Crewe Advisors LLC Portfolio Holdings by Sector
Crewe Advisors LLC
- $677 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPY IJH IEFA BND ESGV DBEF PULS MDY 237 stocks |
$512,537
75.66% of portfolio
|
  122  
|
  29  
|
  48  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-A BRK-B ACGL 3 stocks |
$44,462
6.56% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL KOSS 2 stocks |
$21,822
3.22% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F LCID EVTV RIVN 6 stocks |
$14,148
2.09% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AMD NVDA INTC TXN NXPI MU STM MCHP 12 stocks |
$11,616
1.71% of portfolio
|
  3  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN CVNA W BABA EBAY 5 stocks |
$5,951
0.88% of portfolio
|
  3  
|
  1  
|
  3  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EQT CHK COP DMLP OXY APA CTRA EOG 10 stocks |
$5,313
0.78% of portfolio
|
  3  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM SHEL SU BP TTE 5 stocks |
$4,320
0.64% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META SNAP DASH IAC Z 5 stocks |
$4,230
0.62% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$3,982
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
RWAY AXP ORCC BBDC SOFI PYPL COF SLM 8 stocks |
$3,758
0.55% of portfolio
|
  3  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
IDA DUK WEC NEE PPL PNW CMS ETR 17 stocks |
$3,537
0.52% of portfolio
|
  12  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
MCO SPGI CME CBOE 4 stocks |
$3,249
0.48% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
MRK JNJ ABBV AMGN PFE NVS GILD SNY 9 stocks |
$2,558
0.38% of portfolio
|
  6  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT DG TGT 4 stocks |
$2,506
0.37% of portfolio
|
  1  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Gold | Basic Materials
SAND NEM CDE 3 stocks |
$1,882
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX AEO 2 stocks |
$1,880
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BX AMP GSBD APO EVV MRCC ARES OWL 21 stocks |
$1,865
0.28% of portfolio
|
  11  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM FISV CACI CTSH G KD 6 stocks |
$1,740
0.26% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG SPB CL CLX KMB EL CHD HIMS 8 stocks |
$1,717
0.25% of portfolio
|
  3  
|
  3  
|
  2  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,670
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
PANW TOST MDB FTNT FOUR PLTR GDDY SQ 16 stocks |
$1,452
0.21% of portfolio
|
  7  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
INTU CRM DOMO ADSK UBER PTC RIOT MSTR 20 stocks |
$1,416
0.21% of portfolio
|
  10  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
IBKR JEF GS IREN SCHW EVR 6 stocks |
$1,364
0.2% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
BXMT STWD AGNC ABR LADR 5 stocks |
$1,271
0.19% of portfolio
|
  3  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX LMT NOC GD ACHR HWM TXT 7 stocks |
$1,239
0.18% of portfolio
|
  3  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD YUM QSR YUMC CMG WEN SG 7 stocks |
$1,053
0.16% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$945
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
BKNG CCL NCLH RCL 4 stocks |
$911
0.13% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$778
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VKTX VRTX ADPT BNTX MNKD MRNA BMRN ATAI 12 stocks |
$700
0.1% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL MKL TRV CB PGR KNSL 6 stocks |
$668
0.1% of portfolio
|
  3  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS KHC SJM K DAR HRL MKC 7 stocks |
$645
0.1% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
NWE BKH BIP 3 stocks |
$544
0.08% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
ZION FFIN PNC USB TFC RF WAL HBAN 9 stocks |
$528
0.08% of portfolio
|
  4  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
ENSG CMPS HCA 3 stocks |
$523
0.08% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CCEP 3 stocks |
$477
0.07% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK MDT BSX ZBH DXCM 5 stocks |
$459
0.07% of portfolio
|
  1  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO ERIC 2 stocks |
$430
0.06% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T KT CMCSA LBRDK TMUS 5 stocks |
$420
0.06% of portfolio
|
  3  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS WBD PARA LYV 4 stocks |
$412
0.06% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP NSC CNI 3 stocks |
$406
0.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
OKE MPLX ENB DTM ET TRP LNG INSW 9 stocks |
$395
0.06% of portfolio
|
  6  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
CMI MIDD ITW IR ITT BLDP EMR GGG 10 stocks |
$367
0.05% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$363
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MFC AFL PRU 3 stocks |
$341
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
NUE CLF 2 stocks |
$298
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM CWST RSG WCN 4 stocks |
$295
0.04% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO CHPT ORLY 3 stocks |
$289
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
PPG DD APD ECL LYB ASH EMN RPM 8 stocks |
$288
0.04% of portfolio
|
  3  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX JBHT UPS 3 stocks |
$248
0.04% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH ELV ALHC CLOV 4 stocks |
$222
0.03% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR SFM 2 stocks |
$196
0.03% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
FBHS CSL JCI LPX MAS OC 6 stocks |
$143
0.02% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
WD 1 stocks |
$140
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG NEP 2 stocks |
$137
0.02% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$126
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG ALC HOLX RMD 4 stocks |
$119
0.02% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
ADSE VRT AYI 3 stocks |
$115
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
GWW WSO 2 stocks |
$115
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
MGM WYNN 2 stocks |
$106
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR ICLR OPK DGX TWST 5 stocks |
$104
0.02% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
AZZ 1 stocks |
$94
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$93
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
TPC FIX 2 stocks |
$92
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO BTI 2 stocks |
$84
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$81
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE ONON 2 stocks |
$81
0.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Uranium | Energy
CCJ 1 stocks |
$74
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Shell Companies | Financial Services
SYM DWAC 2 stocks |
$73
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Business Equipment & Supplies | Industrials
AVY 1 stocks |
$70
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PLD PSA STAG 3 stocks |
$67
0.01% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM EPR EQIX CCI GLPI SBAC 6 stocks |
$61
0.01% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BMO BCS CM 3 stocks |
$58
0.01% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
LOPE 1 stocks |
$56
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
WTW MMC AJG 3 stocks |
$56
0.01% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
TTC SNA SWK 3 stocks |
$53
0.01% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
CTRE LTC WELL 3 stocks |
$51
0.01% of portfolio
|
  2  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
NI NWN 2 stocks |
$39
0.01% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO PSX 2 stocks |
$38
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
TAP 1 stocks |
$30
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Airlines | Industrials
DAL AAL JBLU 3 stocks |
$28
0.0% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW CE 2 stocks |
$27
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
PRGO VTRS NBIX 3 stocks |
$26
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
LGIH DHI LEN PHM 4 stocks |
$25
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
IP AMCR PKG SLGN 4 stocks |
$24
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
LPTH 1 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
IPGP ONTO 2 stocks |
$24
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
SLB HAL BKR 3 stocks |
$22
0.0% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
DE PCAR 2 stocks |
$20
0.0% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Thermal Coal | Energy
ARLP 1 stocks |
$13
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
MAA INVH EQR 3 stocks |
$13
0.0% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Personal Services | Consumer Cyclical
SCI 1 stocks |
$11
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Computer Hardware | Technology
IONQ STX 2 stocks |
$11
0.0% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$10
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
FTV GRMN KEYS 3 stocks |
$10
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
TPR 1 stocks |
$10
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O REG 2 stocks |
$10
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Hotel & Motel | Real Estate
APLE HST 2 stocks |
$8
0.0% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV 1 stocks |
$7
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
DEI ARE 2 stocks |
$6
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$6
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO RBLX 2 stocks |
$5
0.0% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$1
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
EIG 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Trucking | Industrials
SNDR 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Marine Shipping | Industrials
SFL 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Broadcasting | Communication Services
FUBO 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP PAYX 2 stocks |
$0
0.0% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CBRE NMRK 2 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
EPRT VICI WPC 3 stocks |
$0
0.0% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CRH.L VMC 2 stocks |
$0
0.0% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
BWA 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
BC THO 2 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HLT H 2 stocks |
$0
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$0
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|