Crowley Wealth Management, Inc. Portfolio Holdings

Crowley Wealth Management, Inc.

  • $105 Billion
  • Q1 2025

Crowley Wealth Management, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 416 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $11B, Abb Vie Inc. with a value of $5.3B, Lowes Companies Inc with a value of $5.28B, Jpmorgan Chase & CO with a value of $4.3B, and Tesla, Inc. with a value of $4.22B.

Examining the 13F form we can see an decrease of $8.45B in the current position value, from $113B to 105B.

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 $105 Billion
Healthcare: $18.6 Billion
ETFs: $17.6 Billion
Technology: $17.4 Billion
Consumer Cyclical: $16.5 Billion
Industrials: $11.3 Billion
Financial Services: $10.4 Billion
Communication Services: $5.44 Billion
Utilities: $3.68 Billion
Other: $3.54 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.4 Million 0.01% of portfolio
200
Q4 2024 New
$0
$0 0.0% of portfolio
6,100
Q4 2024 New
$0
$0 0.0% of portfolio
20
Q1 2025 New
$0
$46,000 0.0% of portfolio
2,500
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 416
  • Current Value $105 Billion
  • Prior Value $113 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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