CROWLEY WEALTH MANAGEMENT, INC. — 13F Holdings

2025 Q4  ·  404 Positions

2025 Q4 Portfolio Activity

In 2025 Q4, CROWLEY WEALTH MANAGEMENT, INC. maintained a portfolio of 404 distinct positions.
Position History hover any row below to update
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CROWLEY WEALTH MANAGEMENT, INC. San Diego, CA RIA / Wealth Management AUM $126M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
404
Quarter
2025 Q4
Top Holding
AAPL (10.4%)
Top 10 Concentration
49.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 404
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
AAPL
APPLE INC
Technology 10.36% 10.36% #1
Prev: #1
7.0
—
no change no change
P
S
51,146 $13,023,321
$249.05 +24.8%
$271.36 +14.6%
2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TSLA
TESLA INC
Consumer Cyclical 5.67% 5.67% #2
Prev: #2
4.8
—
no change no change
P
S
16,041 $7,133,753 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
QLD
PROSHARES ULTRA...
ETF 4.90% 4.90% #3
Prev: #3
4.0
—
no change no change
P
S
44,870 $6,156,164 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABBV
ABBVIE INC
Healthcare 4.67% 4.67% #4
Prev: #4
3.4
—
no change no change
P
S
25,371 $5,874,355 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LOW
LOWES COS INC
Consumer Cyclical 4.49% 4.49% #5
Prev: #5
3.3
—
no change no change
P
S
22,445 $5,640,678 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SSO
PROSHARES ULTRA...
ETF 4.48% 4.48% #6
Prev: #6
2.8
—
no change no change
P
S
50,264 $5,636,102 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 4.35% 4.35% #7
Prev: #7
2.7
—
no change no change
P
S
10,560 $5,469,577 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JPM
JPMORGAN CHASE ...
Financial Services 4.21% 4.21% #8
Prev: #8
2.7
—
no change no change
P
S
16,763 $5,287,489 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
HD
HOME DEPOT INC
Consumer Cyclical 3.62% 3.62% #9
Prev: #9
2.4
—
no change no change
P
S
11,241 $4,554,759 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UWM
PROSHARES ULTRA...
ETF 2.63% 2.63% #10
Prev: #10
2.1
—
no change no change
P
S
71,360 $3,308,250 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIS
DISNEY WALT CO
Communication Services 2.60% 2.60% #11
Prev: #11
2.0
—
no change no change
P
S
28,500 $3,263,263 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMGN
AMGEN INC
Healthcare 2.19% 2.19% #12
Prev: #12
1.9
—
no change no change
P
S
9,755 $2,752,977 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SYK
STRYKER CORP
Healthcare 2.07% 2.07% #13
Prev: #13
1.8
—
no change no change
P
S
7,026 $2,597,301 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON.COM INC
Consumer Cyclical 2.00% 2.00% #14
Prev: #14
1.8
—
no change no change
P
S
11,459 $2,516,053 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ABT
ABBOTT LABS
Healthcare 1.99% 1.99% #15
Prev: #15
1.8
—
no change no change
P
S
18,698 $2,504,410 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
BERKSHIRE HATHA...
Financial Services 1.83% 1.83% #16
Prev: #16
1.7
—
no change no change
P
S
4,568 $2,296,516 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDX
FEDEX CORP
Industrials 1.65% 1.65% #17
Prev: #17
1.7
—
no change no change
P
S
8,821 $2,080,088 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 1.60% 1.60% #18
Prev: #18
1.6
—
no change no change
P
S
3,023 $2,013,607 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOG
ALPHABET INC CL...
Communication Services 1.23% 1.23% #19
Prev: #19
1.5
—
no change no change
P
S
6,372 $1,551,844 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
RTX
RTX CORP
Industrials 1.19% 1.19% #20
Prev: #20
1.5
—
no change no change
P
S
8,940 $1,495,997 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
V
VISA INC CLASS ...
Financial Services 1.08% 1.08% #21
Prev: #21
1.4
—
no change no change
P
S
3,994 $1,363,521 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CMI
CUMMINS INC
Industrials 0.91% 0.91% #22
Prev: #22
1.4
—
no change no change
P
S
2,715 $1,146,735 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORP
Technology 0.91% 0.91% #23
Prev: #23
1.4
—
no change no change
P
S
6,106 $1,139,258 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUK
DUKE ENERGY COR...
Utilities 0.90% 0.90% #24
Prev: #24
1.4
—
no change no change
P
S
9,166 $1,134,293 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRO
ISHARES CORE DI...
ETF 0.83% 0.83% #25
Prev: #25
1.3
—
no change no change
P
S
15,278 $1,040,126 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MA
MASTERCARD INC ...
Financial Services 0.77% 0.77% #26
Prev: #26
1.3
—
no change no change
P
S
1,699 $966,318 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GLD
SPDR GOLD SHARE...
ETF 0.62% 0.62% #27
Prev: #27
1.2
—
no change no change
P
S
2,210 $785,589 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIG
VANGUARD DIVIDE...
ETF 0.62% 0.62% #28
Prev: #28
1.2
—
no change no change
P
S
3,634 $784,181 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GD
GENERAL DYNAMIC...
Industrials 0.61% 0.61% #29
Prev: #29
1.2
—
no change no change
P
S
2,249 $766,909 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DE
DEERE & CO
Industrials 0.60% 0.60% #30
Prev: #30
1.2
—
no change no change
P
S
1,641 $750,364 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL ...
ETF 0.59% 0.59% #31
Prev: #31
1.2
—
no change no change
P
S
2,258 $741,008 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IJH
ISHARES CORE S&...
ETF 0.57% 0.57% #32
Prev: #32
1.2
—
no change no change
P
S
11,045 $720,797 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UPS
UNITED PARCEL S...
Industrials 0.56% 0.56% #33
Prev: #33
1.2
—
no change no change
P
S
8,496 $709,655 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BIIB
BIOGEN INC
Healthcare 0.54% 0.54% #34
Prev: #34
1.2
—
no change no change
P
S
4,810 $673,785 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC CL...
Communication Services 0.52% 0.52% #35
Prev: #35
1.2
—
no change no change
P
S
2,672 $649,563 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.52% 0.52% #36
Prev: #36
1.2
—
no change no change
P
S
3,498 $648,608 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NEE
NEXTERA ENERGY ...
Utilities 0.51% 0.51% #37
Prev: #37
1.2
—
no change no change
P
S
8,505 $642,064 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ED
CONSOLIDATED ED...
Utilities 0.51% 0.51% #38
Prev: #38
1.2
—
no change no change
P
S
6,354 $638,704 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
WM
WASTE MGMT INC ...
Industrials 0.45% 0.45% #39
Prev: #39
1.2
—
no change no change
P
S
2,590 $571,950 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ALNY
ALNYLAM PHARMAC...
Healthcare 0.45% 0.45% #40
Prev: #40
1.2
—
no change no change
P
S
1,250 $570,000 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ROK
ROCKWELL AUTOMA...
Industrials 0.45% 0.45% #41
Prev: #41
1.2
—
no change no change
P
S
1,610 $562,743 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MCD
MCDONALDS CORP
Consumer Cyclical 0.40% 0.40% #42
Prev: #42
1.2
—
no change no change
P
S
1,670 $507,496 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CAT
CATERPILLAR INC
Industrials 0.40% 0.40% #43
Prev: #43
1.2
—
no change no change
P
S
1,057 $504,399 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.39% 0.39% #44
Prev: #44
1.2
—
no change no change
P
S
987 $492,821 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TLT
ISHARES 20 PLS ...
ETF 0.39% 0.39% #45
Prev: #45
1.2
—
no change no change
P
S
5,500 $491,535 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
HONEYWELL INTL ...
Industrials 0.39% 0.39% #46
Prev: #46
1.2
—
no change no change
P
S
2,334 $491,307 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NFLX
NETFLIX INC
Communication Services 0.39% 0.39% #47
Prev: #47
1.2
—
no change no change
P
S
409 $490,358 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AEP
AMERICAN ELEC P...
Utilities 0.37% 0.37% #48
Prev: #48
1.1
—
no change no change
P
S
4,100 $461,250 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES CORE S&...
ETF 0.37% 0.37% #49
Prev: #49
1.1
—
no change no change
P
S
689 $461,148 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PG
PROCTER & GAMBL...
Consumer Defensive 0.36% 0.36% #50
Prev: #50
1.1
—
no change no change
P
S
2,932 $450,456 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-50 of 404 holdings

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