CROWLEY WEALTH MANAGEMENT, INC.
Top Portfolio Positions
308 positions ·
$96,093,133 total
· as of Sep 30, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
51,146 | $13,023,305 | 13.55% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
16,041 | $7,133,753 | 7.42% | |
| ABBV |
AbbVie Inc.
Healthcare
|
25,371 | $5,874,400 | 6.11% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
22,445 | $5,640,652 | 5.87% | |
| MSFT |
Microsoft Corp
Technology
|
10,560 | $5,469,551 | 5.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,763 | $5,287,553 | 5.50% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
11,241 | $4,554,740 | 4.74% | |
| DIS |
Walt Disney Co
Communication Services
|
28,500 | $3,263,249 | 3.40% | |
| AMGN |
Amgen Inc
Healthcare
|
9,755 | $2,752,861 | 2.86% | |
| SYK |
Stryker Corp
Healthcare
|
7,026 | $2,597,301 | 2.70% |
Portfolio Trend
Holdings in CURLF
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $279 | 100 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $84 | 100 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $91 | 100 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $156 | 100 | Shares | Sole | 2025-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||