Filed: 7/16/2025ACC: 0002055836-25-000004
📋 What this filing means
CROWLEY WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 403 equity positions with a total reported market value of $109.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
403
Positions
$109.87M
Total AUM (reported)
889.71K
Total Shares
Allocation by class
COMMON STOCK$86.20M78.5%
UIT EXCHANGE TRADED$22.25M20.2%
FOREIGN ORDINARIES$648.5K0.6%
AMERICAN DEPOSITORY$325.1K0.3%
REAL ESTATE INVESTME$280.3K0.3%
FOREIGN CANADIAN$78.1K0.1%
LIMITED PARTNERSHP$73.4K0.1%
Portfolio Concentration
Top 3$20.36M18.5%
4–10$32.29M29.4%
11–25$26.85M24.4%
Rest$30.37M27.6%
Top 3 weight
18.5%
Top 10 weight
47.9%
Voting Authority Distribution
Total shares with voting rights: 889.71K
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
889.71K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole403
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings403
Rows:
APPLE INC
SOLEShares48.87K
TypeSH
Market value$10.03M
9.13%
Sole
0.00
Shared
0.00
None
48.87K
MICROSOFT CORP
SOLEShares10.43K
TypeSH
Market value$5.19M
4.72%
Sole
0.00
Shared
0.00
None
10.43K
TESLA INC
SOLEShares16.21K
TypeSH
Market value$5.15M
4.69%
Sole
0.00
Shared
0.00
None
16.21K
PROSHARES ULTRA QQQ ETF
SOLEShares43.55K
TypeSH
Market value$5.13M
4.67%
Sole
0.00
Shared
0.00
None
43.55K
LOWES COS INC
SOLEShares22.50K
TypeSH
Market value$4.99M
4.54%
Sole
0.00
Shared
0.00
None
22.50K
JPMORGAN CHASE & CO
SOLEShares16.92K
TypeSH
Market value$4.91M
4.47%
Sole
0.00
Shared
0.00
None
16.92K
PROSHARES ULTRA S&P 500 ETF
SOLEShares48.75K
TypeSH
Market value$4.76M
4.34%
Sole
0.00
Shared
0.00
None
48.75K
ABBVIE INC
SOLEShares25.26K
TypeSH
Market value$4.69M
4.27%
Sole
0.00
Shared
0.00
None
25.26K
HOME DEPOT INC
SOLEShares11.19K
TypeSH
Market value$4.10M
3.73%
Sole
0.00
Shared
0.00
None
11.19K
DISNEY WALT CO
SOLEShares29.88K
TypeSH
Market value$3.71M
3.37%
Sole
0.00
Shared
0.00
None
29.88K
STRYKER CORP
SOLEShares7.03K
TypeSH
Market value$2.78M
2.53%
Sole
0.00
Shared
0.00
None
7.03K
AMGEN INC
SOLEShares9.84K
TypeSH
Market value$2.75M
2.50%
Sole
0.00
Shared
0.00
None
9.84K
PROSHARES ULTRA RUSSELL 2000 ETF
SOLEShares69.20K
TypeSH
Market value$2.61M
2.37%
Sole
0.00
Shared
0.00
None
69.20K
ABBOTT LABS
SOLEShares18.70K
TypeSH
Market value$2.54M
2.31%
Sole
0.00
Shared
0.00
None
18.70K
AMAZON.COM INC
SOLEShares11.43K
TypeSH
Market value$2.51M
2.28%
Sole
0.00
Shared
0.00
None
11.43K
BERKSHIRE HATHAWAY CLASS B
SOLEShares4.57K
TypeSH
Market value$2.22M
2.02%
Sole
0.00
Shared
0.00
None
4.57K
FEDEX CORP
SOLEShares9.02K
TypeSH
Market value$2.05M
1.87%
Sole
0.00
Shared
0.00
None
9.02K
SPDR S&P 500 ETF
SOLEShares2.85K
TypeSH
Market value$1.76M
1.60%
Sole
0.00
Shared
0.00
None
2.85K
VISA INC CLASS A
SOLEShares3.99K
TypeSH
Market value$1.42M
1.29%
Sole
0.00
Shared
0.00
None
3.99K
RTX CORP
SOLEShares8.87K
TypeSH
Market value$1.29M
1.18%
Sole
0.00
Shared
0.00
None
8.87K
ALPHABET INC CLASS C
SOLEShares6.39K
TypeSH
Market value$1.13M
1.03%
Sole
0.00
Shared
0.00
None
6.39K
DUKE ENERGY CORP NEW
SOLEShares8.68K
TypeSH
Market value$1.03M
0.94%
Sole
0.00
Shared
0.00
None
8.68K
MASTERCARD INC CLASS A
SOLEShares1.70K
TypeSH
Market value$954.6K
0.87%
Sole
0.00
Shared
0.00
None
1.70K
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares14.24K
TypeSH
Market value$910.7K
0.83%
Sole
0.00
Shared
0.00
None
14.24K
CUMMINS INC
SOLEShares2.71K
TypeSH
Market value$889.2K
0.81%
Sole
0.00
Shared
0.00
None
2.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COMMON STOCK | 48.87K | SH | $10.03M 9.13% | 0.00 | 0.00 | 48.87K |
MICROSOFT CORPSOLE | COMMON STOCK | 10.43K | SH | $5.19M 4.72% | 0.00 | 0.00 | 10.43K |
TESLA INCSOLE | COMMON STOCK | 16.21K | SH | $5.15M 4.69% | 0.00 | 0.00 | 16.21K |
PROSHARES ULTRA QQQ ETFSOLE | UIT EXCHANGE TRADED | 43.55K | SH | $5.13M 4.67% | 0.00 | 0.00 | 43.55K |
LOWES COS INCSOLE | COMMON STOCK | 22.50K | SH | $4.99M 4.54% | 0.00 | 0.00 | 22.50K |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 16.92K | SH | $4.91M 4.47% | 0.00 | 0.00 | 16.92K |
PROSHARES ULTRA S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 48.75K | SH | $4.76M 4.34% | 0.00 | 0.00 | 48.75K |
ABBVIE INCSOLE | COMMON STOCK | 25.26K | SH | $4.69M 4.27% | 0.00 | 0.00 | 25.26K |
HOME DEPOT INCSOLE | COMMON STOCK | 11.19K | SH | $4.10M 3.73% | 0.00 | 0.00 | 11.19K |
DISNEY WALT COSOLE | COMMON STOCK | 29.88K | SH | $3.71M 3.37% | 0.00 | 0.00 | 29.88K |
STRYKER CORPSOLE | COMMON STOCK | 7.03K | SH | $2.78M 2.53% | 0.00 | 0.00 | 7.03K |
AMGEN INCSOLE | COMMON STOCK | 9.84K | SH | $2.75M 2.50% | 0.00 | 0.00 | 9.84K |
PROSHARES ULTRA RUSSELL 2000 ETFSOLE | UIT EXCHANGE TRADED | 69.20K | SH | $2.61M 2.37% | 0.00 | 0.00 | 69.20K |
ABBOTT LABSSOLE | COMMON STOCK | 18.70K | SH | $2.54M 2.31% | 0.00 | 0.00 | 18.70K |
AMAZON.COM INCSOLE | COMMON STOCK | 11.43K | SH | $2.51M 2.28% | 0.00 | 0.00 | 11.43K |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 4.57K | SH | $2.22M 2.02% | 0.00 | 0.00 | 4.57K |
FEDEX CORPSOLE | COMMON STOCK | 9.02K | SH | $2.05M 1.87% | 0.00 | 0.00 | 9.02K |
SPDR S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 2.85K | SH | $1.76M 1.60% | 0.00 | 0.00 | 2.85K |
VISA INC CLASS ASOLE | COMMON STOCK | 3.99K | SH | $1.42M 1.29% | 0.00 | 0.00 | 3.99K |
RTX CORPSOLE | COMMON STOCK | 8.87K | SH | $1.29M 1.18% | 0.00 | 0.00 | 8.87K |
ALPHABET INC CLASS CSOLE | COMMON STOCK | 6.39K | SH | $1.13M 1.03% | 0.00 | 0.00 | 6.39K |
DUKE ENERGY CORP NEWSOLE | COMMON STOCK | 8.68K | SH | $1.03M 0.94% | 0.00 | 0.00 | 8.68K |
MASTERCARD INC CLASS ASOLE | COMMON STOCK | 1.70K | SH | $954.6K 0.87% | 0.00 | 0.00 | 1.70K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | UIT EXCHANGE TRADED | 14.24K | SH | $910.7K 0.83% | 0.00 | 0.00 | 14.24K |
CUMMINS INCSOLE | COMMON STOCK | 2.71K | SH | $889.2K 0.81% | 0.00 | 0.00 | 2.71K |
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