Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CROWLEY WEALTH MANAGEMENT, INC. (CIK 2055836) reported $125.7M across 406 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: AAPL ($13.0M, 10.36%), TSLA ($7.1M, 5.67%), QLD ($6.2M, 4.90%), ABBV ($5.9M, 4.67%), LOW ($5.6M, 4.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $13.0M | 10.36% | 51,146 | Added |
| 2 | TSLA | TESLA INC | $7.1M | 5.67% | 16,041 | Trimmed |
| 3 | QLD | PROSHARES ULTRA QQQ ETF | $6.2M | 4.90% | 44,870 | Added |
| 4 | ABBV | ABBVIE INC | $5.9M | 4.67% | 25,371 | Added |
| 5 | LOW | LOWES COS INC | $5.6M | 4.49% | 22,445 | Trimmed |
| 6 | SSO | PROSHARES ULTRA S&P 500 ETF | $5.6M | 4.48% | 50,264 | Added |
| 7 | MSFT | MICROSOFT CORP | $5.5M | 4.35% | 10,560 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $5.3M | 4.21% | 16,763 | Trimmed |
| 9 | HD | HOME DEPOT INC | $4.6M | 3.62% | 11,241 | Added |
| 10 | UWM | PROSHARES ULTRA RUSSELL 2000 ETF | $3.3M | 2.63% | 71,360 | Added |
| 11 | DIS | DISNEY WALT CO | $3.3M | 2.60% | 28,500 | Trimmed |
| 12 | AMGN | AMGEN INC | $2.8M | 2.19% | 9,755 | Trimmed |
| 13 | SYK | STRYKER CORP | $2.6M | 2.07% | 7,026 | Hold |
| 14 | AMZN | AMAZON.COM INC | $2.5M | 2.00% | 11,459 | Added |
| 15 | ABT | ABBOTT LABS | $2.5M | 1.99% | 18,698 | Hold |
| 16 | BRK/B | BERKSHIRE HATHAWAY CLASS B | $2.3M | 1.83% | 4,568 | Hold |
| 17 | FDX | FEDEX CORP | $2.1M | 1.65% | 8,821 | Trimmed |
| 18 | SPY | SPDR S&P 500 ETF | $2.0M | 1.60% | 3,023 | Added |
| 19 | GOOG | ALPHABET INC CLASS C | $1.6M | 1.23% | 6,372 | Trimmed |
| 20 | RTX | RTX CORP | $1.5M | 1.19% | 8,940 | Added |
| 21 | V | VISA INC CLASS A | $1.4M | 1.08% | 3,994 | Hold |
| 22 | NVDA | NVIDIA CORP | $1.1M | 0.91% | 6,106 | Added |
| 23 | CMI | CUMMINS INC | $1.1M | 0.91% | 2,715 | Hold |
| 24 | DUK | DUKE ENERGY CORP NEW | $1.1M | 0.90% | 9,166 | Added |
| 25 | DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1.0M | 0.83% | 15,278 | Added |
Source: SEC Form 13F filings · as of 2025-09-30