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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 8 of 21  ·  415 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 DHR DANAHER CORP Healthcare 300 $59K 0.05% SOLD
142 JCI JOHNSON CONTROLS INT F Industrials 530 $58K 0.05% SOLD
143 TAK TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS Healthcare 3,927 $57K 0.05% SOLD
144 PFE PFIZER INC Healthcare 2,228 $57K 0.04% SOLD
145 EOG EOG RES INC Energy 500 $56K 0.04% SOLD
146 DLR DIGITAL RLTY TR INC REIT Real Estate 300 $52K 0.04% SOLD
147 CTVA CORTEVA INC Basic Materials 754 $51K 0.04% SOLD
148 WMB WILLIAMS COS INC Energy 788 $50K 0.04% SOLD
149 SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 366 $49K 0.04% SOLD
150 DELL DELL TECHNOLOGIES INC CLASS C Technology 324 $46K 0.04% SOLD
151 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 2,940 $46K 0.04% SOLD
152 FFIV F5 INC Technology 140 $45K 0.04% SOLD
153 MS MORGAN STANLEY Financial Services 273 $43K 0.04% SOLD
154 LIT GLOBAL X LITHIUM BATTERYTECH ETF 761 $43K 0.03% SOLD
155 FCF FIRST COMWLTH FINL CORP Financial Services 2,500 $43K 0.03% SOLD
156 MSEX MIDDLESEX WTR CO Utilities 785 $42K 0.03% SOLD
157 PSTG PURE STORAGE INC CLASS A Technology 500 $42K 0.03% SOLD
158 ET ENERGY TRANSFER L P LP Energy 2,400 $41K 0.03% SOLD
159 OTIS OTIS WORLDWIDE CORP Industrials 450 $41K 0.03% SOLD
160 B BARRICK MNG CORP F Basic Materials 1,250 $41K 0.03% SOLD
Page 8 of 21  ·  415 positions