CROWLEY WEALTH MANAGEMENT, INC. - Portfolio overview

CROWLEY WEALTH MANAGEMENT, INC. has 402 reported holdings in this dataset, with the latest filing dated 2025-10-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Cyclical and Healthcare.

Largest reported holdings by portfolio allocation

1. TSLA - TESLA INC, 7.19%
2. ABBV - ABBVIE INC, 6.05%
3. LOW - LOWES COS INC, 5.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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