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CIK: 0002055836
Total reported value
—
$111.8M
429 檔
30.3%
According to the latest 13F quarterly dataset, Crowley Wealth Management, Inc. managed an equity portfolio of $111.8M at the end of Q4 2024, spanning 429 distinct U.S. exchange-listed positions.
During Q4 2024, Crowley Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 429 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.00% | -10.36% | EXIT | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.72% | -5.67% | EXIT | |
| 3 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.99% | -4.49% | EXIT | |
| 4 | QLD | Proshares Ultra Qqq | ETF-Other | 4.16% | -4.90% | EXIT | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 4.05% | -4.67% | EXIT | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-Other | 3.98% | -4.48% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.95% | -4.35% | EXIT | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.91% | -3.62% | EXIT | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.76% | -4.21% | EXIT | |
| 10 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.21% | -2.60% | EXIT | |
| 11 | UWM | Proshares Ultra Russell2000 | ETF-Other | 2.55% | -2.63% | EXIT | |
| 12 | FDX | Fedex CORP | Stock-Industrials | 2.32% | -1.65% | EXIT | |
| 13 | AMGN | Amgen Inc | Stock-Healthcare | 2.30% | -2.19% | EXIT | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 2.26% | -2.07% | EXIT | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.26% | -2.00% | EXIT | |
| 16 | ABT | Abbott Laboratories | Stock-Healthcare | 1.91% | -1.99% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -1.83% | EXIT | |
| 18 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.46% | -0.56% | EXIT | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -1.60% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.24% | -1.23% | EXIT | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.20% | -1.08% | EXIT | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.17% | -0.45% | EXIT | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -1.19% | EXIT | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.92% | -0.90% | EXIT | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 0.92% | -0.91% | EXIT | |
| 26 | BIIB | Biogen Inc | Stock-Healthcare | 0.83% | -0.54% | EXIT | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | -0.77% | EXIT | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.82% | -0.83% | EXIT | |
| 29 | ZBH | Zimmer Biomet Holdings Inc | Stock-Healthcare | 0.64% | — | — | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.63% | -0.51% | EXIT | |
| 31 | DE | Deere & Co | Stock-Industrials | 0.61% | -0.60% | EXIT | |
| 32 | ED | Consolidated Edison Inc | Stock-Utilities | 0.60% | -0.51% | EXIT | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.60% | — | — | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.60% | -0.57% | EXIT | |
| 35 | WM | Waste Management Inc | Stock-Industrials | 0.53% | -0.45% | EXIT | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.52% | -0.61% | EXIT | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.91% | EXIT | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | -0.62% | EXIT | |
| 39 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.45% | -0.39% | EXIT | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.52% | EXIT | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.43% | -0.39% | EXIT | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.36% | EXIT | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | -0.52% | EXIT | |
| 44 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.40% | EXIT | |
| 46 | AEP | American Electric Power | Stock-Utilities | 0.37% | -0.37% | EXIT | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | -0.62% | EXIT | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | — | — | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | — | — | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.31% | -0.39% | EXIT |
According to official SEC Form 13F filings, Crowley Wealth Management, Inc. reported a total U.S. public equity portfolio value of $111.8M across 429 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, TSLA, LOW) accounted for 30.3% of total reported equity market value during Q4 2024.
During Q4 2024, Crowley Wealth Management, Inc.'s top holdings by market value included AAPL (11.0%)、TSLA (5.7%)、LOW (5.0%). The largest single position, AAPL, represented 11.0% of total portfolio value.
In Q4 2024, Crowley Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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