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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18.8B
$4.38 Million 0.65% of portfolio
75,122
Q2 2025 Added 0.0%
$94.5B
$3.02 Million 0.45% of portfolio
6,022
Q2 2025 Reduced 3.14%
$155B
$1.88 Million 0.28% of portfolio
15,226
Q2 2025 Added 0.5%
$10.2B
$945,000 0.14% of portfolio
4,761
Q2 2020 New
$123B
$850,000 0.13% of portfolio
5,685
Q2 2025 Reduced 0.12%
$10.4B
$808,000 0.12% of portfolio
9,433
Q1 2025 New
$55.2B
$734,000 0.11% of portfolio
1,376
Q2 2025 Reduced 0.15%
$95.8B
$613,000 0.09% of portfolio
5,200
Q2 2025 Added 1.09%
$29.2B
$607,000 0.09% of portfolio
11,731
Q2 2025 Added 0.26%
$89.6B
$571,000 0.08% of portfolio
25,503
Q2 2025 Reduced 0.05%
$34.5B
$448,000 0.07% of portfolio
4,304
Q2 2025 Added 0.94%
$87.3B
$493,000 0.07% of portfolio
3,244
Q1 2025 Reduced 11.58%
$177B
$454,000 0.07% of portfolio
2,338
Q2 2025 Added 0.26%
$52.5B
$434,000 0.06% of portfolio
2,125
Q2 2025 Added 9.03%
$53B
$404,000 0.06% of portfolio
10,794
Q1 2024 New
$55.9B
$425,000 0.06% of portfolio
2,116
Q2 2025 Added 2.87%
$14B
$412,000 0.06% of portfolio
7,546
Q4 2022 Reduced 5.9%
$152B
$361,000 0.05% of portfolio
1,294
Q2 2025 Added 1.33%
$138B
$322,000 0.05% of portfolio
13,319
Q2 2025 Added 1.65%
$94.7B
$363,000 0.05% of portfolio
496
Q1 2025 Added 2.27%
$95.6B
$290,000 0.04% of portfolio
1,270
Q2 2025 Added 3.17%
$40.4B
$252,000 0.04% of portfolio
1,705
Q2 2025 Added 0.18%
$104B
$278,000 0.04% of portfolio
9,292
Q2 2025 Reduced 9.86%
$141B
$252,000 0.04% of portfolio
3,635
Q2 2025 Added 3.56%
$27.2B
$241,000 0.04% of portfolio
7,113
Q2 2025 Added 0.84%
$75.9B
$289,000 0.04% of portfolio
78
Q4 2024 Reduced 10.34%
$36.3B
$296,000 0.04% of portfolio
2,289
Q1 2025 Reduced 13.36%
$146B
$285,000 0.04% of portfolio
1,225
Q2 2025 Reduced 0.33%
$14.2B
$221,000 0.03% of portfolio
5,011
Q4 2024 Added 0.22%
$61.9B
$179,000 0.03% of portfolio
1,701
Q2 2025 Added 0.35%
$79.5B
$229,000 0.03% of portfolio
1,833
Q2 2025 Added 0.11%
$25.6B
$192,000 0.03% of portfolio
1,688
Q2 2025 Reduced 0.47%
$56.9B
$230,000 0.03% of portfolio
7,200
Q3 2022 New
$14.3B
$210,000 0.03% of portfolio
1,002
Q1 2025 Added 0.2%
$60B
$178,000 0.03% of portfolio
785
Q2 2025 Added 2.08%
$10.5B
$229,000 0.03% of portfolio
2,564
Q2 2025 Added 0.63%
$113B
$202,000 0.03% of portfolio
437
Q2 2025 Added 5.3%
$99.5B
$174,000 0.03% of portfolio
392
Q2 2025 Reduced 1.75%
$52.6B
$182,000 0.03% of portfolio
2,540
Q4 2024 Reduced 0.27%
$64.4B
$172,000 0.03% of portfolio
675
Q2 2025 Reduced 0.3%
$135B
$193,000 0.03% of portfolio
839
Q2 2025 Added 0.6%
$182B
$175,000 0.03% of portfolio
333
Q2 2025 Added 0.91%
$56.3B
$171,000 0.03% of portfolio
525
Q2 2025 Reduced 2.78%
$169B
$119,000 0.02% of portfolio
219
Q2 2025 Added 0.92%
$48.5B
$114,000 0.02% of portfolio
110
Q1 2025 Reduced 15.38%
$50.2B
$109,000 0.02% of portfolio
2,127
Q2 2025 Added 1.87%
$89.4B
$113,000 0.02% of portfolio
228
Q2 2025 Reduced 0.87%
$33.1B
$143,000 0.02% of portfolio
1,756
Q2 2025 Added 39.25%
$84.1B
$107,000 0.02% of portfolio
1,601
Q2 2025 Reduced 1.96%

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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