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Portfolio (Quarterly) Guide ↗

CROWLEY WEALTH MANAGEMENT, INC.

· CIK 0002055836
13F Portfolio $1 AUM Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 415 Exited
Page 10 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Status
181 YORW YORK WTR CO Utilities 1,000 $30K 0.02% SOLD
182 TEL TE CONNECTIVITY PLC F Technology 138 $30K 0.02% SOLD
183 NUVL NUVALENT INC CLASS A Healthcare 350 $30K 0.02% SOLD
184 PLD PROLOGIS INC REIT Real Estate 260 $30K 0.02% SOLD
185 EPD ENTERPRISE PRODS PART LP Energy 950 $30K 0.02% SOLD
186 CB CHUBB LTD F Financial Services 105 $30K 0.02% SOLD
187 PKB INVESCO BUILDING AND CONSTRCTN ETF 307 $29K 0.02% SOLD
188 SU SUNCOR ENERGY INC NEW F Energy 690 $29K 0.02% SOLD
189 MDT MEDTRONIC PLC F Healthcare 300 $29K 0.02% SOLD
190 COP CONOCOPHILLIPS Energy 299 $28K 0.02% SOLD
191 FEDERAL NTNL 8.25 PFDPFD SER T 1,800 $28K 0.02% SOLD
192 CSCO CISCO SYS INC Technology 413 $28K 0.02% SOLD
193 REGN REGENERON PHARMACEUTICAL Healthcare 50 $28K 0.02% SOLD
194 DOW DOW INC Basic Materials 1,214 $28K 0.02% SOLD
195 VTR VENTAS INC REIT Real Estate 393 $28K 0.02% SOLD
196 EW EDWARDS LIFESCIENCES COR Healthcare 352 $27K 0.02% SOLD
197 TARS TARSUS PHARMACEUTICALS I Healthcare 450 $27K 0.02% SOLD
198 SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 100 $27K 0.02% SOLD
199 YUM YUM BRANDS INC Consumer Cyclical 175 $27K 0.02% SOLD
200 EWG ISHARES MSCI GERMANY ETF 635 $26K 0.02% SOLD
Page 10 of 21  ·  415 positions