AI Portfolio Summary
In 2025 Q4, CROWLEY WEALTH MANAGEMENT, INC. maintained a portfolio of 404 distinct positions.
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:
1-25 of 404
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | 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
|
4.1 | no change | no change |
P
S
|
51,146 | $13,023,321 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 5.67% | 5.67% |
#2
Prev: #2
|
2.3 | 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
|
2.0 | 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
|
1.9 | 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
|
1.8 | 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
|
1.8 | 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
|
1.7 | 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
|
1.7 | 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
|
1.4 | 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
|
1.1 | 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
|
1.0 | 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
|
0.9 | 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
|
0.8 | 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
|
0.8 | 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
|
0.8 | 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
|
0.7 | 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
|
0.7 | 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
|
0.6 | 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
|
0.5 | 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
|
0.5 | 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
|
0.4 | 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
|
0.4 | 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
|
0.4 | 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
|
0.4 | 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
|
0.3 | no change | no change |
P
S
|
15,278 | $1,040,126 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 404 holdings