Institutional Manager · CIK 0002055836
CROWLEY WEALTH MANAGEMENT, INC.
WILMINGTON, DE · File #028-24909
Latest AUM
$0
Positions
1
Top-10 Concentration
0.0%
Filings
5
Portfolio Value Over Time
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | PROSHARES ULTRA QQQ ETF | 74347R206 | -43,555 | -$6.0M | $0 |
| EXITED | ABBVIE INC | 00287Y109 | -25,111 | -$5.8M | $0 |
| EXITED | LOWES COS INC | 548661107 | -22,445 | -$5.6M | $0 |
| EXITED | JPMORGAN CHASE & CO | 46625H100 | -16,763 | -$5.3M | $0 |
| EXITED | HOME DEPOT INC | 437076102 | -11,190 | -$4.5M | $0 |
| EXITED | AMGEN INC | 031162100 | -9,755 | -$2.8M | $0 |
| EXITED | STRYKER CORP | 863667101 | -7,026 | -$2.6M | $0 |
| EXITED | AMAZON.COM INC | 023135106 | -11,429 | -$2.5M | $0 |
| EXITED | ABBOTT LABS | 002824100 | -18,698 | -$2.5M | $0 |
| EXITED | BERKSHIRE HATHAWAY CLASS B | 084670702 | -4,568 | -$2.3M | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 20250 pos · $0
- 13F HOLDINGS REPORTQ/E Sep 2025437 pos · $125.7M
- 13F HOLDINGS REPORTQ/E Jun 2025403 pos · $109.9M
- 13F HOLDINGS REPORTQ/E Mar 2025416 pos · $105.0M
- 13F HOLDINGS REPORTQ/E Dec 2024429 pos · $113.4M
Top 1 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Not Applicable | 000000000 | 0 | $0 | 0.00% |