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 $50 Millions to $300 Millions
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