Crewe Advisors LLC Top Holdings and 13F Report (2025) About Crewe Advisors LLCInvestment ActivityCrewe Advisors LLC has $706.85 million in total holdings as of June 30, 2025.Crewe Advisors LLC owns shares of 747 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 14.97% of the portfolio was purchased this quarter.About 22.16% of the portfolio was sold this quarter.This quarter, Crewe Advisors LLC has purchased 716 new stocks and bought additional shares in 195 stocks.Crewe Advisors LLC sold shares of 133 stocks and completely divested from 95 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $59,400,406iShares Core S&P Mid-Cap ETF $54,449,512iShares Core MSCI EAFE ETF $42,608,125Vanguard Total Bond Market ETF $39,552,971Berkshire Hathaway $37,897,600 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $39,552,971 Holding037833100 - Apple $21,822,592 Holding46654Q724 - J P MORGAN EXCHANGE TRADED F $8,306,786 Holding92206C870 - Vanguard Intermediate-Term Corporate Bond ETF $7,246,278 Holding023135106 - Amazon.com $5,907,010 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 537,186 shares (about $39.55M)Apple 106,363 shares (about $21.82M)J P MORGAN EXCHANGE TRADED F 132,739 shares (about $8.31M)Vanguard Intermediate-Term Corporate Bond ETF 87,389 shares (about $7.25M)Amazon.com 26,925 shares (about $5.91M) Largest Sales this Quarter NVIDIA 168,404 shares (about $26.61M)Waste Connections 23,497 shares (about $4.39M)iShares Preferred and Income Securities ETF 101,370 shares (about $3.11M)iShares National Muni Bond ETF 29,032 shares (about $3.03M)JPMorgan Ultra-Short Income ETF 57,947 shares (about $2.94M) 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 PortfolioSectorSPYSPDR S&P 500 ETF Trust$59,400,406$497,372 ▲0.8%96,1408.4%FinanceIJHiShares Core S&P Mid-Cap ETF$54,449,512$1,712,744 ▲3.2%877,9357.7%ETFIEFAiShares Core MSCI EAFE ETF$42,608,125$181,653 ▼-0.4%510,3996.0%ETFBNDVanguard Total Bond Market ETF$39,552,971$39,552,971 ▲New Holding537,1865.6%ETFBRK.ABerkshire Hathaway$37,897,600$1,457,600 ▼-3.7%525.4%FinanceESGVVanguard ESG U.S. Stock ETF$35,411,582$117,644 ▲0.3%322,9805.0%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$31,842,877$3,500 ▼0.0%727,8374.5%ETFPULSPGIM Ultra Short Bond ETF$28,661,132$314,384 ▲1.1%575,9874.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$28,570,644$293,439 ▼-1.0%50,4354.0%ETFAAPLApple$21,822,592$21,822,592 ▲New Holding106,3633.1%Computer and TechnologyMUBiShares National Muni Bond ETF$21,814,275$3,033,263 ▼-12.2%208,7893.1%ETFVBVanguard Small-Cap ETF$20,264,871$65,643 ▼-0.3%85,5132.9%ETFIWMiShares Russell 2000 ETF$15,781,684$1,377,396 ▼-8.0%73,1342.2%FinanceIJRiShares Core S&P Small-Cap ETF$14,939,496$2,436,510 ▲19.5%136,6962.1%ETFPACS GROUP INC$14,367,9190.0%1,112,0682.0%COM SHSTSLATesla$14,066,938$16,836 ▲0.1%44,2832.0%Auto/Tires/TrucksVGTVanguard Information Technology ETF$13,516,320$16,582 ▼-0.1%20,3781.9%ETFQQQInvesco QQQ$10,863,476$399,940 ▲3.8%19,6931.5%FinanceVSGXVanguard ESG International Stock ETF$9,722,429$54,693 ▼-0.6%148,4341.4%ETFJ P MORGAN EXCHANGE TRADED F$8,306,786$8,306,786 ▲New Holding132,7391.2%HEDGED EQUITY LAVOOVanguard S&P 500 ETF$8,069,816$598,690 ▼-6.9%14,2071.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,246,278$7,246,278 ▲New Holding87,3891.0%ETFEFAiShares MSCI EAFE ETF$7,068,916$437,388 ▲6.6%79,0791.0%FinanceBRK.BBerkshire Hathaway$6,556,690$1,045,826 ▲19.0%13,4980.9%FinanceAMZNAmazon.com$5,907,010$5,907,010 ▲New Holding26,9250.8%Retail/WholesaleAMDAdvanced Micro Devices$5,426,885$1,703 ▼0.0%38,2440.8%Computer and TechnologyVNQVanguard Real Estate ETF$5,018,974$87,635 ▼-1.7%56,3550.7%ETFVWOVanguard FTSE Emerging Markets ETF$4,915,834$353,095 ▲7.7%99,3900.7%ETFNVDANVIDIA$4,912,201$26,606,018 ▼-84.4%31,0920.7%Computer and TechnologyEQTEQT$4,381,116$117 ▲0.0%75,1220.6%EnergyMETAMeta Platforms$4,220,727$4,220,727 ▲New Holding5,7180.6%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$4,185,560$2,936,754 ▼-41.2%82,5880.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,028,019$104,272 ▼-2.5%67,1000.6%ETFVTIVanguard Total Stock Market ETF$3,967,969$750,984 ▼-15.9%13,0560.6%ETFMCOMoody's$3,020,575$97,810 ▼-3.1%6,0220.4%FinanceIWFiShares Russell 1000 Growth ETF$2,784,821$124,827 ▼-4.3%6,5590.4%ETFXOMExxon Mobil$2,543,125$48,618 ▼-1.9%23,5910.4%EnergySCHDSchwab US Dividend Equity ETF$2,532,626$175,854 ▲7.5%95,5710.4%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,410,099$39,102 ▼-1.6%33,1600.3%ETFPFFiShares Preferred and Income Securities ETF$2,040,080$3,110,052 ▼-60.4%66,4950.3%ETFJEPIJPMorgan Equity Premium Income ETF$2,034,585$116,655 ▲6.1%35,7890.3%ETFVOVanguard Mid-Cap ETF$2,018,694$587,923 ▲41.1%7,2140.3%ETFTJXTJX Companies$1,880,259$9,385 ▲0.5%15,2260.3%Retail/WholesaleSANDSandstorm Gold$1,877,6130.0%199,7460.3%Basic MaterialsRWAYRunway Growth Finance$1,845,5820.0%172,0020.3%FinanceXLKTechnology Select Sector SPDR Fund$1,746,904$23,299 ▼-1.3%6,8980.2%ETFAXPAmerican Express$1,742,980$2,233 ▲0.1%5,4640.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,712,353$44,411 ▲2.7%30,0360.2%ETFDGROiShares Core Dividend Growth ETF$1,698,129$53,134 ▲3.2%26,5580.2%ETFCOSTCostco Wholesale$1,696,452$88,089 ▼-4.9%1,7140.2%Retail/WholesaleEEMiShares MSCI Emerging Markets ETF$1,670,745$9,407 ▼-0.6%34,6340.2%FinanceISHARES TR$1,585,998$1,585,998 ▲New Holding61,7480.2%LARGE CAP MAX BUGLDSPDR Gold Shares$1,555,2430.0%5,1020.2%FinanceIBMInternational Business Machines$1,504,5580.0%5,1040.2%Computer and TechnologyPGProcter & Gamble$1,394,981$52,097 ▲3.9%8,7560.2%Consumer StaplesSCHXSchwab US Large-Cap ETF$1,194,620$6,330 ▲0.5%48,8800.2%ETFIDAIDACORP$1,140,7620.0%9,8810.2%UtilitiesCHKChesapeake Energy$1,103,0960.0%9,4330.2%EnergyBXMTBlackstone Mortgage Trust$1,080,176$1,080,176 ▲New Holding56,1130.2%FinanceSHELShell$1,043,618$50,906 ▼-4.7%14,8220.1%EnergyISHARES TR$975,4250.0%37,8070.1%LARGE CAP MAX BUANAutoNation$945,7730.0%4,7610.1%Retail/WholesaleIJKiShares S&P Mid-Cap 400 Growth ETF$901,430$13,738 ▼-1.5%9,9080.1%ETFBKNGBooking$898,2760.0%1550.1%Retail/WholesaleISHARES TR$895,5680.0%34,3920.1%LARGE CAP MAX BUBXBlackstone$850,415$1,047 ▼-0.1%5,6850.1%FinanceSCHBSchwab US Broad Market ETF$824,505$207,824 ▲33.7%34,5990.1%ETFRTXRTX$822,239$1,606 ▼-0.2%5,6310.1%AerospaceVXFVanguard Extended Market ETF$810,7310.0%4,2070.1%ETFWMTWalmart$780,288$11,245 ▲1.5%7,9800.1%Retail/WholesaleMRKMerck & Co., Inc.$774,977$18,286 ▼-2.3%9,7900.1%MedicalAMPAmeriprise Financial$734,413$1,067 ▼-0.1%1,3760.1%FinanceMCDMcDonald's$717,278$39,735 ▼-5.2%2,4550.1%Retail/WholesaleEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$708,050$462,988 ▼-39.5%7,6450.1%ETFVTVVanguard Value ETF$691,588$521,210 ▲305.9%3,9130.1%ETFVUGVanguard Growth ETF$662,428$480,052 ▲263.2%1,5110.1%ETFDUKDuke Energy$613,646$6,608 ▲1.1%5,2000.1%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$610,080$151,478 ▲33.0%6,1500.1%FinanceGISGeneral Mills$607,784$1,606 ▲0.3%11,7310.1%Consumer StaplesSCHKSchwab 1000 Index ETF$600,963$656 ▲0.1%20,1530.1%ETFIVWiShares S&P 500 Growth ETF$596,082$220,531 ▲58.7%5,4140.1%ETFINTUIntuit$593,883$4,726 ▲0.8%7540.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$588,5920.0%5,5350.1%ETFINTCIntel$571,262$291 ▼-0.1%25,5030.1%Computer and TechnologyIBKRInteractive Brokers Group$564,739$423,554 ▲300.0%10,1920.1%FinanceQUALiShares MSCI USA Quality Factor ETF$553,579$263,261 ▲90.7%3,0280.1%ETFXLVHealth Care Select Sector SPDR Fund$511,203$12,938 ▲2.6%3,7930.1%ETFENSGThe Ensign Group$507,207$2,643,709 ▼-83.9%3,2880.1%MedicalMMM3M$493,8670.0%3,2440.1%Multi-Sector ConglomeratesBBEUJPMorgan BetaBuilders Europe ETF$489,0180.0%7,2490.1%ETFTXNTexas Instruments$485,416$1,246 ▲0.3%2,3380.1%Computer and TechnologySDYSPDR S&P Dividend ETF$482,385$3,393 ▼-0.7%3,5540.1%ETFIWBiShares Russell 1000 ETF$480,492$186,424 ▲63.4%1,4150.1%ETFSCHFSchwab International Equity ETF$469,604$121,838 ▲35.0%21,2490.1%ETFJNJJohnson & Johnson$469,554$5,805 ▲1.3%3,0740.1%MedicalABBVAbbVie$456,440$2,784 ▲0.6%2,4590.1%MedicalWECWEC Energy Group$448,527$4,168 ▲0.9%4,3040.1%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$448,2710.0%3,3200.1%ETFHAMILTON INSURANCE GROUP LTD$437,5680.0%20,2390.1%CL BPANWPalo Alto Networks$434,819$36,013 ▲9.0%2,1250.1%Computer and TechnologyShowing 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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