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 Under $50 Millions
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