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CROWLEY WEALTH MANAGEMENT, INC.

13F
CROWLEY WEALTH MANAGEMENT, INC.
Last update 2025-07-16 400 Stocks (13 new)
Value $110.00 Mil Turnover 2 %
Countries:
CROWLEY WEALTH MANAGEMENT, INC... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
48,867
10,026.0
-1.35%
9.130
-0.14%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
MSFT
Microsoft Corp
10,428
5,187.2
+0.28%
4.720
+0.01%
0.000
+35.37%
+20.48%
3,759,901.0
Software
TSLA
Tesla Inc
16,207
5,148.3
-0.37%
4.690
-0.02%
0.000
+32.63%
-17.65%
1,071,161.2
Vehicles & Parts
QLD
ProShares Ultra QQQ 2x Shares
43,555
5,126.9
0%
4.670
0%
0.060
+51.19%
+13.25%
9,077.7
 
LOW
Lowe's Companies Inc
22,503
4,992.8
-0.57%
4.540
-0.03%
0.000
+5.54%
-5.98%
128,121.7
Retail - Cyclical
JPM
JPMorgan Chase & Co
16,922
4,905.9
-3.56%
4.470
-0.15%
0.000
+23.79%
+25.81%
815,993.3
Banks
SSO
ProShares Ultra S&P500 2x Shares
48,749
4,763.8
-0.01%
4.340
0%
0.070
+38.54%
+11.28%
6,659.5
 
ABBV
AbbVie Inc
25,260
4,688.7
-0.19%
4.270
-0.01%
0.000
+8.55%
+10.19%
336,588.1
Drug Manufacturers
HD
The Home Depot Inc
11,190
4,102.7
-0.92%
3.730
-0.04%
0.000
+6.25%
-2.03%
374,441.1
Retail - Cyclical
DIS
The Walt Disney Co
29,884
3,705.9
-3.13%
3.370
-0.09%
0.000
+41.44%
+10.88%
221,014.9
Media - Diversified

CROWLEY WEALTH MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

CROWLEY WEALTH MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ROK
Rockwell Automation Inc
2025-06-30
Reduce
Reduce
-0.66%
218.97 ($284.46) 332.17
$357.99
25.85%
Reduce -62.51%
1,610
-2,685
MDT
Medtronic PLC
2025-06-30
Reduce
Reduce
-0.56%
80.68 ($84.89) 89.86
$92.01
8.39%
Reduce -95.68%
300
-6,645
ZBH
Zimmer Biomet Holdings Inc
2025-06-30
Reduce
Reduce
-0.49%
90.21 ($96.96) 113.18
$97.33
0.38%
Reduce -85.05%
800
-4,550
UPS
United Parcel Service Inc
2025-06-30
Reduce
Reduce
-0.36%
91.92 ($98.57) 110.2
$103.53
5.03%
Reduce -28.43%
8,774
-3,485
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+0.24%
243.75 ($281.15) 303.93
$312.41
11.12%
Add 98.66%
1,782
885
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Add
Add
+0.19%
496.48 ($571.44) 617.85
$634.21
10.98%
Add 13.51%
2,848
339
NUVB
Nuvation Bio Inc
2025-06-30
Add
Add
+0.18%
1.66 ($2.08) 2.53
$2.56
23.08%
Add 1425.69%
106,798
99,798
SCHB
Schwab U.S. Broad Market ETF
2025-06-30
New Buy
New Buy
+0.17%
19.1 ($22.02) 23.83
$24.48
11.17%
New holding
8,050
8,050
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.16%
498.8 ($573.99) 620.9
$637.33
11.04%
Add 168.67%
446
280
JPM
JPMorgan Chase & Co
2025-06-30
Reduce
Reduce
-0.15%
210.28 ($255.03) 289.91
$296.76
16.36%
Reduce -3.56%
16,922
-625

CROWLEY WEALTH MANAGEMENT, INC. Total Holding History ($B)

To

CROWLEY WEALTH MANAGEMENT, INC.'s Asset Allocation

To

CROWLEY WEALTH MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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CROWLEY WEALTH MANAGEMENT, INC.'s Hypothetical Growth since 2025-06-30

CROWLEY WEALTH MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

CROWLEY WEALTH MANAGEMENT, INC.'s Holdings Heat Map

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CROWLEY WEALTH MANAGEMENT, INC.'s Holdings Bubble Chart

CROWLEY WEALTH MANAGEMENT, INC. News

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