Filed: 10/21/2025ACC: 0002055836-25-000005
📋 What this filing means
CROWLEY WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 415 equity positions with a total reported market value of $125.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
415
Positions
$125.72M
Total AUM (reported)
943.67K
Total Shares
Allocation by class
COMMON STOCK$96.25M76.6%
UIT EXCHANGE TRADED$27.93M22.2%
FOREIGN ORDINARIES$701.6K0.6%
AMERICAN DEPOSITORY$332.0K0.3%
REAL ESTATE INVESTME$276.3K0.2%
FOREIGN CANADIAN$95.0K0.1%
LIMITED PARTNERSHP$71.5K0.1%
Portfolio Concentration
Top 3$26.31M20.9%
4–10$35.77M28.5%
11–25$28.90M23.0%
Rest$34.74M27.6%
Top 3 weight
20.9%
Top 10 weight
49.4%
Voting Authority Distribution
Total shares with voting rights: 943.67K
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
943.67K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole415
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings415
Rows:
APPLE INC
SOLEShares51.15K
TypeSH
Market value$13.02M
10.36%
Sole
0.00
Shared
0.00
None
51.15K
TESLA INC
SOLEShares16.04K
TypeSH
Market value$7.13M
5.67%
Sole
0.00
Shared
0.00
None
16.04K
PROSHARES ULTRA QQQ ETF
SOLEShares44.87K
TypeSH
Market value$6.16M
4.90%
Sole
0.00
Shared
0.00
None
44.87K
ABBVIE INC
SOLEShares25.37K
TypeSH
Market value$5.87M
4.67%
Sole
0.00
Shared
0.00
None
25.37K
LOWES COS INC
SOLEShares22.45K
TypeSH
Market value$5.64M
4.49%
Sole
0.00
Shared
0.00
None
22.45K
PROSHARES ULTRA S&P 500 ETF
SOLEShares50.26K
TypeSH
Market value$5.64M
4.48%
Sole
0.00
Shared
0.00
None
50.26K
MICROSOFT CORP
SOLEShares10.56K
TypeSH
Market value$5.47M
4.35%
Sole
0.00
Shared
0.00
None
10.56K
JPMORGAN CHASE & CO
SOLEShares16.76K
TypeSH
Market value$5.29M
4.21%
Sole
0.00
Shared
0.00
None
16.76K
HOME DEPOT INC
SOLEShares11.24K
TypeSH
Market value$4.55M
3.62%
Sole
0.00
Shared
0.00
None
11.24K
PROSHARES ULTRA RUSSELL 2000 ETF
SOLEShares71.36K
TypeSH
Market value$3.31M
2.63%
Sole
0.00
Shared
0.00
None
71.36K
DISNEY WALT CO
SOLEShares28.50K
TypeSH
Market value$3.26M
2.60%
Sole
0.00
Shared
0.00
None
28.50K
AMGEN INC
SOLEShares9.76K
TypeSH
Market value$2.75M
2.19%
Sole
0.00
Shared
0.00
None
9.76K
STRYKER CORP
SOLEShares7.03K
TypeSH
Market value$2.60M
2.07%
Sole
0.00
Shared
0.00
None
7.03K
AMAZON.COM INC
SOLEShares11.46K
TypeSH
Market value$2.52M
2.00%
Sole
0.00
Shared
0.00
None
11.46K
ABBOTT LABS
SOLEShares18.70K
TypeSH
Market value$2.50M
1.99%
Sole
0.00
Shared
0.00
None
18.70K
BERKSHIRE HATHAWAY CLASS B
SOLEShares4.57K
TypeSH
Market value$2.30M
1.83%
Sole
0.00
Shared
0.00
None
4.57K
FEDEX CORP
SOLEShares8.82K
TypeSH
Market value$2.08M
1.65%
Sole
0.00
Shared
0.00
None
8.82K
SPDR S&P 500 ETF
SOLEShares3.02K
TypeSH
Market value$2.01M
1.60%
Sole
0.00
Shared
0.00
None
3.02K
ALPHABET INC CLASS C
SOLEShares6.37K
TypeSH
Market value$1.55M
1.23%
Sole
0.00
Shared
0.00
None
6.37K
RTX CORP
SOLEShares8.94K
TypeSH
Market value$1.50M
1.19%
Sole
0.00
Shared
0.00
None
8.94K
VISA INC CLASS A
SOLEShares3.99K
TypeSH
Market value$1.36M
1.08%
Sole
0.00
Shared
0.00
None
3.99K
CUMMINS INC
SOLEShares2.71K
TypeSH
Market value$1.15M
0.91%
Sole
0.00
Shared
0.00
None
2.71K
NVIDIA CORP
SOLEShares6.11K
TypeSH
Market value$1.14M
0.91%
Sole
0.00
Shared
0.00
None
6.11K
DUKE ENERGY CORP NEW
SOLEShares9.17K
TypeSH
Market value$1.13M
0.90%
Sole
0.00
Shared
0.00
None
9.17K
ISHARES CORE DIVIDEND GROWTH ETF
SOLEShares15.28K
TypeSH
Market value$1.04M
0.83%
Sole
0.00
Shared
0.00
None
15.28K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COMMON STOCK | 51.15K | SH | $13.02M 10.36% | 0.00 | 0.00 | 51.15K |
TESLA INCSOLE | COMMON STOCK | 16.04K | SH | $7.13M 5.67% | 0.00 | 0.00 | 16.04K |
PROSHARES ULTRA QQQ ETFSOLE | UIT EXCHANGE TRADED | 44.87K | SH | $6.16M 4.90% | 0.00 | 0.00 | 44.87K |
ABBVIE INCSOLE | COMMON STOCK | 25.37K | SH | $5.87M 4.67% | 0.00 | 0.00 | 25.37K |
LOWES COS INCSOLE | COMMON STOCK | 22.45K | SH | $5.64M 4.49% | 0.00 | 0.00 | 22.45K |
PROSHARES ULTRA S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 50.26K | SH | $5.64M 4.48% | 0.00 | 0.00 | 50.26K |
MICROSOFT CORPSOLE | COMMON STOCK | 10.56K | SH | $5.47M 4.35% | 0.00 | 0.00 | 10.56K |
JPMORGAN CHASE & COSOLE | COMMON STOCK | 16.76K | SH | $5.29M 4.21% | 0.00 | 0.00 | 16.76K |
HOME DEPOT INCSOLE | COMMON STOCK | 11.24K | SH | $4.55M 3.62% | 0.00 | 0.00 | 11.24K |
PROSHARES ULTRA RUSSELL 2000 ETFSOLE | UIT EXCHANGE TRADED | 71.36K | SH | $3.31M 2.63% | 0.00 | 0.00 | 71.36K |
DISNEY WALT COSOLE | COMMON STOCK | 28.50K | SH | $3.26M 2.60% | 0.00 | 0.00 | 28.50K |
AMGEN INCSOLE | COMMON STOCK | 9.76K | SH | $2.75M 2.19% | 0.00 | 0.00 | 9.76K |
STRYKER CORPSOLE | COMMON STOCK | 7.03K | SH | $2.60M 2.07% | 0.00 | 0.00 | 7.03K |
AMAZON.COM INCSOLE | COMMON STOCK | 11.46K | SH | $2.52M 2.00% | 0.00 | 0.00 | 11.46K |
ABBOTT LABSSOLE | COMMON STOCK | 18.70K | SH | $2.50M 1.99% | 0.00 | 0.00 | 18.70K |
BERKSHIRE HATHAWAY CLASS BSOLE | COMMON STOCK | 4.57K | SH | $2.30M 1.83% | 0.00 | 0.00 | 4.57K |
FEDEX CORPSOLE | COMMON STOCK | 8.82K | SH | $2.08M 1.65% | 0.00 | 0.00 | 8.82K |
SPDR S&P 500 ETFSOLE | UIT EXCHANGE TRADED | 3.02K | SH | $2.01M 1.60% | 0.00 | 0.00 | 3.02K |
ALPHABET INC CLASS CSOLE | COMMON STOCK | 6.37K | SH | $1.55M 1.23% | 0.00 | 0.00 | 6.37K |
RTX CORPSOLE | COMMON STOCK | 8.94K | SH | $1.50M 1.19% | 0.00 | 0.00 | 8.94K |
VISA INC CLASS ASOLE | COMMON STOCK | 3.99K | SH | $1.36M 1.08% | 0.00 | 0.00 | 3.99K |
CUMMINS INCSOLE | COMMON STOCK | 2.71K | SH | $1.15M 0.91% | 0.00 | 0.00 | 2.71K |
NVIDIA CORPSOLE | COMMON STOCK | 6.11K | SH | $1.14M 0.91% | 0.00 | 0.00 | 6.11K |
DUKE ENERGY CORP NEWSOLE | COMMON STOCK | 9.17K | SH | $1.13M 0.90% | 0.00 | 0.00 | 9.17K |
ISHARES CORE DIVIDEND GROWTH ETFSOLE | UIT EXCHANGE TRADED | 15.28K | SH | $1.04M 0.83% | 0.00 | 0.00 | 15.28K |
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