Crowley Wealth Management, Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Crowley Wealth Management, Inc. reported 414 stock positions worth $125.7 million. Its top holding was Apple (AAPL) at 10.4% of the portfolio, followed by Tesla (TSLA, 5.7%) and Proshares Ultra QQQ (QLD, 4.9%). Compared with Q2 2025, it opened 24 new positions, sold out of 13, added to 63 and reduced 20. The biggest buy was Apple (AAPL, shares +5%) and the biggest sale Walt Disney (DIS, shares −5%).

Most Recent 13F
Q4 2025
Location
WILMINGTON, DE
CIK
0002055836
Portfolio Value
$125.7M (Q3 2025)
SEC Filing
0002055836-25-000005 ↗ filed Oct 21, 2025

Holdings Value

0$50.0M$100.0M$150.0M Q4 2024: $113.4M Q4 2024 Q1 2025: $105.0M Q1 2025 Q2 2025: $109.8M Q2 2025 Q3 2025: $125.7M $125.7M Q3 2025 Q4 2025: $0 Q4 2025

Holdings 414 stocks · $125.7M
AAPL Apple Inc. 10.36% 51,146 $13.0M Add +4.7%
TSLA Tesla Inc. 5.68% 16,041 $7.1M Reduce -1.0%
QLD Proshares Ultra QQQ 4.90% 44,870 $6.2M Add +3.0%
ABBV Abbvie Inc. 4.67% 25,371 $5.9M Add +0.4%
LOW Lowe's Cos Inc. 4.49% 22,445 $5.6M Reduce -0.3%
SSO Proshares Ultra S&P500 4.48% 50,264 $5.6M Add +3.1%
MSFT Microsoft Corp. 4.35% 10,560 $5.5M Add +1.3%
JPM JPMorgan Chase & Co. 4.21% 16,763 $5.3M Reduce -0.9%
HD Home Depot Inc. 3.62% 11,241 $4.6M Add +0.5%
UWM Proshares Ultra RUSSELL2000 2.63% 71,360 $3.3M Add +3.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.60% 28,500 $3.3M Reduce -4.6%
AMGN Amgen Inc. 2.19% 9,755 $2.8M Reduce -0.8%
SYK Stryker Corp. 2.07% 7,026 $2.6M No change
AMZN Amazon.com Inc. 2.00% 11,459 $2.5M Add +0.3%
ABT Abbott Laboratories 1.99% 18,698 $2.5M No change
BRK.B Berkshire Hathaway Inc. Class B 1.83% 4,568 $2.3M No change
FDX FedEx Corp. 1.65% 8,821 $2.1M Reduce -2.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.60% 3,023 $2.0M Add +6.1%
GOOG Alphabet Inc. Class C 1.23% 6,372 $1.6M Reduce -0.3%
RTX RTX Corp. 1.19% 8,940 $1.5M Add +0.8%
V Visa Inc. Class A 1.08% 3,994 $1.4M No change
CMI Cummins Inc. 0.91% 2,715 $1.1M No change
NVDA Nvidia Corp. 0.91% 6,106 $1.1M Add +11.1%
DUK Duke Energy Corp. 0.90% 9,166 $1.1M Add +5.6%
DGRO iShares Core Dividend Growth 0.83% 15,278 $1.0M Add +7.3%
MA Mastercard Inc. Class A 0.77% 1,699 $966K No change
GLD SPDR Gold Shares 0.63% 2,210 $786K No change
VIG Vanguard Dividend Apprec ETF 0.62% 3,634 $784K Add +46.0%
GD General Dynamics Corp. 0.61% 2,249 $767K Add +1.4%
DE Deere & Co. 0.60% 1,641 $750K Add +3.8%
VTI VG Morningstar TS MKT ETF-US 0.59% 2,258 $741K Add +26.7%
IJH iShares Core S&P Midcap ETF 0.57% 11,045 $721K Add +5.4%
UPS United Parcel Service Class B 0.56% 8,496 $710K Reduce -3.2%
BIIB Biogen Inc. 0.54% 4,810 $674K Reduce -2.0%
GOOGL Alphabet Inc. Class A 0.52% 2,672 $650K Add +5.5%
JNJ Johnson & Johnson 0.52% 3,498 $649K Add +0.1%
NEE Nextera Energy Inc. 0.51% 8,505 $642K Reduce -1.0%
ED Consolidated Edison Inc. 0.51% 6,354 $639K No change
WM Waste Management Inc. 0.46% 2,590 $572K No change
ALNY Alnylam Pharmaceuticals Inc. 0.45% 1,250 $570K No change
ROK Rockwell Automation Inc. 0.45% 1,610 $563K No change
MCD McDonald's Corp. 0.40% 1,670 $507K No change
CAT Caterpillar Inc. 0.40% 1,057 $504K No change
LMT Lockheed Martin Corp. 0.39% 987 $493K Add +8.3%
TLT iShares 20+ Year Treasury BD 0.39% 5,500 $492K New
HON Honeywell International Inc. 0.39% 2,334 $491K Add +10.7%
NFLX Netflix Inc. 0.39% 409 $490K No change
AEP American Electric Power 0.37% 4,100 $461K No change
IVV iShares Core S&P 500 ETF 0.37% 689 $461K Add +54.5%
PG The Procter & Gamble Co. 0.36% 2,932 $450K Add +0.2%
COST Costco Wholesale Corp. 0.32% 432 $400K No change
NUVB Nuvation Bio Inc. 0.31% 106,798 $395K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.29% 917 $369K No change
SOXX iShares Semiconductor ETF 0.28% 1,315 $357K Add +12.9%
LLY Eli Lilly & Co. 0.28% 457 $349K No change
IVE iShares S&P 500 Value ETF 0.28% 1,682 $347K Add +13.9%
AIQ Global X Art Intel & Tech 0.27% 6,905 $341K Add +47.4%
XOM Exxon Mobil Corp. 0.27% 3,000 $338K No change
SCHB Schwab US Broad Market ETF 0.27% 13,100 $337K Add +62.7%
WMT Walmart Inc. 0.27% 3,244 $334K Add +0.2%
VOO Vanguard S&P 500 ETF 0.26% 529 $324K Add +57.9%
SPYG SS SPDR P S&P 500 Growth ETF 0.25% 3,060 $320K Reduce -3.0%
AVGO Broadcom Inc. 0.25% 950 $313K No change
PNC PNC Financial Services Group 0.23% 1,461 $293K Add +0.1%
ARTY iShares Future AI & Tech ETF 0.23% 6,185 $283K Add +41.2%
GILD Gilead Sciences Inc. 0.22% 2,480 $275K No change
IGPT Invesco AI and Next Gen Soft 0.21% 4,830 $261K Add +52.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.20% 4,942 $255K Add +0.1%
BAI Ishrs AI in and Tech Act ETF 0.20% 7,295 $249K Add +55.2%
BDX Becton Dickinson and Co. 0.20% 1,330 $249K No change
META Meta Platforms Inc. Class A 0.20% 335 $246K Add +6.3%
QCOM Qualcomm Inc. 0.19% 1,448 $241K No change
CVX Chevron Corp. 0.19% 1,526 $237K Add +0.1%
CEG Constellation Energy 0.18% 700 $230K Add +15.3%
PEP Pepsico Inc. 0.18% 1,632 $229K No change
LIN Linde PLC 0.18% 480 $228K No change
EXC Exelon Corp. 0.17% 4,864 $219K Add +64.1%
SO The Southern Co. 0.17% 2,280 $216K No change
MRK Merck & Co. Inc. 0.16% 2,437 $205K Reduce -12.3%
ORCL Oracle Corp. 0.16% 700 $197K No change
D Dominion Energy Inc. 0.15% 3,100 $190K Add +26.5%
SCCO Southern Copper Corp. 0.15% 1,542 $187K Add +4.4%
KMB Kimberly-Clark Corp. 0.15% 1,475 $183K Reduce -6.3%
GE General Electric filed as GE AEROSPACE 0.14% 586 $176K Add +1.7%
XLK SS Technology Select Sector 0.14% 620 $175K Add +3.3%
BA The Boeing Co. 0.14% 802 $173K No change
SCHD Schwab US DVD Equity ETF 0.13% 6,160 $168K No change
NOC Northrop Grumman Corp. 0.13% 271 $165K Add +5.9%
NOW ServiceNow Inc. 0.13% 178 $164K No change
DVY iShares Select Dividend ETF 0.13% 1,145 $163K Add +24.5%
IWM iShares Russell 2000 ETF 0.13% 665 $161K Add +8.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 560 $158K Add +1.8%
UBER Uber Technologies Inc. 0.12% 1,565 $153K No change
MMM 3M Co. 0.12% 978 $152K No change
TQQQ Proshares Ultrapro QQQ 0.12% 1,400 $145K New
NBIX Neurocrine Biosciences Inc. 0.11% 1,000 $140K No change
T AT&T Inc. 0.11% 4,945 $140K No change
TXN Texas Instruments Inc. 0.10% 705 $130K No change
NEM Newmont Corp. 0.10% 1,531 $129K Add +0.7%
AMD Advanced Micro Devices 0.10% 792 $128K Add +6.3%

Show all 414 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $28K (not counted above)
SecurityClassShares / PrincipalValueChange
FANNIE MAE (FNMA 8.25 PERP T) COM 1,800$28KNew

Total filed on the 13F, all lines: $125.7M.

Portfolio Sells Q2 2025 → Q3 2025
DIS The Walt Disney Co. Reduce -4.6% 2.60% −0.78
AMGN Amgen Inc. Reduce -0.8% 2.19% −0.31
JPM JPMorgan Chase & Co. Reduce -0.9% 4.21% −0.26
UPS United Parcel Service Class B Reduce -3.2% 0.56% −0.24
FDX FedEx Corp. Reduce -2.2% 1.65% −0.21
LOW Lowe's Cos Inc. Reduce -0.3% 4.49% −0.06
KMB Kimberly-Clark Corp. Reduce -6.3% 0.15% −0.04
MRK Merck & Co. Inc. Reduce -12.3% 0.16% −0.04
NEE Nextera Energy Inc. Reduce -1.0% 0.51% −0.03
BIIB Biogen Inc. Reduce -2.0% 0.54% −0.03
BPMC Blueprint Medicines Corp. Sold out 0.00% −0.02
LUV Southwest Airlines Co. Reduce -5.0% 0.10% −0.02
SPYG SS SPDR P S&P 500 Growth ETF Reduce -3.0% 0.25% −0.02
CTVA Corteva Inc. Reduce -8.8% 0.04% −0.02
DOW Dow Inc. Reduce -18.4% 0.02% −0.01
UNP Union Pacific Corp. Reduce -8.8% 0.06% −0.01
DD Dupont DE Nemours Inc. Reduce -7.1% 0.06% −0.01
WBA Walgreens Boots Alliance Inc. Sold out 0.00% −0.00
VIOV Vanguard S&P Small-Cap 600 V Sold out 0.00% −0.00
IONQ Ionq Inc. Sold out 0.00% −0.00
SWBI Smith & Wesson Brands Inc. Sold out 0.00% −0.00
GDXJ Vaneck Junior Gold Miners Sold out 0.00% −0.00
FTNT Fortinet Inc. Sold out 0.00% −0.00
QUBT Quantum Computing Inc. Sold out 0.00% −0.00
QBTS D-Wave Quantum Inc. Sold out 0.00% −0.00
SU Suncor Energy Inc. Reduce -30.3% 0.02% −0.00
LRLCY L'oreal-Unsponsored ADR Sold out 0.00% 0.00
MOS The Mosaic Co. Sold out 0.00% 0.00
PFG Principal Financial Group Sold out 0.00% 0.00
SW Smurfit Westrock PLC Sold out 0.00% 0.00
CC The Chemours Co. Reduce -6.5% 0.01% +0.00
GOOG Alphabet Inc. Class C Reduce -0.3% 1.23% +0.20
TSLA Tesla Inc. Reduce -1.0% 5.68% +0.99

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +4.7% 10.36% +1.23
ABBV Abbvie Inc. Add +0.4% 4.67% +0.41
TLT iShares 20+ Year Treasury BD New 0.39% +0.39
UWM Proshares Ultra RUSSELL2000 Add +3.1% 2.63% +0.26
QLD Proshares Ultra QQQ Add +3.0% 4.90% +0.23
VIG Vanguard Dividend Apprec ETF Add +46.0% 0.62% +0.16
SSO Proshares Ultra S&P500 Add +3.1% 4.48% +0.15
NVDA Nvidia Corp. Add +11.1% 0.91% +0.12
TQQQ Proshares Ultrapro QQQ New 0.12% +0.12
IVV iShares Core S&P 500 ETF Add +54.5% 0.37% +0.11
GOOGL Alphabet Inc. Class A Add +5.5% 0.52% +0.11
VTI VG Morningstar TS MKT ETF-US Add +26.7% 0.59% +0.10
SCHB Schwab US Broad Market ETF Add +62.7% 0.27% +0.09
AIQ Global X Art Intel & Tech Add +47.4% 0.27% +0.09
VOO Vanguard S&P 500 ETF Add +57.9% 0.26% +0.08
BAI Ishrs AI in and Tech Act ETF Add +55.2% 0.20% +0.07
IGPT Invesco AI and Next Gen Soft Add +52.9% 0.21% +0.06
ARTY iShares Future AI & Tech ETF Add +41.2% 0.23% +0.06
EXC Exelon Corp. Add +64.1% 0.17% +0.05
SOXX iShares Semiconductor ETF Add +12.9% 0.28% +0.03
JNJ Johnson & Johnson Add +0.1% 0.52% +0.03
COF Capital One Financial Corp. New 0.03% +0.03
ERAS Erasca Inc. New 0.03% +0.03
NEM Newmont Corp. Add +0.7% 0.10% +0.02
GD General Dynamics Corp. Add +1.4% 0.61% +0.02
DVY iShares Select Dividend ETF Add +24.5% 0.13% +0.02
FBCG Fidelity Blue Chip Grow ETF New 0.02% +0.02
NOC Northrop Grumman Corp. Add +5.9% 0.13% +0.01
D Dominion Energy Inc. Add +26.5% 0.15% +0.01
HSY The Hershey Co. Add +44.6% 0.05% +0.01
IVE iShares S&P 500 Value ETF Add +13.9% 0.28% +0.01
SCCO Southern Copper Corp. Add +4.4% 0.15% +0.01
SCHR Schwab Intermediate-Term US New 0.01% +0.01
RTX RTX Corp. Add +0.8% 1.19% +0.01
DNP DNP Select Income Fund Inc. New 0.01% +0.01
PANW Palo Alto Networks Inc. New 0.01% +0.01
URA Global X Uranium ETF Add +36.4% 0.03% +0.01
LIT Global X Lithium & Battery T Add +0.3% 0.03% +0.01
LMT Lockheed Martin Corp. Add +8.3% 0.39% +0.01
BMEZ BlackRock HLTH Sci TRM TR II New 0.01% +0.01
IWM iShares Russell 2000 ETF Add +8.1% 0.13% +0.01
SMMT Summit Therapeutics Inc. Add +66.7% 0.02% +0.01
AMD Advanced Micro Devices Add +6.3% 0.10% +0.01
XLC SS Comm Select Sector SPDR New 0.01% +0.01
BST BlackRock Science & Tech TR New 0.01% +0.01
GE General Electric Add +1.7% 0.14% +0.01
FEZ State Street SPDR Euro Stoxx New 0.01% +0.01
GS Goldman Sachs Group Inc. New 0.01% +0.01
UAMY United States Antimony Corp. New 0.00% +0.00
VIK Viking Holdings Ltd. New 0.00% +0.00

Notes & Other Activity Q2 2025 → Q3 2025
FANNIE MAE (FNMA 8.25 PERP T) COM New 1,800 $28K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 0$0
Q3 2025 414$125.7MAAPL, TSLA, QLD, ABBV, LOW
Q2 2025 402$109.8MAAPL, MSFT, TSLA, QLD, LOW
Q1 2025 416$105.0MAAPL, ABBV, LOW, JPM, TSLA
Q4 2024 428$113.4MAAPL, TSLA, LOW, QLD, ABBV