Crewe Advisors LLC Portfolio Holdings

Crewe Advisors LLC

  • $709 Million
  • Q4 2024

Crewe Advisors LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $709 Million distributed in 646 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 $106M, Spdr S&P 500 ETF Trust with a value of $56.8M, Ishares Core S&P Mid Cap ETF with a value of $50.7M, Berkshire Hathaway Inc with a value of $36.1M, and Ishares Tr with a value of $33.8M.

Examining the 13F form we can see an decrease of $151M in the current position value, from $859M to 709M.

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

Portfolio value $709 Million
ETFs: $553 Million
Financial Services: $59.6 Million
Technology: $36.5 Million
Consumer Cyclical: $22.9 Million
Energy: $8.68 Million
Industrials: $8.66 Million
Healthcare: $7.75 Million
Consumer Defensive: $6.16 Million
Other: $5.77 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$106 Million 14.97% of portfolio
180,239
Q4 2024 Added 9.8%
$0
$56.8 Million 8.01% of portfolio
96,893
Q4 2024 Reduced 0.89%
$0
$50.7 Million 7.16% of portfolio
814,395
Q4 2024 Added 7.83%
$0
$33.8 Million 4.77% of portfolio
480,786
Q4 2024 Added 148.97%
$0
$32.7 Million 4.61% of portfolio
311,510
Q4 2024 Added 0.14%
$0
$29.8 Million 4.21% of portfolio
720,466
Q4 2024 Added 1.02%
$0
$29 Million 4.1% of portfolio
50,964
Q4 2024 Reduced 0.83%
$0
$25.6 Million 3.61% of portfolio
106,356
Q1 2024 Reduced 0.24%
$0
$19.3 Million 2.72% of portfolio
389,686
Q4 2024 Added 459.68%
$0
$17.7 Million 2.49% of portfolio
79,970
Q4 2024 Reduced 1.2%
$0
$15.6 Million 2.2% of portfolio
146,477
Q4 2024 Added 4.24%
$0
$14.9 Million 2.11% of portfolio
24,004
Q4 2024 Reduced 0.21%
$0
$13.7 Million 1.94% of portfolio
25,517
Q4 2024 Added 0.49%
$0
$11.9 Million 1.68% of portfolio
103,190
Q4 2024 Added 24.83%
$0
$9.74 Million 1.37% of portfolio
19,054
Q4 2024 Added 0.45%
$0
$7.99 Million 1.13% of portfolio
140,859
Q3 2024 Reduced 66.34%
$0
$5.47 Million 0.77% of portfolio
173,853
Q4 2024 Reduced 1.6%
$0
$5.44 Million 0.77% of portfolio
71,911
Q4 2024 Reduced 0.85%
$0
$4.87 Million 0.69% of portfolio
54,625
Q4 2024 Added 0.05%
$0
$4.5 Million 0.64% of portfolio
15,531
Q4 2024 Added 1.41%
$0
$4.06 Million 0.57% of portfolio
92,251
Q4 2024 Reduced 3.65%
$0
$3.57 Million 0.5% of portfolio
66,498
Q4 2024 Reduced 2.91%
$0
$2.85 Million 0.4% of portfolio
7,095
Q4 2024 Reduced 4.06%
$0
$2.42 Million 0.34% of portfolio
88,441
Q4 2024 Added 191.47%
$0
$2.07 Million 0.29% of portfolio
34,028
Q4 2024 Reduced 18.35%
$0
$1.82 Million 0.26% of portfolio
31,565
Q4 2024 Added 8.03%
$0
$1.65 Million 0.23% of portfolio
7,098
Q4 2024 Reduced 2.3%
$0
$1.56 Million 0.22% of portfolio
25,442
Q4 2024 Reduced 44.07%
$0
$1.45 Million 0.21% of portfolio
34,774
Q4 2024 Added 0.51%
$0
$1.4 Million 0.2% of portfolio
29,257
Q4 2024 Added 0.79%
$0
$1.31 Million 0.19% of portfolio
4,974
Q3 2024 Added 0.65%
$92.8B
$1.24 Million 0.17% of portfolio
5,102
Q2 2024 Added 4.19%
$0
$1.08 Million 0.15% of portfolio
46,719
Q4 2024 Added 200.21%
$0
$1.04 Million 0.15% of portfolio
11,635
Q4 2024 Reduced 2.37%
$0
$904,000 0.13% of portfolio
9,945
Q4 2024 Reduced 0.41%
$0
$845,000 0.12% of portfolio
6,145
Q4 2024 Reduced 3.64%
$0
$753,000 0.11% of portfolio
6,521
Q4 2024 Added 0.68%
$0
$763,000 0.11% of portfolio
7,240
Q4 2024 Added 149.66%
$0
$799,000 0.11% of portfolio
4,207
Q2 2020 Added 18,191.3%
$0
$696,000 0.1% of portfolio
14,417
Q4 2024 Reduced 1.84%
$0
$570,000 0.08% of portfolio
25,153
Q4 2024 Added 200.8%
$0
$532,000 0.08% of portfolio
4,265
Q3 2024 New
$0
$569,000 0.08% of portfolio
20,108
Q4 2024 Added 100.24%
$0
$470,000 0.07% of portfolio
2,099
Q3 2024 Added 167.39%
$0
$472,000 0.07% of portfolio
3,579
Q4 2024 Reduced 0.97%
$0
$517,000 0.07% of portfolio
11,431
Q3 2024 Added 24.93%
$0
$447,000 0.06% of portfolio
4,623
Q3 2024 Reduced 11.4%
$0
$407,000 0.06% of portfolio
4,011
Q4 2024 Added 2.04%
$0
$411,000 0.06% of portfolio
1,232
Q3 2024 Reduced 38.61%

Summary

  • Portfolio
  • No. of Stocks 646
  • Current Value $709 Million
  • Prior Value $859 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 110 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 229 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