Crowley Wealth Management, Inc. Purchases in Q3 2025

Crowley Wealth Management, Inc.

  • $126 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHR
Schwab Intermediate Term Us Tr

ETFs
631
New
$24.69 - $25.26 $15.6K - $15.9K
631 $15.9M
URA
Global X Uranium ETF

ETFs
200
+ 36.36%
$36.45 - $50.4 $7.29K - $10.1K
750 $35.8M
LIT
Global X Fds Global X Lithium

ETFs
2
+ 0.26%
$38.41 - $56.85 $76.8 - $114
761 $43.3M
META
Meta Platforms, Inc.

Communication Services
20
+ 6.35%
$695.21 - $791.73 $13.9K - $15.8K
335 $246M
DNP
Dnp Select Income Fund Inc

Financial Services
1.23K
New
$9.65 - $10.02 $11.9K - $12.4K
1.23K $12.4M
SMMT
Summit Therapeutics Inc.

Healthcare
600
+ 66.67%
$17.61 - $30.02 $10.6K - $18K
1.5K $31M
PANW
Palo Alto Networks Inc

Technology
57
New
$167.06 - $208.19 $9.52K - $11.9K
57 $11.6M
PHO
Invesco Exchange Traded Fd Tr

ETFs
100
+ 6.9%
$69.62 - $73.99 $6.96K - $7.4K
1.55K $112M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
630
New
$13.74 - $14.62 $8.66K - $9.21K
630 $9.09M
VTV
Vanguard Value ETF

ETFs
24
+ 5.25%
$175.51 - $186.57 $4.21K - $4.48K
481 $89.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
16
+ 2.0%
$90.62 - $107.71 $1.45K - $1.72K
816 $80.3M
XLF
Financial Sector Spdr

ETFs
129
+ 53.97%
$51.37 - $54.25 $6.63K - $7K
368 $19.8M
XLC
Select Sector Spdr Tr Communic

ETFs
60
New
$105.99 - $119.41 $6.36K - $7.16K
60 $7.1M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
107
New
$57.15 - $62.12 $6.12K - $6.65K
107 $6.65M
BST
Black Rock Science & Technology Trust

Financial Services
160
New
$38.01 - $41.55 $6.08K - $6.65K
160 $6.62M
GS
Goldman Sachs Group Inc

Financial Services
8
New
$696.56 - $806.32 $5.57K - $6.45K
8 $6.37M
Viking Hldgs LTD F
100
New
N/A
100 $6.22M
UAMY
United States Antimony Corp

Basic Materials
1K
New
$1.97 - $7.3 $1.97K - $7.3K
1K $6.2M
PLTR
Palantir Technologies Inc.

Technology
33
New
$130.68 - $186.97 $4.31K - $6.17K
33 $6.02M
WFC
Wells Fargo & Company

Financial Services
5
+ 0.56%
$77.05 - $85.16 $385 - $426
895 $75M
Lucid Group Inc
150
New
N/A
150 $3.57M
ASML
Asml Holding Nv

Technology
20
New
$689.63 - $968.09 $13.8K - $19.4K
20 $19.4M
MTB
M&T Bank Corp

Financial Services
12
+ 10.43%
$183.74 - $204.05 $2.2K - $2.45K
127 $25.1M
Serve Robotics Inc
120
New
N/A
120 $1.4M
BAX
Baxter International Inc

Healthcare
42
New
$21.71 - $31.23 $912 - $1.31K
42 $950K
CSCO
Cisco Systems, Inc.

Technology
19
+ 4.82%
$66.2 - $71.79 $1.26K - $1.36K
413 $28.3M
PLUG
Plug Power Inc

Industrials
340
New
$1.37 - $2.65 $466 - $901
340 $792K
HON
Honeywell International Inc

Industrials
225
+ 10.67%
$207.7 - $240.4 $46.7K - $54.1K
2.33K $491M
Allbirds Inc Class A
27
New
N/A
27 $153K
Contra Applied Genetic
140
New
N/A
140 $0
Bellicum Pharmaceuticxxxpending Possible Future Eff: 03/04/24
11
New
N/A
11 $0
Blueprint Medicines Corp
200
New
N/A
200 $0
Walgreens Boots Alliance
380
New
N/A
380 $0
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.99%
$26.23 - $28.5 $78.7 - $85.5
307 $8.69M
IBM
International Business Machines Corp

Technology
10
+ 1.82%
$234.77 - $292.47 $2.35K - $2.92K
560 $158M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.33%
$288.69 - $310.94 $289 - $311
303 $88.9M
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.24%
$150.47 - $161.22 $1.05K - $1.13K
2.93K $450M
DE
Deere & CO

Industrials
60
+ 3.8%
$457.26 - $524.37 $27.4K - $31.5K
1.64K $750M
Activity Summary
Buys All Purchases 89 New Holdings 27 Increased Positions 62 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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