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Crowley Wealth Management

Latest statistics and disclosures from Crowley Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, TSLA, QLD, ABBV, LOW, and represent 30.09% of Crowley Wealth Management's stock portfolio.
Added to shares of these 10 stocks: AAPL, TLT, VIG, QLD, SSO, IVV, VTI, TQQQ, SCHB, VOO.
Started 26 new stock positions in ERAS, FNMAT, LCID, Contra Applied Genetic, PANW, BIRD, FEZ, BMEZ, SERV, VIK.
Reduced shares in these 10 stocks: DIS, TSLA, JPM, FDX, MRK, BPMC, UPS, AMGN, LOW, BIIB.
Sold out of its positions in BPMC, QBTS, FTNT, IONQ, LRLCY, Lucid Group, MOS, PFG, QUBT, SWBI. GDXJ, VIOV, Walgreen Boots Alliance, SW.
Crowley Wealth Management was a net buyer of stock by $3.6M.
Crowley Wealth Management has $126M in assets under management (AUM), dropping by 14.45%.
Central Index Key (CIK): 0002055836

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Portfolio Holdings for Crowley Wealth Management

Crowley Wealth Management holds 415 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Common Stock (AAPL)	10.4	$13M	+4%	51k	254.63	View chart
Tesla Common Stock (TSLA)	5.7	$7.1M		16k	444.72	View chart
Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)	4.9	$6.2M	+3%	45k	137.20	View chart
Abbvie Common Stock (ABBV)	4.7	$5.9M		25k	231.54	View chart
Lowes Cos Common Stock (LOW)	4.5	$5.6M		22k	251.31	View chart
Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO)	4.5	$5.6M	+3%	50k	112.13	View chart
Microsoft Corp Common Stock (MSFT)	4.4	$5.5M		11k	517.95	View chart
Jpmorgan Chase & Co Common Stock (JPM)	4.2	$5.3M		17k	315.43	View chart
Home Depot Common Stock (HD)	3.6	$4.6M		11k	405.55	View chart
Proshares Ultra Russell 2000 Etf Uit Exchange Traded (UWM)	2.6	$3.3M	+3%	71k	46.36	View chart
Disney Walt Common Stock (DIS)	2.6	$3.3M	-4%	29k	114.50	View chart
Amgen Common Stock (AMGN)	2.2	$2.8M		9.8k	282.21	View chart
Stryker Corp Common Stock (SYK)	2.1	$2.6M		7.0k	369.67	View chart
Amazon.com Common Stock (AMZN)	2.0	$2.5M		12k	219.57	View chart
Abbott Labs Common Stock (ABT)	2.0	$2.5M		19k	133.94	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	1.8	$2.3M		4.6k	502.74	View chart
Fedex Corp Common Stock (FDX)	1.7	$2.1M	-2%	8.8k	235.81	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	1.6	$2.0M	+6%	3.0k	666.10	View chart
Alphabet Inc Class C Common Stock (GOOG)	1.2	$1.6M		6.4k	243.54	View chart
Rtx Corp Common Stock (RTX)	1.2	$1.5M		8.9k	167.34	View chart
Visa Inc Class A Common Stock (V)	1.1	$1.4M		4.0k	341.39	View chart
Cummins Common Stock (CMI)	0.9	$1.1M		2.7k	422.37	View chart
Nvidia Corp Common Stock (NVDA)	0.9	$1.1M	+11%	6.1k	186.58	View chart
Duke Energy Corp Common Stock (DUK)	0.9	$1.1M	+5%	9.2k	123.75	View chart
Ishares Core Dividend Growth Etf Uit Exchange Traded (DGRO)	0.8	$1.0M	+7%	15k	68.08	View chart
Mastercard Inc Class A Common Stock (MA)	0.8	$966k		1.7k	568.76	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.6	$786k		2.2k	355.47	View chart
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)	0.6	$784k	+46%	3.6k	215.79	View chart
General Dynamics Corp Common Stock (GD)	0.6	$767k		2.2k	341.00	View chart
Deere & Co Common Stock (DE)	0.6	$750k	+3%	1.6k	457.26	View chart
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)	0.6	$741k	+26%	2.3k	328.17	View chart
Ishares Core S&p Mid Capetf Uit Exchange Traded (IJH)	0.6	$721k	+5%	11k	65.26	View chart
United Parcel Svc Inc Class B Common Stock (UPS)	0.6	$704k	-3%	8.5k	82.82	View chart
Biogen Common Stock (BIIB)	0.5	$674k	-2%	4.8k	140.08	View chart
Alphabet Inc Class Class A Common Stock (GOOGL)	0.5	$650k	+5%	2.7k	243.10	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$649k		3.5k	185.42	View chart
Nextera Energy Common Stock (NEE)	0.5	$645k		8.5k	75.82	View chart
Consolidated Edison Common Stock (ED)	0.5	$639k		6.4k	100.52	View chart
Waste Mgmt Inc Del Common Stock (WM)	0.5	$572k		2.6k	220.83	View chart
Alnylam Pharmaceuticals Common Stock (ALNY)	0.5	$570k		1.3k	456.00	View chart
Rockwell Automation Common Stock (ROK)	0.4	$563k		1.6k	349.53	View chart
Mcdonalds Corp Common Stock (MCD)	0.4	$508k		1.7k	303.89	View chart
Caterpillar Common Stock (CAT)	0.4	$504k		1.1k	477.20	View chart
Lockheed Martin Corp Common Stock (LMT)	0.4	$493k	+8%	987.00	499.31	View chart
Ishares 20 Pls Year Treasury Bnd Etf Uit Exchange Traded (TLT)	0.4	$492k	NEW	5.5k	89.37	View chart
Honeywell Intl Common Stock (HON)	0.4	$491k	+10%	2.3k	210.50	View chart
Netflix Common Stock (NFLX)	0.4	$490k		409.00	1198.92	View chart
American Elec Pwr Common Stock (AEP)	0.4	$461k		4.1k	112.50	View chart
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)	0.4	$461k	+54%	689.00	669.30	View chart
Procter & Gamble Common Stock (PG)	0.4	$451k		2.9k	153.63	View chart
Costco Whsl Corp Common Stock (COST)	0.3	$400k		432.00	925.63	View chart
Nuvation Bio Inc A Class A Common Stock (NUVB)	0.3	$395k		107k	3.70	View chart
Vanguard Mega Cap Growthetf Uit Exchange Traded (MGK)	0.3	$369k		917.00	402.42	View chart
Ishares Semiconductor Etf Uit Exchange Traded (SOXX)	0.3	$357k	+12%	1.3k	271.12	View chart
Eli Lilly And Common Stock (LLY)	0.3	$349k		457.00	763.00	View chart
Ishares S&p 500 Value Etf Uit Exchange Traded (IVE)	0.3	$347k	+13%	1.7k	206.51	View chart
Global X Fund Glb X Art Intl Tgy Etf Uit Exchange Traded (AIQ)	0.3	$341k	+47%	6.9k	49.39	View chart
Exxon Mobil Corp Common Stock (XOM)	0.3	$338k		3.0k	112.75	View chart
Schwab Us Broad Market Etf Uit Exchange Traded (SCHB)	0.3	$337k	+62%	13k	25.71	View chart
Walmart Common Stock (WMT)	0.3	$334k		3.2k	103.06	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	0.3	$324k	+57%	529.00	612.38	View chart
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)	0.3	$320k	-3%	3.1k	104.51	View chart
Broadcom Common Stock (AVGO)	0.2	$313k		950.00	329.91	View chart
Pnc Finl Services Common Stock (PNC)	0.2	$294k		1.5k	200.88	View chart
Ishares Future Ai And Tech Etf Uit Exchange Traded (ARTY)	0.2	$283k	+41%	6.2k	45.78	View chart
Gilead Sciences Common Stock (GILD)	0.2	$275k		2.5k	111.00	View chart
Invesco Ai Ad Next Gen Sftwe Etf Uit Exchange Traded (IGPT)	0.2	$261k	+52%	4.8k	54.03	View chart
Bank Of America Corp Common Stock (BAC)	0.2	$255k		4.9k	51.59	View chart
Ishares Ai Invatn And Tec Act Etf Uit Exchange Traded (BAI)	0.2	$249k	+55%	7.3k	34.16	View chart
Becton Dickinson & Co Common Stock (BDX)	0.2	$249k		1.3k	187.17	View chart
Meta Platforms Inc Class A Common Stock (META)	0.2	$246k	+6%	335.00	735.17	View chart
Qualcomm Common Stock (QCOM)	0.2	$241k		1.4k	166.36	View chart
Chevron Corp Common Stock (CVX)	0.2	$237k		1.5k	155.32	View chart
Constellation Energy Cor Common Stock (CEG)	0.2	$230k	+15%	700.00	329.07	View chart
Pepsico Common Stock (PEP)	0.2	$229k		1.6k	140.44	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.2	$228k		480.00	475.00	View chart
Exelon Corp Common Stock (EXC)	0.2	$219k	+64%	4.9k	45.01	View chart
Southern Common Stock (SO)	0.2	$216k		2.3k	94.77	View chart
Merck & Co Common Stock (MRK)	0.2	$205k	-12%	2.4k	83.93	View chart
Oracle Corp Common Stock (ORCL)	0.2	$197k		700.00	281.24	View chart
Dominion Energy Common Stock (D)	0.2	$190k	+26%	3.1k	61.17	View chart
Southern Copper Corp Common Stock (SCCO)	0.1	$188k	+4%	1.5k	121.72	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$183k	-6%	1.5k	124.34	View chart
Ge Aerospace Common Stock (GE)	0.1	$177k		586.00	301.20	View chart
Technology Select Sectorspdr Etf Uit Exchange Traded (XLK)	0.1	$175k	+3%	620.00	281.86	View chart
Boeing Common Stock (BA)	0.1	$173k		802.00	215.86	View chart
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)	0.1	$168k		6.2k	27.30	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$165k	+5%	271.00	609.32	View chart
Servicenow Common Stock (NOW)	0.1	$164k		178.00	920.28	View chart
Ishares Select Dividend Etf Uit Exchange Traded (DVY)	0.1	$163k	+24%	1.1k	142.10	View chart
Ishares Russell 2000 Etf Uit Exchange Traded (IWM)	0.1	$161k	+8%	665.00	241.96	View chart
Ibm Corp Common Stock (IBM)	0.1	$160k		560.00	285.70	View chart
Uber Technologies Common Stock (UBER)	0.1	$153k		1.6k	97.97	View chart
3M Common Stock (MMM)	0.1	$152k		978.00	155.18	View chart
Proshares Ultrapro Qqq Etf Uit Exchange Traded (TQQQ)	0.1	$145k	NEW	1.4k	103.40	View chart
Neurocrine Biosciences I Common Stock (NBIX)	0.1	$140k		1.0k	140.38	View chart
At&t Common Stock (T)	0.1	$140k		4.9k	28.24	View chart
Texas Instrs Common Stock (TXN)	0.1	$130k		705.00	183.73	View chart
Newmont Corp Common Stock (NEM)	0.1	$129k		1.5k	84.31	View chart
Advanced Micro Devic Common Stock (AMD)	0.1	$128k	+6%	792.00	161.79	View chart
Ford Mtr Co Del Common Stock (F)	0.1	$125k		11k	11.96	View chart
Southwest Airls Common Stock (LUV)	0.1	$121k	-4%	3.8k	31.91	View chart
Bank New York Mellon Cor Common Stock (BK)	0.1	$118k		1.1k	108.96	View chart
Emerson Elec Common Stock (EMR)	0.1	$116k		885.00	131.24	View chart
Invsc Water Resc Portfolio Etf Uit Exchange Traded (PHO)	0.1	$112k	+6%	1.6k	72.11	View chart
Avantis Us Small Cap Value Etf Uit Exchange Traded (AVUV)	0.1	$110k		1.1k	99.53	View chart
Fiserv Common Stock (FI)	0.1	$108k		836.00	128.93	View chart
Verizon Communications I Common Stock (VZ)	0.1	$99k		2.2k	43.95	View chart
Elevance Health Common Stock (ELV)	0.1	$97k		300.00	323.12	View chart
Vanguard Total Bond Market Etf Uit Exchange Traded (BND)	0.1	$93k		1.2k	74.37	View chart
Accenture Plc Ireland Fclass A Foreign Ordinaries (ACN)	0.1	$91k		370.00	246.60	View chart
Nebius Group N V A Fclass A Foreign Ordinaries (NBIS)	0.1	$90k		800.00	112.27	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.1	$90k	+5%	481.00	186.49	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$89k		303.00	293.30	View chart
Ge Vernova Common Stock (GEV)	0.1	$88k		143.00	614.90	View chart
Ishares Silver Trust Etf Uit Exchange Traded (SLV)	0.1	$87k		2.1k	42.37	View chart
Us Bancorp Del Common Stock (USB)	0.1	$85k		1.8k	48.33	View chart
Vanguard Small Cap Valueetf Uit Exchange Traded (VBR)	0.1	$84k		404.00	208.71	View chart
State Str Corp Common Stock (STT)	0.1	$82k		704.00	116.01	View chart
Zimmer Biomet Hldgs Common Stock (ZBH)	0.1	$78k	+2%	816.00	95.44	View chart
Berkley W R Corp Common Stock (WRB)	0.1	$78k		1.0k	76.62	View chart
Grayscale Bitcoin Trust Etf Uit Exchange Traded (GBTC)	0.1	$75k		840.00	89.77	View chart
Adobe Common Stock (ADBE)	0.1	$75k		213.00	352.75	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$75k		895.00	83.81	View chart
Carrier Global Corp Common Stock (CARR)	0.1	$75k		1.3k	59.70	View chart
Dupont De Nemours Common Stock (DD)	0.1	$74k	-7%	950.00	77.92	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$74k		165.00	447.23	View chart
Union Pac Corp Common Stock (UNP)	0.1	$74k	-8%	312.00	236.37	View chart
Spdr S&p 500 Value Etf Uit Exchange Traded (SPYV)	0.1	$73k		1.3k	55.33	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.1	$71k		278.00	254.28	View chart
Ishares S&p Small Cap 600 Etf Uit Exchange Traded (IJS)	0.1	$67k		604.00	110.59	View chart
Sysco Corp Common Stock (SYY)	0.1	$66k		800.00	82.34	View chart
Prudential Finl Common Stock (PRU)	0.1	$65k		628.00	103.74	View chart
Exelixis Common Stock (EXEL)	0.0	$62k		1.5k	41.30	View chart
Phillips 66 Common Stock (PSX)	0.0	$62k		455.00	136.02	View chart
Paychex Common Stock (PAYX)	0.0	$62k		487.00	126.84	View chart
Eaton Corp Plc F Foreign Ordinaries (ETN)	0.0	$61k		163.00	374.25	View chart
Hershey Common Stock (HSY)	0.0	$61k	+44%	324.00	187.05	View chart
Vanguard S&p Mid Cap 400value Etf Uit Exchange Traded (IVOV)	0.0	$61k		600.00	100.77	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVS)	0.0	$60k		464.00	128.24	View chart
Danaher Corp Common Stock (DHR)	0.0	$60k		300.00	198.26	View chart
Johnson Controls Int F Foreign Ordinaries (JCI)	0.0	$58k		530.00	109.95	View chart
Takeda Pharmaceutical Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (TAK)	0.0	$58k		3.9k	14.64	View chart
Pfizer Common Stock (PFE)	0.0	$57k		2.2k	25.48	View chart
Eog Res Common Stock (EOG)	0.0	$56k		500.00	112.12	View chart
Digital Rlty Tr Inc Reit Real Estate Investme (DLR)	0.0	$52k		300.00	172.88	View chart
Corteva Common Stock (CTVA)	0.0	$51k	-8%	754.00	67.63	View chart
Williams Cos Common Stock (WMB)	0.0	$50k		788.00	63.35	View chart
Siemens A G Fsponsored Adr 1 Adr Reps 0.5 Ord American Depository (SIEGY)	0.0	$49k		366.00	135.01	View chart
Dell Technologies Inc Class C Common Stock (DELL)	0.0	$46k		324.00	141.77	View chart
Ishares Global Clean Energy Etf Uit Exchange Traded (ICLN)	0.0	$46k		2.9k	15.48	View chart
F5 Common Stock (FFIV)	0.0	$45k		140.00	323.19	View chart
Morgan Stanley Common Stock (MS)	0.0	$43k		273.00	158.96	View chart
Global X Lithium Batterytech Etf Uit Exchange Traded (LIT)	0.0	$43k		761.00	56.85	View chart
First Comwlth Finl Corp Common Stock (FCF)	0.0	$43k		2.5k	17.05	View chart
Middlesex Wtr Common Stock (MSEX)	0.0	$43k		785.00	54.12	View chart
Pure Storage Inc Class A Common Stock (PSTG)	0.0	$42k		500.00	83.81	View chart
Energy Transfer Limited Partnershp (ET)	0.0	$41k		2.4k	17.16	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.0	$41k		450.00	91.43	View chart
Barrick Mng Corp F Foreign Canadian (B)	0.0	$41k		1.3k	32.77	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.0	$39k		80.00	485.02	View chart
Avalonbay Cmntys Inc Reit Real Estate Investme (AVB)	0.0	$39k		200.00	193.17	View chart
Flexshs Stoxx Us Esg Slct Indx Etf Uit Exchange Traded (ESG)	0.0	$39k		250.00	154.22	View chart
American Tower Corp New Reit Real Estate Investme (AMT)	0.0	$39k		200.00	192.32	View chart
Global X Uranium Etf Uit Exchange Traded (URA)	0.0	$36k	+36%	750.00	47.67	View chart
Bristol Myers Squibb Common Stock (BMY)	0.0	$35k		776.00	45.10	View chart
Spotify Technology S A F Foreign Ordinaries (SPOT)	0.0	$35k		50.00	698.00	View chart
Schwab Us Small Cap Etf Uit Exchange Traded (SCHA)	0.0	$34k		1.2k	27.90	View chart
Global X Us Infra Dvlpmnt Etf Uit Exchange Traded (PAVE)	0.0	$33k		700.00	47.63	View chart
Target Corp Equity Class Equity Common Stock (TGT)	0.0	$33k		371.00	89.70	View chart
Vanguard Information Technology Etf Uit Exchange Traded (VGT)	0.0	$33k		44.00	746.64	View chart
Capital One Finl Corp Common Stock (COF)	0.0	$33k	NEW	154.00	212.58	View chart
Erasca Common Stock (ERAS)	0.0	$33k	NEW	15k	2.18	View chart
Trimble Common Stock (TRMB)	0.0	$33k		400.00	81.65	View chart
Wsfs Finl Corp Common Stock (WSFS)	0.0	$32k		600.00	53.93	View chart
Jpmorgan Equity Premium Income Etf Uit Exchange Traded (JEPI)	0.0	$31k		550.00	57.10	View chart
Summit Therapeutics Common Stock (SMMT)	0.0	$31k	+66%	1.5k	20.66	View chart
The Coca-cola Common Stock (KO)	0.0	$31k		463.00	66.32	View chart
L3harris Technologies In Common Stock (LHX)	0.0	$31k		100.00	305.41	View chart
Eastgroup Pptys Inc Reit Real Estate Investme (EGP)	0.0	$31k		180.00	169.26	View chart
York Wtr Common Stock (YORW)	0.0	$30k		1.0k	30.42	View chart
Te Connectivity Plc F Foreign Ordinaries (TEL)	0.0	$30k		138.00	219.53	View chart
Nuvalent Inc Class A Common Stock (NUVL)	0.0	$30k		350.00	86.48	View chart
Prologis Inc Reit Real Estate Investme (PLD)	0.0	$30k		260.00	114.52	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.0	$30k		950.00	31.27	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.0	$30k		105.00	282.25	View chart
Invesco Building And Constrctn Etf Uit Exchange Traded (PKB)	0.0	$29k		307.00	95.45	View chart
Suncor Energy Inc New F Foreign Canadian (SU)	0.0	$29k	-30%	690.00	41.81	View chart
Medtronic Plc F Foreign Ordinaries (MDT)	0.0	$29k		300.00	95.24	View chart
Conocophillips Common Stock (COP)	0.0	$28k		299.00	94.59	View chart
Federal Ntnl 8.25 Pfdpfd Ser T Preferred Stock (FNMAT)	0.0	$28k	NEW	1.8k	15.70	View chart
Cisco Sys Common Stock (CSCO)	0.0	$28k	+4%	413.00	68.42	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.0	$28k		50.00	562.28	View chart
Dow Common Stock (DOW)	0.0	$28k	-18%	1.2k	22.93	View chart
Ventas Inc Reit Real Estate Investme (VTR)	0.0	$28k		393.00	69.99	View chart
Edwards Lifesciences Cor Common Stock (EW)	0.0	$27k		352.00	77.77	View chart
Tarsus Pharmaceuticals I Common Stock (TARS)	0.0	$27k		450.00	59.43	View chart
Sap Se Fsponsored Adr 1 Adr Reps 1 Ord American Depository (SAP)	0.0	$27k		100.00	267.21	View chart
Yum Brands Common Stock (YUM)	0.0	$27k		175.00	152.17	View chart
Ishares Msci Germany Etf Uit Exchange Traded (EWG)	0.0	$26k		635.00	41.64	View chart
Intel Corp Common Stock (INTC)	0.0	$26k		785.00	33.55	View chart
Essential Pptys Rlty Tr Reit Real Estate Investme (EPRT)	0.0	$26k		880.00	29.76	View chart
Invsc S P Global Water Index Etf Uit Exchange Traded (CGW)	0.0	$26k		400.00	64.24	View chart
Delta Air Lines Inc Del Common Stock (DAL)	0.0	$26k		450.00	56.75	View chart
M & T Bk Corp Common Stock (MTB)	0.0	$25k	+10%	127.00	197.62	View chart
Cardinal Health Common Stock (CAH)	0.0	$25k		156.00	157.06	View chart
Cogent Biosciences Common Stock (COGT)	0.0	$24k		1.7k	14.36	View chart
Canadian Pacific Kan F Foreign Canadian (CP)	0.0	$24k		326.00	74.49	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.0	$24k		50.00	479.62	View chart
Crh Public Limited Co F Foreign Ordinaries (CRH)	0.0	$24k		200.00	119.90	View chart
Salesforce Common Stock (CRM)	0.0	$24k		100.00	237.00	View chart
Vanguard Industrials Etf Uit Exchange Traded (VIS)	0.0	$23k		78.00	296.29	View chart
Murphy Oil Corp Common Stock (MUR)	0.0	$23k		800.00	28.41	View chart
Fidelity Blue Chip Growth Etf Uit Exchange Traded (FBCG)	0.0	$22k	NEW	409.00	53.66	View chart
Sony Group Corp Ftrades With Due Bills American Depository (SONY)	0.0	$22k		750.00	28.79	View chart
Travelers Cos Common Stock (TRV)	0.0	$22k		77.00	279.22	View chart
Equinor Asa Fsponsored Adr 1 Adr Reps 1 Ord American Depository (EQNR)	0.0	$21k		870.00	24.38	View chart
Global X Nasdq 100 Cv Cal Grw Etf Uit Exchange Traded (QYLG)	0.0	$21k		711.00	29.32	View chart
Select Str Financial Select Spdr Etf Uit Exchange Traded (XLF)	0.0	$20k	+53%	368.00	53.87	View chart
Aecom Common Stock (ACM)	0.0	$20k		150.00	130.47	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ASML)	0.0	$19k		20.00	968.10	View chart
Butterfly Network Inc Class A Common Stock (BFLY)	0.0	$19k		10k	1.93	View chart
First Trust Nasdaq Cybrscrty Etf Uit Exchange Traded (CIBR)	0.0	$19k		250.00	76.01	View chart
Biocryst Pharmaceuticals Common Stock (BCRX)	0.0	$19k		2.5k	7.59	View chart
Dollar Tree Common Stock (DLTR)	0.0	$19k		200.00	94.37	View chart
Comcast Corp New Class A Common Stock (CMCSA)	0.0	$19k		600.00	31.42	View chart
Bjs Whsl Club Hldgs Common Stock (BJ)	0.0	$19k		200.00	93.25	View chart
Vanguard Real Estate Etf Uit Exchange Traded (VNQ)	0.0	$18k		200.00	91.42	View chart
Ebay Common Stock (EBAY)	0.0	$18k		200.00	90.95	View chart
Akamai Technologies Common Stock (AKAM)	0.0	$18k		240.00	75.76	View chart
Pg&e Corp Common Stock (PCG)	0.0	$18k		1.2k	15.08	View chart
Moderna Common Stock (MRNA)	0.0	$18k		700.00	25.83	View chart
Hercules Cap Common Stock (HTGC)	0.0	$17k		900.00	18.91	View chart
Incyte Corp Common Stock (INCY)	0.0	$17k		200.00	84.81	View chart
Ark Genomic Revolution Etf Uit Exchange Traded (ARKG)	0.0	$17k		600.00	27.77	View chart
Revolution Medicines Common Stock (RVMD)	0.0	$16k		350.00	46.70	View chart
Arista Networks Common Stock (ANET)	0.0	$16k		112.00	145.71	View chart
Artesian Res Corp Class A Common Stock (ARTNA)	0.0	$16k		500.00	32.60	View chart
Vanguard Esg Us Stock Etf Uit Exchange Traded (ESGV)	0.0	$16k		136.00	118.44	View chart
Schwab Intermediate Termus Trs Etf Uit Exchange Traded (SCHR)	0.0	$16k	NEW	631.00	25.13	View chart
Genuine Parts Common Stock (GPC)	0.0	$16k		114.00	138.60	View chart
Ishares Cybersecurity And Tech Etf Uit Exchange Traded (IHAK)	0.0	$16k		300.00	52.33	View chart
Vanguard Large Cap Etf Uit Exchange Traded (VV)	0.0	$15k		50.00	307.86	View chart
Janus Henderson Group F Foreign Ordinaries (JHG)	0.0	$15k		333.00	44.51	View chart
Hewlett Packard Enterpri Common Stock (HPE)	0.0	$15k		601.00	24.56	View chart
Vanguard Mid Cap Etf Uit Exchange Traded (VO)	0.0	$15k		50.00	293.74	View chart
Rivian Automotive Inc Class A Common Stock (RIVN)	0.0	$15k		1.0k	14.68	View chart
Block Inc A Class Class A Common Stock (XYZ)	0.0	$15k		200.00	72.27	View chart
Abb Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (ABBNY)	0.0	$14k		200.00	71.95	View chart
Victoryshares Short-termbond Etf Uit Exchange Traded (USTB)	0.0	$14k		280.00	50.99	View chart
Ge Healthcare Technologi Common Stock (GEHC)	0.0	$14k		190.00	75.10	View chart
Zoetis Inc Class A Common Stock (ZTS)	0.0	$14k		96.00	147.05	View chart
Solventum Corp Common Stock (SOLV)	0.0	$14k		193.00	73.00	View chart
Take-two Interactive Sof Common Stock (TTWO)	0.0	$14k		54.00	258.35	View chart
Cvs Health Corp Common Stock (CVS)	0.0	$14k		185.00	75.39	View chart
Amplify Cwp Enhanced Divinm Etf Uit Exchange Traded (DIVO)	0.0	$13k		300.00	44.57	View chart
Ntnl Grid Plc Adr Fsponsored Adr 1 Adr Reps 5 Ord American Depository (NGG)	0.0	$13k		183.00	72.67	View chart
Invesco S P 500 Revenue Etf Uit Exchange Traded (RWL)	0.0	$13k		119.00	110.66	View chart
Unilever Plc Fsponsored Adr 1 Adr Reps 1 Ord American Depository (UL)	0.0	$13k		218.00	59.28	View chart
Agilent Technologies Common Stock (A)	0.0	$13k		100.00	128.35	View chart
Marvell Technology Common Stock (MRVL)	0.0	$13k		150.00	84.07	View chart
Vanguard Energy Etf Uit Exchange Traded (VDE)	0.0	$13k		100.00	125.86	View chart
Vanguard Ftse Emerging Markets Etf Uit Exchange Traded (VWO)	0.0	$13k		231.00	54.18	View chart
Dnp Select Income Cf Closed End Mutl Fund (DNP)	0.0	$12k	NEW	1.2k	10.01	View chart
Hecla Mng Common Stock (HL)	0.0	$12k		1.0k	12.10	View chart
Lincoln Natl Corp Ind Common Stock (LNC)	0.0	$12k		300.00	40.33	View chart
Vanguard Materials Etf Uit Exchange Traded (VAW)	0.0	$12k		59.00	204.86	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$12k	NEW	57.00	203.61	View chart
J P Morgan Nasdaq Eqt Prm Inc Etf Uit Exchange Traded (JEPQ)	0.0	$12k		200.00	57.52	View chart
Exact Sciences Corp Common Stock (EXAS)	0.0	$11k		200.00	54.71	View chart
Fortune Brands Innovatio Common Stock (FBIN)	0.0	$11k		200.00	53.39	View chart
Veralto Corp Common Stock (VLTO)	0.0	$11k		100.00	106.61	View chart
Ishares Core Msci Eafe Etf Uit Exchange Traded (IEFA)	0.0	$11k		122.00	87.31	View chart
Universal Health Svcs Inclass B Common Stock (UHS)	0.0	$10k		50.00	204.44	View chart
Select Sector Health Care Spdr Etf Uit Exchange Traded (XLV)	0.0	$10k		73.00	139.16	View chart
Vanguard Communication Services Etf Uit Exchange Traded (VOX)	0.0	$10k		54.00	187.72	View chart
Spdr Fund Consumer Discre Select Etf Uit Exchange Traded (XLY)	0.0	$10k		42.00	239.64	View chart
Ishares Msci All Count Asa Ex Jp Etf Uit Exchange Traded (AAXJ)	0.0	$10k		110.00	91.22	View chart
Welltower Inc Reit Real Estate Investme (WELL)	0.0	$9.8k		55.00	178.15	View chart
Vaneck Preferred Securt Ex Fncl Etf Uit Exchange Traded (PFXF)	0.0	$9.8k		550.00	17.77	View chart
Crown Castle Inc Reit Reit Real Estate Investme (CCI)	0.0	$9.6k		100.00	96.49	View chart
Nintendo Co Ltd Ky Ordf Unlstd Foreign Ordry (NTDOF)	0.0	$9.5k		110.00	86.56	View chart
Ishares Jpmorgan Usd Mtsbond Etf Uit Exchange Traded (EMB)	0.0	$9.5k		100.00	95.19	View chart
Ishares Preferred Incomesec Etf Uit Exchange Traded (PFF)	0.0	$9.5k		300.00	31.62	View chart
Ishares Asia 50 Etf Uit Exchange Traded (AIA)	0.0	$9.5k		100.00	94.60	View chart
Paypal Hldgs Common Stock (PYPL)	0.0	$9.4k		140.00	67.06	View chart
Schwab International Equity Etf Uit Exchange Traded (SCHF)	0.0	$9.3k		400.00	23.28	View chart
Chemours Common Stock (CC)	0.0	$9.1k	-6%	577.00	15.84	View chart
Global X S And P 500 Covr Call Etf Uit Exchange Traded (XYLG)	0.0	$9.1k		317.00	28.80	View chart
Toast Inc Class A Common Stock (TOST)	0.0	$9.1k		250.00	36.51	View chart
Blackrock Health Science Closed End Mutl Fund (BMEZ)	0.0	$9.1k	NEW	630.00	14.42	View chart
Edgewise Therapeutics In Common Stock (EWTX)	0.0	$9.1k		560.00	16.22	View chart
Nuscale Pwr Corp Class A Common Stock (SMR)	0.0	$9.0k		250.00	36.00	View chart
Dianthus Therapeutics In Common Stock (DNTH)	0.0	$8.7k		221.00	39.35	View chart
Kinder Morgan Inc Del Common Stock (KMI)	0.0	$8.7k		307.00	28.31	View chart
Vanguard Ftse Developed Markets Etf Uit Exchange Traded (VEA)	0.0	$8.6k		144.00	59.92	View chart
Grayscale Bitcoin Mini Trust Etf Uit Exchange Traded (BTC)	0.0	$8.5k		168.00	50.63	View chart
Airbnb Inc Class A Common Stock (ABNB)	0.0	$8.5k		70.00	121.41	View chart
Roche Hldg Ltd Fsponsored Adr 1 Adr Re 0.125 Ord American Depository (RHHBY)	0.0	$8.4k		200.00	41.81	View chart
Metlife Common Stock (MET)	0.0	$8.2k		100.00	82.37	View chart
Applied Matls Common Stock (AMAT)	0.0	$8.2k		40.00	204.75	View chart
Ishares Iboxx High Yieldbond Etf Uit Exchange Traded (HYG)	0.0	$8.1k		100.00	81.19	View chart
Kura Oncology Common Stock (KURA)	0.0	$8.0k		900.00	8.85	View chart
Electronic Arts Common Stock (EA)	0.0	$7.7k		38.00	201.71	View chart
Kla Corp Common Stock (KLAC)	0.0	$7.5k		7.00	1078.57	View chart
Range Res Corp Common Stock (RRC)	0.0	$7.5k		200.00	37.64	View chart
Lightwave Logic Common Stock (LWLG)	0.0	$7.4k		2.0k	3.71	View chart
Monolithic Pwr Sys Common Stock (MPWR)	0.0	$7.4k		8.00	920.62	View chart
Schwab Short Term Us Treasury Etf Uit Exchange Traded (SCHO)	0.0	$7.3k		300.00	24.40	View chart
Shell Plc Ftender Offer Exp: American Depository (SHEL)	0.0	$7.2k		100.00	71.53	View chart
Communicat Svs Slct Sec Spdr Etf Uit Exchange Traded (XLC)	0.0	$7.1k	NEW	60.00	118.37	View chart
Devon Energy Corp Common Stock (DVN)	0.0	$7.0k		200.00	35.06	View chart
Spdr Euro Stoxx 50 Etf Uit Exchange Traded (FEZ)	0.0	$6.6k	NEW	107.00	62.12	View chart
Blackrock Science Techno Closed End Mutl Fund (BST)	0.0	$6.6k	NEW	160.00	41.36	View chart
Baidu Inc Fsponsored Adr 1 Adr Reps 8 Ord American Depository (BIDU)	0.0	$6.6k		50.00	131.78	View chart
Emcor Group Common Stock (EME)	0.0	$6.5k		10.00	649.50	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$6.4k	NEW	8.00	796.38	View chart
Viking Hldgs Ltd F Foreign Ordinaries (VIK)	0.0	$6.2k	NEW	100.00	62.16	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord American Depository (DEO)	0.0	$6.2k		65.00	95.43	View chart
Us Antimony Corp Common Stock (UAMY)	0.0	$6.2k	NEW	1.0k	6.20	View chart
Palantir Technologies Inclass A Common Stock (PLTR)	0.0	$6.0k	NEW	33.00	182.42	View chart
Innovative Indl Pptys Inreit Real Estate Investme (IIPR)	0.0	$5.4k		100.00	53.58	View chart
Lam Resh Corp Common Stock (LRCX)	0.0	$5.4k		40.00	133.90	View chart
Ishares Trt Is 5-10 Inv Gr Cr Bd Etf Uit Exchange Traded (IGIB)	0.0	$5.4k		99.00	54.09	View chart
American Wtr Wks Common Stock (AWK)	0.0	$4.9k		35.00	139.20	View chart
Truist Finl Corp Common Stock (TFC)	0.0	$4.8k		106.00	45.72	View chart
Illinois Tool Wks Common Stock (ITW)	0.0	$4.7k		18.00	260.78	View chart
Fastenal Common Stock (FAST)	0.0	$4.5k		92.00	49.04	View chart
Keysight Technologies In Common Stock (KEYS)	0.0	$4.2k		24.00	174.92	View chart
Eagle Matls Common Stock (EXP)	0.0	$4.2k		18.00	233.06	View chart
Spdr Fund Materials Select Sectr Etf Uit Exchange Traded (XLB)	0.0	$4.1k		46.00	89.63	View chart
Brown Forman Corp Class A Common Stock (BF.A)	0.0	$4.0k		150.00	26.91	View chart
Weyerhaeuser Co Reit Real Estate Investme (WY)	0.0	$4.0k		160.00	24.79	View chart
Mettler-toledo Intl Common Stock (MTD)	0.0	$3.7k		3.00	1227.67	View chart
Monster Beverage Corp Ne Common Stock (MNST)	0.0	$3.6k		54.00	67.31	View chart
Mondelez Intl Inc Class A Common Stock (MDLZ)	0.0	$3.6k		58.00	62.47	View chart
Lucid Group Common Stock (LCID)	0.0	$3.6k	NEW	150.00	23.79	View chart
Crane Common Stock (CR)	0.0	$3.5k		19.00	184.16	View chart
Pitney Bowes Common Stock (PBI)	0.0	$3.4k		300.00	11.41	View chart
Intuit Common Stock (INTU)	0.0	$3.4k		5.00	683.00	View chart
Sei Invts Common Stock (SEIC)	0.0	$3.4k		40.00	84.85	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.3k		110.00	30.03	View chart
Anixa Biosciences Common Stock (ANIX)	0.0	$3.3k		1.0k	3.30	View chart
Sempra Common Stock (SRE)	0.0	$3.2k		36.00	89.97	View chart
Sandoz Group Ag Fsponsored Adr 1 Adr Reps 1 Ord American Depository (SDZNY)	0.0	$3.1k		52.00	59.63	View chart
Syndax Pharmaceuticals I Common Stock (SNDX)	0.0	$3.1k		200.00	15.38	View chart
Teradyne Common Stock (TER)	0.0	$3.0k		22.00	137.64	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.0	$3.0k		15.00	201.53	View chart
Verisk Analytics Inc Class A Common Stock (VRSK)	0.0	$3.0k		12.00	251.50	View chart
Air Prods & Chems Common Stock (APD)	0.0	$3.0k		11.00	272.73	View chart
Lumentum Hldgs Common Stock (LITE)	0.0	$2.9k		18.00	162.72	View chart
Carnival Corp F Foreign Ordinaries (CCL)	0.0	$2.9k		100.00	28.91	View chart
Graco Common Stock (GGG)	0.0	$2.9k		34.00	84.97	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord American Depository (NVO)	0.0	$2.8k		50.00	55.50	View chart
Csx Corp Common Stock (CSX)	0.0	$2.7k		77.00	35.51	View chart
Uipath Inc Class A Common Stock (PATH)	0.0	$2.7k		200.00	13.38	View chart
Healthpeak Pptys Inc Reit Real Estate Investme (DOC)	0.0	$2.6k		136.00	19.15	View chart
Mattel Common Stock (MAT)	0.0	$2.5k		150.00	16.83	View chart
Watts Water Technologiesclass A Common Stock (WTS)	0.0	$2.5k		9.00	279.33	View chart
Invsc Solar Etf Uit Exchange Traded (TAN)	0.0	$2.4k		56.00	43.62	View chart
Raymond James Finl Common Stock (RJF)	0.0	$2.4k		14.00	172.57	View chart
Cava Group Common Stock (CAVA)	0.0	$2.4k		40.00	60.40	View chart
Teledyne Technologies In Common Stock (TDY)	0.0	$2.3k		4.00	586.00	View chart
Old Dominion Freight Lin Common Stock (ODFL)	0.0	$2.3k		16.00	140.75	View chart
Henry Jack & Assoc Common Stock (JKHY)	0.0	$2.2k		15.00	148.93	View chart
Resmed Common Stock (RMD)	0.0	$2.2k		8.00	273.75	View chart
Waters Corp Common Stock (WAT)	0.0	$2.1k		7.00	299.86	View chart
Sabra Health Care Reit Ireit Real Estate Investme (SBRA)	0.0	$2.1k		110.00	18.64	View chart
Gentex Corp Common Stock (GNTX)	0.0	$2.0k		70.00	28.30	View chart
Steris Plc F Foreign Ordinaries (STE)	0.0	$2.0k		8.00	247.50	View chart
Adeia Common Stock (ADEA)	0.0	$1.9k		115.00	16.80	View chart
Deckers Outdoor Corp Common Stock (DECK)	0.0	$1.8k		18.00	101.39	View chart
Idex Corp Common Stock (IEX)	0.0	$1.8k		11.00	162.73	View chart
Organon & Co Common Stock (OGN)	0.0	$1.8k		165.00	10.68	View chart
Infosys Ltd Fsponsored Adr 1 Adr Reps 1 Ord American Depository (INFY)	0.0	$1.7k		107.00	16.27	View chart
Copart Common Stock (CPRT)	0.0	$1.6k		36.00	44.97	View chart
Brown & Brown Common Stock (BRO)	0.0	$1.6k		17.00	93.76	View chart
Entegris Common Stock (ENTG)	0.0	$1.5k		16.00	92.44	View chart
Bluelinx Hldgs Common Stock (BXC)	0.0	$1.5k		20.00	73.10	View chart
Booz Allen Hamilton Hldgclass A Common Stock (BAH)	0.0	$1.4k		14.00	99.93	View chart
Siriusxm Hldgs Inc Equitclass Equity Common Stock (SIRI)	0.0	$1.4k		60.00	23.28	View chart
Serve Robotics Common Stock (SERV)	0.0	$1.4k	NEW	120.00	11.63	View chart
Rego Pmt Architectures I Common Stock (RPMT)	0.0	$1.3k		3.3k	0.39	View chart
Pool Corp Common Stock (POOL)	0.0	$1.2k		4.00	310.00	View chart
Cooper Cos Common Stock (COO)	0.0	$1.1k		16.00	68.56	View chart
Sps Comm Common Stock (SPSC)	0.0	$1.0k		10.00	104.10	View chart
Baxter Intl Common Stock (BAX)	0.0	$949.998000	NEW	42.00	22.62	View chart
Inovio Pharmaceuticals I Common Stock (INO)	0.0	$944.996400		404.00	2.34	View chart
Plug Pwr Common Stock (PLUG)	0.0	$791.996000	NEW	340.00	2.33	View chart
Trulieve Cannabis Corp F Foreign Canadian (TCNNF)	0.0	$563.997000		70.00	8.06	View chart
Ferrellgas Partners L Limited Partnershp (FGPR)	0.0	$561.001600		38.00	14.76	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$546.999600		21.00	26.05	View chart
Curaleaf Hldgs Inc F Foreign Canadian (CURLF)	0.0	$279.000000		100.00	2.79	View chart
Cipher Mng Common Stock (CIFR)	0.0	$238.999100		19.00	12.58	View chart
Compass Pathways Adr A Funsponsored Adr 1 Adr Reps 1 Ord American Depository (CMPS)	0.0	$171.999000		30.00	5.73	View chart
Allbirds Inc Class A Common Stock (BIRD)	0.0	$153.000900	NEW	27.00	5.67	View chart
Proshares Bitcoin Etf Uit Exchange Traded (BITO)	0.0	$98.000000		5.00	19.60	View chart
Numinus Wellness Inc F Foreign Canadian (NUMIF)	0.0	$90.000000		2.5k	0.04	View chart
Vaneck Social Sentiment Etf Uit Exchange Traded (BUZZ)	0.0	$72.000000		2.00	36.00	View chart
Ideanomics Common Stock (IDEXQ)	0.0	$63.165400		6.3k	0.01	View chart
Growgeneration Corp Common Stock (GRWG)	0.0	$56.001000		30.00	1.87	View chart
Venture Global Inc Class A Common Stock (VG)	0.0	$28.000000		2.00	14.00	View chart
Cleanspark Common Stock (CLSK)	0.0	$15.000000		1.00	15.00	View chart
Planet 13 Hldgs Inc Nev Common Stock (PLNH)	0.0	$1.000000		5.00	0.20	View chart
Fonix Corp Xxxregistration Revoked By The Sec Eff: 07/06/12 Common Stock	0.0	$0		4.00	0.00	View chart
Ozop Energy Solutions In Common Stock (OZSC)	0.0	$0		214.00	0.00	View chart
Pure Extracts Technolo F Foreign Canadian (PRXTF)	0.0	$0		6.1k	0.00	View chart
Slang Worldwide Inc F Foreign Canadian (SLGWQ)	0.0	$0		20.00	0.00	View chart
Alt Hse Cannabis Inc F Foreign Canadian	0.0	$0		51.00	0.00	View chart
Magenta Therape Common Stock	0.0	$0		2.7k	0.00	View chart
Mirati Therapeutics Xxxcontingent Value Right Eff: 01/23/2024 Reorg Stock	0.0	$0		375.00	0.00	View chart
Bellicum Pharmaceuticxxxpending Possible Future Eff: 03/04/24 Reorg Stock	0.0	$0	NEW	11.00	0.00	View chart
Walgreens Boots Alliance Common Stock	0.0	$0	NEW	380.00	0.00	View chart
Blueprint Medicines Corp Common Stock	0.0	$0	NEW	200.00	0.00	View chart
Contra Applied Genetic Common Stock	0.0	$0	NEW	140.00	0.00	View chart

Past Filings by Crowley Wealth Management

SEC 13F filings are viewable for Crowley Wealth Management going back to 2024

Crowley Wealth Management 2025 Q3 filed Oct. 21, 2025
Crowley Wealth Management 2025 Q2 filed July 16, 2025
Crowley Wealth Management 2025 Q1 filed April 16, 2025
Crowley Wealth Management 2024 Q4 filed Feb. 11, 2025

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