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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$432B
$43.1 Million 6.21% of portfolio
54
Q1 2025 Added 1.89%
$406B
$21.6 Million 3.11% of portfolio
199,496
Q1 2025 Added 1.03%
$934B
$11.5 Million 1.65% of portfolio
44,230
Q1 2025 Added 0.62%
$631B
$6.04 Million 0.87% of portfolio
11,345
Q1 2025 Reduced 55.67%
$46.8B
$4.59 Million 0.66% of portfolio
23,500
Q3 2024 New
$20.1B
$4.01 Million 0.58% of portfolio
75,120
Q4 2024 Reduced 0.16%
$223B
$3.93 Million 0.57% of portfolio
38,256
Q1 2025 Reduced 1.02%
$92B
$2.9 Million 0.42% of portfolio
6,217
Q1 2025 Reduced 3.24%
$474B
$2.86 Million 0.41% of portfolio
24,042
Q1 2025 Reduced 9.05%
$8.14B
$2.64 Million 0.38% of portfolio
20,426
Q4 2024 Reduced 98.16%
$146B
$1.85 Million 0.27% of portfolio
15,150
Q1 2025 Reduced 8.17%
$441M
$1.78 Million 0.26% of portfolio
172,002
Q3 2024 New
$435B
$1.71 Million 0.25% of portfolio
1,803
Q1 2025 Reduced 1.58%
$2.94B
$1.51 Million 0.22% of portfolio
199,746
Q3 2022 New
$373B
$1.44 Million 0.21% of portfolio
8,429
Q1 2025 Added 0.36%
$237B
$1.47 Million 0.21% of portfolio
5,457
Q1 2025 Reduced 1.2%
$5.94B
$1.15 Million 0.17% of portfolio
9,881
Q1 2025 New
$256B
$1.14 Million 0.16% of portfolio
15,545
Q1 2025 Added 0.94%
$212B
$899,000 0.13% of portfolio
10,021
Q1 2025 Reduced 2.29%
$216B
$809,000 0.12% of portfolio
2,591
Q1 2025 Added 26.02%
$10.4B
$808,000 0.12% of portfolio
9,433
Q1 2025 New
$113B
$795,000 0.11% of portfolio
5,692
Q1 2025 Added 54.13%
$10.6B
$770,000 0.11% of portfolio
4,761
Q2 2020 New
$215B
$747,000 0.11% of portfolio
5,642
Q1 2025 Reduced 2.92%
$30.4B
$699,000 0.1% of portfolio
11,700
Q4 2024 Reduced 2.7%
$263B
$690,000 0.1% of portfolio
7,865
Q1 2025 Added 0.09%
$225B
$714,000 0.1% of portfolio
155
Q1 2025 Added 8.39%
$57.6B
$667,000 0.1% of portfolio
1,378
Q1 2025 Added 0.15%
$90.2B
$627,000 0.09% of portfolio
5,144
Q1 2025 Added 0.67%
$96.2B
$579,000 0.08% of portfolio
25,516
Q1 2025 Reduced 20.23%
$32.9B
$464,000 0.07% of portfolio
4,264
Q1 2025 Added 0.68%
$177B
$453,000 0.07% of portfolio
2,332
Q1 2025 Reduced 1.06%
$337B
$512,000 0.07% of portfolio
2,444
Q1 2025 Reduced 7.98%
$409B
$503,000 0.07% of portfolio
3,036
Q1 2025 Reduced 1.62%
$86.2B
$476,000 0.07% of portfolio
3,244
Q1 2025 Reduced 11.58%
$217B
$459,000 0.07% of portfolio
748
Q1 2025 Added 21.23%
$12.5B
$404,000 0.06% of portfolio
7,546
Q4 2022 Reduced 5.9%
$5.25B
$421,000 0.06% of portfolio
2,548
Q1 2024 Reduced 3.34%
$764M
$421,000 0.06% of portfolio
16,750
Q4 2024 Reduced 97.75%
$53.5B
$417,000 0.06% of portfolio
10,794
Q1 2024 New
$52.5B
$425,000 0.06% of portfolio
2,057
Q1 2025 Reduced 1.2%
$148B
$389,000 0.06% of portfolio
1,045
Q1 2025 Added 0.48%
$159B
$397,000 0.06% of portfolio
1,277
Q1 2025 Reduced 0.47%
$95.8B
$348,000 0.05% of portfolio
10,308
Q1 2025 Added 1.41%
$185B
$361,000 0.05% of portfolio
2,409
Q1 2025 Reduced 2.11%
$105B
$333,000 0.05% of portfolio
496
Q1 2025 Added 2.27%
$220B
$322,000 0.05% of portfolio
3,269
Q1 2025 Reduced 7.08%
$3.03B
$327,000 0.05% of portfolio
5,658
Q1 2025 Added 1.16%
$61.7B
$332,000 0.05% of portfolio
1,949
Q1 2025 Reduced 8.84%

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
Track This Portfolio

Track Crewe Advisors LLC Portfolio

Follow Crewe Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email