Crewe Advisors LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 716Value: $711.6MLatest: 2025Q1

Crewe Advisors LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 716 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "JWN",
  "NWE",
  "PINS",
  "TREX",
  "ARES",
  "HOOD",
  "INVA",
  "TEM",
  "MC",
  "QRVO",
  "GDX",
  null,
  null,
  "SNDR",
  "NLY",
  "ALHC",
  null,
  "AAL",
  null,
  "AKAM",
  null,
  "H",
  "MP",
  null,
  null,
  "RF",
  "QSR",
  "ONON",
  "ATKR",
  "ARM",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "MPLX",
  "ITT",
  "MMM",
  "MBC",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "MWA",
  "MAIN",
  "JEF",
  null,
  "ALL",
  "RIOT",
  "PXF",
  "VTS",
  "AXP",
  null,
  "ABG",
  "SCHH",
  "AFRM",
  "TEAM",
  "T",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "ARCC",
  "FCEL",
  "BBDC",
  "BIDU",
  null,
  "BSX",
  "IAC",
  null,
  "DBEF",
  "LFVN",
  null,
  "CCI",
  "COF",
  "CMI",
  "PHG",
  null,
  null,
  "NMRK",
  "DUK",
  null,
  "D",
  "NICE",
  null,
  "DT",
  null,
  "PTY",
  null,
  "RYAAY",
  "PSEC",
  "SAND",
  null,
  "SPB",
  "EOG",
  "EXPD",
  null,
  null,
  null,
  "FFIN",
  "BATRA",
  "FERG",
  "ADPT",
  "SGMO",
  "FITB",
  "IBKR",
  "RWAY",
  "SCM",
  "MNMD",
  "GD",
  "IREN",
  "GILD",
  null,
  "GIS",
  "ATAI",
  "HON",
  null,
  "BLDP",
  "HPQ",
  null,
  null,
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  "EVTV",
  "FBIN",
  "EVV",
  null,
  "GERN",
  "UNP",
  "FULT",
  "GBCI",
  "GLPI",
  "IPGP",
  "FUBO",
  null,
  "ISRG",
  "HG",
  "HUBS",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  "JSPR",
  null,
  "MUB",
  null,
  null,
  "MNKD",
  "MYGN",
  null,
  null,
  "IVW",
  "IJH",
  "RDZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
  "CYBN",
  "KNSL",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  null,
  "KOSS",
  "ENSG",
  "LPTH",
  null,
  null,
  "SYM",
  "MMC",
  null,
  "MRVL",
  "MDT",
  "APA",
  "MAA",
  null,
  "MDLZ",
  "EQIX",
  "EQT",
  "EPR",
  "EXC",
  "EVR",
  "EVRG",
  "FCNCA",
  null,
  null,
  "FND",
  "FTV",
  "GTLB",
  "GMS",
  null,
  null,
  "NI",
  "HEI",
  "HES",
  "HAS",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  null,
  "ORLY",
  "ICLR",
  "EMN",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  null,
  "VHT",
  null,
  "REG",
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  "GBDC",
  "IVV",
  null,
  "MRCC",
  "IYR",
  "PHM",
  "DOW",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "KEYS",
  null,
  "MKC",
  "MDB",
  "AMGN",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
  "PPG",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SLB",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "SPLG",
  "IBM",
  "SSNC",
  "SYK",
  "SNPS",
  "TEL",
  "TPR",
  "TXN",
  "TGT",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "ARR",
  "DTM",
  "VXF",
  "AGNC",
  "ASH",
  "LTC",
  "SOUN",
  "RCL",
  "EIG",
  "VOE",
  "MRNA",
  "SCHW",
  "ALC",
  "ASBP",
  null,
  null,
  "ACWV",
  "PNW",
  "STAG",
  "PEO",
  "VWO",
  "VSS",
  null,
  "IWV",
  "HR",
  "LPX",
  null,
  "ADSE",
  "PACS",
  "PRF",
  null,
  null,
  null,
  "EPRT",
  "AEO",
  "APLE",
  null,
  "PNTG",
  "TTE",
  null,
  null,
  "TOST",
  "TXT",
  "LGIH",
  "XLB",
  "SU",
  "WY",
  null,
  "GDDY",
  null,
  "SNY",
  "IEF",
  "GGG",
  null,
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "FSK",
  "VYM",
  null,
  "GPRE",
  "DD",
  "VRTX",
  "K",
  "EW",
  "LOPE",
  "VRT",
  "MTG",
  "PRGO",
  "SLGN",
  "MKSI",
  "ADSK",
  "SFM",
  "GM",
  "APTV",
  "ACGL",
  "STWD",
  "AVY",
  "AFL",
  "THO",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "IR",
  "MIDD",
  "NCLH",
  "FOUR",
  "TTC",
  null,
  "CAH",
  "AEP",
  "BKR",
  "CMPS",
  "FTRE",
  "IBP",
  "IFF",
  null,
  "JBLU",
  "INSG",
  null,
  "INSW",
  "KT",
  "BIPC",
  null,
  "IEX",
  "DHI",
  "VIGI",
  "SCHB",
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  null,
  "IVZ",
  "OVV",
  "ESGD",
  null,
  "AMC",
  null,
  "KD",
  "HIMS",
  "BBCA",
  "SG",
  null,
  "PDD",
  null,
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  null,
  "VTWO",
  "MGV",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "VKTX",
  "WD",
  "W",
  "WBD",
  null,
  "WMT",
  "WCC",
  "WEN",
  "WTW",
  null,
  null,
  "KLG",
  "WPC",
  "WYNN",
  "YUMC",
  "YUM",
  "SOLV",
  null,
  null,
  "BBEU",
  "DTE",
  "OC",
  "GRMN",
  "ONTO",
  "PTC",
  null,
  "FNF",
  "G",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JBHT",
  "LEA",
  "DEI",
  "LADR",
  null,
  "NSC",
  "LBRDK",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "SO",
  null,
  "TPC",
  "PPL",
  null,
  "PSX",
  "SFL",
  "CRM",
  "SWKS",
  "SNAP",
  null,
  null,
  "S",
  null,
  "SYY",
  "DIA",
  null,
  "TPG",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "ZION",
  "GEV",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "GWW",
  null,
  null,
  "PSA",
  "NUE",
  "NRG",
  "FDX",
  "STM",
  null,
  "AN",
  "AZO",
  "AZZ",
  "BMO",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BNTX",
  "BILL",
  "BBY",
  "BMRN",
  null,
  "OWL",
  "BWA",
  "BTI",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "CACI",
  "CCJ",
  "CNI",
  "CDNS",
  "CWST",
  "CG",
  "CCL",
  "CTRE",
  "CSL",
  "CE",
  "CBRE",
  "CDW",
  "CNP",
  "CELH",
  "CIM",
  "LNG",
  "CB",
  "CMG",
  "CFG",
  "CLOV",
  "CLX",
  "CME",
  null,
  "KO",
  "CCEP",
  "CDE",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "CTVA",
  "CRWD",
  "CCK",
  "CFR",
  "DHR",
  "DDOG",
  "DELL",
  "DAR",
  "DE",
  "DVN",
  "DAL",
  "DFS",
  "DOCU",
  "DOMO",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "PH",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 716
Total Value: 711561221
Accession Number: 0001730033-25-000002
Form Type: 13F-HR
CIK: crewe-advisors
Manager Name: Crewe-Advisors

Data Enrichment

79% identified

566 identified150 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

716 positions • $711.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 36

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464287200

IVV|464287200

Shares:185.3K

Value:$104.1M

% of Portfolio:14.6% ($104.1M/$711.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:95.3K

Value:$53.3M

% of Portfolio:7.5% ($53.3M/$711.6M)

464287507

IJH|464287507

Shares:850.3K

Value:$49.6M

% of Portfolio:7.0% ($49.6M/$711.6M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:54

Value:$43.1M

% of Portfolio:6.1% ($43.1M/$711.6M)

46432F842

IEFA|46432F842

Shares:512.6K

Value:$38.8M

% of Portfolio:5.4% ($38.8M/$711.6M)

921910733

ESGV|921910733

Shares:321.9K

Value:$31.5M

% of Portfolio:4.4% ($31.5M/$711.6M)

233051200

DBEF|233051200

Shares:727.9K

Value:$31.5M

% of Portfolio:4.4% ($31.5M/$711.6M)

69344A107

Shares:569.7K

Value:$28.3M

% of Portfolio:4.0% ($28.3M/$711.6M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:51.0K

Value:$27.2M

% of Portfolio:3.8% ($27.2M/$711.6M)

464288414

MUB|464288414

Shares:237.8K

Value:$25.1M

% of Portfolio:3.5% ($25.1M/$711.6M)

NVIDIA CORP

NVDA|67066G104

Shares:199.5K

Value:$21.6M

% of Portfolio:3.0% ($21.6M/$711.6M)

922908751

VB|922908751

Shares:85.8K

Value:$19.0M

% of Portfolio:2.7% ($19.0M/$711.6M)

464287655

IWM|464287655

Shares:79.5K

Value:$15.9M

% of Portfolio:2.2% ($15.9M/$711.6M)

PACS Group, Inc.

PACS|69380Q107

Shares:1.1M

Value:$12.5M

% of Portfolio:1.8% ($12.5M/$711.6M)

464287804

IJR|464287804

Shares:114.4K

Value:$12.0M

% of Portfolio:1.7% ($12.0M/$711.6M)

Tesla, Inc.

TSLA|88160R101

Shares:44.2K

Value:$11.5M

% of Portfolio:1.6% ($11.5M/$711.6M)

92204A702

VGT|92204A702

Shares:20.4K

Value:$11.1M

% of Portfolio:1.6% ($11.1M/$711.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:19.0K

Value:$8.9M

% of Portfolio:1.3% ($8.9M/$711.6M)

921910725

VSGX|921910725

Shares:149.3K

Value:$8.8M

% of Portfolio:1.2% ($8.8M/$711.6M)

922908363

VOO|922908363

Shares:15.3K

Value:$7.8M

% of Portfolio:1.1% ($7.8M/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	185.3K	QoQ +2.79% (-5.0K) YoY +28.27% (+40.8K)	All Managers (Combined)	$104.1M	14.6% ($104.1M/$711.6M)	QoQ -1.88% (-$2.0M) YoY +37.09% (+$28.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	95.3K	QoQ -1.60% (-1.6K) YoY +0.98% (+927)	All Managers (Combined)	$53.3M	7.5% ($53.3M/$711.6M)	QoQ -6.08% (-$3.5M) YoY +7.99% (+$3.9M)
(IJHcusip464287507)	850.3K	QoQ +4.41% (-35.9K) YoY +26.96% (+180.6K)	All Managers (Combined)	$49.6M	7.0% ($49.6M/$711.6M)	QoQ -2.22% (-$1.1M) YoY +21.96% (+$8.9M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	54	QoQ +1.88% (+1) YoY -3.57% (-2)	All Managers (Combined)	$43.1M	6.1% ($43.1M/$711.6M)	QoQ +19.47% (+$7.0M) YoY +21.35% (-$7.6M)
(IEFAcusip46432F842)	512.6K	QoQ +6.61% (+31.8K) YoY +176.00% (+326.9K)	All Managers (Combined)	$38.8M	5.4% ($38.8M/$711.6M)	QoQ +14.75% (+$5.0M) YoY +181.32% (+$25.0M)
(ESGVcusip921910733)	321.9K	QoQ +3.33% (-10.4K) YoY +2.03% (+6.4K)	All Managers (Combined)	$31.5M	4.4% ($31.5M/$711.6M)	QoQ -3.49% (-$1.1M) YoY +7.24% (+$2.1M)
(DBEFcusip233051200)	727.9K	QoQ +1.03% (+7.5K) YoY +8.42% (+56.6K)	All Managers (Combined)	$31.5M	4.4% ($31.5M/$711.6M)	QoQ +5.67% (+$1.7M) YoY +14.70% (+$4.0M)
(cusip69344A107)✕	569.7K	QoQ +46.18% (+180.0K) YoY NEW(+569.7K)	All Managers (Combined)	$28.3M	4.0% ($28.3M/$711.6M)	QoQ +46.71% (+$9.0M) YoY NEW(+$28.3M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	51.0K	QoQ -0.02% (-11) YoY +5.17% (+2.5K)	All Managers (Combined)	$27.2M	3.8% ($27.2M/$711.6M)	QoQ -6.35% (-$1.8M) YoY +0.83% (+$226.0K)
(MUBcusip464288414)	237.8K	QoQ +62.36% (+91.3K) YoY +125.38% (+132.3K)	All Managers (Combined)	$25.1M	3.5% ($25.1M/$711.6M)	QoQ +60.66% (+$9.5M) YoY +120.85% (+$13.7M)
NVIDIA CORP(NVDAcusip67066G104)	199.5K	QoQ +1.03% (-2.0K) YoY +5097.91% (+195.7K)	All Managers (Combined)	$21.6M	3.0% ($21.6M/$711.6M)	QoQ -18.45% (-$4.9M) YoY +523.47% (+$18.2M)
(VBcusip922908751)	85.8K	QoQ -19.33% (-20.6K) YoY -19.33% (-20.6K)	All Managers (Combined)	$19.0M	2.7% ($19.0M/$711.6M)	QoQ -25.55% (-$6.5M) YoY -21.75% (-$5.3M)
(IWMcusip464287655)	79.5K	QoQ -0.56% (-453) YoY -5.56% (-4.7K)	All Managers (Combined)	$15.9M	2.2% ($15.9M/$711.6M)	QoQ -10.22% (-$1.8M) YoY -10.41% (-$1.8M)
PACS Group, Inc.(PACScusip69380Q107)	1.1M	QoQ 0.00% (-0) YoY NEW(+1.1M)	All Managers (Combined)	$12.5M	1.8% ($12.5M/$711.6M)	QoQ -14.26% (-$2.1M) YoY NEW(+$12.5M)
(IJRcusip464287804)	114.4K	QoQ +10.86% (+11.2K) YoY +118.34% (+62.0K)	All Managers (Combined)	$12.0M	1.7% ($12.0M/$711.6M)	QoQ +0.61% (+$73.4K) YoY +106.58% (+$6.2M)
Tesla, Inc.(TSLAcusip88160R101)	44.2K	QoQ +0.62% (-274) YoY -19.87% (-11.0K)	All Managers (Combined)	$11.5M	1.6% ($11.5M/$711.6M)	QoQ -35.42% (-$6.3M) YoY +18.12% (-$1.8M)
(VGTcusip92204A702)	20.4K	QoQ -15.00% (-3.6K) YoY -9.88% (-2.2K)	All Managers (Combined)	$11.1M	1.6% ($11.1M/$711.6M)	QoQ -25.85% (-$3.9M) YoY -6.78% (-$805.9K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	19.0K	QoQ -0.45% (-86) YoY +0.74% (+141)	All Managers (Combined)	$8.9M	1.3% ($8.9M/$711.6M)	QoQ -8.69% (-$846.5K) YoY +6.40% (+$535.5K)
(VSGXcusip921910725)	149.3K	QoQ +5.97% (+8.4K) YoY -66.62% (-298.0K)	All Managers (Combined)	$8.8M	1.2% ($8.8M/$711.6M)	QoQ +10.23% (+$817.2K) YoY -65.74% (-$16.9M)
(VOOcusip922908363)	15.3K	QoQ -40.19% (-10.3K) YoY -39.66% (-10.0K)	All Managers (Combined)	$7.8M	1.1% ($7.8M/$711.6M)	QoQ -42.95% (-$5.9M) YoY -35.49% (-$4.3M)