Crews Bank & Trust has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $635 Billion distributed in 618 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $75.6B, Ishares 0 5 Year Investment Gr with a value of $32.9B, Vanguard Whitehall Fds (Vangua with a value of $31.3B, Vanguard Dividend Appreciation with a value of $29.3B, and Spdr Portfolio S&P 600 Small C with a value of $28.3B.

Examining the 13F form we can see an increase of $49B in the current position value, from $586B to 635B.

Crews Bank & Trust is based out at Port Charlotte, FL

Below you can find more details about Crews Bank & Trust portfolio as well as his latest detailed transactions.

Portfolio value $635 Billion
ETFs: $463 Billion
Technology: $45.6 Billion
Financial Services: $29.7 Billion
Industrials: $16.8 Billion
Healthcare: $16.6 Billion
Consumer Cyclical: $13.8 Billion
Communication Services: $11.1 Billion
Consumer Defensive: $10.6 Billion
Other: $14 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 618
  • Current Value $635 Billion
  • Prior Value $586 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 33 stocks
  • Additional Purchases 107 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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