Crowley Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Crowley Wealth Management, Inc. reported 428 stock positions worth $113.4 million. Its top holding was Apple (AAPL) at 11.0% of the portfolio, followed by Tesla (TSLA, 5.7%) and Lowe's Cos (LOW, 5.0%).
- Most Recent 13F
- Q4 2025
- Location
- WILMINGTON, DE
- CIK
- 0002055836
- Portfolio Value
- $113.4M (Q4 2024)
- SEC Filing
- 0002055836-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 428 stocks · $113.4M
| AAPL Apple Inc. | 11.00% | 49,798 | $12.5M | — |
| TSLA Tesla Inc. | 5.72% | 16,054 | $6.5M | — |
| LOW Lowe's Cos Inc. | 4.99% | 22,910 | $5.7M | — |
| QLD Proshares Ultra QQQ | 4.16% | 43,555 | $4.7M | — |
| ABBV Abbvie Inc. | 4.05% | 25,857 | $4.6M | — |
| SSO Proshares Ultra S&P500 | 3.98% | 48,755 | $4.5M | — |
| MSFT Microsoft Corp. | 3.95% | 10,631 | $4.5M | — |
| HD Home Depot Inc. | 3.91% | 11,397 | $4.4M | — |
| JPM JPMorgan Chase & Co. | 3.76% | 17,786 | $4.3M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.21% | 32,719 | $3.6M | — |
| UWM Proshares Ultra RUSSELL2000 | 2.55% | 69,200 | $2.9M | — |
| FDX FedEx Corp. | 2.32% | 9,340 | $2.6M | — |
| AMGN Amgen Inc. | 2.30% | 10,017 | $2.6M | — |
| SYK Stryker Corp. | 2.26% | 7,126 | $2.6M | — |
| AMZN Amazon.com Inc. | 2.26% | 11,682 | $2.6M | — |
| ABT Abbott Laboratories | 1.91% | 19,138 | $2.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 4,712 | $2.1M | — |
| UPS United Parcel Service Class B | 1.46% | 13,117 | $1.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 2,507 | $1.5M | — |
| GOOG Alphabet Inc. Class C | 1.24% | 7,381 | $1.4M | — |
| V Visa Inc. Class A | 1.20% | 4,308 | $1.4M | — |
| ROK Rockwell Automation Inc. | 1.17% | 4,654 | $1.3M | — |
| RTX RTX Corp. | 0.93% | 9,155 | $1.1M | — |
| DUK Duke Energy Corp. | 0.92% | 9,715 | $1.0M | — |
| CMI Cummins Inc. | 0.92% | 2,990 | $1.0M | — |
| BIIB Biogen Inc. | 0.83% | 6,175 | $944K | — |
| MA Mastercard Inc. Class A | 0.83% | 1,780 | $938K | — |
| DGRO iShares Core Dividend Growth | 0.82% | 15,114 | $927K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.64% | 6,840 | $723K | — |
| NEE Nextera Energy Inc. | 0.63% | 9,992 | $716K | — |
| DE Deere & Co. | 0.61% | 1,628 | $690K | — |
| ED Consolidated Edison Inc. | 0.60% | 7,654 | $683K | — |
| MDT Medtronic PLC | 0.60% | 8,508 | $680K | — |
| IJH iShares Core S&P Midcap ETF | 0.60% | 10,887 | $678K | — |
| WM Waste Management Inc. | 0.53% | 2,990 | $603K | — |
| GD General Dynamics Corp. | 0.52% | 2,234 | $589K | — |
| NVDA Nvidia Corp. | 0.51% | 4,327 | $581K | — |
| GLD SPDR Gold Shares | 0.50% | 2,330 | $564K | — |
| LMT Lockheed Martin Corp. | 0.45% | 1,040 | $505K | — |
| JNJ Johnson & Johnson | 0.44% | 3,478 | $503K | — |
| HON Honeywell International Inc. | 0.43% | 2,148 | $485K | — |
| PG The Procter & Gamble Co. | 0.42% | 2,833 | $475K | — |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,496 | $472K | — |
| CAT Caterpillar Inc. | 0.40% | 1,262 | $458K | — |
| MCD McDonald's Corp. | 0.40% | 1,565 | $454K | — |
| AEP American Electric Power | 0.37% | 4,540 | $419K | — |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 2,111 | $413K | — |
| COST Costco Wholesale Corp. | 0.35% | 429 | $393K | — |
| LLY Eli Lilly & Co. | 0.31% | 457 | $353K | — |
| NFLX Netflix Inc. | 0.31% | 394 | $351K | — |
| IVE iShares S&P 500 Value ETF | 0.29% | 1,717 | $328K | — |
| WMT Walmart Inc. | 0.29% | 3,604 | $326K | — |
| XOM Exxon Mobil Corp. | 0.28% | 2,986 | $321K | — |
| BDX Becton Dickinson and Co. | 0.27% | 1,370 | $311K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.26% | 871 | $299K | — |
| ALNY Alnylam Pharmaceuticals Inc. | 0.26% | 1,250 | $294K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 983 | $285K | — |
| PNC PNC Financial Services Group | 0.25% | 1,455 | $281K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.24% | 3,156 | $277K | — |
| MRK Merck & Co. Inc. | 0.24% | 2,757 | $274K | — |
| D Dominion Energy Inc. | 0.24% | 5,010 | $270K | — |
| META Meta Platforms Inc. Class A | 0.22% | 431 | $252K | — |
| IWM iShares Russell 2000 ETF | 0.22% | 1,115 | $246K | — |
| PEP Pepsico Inc. | 0.22% | 1,619 | $246K | — |
| GILD Gilead Sciences Inc. | 0.20% | 2,480 | $229K | — |
| QCOM Qualcomm Inc. | 0.20% | 1,448 | $222K | — |
| CVX Chevron Corp. | 0.19% | 1,512 | $219K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 4,886 | $215K | — |
| KMB Kimberly-Clark Corp. | 0.18% | 1,575 | $206K | — |
| SO The Southern Co. | 0.18% | 2,480 | $204K | — |
| LIN Linde PLC | 0.18% | 480 | $201K | — |
| NOW ServiceNow Inc. | 0.17% | 178 | $189K | — |
| FISV Fiserv Inc. | 0.15% | 836 | $172K | — |
| AVGO Broadcom Inc. | 0.15% | 740 | $172K | — |
| LUV Southwest Airlines Co. | 0.14% | 4,602 | $155K | — |
| SCCO Southern Copper Corp. | 0.13% | 1,659 | $151K | — |
| BA The Boeing Co. | 0.13% | 844 | $149K | — |
| T AT&T Inc. | 0.13% | 6,545 | $149K | — |
| MMM 3M Co. | 0.13% | 1,134 | $146K | — |
| XLK SS Technology Select Sector | 0.12% | 600 | $140K | — |
| NBIX Neurocrine Biosciences Inc. | 0.12% | 1,000 | $137K | — |
| USB US Bancorp | 0.12% | 2,824 | $135K | — |
| SCHD Schwab US DVD Equity ETF | 0.12% | 4,905 | $134K | — |
| TXN Texas Instruments Inc. | 0.12% | 705 | $132K | — |
| ACN Accenture PLC Class A | 0.12% | 373 | $131K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 567 | $125K | — |
| CEG Constellation Energy | 0.11% | 547 | $122K | — |
| NEM Newmont Corp. | 0.11% | 3,270 | $122K | — |
| AMD Advanced Micro Devices | 0.11% | 990 | $120K | — |
| ORCL Oracle Corp. | 0.10% | 700 | $117K | — |
| DVY iShares Select Dividend ETF | 0.10% | 882 | $116K | — |
| NOC Northrop Grumman Corp. | 0.10% | 241 | $113K | — |
| ADBE Adobe Inc. | 0.10% | 253 | $113K | — |
| ELV Elevance Health Inc. | 0.10% | 300 | $111K | — |
| SOXX iShares Semiconductor ETF | 0.10% | 510 | $110K | — |
| EMR Emerson Electric Co. | 0.10% | 884 | $110K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.09% | 10,857 | $107K | — |
| AVUV Avantis US Small Cap Value | 0.09% | 1,100 | $106K | — |
| EIX Edison International | 0.09% | 1,300 | $104K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 200 | $102K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.