CROWLEY WEALTH MANAGEMENT, INC. historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 4 quarters from 2024-12-31 to 2025-12-31, CROWLEY WEALTH MANAGEMENT, INC. opened 34 positions, added to 109, reduced 122 and sold out of 357.
- Q3 2025: Stock AAPL; Country of operation United States; Class COMMON STOCK; Shares before 48,867.
- Q3 2025: Stock ABBV; Country of operation United States; Class COMMON STOCK; Shares before 25,260.
- Q3 2025: Stock HD; Country of operation United States; Class COMMON STOCK; Shares before 11,190.
- Q3 2025: Stock MSFT; Country of operation United States; Class COMMON STOCK; Shares before 10,428.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2055836), 4 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-16); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-16); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q3 2025 | AAPL
APPLE INC | United States | COMMON STOCK | 48,867 | 51,146 | +2,279 | $10,026,047 | $13,023,321 | +$2,997,274 | 2025-10-21 |
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| Q3 2025 | ABBV
ABBVIE INC | United States | COMMON STOCK | 25,260 | 25,371 | +111 | $4,688,680 | $5,874,355 | +$1,185,675 | 2025-10-21 |
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| Q3 2025 | HD
HOME DEPOT INC | United States | COMMON STOCK | 11,190 | 11,241 | +51 | $4,102,702 | $4,554,759 | +$452,057 | 2025-10-21 |
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| Q3 2025 | MSFT
MICROSOFT CORP | United States | COMMON STOCK | 10,428 | 10,560 | +132 | $5,187,205 | $5,469,577 | +$282,372 | 2025-10-21 |
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| Q3 2025 | NVDA
NVIDIA CORP | United States | COMMON STOCK | 5,497 | 6,106 | +609 | $868,471 | $1,139,258 | +$270,787 | 2025-10-21 |
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| Q3 2025 | GOOGL
ALPHABET INC CLASS CLASS A | United States | COMMON STOCK | 2,532 | 2,672 | +140 | $446,214 | $649,563 | +$203,349 | 2025-10-21 |
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| Q3 2025 | RTX
RTX CORP | United States | COMMON STOCK | 8,865 | 8,940 | +75 | $1,294,497 | $1,495,997 | +$201,500 | 2025-10-21 |
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| Q3 2025 | GD
GENERAL DYNAMICS CORP | United States | COMMON STOCK | 2,219 | 2,249 | +30 | $647,194 | $766,909 | +$119,715 | 2025-10-21 |
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| Q3 2025 | JNJ
JOHNSON & JOHNSON | United States | COMMON STOCK | 3,496 | 3,498 | +2 | $534,068 | $648,608 | +$114,540 | 2025-10-21 |
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| Q3 2025 | DUK
DUKE ENERGY CORP NEW | United States | COMMON STOCK | 8,681 | 9,166 | +485 | $1,034,978 | $1,134,293 | +$99,315 | 2025-10-21 |
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| Q3 2025 | EXC
EXELON CORP | United States | COMMON STOCK | 2,964 | 4,864 | +1,900 | $139,118 | $218,929 | +$79,811 | 2025-10-21 |
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| Q3 2025 | LMT
LOCKHEED MARTIN CORP | United States | COMMON STOCK | 911 | 987 | +76 | $422,128 | $492,821 | +$70,693 | 2025-10-21 |
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| Q3 2025 | DE
DEERE & CO | United States | COMMON STOCK | 1,581 | 1,641 | +60 | $803,923 | $750,364 | -$53,559 | 2025-10-21 |
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| Q3 2025 | NEM
NEWMONT CORP | United States | COMMON STOCK | 1,520 | 1,531 | +11 | $88,555 | $129,089 | +$40,534 | 2025-10-21 |
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| Q3 2025 | D
DOMINION ENERGY INC | United States | COMMON STOCK | 2,450 | 3,100 | +650 | $149,778 | $189,627 | +$39,849 | 2025-10-21 |
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| Q3 2025 | SCCO
SOUTHERN COPPER CORP | United States | COMMON STOCK | 1,477 | 1,542 | +65 | $149,428 | $187,156 | +$37,728 | 2025-10-21 |
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| Q3 2025 | NOC
NORTHROP GRUMMAN CORP | United States | COMMON STOCK | 256 | 271 | +15 | $127,995 | $165,126 | +$37,131 | 2025-10-21 |
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| Q3 2025 | GE
GE AEROSPACE | United States | COMMON STOCK | 576 | 586 | +10 | $148,257 | $176,284 | +$28,027 | 2025-10-21 |
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| Q3 2025 | HSY
HERSHEY CO | United States | COMMON STOCK | 224 | 324 | +100 | $37,173 | $60,604 | +$23,431 | 2025-10-21 |
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| Q3 2025 | AMD
ADVANCED MICRO DEVIC | United States | COMMON STOCK | 745 | 792 | +47 | $105,716 | $128,138 | +$22,422 | 2025-10-21 |
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| Q3 2025 | PNC
PNC FINL SERVICES | United States | COMMON STOCK | 1,459 | 1,461 | +2 | $271,953 | $293,484 | +$21,531 | 2025-10-21 |
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| Q3 2025 | CEG
CONSTELLATION ENERGY COR | United States | COMMON STOCK | 607 | 700 | +93 | $208,826 | $230,349 | +$21,523 | 2025-10-21 |
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| Q3 2025 | BAC
BANK OF AMERICA CORP | United States | COMMON STOCK | 4,936 | 4,942 | +6 | $233,580 | $254,960 | +$21,380 | 2025-10-21 |
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| Q3 2025 | CVX
CHEVRON CORP NEW | United States | COMMON STOCK | 1,525 | 1,526 | +1 | $218,299 | $237,016 | +$18,717 | 2025-10-21 |
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| Q3 2025 | WMT
WALMART INC | United States | COMMON STOCK | 3,237 | 3,244 | +7 | $316,514 | $334,331 | +$17,817 | 2025-10-21 |
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| Q3 2025 | PG
PROCTER & GAMBLE CO | United States | COMMON STOCK | 2,925 | 2,932 | +7 | $466,056 | $450,456 | -$15,600 | 2025-10-21 |
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| Q3 2025 | META
META PLATFORMS INC CLASS A | United States | COMMON STOCK | 315 | 335 | +20 | $232,732 | $246,281 | +$13,549 | 2025-10-21 |
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| Q3 2025 | SMMT
SUMMIT THERAPEUTICS INC | United States | COMMON STOCK | 900 | 1,500 | +600 | $19,152 | $30,990 | +$11,838 | 2025-10-21 |
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| Q3 2025 | AMZN
AMAZON.COM INC | United States | COMMON STOCK | 11,429 | 11,459 | +30 | $2,507,408 | $2,516,053 | +$8,645 | 2025-10-21 |
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| Q3 2025 | ZBH
ZIMMER BIOMET HLDGS INC | United States | COMMON STOCK | 800 | 816 | +16 | $72,968 | $80,327 | +$7,359 | 2025-10-21 |
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| Q3 2025 | ADP
AUTOMATIC DATA PROCESSIN | United States | COMMON STOCK | 302 | 303 | +1 | $93,258 | $88,871 | -$4,387 | 2025-10-21 |
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| Q3 2025 | IBM
IBM CORP | United States | COMMON STOCK | 550 | 560 | +10 | $162,129 | $158,045 | -$4,084 | 2025-10-21 |
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| Q3 2025 | WFC
WELLS FARGO & CO | United States | COMMON STOCK | 890 | 895 | +5 | $71,307 | $75,011 | +$3,704 | 2025-10-21 |
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| Q3 2025 | ASML
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | | AMERICAN DEPOSITORY | 0 | 20 | +20 | $16,028 | $19,362 | +$3,334 | 2025-10-21 |
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| Q3 2025 | MTB
M & T BK CORP | United States | COMMON STOCK | 115 | 127 | +12 | $22,309 | $25,098 | +$2,789 | 2025-10-21 |
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| Q3 2025 | CSCO
CISCO SYS INC | United States | COMMON STOCK | 394 | 413 | +19 | $27,336 | $28,257 | +$921 | 2025-10-21 |
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| Q3 2025 | KMI
KINDER MORGAN INC DEL | United States | COMMON STOCK | 304 | 307 | +3 | $8,927 | $8,690 | -$237 | 2025-10-21 |
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| Q3 2025 | HONZZZZ
HONEYWELL INTL INC | | COMMON STOCK | 2,109 | 2,334 | +225 | $491,144 | $491,307 | +$163 | 2025-10-21 |
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