CROWLEY WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0002055836 · WILMINGTON, DE
As of Sep 30, 2025, CROWLEY WEALTH MANAGEMENT, INC. reported 437 positions worth
CIK 0002055836 · WILMINGTON, DE
As of Sep 30, 2025, CROWLEY WEALTH MANAGEMENT, INC. reported 437 positions worth
23.5M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 51,146 | 3.0M | 10.54% |
| TESLA INC | TSLA | Consumer Cyclical | 16,041 | $7.1M | 5.77% |
| PROSHARES ULTRA QQQ | QLD | — | 44,870 | $6.2M | 4.98% |
| ABBVIE INC | ABBV | Equity | 25,371 | $5.9M | 4.76% |
| LOWES COMPANIES INC | LOW | Consumer Cyclical | 22,445 | $5.6M | 4.57% |
| PROSHARES ULTRA S&P500 | SSO | — | 50,264 | $5.6M | 4.56% |
| MICROSOFT CORP | MSFT | Technology | 10,560 | $5.5M | 4.43% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,763 | $5.3M | 4.28% |
| HOME DEPOT INC | HD | Consumer Cyclical | 11,190 | $4.5M | 3.67% |
| PROSHARES ULTRA RUSSELL2000 | UWM | — | 71,360 | $3.3M | 2.68% |
| WALT DISNEY CO | DIS | Communication Services | 28,500 | $3.3M | 2.64% |
| AMGEN INC | AMGN | Healthcare | 9,755 | $2.8M | 2.23% |
| STRYKER CORP | SYK | Healthcare | 7,026 | $2.6M | 2.10% |
| AMAZON.COM INC | AMZN | Equity | 11,429 | $2.5M | 2.03% |
| ABBOTT LABORATORIES | ABT | Healthcare | 18,698 | $2.5M | 2.03% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 4,568 | $2.3M | 1.86% |
| FEDEX CORP | FDX | Industrials | 8,821 | $2.1M | 1.68% |
| SPDR S&P 500 ETF TRUST | SPY | — | 3,023 | $2.0M | 1.63% |
| ALPHABET INC | GOOG | Equity | 6,332 | .5M | 1.25% |
| RTX CORP | RTX | Equity | 8,940 | .5M | 1.21% |
| VISA INC-CLASS A SHARES | V | Financial Services | 3,994 | .4M | 1.10% |
| CUMMINS INC | CMI | Industrials | 2,715 | .1M | 0.93% |
| NVIDIA CORP | NVDA | Technology | 6,106 | .1M | 0.92% |
| DUKE ENERGY CORP | DUK | Utilities | 9,166 | .1M | 0.92% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 15,278 | .0M | 0.84% |