Crewe Advisors LLC Top Holdings and 13F Report (2025) About Crewe Advisors LLCInvestment ActivityCrewe Advisors LLC has $711.56 million in total holdings as of March 31, 2025.Crewe Advisors LLC owns shares of 716 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 5.43% of the portfolio was purchased this quarter.About 4.13% of the portfolio was sold this quarter.This quarter, Crewe Advisors LLC has purchased 646 new stocks and bought additional shares in 141 stocks.Crewe Advisors LLC sold shares of 110 stocks and completely divested from 49 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $104,101,946SPDR S&P 500 ETF Trust $53,329,439iShares Core S&P Mid-Cap ETF $49,616,133Berkshire Hathaway $43,115,847iShares Core MSCI EAFE ETF $38,776,271 Largest New Holdings this Quarter 451107106 - IDACORP $1,148,370 Holding165167735 - Chesapeake Energy $1,050,082 Holding46438G471 - ISHARES TR $943,285 Holding46438G588 - ISHARES TR $861,176 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $405,018 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 91,344 shares (about $9.63M)PGIM Ultra Short Bond ETF 179,983 shares (about $8.95M)iShares Core S&P 500 ETF 5,029 shares (about $2.83M)iShares Core MSCI EAFE ETF 31,789 shares (about $2.40M)iShares Core S&P Mid-Cap ETF 35,924 shares (about $2.10M) Largest Sales this Quarter Berkshire Hathaway 14,248 shares (about $7.59M)Vanguard S&P 500 ETF 10,256 shares (about $5.27M)Vanguard Small-Cap ETF 20,566 shares (about $4.56M)Vanguard Information Technology ETF 3,601 shares (about $1.95M)SPDR S&P 500 ETF Trust 1,558 shares (about $871.53K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrewe Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$104,101,946$2,825,791 ▲2.8%185,26814.6%ETFSPYSPDR S&P 500 ETF Trust$53,329,439$871,530 ▼-1.6%95,3357.5%FinanceIJHiShares Core S&P Mid-Cap ETF$49,616,133$2,096,166 ▲4.4%850,3197.0%ETFBRK.ABerkshire Hathaway$43,115,847$798,442 ▲1.9%546.1%FinanceIEFAiShares Core MSCI EAFE ETF$38,776,271$2,404,836 ▲6.6%512,5755.4%ETFESGVVanguard ESG US Stock ETF$31,530,791$1,018,386 ▲3.3%321,9074.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$31,518,824$322,628 ▲1.0%727,9174.4%ETFPULSPGIM Ultra Short Bond ETF$28,329,622$8,950,549 ▲46.2%569,6694.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$27,182,499$5,868 ▼0.0%50,9533.8%ETFMUBiShares National Muni Bond ETF$25,075,847$9,631,312 ▲62.4%237,8213.5%ETFNVDANVIDIA$21,621,426$221,421 ▲1.0%199,4963.0%Computer and TechnologyVBVanguard Small-Cap ETF$19,023,933$4,560,511 ▼-19.3%85,7902.7%ETFIWMiShares Russell 2000 ETF$15,862,852$90,369 ▼-0.6%79,5172.2%FinancePACS GROUP INC$12,499,6450.0%1,112,0681.8%COM SHSIJRiShares Core S&P Small-Cap ETF$11,962,982$1,172,435 ▲10.9%114,4021.7%ETFTSLATesla$11,462,647$71,010 ▲0.6%44,2301.6%Auto/Tires/TrucksVGTVanguard Information Technology ETF$11,066,180$1,953,111 ▼-15.0%20,4031.6%ETFQQQInvesco QQQ$8,894,641$40,328 ▼-0.5%18,9681.3%FinanceVSGXVanguard ESG International Stock ETF$8,803,886$496,022 ▲6.0%149,2691.2%ETFVOOVanguard S&P 500 ETF$7,842,612$5,270,548 ▼-40.2%15,2611.1%ETFJPSTJPMorgan Ultra-Short Income ETF$7,115,288$197,761 ▼-2.7%140,5351.0%ETFEFAiShares MSCI EAFE ETF$6,063,239$185,936 ▲3.2%74,1860.9%FinanceBRK.BBerkshire Hathaway$6,042,121$7,588,201 ▼-55.7%11,3450.8%FinanceVNQVanguard Real Estate ETF$5,191,456$245,725 ▲5.0%57,3390.7%ETFPFFiShares Preferred and Income Securities ETF$5,158,507$184,012 ▼-3.4%167,8650.7%ETFWCNWaste Connections$4,586,9650.0%23,5000.6%Business ServicesVTIVanguard Total Stock Market ETF$4,267,313$1,099 ▼0.0%15,5270.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,175,2680.0%92,2510.6%ETFEQTEQT$4,013,6620.0%75,1200.6%EnergyAMDAdvanced Micro Devices$3,930,422$40,377 ▼-1.0%38,2560.6%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$3,715,131$126,236 ▲3.5%68,8370.5%ETFMCOMoody's$2,895,195$96,864 ▼-3.2%6,2170.4%FinanceXOMExxon Mobil$2,859,353$284,484 ▼-9.0%24,0420.4%EnergyENSGThe Ensign Group$2,643,1250.0%20,4260.4%MedicalSCHDSchwab US Dividend Equity ETF$2,486,617$13,812 ▲0.6%88,9350.3%ETFIWFiShares Russell 1000 Growth ETF$2,474,550$87,384 ▼-3.4%6,8530.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,140,825$20,965 ▼-1.0%33,6980.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,927,758$124,110 ▲6.9%33,7370.3%ETFTJXTJX Companies$1,845,270$164,065 ▼-8.2%15,1500.3%Retail/WholesaleRWAYRunway Growth Finance$1,780,2210.0%172,0020.3%FinanceCOSTCostco Wholesale$1,705,242$27,428 ▼-1.6%1,8030.2%Retail/WholesaleDGROiShares Core Dividend Growth ETF$1,589,410$17,607 ▲1.1%25,7270.2%ETFEEMiShares MSCI Emerging Markets ETF$1,522,028$2,404 ▲0.2%34,8290.2%FinanceSANDSandstorm Gold$1,508,0830.0%199,7460.2%Basic MaterialsVEAVanguard FTSE Developed Markets ETF$1,487,1340.0%29,2570.2%ETFGLDSPDR Gold Shares$1,470,0910.0%5,1020.2%FinanceAXPAmerican Express$1,468,256$17,758 ▼-1.2%5,4570.2%FinanceXLKTechnology Select Sector SPDR Fund$1,443,386$22,301 ▼-1.5%6,9900.2%ETFPGProcter & Gamble$1,436,465$5,113 ▲0.4%8,4290.2%Consumer StaplesVOVanguard Mid-Cap ETF$1,322,325$35,948 ▲2.8%5,1130.2%ETFIBMInternational Business Machines$1,269,161$128,309 ▲11.2%5,1040.2%Computer and TechnologyIDAIDACORP$1,148,370$1,148,370 ▲New Holding9,8810.2%UtilitiesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,145,396$91,403 ▲8.7%12,6440.2%ETFSHELShell$1,139,138$10,552 ▲0.9%15,5450.2%EnergySCHXSchwab US Large-Cap ETF$1,073,543$41,996 ▲4.1%48,6210.2%ETFCHKChesapeake Energy$1,050,082$1,050,082 ▲New Holding9,4330.1%EnergyISHARES TR$943,285$943,285 ▲New Holding37,8070.1%LARGE CAP MAX BUMRKMerck & Co., Inc.$899,485$21,094 ▼-2.3%10,0210.1%MedicalISHARES TR$861,176$861,176 ▲New Holding34,3920.1%LARGE CAP MAX BUIJKiShares S&P Mid-Cap 400 Growth ETF$837,714$9,494 ▲1.1%10,0590.1%ETFMCDMcDonald's$809,351$167,118 ▲26.0%2,5910.1%Retail/WholesaleBXBlackstone$795,637$279,423 ▲54.1%5,6920.1%FinanceANAutoNation$770,9020.0%4,7610.1%Retail/WholesaleRTXRTX$747,340$22,518 ▼-2.9%5,6420.1%AerospaceVXFVanguard Extended Market ETF$724,6980.0%4,2070.1%ETFBKNGBooking$714,090$55,284 ▲8.4%1550.1%Retail/WholesaleGISGeneral Mills$699,5430.0%11,7000.1%Consumer StaplesWMTWalmart$690,471$615 ▲0.1%7,8650.1%Retail/WholesaleAMPAmeriprise Financial$667,104$968 ▲0.1%1,3780.1%FinanceDUKDuke Energy$627,425$4,147 ▲0.7%5,1440.1%UtilitiesSUBiShares Short-Term National Muni Bond ETF$584,496$180,048 ▼-23.5%5,5350.1%ETFINTCIntel$579,463$146,932 ▼-20.2%25,5160.1%Computer and TechnologySCHBSchwab US Broad Market ETF$557,163$15,610 ▲2.9%25,8780.1%ETFMGVVanguard Mega Cap Value ETF$549,5030.0%4,2650.1%ETFSCHKSchwab 1000 Index ETF$541,929$619 ▲0.1%20,1310.1%ETFXLVHealth Care Select Sector SPDR Fund$539,754$357,403 ▼-39.8%3,6970.1%ETFABBVAbbVie$512,067$44,418 ▼-8.0%2,4440.1%MedicalJNJJohnson & Johnson$503,491$8,292 ▼-1.6%3,0360.1%MedicalSDYSPDR S&P Dividend ETF$485,5990.0%3,5790.1%ETFMMM3M$476,414$62,416 ▼-11.6%3,2440.1%Multi-Sector ConglomeratesWECWEC Energy Group$464,652$3,160 ▲0.7%4,2640.1%UtilitiesINTUIntuit$459,272$80,434 ▲21.2%7480.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$457,3080.0%4,6230.1%FinanceBBEUJPMorgan BetaBuilders Europe ETF$448,2060.0%7,2490.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$445,9130.0%1,0620.1%FinanceALLAllstate$425,943$5,177 ▼-1.2%2,0570.1%FinanceIBKRInteractive Brokers Group$421,9240.0%2,5480.1%FinancePNTGThe Pennant Group$421,2630.0%16,7500.1%MedicalHAMILTON INSURANCE GROUP LTD$419,5550.0%20,2390.1%CL BTXNTexas Instruments$419,061$4,493 ▼-1.1%2,3320.1%Computer and TechnologySUSuncor Energy$417,9440.0%10,7940.1%EnergyITOTiShares Core S&P Total U.S. Stock Market ETF$405,018$405,018 ▲New Holding3,3200.1%ETFFIFiserv$404,340$86,786 ▲27.3%1,8310.1%Business ServicesJEFJefferies Financial Group$404,2400.0%7,5460.1%FinanceAMGNAmgen$397,850$1,869 ▼-0.5%1,2770.1%MedicalIWViShares Russell 3000 ETF$391,3330.0%1,2320.1%ETFSYKStryker$389,036$1,861 ▲0.5%1,0450.1%MedicalEWJiShares MSCI Japan ETF$364,945$1,783 ▼-0.5%5,3230.1%ETFXLGInvesco S&P 500 Top 50 ETF$364,6630.0%7,9240.1%ETFPEPPepsiCo$361,206$7,797 ▼-2.1%2,4090.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
