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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$11 Billion 10.48% of portfolio
49,535
Q1 2025 Reduced 0.53%
$345B
$5.3 Billion 5.05% of portfolio
25,308
Q1 2025 Reduced 2.12%
$139B
$5.28 Billion 5.03% of portfolio
22,631
Q1 2025 Reduced 1.22%
$718B
$4.3 Billion 4.1% of portfolio
17,547
Q1 2025 Reduced 1.34%
$891B
$4.22 Billion 4.02% of portfolio
16,268
Q1 2025 Added 1.33%
$369B
$4.14 Billion 3.94% of portfolio
11,294
Q1 2025 Reduced 0.9%
$0
$4.04 Billion 3.85% of portfolio
48,755
Q4 2024 New
$2.95T
$3.9 Billion 3.72% of portfolio
10,399
Q1 2025 Reduced 2.18%
$0
$3.87 Billion 3.69% of portfolio
43,555
Q4 2024 New
$156B
$3.07 Billion 2.93% of portfolio
9,854
Q1 2025 Reduced 1.63%
$166B
$3.04 Billion 2.9% of portfolio
30,850
Q1 2025 Reduced 5.71%
$141B
$2.62 Billion 2.49% of portfolio
7,026
Q1 2025 Reduced 1.4%
$229B
$2.48 Billion 2.36% of portfolio
18,698
Q1 2025 Reduced 2.3%
$694B
$2.43 Billion 2.32% of portfolio
4,568
Q1 2025 Reduced 3.06%
$0
$2.31 Billion 2.2% of portfolio
69,200
Q4 2024 New
$54.7B
$2.22 Billion 2.11% of portfolio
9,090
Q1 2025 Reduced 2.68%
$565B
$1.47 Billion 1.41% of portfolio
4,208
Q1 2025 Reduced 2.32%
$0
$1.4 Billion 1.34% of portfolio
2,509
Q1 2025 Added 0.08%
$69.5B
$1.35 Billion 1.28% of portfolio
12,259
Q1 2025 Reduced 6.54%
$185B
$1.2 Billion 1.14% of portfolio
9,037
Q1 2025 Reduced 1.29%
$28.6B
$1.11 Billion 1.06% of portfolio
4,295
Q1 2025 Reduced 7.71%
$979B
$1.08 Billion 1.03% of portfolio
6,940
Q1 2025 Reduced 5.97%
$94B
$1.06 Billion 1.01% of portfolio
8,656
Q1 2025 Reduced 10.9%
$523B
$949 Million 0.9% of portfolio
1,731
Q1 2025 Reduced 2.75%
$41.4B
$862 Million 0.82% of portfolio
2,750
Q1 2025 Reduced 8.03%
$0
$839 Million 0.8% of portfolio
13,588
Q1 2025 Reduced 10.1%
$140B
$766 Million 0.73% of portfolio
1,631
Q1 2025 Added 0.18%
$40B
$747 Million 0.71% of portfolio
6,754
Q1 2025 Reduced 11.76%
$17.4B
$725 Million 0.69% of portfolio
5,295
Q1 2025 Reduced 14.25%
$105B
$628 Million 0.6% of portfolio
2,180
Q1 2025 Reduced 6.44%
$131B
$630 Million 0.6% of portfolio
8,889
Q1 2025 Reduced 11.04%
$113B
$624 Million 0.59% of portfolio
6,945
Q1 2025 Reduced 18.37%
$21.6B
$606 Million 0.58% of portfolio
5,350
Q1 2025 Reduced 21.78%
$74.7B
$609 Million 0.58% of portfolio
2,234
Q4 2024 New
$95.8B
$600 Million 0.57% of portfolio
2,590
Q1 2025 Reduced 13.38%
$271B
$584 Million 0.56% of portfolio
5,390
Q1 2025 Added 24.57%
$0
$591 Million 0.56% of portfolio
10,136
Q1 2025 Reduced 6.9%
$409B
$580 Million 0.55% of portfolio
3,494
Q1 2025 Added 0.46%
$235B
$490 Million 0.47% of portfolio
1,570
Q1 2025 Added 0.32%
$55.7B
$481 Million 0.46% of portfolio
4,400
Q1 2025 Reduced 3.08%
$385B
$472 Million 0.45% of portfolio
2,769
Q1 2025 Reduced 2.26%
$142B
$457 Million 0.44% of portfolio
2,159
Q1 2025 Added 0.51%
$440B
$409 Million 0.39% of portfolio
432
Q1 2025 Added 0.7%
$0
$413 Million 0.39% of portfolio
2,131
Q1 2025 Added 0.95%
$957B
$392 Million 0.37% of portfolio
2,532
Q1 2025 Added 1.44%
$854B
$377 Million 0.36% of portfolio
457
Q4 2024 New
$504B
$381 Million 0.36% of portfolio
409
Q1 2025 Added 3.81%
$125B
$376 Million 0.36% of portfolio
841
Q1 2025 Reduced 19.13%
$163B
$377 Million 0.36% of portfolio
1,142
Q1 2025 Reduced 9.51%

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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