. has purchased 429 new stocks and bought additional shares in 50 stocks.Crowley Wealth Management, Inc. sold shares of 68 stocks and completely divested from 43 stocks this quarter.Largest Holdings Apple $11,003,160AbbVie $5,302,561Lowe's Companies $5,278,326JPMorgan Chase & Co. $4,304,186Tesla $4,216,015 Largest New Holdings this Quarter 37954Y632 - Global X Future Analytics Tech ETF $118,235 Holding46435U556 - iShares Robotics and Artificial Intelligence Multisector ETF $80,198 Holding46137V639 - Invesco AI and Next Gen Software ETF $68,428 Holding09290C780 - ISHARES AI INVATN AND TEC ACT ETF $50,347 Holding124155102 - Butterfly Network $22,800 Holding Largest Purchases this Quarter iShares Semiconductor ETF 645 shares (about $121.37K)Global X Future Analytics Tech ETF 3,250 shares (about $118.24K)NVIDIA 1,063 shares (about $115.21K)iShares Robotics and Artificial Intelligence Multisector ETF 2,550 shares (about $80.20K)Invesco AI and Next Gen Software ETF 1,690 shares (about $68.43K) Largest Sales this Quarter Walt Disney 1,869 shares (about $184.47K)Zimmer Biomet 1,490 shares (about $168.64K)Dominion Energy 2,630 shares (about $147.46K)Medtronic 1,563 shares (about $140.45K)Duke Energy 1,059 shares (about $129.17K) 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$11,003,160$58,420 ▼-0.5%49,53510.5%Computer and TechnologyABBVAbbVie$5,302,561$115,027 ▼-2.1%25,3085.1%MedicalLOWLowe's Companies$5,278,326$65,072 ▼-1.2%22,6315.0%Retail/WholesaleJPMJPMorgan Chase & Co.$4,304,186$58,625 ▼-1.3%17,5474.1%FinanceTSLATesla$4,216,015$55,460 ▲1.3%16,2684.0%Auto/Tires/TrucksHDHome Depot$4,139,138$37,748 ▼-0.9%11,2943.9%Retail/WholesaleSSOProShares Ultra S&P500$4,035,9390.0%48,7553.8%ETFMSFTMicrosoft$3,903,606$87,089 ▼-2.2%10,3993.7%Computer and TechnologyQLDProShares Ultra QQQ$3,871,1680.0%43,5553.7%ETFAMGNAmgen$3,070,026$50,783 ▼-1.6%9,8542.9%MedicalDISWalt Disney$3,044,919$184,472 ▼-5.7%30,8502.9%Consumer DiscretionarySYKStryker$2,615,429$37,225 ▼-1.4%7,0262.5%MedicalABTAbbott Laboratories$2,480,290$58,366 ▼-2.3%18,6982.4%MedicalBRK.BBerkshire Hathaway$2,432,825$76,692 ▼-3.1%4,5682.3%FinanceUWMProShares Ultra Russell 2000$2,314,0480.0%69,2002.2%ETFFDXFedEx$2,215,969$60,945 ▼-2.7%9,0902.1%TransportationAMZNAmazon.com$2,155,456$67,162 ▼-3.0%11,3292.1%Retail/WholesaleVVisa$1,474,733$35,046 ▼-2.3%4,2081.4%Business ServicesSPYSPDR S&P 500 ETF Trust$1,403,267$1,119 ▲0.1%2,5091.3%FinanceUPSUnited Parcel Service$1,348,367$94,371 ▼-6.5%12,2591.3%TransportationRTXRTX$1,197,024$15,630 ▼-1.3%9,0371.1%AerospaceROKRockwell Automation$1,109,619$92,748 ▼-7.7%4,2951.1%Computer and TechnologyGOOGAlphabet$1,084,285$68,901 ▼-6.0%6,9401.0%Computer and TechnologyDUKDuke Energy$1,055,772$129,166 ▼-10.9%8,6561.0%UtilitiesMAMastercard$948,557$26,851 ▼-2.8%1,7310.9%Business ServicesCMICummins$861,960$75,226 ▼-8.0%2,7500.8%Auto/Tires/TrucksDGROiShares Core Dividend Growth ETF$839,467$94,276 ▼-10.1%13,5880.8%ETFDEDeere & Company$765,510$1,408 ▲0.2%1,6310.7%IndustrialsEDConsolidated Edison$746,925$99,531 ▼-11.8%6,7540.7%UtilitiesBIIBBiogen$724,568$120,419 ▼-14.3%5,2950.7%MedicalNEENextEra Energy$630,141$78,192 ▼-11.0%8,8890.6%UtilitiesGLDSPDR Gold Shares$628,145$43,221 ▼-6.4%2,1800.6%FinanceMDTMedtronic$624,078$140,451 ▼-18.4%6,9450.6%MedicalGDGeneral Dynamics$608,9440.0%2,2340.6%AerospaceZBHZimmer Biomet$605,513$168,638 ▼-21.8%5,3500.6%MedicalWMWaste Management$599,611$92,604 ▼-13.4%2,5900.6%Business ServicesIJHiShares Core S&P Mid-Cap ETF$591,436$43,821 ▼-6.9%10,1360.6%ETFNVDANVIDIA$584,168$115,208 ▲24.6%5,3900.6%Computer and TechnologyJNJJohnson & Johnson$579,521$2,654 ▲0.5%3,4940.6%MedicalMCDMcDonald's$490,421$1,562 ▲0.3%1,5700.5%Retail/WholesaleAEPAmerican Electric Power$480,788$15,298 ▼-3.1%4,4000.5%UtilitiesPGProcter & Gamble$471,921$10,908 ▼-2.3%2,7690.4%Consumer StaplesHONHoneywell International$457,168$2,329 ▲0.5%2,1590.4%Multi-Sector ConglomeratesVIGVanguard Dividend Appreciation ETF$413,393$3,880 ▲0.9%2,1310.4%ETFCOSTCostco Wholesale$408,577$2,837 ▲0.7%4320.4%Retail/WholesaleGOOGLAlphabet$391,548$5,567 ▲1.4%2,5320.4%Computer and TechnologyNFLXNetflix$381,405$13,988 ▲3.8%4090.4%Consumer DiscretionaryLLYEli Lilly and Company$377,4410.0%4570.4%MedicalCATCaterpillar$376,589$39,572 ▼-9.5%1,1420.4%IndustrialsLMTLockheed Martin$375,526$88,858 ▼-19.1%8410.4%AerospaceXOMExxon Mobil$356,790$1,665 ▲0.5%3,0000.3%EnergyALNYAlnylam Pharmaceuticals$337,5250.0%1,2500.3%MedicalBDXBecton, Dickinson and Company$304,650$9,162 ▼-2.9%1,3300.3%MedicalWMTWalmart$283,474$32,921 ▼-10.4%3,2290.3%Retail/WholesaleGILDGilead Sciences$277,8840.0%2,4800.3%MedicalMGKVanguard Mega Cap Growth ETF$269,0340.0%8710.3%ETFIVEiShares S&P 500 Value ETF$266,240$60,986 ▼-18.6%1,3970.3%ETFPNCThe PNC Financial Services Group$256,084$352 ▲0.1%1,4570.2%FinanceCVXChevron$254,727$1,840 ▲0.7%1,5230.2%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$253,6480.0%3,1560.2%ETFMRKMerck & Co., Inc.$249,274$1,795 ▲0.7%2,7770.2%MedicalVTIVanguard Total Stock Market ETF$246,531$23,636 ▼-8.7%8970.2%ETFPEPPepsiCo$244,702$1,949 ▲0.8%1,6320.2%Consumer StaplesKMBKimberly-Clark$223,9970.0%1,5750.2%Consumer StaplesLINDE PLC F$223,5070.0%4800.2%FOREIGN ORDINARIESQCOMQUALCOMM$222,4270.0%1,4480.2%Computer and TechnologySOXXiShares Semiconductor ETF$217,336$121,369 ▲126.5%1,1550.2%ETFSOSouthern$209,646$18,390 ▼-8.1%2,2800.2%UtilitiesBACBank of America$205,737$1,836 ▲0.9%4,9300.2%FinanceFIFiserv$184,6140.0%8360.2%Business ServicesMETAMeta Platforms$181,711$66,916 ▼-26.9%3150.2%Computer and TechnologyAVGOBroadcom$175,802$51,903 ▲41.9%1,0500.2%Computer and TechnologyTAT&T$156,813$28,280 ▼-15.3%5,5450.1%Computer and TechnologySCCOSouthern Copper$146,358$8,692 ▼-5.6%1,5660.1%Basic MaterialsMMM3M$145,391$21,148 ▼-12.7%9900.1%Multi-Sector ConglomeratesIBMInternational Business Machines$143,477$2,487 ▲1.8%5770.1%Computer and TechnologyNOWServiceNow$141,7130.0%1780.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$137,1440.0%4,9050.1%ETFLUVSouthwest Airlines$133,609$20,919 ▼-13.5%3,9790.1%TransportationDDominion Energy$133,447$147,465 ▼-52.5%2,3800.1%UtilitiesELVElevance Health$130,4880.0%3000.1%MedicalAMDAdvanced Micro Devices$127,398$25,685 ▲25.3%1,2400.1%Computer and TechnologyTXNTexas Instruments$126,6890.0%7050.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$123,8880.0%6000.1%ETFIWMiShares Russell 2000 ETF$122,686$99,745 ▼-44.8%6150.1%FinanceBABoeing$121,793$22,175 ▼-15.4%7140.1%AerospaceUSBU.S. Bancorp$120,243$1,013 ▲0.8%2,8480.1%FinanceDVYiShares Select Dividend ETF$118,4440.0%8820.1%ETFAIQGlobal X Future Analytics Tech ETF$118,235$118,235 ▲New Holding3,2500.1%ETFACNAccenture$117,327$936 ▲0.8%3760.1%Computer and TechnologyGEGeneral Electric$115,2860.0%5760.1%TransportationUBERUber Technologies$114,0260.0%1,5650.1%Computer and TechnologyVZVerizon Communications$112,946$1,089 ▲1.0%2,4900.1%Computer and TechnologyNBIXNeurocrine Biosciences$110,6000.0%1,0000.1%MedicalCEGConstellation Energy$110,2920.0%5470.1%EnergyNOCNorthrop Grumman$107,010$16,384 ▼-13.3%2090.1%AerospaceFFord Motor$104,884$4,012 ▼-3.7%10,4570.1%Auto/Tires/TrucksORCLOracle$97,8670.0%7000.1%Computer and TechnologyADBEAdobe$97,0330.0%2530.1%Computer and TechnologyEMREmerson Electric$97,002$110 ▲0.1%8850.1%IndustrialsShowing 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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