Vault-13

CROWLEY WEALTH MANAGEMENT, INC.

WILMINGTON, DE · CIK 2055836 · 13F filing filed 2026-01-16

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$0 reported value -100.0% vs Q3 2025
1positions
—in top 10
1 new 0 added 0 reduced 415 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 N/A 0 0 0 $0— — NewShares held: Q1 2025 0, Q2 2025 0, Q3 2025 0, Q4 2025 0

Sold out since Q3 2025

SecurityTickerShares held beforeValue then
APPLE INC AAPL AAPL 51,146 $13.0m51.1k shares
TESLA INC TSLA TSLA 16,041 $7.1m16.0k shares
PROSHARES TR QLD QLD 89,740 $6.2m89.7k shares
ABBVIE INC ABBV ABBV 25,371 $5.9m25.4k shares
LOWES COS INC LOW LOW 22,445 $5.6m22.4k shares
PROSHARES TR SSO SSO 100,528 $5.6m100.5k shares
MICROSOFT CORP MSFT MSFT 10,560 $5.5m10.6k shares
JPMORGAN CHASE & CO JPM JPM 16,763 $5.3m16.8k shares
HOME DEPOT INC HD HD 11,241 $4.6m11.2k shares
PROSHARES TR UWM UWM 71,360 $3.3m71.4k shares
DISNEY WALT CO DIS DIS 28,500 $3.3m28.5k shares
AMGEN INC AMGN AMGN 9,755 $2.8m9.8k shares
STRYKER CORPORATION SYK SYK 7,026 $2.6m7.0k shares
AMAZON COM INC AMZN AMZN 11,459 $2.5m11.5k shares
ABBOTT LABS ABT ABT 18,698 $2.5m18.7k shares
BERKSHIRE HATHAWAY INC DEL BRK.B BRK.B 4,568 $2.3m4.6k shares
FEDEX CORP FDX FDX 8,821 $2.1m8.8k shares
SPDR S&P 500 ETF TR SPY SPY 3,023 $2.0m3.0k shares
ALPHABET INC GOOG GOOG 6,372 $1.6m6.4k shares
RTX CORPORATION RTX RTX 8,940 $1.5m8.9k shares
VISA INC V V 3,994 $1.4m4.0k shares
CUMMINS INC CMI CMI 2,715 $1.1m2.7k shares
NVIDIA CORPORATION NVDA NVDA 6,106 $1.1m6.1k shares
DUKE ENERGY CORP NEW DUK DUK 9,166 $1.1m9.2k shares
ISHARES TR DGRO DGRO 15,278 $1.0m15.3k shares