CW
Crowley Wealth Management, Inc.
13F filer · CIK 0002055836Last filed Oct 21, 2025
Inactive · not filing 13F
13F portfolio value$0U.S. long equity reported on 13F
Positions31616 new · 10 closed
Net flow last quarter+$1.14MBuys minus sells
Top 10 positions weight44.2%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q3 2025Reported Oct 21, 2025316 positions | |||||
| $13M | 10.36% | 0.00% | +4.7% | Q4 2024 | |
| $7.13M | 5.67% | 0.00% | -1.0% | Q4 2024 | |
| $5.87M | 4.67% | 0.00% | +0.4% | Q4 2024 | |
| $5.64M | 4.49% | 0.00% | -0.3% | Q4 2024 | |
| $5.47M | 4.35% | 0.00% | +1.3% | Q4 2024 | |
| $5.29M | 4.21% | 0.00% | -0.9% | Q4 2024 | |
| $4.55M | 3.62% | 0.00% | +0.5% | Q4 2024 | |
| $3.26M | 2.60% | 0.00% | -4.6% | Q4 2024 | |
| $2.75M | 2.19% | 0.00% | -0.8% | Q4 2024 | |
| $2.6M | 2.07% | 0.00% | Not reported | Q4 2024 | |
| $2.52M | 2.00% | 0.00% | +0.3% | Q4 2024 | |
| $2.5M | 1.99% | 0.00% | Not reported | Q4 2024 | |
| $2.3M | 1.83% | Not reported | Not reported | Q4 2024 | |
| $2.08M | 1.65% | 0.00% | -2.2% | Q4 2024 | |
| $2.01M | 1.60% | Not reported | +6.1% | Q4 2024 | |
| $1.55M | 1.23% | Not reported | -0.3% | Q4 2024 | |
| $1.5M | 1.19% | 0.00% | +0.9% | Q4 2024 | |
| $1.36M | 1.08% | 0.00% | Not reported | Q4 2024 | |
| $1.15M | 0.91% | 0.00% | Not reported | Q4 2024 | |
| $1.14M | 0.91% | 0.00% | +11.1% | Q4 2024 | |
| DEDUKDuke Energy CORP | $1.13M | 0.90% | 0.00% | +5.6% | Q4 2024 |
| $966K | 0.77% | 0.00% | Not reported | Q4 2024 | |
| $786K | 0.62% | 0.00% | Not reported | Q4 2024 | |
| $767K | 0.61% | 0.00% | +1.4% | Q4 2024 | |
| $750K | 0.60% | 0.00% | +3.8% | Q4 2024 | |
| $710K | 0.56% | 0.00% | -3.2% | Q4 2024 | |
| $674K | 0.54% | 0.00% | -2.0% | Q4 2024 | |
| $650K | 0.52% | 0.00% | +5.5% | Q4 2024 | |
| $649K | 0.52% | 0.00% | +0.1% | Q4 2024 | |
| $642K | 0.51% | 0.00% | -1.0% | Q4 2024 | |
| $639K | 0.51% | 0.00% | Not reported | Q4 2024 | |
| $572K | 0.45% | 0.00% | Not reported | Q4 2024 | |
| $570K | 0.45% | 0.00% | Not reported | Q4 2024 | |
| $563K | 0.45% | 0.00% | Not reported | Q4 2024 | |
| $507K | 0.40% | 0.00% | Not reported | Q4 2024 | |
| $504K | 0.40% | 0.00% | Not reported | Q4 2024 | |
| $493K | 0.39% | 0.00% | +8.3% | Q4 2024 | |
| $491K | 0.39% | 0.00% | +10.7% | Q4 2024 | |
| $490K | 0.39% | 0.00% | Not reported | Q4 2024 | |
| $461K | 0.37% | 0.00% | Not reported | Q4 2024 | |
| $450K | 0.36% | 0.00% | +0.2% | Q4 2024 | |
| $400K | 0.32% | 0.00% | Not reported | Q4 2024 | |
| $395K | 0.31% | 0.03% | Not reported | Q4 2024 | |
| $349K | 0.28% | 0.00% | Not reported | Q4 2024 | |
| $341K | 0.27% | 0.06% | +47.4% | Q1 2025 | |
| $338K | 0.27% | 0.00% | Not reported | Q4 2024 | |
| $334K | 0.27% | 0.00% | +0.2% | Q4 2024 | |
| $313K | 0.25% | 0.00% | Not reported | Q4 2024 | |
| $293K | 0.23% | 0.00% | +0.1% | Q4 2024 | |
| $275K | 0.22% | 0.00% | Not reported | Q4 2024 | |
| Q2 2025Reported Jul 16, 2025310 positions | |||||
| $10M | 9.13% | 0.00% | -1.4% | Q4 2024 | |
| $5.19M | 4.72% | 0.00% | +0.3% | Q4 2024 | |
| $5.15M | 4.69% | 0.00% | -0.4% | Q4 2024 | |
| $4.99M | 4.54% | 0.00% | -0.6% | Q4 2024 | |
| $4.91M | 4.47% | 0.00% | -3.6% | Q4 2024 | |
| $4.69M | 4.27% | 0.00% | -0.2% | Q4 2024 | |
| $4.1M | 3.73% | 0.00% | -0.9% | Q4 2024 | |
| $3.71M | 3.37% | 0.00% | -3.1% | Q4 2024 | |
| $2.78M | 2.53% | 0.00% | Not reported | Q4 2024 | |
| $2.75M | 2.50% | 0.00% | -0.2% | Q4 2024 | |
| $2.54M | 2.31% | 0.00% | Not reported | Q4 2024 | |
| $2.51M | 2.28% | 0.00% | +0.9% | Q4 2024 | |
| $2.22M | 2.02% | Not reported | Not reported | Q4 2024 | |
| $2.05M | 1.87% | 0.00% | -0.8% | Q4 2024 | |
| $1.76M | 1.60% | Not reported | +13.5% | Q4 2024 | |
| $1.42M | 1.29% | 0.00% | -5.1% | Q4 2024 | |
| $1.29M | 1.18% | 0.00% | -1.9% | Q4 2024 | |
| $1.13M | 1.03% | Not reported | -7.9% | Q4 2024 | |
| DEDUKDuke Energy CORP | $1.03M | 0.94% | 0.00% | +0.3% | Q4 2024 |
| $955K | 0.87% | 0.00% | -1.9% | Q4 2024 | |
| $889K | 0.81% | 0.00% | -1.3% | Q4 2024 | |
| $886K | 0.81% | 0.00% | -28.4% | Q4 2024 | |
| $868K | 0.79% | 0.00% | +2.0% | Q4 2024 | |
| $804K | 0.73% | 0.00% | -3.1% | Q4 2024 | |
| $674K | 0.61% | 0.00% | +1.4% | Q4 2024 | |
| $647K | 0.59% | 0.00% | -0.7% | Q4 2024 | |
| $638K | 0.58% | 0.00% | -5.9% | Q4 2024 | |
| $617K | 0.56% | 0.00% | -7.3% | Q4 2024 | |
| $596K | 0.54% | 0.00% | -3.4% | Q4 2024 | |
| $593K | 0.54% | 0.00% | Not reported | Q4 2024 | |
| $548K | 0.50% | 0.00% | Not reported | Q4 2024 | |
| $535K | 0.49% | 0.00% | -62.5% | Q4 2024 | |
| $534K | 0.49% | 0.00% | +0.1% | Q4 2024 | |
| $491K | 0.45% | 0.00% | -2.3% | Q4 2024 | |
| $488K | 0.44% | 0.00% | +6.4% | Q4 2024 | |
| $466K | 0.42% | 0.00% | +5.6% | Q4 2024 | |
| $446K | 0.41% | 0.00% | Not reported | Q4 2024 | |
| $428K | 0.39% | 0.00% | Not reported | Q4 2024 | |
| $425K | 0.39% | 0.00% | -6.8% | Q4 2024 | |
| $422K | 0.38% | 0.00% | +8.3% | Q4 2024 | |
| $410K | 0.37% | 0.00% | -7.4% | Q4 2024 | |
| $408K | 0.37% | 0.00% | Not reported | Q4 2024 | |
| $356K | 0.32% | 0.00% | Not reported | Q4 2024 | |
| $323K | 0.29% | 0.00% | Not reported | Q4 2024 | |
| $317K | 0.29% | 0.00% | +0.3% | Q4 2024 | |
| $275K | 0.25% | 0.00% | Not reported | Q4 2024 | |
| $272K | 0.25% | 0.00% | +0.1% | Q4 2024 | |
| $262K | 0.24% | 0.00% | -9.5% | Q4 2024 | |
| $234K | 0.21% | 0.00% | +0.1% | Q4 2024 | |
| $233K | 0.21% | Not reported | Not reported | Q4 2024 | |
| Q1 2025Reported Apr 16, 2025324 positions | |||||
| $11M | 10.48% | 0.00% | -0.5% | Q4 2024 | |
| $5.3M | 5.05% | 0.00% | -2.1% | Q4 2024 | |
| $5.28M | 5.03% | 0.00% | -1.2% | Q4 2024 | |
| $4.3M | 4.10% | 0.00% | -1.3% | Q4 2024 | |
| $4.22M | 4.02% | 0.00% | +1.3% | Q4 2024 | |
| $4.14M | 3.94% | 0.00% | -0.9% | Q4 2024 | |
| $3.9M | 3.72% | 0.00% | -2.2% | Q4 2024 | |
| $3.07M | 2.93% | 0.00% | -1.6% | Q4 2024 | |
| $3.04M | 2.90% | 0.00% | -5.7% | Q4 2024 | |
| $2.62M | 2.49% | 0.00% | -1.4% | Q4 2024 | |
| $2.48M | 2.36% | 0.00% | -2.3% | Q4 2024 | |
| $2.43M | 2.32% | Not reported | -3.1% | Q4 2024 | |
| $2.22M | 2.11% | 0.00% | -2.7% | Q4 2024 | |
| $2.16M | 2.05% | 0.00% | -3.0% | Q4 2024 | |
| $1.47M | 1.41% | 0.00% | -2.3% | Q4 2024 | |
| $1.4M | 1.34% | Not reported | +0.1% | Q4 2024 | |
| $1.35M | 1.28% | 0.00% | -6.5% | Q4 2024 | |
| $1.2M | 1.14% | 0.00% | -1.3% | Q4 2024 | |
| $1.11M | 1.06% | 0.00% | -7.7% | Q4 2024 | |
| $1.08M | 1.03% | Not reported | -6.0% | Q4 2024 | |
| DEDUKDuke Energy CORP | $1.06M | 1.01% | 0.00% | -10.9% | Q4 2024 |
| $949K | 0.90% | 0.00% | -2.8% | Q4 2024 | |
| $862K | 0.82% | 0.00% | -8.0% | Q4 2024 | |
| $766K | 0.73% | 0.00% | +0.2% | Q4 2024 | |
| $747K | 0.71% | 0.00% | -11.8% | Q4 2024 | |
| $725K | 0.69% | 0.00% | -14.3% | Q4 2024 | |
| $630K | 0.60% | 0.00% | -11.0% | Q4 2024 | |
| $628K | 0.60% | 0.00% | -6.4% | Q4 2024 | |
| $624K | 0.59% | 0.00% | -18.4% | Q4 2024 | |
| $609K | 0.58% | 0.00% | Not reported | Q4 2024 | |
| $606K | 0.58% | 0.00% | -21.8% | Q4 2024 | |
| $600K | 0.57% | 0.00% | -13.4% | Q4 2024 | |
| $584K | 0.56% | 0.00% | +24.6% | Q4 2024 | |
| $580K | 0.55% | 0.00% | +0.5% | Q4 2024 | |
| $490K | 0.47% | 0.00% | +0.3% | Q4 2024 | |
| $481K | 0.46% | 0.00% | -3.1% | Q4 2024 | |
| $472K | 0.45% | 0.00% | -2.3% | Q4 2024 | |
| $457K | 0.44% | 0.00% | +0.5% | Q4 2024 | |
| $409K | 0.39% | 0.00% | +0.7% | Q4 2024 | |
| $392K | 0.37% | 0.00% | +1.4% | Q4 2024 | |
| $381K | 0.36% | 0.00% | +3.8% | Q4 2024 | |
| $377K | 0.36% | 0.00% | Not reported | Q4 2024 | |
| $377K | 0.36% | 0.00% | -9.5% | Q4 2024 | |
| $376K | 0.36% | 0.00% | -19.1% | Q4 2024 | |
| $357K | 0.34% | 0.00% | +0.5% | Q4 2024 | |
| $338K | 0.32% | 0.00% | Not reported | Q4 2024 | |
| $305K | 0.29% | 0.00% | -2.9% | Q4 2024 | |
| $283K | 0.27% | 0.00% | -10.4% | Q4 2024 | |
| $278K | 0.26% | 0.00% | Not reported | Q4 2024 | |
| $256K | 0.24% | 0.00% | +0.1% | Q4 2024 | |
| Q4 2024Reported Feb 11, 2025337 positions | |||||
| $12.5M | 11.00% | 0.00% | New | Q4 2024 | |
| $6.48M | 5.72% | 0.00% | New | Q4 2024 | |
| $5.65M | 4.99% | 0.00% | New | Q4 2024 | |
| $4.59M | 4.05% | 0.00% | New | Q4 2024 | |
| $4.48M | 3.95% | 0.00% | New | Q4 2024 | |
| $4.43M | 3.91% | 0.00% | New | Q4 2024 | |
| $4.26M | 3.76% | 0.00% | New | Q4 2024 | |
| $3.64M | 3.21% | 0.00% | New | Q4 2024 | |
| $2.63M | 2.32% | 0.00% | New | Q4 2024 | |
| $2.61M | 2.30% | 0.00% | New | Q4 2024 | |
| $2.57M | 2.26% | 0.00% | New | Q4 2024 | |
| $2.56M | 2.26% | 0.00% | New | Q4 2024 | |
| $2.16M | 1.91% | 0.00% | New | Q4 2024 | |
| $2.14M | 1.88% | Not reported | New | Q4 2024 | |
| $1.65M | 1.46% | 0.00% | New | Q4 2024 | |
| $1.47M | 1.30% | Not reported | New | Q4 2024 | |
| $1.41M | 1.24% | Not reported | New | Q4 2024 | |
| $1.36M | 1.20% | 0.00% | New | Q4 2024 | |
| $1.33M | 1.17% | 0.00% | New | Q4 2024 | |
| $1.06M | 0.93% | 0.00% | New | Q4 2024 | |
| DEDUKDuke Energy CORP | $1.05M | 0.92% | 0.00% | New | Q4 2024 |
| $1.04M | 0.92% | 0.00% | New | Q4 2024 | |
| $944K | 0.83% | 0.00% | New | Q4 2024 | |
| $938K | 0.83% | 0.00% | New | Q4 2024 | |
| $723K | 0.64% | 0.00% | New | Q4 2024 | |
| $716K | 0.63% | 0.00% | New | Q4 2024 | |
| $690K | 0.61% | 0.00% | New | Q4 2024 | |
| $683K | 0.60% | 0.00% | New | Q4 2024 | |
| $680K | 0.60% | 0.00% | New | Q4 2024 | |
| $603K | 0.53% | 0.00% | New | Q4 2024 | |
| $589K | 0.52% | 0.00% | New | Q4 2024 | |
| $581K | 0.51% | 0.00% | New | Q4 2024 | |
| $564K | 0.50% | 0.00% | New | Q4 2024 | |
| $505K | 0.45% | 0.00% | New | Q4 2024 | |
| $503K | 0.44% | 0.00% | New | Q4 2024 | |
| $485K | 0.43% | 0.00% | New | Q4 2024 | |
| $475K | 0.42% | 0.00% | New | Q4 2024 | |
| $472K | 0.42% | 0.00% | New | Q4 2024 | |
| $458K | 0.40% | 0.00% | New | Q4 2024 | |
| $454K | 0.40% | 0.00% | New | Q4 2024 | |
| $419K | 0.37% | 0.00% | New | Q4 2024 | |
| $393K | 0.35% | 0.00% | New | Q4 2024 | |
| $353K | 0.31% | 0.00% | New | Q4 2024 | |
| $351K | 0.31% | 0.00% | New | Q4 2024 | |
| $326K | 0.29% | 0.00% | New | Q4 2024 | |
| $321K | 0.28% | 0.00% | New | Q4 2024 | |
| $311K | 0.27% | 0.00% | New | Q4 2024 | |
| $294K | 0.26% | 0.00% | New | Q4 2024 | |
| $281K | 0.25% | 0.00% | New | Q4 2024 | |
| $274K | 0.24% | 0.00% | New | Q4 2024 | |
Premium opens every quarter this fund has filed