Crowley Wealth Management, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Crowley Wealth Management, Inc. reported 416 stock positions worth $105.0 million. Its top holding was Apple (AAPL) at 10.5% of the portfolio, followed by Abbvie (ABBV, 5.1%) and Lowe's Cos (LOW, 5.0%). Compared with Q4 2024, it opened 22 new positions, sold out of 34, added to 50 and reduced 68. The biggest buy was Deere (DE, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q4 2025
- Location
- WILMINGTON, DE
- CIK
- 0002055836
- Portfolio Value
- $105.0M (Q1 2025)
- SEC Filing
- 0002055836-25-000003 ↗ filed Apr 16, 2025
Holdings Value
Holdings 416 stocks · $105.0M
| AAPL Apple Inc. | 10.48% | 49,535 | $11.0M | Reduce -0.5% |
| ABBV Abbvie Inc. | 5.05% | 25,308 | $5.3M | Reduce -2.1% |
| LOW Lowe's Cos Inc. | 5.03% | 22,631 | $5.3M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 4.10% | 17,547 | $4.3M | Reduce -1.3% |
| TSLA Tesla Inc. | 4.02% | 16,268 | $4.2M | Add +1.3% |
| HD Home Depot Inc. | 3.94% | 11,294 | $4.1M | Reduce -0.9% |
| SSO Proshares Ultra S&P500 | 3.85% | 48,755 | $4.0M | No change |
| MSFT Microsoft Corp. | 3.72% | 10,399 | $3.9M | Reduce -2.2% |
| QLD Proshares Ultra QQQ | 3.69% | 43,555 | $3.9M | No change |
| AMGN Amgen Inc. | 2.93% | 9,854 | $3.1M | Reduce -1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 2.90% | 30,850 | $3.0M | Reduce -5.7% |
| SYK Stryker Corp. | 2.49% | 7,026 | $2.6M | Reduce -1.4% |
| ABT Abbott Laboratories | 2.36% | 18,698 | $2.5M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.32% | 4,568 | $2.4M | Reduce -3.1% |
| UWM Proshares Ultra RUSSELL2000 | 2.20% | 69,200 | $2.3M | No change |
| FDX FedEx Corp. | 2.11% | 9,090 | $2.2M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 2.05% | 11,329 | $2.2M | Reduce -3.0% |
| V Visa Inc. Class A | 1.41% | 4,208 | $1.5M | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.34% | 2,509 | $1.4M | Add +0.1% |
| UPS United Parcel Service Class B | 1.28% | 12,259 | $1.3M | Reduce -6.5% |
| RTX RTX Corp. | 1.14% | 9,037 | $1.2M | Reduce -1.3% |
| ROK Rockwell Automation Inc. | 1.06% | 4,295 | $1.1M | Reduce -7.7% |
| GOOG Alphabet Inc. Class C | 1.03% | 6,940 | $1.1M | Reduce -6.0% |
| DUK Duke Energy Corp. | 1.01% | 8,656 | $1.1M | Reduce -10.9% |
| MA Mastercard Inc. Class A | 0.90% | 1,731 | $949K | Reduce -2.8% |
| CMI Cummins Inc. | 0.82% | 2,750 | $862K | Reduce -8.0% |
| DGRO iShares Core Dividend Growth | 0.80% | 13,588 | $839K | Reduce -10.1% |
| DE Deere & Co. | 0.73% | 1,631 | $766K | Add +0.2% |
| ED Consolidated Edison Inc. | 0.71% | 6,754 | $747K | Reduce -11.8% |
| BIIB Biogen Inc. | 0.69% | 5,295 | $725K | Reduce -14.3% |
| NEE Nextera Energy Inc. | 0.60% | 8,889 | $630K | Reduce -11.0% |
| GLD SPDR Gold Shares | 0.60% | 2,180 | $628K | Reduce -6.4% |
| MDT Medtronic PLC | 0.59% | 6,945 | $624K | Reduce -18.4% |
| GD General Dynamics Corp. | 0.58% | 2,234 | $609K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.58% | 5,350 | $606K | Reduce -21.8% |
| WM Waste Management Inc. | 0.57% | 2,590 | $600K | Reduce -13.4% |
| IJH iShares Core S&P Midcap ETF | 0.56% | 10,136 | $591K | Reduce -6.9% |
| NVDA Nvidia Corp. | 0.56% | 5,390 | $584K | Add +24.6% |
| JNJ Johnson & Johnson | 0.55% | 3,494 | $580K | Add +0.5% |
| MCD McDonald's Corp. | 0.47% | 1,570 | $490K | Add +0.3% |
| AEP American Electric Power | 0.46% | 4,400 | $481K | Reduce -3.1% |
| PG The Procter & Gamble Co. | 0.45% | 2,769 | $472K | Reduce -2.3% |
| HON Honeywell International Inc. | 0.44% | 2,159 | $457K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 2,131 | $413K | Add +0.9% |
| COST Costco Wholesale Corp. | 0.39% | 432 | $409K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.37% | 2,532 | $392K | Add +1.4% |
| NFLX Netflix Inc. | 0.36% | 409 | $381K | Add +3.8% |
| LLY Eli Lilly & Co. | 0.36% | 457 | $377K | No change |
| CAT Caterpillar Inc. | 0.36% | 1,142 | $377K | Reduce -9.5% |
| LMT Lockheed Martin Corp. | 0.36% | 841 | $376K | Reduce -19.1% |
| XOM Exxon Mobil Corp. | 0.34% | 3,000 | $357K | Add +0.5% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.32% | 1,250 | $338K | No change |
| BDX Becton Dickinson and Co. | 0.29% | 1,330 | $305K | Reduce -2.9% |
| WMT Walmart Inc. | 0.27% | 3,229 | $283K | Reduce -10.4% |
| GILD Gilead Sciences Inc. | 0.26% | 2,480 | $278K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.26% | 871 | $269K | No change |
| IVE iShares S&P 500 Value ETF | 0.25% | 1,397 | $266K | Reduce -18.6% |
| PNC PNC Financial Services Group | 0.24% | 1,457 | $256K | Add +0.1% |
| CVX Chevron Corp. | 0.24% | 1,523 | $255K | Add +0.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.24% | 3,156 | $254K | No change |
| MRK Merck & Co. Inc. | 0.24% | 2,777 | $249K | Add +0.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 897 | $247K | Reduce -8.8% |
| PEP Pepsico Inc. | 0.23% | 1,632 | $245K | Add +0.8% |
| KMB Kimberly-Clark Corp. | 0.21% | 1,575 | $224K | No change |
| LIN Linde PLC | 0.21% | 480 | $224K | No change |
| QCOM Qualcomm Inc. | 0.21% | 1,448 | $222K | No change |
| SOXX iShares Semiconductor ETF | 0.21% | 1,155 | $217K | Add +126.5% |
| SO The Southern Co. | 0.20% | 2,280 | $210K | Reduce -8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 4,930 | $206K | Add +0.9% |
| FISV Fiserv Inc. | 0.18% | 836 | $185K | No change |
| META Meta Platforms Inc. Class A | 0.17% | 315 | $182K | Reduce -26.9% |
| AVGO Broadcom Inc. | 0.17% | 1,050 | $176K | Add +41.9% |
| T AT&T Inc. | 0.15% | 5,545 | $157K | Reduce -15.3% |
| SCCO Southern Copper Corp. | 0.14% | 1,566 | $146K | Reduce -5.6% |
| MMM 3M Co. | 0.14% | 990 | $145K | Reduce -12.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 577 | $143K | Add +1.8% |
| NOW ServiceNow Inc. | 0.14% | 178 | $142K | No change |
| SCHD Schwab US DVD Equity ETF | 0.13% | 4,905 | $137K | No change |
| LUV Southwest Airlines Co. | 0.13% | 3,979 | $134K | Reduce -13.5% |
| D Dominion Energy Inc. | 0.13% | 2,380 | $133K | Reduce -52.5% |
| ELV Elevance Health Inc. | 0.12% | 300 | $130K | No change |
| AMD Advanced Micro Devices | 0.12% | 1,240 | $127K | Add +25.3% |
| TXN Texas Instruments Inc. | 0.12% | 705 | $127K | No change |
| XLK SS Technology Select Sector | 0.12% | 600 | $124K | No change |
| IWM iShares Russell 2000 ETF | 0.12% | 615 | $123K | Reduce -44.8% |
| BA The Boeing Co. | 0.12% | 714 | $122K | Reduce -15.4% |
| USB US Bancorp | 0.11% | 2,848 | $120K | Add +0.8% |
| DVY iShares Select Dividend ETF | 0.11% | 882 | $118K | No change |
| AIQ Global X Art Intel & Tech | 0.11% | 3,250 | $118K | New |
| ACN Accenture PLC Class A | 0.11% | 376 | $117K | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 576 | $115K | No change |
| UBER Uber Technologies Inc. | 0.11% | 1,565 | $114K | No change |
| VZ Verizon Communications Inc. | 0.11% | 2,490 | $113K | Add +1.0% |
| NBIX Neurocrine Biosciences Inc. | 0.11% | 1,000 | $111K | No change |
| CEG Constellation Energy | 0.11% | 547 | $110K | No change |
| NOC Northrop Grumman Corp. | 0.10% | 209 | $107K | Reduce -13.3% |
| F Ford Motor Co. filed as FORD MTR CO | 0.10% | 10,457 | $105K | Reduce -3.7% |
| ORCL Oracle Corp. | 0.09% | 700 | $98K | No change |
| ADBE Adobe Inc. | 0.09% | 253 | $97K | No change |
| EMR Emerson Electric Co. | 0.09% | 885 | $97K | Add +0.1% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.5% | 10.48% | −0.51 |
| DIS The Walt Disney Co. | Reduce -5.7% | 2.90% | −0.31 |
| MSFT Microsoft Corp. | Reduce -2.2% | 3.72% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -6.0% | 1.03% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -3.0% | 2.05% | −0.21 |
| FDX FedEx Corp. | Reduce -2.7% | 2.11% | −0.21 |
| UPS United Parcel Service Class B | Reduce -6.5% | 1.28% | −0.17 |
| BIIB Biogen Inc. | Reduce -14.3% | 0.69% | −0.14 |
| ROK Rockwell Automation Inc. | Reduce -7.7% | 1.06% | −0.12 |
| D Dominion Energy Inc. | Reduce -52.5% | 0.13% | −0.11 |
| IWM iShares Russell 2000 ETF | Reduce -44.8% | 0.12% | −0.10 |
| CMI Cummins Inc. | Reduce -8.0% | 0.82% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.09 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Sold out | 0.00% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -19.1% | 0.36% | −0.09 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -21.8% | 0.58% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -26.9% | 0.17% | −0.05 |
| CAT Caterpillar Inc. | Reduce -9.5% | 0.36% | −0.04 |
| BIB Proshares Ultra Nasd Biotech | Sold out | 0.00% | −0.04 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.04 |
| ES Eversource Energy | Sold out | 0.00% | −0.04 |
| NEM Newmont Corp. | Reduce -53.5% | 0.07% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -18.6% | 0.25% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.9% | 0.56% | −0.03 |
| CRM Salesforce Inc. | Reduce -50.0% | 0.03% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -11.0% | 0.60% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.03 |
| EPD Enterprise Products Partners | Sold out | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.02 |
| LII Lennox International Inc. | Sold out | 0.00% | −0.02 |
| DAL Delta Air Lines Inc. | Reduce -40.0% | 0.02% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -10.1% | 0.80% | −0.02 |
| WMT Walmart Inc. | Reduce -10.4% | 0.27% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.02 |
| MRNA Moderna Inc. | Reduce -28.2% | 0.02% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.8% | 0.23% | −0.02 |
| IIPR Innovative Industrial Proper | Reduce -72.2% | 0.01% | −0.02 |
| BA The Boeing Co. | Reduce -15.4% | 0.12% | −0.02 |
| IEUS iShares MSCI Europe Small-Ca | Sold out | 0.00% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -19.5% | 0.08% | −0.01 |
| DOW Dow Inc. | Reduce -15.8% | 0.05% | −0.01 |
| NOMD Nomad Foods Ltd. | Sold out | 0.00% | −0.01 |
| EWG iShares MSCI Germany ETF | Reduce -48.8% | 0.02% | −0.01 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Sold out | 0.00% | −0.01 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.01 |
| LUV Southwest Airlines Co. | Reduce -13.5% | 0.13% | −0.01 |
| RPRX Royalty Pharma PLC Class A | Sold out | 0.00% | −0.01 |
| TGT Target Corp. | Reduce -3.1% | 0.04% | −0.01 |
| LWLG Lightwave Logic Inc. | Reduce -63.6% | 0.00% | −0.01 |
| MTTR Matterport Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| DE Deere & Co. | Add +0.2% | 0.73% | +0.12 |
| AIQ Global X Art Intel & Tech | New | 0.11% | +0.11 |
| SOXX iShares Semiconductor ETF | Add +126.5% | 0.21% | +0.11 |
| JNJ Johnson & Johnson | Add +0.5% | 0.55% | +0.11 |
| ARTY iShares Future AI & Tech ETF | New | 0.08% | +0.08 |
| MCD McDonald's Corp. | Add +0.3% | 0.47% | +0.07 |
| IGPT Invesco AI and Next Gen Soft | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.34% | +0.06 |
| PHO Invesco Water Resources ETF | Add +225.0% | 0.08% | +0.06 |
| NFLX Netflix Inc. | Add +3.8% | 0.36% | +0.05 |
| CVX Chevron Corp. | Add +0.7% | 0.24% | +0.05 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.05% | +0.05 |
| NVDA Nvidia Corp. | Add +24.6% | 0.56% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.39% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 1.34% | +0.04 |
| VIG Vanguard Dividend Apprec ETF | Add +0.9% | 0.39% | +0.03 |
| ICLN iShares Global Clean Energy | Add +568.2% | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.14% | +0.03 |
| BFLY Butterfly Network Inc. | New | 0.02% | +0.02 |
| MTB M & T Bank Corp. | Add +1377.8% | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | Add +1.0% | 0.11% | +0.02 |
| YORW York Water Co. | Add +100.0% | 0.03% | +0.02 |
| VNQ Vanguard Real Estate ETF | New | 0.02% | +0.02 |
| AVGO Broadcom Inc. | Add +41.9% | 0.17% | +0.02 |
| PEP Pepsico Inc. | Add +0.8% | 0.23% | +0.02 |
| AMD Advanced Micro Devices | Add +25.3% | 0.12% | +0.02 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.01% | +0.01 |
| DLTR Dollar Tree Inc. | New | 0.01% | +0.01 |
| EWTX Edgewise Therapeutics Inc. | New | 0.01% | +0.01 |
| PAYX Paychex Inc. | Add +0.2% | 0.07% | +0.01 |
| DELL Dell Technologies -C | Add +86.2% | 0.03% | +0.01 |
| COGT Cogent Biosciences Inc. | New | 0.01% | +0.01 |
| LIT Global X Lithium & Battery T | Add +36.0% | 0.03% | +0.01 |
| KO The Coca-Cola Co. | Add +6.7% | 0.03% | +0.01 |
| HON Honeywell International Inc. | Add +0.5% | 0.44% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +2.8% | 0.05% | +0.01 |
| SMR Nuscale Power Corp. | New | 0.01% | +0.01 |
| BAC Bank of America Corp. | Add +0.9% | 0.20% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.06% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| CSCO Cisco Systems Inc. | Add +13.9% | 0.02% | +0.01 |
| CAH Cardinal Health Inc. | Add +0.7% | 0.02% | +0.00 |
| NBIS Nebius Group NV | Add +60.0% | 0.02% | +0.00 |
| INTC Intel Corp. | Add +2.2% | 0.02% | +0.00 |
| PFE Pfizer Inc. | Add +3.6% | 0.05% | +0.00 |
| LCID Lucid Group Inc. | Add +1053.8% | 0.00% | +0.00 |
| RIVN Rivian Automotive Inc. Class A | Add +29.0% | 0.01% | +0.00 |
| AXP American Express Co. | Add +100.0% | 0.00% | +0.00 |
| SBUX Starbucks Corp. | Add +100.0% | 0.00% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +11.1% | 0.01% | +0.00 |
Notes & Other Activity Q4 2024 → Q1 2025
| SGMOQ Sangamo Therapeutics Inc. | COM | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.