Investor Details
| Filer Name: | CROWLEY WEALTH MANAGEMENT, INC. |
|---|---|
| CIK: | 2055836 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-11 |
| Number of Holdings: | 429 |
| Portfolio Value: | $0.11B |
Crowley Wealth Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 49,798 | $12M | 11.00% | - | - |
| TSLA | US | TESLA INC | 16,054 | $6M | 5.72% | - | - |
| LOW | US | LOWE'S COS INC | 22,910 | $6M | 4.99% | - | - |
| QLD | US | PROSHARES ULTRA QQQ | 43,555 | $5M | 4.16% | - | - |
| ABBV | US | ABBVIE INC | 25,857 | $5M | 4.05% | - | - |
| SSO | US | PROSHARES ULTRA S&P500 | 48,755 | $5M | 3.98% | - | - |
| MSFT | US | MICROSOFT CORP | 10,631 | $4M | 3.95% | - | - |
| HD | US | HOME DEPOT INC | 11,397 | $4M | 3.91% | - | - |
| JPM | US | JPMORGAN CHASE & CO | 17,786 | $4M | 3.76% | - | - |
| DIS | US | WALT DISNEY CO/THE | 32,719 | $4M | 3.21% | - | - |
| UWM | US | PROSHARES ULTRA RUSSELL2000 | 69,200 | $3M | 2.55% | - | - |
| FDX | US | FEDEX CORP | 9,340 | $3M | 2.32% | - | - |
| AMGN | US | AMGEN INC | 10,017 | $3M | 2.30% | - | - |
| SYK | US | STRYKER CORP | 7,126 | $3M | 2.26% | - | - |
| AMZN | US | AMAZON.COM INC | 11,682 | $3M | 2.26% | - | - |
| ABT | US | ABBOTT LABORATORIES | 19,138 | $2M | 1.91% | - | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 4,712 | $2M | 1.88% | - | - |
| UPS | US | UNITED PARCEL SERVICE-CL B | 13,117 | $2M | 1.46% | - | - |
| SPY | US | SPDR S&P 500 ETF TRUST | 2,507 | $1M | 1.30% | - | - |
| GOOG | US | ALPHABET INC-CL C | 7,381 | $1M | 1.24% | - | - |