CROWLEY WEALTH MANAGEMENT, INC.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2025-09-30, active share 58.9%; sector active share 20.9% against the combined 13F book's sector weights.
Over time 4 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
400 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025Portfolio Trend
Sector Breakdown
As of Sep 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 20.2% | $21,938,668 |
| Consumer Cyclical | 18.9% | $20,583,003 |
| Healthcare | 16.8% | $18,297,501 |
| Unclassified | 10.5% | $11,465,659 |
| Financial Services | 10.5% | $11,378,048 |
| Industrials | 10.2% | $11,063,135 |
| Communication Services | 6.1% | $6,612,434 |
| Utilities | 3.5% | $3,860,020 |
| Consumer Defensive | 1.7% | $1,855,711 |
| Energy | 0.8% | $904,837 |
| Basic Materials | 0.6% | $616,906 |
| Real Estate | 0.3% | $276,321 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHB | Schwab U.S. Broad Market ETF | +5,050 | 13,100 | $336,801 | |
| BAI | BlackRock ETF Trust | +2,595 | 7,295 | $249,197 | |
| AAPL | Apple Inc. | +2,279 | 51,146 | $13,023,305 | |
| AIQ | Global X Artificial Intelligence & Technology ETF | +2,220 | 6,905 | $0 | |
| UWM | ProShares Ultra Russell2000 | +2,160 | 71,360 | $0 | |
| EXC | Exelon Corp | +1,900 | 4,864 | $218,928 | |
| ARTY | iShares Future AI & Tech ETF | +1,805 | 6,185 | $283,149 | |
| IGPT | Victory Portfolios II | +1,670 | 4,830 | $260,964 | |
| SSO | ProShares Ultra S&P500 | +1,515 | 50,264 | $0 | |
| QLD | ProShares Ultra QQQ | +1,315 | 44,870 | $0 | |
| VIG | Vanguard Specialized Funds | +1,145 | 3,634 | $784,180 | |
| DGRO | iShares Core Dividend Growth ETF | +1,035 | 15,278 | $1,040,126 | |
| D | Dominion Energy, Inc | +650 | 3,100 | $189,627 | |
| NVDA | Nvidia Corp | +609 | 6,106 | $1,139,257 | |
| SMMT | Summit Therapeutics Inc. | +600 | 1,500 | $30,990 | |
| IJH | iShares Core S&P Mid-Cap ETF | +570 | 11,045 | $720,796 | |
| DUK | Duke Energy CORP | +485 | 9,166 | $1,134,292 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +476 | 2,258 | $741,007 | |
| IVV | iShares Core S&P 500 ETF | +243 | 689 | $461,147 | |
| DVY | iShares Select Dividend ETF | +225 | 1,145 | $162,704 | |
| HON | Honeywell International Inc | +225 | 2,334 | $491,306 | |
| IVE | iShares S&P 500 Value ETF | +205 | 1,682 | $347,349 | |
| URA | Global X Uranium ETF | +200 | 750 | $35,752 | |
| VOO | VANGUARD 500 INDEX FUND | +194 | 529 | $323,949 | |
| SPY | Spdr S&P 500 ETF Trust | +175 | 3,023 | $2,013,862 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | −1,384 | 28,500 | $3,263,249 | |
| LCID | Lucid Group, Inc. | −1,350 | 150 | $3,568 | |
| MRK | Merck & Co., Inc. | −341 | 2,437 | $204,537 | |
| SU | Suncor Energy Inc | −300 | 690 | $28,848 | |
| UPS | United Parcel Service Inc | −278 | 8,496 | $709,670 | |
| DOW | Dow Inc. | −273 | 1,214 | $27,837 | |
| FDX | Fedex Corp | −200 | 8,821 | $2,080,079 | |
| LUV | Southwest Airlines Co | −197 | 3,784 | $120,747 | |
| TSLA | Tesla, Inc. | −166 | 16,041 | $7,133,753 | |
| JPM | Jpmorgan Chase & Co | −159 | 16,763 | $5,287,553 | |
| BIIB | Biogen Inc. | −100 | 4,810 | $673,784 | |
| KMB | Kimberly Clark Corp | −100 | 1,475 | $183,401 | |
| SPYG | State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF | −96 | 3,060 | $319,800 | |
| NEE | Nextera Energy Inc | −84 | 8,505 | $642,042 | |
| AMGN | Amgen Inc | −80 | 9,755 | $2,752,861 | |
| DD | DuPont de Nemours, Inc. | −73 | 950 | $74,004 | |
| CTVA | Corteva, Inc. | −73 | 754 | $50,993 | |
| LOW | Lowes Companies Inc | −58 | 22,445 | $5,640,652 | |
| CC | Chemours Co | −40 | 577 | $9,139 | |
| UNP | Union Pacific Corp | −30 | 312 | $73,747 | |
| GOOG | Alphabet Inc. | −19 | 6,372 | $1,551,900 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TLT | iShares 20+ Year Treasury Bond ETF | 5,500 | $491,535 | |
| COF | Capital One Financial Corp | 154 | $32,737 | |
| ERAS | Erasca, Inc. | 15,000 | $32,700 | |
| FNMAT | Federal National Mortgage Association Fannie Mae | 1,800 | $28,260 | |
| FBCG | Fidelity Covington Trust | 409 | $21,946 | |
| ASML | Asml Holding NV | 20 | $19,361 | |
| SCHR | Schwab Intermediate-Term U.S. Treasury ETF | 631 | $15,857 | |
| DNP | Dnp Select Income Fund Inc | 1,234 | $12,352 | |
| PANW | Palo Alto Networks Inc | 57 | $11,606 | |
| BMEZ | BlackRock Health Sciences Term Trust | 630 | $9,084 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | 60 | $7,102 | |
| FEZ | State Street(R) SPDR(R) EURO STOXX 50(R) ETF | 107 | $6,646 | |
| BST | BlackRock Science & Technology Trust | 160 | $6,617 | |
| GS | Goldman Sachs Group Inc | 8 | $6,370 | |
| VIK | Viking Holdings Ltd | 100 | $6,216 | |
| UAMY | United States Antimony Corp | 1,000 | $6,200 | |
| PLTR | Palantir Technologies Inc. | 33 | $6,019 | |
| SERV | Serve Robotics Inc. | 120 | $1,395 | |
| BAX | Baxter International Inc | 42 | $956 | |
| PLUG | Plug Power Inc | 340 | $792 | |
| BIRD | Smartbird, Inc. | 27 | $153 | |
| TQQQ | ProShares UltraPro QQQ | 1,400 | $0 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MOS | Mosaic Co | 150 | $5,472 | |
| SW | Smurfit Westrock plc | 100 | $4,315 | |
| PFG | Principal Financial Group Inc | 28 | $2,224 | |
| IONQ | IonQ, Inc. | 50 | $2,148 | |
| SWBI | Smith & Wesson Brands, Inc. | 200 | $1,736 | |
| GDXJ | VanEck Junior Gold Miners ETF | 25 | $1,689 | |
| QUBT | Quantum Computing Inc. | 60 | $1,150 | |
| FTNT | Fortinet, Inc. | 10 | $1,057 | |
| QBTS | D-Wave Quantum Inc. | 50 | $732 | |
| — | 380 | $0 | ||
| — | 200 | $0 | ||
| VIOV | VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | 34 | $0 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 51,146 | $13,023,305 | 11.96% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 16,041 | $7,133,753 | 6.55% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 25,371 | $5,874,400 | 5.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 22,445 | $5,640,652 | 5.18% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 10,560 | $5,469,551 | 5.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 16,763 | $5,287,553 | 4.86% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 11,241 | $4,554,740 | 4.18% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 28,500 | $3,263,249 | 3.00% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 9,755 | $2,752,861 | 2.53% | |
| SYK |
Stryker Corp
Healthcare
|
Held | 7,026 | $2,597,301 | 2.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,459 | $2,516,052 | 2.31% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 18,698 | $2,504,410 | 2.30% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 4,568 | $2,296,516 | 2.11% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 8,821 | $2,080,079 | 1.91% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,023 | $2,013,862 | 1.85% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 6,372 | $1,551,900 | 1.43% | |
| RTX |
RTX Corp
Industrials
|
Added | 8,940 | $1,495,930 | 1.37% | |
| V |
Visa Inc.
Financial Services
|
Held | 3,994 | $1,363,471 | 1.25% | |
| CMI |
Cummins Inc
Industrials
|
Held | 2,715 | $1,146,734 | 1.05% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 6,106 | $1,139,257 | 1.05% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 9,166 | $1,134,292 | 1.04% | |
| DGRO |
iShares Core Dividend Growth ETF
|
Added | 15,278 | $1,040,126 | 0.96% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 1,699 | $966,408 | 0.89% | |
| GLD |
Spdr Gold Trust
|
Held | 2,210 | $785,588 | 0.72% | |
| VIG |
Vanguard Specialized Funds
|
Added | 3,634 | $784,180 | 0.72% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 2,249 | $766,909 | 0.70% | |
| DE |
Deere & Co
Industrials
|
Added | 1,641 | $750,363 | 0.69% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 2,258 | $741,007 | 0.68% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Added | 11,045 | $720,796 | 0.66% | |
| UPS |
United Parcel Service Inc
Industrials
|
Reduced | 8,496 | $709,670 | 0.65% | |
| BIIB |
Biogen Inc.
Healthcare
|
Reduced | 4,810 | $673,784 | 0.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,672 | $649,563 | 0.60% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 3,498 | $648,599 | 0.60% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 8,505 | $642,042 | 0.59% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 6,354 | $638,704 | 0.59% | |
| WM |
Waste Management Inc
Industrials
|
Held | 2,590 | $571,949 | 0.53% | |
| ALNY |
Alnylam Pharmaceuticals, Inc.
Healthcare
|
Held | 1,250 | $570,000 | 0.52% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 1,610 | $562,743 | 0.52% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 1,670 | $507,496 | 0.47% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,057 | $504,347 | 0.46% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 987 | $492,720 | 0.45% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
NEW | 5,500 | $491,535 | 0.45% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 2,334 | $491,306 | 0.45% | |
| NFLX |
Netflix Inc
Communication Services
|
Held | 409 | $490,358 | 0.45% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 4,100 | $461,250 | 0.42% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 689 | $461,147 | 0.42% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,932 | $450,501 | 0.41% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Held | 432 | $399,872 | 0.37% | |
| NUVB |
Nuvation Bio Inc.
Healthcare
|
Held | 106,798 | $395,152 | 0.36% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 457 | $348,691 | 0.32% |
Showing the top 50 of 400 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.