Crewe Advisors LLC Portfolio Holdings by Sector
Crewe Advisors LLC
- $695 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV SPY IJH IEFA ESGV DBEF PULS MDY 205 stocks |
$540,577
77.83% of portfolio
|
69
|
41
|
24
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A BRK-B ACGL 3 stocks |
$49,165
7.08% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD INTC TXN NXPI MU SWKS QRVO 12 stocks |
$26,812
3.86% of portfolio
|
4
|
5
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F LCID EVTV 5 stocks |
$11,546
1.66% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT CHK COP OXY DVN HES APA EOG 9 stocks |
$4,948
0.71% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WCN WM CWST 3 stocks |
$4,875
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL SU BP TTE 5 stocks |
$4,859
0.7% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$4,281
0.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
IDA DUK WEC PPL NEE PNW CMS ETR 16 stocks |
$3,552
0.51% of portfolio
|
9
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
RWAY AXP ORCC PYPL BBDC DFS SOFI COF 8 stocks |
$3,454
0.5% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI CME ICE 4 stocks |
$3,107
0.45% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
ENSG PNTG CMPS HCA 4 stocks |
$3,080
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
MRK ABBV JNJ AMGN PFE NVS GILD SNY 9 stocks |
$2,795
0.4% of portfolio
|
1
|
6
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT DG DLTR TGT 5 stocks |
$2,431
0.35% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG SPB CL HIMS CLX EL 6 stocks |
$1,892
0.27% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX AEO 2 stocks |
$1,845
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AMP GSBD MRCC APO EVV OWL ARES 19 stocks |
$1,715
0.25% of portfolio
|
9
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM EWI 2 stocks |
$1,525
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SAND NEM CDE 3 stocks |
$1,512
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM FISV CTSH CACI CDW G KD LDOS 8 stocks |
$1,510
0.22% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM ADSK DOMO PTC UBER HUBS RIOT 20 stocks |
$1,197
0.17% of portfolio
|
7
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM QSR YUMC WEN CMG SG 7 stocks |
$1,175
0.17% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW MDB TOST FTNT FOUR PLTR GDDY SQ 15 stocks |
$1,173
0.17% of portfolio
|
6
|
3
|
3
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT NOC GD HWM HEI LHX TXT 8 stocks |
$1,138
0.16% of portfolio
|
2
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
IBKR JEF GS SCHW IREN MC EVR 7 stocks |
$1,100
0.16% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN ABG 2 stocks |
$772
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG CCL NCLH RCL 4 stocks |
$738
0.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$736
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS KHC K DAR LFVN MKC 6 stocks |
$723
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VKTX VRTX ADPT BNTX MNKD MRNA BMRN GERN 12 stocks |
$667
0.1% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL MKL TRV CB KNSL PGR 6 stocks |
$657
0.09% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
NWE BKH BIP 3 stocks |
$577
0.08% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CCEP CELH KDP 5 stocks |
$560
0.08% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
ZION FFIN PNC USB TFC CFG RF CFR 12 stocks |
$510
0.07% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE ET MPLX ENB DTM LNG INSW 7 stocks |
$468
0.07% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK MDT BSX ZBH EW PHG 6 stocks |
$448
0.06% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CNI 3 stocks |
$395
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T KT CMCSA LBRDK 4 stocks |
$376
0.05% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI MIDD ITW IR GGG ITT PH BLDP 12 stocks |
$371
0.05% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC AFL PRU 3 stocks |
$340
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$335
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD PARA 3 stocks |
$326
0.05% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
PPG DD ECL APD ASH EMN IFF RPM 8 stocks |
$326
0.05% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO ORLY BBY CHPT 4 stocks |
$299
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE CLF 2 stocks |
$275
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX JBHT UPS EXPD 4 stocks |
$270
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD AGNC LADR 3 stocks |
$186
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR SFM 2 stocks |
$185
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
WD 1 stocks |
$170
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
FBHS CSL TREX GMS JCI BLDR LPX MAS 9 stocks |
$145
0.02% of portfolio
|
5
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$130
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
ADSE VRT ATKR AYI 4 stocks |
$121
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR ICLR MYGN DGX 4 stocks |
$119
0.02% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL UAL JBLU RYAAY AAL 5 stocks |
$117
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG BAX ALC BDX HOLX 5 stocks |
$110
0.02% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW WSO WCC 3 stocks |
$110
0.02% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$103
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
OHI CTRE LTC 3 stocks |
$93
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM WYNN 2 stocks |
$92
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
AZZ GPN 2 stocks |
$91
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO BTI 2 stocks |
$85
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$82
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$78
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$72
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
WTW MMC AJG 3 stocks |
$68
0.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
BMO NU BCS 3 stocks |
$65
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$64
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD PSA STAG 3 stocks |
$62
0.01% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW GPRE CE 3 stocks |
$57
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC SNA 2 stocks |
$52
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
BIDU PINS SNAP DASH IAC 5 stocks |
$52
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$51
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM EQIX EPR CCI GLPI WY 6 stocks |
$50
0.01% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
TPC FIX 2 stocks |
$47
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$41
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
SYM DWAC 2 stocks |
$38
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VLO PSX 2 stocks |
$38
0.01% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$38
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LGIH DHI IBP LEN PHM 5 stocks |
$31
0.0% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
PDD W BABA 3 stocks |
$30
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB BKR 2 stocks |
$27
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP CCK PKG SLGN 4 stocks |
$26
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO VTRS NBIX 3 stocks |
$26
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
IPGP ONTO 2 stocks |
$23
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR CNHI 3 stocks |
$23
0.0% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX IONQ DELL HPQ 4 stocks |
$19
0.0% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LPTH WBX 2 stocks |
$16
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV GRMN KEYS MKSI 4 stocks |
$15
0.0% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$14
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NI 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV ALHC CLOV 3 stocks |
$10
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$8
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
DEI 1 stocks |
$5
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV CPSI 2 stocks |
$5
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MP TECK 2 stocks |
$4
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O REG 2 stocks |
$4
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Hotel & Motel | Real Estate
APLE HST 2 stocks |
$3
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CBRE NMRK 2 stocks |
$2
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$2
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF MTG EIG 3 stocks |
$2
0.0% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
MAA EQR 2 stocks |
$1
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$1
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$1
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
SFL 1 stocks |
$0
0.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Trucking | Industrials
SNDR 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
KOSS 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
REIT—Diversified | Real Estate
EPRT WPC 2 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
BWA LEA 2 stocks |
$0
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC THO 2 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
JWN 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
H 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|