Crowley Wealth Management, Inc. Portfolio Holdings

Crowley Wealth Management, Inc.

  • $110 Billion
  • Q2 2025

Crowley Wealth Management, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 403 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10B, Microsoft Corp with a value of $5.19B, Tesla, Inc. with a value of $5.15B, Proshares Ultra Qqq with a value of $5.13B, and Lowes Companies Inc with a value of $4.99B.

Examining the 13F form we can see an increase of $4.91B in the current position value, from $105B to 110B.

Crowley Wealth Management, Inc. is based out at Wilmington, DE

Below you can find more details about Crowley Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $110 Billion
ETFs: $22.1 Billion
Technology: $18.2 Billion
Consumer Cyclical: $17.4 Billion
Healthcare: $16.8 Billion
Financial Services: $10.7 Billion
Industrials: $10.5 Billion
Communication Services: $6.39 Billion
Utilities: $3.53 Billion
Other: $3.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$10 Billion 9.13% of portfolio
48,867
Q2 2025 Reduced 1.35%
$3.89T
$5.19 Billion 4.72% of portfolio
10,428
Q2 2025 Added 0.28%
$1.04T
$5.15 Billion 4.69% of portfolio
16,207
Q2 2025 Reduced 0.37%
$0
$5.13 Billion 4.67% of portfolio
43,555
Q4 2024 New
$150B
$4.99 Billion 4.54% of portfolio
22,503
Q2 2025 Reduced 0.57%
$847B
$4.91 Billion 4.47% of portfolio
16,922
Q2 2025 Reduced 3.56%
$0
$4.76 Billion 4.34% of portfolio
48,749
Q2 2025 Reduced 0.01%
$350B
$4.69 Billion 4.27% of portfolio
25,260
Q2 2025 Reduced 0.19%
$397B
$4.1 Billion 3.73% of portfolio
11,190
Q2 2025 Reduced 0.92%
$205B
$3.71 Billion 3.37% of portfolio
29,884
Q2 2025 Reduced 3.13%
$143B
$2.78 Billion 2.53% of portfolio
7,026
Q1 2025 Reduced 1.4%
$154B
$2.75 Billion 2.5% of portfolio
9,835
Q2 2025 Reduced 0.19%
$0
$2.61 Billion 2.37% of portfolio
69,200
Q4 2024 New
$235B
$2.54 Billion 2.31% of portfolio
18,698
Q1 2025 Reduced 2.3%
$2.27T
$2.51 Billion 2.28% of portfolio
11,429
Q2 2025 Added 0.88%
$606B
$2.22 Billion 2.02% of portfolio
4,568
Q1 2025 Reduced 3.06%
$0
$1.76 Billion 1.6% of portfolio
2,848
Q2 2025 Added 13.51%
$551B
$1.42 Billion 1.29% of portfolio
3,994
Q2 2025 Reduced 5.09%
$228B
$1.29 Billion 1.18% of portfolio
8,865
Q2 2025 Reduced 1.9%
$1.23T
$1.13 Billion 1.03% of portfolio
6,391
Q2 2025 Reduced 7.91%
$96.5B
$1.03 Billion 0.94% of portfolio
8,681
Q2 2025 Added 0.29%
$548B
$955 Million 0.87% of portfolio
1,699
Q2 2025 Reduced 1.85%
$0
$911 Million 0.83% of portfolio
14,243
Q2 2025 Added 4.82%
$54.6B
$889 Million 0.81% of portfolio
2,715
Q2 2025 Reduced 1.27%
$63.2B
$886 Million 0.81% of portfolio
8,774
Q2 2025 Reduced 28.43%
$455B
$868 Million 0.79% of portfolio
5,497
Q2 2025 Added 1.99%
$154B
$804 Million 0.73% of portfolio
1,581
Q2 2025 Reduced 3.07%
$108B
$674 Million 0.61% of portfolio
2,210
Q2 2025 Added 1.38%
$86.2B
$647 Million 0.59% of portfolio
2,219
Q2 2025 Reduced 0.67%
$0
$650 Million 0.59% of portfolio
10,475
Q2 2025 Added 3.34%
$37B
$638 Million 0.58% of portfolio
6,354
Q2 2025 Reduced 5.92%
$18.8B
$617 Million 0.56% of portfolio
4,910
Q2 2025 Reduced 7.27%
$96.5B
$593 Million 0.54% of portfolio
2,590
Q1 2025 Reduced 13.38%
$142B
$596 Million 0.54% of portfolio
8,589
Q2 2025 Reduced 3.37%
$539B
$548 Million 0.5% of portfolio
409
Q1 2025 Added 3.81%
$0
$542 Million 0.49% of portfolio
1,782
Q2 2025 Added 98.66%
$38.5B
$535 Million 0.49% of portfolio
1,610
Q2 2025 Reduced 62.51%
$453B
$534 Million 0.49% of portfolio
3,496
Q2 2025 Added 0.06%
$0
$509 Million 0.46% of portfolio
2,489
Q2 2025 Added 16.8%
$145B
$491 Million 0.45% of portfolio
2,109
Q2 2025 Reduced 2.32%
$225B
$488 Million 0.44% of portfolio
1,670
Q2 2025 Added 6.37%
$364B
$466 Million 0.42% of portfolio
2,925
Q2 2025 Added 5.63%
$1.2T
$446 Million 0.41% of portfolio
2,532
Q1 2025 Added 1.44%
$434B
$428 Million 0.39% of portfolio
432
Q1 2025 Added 0.7%
$57.8B
$425 Million 0.39% of portfolio
4,100
Q2 2025 Reduced 6.82%
$112B
$422 Million 0.38% of portfolio
911
Q2 2025 Added 8.32%
$54B
$408 Million 0.37% of portfolio
1,250
Q4 2024 New
$220B
$410 Million 0.37% of portfolio
1,057
Q2 2025 Reduced 7.44%
$594B
$356 Million 0.32% of portfolio
457
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 403
  • Current Value $110 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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