Crewe Advisors LLC Portfolio Holdings
Crewe Advisors LLC
- $709 Million
- Q4 2024
Crewe Advisors LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $709 Million distributed in 646 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 $106M, Spdr S&P 500 ETF Trust with a value of $56.8M, Ishares Core S&P Mid Cap ETF with a value of $50.7M, Berkshire Hathaway Inc with a value of $36.1M, and Ishares Tr with a value of $33.8M.
Examining the 13F form we can see an decrease of $151M in the current position value, from $859M to 709M.
Below you can find more details about Crewe Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$709 Million
ETFs: $553 Million
Financial Services: $59.6 Million
Technology: $36.5 Million
Consumer Cyclical: $22.9 Million
Energy: $8.68 Million
Industrials: $8.66 Million
Healthcare: $7.75 Million
Consumer Defensive: $6.16 Million
Other: $5.77 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 646
- Current Value $709 Million
- Prior Value $859 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 110 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 229 stocks