Crowley Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Crowley Wealth Management, Inc. reported 402 stock positions worth $109.8 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by Microsoft (MSFT, 4.7%) and Tesla (TSLA, 4.7%). Compared with Q1 2025, it opened 12 new positions, sold out of 26, added to 46 and reduced 49. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q4 2025
- Location
- WILMINGTON, DE
- CIK
- 0002055836
- Portfolio Value
- $109.8M (Q2 2025)
- SEC Filing
- 0002055836-25-000004 ↗ filed Jul 16, 2025
Holdings Value
Holdings 402 stocks · $109.8M
| AAPL Apple Inc. | 9.13% | 48,867 | $10.0M | Reduce -1.4% |
| MSFT Microsoft Corp. | 4.72% | 10,428 | $5.2M | Add +0.3% |
| TSLA Tesla Inc. | 4.69% | 16,207 | $5.1M | Reduce -0.4% |
| QLD Proshares Ultra QQQ | 4.67% | 43,555 | $5.1M | No change |
| LOW Lowe's Cos Inc. | 4.55% | 22,503 | $5.0M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 4.47% | 16,922 | $4.9M | Reduce -3.6% |
| SSO Proshares Ultra S&P500 | 4.34% | 48,749 | $4.8M | Reduce -0.0% |
| ABBV Abbvie Inc. | 4.27% | 25,260 | $4.7M | Reduce -0.2% |
| HD Home Depot Inc. | 3.73% | 11,190 | $4.1M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.37% | 29,884 | $3.7M | Reduce -3.1% |
| SYK Stryker Corp. | 2.53% | 7,026 | $2.8M | No change |
| AMGN Amgen Inc. | 2.50% | 9,835 | $2.7M | Reduce -0.2% |
| UWM Proshares Ultra RUSSELL2000 | 2.37% | 69,200 | $2.6M | No change |
| ABT Abbott Laboratories | 2.32% | 18,698 | $2.5M | No change |
| AMZN Amazon.com Inc. | 2.28% | 11,429 | $2.5M | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.02% | 4,568 | $2.2M | No change |
| FDX FedEx Corp. | 1.87% | 9,021 | $2.1M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.60% | 2,848 | $1.8M | Add +13.5% |
| V Visa Inc. Class A | 1.29% | 3,994 | $1.4M | Reduce -5.1% |
| RTX RTX Corp. | 1.18% | 8,865 | $1.3M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.03% | 6,391 | $1.1M | Reduce -7.9% |
| DUK Duke Energy Corp. | 0.94% | 8,681 | $1.0M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.87% | 1,699 | $955K | Reduce -1.9% |
| DGRO iShares Core Dividend Growth | 0.83% | 14,243 | $911K | Add +4.8% |
| CMI Cummins Inc. | 0.81% | 2,715 | $889K | Reduce -1.3% |
| UPS United Parcel Service Class B | 0.81% | 8,774 | $886K | Reduce -28.4% |
| NVDA Nvidia Corp. | 0.79% | 5,497 | $868K | Add +2.0% |
| DE Deere & Co. | 0.73% | 1,581 | $804K | Reduce -3.1% |
| GLD SPDR Gold Shares | 0.61% | 2,210 | $674K | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.59% | 10,475 | $650K | Add +3.3% |
| GD General Dynamics Corp. | 0.59% | 2,219 | $647K | Reduce -0.7% |
| ED Consolidated Edison Inc. | 0.58% | 6,354 | $638K | Reduce -5.9% |
| BIIB Biogen Inc. | 0.56% | 4,910 | $617K | Reduce -7.3% |
| NEE Nextera Energy Inc. | 0.54% | 8,589 | $596K | Reduce -3.4% |
| WM Waste Management Inc. | 0.54% | 2,590 | $593K | No change |
| NFLX Netflix Inc. | 0.50% | 409 | $548K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 1,782 | $542K | Add +98.7% |
| ROK Rockwell Automation Inc. | 0.49% | 1,610 | $535K | Reduce -62.5% |
| JNJ Johnson & Johnson | 0.49% | 3,496 | $534K | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 2,489 | $509K | Add +16.8% |
| HON Honeywell International Inc. | 0.45% | 2,109 | $491K | Reduce -2.3% |
| MCD McDonald's Corp. | 0.44% | 1,670 | $488K | Add +6.4% |
| PG The Procter & Gamble Co. | 0.42% | 2,925 | $466K | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 0.41% | 2,532 | $446K | No change |
| COST Costco Wholesale Corp. | 0.39% | 432 | $428K | No change |
| AEP American Electric Power | 0.39% | 4,100 | $425K | Reduce -6.8% |
| LMT Lockheed Martin Corp. | 0.38% | 911 | $422K | Add +8.3% |
| CAT Caterpillar Inc. | 0.37% | 1,057 | $410K | Reduce -7.4% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.37% | 1,250 | $408K | No change |
| LLY Eli Lilly & Co. | 0.32% | 457 | $356K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.31% | 917 | $336K | Add +5.3% |
| XOM Exxon Mobil Corp. | 0.29% | 3,000 | $323K | No change |
| WMT Walmart Inc. | 0.29% | 3,237 | $317K | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 3,156 | $301K | No change |
| IVE iShares S&P 500 Value ETF | 0.26% | 1,477 | $289K | Add +5.7% |
| SOXX iShares Semiconductor ETF | 0.25% | 1,165 | $278K | Add +0.9% |
| IVV iShares Core S&P 500 ETF | 0.25% | 446 | $277K | Add +168.7% |
| GILD Gilead Sciences Inc. | 0.25% | 2,480 | $275K | No change |
| PNC PNC Financial Services Group | 0.25% | 1,459 | $272K | Add +0.1% |
| AVGO Broadcom Inc. | 0.24% | 950 | $262K | Reduce -9.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 4,936 | $234K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.21% | 315 | $233K | No change |
| QCOM Qualcomm Inc. | 0.21% | 1,448 | $231K | No change |
| BDX Becton Dickinson and Co. | 0.21% | 1,330 | $229K | No change |
| LIN Linde PLC | 0.20% | 480 | $225K | No change |
| MRK Merck & Co. Inc. | 0.20% | 2,778 | $220K | Add +0.0% |
| CVX Chevron Corp. | 0.20% | 1,525 | $218K | Add +0.1% |
| PEP Pepsico Inc. | 0.20% | 1,632 | $215K | No change |
| SO The Southern Co. | 0.19% | 2,280 | $209K | No change |
| CEG Constellation Energy | 0.19% | 607 | $209K | Add +11.0% |
| NUVB Nuvation Bio Inc. | 0.19% | 106,798 | $208K | Add +1425.7% |
| AIQ Global X Art Intel & Tech | 0.19% | 4,685 | $205K | Add +44.1% |
| KMB Kimberly-Clark Corp. | 0.18% | 1,575 | $203K | No change |
| SCHB Schwab US Broad Market ETF | 0.17% | 8,050 | $192K | New |
| VOO Vanguard S&P 500 ETF | 0.17% | 335 | $190K | Add +1016.7% |
| ARTY iShares Future AI & Tech ETF | 0.17% | 4,380 | $185K | Add +71.8% |
| NOW ServiceNow Inc. | 0.17% | 178 | $183K | No change |
| BA The Boeing Co. | 0.15% | 802 | $168K | Add +12.3% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 6,160 | $163K | Add +25.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 550 | $162K | Reduce -4.7% |
| IGPT Invesco AI and Next Gen Soft | 0.15% | 3,160 | $160K | Add +87.0% |
| ORCL Oracle Corp. | 0.14% | 700 | $153K | No change |
| XLK SS Technology Select Sector | 0.14% | 600 | $152K | No change |
| D Dominion Energy Inc. | 0.14% | 2,450 | $150K | Add +2.9% |
| SCCO Southern Copper Corp. | 0.14% | 1,477 | $149K | Reduce -5.7% |
| MMM 3M Co. | 0.14% | 978 | $149K | Reduce -1.2% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 576 | $148K | No change |
| TXN Texas Instruments Inc. | 0.13% | 705 | $146K | No change |
| UBER Uber Technologies Inc. | 0.13% | 1,565 | $146K | No change |
| FISV Fiserv Inc. | 0.13% | 836 | $144K | No change |
| T AT&T Inc. | 0.13% | 4,945 | $143K | Reduce -10.8% |
| EXC Exelon Corp. | 0.13% | 2,964 | $139K | Add +60.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.12% | 4,700 | $136K | Add +104.3% |
| IWM iShares Russell 2000 ETF | 0.12% | 615 | $133K | No change |
| LUV Southwest Airlines Co. | 0.12% | 3,981 | $129K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.12% | 256 | $128K | Add +22.5% |
| NBIX Neurocrine Biosciences Inc. | 0.11% | 1,000 | $126K | No change |
| DVY iShares Select Dividend ETF | 0.11% | 920 | $122K | Add +4.3% |
| EMR Emerson Electric Co. | 0.11% | 885 | $118K | No change |
| ELV Elevance Health Inc. | 0.11% | 300 | $117K | No change |
Lines left out (1) · $16K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS | 0 | $16K |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $109.9M.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.4% | 9.13% | −1.36 |
| ABBV Abbvie Inc. | Reduce -0.2% | 4.27% | −0.78 |
| MDT Medtronic PLC | Reduce -95.7% | 0.02% | −0.57 |
| ROK Rockwell Automation Inc. | Reduce -62.5% | 0.49% | −0.57 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -85.0% | 0.07% | −0.51 |
| LOW Lowe's Cos Inc. | Reduce -0.6% | 4.55% | −0.48 |
| UPS United Parcel Service Class B | Reduce -28.4% | 0.81% | −0.48 |
| AMGN Amgen Inc. | Reduce -0.2% | 2.50% | −0.43 |
| FDX FedEx Corp. | Reduce -0.8% | 1.87% | −0.24 |
| HD Home Depot Inc. | Reduce -0.9% | 3.73% | −0.21 |
| ED Consolidated Edison Inc. | Reduce -5.9% | 0.58% | −0.13 |
| BIIB Biogen Inc. | Reduce -7.3% | 0.56% | −0.13 |
| V Visa Inc. Class A | Reduce -5.1% | 1.29% | −0.11 |
| EIX Edison International | Sold out | 0.00% | −0.07 |
| AEP American Electric Power | Reduce -6.8% | 0.39% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -3.4% | 0.54% | −0.06 |
| USB US Bancorp | Reduce -38.5% | 0.07% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 0.87% | −0.03 |
| AMD Advanced Micro Devices | Reduce -39.9% | 0.10% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -10.0% | 0.09% | −0.02 |
| T AT&T Inc. | Reduce -10.8% | 0.13% | −0.02 |
| PYPL PayPal Holdings Inc. | Reduce -69.6% | 0.01% | −0.02 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.02 |
| ADBE Adobe Inc. | Reduce -15.8% | 0.07% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -13.7% | 0.06% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -80.0% | 0.00% | −0.01 |
| TFX Teleflex Inc. | Sold out | 0.00% | −0.01 |
| CMI Cummins Inc. | Reduce -1.3% | 0.81% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -3.9% | 0.06% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.6% | 0.10% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.4% | 0.03% | −0.01 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.01 |
| BIDU Baidu Inc. - Spon ADR | Reduce -61.5% | 0.00% | −0.01 |
| AXP American Express Co. | Sold out | 0.00% | −0.00 |
| BCE Bce Inc. | Sold out | 0.00% | −0.00 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.00 |
| WBD Warner Bros Discovery Inc. | Sold out | 0.00% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.00 |
| SCCO Southern Copper Corp. | Reduce -5.7% | 0.14% | −0.00 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.00 |
| MMM 3M Co. | Reduce -1.2% | 0.14% | −0.00 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -3.1% | 0.02% | −0.00 |
| MTB M & T Bank Corp. | Reduce -13.5% | 0.02% | −0.00 |
| ACCD Accolade Inc. | Sold out | 0.00% | −0.00 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.00 |
| INTC Intel Corp. | Reduce -4.4% | 0.02% | −0.00 |
| TROW T Rowe Price Group Inc. | Sold out | 0.00% | −0.00 |
| SAIA Saia Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.3% | 4.72% | +1.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +13.5% | 1.60% | +0.26 |
| VTI VG Morningstar TS MKT ETF-US | Add +98.7% | 0.49% | +0.26 |
| NVDA Nvidia Corp. | Add +2.0% | 0.79% | +0.23 |
| AMZN Amazon.com Inc. | Add +0.9% | 2.28% | +0.23 |
| NUVB Nuvation Bio Inc. | Add +1425.7% | 0.19% | +0.18 |
| SCHB Schwab US Broad Market ETF | New | 0.17% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +168.7% | 0.25% | +0.16 |
| VOO Vanguard S&P 500 ETF | Add +1016.7% | 0.17% | +0.16 |
| ARTY iShares Future AI & Tech ETF | Add +71.8% | 0.17% | +0.09 |
| CEG Constellation Energy | Add +11.0% | 0.19% | +0.09 |
| IGPT Invesco AI and Next Gen Soft | Add +87.0% | 0.15% | +0.08 |
| BAI Ishrs AI in and Tech Act ETF | Add +104.3% | 0.12% | +0.08 |
| AIQ Global X Art Intel & Tech | Add +44.1% | 0.19% | +0.07 |
| VIG Vanguard Dividend Apprec ETF | Add +16.8% | 0.46% | +0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +5.3% | 0.31% | +0.05 |
| SOXX iShares Semiconductor ETF | Add +0.9% | 0.25% | +0.05 |
| EXC Exelon Corp. | Add +60.7% | 0.13% | +0.05 |
| ET Energy Transfer LP | New | 0.04% | +0.04 |
| BA The Boeing Co. | Add +12.3% | 0.15% | +0.04 |
| DGRO iShares Core Dividend Growth | Add +4.8% | 0.83% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +3.3% | 0.59% | +0.03 |
| EPD Enterprise Products Partners | New | 0.03% | +0.03 |
| LMT Lockheed Martin Corp. | Add +8.3% | 0.38% | +0.03 |
| URA Global X Uranium ETF | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +0.3% | 0.29% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +25.6% | 0.15% | +0.02 |
| SMMT Summit Therapeutics Inc. | New | 0.02% | +0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.21% | +0.02 |
| GLD SPDR Gold Shares | Add +1.4% | 0.61% | +0.01 |
| NOC Northrop Grumman Corp. | Add +22.5% | 0.12% | +0.01 |
| PHO Invesco Water Resources ETF | Add +11.5% | 0.09% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +50.0% | 0.03% | +0.01 |
| D Dominion Energy Inc. | Add +2.9% | 0.14% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +5.7% | 0.26% | +0.01 |
| HSY The Hershey Co. | Add +36.6% | 0.03% | +0.01 |
| AWK American Water Works Co. Inc. | New | 0.00% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.6% | 0.06% | +0.00 |
| PNC PNC Financial Services Group | Add +0.1% | 0.25% | +0.00 |
| CAH Cardinal Health Inc. | Add +0.7% | 0.02% | +0.00 |
| EWG iShares MSCI Germany ETF | Add +0.9% | 0.02% | +0.00 |
| IONQ Ionq Inc. | New | 0.00% | +0.00 |
| FTNT Fortinet Inc. | New | 0.00% | +0.00 |
| QUBT Quantum Computing Inc. | New | 0.00% | +0.00 |
| QBTS D-Wave Quantum Inc. | New | 0.00% | +0.00 |
| FGPR Ferrellgas Partners-LP | New | 0.00% | +0.00 |
| KMI Kinder Morgan Inc. | Add +1.3% | 0.01% | 0.00 |
| DVY iShares Select Dividend ETF | Add +4.3% | 0.11% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.6% | 0.02% | −0.00 |
Notes & Other Activity Q1 2025 → Q2 2025
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS | New | 0 | $16K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.