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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$92B
$2.9 Million 0.42% of portfolio
6,217
Q1 2025 Reduced 3.24%
$146B
$1.85 Million 0.27% of portfolio
15,150
Q1 2025 Reduced 8.17%
$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
$30.4B
$699,000 0.1% of portfolio
11,700
Q4 2024 Reduced 2.7%
$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%
$86.2B
$476,000 0.07% of portfolio
3,244
Q1 2025 Reduced 11.58%
$12.5B
$404,000 0.06% of portfolio
7,546
Q4 2022 Reduced 5.9%
$53.5B
$417,000 0.06% of portfolio
10,794
Q1 2024 New
$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%
$61.7B
$332,000 0.05% of portfolio
1,949
Q1 2025 Reduced 8.84%
$143B
$332,000 0.05% of portfolio
13,103
Q1 2025 Reduced 0.86%
$71B
$297,000 0.04% of portfolio
78
Q4 2024 Reduced 10.34%
$160B
$260,000 0.04% of portfolio
1,229
Q1 2025 Added 0.33%
$24.9B
$254,000 0.04% of portfolio
7,054
Q1 2025 Added 0.21%
$35.9B
$275,000 0.04% of portfolio
2,289
Q1 2025 Reduced 13.36%
$92.7B
$284,000 0.04% of portfolio
1,231
Q1 2025 Added 0.9%
$42.9B
$267,000 0.04% of portfolio
1,702
Q4 2024 Reduced 0.18%
$145B
$248,000 0.04% of portfolio
3,510
Q1 2025 Added 0.23%
$145B
$197,000 0.03% of portfolio
834
Q4 2024 Reduced 12.67%
$61.5B
$187,000 0.03% of portfolio
769
Q4 2024 Reduced 2.78%
$10.2B
$242,000 0.03% of portfolio
2,548
Q1 2025 Added 0.55%
$14.9B
$175,000 0.03% of portfolio
1,002
Q1 2025 Added 0.2%
$79.5B
$229,000 0.03% of portfolio
1,831
Q1 2025 Added 27.33%
$121B
$185,000 0.03% of portfolio
415
Q1 2025 Reduced 0.95%
$57.5B
$224,000 0.03% of portfolio
7,200
Q3 2022 New
$123B
$193,000 0.03% of portfolio
399
Q1 2025 Reduced 0.25%
$27.8B
$185,000 0.03% of portfolio
1,696
Q1 2025 Added 0.47%
$54.5B
$114,000 0.02% of portfolio
6,148
Q1 2025 Added 695.34%
$52.8B
$108,000 0.02% of portfolio
110
Q1 2025 Reduced 15.38%
$84.9B
$163,000 0.02% of portfolio
1,695
Q4 2024 Reduced 13.43%
$187B
$107,000 0.02% of portfolio
217
Q1 2025 Reduced 1.81%
$172B
$167,000 0.02% of portfolio
330
Q1 2025 Reduced 51.33%
$50.3B
$171,000 0.02% of portfolio
2,540
Q4 2024 Reduced 0.27%
$10.6B
$123,000 0.02% of portfolio
7,000
Q1 2024 New
$91.6B
$110,000 0.02% of portfolio
1,633
Q1 2025 Added 1.94%
$60.2B
$160,000 0.02% of portfolio
677
Q1 2025 Reduced 3.29%
$78.2B
$117,000 0.02% of portfolio
230
Q1 2025 Reduced 8.0%

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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