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 Companies Only

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%
$3.95T
$5.19 Billion 4.72% of portfolio
10,428
Q2 2025 Added 0.28%
$1.08T
$5.15 Billion 4.69% of portfolio
16,207
Q2 2025 Reduced 0.37%
$152B
$4.99 Billion 4.54% of portfolio
22,503
Q2 2025 Reduced 0.57%
$859B
$4.91 Billion 4.47% of portfolio
16,922
Q2 2025 Reduced 3.56%
$351B
$4.69 Billion 4.27% of portfolio
25,260
Q2 2025 Reduced 0.19%
$405B
$4.1 Billion 3.73% of portfolio
11,190
Q2 2025 Reduced 0.92%
$207B
$3.71 Billion 3.37% of portfolio
29,884
Q2 2025 Reduced 3.13%
$142B
$2.78 Billion 2.53% of portfolio
7,026
Q1 2025 Reduced 1.4%
$152B
$2.75 Billion 2.5% of portfolio
9,835
Q2 2025 Reduced 0.19%
$229B
$2.54 Billion 2.31% of portfolio
18,698
Q1 2025 Reduced 2.3%
$2.26T
$2.51 Billion 2.28% of portfolio
11,429
Q2 2025 Added 0.88%
$621B
$2.22 Billion 2.02% of portfolio
4,568
Q1 2025 Reduced 3.06%
$60B
$2.05 Billion 1.87% of portfolio
9,021
Q2 2025 Reduced 0.76%
$551B
$1.42 Billion 1.29% of portfolio
3,994
Q2 2025 Reduced 5.09%
$229B
$1.29 Billion 1.18% of portfolio
8,865
Q2 2025 Reduced 1.9%
$95.8B
$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%
$56.3B
$889 Million 0.81% of portfolio
2,715
Q2 2025 Reduced 1.27%
$63.8B
$886 Million 0.81% of portfolio
8,774
Q2 2025 Reduced 28.43%
$456B
$868 Million 0.79% of portfolio
5,497
Q2 2025 Added 1.99%
$153B
$804 Million 0.73% of portfolio
1,581
Q2 2025 Reduced 3.07%
$86.2B
$647 Million 0.59% of portfolio
2,219
Q2 2025 Reduced 0.67%
$36.8B
$638 Million 0.58% of portfolio
6,354
Q2 2025 Reduced 5.92%
$18.6B
$617 Million 0.56% of portfolio
4,910
Q2 2025 Reduced 7.27%
$95.6B
$593 Million 0.54% of portfolio
2,590
Q1 2025 Reduced 13.38%
$141B
$596 Million 0.54% of portfolio
8,589
Q2 2025 Reduced 3.37%
$545B
$548 Million 0.5% of portfolio
409
Q1 2025 Added 3.81%
$39.2B
$535 Million 0.49% of portfolio
1,610
Q2 2025 Reduced 62.51%
$452B
$534 Million 0.49% of portfolio
3,496
Q2 2025 Added 0.06%
$146B
$491 Million 0.45% of portfolio
2,109
Q2 2025 Reduced 2.32%
$222B
$488 Million 0.44% of portfolio
1,670
Q2 2025 Added 6.37%
$368B
$466 Million 0.42% of portfolio
2,925
Q2 2025 Added 5.63%
$1.21T
$446 Million 0.41% of portfolio
2,532
Q1 2025 Added 1.44%
$439B
$428 Million 0.39% of portfolio
432
Q1 2025 Added 0.7%
$57.5B
$425 Million 0.39% of portfolio
4,100
Q2 2025 Reduced 6.82%
$113B
$422 Million 0.38% of portfolio
911
Q2 2025 Added 8.32%
$52.9B
$408 Million 0.37% of portfolio
1,250
Q4 2024 New
$218B
$410 Million 0.37% of portfolio
1,057
Q2 2025 Reduced 7.44%
$608B
$356 Million 0.32% of portfolio
457
Q4 2024 New
$442B
$323 Million 0.29% of portfolio
3,000
Q1 2025 Added 0.47%
$281B
$317 Million 0.29% of portfolio
3,237
Q2 2025 Added 0.25%
$77.3B
$272 Million 0.25% of portfolio
1,459
Q2 2025 Added 0.14%
$150B
$275 Million 0.25% of portfolio
2,480
Q4 2024 New
$127B
$262 Million 0.24% of portfolio
950
Q2 2025 Reduced 9.52%
$173B
$231 Million 0.21% of portfolio
1,448
Q4 2024 New
$381B
$234 Million 0.21% of portfolio
4,936
Q2 2025 Added 0.12%
$55.6B
$229 Million 0.21% of portfolio
1,330
Q1 2025 Reduced 2.92%
$1.78T
$233 Million 0.21% of portfolio
315
Q1 2025 Reduced 26.91%

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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