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CROWLEY WEALTH MANAGEMENT, INC.
RIA/Wealth
CROWLEY WEALTH MANAGEMENT, INC. is a RIA/Wealth based in Wilmington, DE led by Robert Alfanso Crowley, reporting $383.4M in AUM as of Q3 2025 with AAPL as the largest holding (10% allocation).
PresidentRobert Alfanso Crowley
- Portfolio Value
- $125.4M
- Positions
- 392
- Top Holding
- AAPL at 10.38%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CROWLEY WEALTH MANAGEMENT, INC.'s portfolio (49.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $13.0M | 10.38% | +$580.3K Bought | 0.00% 51.1K shares | |
Auto - Manufacturers Consumer Cyclical | $7.1M | 5.69% | -$73.8K Sold | 0.00% 16.0K shares | |
ETF ETF | $6.2M | 4.91% | +$180.4K Bought | — 44.9K shares | |
Drug Manufacturers - General Healthcare | $5.9M | 4.68% | +$25.7K Bought | 0.00% 25.4K shares | |
Home Improvement Consumer Cyclical | $5.6M | 4.50% | -$14.6K Sold | 0.00% 22.4K shares | |
ETF ETF | $5.6M | 4.49% | +$169.9K Bought | — 50.3K shares | |
Software - Infrastructure Technology | $5.5M | 4.36% | +$68.4K Bought | 0.00% 10.6K shares | |
Banks - Diversified Financial Services | $5.3M | 4.22% | -$50.2K Sold | 0.00% 16.8K shares | |
Home Improvement Consumer Cyclical | $4.6M | 3.63% | +$20.7K Bought | 0.00% 11.2K shares | |
ETF ETF | $3.3M | 2.64% | +$100.1K Bought | — 71.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CROWLEY WEALTH MANAGEMENT, INC.'s latest filing
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Analytics
Portfolio insights and performance metrics for CROWLEY WEALTH MANAGEMENT, INC.
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