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
$0
$336 Million 0.31% of portfolio
917
Q2 2025 Added 5.28%
$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%
$0
$301 Million 0.27% of portfolio
3,156
Q4 2024 New
$0
$289 Million 0.26% of portfolio
1,477
Q2 2025 Added 5.73%
$77.3B
$272 Million 0.25% of portfolio
1,459
Q2 2025 Added 0.14%
$0
$277 Million 0.25% of portfolio
446
Q2 2025 Added 168.67%
$0
$278 Million 0.25% of portfolio
1,165
Q2 2025 Added 0.87%
$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%
$302B
$218 Million 0.2% of portfolio
1,525
Q2 2025 Added 0.13%
$202B
$215 Million 0.2% of portfolio
1,632
Q1 2025 Added 0.8%
$203B
$220 Million 0.2% of portfolio
2,778
Q2 2025 Added 0.04%
$111B
$209 Million 0.19% of portfolio
607
Q2 2025 Added 10.97%
$504M
$208 Million 0.19% of portfolio
106,798
Q2 2025 Added 1,425.69%
$102B
$209 Million 0.19% of portfolio
2,280
Q1 2025 Reduced 8.06%
$0
$205 Million 0.19% of portfolio
4,685
Q2 2025 Added 44.15%
$45.1B
$203 Million 0.18% of portfolio
1,575
Q4 2024 New
$0
$185 Million 0.17% of portfolio
4,380
Q2 2025 Added 71.76%
$172B
$183 Million 0.17% of portfolio
178
Q4 2024 New
$0
$192 Million 0.17% of portfolio
8,050
Q2 2025 New
$0
$190 Million 0.17% of portfolio
335
Q2 2025 Added 1,016.67%
$210B
$162 Million 0.15% of portfolio
550
Q2 2025 Reduced 4.68%
$139B
$168 Million 0.15% of portfolio
802
Q2 2025 Added 12.32%
$0
$160 Million 0.15% of portfolio
3,160
Q2 2025 Added 86.98%
$0
$163 Million 0.15% of portfolio
6,160
Q2 2025 Added 25.59%
$76B
$149 Million 0.14% of portfolio
1,477
Q2 2025 Reduced 5.68%
$51B
$150 Million 0.14% of portfolio
2,450
Q2 2025 Added 2.94%
$684B
$153 Million 0.14% of portfolio
700
Q4 2024 New
$0
$152 Million 0.14% of portfolio
600
Q4 2024 New
$87.3B
$149 Million 0.14% of portfolio
978
Q2 2025 Reduced 1.21%
$79.5B
$144 Million 0.13% of portfolio
836
Q4 2024 New
$182B
$146 Million 0.13% of portfolio
1,565
Q4 2024 New
$177B
$146 Million 0.13% of portfolio
705
Q4 2024 New
$44.3B
$139 Million 0.13% of portfolio
2,964
Q2 2025 Added 60.74%
$306B
$148 Million 0.13% of portfolio
576
Q4 2024 New
$203B
$143 Million 0.13% of portfolio
4,945
Q2 2025 Reduced 10.82%
Ishares Ai Invatn And Tec Act ETF
-
$136 Million 0.12% of portfolio
-
Q2 2025 Added 104.35%
$18.2B
$129 Million 0.12% of portfolio
3,981
Q2 2025 Added 0.05%
$0
$133 Million 0.12% of portfolio
615
Q1 2025 Reduced 44.84%
$89.4B
$128 Million 0.12% of portfolio
256
Q2 2025 Added 22.49%
$0
$122 Million 0.11% of portfolio
920
Q2 2025 Added 4.31%
$70.7B
$117 Million 0.11% of portfolio
300
Q4 2024 New
$12.3B
$126 Million 0.11% of portfolio
1,000
Q4 2024 New
$78.6B
$118 Million 0.11% of portfolio
885
Q1 2025 Added 0.11%

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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