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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 16 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Status
301 AMAT APPLIED MATLS INC Technology 40 $8K 0.01% SOLD
302 HYG ISHARES IBOXX HIGH YIELDBOND ETF 100 $8K 0.01% SOLD
303 KURA KURA ONCOLOGY INC Healthcare 900 $8K 0.01% SOLD
304 EA ELECTRONIC ARTS INC Communication Services 38 $8K 0.01% SOLD
305 KLAC KLA CORP Technology 7 $8K 0.01% SOLD
306 RRC RANGE RES CORP Energy 200 $8K 0.01% SOLD
307 LWLG LIGHTWAVE LOGIC INC Basic Materials 2,000 $7K 0.01% SOLD
308 MPWR MONOLITHIC PWR SYS INC Technology 8 $7K 0.01% SOLD
309 SCHO SCHWAB SHORT TERM US TREASURY ETF 300 $7K 0.01% SOLD
310 SHEL SHELL PLC FTENDER OFFER EXP: Energy 100 $7K 0.01% SOLD
311 XLC COMMUNICAT SVS SLCT SEC SPDR ETF 60 $7K 0.01% SOLD
312 DVN DEVON ENERGY CORP NEW Energy 200 $7K 0.01% SOLD
313 FEZ SPDR EURO STOXX 50 ETF 107 $7K 0.01% SOLD
314 BST BLACKROCK SCIENCE TECHNO Financial Services 160 $7K 0.01% SOLD
315 BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS Communication Services 50 $7K 0.01% SOLD
316 EME EMCOR GROUP INC Industrials 10 $6K 0.01% SOLD
317 GS GOLDMAN SACHS GROUP INC Financial Services 8 $6K 0.01% SOLD
318 VIKING HLDGS LTD F 100 $6K 0.01% SOLD
319 DEO DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS Consumer Defensive 65 $6K 0.01% SOLD
320 UAMY US ANTIMONY CORP Basic Materials 1,000 $6K 0.01% SOLD
Page 16 of 21  ·  415 positions