Crewe Advisors LLC Portfolio Holdings
Crewe Advisors LLC
- $859 Million
- Q3 2024
Crewe Advisors LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $859 Million distributed in 713 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ensign Group, Inc with a value of $160M, Ishares Core S&P 500 ETF with a value of $94.7M, Spdr S&P 500 ETF Trust with a value of $56.1M, Ishares Core S&P Mid Cap ETF with a value of $47.1M, and Berkshire Hathaway Inc with a value of $38.7M.
Examining the 13F form we can see an decrease of $28.7M in the current position value, from $888M to 859M.
Below you can find more details about Crewe Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$859 Million
ETFs: $540 Million
Healthcare: $193 Million
Financial Services: $62.5 Million
Consumer Cyclical: $16.7 Million
Technology: $12.3 Million
Industrials: $9.95 Million
Energy: $8.97 Million
Consumer Defensive: $7.12 Million
Other: $6.82 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 713
- Current Value $859 Million
- Prior Value $888 Million
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 84 stocks
- Additional Purchases 187 stocks
- Sold out of 0 stocks
- Reduced holdings in 139 stocks