Crewe Advisors LLC Portfolio Holdings

Crewe Advisors LLC

  • $677 Million
  • Q2 2025

Crewe Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $677 Million distributed in 747 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $59.4M, Ishares Core S&P Mid Cap ETF with a value of $54.4M, Ishares Tr with a value of $42.6M, Vanguard Bd Index Fd Inc Total with a value of $39.6M, and Berkshire Hathaway Inc with a value of $37.9M.

Examining the 13F form we can see an decrease of $17.2M in the current position value, from $695M to 677M.

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

Portfolio value $677 Million
ETFs: $518 Million
Financial Services: $56.6 Million
Technology: $38.5 Million
Consumer Cyclical: $25.4 Million
Energy: $10.2 Million
Consumer Defensive: $5.92 Million
Healthcare: $5.08 Million
Communication Services: $5.07 Million
Other: $12.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$59.4 Million 8.77% of portfolio
96,140
Q2 2025 Added 0.84%
$0
$54.4 Million 8.04% of portfolio
877,935
Q2 2025 Added 3.25%
$0
$42.6 Million 6.29% of portfolio
510,399
Q2 2025 Reduced 0.42%
$0
$39.6 Million 5.84% of portfolio
537,186
Q2 2025 New
$423B
$37.9 Million 5.59% of portfolio
52
Q2 2025 Reduced 3.7%
$0
$35.4 Million 5.23% of portfolio
322,980
Q2 2025 Added 0.33%
$0
$31.8 Million 4.7% of portfolio
727,837
Q2 2025 Reduced 0.01%
$0
$28.7 Million 4.23% of portfolio
575,987
Q2 2025 Added 1.11%
$0
$28.6 Million 4.22% of portfolio
50,435
Q2 2025 Reduced 1.02%
$0
$21.8 Million 3.22% of portfolio
208,789
Q2 2025 Reduced 12.21%
$3.69T
$21.8 Million 3.22% of portfolio
106,363
Q2 2025 New
$0
$20.3 Million 2.99% of portfolio
85,513
Q2 2025 Reduced 0.32%
$0
$15.8 Million 2.33% of portfolio
73,134
Q2 2025 Reduced 8.03%
$0
$14.9 Million 2.21% of portfolio
136,696
Q2 2025 Added 19.49%
$1.08T
$14.1 Million 2.08% of portfolio
44,283
Q2 2025 Added 0.12%
$0
$13.5 Million 2.0% of portfolio
20,378
Q2 2025 Reduced 0.12%
$0
$9.72 Million 1.44% of portfolio
148,434
Q2 2025 Reduced 0.56%
$0
$8.07 Million 1.19% of portfolio
14,207
Q2 2025 Reduced 6.91%
$0
$7.25 Million 1.07% of portfolio
87,389
Q2 2025 New
$0
$7.07 Million 1.04% of portfolio
79,079
Q2 2025 Added 6.6%
$621B
$6.56 Million 0.97% of portfolio
13,498
Q2 2025 Added 18.98%
$2.26T
$5.91 Million 0.87% of portfolio
26,925
Q2 2025 New
$282B
$5.43 Million 0.8% of portfolio
38,244
Q2 2025 Reduced 0.03%
$0
$5.02 Million 0.74% of portfolio
56,355
Q2 2025 Reduced 1.72%
$456B
$4.91 Million 0.73% of portfolio
31,092
Q2 2025 Reduced 84.41%
$0
$4.92 Million 0.73% of portfolio
99,390
Q2 2025 Added 7.74%
$18.8B
$4.38 Million 0.65% of portfolio
75,122
Q2 2025 Added 0.0%
$1.78T
$4.22 Million 0.62% of portfolio
5,718
Q2 2025 New
$0
$4.19 Million 0.62% of portfolio
82,588
Q2 2025 Reduced 41.23%
$0
$3.97 Million 0.59% of portfolio
13,056
Q2 2025 Reduced 15.91%
$0
$3.6 Million 0.53% of portfolio
67,100
Q2 2025 Reduced 2.52%
$94.5B
$3.02 Million 0.45% of portfolio
6,022
Q2 2025 Reduced 3.14%
$0
$2.78 Million 0.41% of portfolio
6,559
Q2 2025 Reduced 4.29%
$442B
$2.54 Million 0.38% of portfolio
23,591
Q2 2025 Reduced 1.88%
$0
$2.53 Million 0.37% of portfolio
95,571
Q2 2025 Added 7.46%
$0
$2.41 Million 0.36% of portfolio
33,160
Q2 2025 Reduced 1.6%
$0
$2.03 Million 0.3% of portfolio
35,789
Q2 2025 Added 6.08%
$0
$2.04 Million 0.3% of portfolio
66,495
Q2 2025 Reduced 60.39%
$0
$2.02 Million 0.3% of portfolio
7,214
Q2 2025 Added 41.09%
$155B
$1.88 Million 0.28% of portfolio
15,226
Q2 2025 Added 0.5%
$3.17B
$1.88 Million 0.28% of portfolio
199,746
Q3 2022 New
$452M
$1.85 Million 0.27% of portfolio
172,002
Q3 2024 New
$227B
$1.74 Million 0.26% of portfolio
5,464
Q2 2025 Added 0.13%
$0
$1.75 Million 0.26% of portfolio
6,898
Q2 2025 Reduced 1.32%
$0
$1.7 Million 0.25% of portfolio
26,558
Q2 2025 Added 3.23%
$439B
$1.7 Million 0.25% of portfolio
1,714
Q2 2025 Reduced 4.94%
$0
$1.71 Million 0.25% of portfolio
30,036
Q2 2025 Added 2.66%
$0
$1.67 Million 0.25% of portfolio
34,634
Q2 2025 Reduced 0.56%
$106B
$1.56 Million 0.23% of portfolio
5,102
Q2 2024 Added 4.19%

Summary

  • Portfolio
  • No. of Stocks 747
  • Current Value $677 Million
  • Prior Value $695 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 126 stocks
  • Additional Purchases 195 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 133 stocks
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