Crews Bank & Trust Portfolio Holdings

Crews Bank & Trust

  • $683 Billion
  • Q3 2025

Crews Bank & Trust has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $683 Billion distributed in 636 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $85.8B, Ishares 0 5 Year Investment Gr with a value of $34.8B, Vanguard Dividend Appreciation with a value of $34.4B, Vanguard Whitehall Fds (Vangua with a value of $33.8B, and Vanguard Growth ETF with a value of $30.1B.

Examining the 13F form we can see an increase of $48B in the current position value, from $635B to 683B.

Crews Bank & Trust is based out at Port Charlotte, FL

Below you can find more details about Crews Bank & Trust portfolio as well as his latest detailed transactions.

Portfolio value $683 Billion
ETFs: $500 Billion
Technology: $51.4 Billion
Financial Services: $29.9 Billion
Healthcare: $17.2 Billion
Industrials: $16.3 Billion
Consumer Cyclical: $14.4 Billion
Communication Services: $13.9 Billion
Consumer Defensive: $10.5 Billion
Other: $14.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$900 Million 0.13% of portfolio
18,662
Q3 2025 Added 35.11%
$220B
$876 Million 0.13% of portfolio
6,540
Q3 2025 Reduced 0.53%
$148B
$846 Million 0.12% of portfolio
3,367
Q3 2025 Reduced 0.74%
$430B
$845 Million 0.12% of portfolio
16,378
Q3 2025 Reduced 1.12%
$203B
$835 Million 0.12% of portfolio
7,294
Q3 2025 Reduced 2.15%
$0
$833 Million 0.12% of portfolio
17,352
Q3 2025 Added 42.11%
$165B
$807 Million 0.12% of portfolio
18,355
Q3 2025 Added 2.7%
$0
$835 Million 0.12% of portfolio
12,802
Q3 2025 Added 1.27%
$120B
$783 Million 0.11% of portfolio
8,225
Q3 2025 Reduced 0.82%
$40.8B
$778 Million 0.11% of portfolio
9,321
Q4 2024 New
$68.8B
$738 Million 0.11% of portfolio
6,609
Q3 2025 Reduced 5.03%
$174B
$782 Million 0.11% of portfolio
27,674
Q3 2025 Added 26.26%
$309B
$744 Million 0.11% of portfolio
2,156
Q3 2025 Reduced 5.06%
$0
$652 Million 0.1% of portfolio
12,926
Q3 2025 Added 4.88%
$46B
$690 Million 0.1% of portfolio
935
Q4 2024 New
$212B
$664 Million 0.1% of portfolio
7,911
Q3 2025 Reduced 3.85%
$0
$690 Million 0.1% of portfolio
15,127
Q3 2025 Added 61.84%
$112B
$705 Million 0.1% of portfolio
7,455
Q3 2025 Reduced 0.63%
F/M 2 Yr Investment Grade Corporate Bond ETF
-
$628 Million 0.09% of portfolio
-
Q3 2025 Added 8.83%
F/M 3 Yr Investment Grade Corporate Bond ETF
-
$633 Million 0.09% of portfolio
-
Q3 2025 Added 8.83%
$278B
$613 Million 0.09% of portfolio
3,856
Q2 2025 Added 0.89%
$95.3B
$637 Million 0.09% of portfolio
5,146
Q3 2025 Added 2.25%
$0
$594 Million 0.09% of portfolio
11,862
Q3 2025 Added 17.71%
$88.9B
$594 Million 0.09% of portfolio
1,715
Q4 2024 New
$0
$601 Million 0.09% of portfolio
26,010
Q2 2025 Reduced 4.93%
$58.1B
$639 Million 0.09% of portfolio
22,571
Q2 2025 Reduced 3.01%
$103B
$583 Million 0.09% of portfolio
7,731
Q3 2025 Reduced 1.34%
$143B
$582 Million 0.09% of portfolio
1,765
Q3 2025 Added 2.92%
$11.6B
$633 Million 0.09% of portfolio
8,275
Q4 2024 New
$0
$562 Million 0.08% of portfolio
840
Q3 2025 Reduced 4.55%
$635B
$532 Million 0.08% of portfolio
1,059
Q3 2025 Reduced 2.58%
$404B
$566 Million 0.08% of portfolio
3,500
Q4 2024 New
$270B
$532 Million 0.08% of portfolio
668
Q3 2025 Added 1.21%
$527B
$567 Million 0.08% of portfolio
997
Q3 2025 Reduced 2.45%
$0
$539 Million 0.08% of portfolio
27,345
Q3 2025 Reduced 1.32%
$289B
$565 Million 0.08% of portfolio
1,184
Q3 2025 Added 0.68%
$0
$549 Million 0.08% of portfolio
4,640
Q4 2024 New
$229B
$536 Million 0.08% of portfolio
3,304
Q4 2024 New
Vanguard Short Term Exempt Bond ETF
-
$566 Million 0.08% of portfolio
-
Q4 2024 New
$0
$523 Million 0.08% of portfolio
26,715
Q3 2025 Reduced 1.35%
$0
$573 Million 0.08% of portfolio
767
Q1 2025 Added 41.51%
$1.52T
$552 Million 0.08% of portfolio
1,977
Q3 2025 Added 2.86%
$0
$478 Million 0.07% of portfolio
9,325
Q2 2025 Reduced 1.11%
$0
$465 Million 0.07% of portfolio
1,979
Q3 2025 Reduced 1.15%
$136B
$475 Million 0.07% of portfolio
18,661
Q3 2025 Reduced 0.53%
$77.1B
$478 Million 0.07% of portfolio
6,857
Q3 2025 Reduced 3.04%
$221B
$474 Million 0.07% of portfolio
977
Q2 2025 Reduced 1.11%
$60.4B
$507 Million 0.07% of portfolio
1,200
Q4 2024 New
$258B
$493 Million 0.07% of portfolio
2,949
Q3 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 636
  • Current Value $683 Billion
  • Prior Value $635 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 43 stocks
  • Additional Purchases 101 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 121 stocks
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