Crowley Wealth Management, Inc. Portfolio Holdings by Sector
Crowley Wealth Management, Inc.
- $126 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QLD SSO UWM SPY DGRO GLD VIG IJH 86 stocks |
$26.9 Million
21.55% of portfolio
|
30
|
1
|
7
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$13 Million
10.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN BIIB JNJ LLY GILD MRK NVS 12 stocks |
$10.9 Million
8.76% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$10.2 Million
8.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F RIVN 3 stocks |
$7.27 Million
5.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE FFIV AKAM SQ PANW TOST 11 stocks |
$5.85 Million
4.69% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$5.62 Million
4.5% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT ZBH MDT EW BFLY STE 7 stocks |
$5.26 Million
4.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$3.75 Million
3.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK NEE ED AEP EXC SO D PCG 9 stocks |
$3.53 Million
2.83% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD LMT BA NOC LHX 6 stocks |
$3.12 Million
2.5% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS PBI 3 stocks |
$2.79 Million
2.24% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$2.53 Million
2.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT BIDU 5 stocks |
$2.49 Million
1.99% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF PYPL 4 stocks |
$2.37 Million
1.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.3 Million
1.84% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI ROK GE EMR ETN SIEGY OTIS SMR 12 stocks |
$2.17 Million
1.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN AMD INTC MRVL MPWR 8 stocks |
$2 Million
1.6% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ALNY NUVB EXEL ERAS SMMT NUVL REGN TARS 18 stocks |
$1.3 Million
1.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.25 Million
1.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DLTR BJ 5 stocks |
$805,006
0.64% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$741,008
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB UL 3 stocks |
$646,781
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$643,073
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SU EQNR SHEL 5 stocks |
$632,479
0.51% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$571,950
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$534,125
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB FCF WSFS MTB TFC 6 stocks |
$482,989
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW UBER SAP CRM INTU ADEA RPMT CLSK 8 stocks |
$374,203
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV ACN KD JKHY INFY 6 stocks |
$364,350
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG RMD BAX 4 stocks |
$325,869
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$263,539
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA 3 stocks |
$257,035
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK STT HTGC JHG DNP BST SEIC BXSL 8 stocks |
$254,317
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$230,349
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX TAK ZTS TCNNF CURLF 5 stocks |
$212,831
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$187,156
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$150,643
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV DAL 2 stocks |
$146,292
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR JCI FBHS BXC 4 stocks |
$145,039
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM HL 2 stocks |
$141,189
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB ET EPD KMI 4 stocks |
$129,501
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB CB TRV 3 stocks |
$128,675
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO A EXAS MTD WAT 6 stocks |
$127,839
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP MUR RRC DVN 5 stocks |
$121,610
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CVS 2 stocks |
$110,883
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT CCI WY 4 stocks |
$103,943
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
MSEX YORW ARTNA AWK 4 stocks |
$94,074
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD CC LWLG APD 4 stocks |
$93,580
0.07% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG 2 stocks |
$87,838
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU LNC MET 3 stocks |
$85,485
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX 2 stocks |
$76,481
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$65,872
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP PLD IIPR 3 stocks |
$65,600
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$64,227
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$61,889
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS GS RJF CIFR 4 stocks |
$52,422
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$50,993
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE LITE 3 stocks |
$45,947
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR WELL PEAK SBRA 4 stocks |
$41,958
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC TER ENTG 5 stocks |
$39,609
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB KEYS TDY 3 stocks |
$39,202
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB 1 stocks |
$38,634
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
FNMAT 1 stocks |
$28,260
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L EXP 2 stocks |
$28,175
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$27,837
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
EPRT 1 stocks |
$26,189
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
ACM EME 2 stocks |
$26,066
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$24,501
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$21,616
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC GRWG 2 stocks |
$15,856
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ABB PLUG 2 stocks |
$15,182
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB CCL 2 stocks |
$11,390
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
UHS CMPS 2 stocks |
$10,394
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$6,203
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Other Industrial Metals & Mining | Basic Materials
UAMY 1 stocks |
$6,200
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST POOL 2 stocks |
$5,752
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC BRO 2 stocks |
$4,617
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
VRSK BAH 2 stocks |
$4,417
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$3,239
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$2,525
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$2,252
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GNTX 1 stocks |
$1,981
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$1,825
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$1,619
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|