Crowley Wealth Management, Inc. Portfolio Holdings by Sector
Crowley Wealth Management, Inc.
- $110 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QLD SSO UWM SPY DGRO GLD IJH VIG 81 stocks |
$21.5 Million
19.72% of portfolio
|
20
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$10 Million
9.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AMGN BIIB JNJ LLY GILD MRK NVS 12 stocks |
$9.59 Million
8.79% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$9.1 Million
8.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL ADBE FFIV AKAM SQ TOST PATH 10 stocks |
$5.51 Million
5.05% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT ZBH EW MDT BFLY STE 7 stocks |
$5.47 Million
5.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F RIVN LCID 4 stocks |
$5.28 Million
4.83% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$5.21 Million
4.77% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$4.25 Million
3.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK ED NEE AEP SO D EXC PCG 9 stocks |
$3.22 Million
2.95% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS PBI 3 stocks |
$2.94 Million
2.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD LMT BA NOC LHX SWBI 7 stocks |
$2.69 Million
2.46% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$2.52 Million
2.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA PYPL 3 stocks |
$2.38 Million
2.18% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.22 Million
2.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI ROK GE EMR ETN SIEGY OTIS SMR 12 stocks |
$1.86 Million
1.71% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META SPOT BIDU 5 stocks |
$1.86 Million
1.7% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM TXN AMD INTC MRVL MPWR 8 stocks |
$1.65 Million
1.51% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$1.21 Million
1.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ALNY NUVB EXEL NUVL REGN BPMC BCRX MRNA 18 stocks |
$899,530
0.82% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT BJ DLTR 5 stocks |
$822,141
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB UL LRLCY 4 stocks |
$682,440
0.63% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$640,035
0.59% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SU EQNR SHEL 5 stocks |
$596,453
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$592,644
0.54% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$541,603
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM 2 stocks |
$513,832
0.47% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC USB FCF WSFS MTB TFC 6 stocks |
$451,582
0.41% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV ACN KD JKHY INFY 6 stocks |
$426,155
0.39% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW UBER SAP CRM INTU RPMT ADEA CLSK 8 stocks |
$394,102
0.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG RMD 3 stocks |
$320,820
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ CMCSA 3 stocks |
$261,533
0.24% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO MNST 3 stocks |
$251,629
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$208,826
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BK STT HTGC JHG SEIC BXSL PFG 7 stocks |
$207,070
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
NBIX TAK ZTS TCNNF CURLF 5 stocks |
$201,748
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$164,083
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR JCI FBHS BXC 4 stocks |
$159,251
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
LUV DAL 2 stocks |
$151,264
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$149,428
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB ET EPD KMI 4 stocks |
$131,393
0.12% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV CVS 2 stocks |
$129,449
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB CB TRV 3 stocks |
$125,374
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO A EXAS MTD WAT 6 stocks |
$120,095
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP MUR RRC DVN 5 stocks |
$119,133
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
DLR AMT CCI WY 4 stocks |
$110,886
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
MSEX YORW ARTNA AWK 4 stocks |
$95,780
0.09% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM HL 2 stocks |
$94,545
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU LNC MET 3 stocks |
$85,894
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
DD CC APD LWLG 4 stocks |
$82,812
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX 2 stocks |
$81,287
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL PSTG IONQ QUBT QBTS 5 stocks |
$72,543
0.07% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP PLD IIPR 3 stocks |
$62,935
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA MOS 2 stocks |
$61,636
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$60,592
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$54,282
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO HPE LITE 3 stocks |
$41,337
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$41,085
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AVB 1 stocks |
$40,700
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS RJF CIFR 3 stocks |
$40,693
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$39,376
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR WELL PEAK SBRA 4 stocks |
$37,682
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB KEYS TDY 3 stocks |
$36,374
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC TER ENTG 5 stocks |
$32,889
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
EPRT 1 stocks |
$28,081
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH 1 stocks |
$26,142
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
ACM EME 2 stocks |
$22,278
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CRH.L EXP 2 stocks |
$21,998
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$19,183
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC GRWG 2 stocks |
$13,857
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB CCL 2 stocks |
$12,076
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ABB 1 stocks |
$11,934
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
UHS CMPS 2 stocks |
$9,142
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$6,555
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Consulting Services | Industrials
VRSK BAH 2 stocks |
$5,196
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC BRO 2 stocks |
$5,165
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST POOL 2 stocks |
$5,030
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$4,362
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
MAT 1 stocks |
$2,958
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$2,728
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$2,597
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$1,855
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$1,767
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
GNTX 1 stocks |
$1,539
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|