Crowley Wealth Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055836

Type: FundHoldings: 416Value: $105.0MLatest: 2025Q1

CROWLEY WEALTH MANAGEMENT, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 416 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NUVL",
  "EWTX",
  "SPSC",
  "RVMD",
  "MPWR",
  "POOL",
  null,
  null,
  "TROW",
  "RJF",
  "MOS",
  "ENTG",
  "AKAM",
  "EXAS",
  "AAXJ",
  "PCG",
  "BCE",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  null,
  "GOOGL",
  null,
  "ALNY",
  "VDE",
  null,
  "AXP",
  "GDXJ",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CP.TO",
  "BIDU",
  "WRB",
  "CCI",
  "CMI",
  "LNC",
  null,
  "DUK",
  "D",
  "EBAY",
  null,
  "EQNR",
  "EOG",
  "FFIV",
  null,
  null,
  "LWLG",
  null,
  "NUVB",
  "ADEA",
  "SNDX",
  null,
  "GD",
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  "FBIN",
  "UNP",
  "ARTNA",
  "EXFY",
  "QCOM",
  "SWBI",
  "SCCO",
  null,
  "ISRG",
  "TARS",
  null,
  null,
  null,
  "ITW",
  "AMAT",
  "IIPR",
  "RIVN",
  "EMR",
  null,
  "NBIX",
  "META",
  "MNKD",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "LHX",
  "LRCX",
  "LIN",
  "MMC",
  "MA",
  "EXEL",
  "MDT",
  "MSFT",
  "MDLZ",
  "CIFR",
  "MS",
  "EXC",
  "GE",
  "GPC",
  "INCY",
  "NVS",
  "ODFL",
  "SMR",
  "HSY",
  "FAST",
  "IJR",
  "ANET",
  "KLAC",
  "ORCL",
  "NOC",
  "PAYX",
  "DOC",
  null,
  null,
  null,
  null,
  "PYPL",
  "PEP",
  "PNC",
  "HTGC",
  "IVV",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "PSTG",
  "KEYS",
  "AMGN",
  null,
  "REGN",
  "ROK",
  "IEFA",
  null,
  "NOW",
  "SRE",
  "SHEL",
  "RTX",
  "GLD",
  "SAP",
  "SPYG",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TXN",
  "TGT",
  "TMO",
  "TFC",
  "TRV",
  "UBER",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "HL",
  "VV",
  "MRNA",
  "MSEX",
  "SCHW",
  "MNST",
  null,
  null,
  "VWO",
  "COGT",
  "NGG",
  "EXP",
  "EPRT",
  "EME",
  "VIG",
  "TOST",
  "ANIX",
  null,
  "XLB",
  "SU",
  "WY",
  "MTD",
  "PATH",
  null,
  "GGG",
  null,
  "RMD",
  null,
  null,
  "VTR",
  null,
  "GRWG",
  "DD",
  "EA",
  "EW",
  "VRSK",
  "MUR",
  "SAIA",
  "RRC",
  "SEIC",
  "LITE",
  "MAT",
  "WTS",
  "AMD",
  "SONY",
  "AVB",
  "FI",
  "DLTR",
  "F",
  "GNRC",
  "DECK",
  "DEO",
  "WM",
  null,
  "CAH",
  "AEP",
  "CMPS",
  "FCF",
  "INO",
  "KURA",
  null,
  "IEX",
  "NVO",
  "AMZN",
  null,
  "TTWO",
  null,
  "IVE",
  "LCID",
  "PFG",
  "SIRI",
  "LUV",
  null,
  "SBRA",
  null,
  "KD",
  "EGP",
  null,
  "ACM",
  "VGT",
  null,
  "USB",
  "ESGV",
  "VUG",
  "VEA",
  "MGK",
  null,
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WAT",
  "WFC",
  "WST",
  "WELL",
  "WMB",
  "WSFS",
  null,
  "YORW",
  "YUM",
  "SOLV",
  "GNTX",
  "MTB",
  "JHG",
  "SCHD",
  "BIIB",
  "DVY",
  "SCHF",
  "SCHA",
  "JKHY",
  "EIX",
  "INFY",
  "JCI",
  "NXPI",
  null,
  "TER",
  "SO",
  "TAK",
  "TRMB",
  "OTIS",
  "SW",
  "PSX",
  "CRM",
  "TDY",
  "SYY",
  "TFX",
  "SPOT",
  null,
  null,
  "PBI",
  null,
  "UHS",
  "GEV",
  "ZBH",
  "ZM",
  "DGRO",
  "SPYV",
  "NRG",
  "FDX",
  "STE",
  "KMB",
  "ADP",
  "BALL",
  "BAC",
  null,
  "BK",
  "BRK-B",
  "BDX",
  "BJ",
  "BCRX",
  "BXC",
  "BPMC",
  "BA",
  "BAH",
  null,
  "BMY",
  "BF-A",
  "BFLY",
  "CARR",
  "CCL",
  "CAVA",
  "CC",
  "CVX",
  "CB",
  "CSCO",
  "CFG",
  "CLSK",
  "KO",
  "CMCSA",
  "COP",
  "COO",
  "CEG",
  "CPRT",
  "ED",
  "COST",
  "CTVA",
  "CRH",
  "CR",
  "CVS",
  "CSX",
  "DHR",
  "DELL",
  "DE",
  "DNTH",
  "DVN",
  "DAL",
  "DLR",
  null,
  "NEE",
  "MAR",
  "STT",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "XLK",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 416
Total Value: 104951026
Accession Number: 0002055836-25-000003
Form Type: 13F-HR
CIK: crowley-wealth-management
Manager Name: Crowley-Wealth-Management

Data Enrichment

82% identified

342 identified74 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

416 positions • $105.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 21

Sort by:

Apple Inc.

AAPL|037833100

Shares:49.5K

Value:$11.0M

% of Portfolio:10.5% ($11.0M/$105.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:25.3K

Value:$5.3M

% of Portfolio:5.1% ($5.3M/$105.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:22.6K

Value:$5.3M

% of Portfolio:5.0% ($5.3M/$105.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:17.5K

Value:$4.3M

% of Portfolio:4.1% ($4.3M/$105.0M)

Tesla, Inc.

TSLA|88160R101

Shares:16.3K

Value:$4.2M

% of Portfolio:4.0% ($4.2M/$105.0M)

HOME DEPOT, INC.

HD|437076102

Shares:11.3K

Value:$4.1M

% of Portfolio:3.9% ($4.1M/$105.0M)

74347R107

Shares:48.8K

Value:$4.0M

% of Portfolio:3.8% ($4.0M/$105.0M)

MICROSOFT CORP

MSFT|594918104

Shares:10.4K

Value:$3.9M

% of Portfolio:3.7% ($3.9M/$105.0M)

74347R206

Shares:43.6K

Value:$3.9M

% of Portfolio:3.7% ($3.9M/$105.0M)

AMGEN INC

AMGN|031162100

Shares:9.9K

Value:$3.1M

% of Portfolio:2.9% ($3.1M/$105.0M)

Walt Disney Co

DIS|254687106

Shares:30.9K

Value:$3.0M

% of Portfolio:2.9% ($3.0M/$105.0M)

STRYKER CORP

SYK|863667101

Shares:7.0K

Value:$2.6M

% of Portfolio:2.5% ($2.6M/$105.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:18.7K

Value:$2.5M

% of Portfolio:2.4% ($2.5M/$105.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.6K

Value:$2.4M

% of Portfolio:2.3% ($2.4M/$105.0M)

74347R842

Shares:69.2K

Value:$2.3M

% of Portfolio:2.2% ($2.3M/$105.0M)

FEDEX CORP

FDX|31428X106

Shares:9.1K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$105.0M)

AMAZON COM INC

AMZN|023135106

Shares:11.3K

Value:$2.2M

% of Portfolio:2.1% ($2.2M/$105.0M)

VISA INC.

V|92826C839

Shares:4.2K

Value:$1.5M

% of Portfolio:1.4% ($1.5M/$105.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.5K

Value:$1.4M

% of Portfolio:1.3% ($1.4M/$105.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:12.3K

Value:$1.3M

% of Portfolio:1.3% ($1.3M/$105.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	49.5K	QoQ -0.52% (-263) YoY-	All Managers (Combined)	$11.0M	10.5% ($11.0M/$105.0M)	QoQ -11.76% (-$1.5M) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	25.3K	QoQ -2.12% (-549) YoY-	All Managers (Combined)	$5.3M	5.1% ($5.3M/$105.0M)	QoQ +15.40% (-$707.8K) YoY-
LOWES COMPANIES INC(LOWcusip548661107)	22.6K	QoQ -1.21% (-279) YoY-	All Managers (Combined)	$5.3M	5.0% ($5.3M/$105.0M)	QoQ -6.64% (-$375.8K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	17.5K	QoQ -1.34% (-239) YoY-	All Managers (Combined)	$4.3M	4.1% ($4.3M/$105.0M)	QoQ +0.95% (-$40.7K) YoY-
Tesla, Inc.(TSLAcusip88160R101)	16.3K	QoQ +1.33% (-214) YoY-	All Managers (Combined)	$4.2M	4.0% ($4.2M/$105.0M)	QoQ -34.97% (-$2.3M) YoY-
HOME DEPOT, INC.(HDcusip437076102)	11.3K	QoQ -0.90% (-103) YoY-	All Managers (Combined)	$4.1M	3.9% ($4.1M/$105.0M)	QoQ -6.63% (-$294.2K) YoY-
(cusip74347R107)✕	48.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.0M	3.8% ($4.0M/$105.0M)	QoQ -10.51% (-$474.4K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	10.4K	QoQ -2.18% (-232) YoY-	All Managers (Combined)	$3.9M	3.7% ($3.9M/$105.0M)	QoQ -12.88% (-$577.3K) YoY-
(cusip74347R206)✕	43.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.9M	3.7% ($3.9M/$105.0M)	QoQ -17.88% (-$843.2K) YoY-
AMGEN INC(AMGNcusip031162100)	9.9K	QoQ -1.62% (-163) YoY-	All Managers (Combined)	$3.1M	2.9% ($3.1M/$105.0M)	QoQ +17.58% (-$459.1K) YoY-
Walt Disney Co(DIScusip254687106)	30.9K	QoQ -5.71% (-1.9K) YoY-	All Managers (Combined)	$3.0M	2.9% ($3.0M/$105.0M)	QoQ -16.42% (-$598.4K) YoY-
STRYKER CORP(SYKcusip863667101)	7.0K	QoQ -1.40% (-100) YoY-	All Managers (Combined)	$2.6M	2.5% ($2.6M/$105.0M)	QoQ +1.93% (-$49.7K) YoY-
ABBOTT LABORATORIES(ABTcusip002824100)	18.7K	QoQ -2.29% (-440) YoY-	All Managers (Combined)	$2.5M	2.4% ($2.5M/$105.0M)	QoQ +14.57% (-$315.6K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.6K	QoQ -3.05% (-144) YoY-	All Managers (Combined)	$2.4M	2.3% ($2.4M/$105.0M)	QoQ +13.90% (-$297.0K) YoY-
(cusip74347R842)✕	69.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3M	2.2% ($2.3M/$105.0M)	QoQ -20.09% (-$582.0K) YoY-
FEDEX CORP(FDXcusip31428X106)	9.1K	QoQ -2.67% (-250) YoY-	All Managers (Combined)	$2.2M	2.1% ($2.2M/$105.0M)	QoQ -15.66% (-$411.7K) YoY-
AMAZON COM INC(AMZNcusip023135106)	11.3K	QoQ -3.02% (-353) YoY-	All Managers (Combined)	$2.2M	2.1% ($2.2M/$105.0M)	QoQ -15.89% (-$407.5K) YoY-
VISA INC.(Vcusip92826C839)	4.2K	QoQ -2.32% (-100) YoY-	All Managers (Combined)	$1.5M	1.4% ($1.5M/$105.0M)	QoQ +8.31% (-$113.3K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.5K	QoQ +0.07% (-2) YoY-	All Managers (Combined)	$1.4M	1.3% ($1.4M/$105.0M)	QoQ -4.47% (-$65.8K) YoY-
UNITED PARCEL SERVICE INC(UPScusip911312106)	12.3K	QoQ -6.54% (-858) YoY-	All Managers (Combined)	$1.3M	1.3% ($1.3M/$105.0M)	QoQ -18.48% (-$305.7K) YoY-