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Crewe Advisors LLC Top Holdings and 13F Report (2025)

About Crewe Advisors LLC

Investment Activity

  • Crewe 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 New Holdings this Quarter

921937835 - Vanguard Total Bond Market ETF
$39,552,971 Holding
037833100 - Apple
$21,822,592 Holding
46654Q724 - J P MORGAN EXCHANGE TRADED F
$8,306,786 Holding
92206C870 - Vanguard Intermediate-Term Corporate Bond ETF
$7,246,278 Holding
023135106 - 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)
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 Time

Map of 500 Largest Holdings ofCrewe Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$59,400,406$497,372 0.8%96,1408.4%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$54,449,512$1,712,744 3.2%877,9357.7%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$42,608,125$181,653 -0.4%510,3996.0%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$39,552,971$39,552,971 New Holding537,1865.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$37,897,600$1,457,600 -3.7%525.4%Finance
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$35,411,582$117,644 0.3%322,9805.0%ETF
Xtrackers MSCI EAFE Hedged Equity ETF stock logo
DBEF
Xtrackers MSCI EAFE Hedged Equity ETF
$31,842,877$3,500 0.0%727,8374.5%ETF
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$28,661,132$314,384 1.1%575,9874.1%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$28,570,644$293,439 -1.0%50,4354.0%ETF
Apple Inc. stock logo
AAPL
Apple
$21,822,592$21,822,592 New Holding106,3633.1%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$21,814,275$3,033,263 -12.2%208,7893.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$20,264,871$65,643 -0.3%85,5132.9%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$15,781,684$1,377,396 -8.0%73,1342.2%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$14,939,496$2,436,510 19.5%136,6962.1%ETF
PACS GROUP INC
$14,367,9190.0%1,112,0682.0%COM SHS
Tesla, Inc. stock logo
TSLA
Tesla
$14,066,938$16,836 0.1%44,2832.0%Auto/Tires/Trucks
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$13,516,320$16,582 -0.1%20,3781.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,863,476$399,940 3.8%19,6931.5%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$9,722,429$54,693 -0.6%148,4341.4%ETF
J P MORGAN EXCHANGE TRADED F
$8,306,786$8,306,786 New Holding132,7391.2%HEDGED EQUITY LA
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$8,069,816$598,690 -6.9%14,2071.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$7,246,278$7,246,278 New Holding87,3891.0%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$7,068,916$437,388 6.6%79,0791.0%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,556,690$1,045,826 19.0%13,4980.9%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,907,010$5,907,010 New Holding26,9250.8%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$5,426,885$1,703 0.0%38,2440.8%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$5,018,974$87,635 -1.7%56,3550.7%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,915,834$353,095 7.7%99,3900.7%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,912,201$26,606,018 -84.4%31,0920.7%Computer and Technology
EQT Corporation stock logo
EQT
EQT
$4,381,116$117 0.0%75,1220.6%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$4,220,727$4,220,727 New Holding5,7180.6%Computer and Technology
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$4,185,560$2,936,754 -41.2%82,5880.6%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$4,028,019$104,272 -2.5%67,1000.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,967,969$750,984 -15.9%13,0560.6%ETF
Moody's Corporation stock logo
MCO
Moody's
$3,020,575$97,810 -3.1%6,0220.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$2,784,821$124,827 -4.3%6,5590.4%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,543,125$48,618 -1.9%23,5910.4%Energy
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,532,626$175,854 7.5%95,5710.4%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$2,410,099$39,102 -1.6%33,1600.3%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$2,040,080$3,110,052 -60.4%66,4950.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,034,585$116,655 6.1%35,7890.3%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,018,694$587,923 41.1%7,2140.3%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$1,880,259$9,385 0.5%15,2260.3%Retail/Wholesale
Sandstorm Gold Ltd stock logo
SAND
Sandstorm Gold
$1,877,6130.0%199,7460.3%Basic Materials
Runway Growth Finance Corp. stock logo
RWAY
Runway Growth Finance
$1,845,5820.0%172,0020.3%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,746,904$23,299 -1.3%6,8980.2%ETF
American Express Company stock logo
AXP
American Express
$1,742,980$2,233 0.1%5,4640.2%Finance
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,712,353$44,411 2.7%30,0360.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,698,129$53,134 3.2%26,5580.2%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,696,452$88,089 -4.9%1,7140.2%Retail/Wholesale
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,670,745$9,407 -0.6%34,6340.2%Finance
ISHARES TR
$1,585,998$1,585,998 New Holding61,7480.2%LARGE CAP MAX BU
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,555,2430.0%5,1020.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,504,5580.0%5,1040.2%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,394,981$52,097 3.9%8,7560.2%Consumer Staples
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,194,620$6,330 0.5%48,8800.2%ETF
IDACORP, Inc. stock logo
IDA
IDACORP
$1,140,7620.0%9,8810.2%Utilities
Chesapeake Energy Co. stock logo
CHK
Chesapeake Energy
$1,103,0960.0%9,4330.2%Energy
Blackstone Mortgage Trust, Inc. stock logo
BXMT
Blackstone Mortgage Trust
$1,080,176$1,080,176 New Holding56,1130.2%Finance
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$1,043,618$50,906 -4.7%14,8220.1%Energy
ISHARES TR
$975,4250.0%37,8070.1%LARGE CAP MAX BU
AutoNation, Inc. stock logo
AN
AutoNation
$945,7730.0%4,7610.1%Retail/Wholesale
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$901,430$13,738 -1.5%9,9080.1%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$898,2760.0%1550.1%Retail/Wholesale
ISHARES TR
$895,5680.0%34,3920.1%LARGE CAP MAX BU
Blackstone Inc. stock logo
BX
Blackstone
$850,415$1,047 -0.1%5,6850.1%Finance
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$824,505$207,824 33.7%34,5990.1%ETF
RTX Corporation stock logo
RTX
RTX
$822,239$1,606 -0.2%5,6310.1%Aerospace
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$810,7310.0%4,2070.1%ETF
Walmart Inc. stock logo
WMT
Walmart
$780,288$11,245 1.5%7,9800.1%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$774,977$18,286 -2.3%9,7900.1%Medical
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$734,413$1,067 -0.1%1,3760.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$717,278$39,735 -5.2%2,4550.1%Retail/Wholesale
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$708,050$462,988 -39.5%7,6450.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$691,588$521,210 305.9%3,9130.1%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$662,428$480,052 263.2%1,5110.1%ETF
Duke Energy Corporation stock logo
DUK
Duke Energy
$613,646$6,608 1.1%5,2000.1%Utilities
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$610,080$151,478 33.0%6,1500.1%Finance
General Mills, Inc. stock logo
GIS
General Mills
$607,784$1,606 0.3%11,7310.1%Consumer Staples
Schwab 1000 Index ETF stock logo
SCHK
Schwab 1000 Index ETF
$600,963$656 0.1%20,1530.1%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$596,082$220,531 58.7%5,4140.1%ETF
Intuit Inc. stock logo
INTU
Intuit
$593,883$4,726 0.8%7540.1%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$588,5920.0%5,5350.1%ETF
Intel Corporation stock logo
INTC
Intel
$571,262$291 -0.1%25,5030.1%Computer and Technology
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$564,739$423,554 300.0%10,1920.1%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$553,579$263,261 90.7%3,0280.1%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$511,203$12,938 2.6%3,7930.1%ETF
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$507,207$2,643,709 -83.9%3,2880.1%Medical
3M Company stock logo
MMM
3M
$493,8670.0%3,2440.1%Multi-Sector Conglomerates
JPMorgan BetaBuilders Europe ETF stock logo
BBEU
JPMorgan BetaBuilders Europe ETF
$489,0180.0%7,2490.1%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$485,416$1,246 0.3%2,3380.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$482,385$3,393 -0.7%3,5540.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$480,492$186,424 63.4%1,4150.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$469,604$121,838 35.0%21,2490.1%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$469,554$5,805 1.3%3,0740.1%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$456,440$2,784 0.6%2,4590.1%Medical
WEC Energy Group, Inc. stock logo
WEC
WEC Energy Group
$448,527$4,168 0.9%4,3040.1%Utilities
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$448,2710.0%3,3200.1%ETF
HAMILTON INSURANCE GROUP LTD
$437,5680.0%20,2390.1%CL B
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$434,819$36,013 9.0%2,1250.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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