Crews Bank & Trust Portfolio Holdings

Crews Bank & Trust

  • $586 Billion
  • Q1 2025

Crews Bank & Trust has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $586 Billion distributed in 609 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 $64.7B, Ishares 0 5 Year Investment Gr with a value of $32B, Vanguard Whitehall Fds (Vangua with a value of $29B, Vanguard Dividend Appreciation with a value of $26.4B, and Spdr Portfolio S&P 600 Small C with a value of $25.2B.

Examining the 13F form we can see an decrease of $7.11B in the current position value, from $593B to 586B.

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 $586 Billion
ETFs: $421 Billion
Technology: $41.2 Billion
Financial Services: $28.3 Billion
Healthcare: $18.4 Billion
Industrials: $15.8 Billion
Consumer Cyclical: $13.2 Billion
Consumer Defensive: $10.8 Billion
Communication Services: $9.76 Billion
Other: $14.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$112B
$802 Million 0.14% of portfolio
7,639
Q1 2025 Reduced 0.84%
$168B
$750 Million 0.13% of portfolio
7,599
Q1 2025 Reduced 1.43%
$39.1B
$767 Million 0.13% of portfolio
9,321
Q4 2024 New
$210B
$735 Million 0.13% of portfolio
8,194
Q1 2025 Reduced 9.47%
$0
$777 Million 0.13% of portfolio
30,738
Q1 2025 Added 5.44%
$140B
$791 Million 0.13% of portfolio
3,392
Q1 2025 Added 1.83%
$0
$769 Million 0.13% of portfolio
1,496
Q1 2025 Reduced 1.9%
$0
$767 Million 0.13% of portfolio
13,137
Q1 2025 Reduced 0.42%
$0
$771 Million 0.13% of portfolio
15,425
Q4 2024 New
$0
$682 Million 0.12% of portfolio
14,327
Q1 2025 Reduced 3.53%
$0
$725 Million 0.12% of portfolio
33,395
Q1 2025 Added 61.95%
$330B
$692 Million 0.12% of portfolio
16,578
Q1 2025 Reduced 0.77%
$60.4B
$664 Million 0.11% of portfolio
23,271
Q1 2025 Reduced 2.0%
$196B
$620 Million 0.11% of portfolio
21,918
Q1 2025 Added 4.53%
$0
$662 Million 0.11% of portfolio
24,741
Q1 2025 Added 6.0%
$0
$630 Million 0.11% of portfolio
27,360
Q1 2025 Added 37.59%
$183B
$662 Million 0.11% of portfolio
14,590
Q1 2025 Added 3.73%
Vanguard Short Term Exempt Bond ETF
-
$558 Million 0.1% of portfolio
-
Q4 2024 New
$535B
$575 Million 0.1% of portfolio
1,049
Q1 2025 Reduced 4.72%
$93B
$597 Million 0.1% of portfolio
4,893
Q1 2025 Added 0.51%
$93.2B
$599 Million 0.1% of portfolio
1,715
Q4 2024 New
$0
$581 Million 0.1% of portfolio
12,210
Q1 2025 Added 5.39%
$0
$573 Million 0.1% of portfolio
12,597
Q4 2024 New
$694B
$589 Million 0.1% of portfolio
1,105
Q1 2025 Reduced 1.25%
$0
$512 Million 0.09% of portfolio
26,160
Q4 2024 New
$0
$537 Million 0.09% of portfolio
27,565
Q4 2024 New
$0
$516 Million 0.09% of portfolio
22,065
Q1 2025 Reduced 4.95%
$36.3B
$553 Million 0.09% of portfolio
935
Q4 2024 New
$0
$500 Million 0.09% of portfolio
10,077
Q4 2024 New
$9.66B
$512 Million 0.09% of portfolio
8,275
Q4 2024 New
$0
$507 Million 0.09% of portfolio
903
Q1 2025 Reduced 10.42%
$134B
$508 Million 0.09% of portfolio
20,066
Q1 2025 Reduced 0.31%
$22.5B
$503 Million 0.09% of portfolio
4,570
Q4 2024 New
$88.1B
$550 Million 0.09% of portfolio
8,111
Q1 2025 Reduced 1.31%
$268B
$524 Million 0.09% of portfolio
3,304
Q4 2024 New
F/M 3 Yr Investment Grade Corporate Bond ETF
-
$453 Million 0.08% of portfolio
-
Q4 2024 New
$0
$484 Million 0.08% of portfolio
6,373
Q1 2025 Reduced 6.25%
$144B
$492 Million 0.08% of portfolio
2,399
Q4 2024 New
$44.2B
$464 Million 0.08% of portfolio
3,261
Q1 2025 Reduced 0.31%
I Bonds December 2029 Term Muni Bond ETF
-
$443 Million 0.08% of portfolio
-
Q4 2024 New
$203B
$446 Million 0.08% of portfolio
3,822
Q4 2024 New
$165B
$492 Million 0.08% of portfolio
988
Q4 2024 New
$0
$448 Million 0.08% of portfolio
4,640
Q4 2024 New
$72.2B
$492 Million 0.08% of portfolio
7,746
Q1 2025 Reduced 5.98%
$0
$480 Million 0.08% of portfolio
9,430
Q4 2024 New
$0
$446 Million 0.08% of portfolio
39,780
Q1 2025 Added 0.51%
F/M 2 Yr Investment Grade Corporate Bond ETF
-
$452 Million 0.08% of portfolio
-
Q4 2024 New
$189B
$390 Million 0.07% of portfolio
2,944
Q4 2024 New
$99.1B
$407 Million 0.07% of portfolio
4,425
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 609
  • Current Value $586 Billion
  • Prior Value $593 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 80 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 127 stocks
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