CROWLEY WEALTH MANAGEMENT, INC.
Follow13F filer, CIK 2055836, WILMINGTON, DE
CROWLEY WEALTH MANAGEMENT, INC. reported $0 across 1 holding for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-16.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002055836-26-000001
- Period
- 2025-12-31
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 415
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AAPLexited | -51,146 | -$13M |
| TSLAexited | -16,041 | -$7.13M |
| QLDexited | -44,870 | -$6.16M |
| ABBVexited | -25,371 | -$5.87M |
| LOWexited | -22,445 | -$5.64M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2025
Share positions as resolved from 13F-HR 0002055836-26-000001, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
The largest 100 of 415. All 415
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AAPLAPPLE INC | 51,146 | $13M | shares |
| TSLATESLA INC | 16,041 | $7.13M | shares |
| QLDPROSHARES TR | 44,870 | $6.16M | shares |
| ABBVABBVIE INC | 25,371 | $5.87M | shares |
| LOWLOWES COS INC | 22,445 | $5.64M | shares |
| SSOPROSHARES TR | 50,264 | $5.64M | shares |
| MSFTMICROSOFT CORP | 10,560 | $5.47M | shares |
| JPMJPMORGAN CHASE & CO | 16,763 | $5.29M | shares |
| HDHOME DEPOT INC | 11,241 | $4.55M | shares |
| UWMPROSHARES TR | 71,360 | $3.31M | shares |
| DISDISNEY WALT CO | 28,500 | $3.26M | shares |
| AMGNAMGEN INC | 9,755 | $2.75M | shares |
| SYKSTRYKER CORPORATION | 7,026 | $2.6M | shares |
| AMZNAMAZON COM INC | 11,459 | $2.52M | shares |
| ABTABBOTT LABORATORIES | 18,698 | $2.5M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 4,568 | $2.3M | shares |
| FDXFEDEX CORP | 8,821 | $2.08M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 3,023 | $2.01M | shares |
| GOOGALPHABET INC | 6,372 | $1.55M | shares |
| RTXRTX CORPORATION | 8,940 | $1.5M | shares |
| VVISA INC | 3,994 | $1.36M | shares |
| CMICUMMINS INC | 2,715 | $1.15M | shares |
| NVDANVIDIA CORPORATION | 6,106 | $1.14M | shares |
| DUKDUKE ENERGY CORP NEW | 9,166 | $1.13M | shares |
| DGROISHARES TR | 15,278 | $1.04M | shares |
| MAMASTERCARD INCORPORATED | 1,699 | $966K | shares |
| GLDSPDR GOLD TR | 2,210 | $786K | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 3,634 | $784K | shares |
| GDGENERAL DYNAMICS CORP | 2,249 | $767K | shares |
| DEDEERE & CO | 1,641 | $750K | shares |
| VTIVANGUARD INDEX FDS | 2,258 | $741K | shares |
| IJHISHARES TR | 11,045 | $721K | shares |
| UPSUNITED PARCEL SVCS INC | 8,496 | $710K | shares |
| BIIBBIOGEN INC | 4,810 | $674K | shares |
| GOOGLALPHABET INC | 2,672 | $650K | shares |
| JNJJOHNSON & JOHNSON | 3,498 | $649K | shares |
| NEENEXTERA ENERGY INC | 8,505 | $642K | shares |
| EDCONSOLIDATED EDISON INC | 6,354 | $639K | shares |
| WMWASTE MGMT INC DEL | 2,590 | $572K | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 1,250 | $570K | shares |
| ROKROCKWELL AUTOMATION INC | 1,610 | $563K | shares |
| MCDMCDONALDS CORP | 1,670 | $507K | shares |
| CATCATERPILLAR INC | 1,057 | $504K | shares |
| LMTLOCKHEED MARTIN CORP | 987 | $493K | shares |
| TLTISHARES TR | 5,500 | $492K | shares |
| HONHONEYWELL INTL INC | 2,334 | $491K | shares |
| NFLXNETFLIX INC. | 409 | $490K | shares |
| AEPAMERICAN ELEC PWR CO INC | 4,100 | $461K | shares |
| IVVISHARES TR | 689 | $461K | shares |
| PGPROCTER & GAMBLE CO | 2,932 | $450K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 432 | $400K | shares |
| NUVBNUVATION BIO INC | 106,798 | $395K | shares |
| MGKVANGUARD WORLD FD | 917 | $369K | shares |
| SOXXISHARES TR | 1,315 | $357K | shares |
| LLYELI LILLY & CO | 457 | $349K | shares |
| IVEISHARES TR | 1,682 | $347K | shares |
| AIQGLOBAL X FDS | 6,905 | $341K | shares |
| XOMEXXON MOBIL CORP | 3,000 | $338K | shares |
| SCHBSCHWAB STRATEGIC TR | 13,100 | $337K | shares |
| WMTWALMART INC | 3,244 | $334K | shares |
| VOOVANGUARD INDEX FDS | 529 | $324K | shares |
| SPYGSPDR SERIES TRUST | 3,060 | $320K | shares |
| AVGOBROADCOM INC | 950 | $313K | shares |
| PNCPNC FINL SVCS GROUP INC | 1,461 | $293K | shares |
| ARTYISHARES TR | 6,185 | $283K | shares |
| GILDGILEAD SCIENCES INC | 2,480 | $275K | shares |
| IGPTINVESCO EXCHANGE TRADED FD T | 4,830 | $261K | shares |
| BACBANK OF AMER CORP | 4,942 | $255K | shares |
| BAIBLACKROCK ETF TRUST | 7,295 | $249K | shares |
| BDXBECTON DICKINSON & CO | 1,330 | $249K | shares |
| METAMETA PLATFORMS INC | 335 | $246K | shares |
| QCOMQUALCOMM INC | 1,448 | $241K | shares |
| CVXCHEVRON CORPORATION | 1,526 | $237K | shares |
| CEGCONSTELLATION ENERGY CORP | 700 | $230K | shares |
| PEPPEPSICO INC | 1,632 | $229K | shares |
| LINLINDE PLC | 480 | $228K | shares |
| EXCEXELON CORP | 4,864 | $219K | shares |
| SOSOUTHERN CO | 2,280 | $216K | shares |
| MRKMERCK & CO INC | 2,437 | $205K | shares |
| ORCLORACLE CORP | 700 | $197K | shares |
| DDOMINION ENERGY INC | 3,100 | $190K | shares |
| SCCOSOUTHERN COPPER CORP | 1,542 | $187K | shares |
| KMBKIMBERLY-CLARK CORP | 1,475 | $183K | shares |
| GEGE AEROSPACE | 586 | $176K | shares |
| XLKSELECT SECTOR SPDR TR | 620 | $175K | shares |
| BABOEING CO | 802 | $173K | shares |
| SCHDSCHWAB STRATEGIC TR | 6,160 | $168K | shares |
| NOCNORTHROP GRUMMAN CORP | 271 | $165K | shares |
| NOWSERVICENOW INC | 178 | $164K | shares |
| DVYISHARES TR | 1,145 | $163K | shares |
| IWMISHARES TR | 665 | $161K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 560 | $158K | shares |
| UBERUBER TECHNOLOGIES INC | 1,565 | $153K | shares |
| MMM3M CO | 978 | $152K | shares |
| TQQQPROSHARES TR | 1,400 | $145K | shares |
| NBIXNEUROCRINE BIOSCIENCES INC | 1,000 | $140K | shares |
| TAT&T INC | 4,945 | $140K | shares |
| TXNTEXAS INSTRS INC | 705 | $130K | shares |
| NEMNEWMONT CORP | 1,531 | $129K | shares |
| AMDADVANCED MICRO DEVICES INC | 792 | $128K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002055836-26-000001 | base | 2026-01-16 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002055836-26-000001 | Quarter ended 2025-12-31 | 2026-01-16 | acceptance time not in the bulk data set | |
| 13F-HR 0002055836-25-000005 | Quarter ended 2025-09-30 | 2025-10-21 | acceptance time not in the bulk data set | |
| 13F-HR 0002055836-25-000004 | Quarter ended 2025-06-30 | 2025-07-16 | acceptance time not in the bulk data set | |
| 13F-HR 0002055836-25-000003 | Quarter ended 2025-03-31 | 2025-04-16 | acceptance time not in the bulk data set | |
| 13F-HR 0002055836-25-000001 | Quarter ended 2024-12-31 | 2025-02-11 | acceptance time not in the bulk data set |