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Crews Bank & Trust Top Holdings and 13F Report (2025)

About Crews Bank & Trust

Investment Activity

  • Crews Bank & Trust has $586.27 million in total holdings as of March 31, 2025.
  • Crews Bank & Trust owns shares of 609 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
  • Approximately 2.16% of the portfolio was purchased this quarter.
  • About 1.07% of the portfolio was sold this quarter.
  • This quarter, Crews Bank & Trust has purchased 609 new stocks and bought additional shares in 80 stocks.
  • Crews Bank & Trust sold shares of 127 stocks and completely divested from 15 stocks this quarter.

Largest New Holdings this Quarter

910710102 - Atlas Crest Investment
$2,187,598 Holding
46438G687 - iBonds December 2030 Term Muni Bond ETF
$217,424 Holding
092501105 - BlackRock Enhanced Global Dividend Trust
$48,510 Holding
464287408 - iShares S&P 500 Value ETF
$43,071 Holding
646025106 - New Jersey Resources
$36,697 Holding

Largest Purchases this Quarter

Atlas Crest Investment
189,075 shares (about $2.19M)
SPDR Portfolio S&P 500 ETF
14,563 shares (about $957.66K)
Vanguard Dividend Appreciation ETF
3,305 shares (about $641.14K)
iShares Core Dividend Growth ETF
10,020 shares (about $619.04K)
SPDR Portfolio S&P 600 Small Cap ETF
14,220 shares (about $579.61K)

Largest Sales this Quarter

Vanguard Real Estate ETF
7,786 shares (about $704.94K)
Johnson & Johnson
4,169 shares (about $691.39K)
SPDR Nuveen Barclays Municipal Bond ETF
4,683 shares (about $211.06K)
iShares Preferred and Income Securities ETF
6,535 shares (about $200.82K)
Apple
803 shares (about $178.37K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCrews Bank & Trust

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$64,679,760$957,663 1.5%983,57311.0%ETF
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$32,027,002$304,948 1.0%636,9735.5%Manufacturing
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$29,017,290$363,538 1.3%225,0104.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$26,366,927$641,137 2.5%135,9194.5%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$25,178,919$579,607 2.4%617,7364.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$19,920,821$233,987 1.2%53,7213.4%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$19,450,754$134,808 0.7%380,0463.3%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$18,201,692$358,926 2.0%547,5843.1%ETF
Apple Inc. stock logo
AAPL
Apple
$17,191,751$178,370 -1.0%77,3952.9%Computer and Technology
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$16,647,481$283,135 1.7%203,6142.8%ETF
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$14,461,340$404,777 2.9%154,5182.5%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$13,149,543$52,662 0.4%75,9082.2%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$11,646,475$103,232 -0.9%31,0252.0%Computer and Technology
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$9,509,801$95,486 1.0%293,6031.6%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$9,184,044$106,383 1.2%117,3231.6%ETF
Visa Inc. stock logo
V
Visa
$7,445,172$76,400 -1.0%21,2441.3%Business Services
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$6,595,695$619,036 10.4%106,7611.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,336,665$206,274 3.4%30,6891.1%ETF
Vanguard Ultra-Short Bond ETF stock logo
VUSB
Vanguard Ultra-Short Bond ETF
$5,872,422$81,363 1.4%117,7901.0%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,634,735$46,429 -0.8%10,0731.0%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,339,042$557,925 11.7%19,4260.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$5,020,726$40,327 -0.8%10,7070.9%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,942,245$50,381 -1.0%5,9840.8%Medical
iShares iBonds Dec 2026 Term Corporate ETF stock logo
IBDR
iShares iBonds Dec 2026 Term Corporate ETF
$4,934,482$512,647 11.6%203,8200.8%ETF
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$4,705,188$130,403 -2.7%187,0850.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,288,460$44,711 -1.0%22,5400.7%Retail/Wholesale
iShares iBonds Dec 2027 Term Corporate ETF stock logo
IBDS
iShares iBonds Dec 2027 Term Corporate ETF
$4,203,572$207,343 5.2%173,8450.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,062,547$13,918 -0.3%26,2710.7%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,972,388$58,136 -1.4%16,1940.7%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,627,327$65,433 -1.8%18,1830.6%Finance
iShares iBonds Dec 2028 Term Corporate ETF stock logo
IBDT
iShares iBonds Dec 2028 Term Corporate ETF
$3,557,997$550,668 18.3%140,8550.6%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,323,580$117,366 -3.4%6,2300.6%ETF
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$3,055,320$41,228 -1.3%17,7120.5%Finance
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,983,422$200,821 -6.3%97,0850.5%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$2,951,586$38,042 1.3%27,1560.5%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$2,893,072$74,764 -2.5%7,8940.5%Retail/Wholesale
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,861,245$704,944 -19.8%31,6020.5%ETF
McDonald's Co. stock logo
MCD
McDonald's
$2,615,162$64,036 -2.4%8,3720.4%Retail/Wholesale
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$2,432,571$83,880 3.6%48,8370.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,335,284$94,907 -3.9%15,9940.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,323,140$55,462 -2.3%14,8700.4%Computer and Technology
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,286,382$120,514 5.6%18,8770.4%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$2,246,328$51,937 -2.3%15,1380.4%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$2,245,010$18,433 -0.8%14,6150.4%Computer and Technology
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$2,227,775$96,152 -4.1%117,0050.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,219,603$691,387 -23.8%13,3840.4%Medical
Atlas Crest Investment Corp. stock logo
ACIC
Atlas Crest Investment
$2,187,598$2,187,598 New Holding189,0750.4%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$2,077,810$41,904 -2.0%9,9170.4%Medical
Chevron Co. stock logo
CVX
Chevron
$2,042,444$140,356 -6.4%12,2090.3%Energy
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$2,009,600$137,137 7.3%27,2710.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,984,418$25,232 -1.3%25,1670.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,969,269$5,924 -0.3%9,9730.3%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,880,926$29,142 -1.5%11,0370.3%Consumer Staples
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$1,743,100$34,078 -1.9%13,2990.3%ETF
CME Group Inc. stock logo
CME
CME Group
$1,737,119$25,468 -1.4%6,5480.3%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$1,719,622$14,611 -0.8%8,1210.3%Multi-Sector Conglomerates
American Tower Co. stock logo
AMT
American Tower
$1,714,035$39,603 -2.3%7,8770.3%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,709,970$11,349 -0.7%1,8080.3%Retail/Wholesale
Deere & Company stock logo
DE
Deere & Company
$1,700,4550.0%3,6230.3%Industrials
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,694,407$74,105 4.6%9,8090.3%ETF
iShares iBonds Dec 2029 Term Corporate ETF stock logo
IBDU
iShares iBonds Dec 2029 Term Corporate ETF
$1,645,815$352,270 27.2%71,1550.3%ETF
Truist Financial Co. stock logo
TFC
Truist Financial
$1,597,196$6,502 0.4%38,8140.3%Finance
Carrier Global Co. stock logo
CARR
Carrier Global
$1,571,749$44,380 -2.7%24,7910.3%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,567,307$3,544 -0.2%22,1090.3%Utilities
Adobe Inc. stock logo
ADBE
Adobe
$1,555,981$51,393 -3.2%4,0570.3%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,521,769$23,820 -1.5%24,6600.3%Computer and Technology
Blackrock Inc.
$1,506,796$26,501 1.8%1,5920.3%Com
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$1,479,822$53,164 -3.5%48,0150.3%ETF
Oracle Co. stock logo
ORCL
Oracle
$1,478,910$31,457 -2.1%10,5780.3%Computer and Technology
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,447,232$97,650 -6.3%14,3760.2%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,438,339$103,112 -6.7%12,0940.2%Energy
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$1,394,166$64,915 -4.4%16,2150.2%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,385,326$25,020 1.8%15,7800.2%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,376,425$20,466 -1.5%14,7290.2%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,347,811$46,631 -3.3%8,9890.2%Consumer Staples
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,319,461$46,908 -3.4%15,9490.2%Manufacturing
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,237,621$2,619 0.2%2,3630.2%Medical
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,218,705$100,298 -7.6%11,0330.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,215,807$21,026 1.8%11,2180.2%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,214,110$48,913 -3.9%3,8970.2%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$1,204,773$40,884 -3.3%7,8090.2%Business Services
Union Pacific Co. stock logo
UNP
Union Pacific
$1,141,748$16,537 -1.4%4,8330.2%Transportation
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,114,541$31,270 -2.7%2,4950.2%Aerospace
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,110,385$22,704 -2.0%13,5960.2%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$1,031,829$26,857 -2.5%14,4070.2%Consumer Staples
Corning Incorporated stock logo
GLW
Corning
$1,020,390$15,245 -1.5%22,2890.2%Computer and Technology
Dover Co. stock logo
DOV
Dover
$996,4570.0%5,6720.2%Industrials
3M stock logo
MMM
3M
$973,388$85,473 -8.1%6,6280.2%Multi-Sector Conglomerates
SPDR SSgA Ultra Short Term Bond ETF stock logo
ULST
SPDR SSgA Ultra Short Term Bond ETF
$944,300$60,569 -6.0%23,2300.2%ETF
Emerson Electric Co. stock logo
EMR
Emerson Electric
$925,691$6,469 0.7%8,4430.2%Industrials
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$908,577$11,519 -1.3%13,0150.2%Manufacturing
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$897,306$43,393 -4.6%17,5770.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$888,747$9,798 -1.1%1,5420.2%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$847,501$929 0.1%6,3890.1%Medical
Discover Financial Services stock logo
DFS
Discover Financial Services
$844,624$4,268 -0.5%4,9480.1%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$822,432$52,720 -6.0%7,8000.1%ETF
Medtronic plc stock logo
MDT
Medtronic
$816,827$32,619 -3.8%9,0900.1%Medical
ConocoPhillips stock logo
COP
ConocoPhillips
$802,248$6,826 -0.8%7,6390.1%Energy
Aflac Incorporated stock logo
AFL
Aflac
$801,0130.0%7,2040.1%Finance
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$796,180$40,085 5.3%31,4820.1%ETF

Showing largest 100 holdings. View all holdings.
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