Crews Bank & Trust Portfolio Holdings

Crews Bank & Trust

  • $635 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$42.8B
$785 Million 0.12% of portfolio
9,321
Q4 2024 New
$0
$779 Million 0.12% of portfolio
30,738
Q1 2025 Added 5.44%
$180B
$773 Million 0.12% of portfolio
17,873
Q2 2025 Added 22.5%
$0
$794 Million 0.12% of portfolio
30,981
Q1 2025 Reduced 5.86%
$383B
$784 Million 0.12% of portfolio
16,563
Q2 2025 Reduced 0.09%
$0
$784 Million 0.12% of portfolio
12,642
Q2 2025 Reduced 3.77%
$141B
$753 Million 0.12% of portfolio
3,392
Q1 2025 Added 1.83%
$122B
$723 Million 0.11% of portfolio
8,293
Q2 2025 Reduced 8.77%
$267B
$708 Million 0.11% of portfolio
2,271
Q2 2025 Reduced 3.89%
$118B
$673 Million 0.11% of portfolio
7,502
Q2 2025 Reduced 1.79%
$195B
$634 Million 0.1% of portfolio
21,918
Q1 2025 Added 4.53%
$0
$612 Million 0.1% of portfolio
12,325
Q2 2025 Reduced 20.1%
$0
$636 Million 0.1% of portfolio
5,821
Q2 2025 Reduced 2.51%
$60.6B
$664 Million 0.1% of portfolio
22,571
Q2 2025 Reduced 3.01%
$207B
$651 Million 0.1% of portfolio
8,228
Q2 2025 Added 0.41%
$0
$661 Million 0.1% of portfolio
13,812
Q2 2025 Reduced 3.59%
$88.1B
$589 Million 0.09% of portfolio
1,715
Q4 2024 New
$533B
$574 Million 0.09% of portfolio
1,022
Q2 2025 Reduced 2.57%
$0
$546 Million 0.09% of portfolio
880
Q2 2025 Reduced 2.55%
$9.98B
$542 Million 0.09% of portfolio
8,275
Q4 2024 New
Vanguard Short Term Exempt Bond ETF
-
$560 Million 0.09% of portfolio
-
Q4 2024 New
$80.2B
$541 Million 0.09% of portfolio
7,836
Q2 2025 Reduced 3.39%
$0
$545 Million 0.09% of portfolio
27,710
Q2 2025 Added 5.93%
$0
$579 Million 0.09% of portfolio
12,210
Q1 2025 Added 5.39%
$237B
$543 Million 0.09% of portfolio
3,856
Q2 2025 Added 0.89%
$256B
$602 Million 0.09% of portfolio
3,304
Q4 2024 New
$0
$582 Million 0.09% of portfolio
26,010
Q2 2025 Reduced 4.93%
F/M 2 Yr Investment Grade Corporate Bond ETF
-
$576 Million 0.09% of portfolio
-
Q2 2025 Added 26.89%
$93B
$594 Million 0.09% of portfolio
5,033
Q2 2025 Added 2.86%
F/M 3 Yr Investment Grade Corporate Bond ETF
-
$579 Million 0.09% of portfolio
-
Q2 2025 Added 26.89%
$0
$494 Million 0.08% of portfolio
10,077
Q4 2024 New
$0
$477 Million 0.08% of portfolio
9,325
Q2 2025 Reduced 1.11%
$0
$509 Million 0.08% of portfolio
767
Q1 2025 Added 41.51%
$622B
$528 Million 0.08% of portfolio
1,087
Q2 2025 Reduced 1.63%
$31.6B
$515 Million 0.08% of portfolio
935
Q4 2024 New
$250B
$497 Million 0.08% of portfolio
3,500
Q4 2024 New
$0
$504 Million 0.08% of portfolio
4,640
Q4 2024 New
$0
$529 Million 0.08% of portfolio
27,080
Q2 2025 Reduced 1.76%
$95B
$502 Million 0.08% of portfolio
7,072
Q2 2025 Reduced 8.7%
$216B
$524 Million 0.08% of portfolio
665
Q4 2024 New
$0
$418 Million 0.07% of portfolio
9,347
Q2 2025 Reduced 25.8%
$0
$454 Million 0.07% of portfolio
40,780
Q2 2025 Added 2.51%
$93.2B
$420 Million 0.07% of portfolio
1,835
Q2 2025 Added 4.68%
$239B
$467 Million 0.07% of portfolio
660
Q2 2025 Added 0.15%
$0
$416 Million 0.07% of portfolio
5,475
Q2 2025 Reduced 14.09%
Vanguard Intermediate Term Tax Free Bond ETF
-
$429 Million 0.07% of portfolio
-
Q2 2025 Added 17.89%
$1.22T
$435 Million 0.07% of portfolio
1,922
Q2 2025 Added 1.59%
I Bonds December 2029 Term Muni Bond ETF
-
$447 Million 0.07% of portfolio
-
Q4 2024 New
$0
$420 Million 0.07% of portfolio
17,990
Q2 2025 Reduced 18.47%

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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