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CIK: 0002055836
Total reported value
—
$123.9M
415 檔
30.5%
According to the latest 13F quarterly dataset, Crowley Wealth Management, Inc. managed an equity portfolio of $123.9M at the end of Q3 2025, spanning 415 distinct U.S. exchange-listed positions.
In Q3 2025, Crowley Wealth Management, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.36% | -10.36% | EXIT | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 5.67% | -5.67% | EXIT | |
| 3 | QLD | Proshares Ultra Qqq | ETF-Other | 4.90% | -4.90% | EXIT | |
| 4 | ABBV | Abbvie Inc | Stock-Healthcare | 4.67% | -4.67% | EXIT | |
| 5 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 4.49% | -4.49% | EXIT | |
| 6 | SSO | Proshares Ultra S&p500 | ETF-Other | 4.48% | -4.48% | EXIT | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.35% | -4.35% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.21% | -4.21% | EXIT | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.62% | -3.62% | EXIT | |
| 10 | UWM | Proshares Ultra Russell2000 | ETF-Other | 2.63% | -2.63% | EXIT | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.60% | -2.60% | EXIT | |
| 12 | AMGN | Amgen Inc | Stock-Healthcare | 2.19% | -2.19% | EXIT | |
| 13 | SYK | Stryker CORP | Stock-Healthcare | 2.07% | -2.07% | EXIT | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | -2.00% | EXIT | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.99% | -1.99% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.83% | -1.83% | EXIT | |
| 17 | FDX | Fedex CORP | Stock-Industrials | 1.65% | -1.65% | EXIT | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.60% | -1.60% | EXIT | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | -1.23% | EXIT | |
| 20 | RTX | Rtx CORP | Stock-Industrials | 1.19% | -1.19% | EXIT | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -1.08% | EXIT | |
| 22 | CMI | Cummins Inc | Stock-Industrials | 0.91% | -0.91% | EXIT | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.91% | EXIT | |
| 24 | DUK | Duke Energy CORP | Stock-Utilities | 0.90% | -0.90% | EXIT | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.83% | -0.83% | EXIT | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.77% | -0.77% | EXIT | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | -0.62% | EXIT | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | -0.62% | EXIT | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.61% | -0.61% | EXIT | |
| 30 | DE | Deere & Co | Stock-Industrials | 0.60% | -0.60% | EXIT | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.59% | EXIT | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | -0.57% | EXIT | |
| 33 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.56% | -0.56% | EXIT | |
| 34 | BIIB | Biogen Inc | Stock-Healthcare | 0.54% | -0.54% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | -0.52% | EXIT | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.52% | EXIT | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.51% | EXIT | |
| 38 | ED | Consolidated Edison Inc | Stock-Utilities | 0.51% | -0.51% | EXIT | |
| 39 | WM | Waste Management Inc | Stock-Industrials | 0.45% | -0.45% | EXIT | |
| 40 | ALNY | Alnylam Pharmaceuticals Inc | Stock-Healthcare | 0.45% | -0.45% | EXIT | |
| 41 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.45% | -0.45% | EXIT | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.40% | EXIT | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.40% | -0.40% | EXIT | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.39% | -0.39% | EXIT | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.39% | -0.39% | EXIT | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.39% | -0.39% | EXIT | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.39% | EXIT | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.37% | -0.37% | EXIT | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.37% | EXIT | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.36% | -0.36% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.7% | -1.02% | Trim |
| 2 | QLD | Proshares Ultra Qqq | +1.2% | +3.02% | Add |
| 3 | SSO | Proshares Ultra S&p500 | +0.6% | +3.11% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +1.27% | Add |
| 5 | UWM | Proshares Ultra Russell2000 | +0.4% | +3.12% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +26.71% | Add |
| 7 | NVDA | Nvidia CORP | +0.4% | +11.08% | Add |
| 8 | NUVB | Nuvation Bio Inc | +0.3% | — | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.3% | +54.48% | Add |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +6.14% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.3% | +57.91% | Add |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +46.00% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -0.30% | Trim |
| 14 | AIQ | Global X Art Intel & Tech | +0.2% | +47.39% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.53% | Add |
| 16 | ARTY | Ishares Future Ai & Tech ETF | +0.2% | +41.21% | Add |
| 17 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +55.21% | Add |
| 18 | IGPT | Invesco Ai And Next Gen Soft | +0.1% | +52.85% | Add |
| 19 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -0.94% | Trim |
| 21 | CMI | Cummins Inc | +0.1% | — | Trim |
| 22 | EXC | Exelon CORP | +0.1% | +64.10% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | — | Trim |
| 24 | SOXX | Ishares Semiconductor ETF | +0.1% | +12.88% | Add |
| 25 | CEG | Constellation Energy | +0.1% | +15.32% | Add |
| 26 | RTX | Rtx CORP | +0.1% | +0.85% | Trim |
| 27 | CAT | Caterpillar Inc | 0% | — | Trim |
| 28 | DGRO | Ishares Core Dividend Growth | 0% | +7.27% | Add |
| 29 | GD | General Dynamics CORP | 0% | +1.35% | Add |
| 30 | LMT | Lockheed Martin CORP | 0% | +8.34% | Add |
| 31 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 32 | GLD | Spdr Gold Shares | 0% | — | Add |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.44% | Add |
| 34 | AMZN | Amazon.com Inc | -0.1% | +0.26% | Add |
| 35 | AAPL | Apple Inc | -0.1% | +4.66% | Add |
| 36 | DIS | Walt Disney Co/the | -0.3% | -4.63% | Trim |
| 37 | HD | Home Depot Inc | -0.3% | +0.46% | Trim |
| 38 | V | Visa Inc-class A Shares | -0.3% | — | Trim |
| 39 | ABBV | Abbvie Inc | -0.4% | +0.44% | Add |
| 40 | FDX | Fedex CORP | -0.5% | -2.22% | Trim |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | — | Unchanged |
| 42 | ZBH | Zimmer Biomet Holdings Inc | -0.5% | +2.00% | Trim |
| 43 | LOW | Lowe's Cos Inc | -0.5% | -0.26% | Trim |
| 44 | MDT | Medtronic plc | -0.6% | — | Trim |
| 45 | ROK | Rockwell Automation Inc | -0.6% | — | Trim |
| 46 | UPS | United Parcel Service-cl B | -0.7% | -3.17% | Trim |
| 47 | AMGN | Amgen Inc | -0.7% | -0.81% | Trim |
| 48 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 49 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 50 | TQQQ | Proshares Ultrapro Qqq | — | NEW | New buy |
According to official SEC Form 13F filings, Crowley Wealth Management, Inc. reported a total U.S. public equity portfolio value of $123.9M across 415 disclosed positions in Q3 2025.
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, QLD) accounted for 30.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
TLT
市值: $491.5K
Top Position Liquidated / Trimmed
LOW
前期市值: $5.3M
During Q3 2025, Crowley Wealth Management, Inc.'s top holdings by market value included AAPL (10.4%)、TSLA (5.7%)、QLD (4.9%). The largest single position, AAPL, represented 10.4% of total portfolio value.
In Q3 2025, Crowley Wealth Management, Inc. made 47 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 17 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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