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Showing Q3 2025 data
CROWLEY WEALTH MANAGEMENT, INC.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
CROWLEY WEALTH MANAGEMENT, INC.
•CIK: 2055836•Filing: Q3 2025
**CROWLEY WEALTH MANAGEMENT, INC.** manages $126M across a diversified portfolio of 404 positions. The fund exhibits notable concentration in mega-cap technology and cyclical equities, highlighted by a $13.0M allocation to AAPL and $5.5M in MSFT. Significant exposure is also maintained in high-beta and sector-specific assets, including TSLA ($7.1M) and QLD ($6.2M). This positioning suggests a tactical, growth-oriented mandate within the current market cycle.
Total AUM
$125.7M
QoQ Performance
+14.4%
Positions
404
Top 10 Concentration
50.1%
Latest Filing
Q3 2025
Top Holdings Allocation
AAPL
TSLA
AAPL10.4%
TSLA5.7%
QLD4.9%
ABBV4.7%
LOW4.5%
SSO4.5%
MSFT4.4%
JPM4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other30.8%
Technology18.9%
Consumer17.1%
Healthcare10.4%
Financial8.5%
Industrial5.8%
Communication3.2%
Utilities2.3%
🚪 Exited Positionssold since Q2 2025
+191 more exited positions
Changes from Q2 2025
NEW5 new positions
↑59 increased
↓19 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024