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

About Crowley Wealth Management, Inc.

Investment Activity

Crowley Wealth Management, Inc. has $113.40 million in total holdings as of December 31, 2024.
Crowley Wealth Management, Inc. owns shares of 429 different stocks, but just 35 companies or ETFs make up 80% of its holdings.

Largest Holdings

Apple: $12,470,365
Tesla: $6,483,247
Lowe's Companies: $5,654,140
ProShares Ultra QQQ: $4,714,393
AbbVie: $4,594,762

Sector Allocation

Selling

Neutral

Buying

Latest 13F Holdings

Issuer Name	Holdings Value	Shares Held	% of Portfolio	Sector
AAPL Apple	$12,470,365	49,798	11.0%	Computer and Technology
TSLA Tesla	$6,483,247	16,054	5.7%	Auto/Tires/Trucks
LOW Lowe's Companies	$5,654,140	22,910	5.0%	Retail/Wholesale
QLD ProShares Ultra QQQ	$4,714,393	43,555	4.2%	ETF
ABBV AbbVie	$4,594,762	25,857	4.1%	Medical
SSO ProShares Ultra S&P500	$4,510,325	48,755	4.0%	ETF
MSFT Microsoft	$4,480,873	10,631	4.0%	Computer and Technology
HD Home Depot	$4,433,319	11,397	3.9%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$4,263,507	17,786	3.8%	Finance
DIS Walt Disney	$3,643,305	32,719	3.2%	Consumer Discretionary
UWM ProShares Ultra Russell2000	$2,896,020	69,200	2.6%	ETF
FDX FedEx	$2,627,632	9,340	2.3%	Transportation
AMGN Amgen	$2,610,946	10,017	2.3%	Medical
SYK Stryker	$2,565,716	7,126	2.3%	Medical
AMZN Amazon.com	$2,562,914	11,682	2.3%	Retail/Wholesale
ABT Abbott Laboratories	$2,164,699	19,138	1.9%	Medical
BRK.B Berkshire Hathaway	$2,135,855	4,712	1.9%	Finance
UPS United Parcel Service	$1,654,054	13,117	1.5%	Transportation
SPY SPDR S&P 500 ETF Trust	$1,469,033	2,507	1.3%	Finance
GOOG Alphabet	$1,405,724	7,381	1.2%	Computer and Technology
V Visa	$1,361,475	4,308	1.2%	Business Services
ROK Rockwell Automation	$1,330,159	4,654	1.2%	Computer and Technology
RTX RTX	$1,059,368	9,155	0.9%	Aerospace
DUK Duke Energy	$1,046,694	9,715	0.9%	Utilities
CMI Cummins	$1,042,314	2,990	0.9%	Auto/Tires/Trucks
BIIB Biogen	$944,281	6,175	0.8%	Medical
MA Mastercard	$937,519	1,780	0.8%	Business Services
DGRO iShares Core Dividend Growth ETF	$927,093	15,114	0.8%	ETF
ZBH Zimmer Biomet	$722,509	6,840	0.6%	Medical
NEE NextEra Energy	$716,326	9,992	0.6%	Utilities
DE Deere & Company	$689,784	1,628	0.6%	Industrial Products
ED Consolidated Edison	$682,966	7,654	0.6%	Utilities
MDT Medtronic	$679,619	8,508	0.6%	Medical
IJH iShares Core S&P Mid-Cap ETF	$678,369	10,887	0.6%	ETF
WM Waste Management	$603,352	2,990	0.5%	Business Services
GD General Dynamics	$588,637	2,234	0.5%	Aerospace
NVDA NVIDIA	$581,073	4,327	0.5%	Computer and Technology
GLD SPDR Gold Shares	$564,163	2,330	0.5%	Finance
LMT Lockheed Martin	$505,294	1,040	0.4%	Aerospace
JNJ Johnson & Johnson	$502,958	3,478	0.4%	Medical
HON Honeywell International	$485,212	2,148	0.4%	Multi-Sector Conglomerates
PG Procter & Gamble	$475,035	2,833	0.4%	Consumer Staples
GOOGL Alphabet	$472,493	2,496	0.4%	Computer and Technology
CAT Caterpillar	$457,896	1,262	0.4%	Industrial Products
MCD McDonald's	$453,678	1,565	0.4%	Retail/Wholesale
AEP American Electric Power	$418,724	4,540	0.4%	Utilities
VIG Vanguard Dividend Appreciation ETF	$413,397	2,111	0.4%	ETF
COST Costco Wholesale	$393,080	429	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$352,804	457	0.3%	Medical
NFLX Netflix	$351,180	394	0.3%	Consumer Discretionary
IVE iShares S&P 500 Value ETF	$327,741	1,717	0.3%	ETF
WMT Walmart	$325,621	3,604	0.3%	Retail/Wholesale
XOM Exxon Mobil	$321,204	2,986	0.3%	Oils/Energy
BDX Becton, Dickinson and Company	$310,812	1,370	0.3%	Medical
MGK Vanguard Mega Cap Growth ETF	$299,110	871	0.3%	ETF
ALNY Alnylam Pharmaceuticals	$294,138	1,250	0.3%	Medical
VTI Vanguard Total Stock Market ETF	$284,883	983	0.3%	ETF
PNC The PNC Financial Services Group	$280,665	1,455	0.2%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$277,412	3,156	0.2%	ETF
MRK Merck & Co., Inc.	$274,226	2,757	0.2%	Medical
D Dominion Energy	$269,839	5,010	0.2%	Utilities
META Meta Platforms	$252,484	431	0.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$246,370	1,115	0.2%	Finance
PEP PepsiCo	$246,185	1,619	0.2%	Consumer Staples
GILD Gilead Sciences	$229,078	2,480	0.2%	Medical
QCOM QUALCOMM	$222,442	1,448	0.2%	Computer and Technology
CVX Chevron	$218,997	1,512	0.2%	Oils/Energy
BAC Bank of America	$214,757	4,886	0.2%	Finance
KMB Kimberly-Clark	$206,388	1,575	0.2%	Consumer Staples
SO Southern	$204,154	2,480	0.2%	Utilities
LINDE PLC F	$200,962	480	0.2%	FOREIGN ORDINARIES
NOW ServiceNow	$188,701	178	0.2%	Computer and Technology
FI Fiserv	$171,731	836	0.2%	Business Services
AVGO Broadcom	$171,562	740	0.2%	Computer and Technology
LUV Southwest Airlines	$154,717	4,602	0.1%	Transportation
SCCO Southern Copper	$151,185	1,659	0.1%	Basic Materials
BA Boeing	$149,409	844	0.1%	Aerospace
T AT&T	$149,030	6,545	0.1%	Computer and Technology
MMM 3M	$146,388	1,134	0.1%	Multi-Sector Conglomerates
XLK Technology Select Sector SPDR Fund	$139,512	600	0.1%	ETF
NBIX Neurocrine Biosciences	$136,500	1,000	0.1%	Medical
USB U.S. Bancorp	$135,072	2,824	0.1%	Finance
SCHD Schwab US Dividend Equity ETF	$134,005	4,905	0.1%	ETF
TXN Texas Instruments	$132,195	705	0.1%	Computer and Technology
ACN Accenture	$131,218	373	0.1%	Computer and Technology
IBM International Business Machines	$124,644	567	0.1%	Computer and Technology
CEG Constellation Energy	$122,369	547	0.1%	Oils/Energy
NEM Newmont	$121,709	3,270	0.1%	Basic Materials
AMD Advanced Micro Devices	$119,582	990	0.1%	Computer and Technology
ORCL Oracle	$116,648	700	0.1%	Computer and Technology
DVY iShares Select Dividend ETF	$115,798	882	0.1%	ETF
NOC Northrop Grumman	$113,099	241	0.1%	Aerospace
ADBE Adobe	$112,504	253	0.1%	Computer and Technology
ELV Elevance Health	$110,670	300	0.1%	Medical
SOXX iShares Semiconductor ETF	$109,900	510	0.1%	ETF
EMR Emerson Electric	$109,596	884	0.1%	Industrial Products
F Ford Motor	$107,484	10,857	0.1%	Auto/Tires/Trucks
AVUV Avantis U.S. Small Cap Value ETF	$106,183	1,100	0.1%	ETF
EIX Edison International	$103,792	1,300	0.1%	Utilities
QQQ Invesco QQQ	$102,246	200	0.1%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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

About Crowley Wealth Management, Inc.

Investment Activity

Largest Holdings

Sector Allocation

Latest 13F Holdings

More Institutional Buying and Selling Information

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

About Crowley Wealth Management, Inc.

Investment Activity

Largest Holdings

Sector Allocation

Map of 500 Largest Holdings ofCrowley Wealth Management, Inc.

Latest 13F Holdings

More Institutional Buying and Selling Information

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Best-in-Class Portfolio Monitoring

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