Crewe Advisors LLC Top Holdings and 13F Report (2024) About Crewe Advisors LLCInvestment ActivityCrewe Advisors LLC has $892.43 million in total holdings as of June 30, 2024.Crewe Advisors LLC owns shares of 936 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 4.42% of the portfolio was purchased this quarter.About 1.47% of the portfolio was sold this quarter.This quarter, Crewe Advisors LLC has purchased 927 new stocks and bought additional shares in 284 stocks.Crewe Advisors LLC sold shares of 210 stocks and completely divested from 123 stocks this quarter.Largest Holdings The Ensign Group $136,117,258iShares Core S&P 500 ETF $84,538,137SPDR S&P 500 ETF Trust $51,780,440iShares Core S&P Mid-Cap ETF $41,546,789Berkshire Hathaway $34,285,496 Largest New Holdings this Quarter J P MORGAN EXCHANGE TRADED F $1,680,502 HoldingHAMILTON INSURANCE GROUP LTD $758,192 HoldingGE VERNOVA INC $137,037 HoldingVanguard Ultra-Short Bond ETF $100,724 HoldingCelsius $62,799 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 10,051 shares (about $5.50M)NVIDIA 30,902 shares (about $3.82M)Vanguard Real Estate ETF 40,609 shares (about $3.40M)Vanguard Total Bond Market ETF 41,574 shares (about $3.00M)iShares Core S&P Mid-Cap ETF 40,213 shares (about $2.35M) Largest Sales this Quarter Vanguard ESG International Stock ETF 28,754 shares (about $1.65M)Moody's 2,257 shares (about $950.04K)iShares Preferred and Income Securities ETF 21,824 shares (about $688.55K)iShares Russell 2000 ETF 3,359 shares (about $681.50K)Arista Networks 1,789 shares (about $627.01K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrewe Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorENSGThe Ensign Group$136,117,2580.0%1,100,47115.3%MedicalIVViShares Core S&P 500 ETF$84,538,137$5,500,199 ▲7.0%154,4849.5%ETFSPYSPDR S&P 500 ETF Trust$51,780,440$401,635 ▲0.8%95,1465.8%FinanceIJHiShares Core S&P Mid-Cap ETF$41,546,789$2,353,264 ▲6.0%709,9594.7%ETFBRK.ABerkshire Hathaway$34,285,4960.0%563.8%FinanceBNDVanguard Total Bond Market ETF$30,496,218$2,995,404 ▲10.9%423,2653.4%ETFESGVVanguard ESG US Stock ETF$30,034,327$448,124 ▼-1.5%310,8503.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$28,979,940$1,160,237 ▲4.2%699,3233.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$25,960,225$36,920 ▲0.1%48,5172.9%ETFVSGXVanguard ESG International Stock ETF$23,967,324$1,646,742 ▼-6.4%418,4972.7%ETFVBVanguard Small-Cap ETF$23,189,8630.0%106,3562.6%ETFMSFTMicrosoft$22,211,629$396,892 ▼-1.8%49,6962.5%Computer and TechnologyCVXChevron$18,814,512$52,557 ▼-0.3%120,2822.1%Oils/EnergyPNTGThe Pennant Group$16,952,6090.0%731,0311.9%MedicalIWMiShares Russell 2000 ETF$16,401,552$681,504 ▼-4.0%80,8401.8%FinanceAAPLApple$16,258,400$148,698 ▼-0.9%77,1931.8%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$13,527,312$37,119 ▲0.3%186,2241.5%ETFVGTVanguard Information Technology ETF$13,055,728$577 ▲0.0%22,6431.5%ETFVOOVanguard S&P 500 ETF$12,720,112$71,017 ▲0.6%25,4341.4%ETFMUBiShares National Muni Bond ETF$12,531,346$1,288,403 ▲11.5%117,6101.4%ETFTSLATesla$10,580,050$342,728 ▼-3.1%53,4671.2%Auto/Tires/TrucksJPSTJPMorgan Ultra-Short Income ETF$10,079,618$213,539 ▼-2.1%199,7151.1%ETFQQQInvesco QQQ$9,134,780$114,508 ▲1.3%19,0661.0%FinanceGOOGAlphabet$7,972,168$272,562 ▲3.5%43,4640.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,150,144$1,561,604 ▲27.9%67,0370.8%ETFAMDAdvanced Micro Devices$6,727,822$7,299 ▼-0.1%41,4760.8%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$6,049,783$688,548 ▼-10.2%191,7520.7%ETFAMZNAmazon.com$5,805,617$46,767 ▲0.8%30,0420.7%Retail/WholesaleEFAiShares MSCI EAFE ETF$5,509,282$442,253 ▲8.7%70,3340.6%FinanceGOOGLAlphabet$5,259,065$334,976 ▼-6.0%28,8720.6%Computer and TechnologyVVisa$5,056,223$109,188 ▲2.2%19,2640.6%Business ServicesBRK.BBerkshire Hathaway$4,678,200$141,160 ▼-2.9%11,5000.5%FinanceVNQVanguard Real Estate ETF$4,561,139$3,401,401 ▲293.3%54,4550.5%ETFNVDANVIDIA$4,291,829$3,817,677 ▲805.2%34,7400.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$4,232,831$277,308 ▲7.0%96,7280.5%ETFXOMExxon Mobil$3,530,035$149,195 ▲4.4%30,6640.4%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$3,470,832$240,082 ▲7.4%64,8390.4%ETFMETAMeta Platforms$3,203,814$59,498 ▼-1.8%6,3540.4%Computer and TechnologyNFLXNetflix$3,084,877$221,361 ▼-6.7%4,5710.3%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,924,623$43,871 ▲1.5%10,9330.3%ETFMCOMoody's$2,864,850$950,039 ▼-24.9%6,8060.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$2,785,180$721,293 ▲34.9%34,8450.3%ETFIWFiShares Russell 1000 Growth ETF$2,695,552$54,677 ▼-2.0%7,3950.3%ETFDGROiShares Core Dividend Growth ETF$2,612,187$17,456 ▲0.7%45,3430.3%ETFCOSTCostco Wholesale$2,294,973$27,200 ▼-1.2%2,7000.3%Retail/WholesaleSCHDSchwab US Dividend Equity ETF$2,290,329$37,791 ▲1.7%29,4540.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,117,643$126,917 ▲6.4%34,3550.2%ETFTJXTJX Companies$1,911,777$39,196 ▲2.1%17,3640.2%Retail/WholesaleHDHome Depot$1,706,054$4,475 ▼-0.3%4,9560.2%Retail/WholesalePGProcter & Gamble$1,687,273$109,505 ▲6.9%10,2310.2%Consumer StaplesJ P MORGAN EXCHANGE TRADED F$1,680,502$1,680,502 ▲New Holding28,6970.2%HEDGED EQUITY LAJEPIJPMorgan Equity Premium Income ETF$1,676,822$377,036 ▲29.0%29,5840.2%ETFXLKTechnology Select Sector SPDR Fund$1,626,142$5,882 ▲0.4%7,1880.2%ETFJPMJPMorgan Chase & Co.$1,620,712$200,035 ▼-11.0%8,0130.2%FinanceADBEAdobe$1,601,622$154,440 ▲10.7%2,8830.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,435,997$26,440 ▲1.9%29,0570.2%ETFINTCIntel$1,422,964$182,814 ▼-11.4%45,9470.2%Computer and TechnologyAVGOBroadcom$1,385,573$67,432 ▲5.1%8630.2%Computer and TechnologyMRKMerck & Co., Inc.$1,375,418$36,026 ▲2.7%11,1100.2%MedicalVIGVanguard Dividend Appreciation ETF$1,373,324$116,284 ▲9.3%7,5230.2%ETFEEMiShares MSCI Emerging Markets ETF$1,371,143$165,249 ▲13.7%32,1940.2%FinanceANETArista Networks$1,328,670$627,009 ▼-32.1%3,7910.1%Computer and TechnologyLLYEli Lilly and Company$1,314,612$71,525 ▼-5.2%1,4520.1%MedicalMAMastercard$1,284,918$84,250 ▲7.0%2,9130.1%Business ServicesAXPAmerican Express$1,283,815$11,810 ▼-0.9%5,5440.1%Financial ServicesVOVanguard Mid-Cap ETF$1,196,570$160,285 ▲15.5%4,9420.1%ETFSHELShell$1,111,645$8,517 ▲0.8%15,4010.1%Oils/EnergyGLDSPDR Gold Shares$1,096,982$44,077 ▲4.2%5,1020.1%FinanceSANDSandstorm Gold$1,086,6190.0%199,7460.1%Basic MaterialsSCHXSchwab US Large-Cap ETF$998,408$1,992 ▲0.2%15,5390.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$990,888$628,385 ▲173.3%11,1990.1%ETFORCLOracle$924,437$17,368 ▼-1.8%6,5470.1%Computer and TechnologySHWSherwin-Williams$912,599$23,576 ▲2.7%3,0580.1%Basic MaterialsTMOThermo Fisher Scientific$883,141$9,954 ▼-1.1%1,5970.1%MedicalIJKiShares S&P Mid-Cap 400 Growth ETF$877,929$802,331 ▲1,061.3%9,9640.1%ETFIBMInternational Business Machines$808,715$4,497 ▼-0.6%4,6760.1%Computer and TechnologyUNHUnitedHealth Group$778,659$266,343 ▼-25.5%1,5290.1%MedicalGISGeneral Mills$760,7020.0%12,0250.1%Consumer StaplesANAutoNation$758,8090.0%4,7610.1%Retail/WholesaleAMATApplied Materials$758,472$22,655 ▲3.1%3,2140.1%Computer and TechnologyHAMILTON INSURANCE GROUP LTD$758,192$758,192 ▲New Holding45,5370.1%CL BBABoeing$724,036$17,473 ▲2.5%3,9780.1%IndustrialsVXFVanguard Extended Market ETF$710,1000.0%4,2070.1%ETFAPHAmphenol$704,556$399,235 ▲130.8%10,4580.1%Computer and TechnologySHOPShopify$667,964$43,857 ▲7.0%10,1130.1%Computer and TechnologyCGUSCapital Group Core Equity ETF$637,260$515,033 ▲421.4%19,7600.1%ETFBKNGBooking$621,956$31,692 ▲5.4%1570.1%Retail/WholesaleIWViShares Russell 3000 ETF$619,5010.0%2,0070.1%ETFRTXRTX$609,870$2,811 ▲0.5%6,0750.1%AerospaceAMPAmeriprise Financial$601,057$8,544 ▼-1.4%1,4070.1%FinanceMCDMcDonald's$595,562$212,537 ▲55.5%2,3370.1%Retail/WholesaleJNJJohnson & Johnson$594,726$23,824 ▲4.2%4,0690.1%MedicalWMTWalmart$583,189$61,481 ▲11.8%8,6130.1%Retail/WholesaleABBVAbbVie$581,968$34,133 ▲6.2%3,3930.1%MedicalIEIiShares 3-7 Year Treasury Bond ETF$577,931$111,776 ▲24.0%5,0050.1%ETFXLVHealth Care Select Sector SPDR Fund$572,546$37,460 ▲7.0%3,9280.1%ETFCATCaterpillar$570,268$18,987 ▲3.4%1,7120.1%Industrial ProductsDUKDuke Energy$542,372$3,809 ▲0.7%5,4110.1%UtilitiesSCHKSchwab 1000 Index ETF$524,2960.0%10,0190.1%ETFMCKMcKesson$523,300$7,008 ▼-1.3%8960.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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