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 ETFs Only

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%
$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%
$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%
$0
$11.1 Million 1.59% of portfolio
20,403
Q1 2025 Reduced 15.0%
$0
$8.89 Million 1.28% of portfolio
18,968
Q1 2025 Reduced 0.45%
$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
$6.06 Million 0.87% of portfolio
74,186
Q1 2025 Added 3.16%
$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%
$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%
$0
$3.69 Million 0.53% of portfolio
68,837
Q1 2025 Added 3.52%
$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%
$0
$1.59 Million 0.23% of portfolio
25,727
Q1 2025 Added 1.12%
$0
$1.52 Million 0.22% of portfolio
34,829
Q1 2025 Added 0.16%
$105B
$1.47 Million 0.21% of portfolio
5,102
Q2 2024 Added 4.19%
$0
$1.44 Million 0.21% of portfolio
6,990
Q1 2025 Reduced 1.52%
$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%
$0
$1.15 Million 0.16% of portfolio
12,644
Q1 2025 Added 8.67%
$0
$1.07 Million 0.15% of portfolio
48,621
Q1 2025 Added 4.07%
$0
$837,000 0.12% of portfolio
10,059
Q1 2025 Added 1.15%
$0
$724,000 0.1% of portfolio
4,207
Q2 2020 Added 18,191.3%
$0
$584,000 0.08% of portfolio
5,535
Q1 2025 Reduced 23.55%
$0
$539,000 0.08% of portfolio
3,697
Q1 2025 Reduced 39.84%
$0
$541,000 0.08% of portfolio
20,131
Q1 2025 Added 0.11%
$0
$557,000 0.08% of portfolio
25,878
Q1 2025 Added 2.88%
$0
$549,000 0.08% of portfolio
4,265
Q3 2024 New
$0
$457,000 0.07% of portfolio
4,623
Q3 2024 Reduced 11.4%
$0
$485,000 0.07% of portfolio
3,579
Q4 2024 Reduced 0.97%
$0
$405,000 0.06% of portfolio
3,320
Q1 2025 New
$0
$448,000 0.06% of portfolio
7,249
Q4 2024 Reduced 1.62%
$0
$391,000 0.06% of portfolio
1,232
Q3 2024 Reduced 38.61%
$0
$445,000 0.06% of portfolio
1,062
Q3 2024 Added 0.09%
$0
$316,000 0.05% of portfolio
3,411
Q1 2025 Reduced 14.96%
$0
$359,000 0.05% of portfolio
7,217
Q1 2025 Reduced 49.94%

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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