Fund Holdings — CROWLEY WEALTH MANAGEMENT, INC.

Total Portfolio Value
$0
Total Bought
$0
Total Sold
$125.72M
Net Transaction
-$125.72M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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ALT HSE CANNABIS INC F510-5100—0
BELLICUM PHARMACEUTICXXXPENDING POSSIBLE FUTURE EFF: 03/04/24110-1100—0
BLUEPRINT MEDICINES CORP2000-20000—0
CONTRA APPLIED GENETIC1400-14000—0
FONIX CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 07/06/1240-400—0
MAGENTA THERAPE2,7000-2,70000—0
MIRATI THERAPEUTICS XXXCONTINGENT VALUE RIGHT EFF: 01/23/20243750-37500—0
OZOP ENERGY SOLUTIONS IN2140-21400—0
PURE EXTRACTS TECHNOLO F6,1000-6,10000—0
SLANG WORLDWIDE INC F200-2000—0
WALGREENS BOOTS ALLIANCE3800-38000—0
PLANET 13 HLDGS INC NEV(PLNH)50-500—-0
CLEANSPARK INC(CLSK)10-100—-0
VENTURE GLOBAL INC CLASS A(VG)20-200—-0
GROWGENERATION CORP(GRWG)300-3000—-0
IDEANOMICS INC6,2540-6,25400—-0
VANECK SOCIAL SENTIMENT ETF
SOCIAL SENTIMENT
20-200—-0
NUMINUS WELLNESS INC F2,5000-2,50000—-0
PROSHARES BITCOIN ETF
BITCOIN ETF
50-500—-0
ALLBIRDS INC CLASS A(BIRD)270-2700—-0
COMPASS PATHWAYS ADR A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS(CMPS)300-3000—-0
CIPHER MNG INC(CIFR)190-1900—-0
CURALEAF HLDGS INC F(CURLF)1000-10000—-0
BLACKSTONE SECD LENDING(BXSL)210-2110—-1
FERRELLGAS PARTNERS L LP(FGPR)380-3810—-1
TRULIEVE CANNABIS CORP F(TRLV)700-7010—-1
PLUG PWR INC(PLUG)3400-34010—-1
INOVIO PHARMACEUTICALS I(INO)4040-40410—-1
BAXTER INTL INC420-4210—-1
SPS COMM INC(SPSC)100-1010—-1
COOPER COS INC(COO)160-1610—-1
POOL CORP(POOL)40-410—-1
REGO PMT ARCHITECTURES I3,3000-3,30010—-1
SERVE ROBOTICS INC(SERV)1200-12010—-1
SIRIUSXM HLDGS INC EQUITCLASS EQUITY(SIRI)600-6010—-1
BOOZ ALLEN HAMILTON HLDGCLASS A140-1410—-1
BLUELINX HLDGS INC(BXC)200-2010—-1
ENTEGRIS INC(ENTG)160-1610—-1
BROWN & BROWN INC(BRO)170-1720—-2
COPART INC(CPRT)360-3620—-2
INFOSYS LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS(INFY)1070-10720—-2
ORGANON & CO(OGN)1650-16520—-2
IDEX CORP(IEX)110-1120—-2
DECKERS OUTDOOR CORP(DECK)180-1820—-2
ADEIA INC(ADEA)1150-11520—-2
STERIS PLC F(STE)80-820—-2
GENTEX CORP(GNTX)700-7020—-2
SABRA HEALTH CARE REIT IREIT(SBRA)1100-11020—-2
WATERS CORP(WAT)70-720—-2
RESMED INC(RMD)80-820—-2
HENRY JACK & ASSOC INC(JKHY)150-1520—-2
OLD DOMINION FREIGHT LIN(ODFL)160-1620—-2
TELEDYNE TECHNOLOGIES IN(TDY)40-420—-2
CAVA GROUP INC(CAVA)400-4020—-2
RAYMOND JAMES FINL INC(RJF)140-1420—-2
INVSC SOLAR ETF
SOLAR ETF
560-5620—-2
WATTS WATER TECHNOLOGIESCLASS A(WTS)90-930—-3
MATTEL INC(MAT)1500-15030—-3
HEALTHPEAK PPTYS INC REIT(DOC)1360-13630—-3
UIPATH INC CLASS A(PATH)2000-20030—-3
CSX CORP(CSX)770-7730—-3
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NVO)500-5030—-3
GRACO INC(GGG)340-3430—-3
CARNIVAL CORP F1000-10030—-3
LUMENTUM HLDGS INC(LITE)180-1830—-3
AIR PRODS & CHEMS INC110-1130—-3
VERISK ANALYTICS INC CLASS A(VRSK)120-1230—-3
MARSH & MCLENNAN COS INC(MRSH)150-1530—-3
TERADYNE INC(TER)220-2230—-3
SYNDAX PHARMACEUTICALS I(SNDX)2000-20030—-3
SANDOZ GROUP AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS520-5230—-3
SEMPRA(SRE)360-3630—-3
ANIXA BIOSCIENCES INC(ANIX)1,0000-1,00030—-3
KYNDRYL HLDGS INC(KD)1100-11030—-3
SEI INVTS CO(SEIC)400-4030—-3
INTUIT(INTU)50-530—-3
PITNEY BOWES INC(PBI)3000-30030—-3
CRANE CO(CR)190-1930—-3
LUCID GROUP INC(LCID)1500-15040—-4
MONDELEZ INTL INC CLASS A(MDLZ)580-5840—-4
MONSTER BEVERAGE CORP NE(MNST)540-5440—-4
METTLER-TOLEDO INTL INC(MTD)30-340—-4
WEYERHAEUSER CO REIT(WY)1600-16040—-4
BROWN FORMAN CORP CLASS A(BF-A)1500-15040—-4
SPDR FUND MATERIALS SELECT SECTR ETF
ST STR MATER ETF
460-4640—-4
EAGLE MATLS INC(EXP)180-1840—-4
KEYSIGHT TECHNOLOGIES IN(KEYS)240-2440—-4
FASTENAL CO(FAST)920-9250—-5
ILLINOIS TOOL WKS INC(ITW)180-1850—-5
TRUIST FINL CORP(TFC)1060-10650—-5
AMERICAN WTR WKS CO INC350-3550—-5
ISHARES TRT IS 5-10 INV GR CR BD ETF990-9950—-5
LAM RESH CORP(LRCX)400-4050—-5
INNOVATIVE INDL PPTYS INREIT(IIPR)1000-10050—-5
PALANTIR TECHNOLOGIES INCLASS A(PLTR)330-3360—-6
US ANTIMONY CORP(UAMY)1,0000-1,00060—-6
DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS(DEO)650-6560—-6
VIKING HLDGS LTD F(VIK)1000-10060—-6
GOLDMAN SACHS GROUP INC(GS)80-860—-6
EMCOR GROUP INC(EME)100-1060—-6
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CROWLEY WEALTH MANAGEMENT, INC. — 13F Holdings — Q4 2025 | TickerTrail