Crewe Advisors LLC Portfolio Holdings

Crewe Advisors LLC

  • $695 Million
  • Q1 2025

Crewe Advisors LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $695 Million distributed in 716 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $104M, Spdr S&P 500 ETF Trust with a value of $53.3M, Ishares Core S&P Mid Cap ETF with a value of $49.6M, Berkshire Hathaway Inc with a value of $43.1M, and Ishares Tr with a value of $38.8M.

Examining the 13F form we can see an decrease of $14M in the current position value, from $709M to 695M.

Below you can find more details about Crewe Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $695 Million
ETFs: $546 Million
Financial Services: $60.4 Million
Technology: $30.8 Million
Consumer Cyclical: $16.6 Million
Energy: $10.4 Million
Industrials: $8.56 Million
Healthcare: $7.6 Million
Consumer Defensive: $6.18 Million
Other: $7.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$104 Million 14.99% of portfolio
185,268
Q1 2025 Added 2.79%
$0
$53.3 Million 7.68% of portfolio
95,335
Q1 2025 Reduced 1.61%
$0
$49.6 Million 7.14% of portfolio
850,319
Q1 2025 Added 4.41%
$436B
$43.1 Million 6.21% of portfolio
54
Q1 2025 Added 1.89%
$0
$38.8 Million 5.58% of portfolio
512,575
Q1 2025 Added 6.61%
$0
$31.5 Million 4.54% of portfolio
727,917
Q1 2025 Added 1.03%
$0
$31.5 Million 4.54% of portfolio
321,907
Q1 2025 Added 3.34%
$0
$28.3 Million 4.08% of portfolio
569,669
Q1 2025 Added 46.19%
$0
$27.2 Million 3.91% of portfolio
50,953
Q1 2025 Reduced 0.02%
$0
$25.1 Million 3.61% of portfolio
237,821
Q1 2025 Added 62.36%
$432B
$21.6 Million 3.11% of portfolio
199,496
Q1 2025 Added 1.03%
$0
$19 Million 2.74% of portfolio
85,790
Q1 2025 Reduced 19.34%
$0
$15.9 Million 2.28% of portfolio
79,517
Q1 2025 Reduced 0.57%
$0
$12 Million 1.72% of portfolio
114,402
Q1 2025 Added 10.87%
$998B
$11.5 Million 1.65% of portfolio
44,230
Q1 2025 Added 0.62%
$0
$11.1 Million 1.59% of portfolio
20,403
Q1 2025 Reduced 15.0%
$0
$8.8 Million 1.27% of portfolio
149,269
Q1 2025 Added 5.97%
$0
$7.84 Million 1.13% of portfolio
15,261
Q1 2025 Reduced 40.19%
$0
$7.12 Million 1.02% of portfolio
140,535
Q1 2025 Reduced 2.7%
$0
$6.06 Million 0.87% of portfolio
74,186
Q1 2025 Added 3.16%
$630B
$6.04 Million 0.87% of portfolio
11,345
Q1 2025 Reduced 55.67%
$0
$5.19 Million 0.75% of portfolio
57,339
Q1 2025 Added 4.97%
$0
$5.16 Million 0.74% of portfolio
167,865
Q1 2025 Reduced 3.44%
$48.1B
$4.59 Million 0.66% of portfolio
23,500
Q3 2024 New
$0
$4.27 Million 0.61% of portfolio
15,527
Q1 2025 Reduced 0.03%
$0
$4.18 Million 0.6% of portfolio
92,251
Q4 2024 Reduced 3.65%
$19.2B
$4.01 Million 0.58% of portfolio
75,120
Q4 2024 Reduced 0.16%
$269B
$3.93 Million 0.57% of portfolio
38,256
Q1 2025 Reduced 1.02%
$0
$3.69 Million 0.53% of portfolio
68,837
Q1 2025 Added 3.52%
$94B
$2.9 Million 0.42% of portfolio
6,217
Q1 2025 Reduced 3.24%
$460B
$2.86 Million 0.41% of portfolio
24,042
Q1 2025 Reduced 9.05%
$8.33B
$2.64 Million 0.38% of portfolio
20,426
Q4 2024 Reduced 98.16%
$0
$2.49 Million 0.36% of portfolio
88,935
Q1 2025 Added 0.56%
$0
$2.47 Million 0.36% of portfolio
6,853
Q1 2025 Reduced 3.41%
$0
$2.14 Million 0.31% of portfolio
33,698
Q1 2025 Reduced 0.97%
$0
$1.93 Million 0.28% of portfolio
33,737
Q1 2025 Added 6.88%
$147B
$1.85 Million 0.27% of portfolio
15,150
Q1 2025 Reduced 8.17%
$450M
$1.78 Million 0.26% of portfolio
172,002
Q3 2024 New
$414B
$1.71 Million 0.25% of portfolio
1,803
Q1 2025 Reduced 1.58%
$0
$1.59 Million 0.23% of portfolio
25,727
Q1 2025 Added 1.12%
$2.85B
$1.51 Million 0.22% of portfolio
199,746
Q3 2022 New
$0
$1.52 Million 0.22% of portfolio
34,829
Q1 2025 Added 0.16%
$106B
$1.47 Million 0.21% of portfolio
5,102
Q2 2024 Added 4.19%
$375B
$1.44 Million 0.21% of portfolio
8,429
Q1 2025 Added 0.36%
$0
$1.44 Million 0.21% of portfolio
6,990
Q1 2025 Reduced 1.52%
$233B
$1.47 Million 0.21% of portfolio
5,457
Q1 2025 Reduced 1.2%
$0
$1.49 Million 0.21% of portfolio
29,257
Q4 2024 Added 0.79%
$0
$1.32 Million 0.19% of portfolio
5,113
Q1 2025 Added 2.79%
$233B
$1.27 Million 0.18% of portfolio
5,104
Q1 2025 Added 11.25%

Summary

  • Portfolio
  • No. of Stocks 716
  • Current Value $695 Million
  • Prior Value $709 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 119 stocks
  • Additional Purchases 141 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 110 stocks
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