BullishAgent BullishAgent Filings Market Earnings Ratings IPOs ETFs Insiders
Screener
Sign in Register
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 12 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Status
221 ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 20 $19K 0.01% SOLD
222 BFLY BUTTERFLY NETWORK INC CLASS A Healthcare 10,000 $19K 0.01% SOLD
223 CIBR FIRST TRUST NASDAQ CYBRSCRTY ETF 250 $19K 0.01% SOLD
224 BCRX BIOCRYST PHARMACEUTICALS Healthcare 2,500 $19K 0.01% SOLD
225 DLTR DOLLAR TREE INC Consumer Defensive 200 $19K 0.01% SOLD
226 CMCSA COMCAST CORP NEW CLASS A Communication Services 600 $19K 0.01% SOLD
227 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 200 $19K 0.01% SOLD
228 VNQ VANGUARD REAL ESTATE ETF 200 $18K 0.01% SOLD
229 EBAY EBAY INC Consumer Cyclical 200 $18K 0.01% SOLD
230 AKAM AKAMAI TECHNOLOGIES INC Technology 240 $18K 0.01% SOLD
231 PCG PG&E CORP Utilities 1,203 $18K 0.01% SOLD
232 MRNA MODERNA INC Healthcare 700 $18K 0.01% SOLD
233 HTGC HERCULES CAP INC Financial Services 900 $17K 0.01% SOLD
234 INCY INCYTE CORP Healthcare 200 $17K 0.01% SOLD
235 ARKG ARK GENOMIC REVOLUTION ETF 600 $17K 0.01% SOLD
236 RVMD REVOLUTION MEDICINES INC Healthcare 350 $16K 0.01% SOLD
237 ANET ARISTA NETWORKS INC Technology 112 $16K 0.01% SOLD
238 ARTNA ARTESIAN RES CORP CLASS A Utilities 500 $16K 0.01% SOLD
239 ESGV VANGUARD ESG US STOCK ETF 136 $16K 0.01% SOLD
240 SCHR SCHWAB INTERMEDIATE TERMUS TRS ETF 631 $16K 0.01% SOLD
Page 12 of 21  ·  415 positions