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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 20 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Status
381 SIRI SIRIUSXM HLDGS INC EQUITCLASS EQUITY Communication Services 60 $1K 0.00% SOLD
382 SERV SERVE ROBOTICS INC Industrials 120 $1K 0.00% SOLD
383 RPMT REGO PMT ARCHITECTURES I 3,300 $1K 0.00% SOLD
384 POOL POOL CORP Industrials 4 $1K 0.00% SOLD
385 COOPER COS INC 16 $1K 0.00% SOLD
386 SPSC SPS COMM INC Technology 10 $1K 0.00% SOLD
387 BAX BAXTER INTL INC Healthcare 42 $950.0 0.00% SOLD
388 INOVIO PHARMACEUTICALS I 404 $945.0 0.00% SOLD
389 PLUG PLUG PWR INC Industrials 340 $792.0 0.00% SOLD
390 TRULIEVE CANNABIS CORP F 70 $564.0 SOLD
391 FERRELLGAS PARTNERS L LP 38 $561.0 SOLD
392 BXSL BLACKSTONE SECD LENDING Financial Services 21 $547.0 SOLD
393 CURALEAF HLDGS INC F 100 $279.0 SOLD
394 CIFR CIPHER MNG INC Financial Services 19 $239.0 SOLD
395 CMPS COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS Healthcare 30 $172.0 SOLD
396 ALLBIRDS INC CLASS A 27 $153.0 SOLD
397 BITO PROSHARES BITCOIN ETF 5 $98.0 SOLD
398 NUMINUS WELLNESS INC F 2,500 $90.0 SOLD
399 BUZZ VANECK SOCIAL SENTIMENT ETF 2 $72.0 SOLD
400 IDEANOMICS INC 6,254 $63.0 SOLD
Page 20 of 21  ·  415 positions