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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.13 Billion 4.67% of portfolio
43,555
Q4 2024 New
$0
$4.76 Billion 4.34% of portfolio
48,749
Q2 2025 Reduced 0.01%
$0
$2.61 Billion 2.37% of portfolio
69,200
Q4 2024 New
$0
$1.76 Billion 1.6% of portfolio
2,848
Q2 2025 Added 13.51%
$0
$911 Million 0.83% of portfolio
14,243
Q2 2025 Added 4.82%
$106B
$674 Million 0.61% of portfolio
2,210
Q2 2025 Added 1.38%
$0
$650 Million 0.59% of portfolio
10,475
Q2 2025 Added 3.34%
$0
$542 Million 0.49% of portfolio
1,782
Q2 2025 Added 98.66%
$0
$509 Million 0.46% of portfolio
2,489
Q2 2025 Added 16.8%
$0
$336 Million 0.31% of portfolio
917
Q2 2025 Added 5.28%
$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%
$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%
$0
$205 Million 0.19% of portfolio
4,685
Q2 2025 Added 44.15%
$0
$185 Million 0.17% of portfolio
4,380
Q2 2025 Added 71.76%
$0
$190 Million 0.17% of portfolio
335
Q2 2025 Added 1,016.67%
$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%
$0
$152 Million 0.14% of portfolio
600
Q4 2024 New
$0
$133 Million 0.12% of portfolio
615
Q1 2025 Reduced 44.84%
$0
$122 Million 0.11% of portfolio
920
Q2 2025 Added 4.31%
$0
$101 Million 0.09% of portfolio
1,450
Q2 2025 Added 11.54%
$0
$100 Million 0.09% of portfolio
1,100
Q4 2024 New
$0
$91.6 Million 0.08% of portfolio
1,244
Q4 2024 New
$0
$78.8 Million 0.07% of portfolio
404
Q4 2024 New
$0
$80.8 Million 0.07% of portfolio
457
Q4 2024 New
$0
$65.9 Million 0.06% of portfolio
278
Q4 2024 New
$18B
$67.3 Million 0.06% of portfolio
2,050
Q4 2024 New
$0
$69.2 Million 0.06% of portfolio
1,322
Q4 2024 New
$0
$57.3 Million 0.05% of portfolio
600
Q4 2024 New
$0
$60.1 Million 0.05% of portfolio
604
Q4 2024 New
$0
$38.5 Million 0.04% of portfolio
2,940
Q1 2025 Added 568.18%
$0
$30.4 Million 0.03% of portfolio
1,200
Q2 2025 Added 50.0%
$0
$31.3 Million 0.03% of portfolio
550
Q4 2024 New
$0
$29.2 Million 0.03% of portfolio
44
Q4 2024 New
$0
$30.5 Million 0.03% of portfolio
700
Q4 2024 New
$0
$29.1 Million 0.03% of portfolio
759
Q1 2025 Added 36.02%
$0
$18.9 Million 0.02% of portfolio
250
Q1 2025 New
$0
$25 Million 0.02% of portfolio
400
Q4 2024 New
$0
$21.3 Million 0.02% of portfolio
550
Q2 2025 New
$0
$19.8 Million 0.02% of portfolio
711
Q4 2024 New
$0
$24.6 Million 0.02% of portfolio
307
Q4 2024 New
$0
$17.8 Million 0.02% of portfolio
200
Q1 2025 New
$0
$21.9 Million 0.02% of portfolio
50
Q4 2024 New
$0
$26.9 Million 0.02% of portfolio
635
Q2 2025 Added 0.95%
$0
$21.8 Million 0.02% of portfolio
78
Q4 2024 New
$0
$14 Million 0.01% of portfolio
50
Q4 2024 New
$0
$11.5 Million 0.01% of portfolio
59
Q4 2024 New

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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