Crewe Advisors LLC Portfolio Holdings
Crewe Advisors LLC
- $1.01 Billion
- Q3 2025
Crewe Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 964 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $132M, Spdr S&P 500 ETF Trust with a value of $67.8M, Ishares Core S&P Mid Cap ETF with a value of $58.8M, Pgim ETF Tr with a value of $46.8M, and Ishares Tr with a value of $46.1M.
Examining the 13F form we can see an increase of $333M in the current position value, from $677M to 1.01B.
Below you can find more details about Crewe Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.01 Billion
ETFs: $713 Million
Technology: $88.2 Million
Financial Services: $82 Million
Consumer Cyclical: $33.4 Million
Communication Services: $31.4 Million
Energy: $28.8 Million
Healthcare: $8.04 Million
Industrials: $7.84 Million
Other: $17 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 964
- Current Value $1.01 Billion
- Prior Value $677 Million
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 327 stocks
- Additional Purchases 213 stocks
- Sold out of 0 stocks
- Reduced holdings in 144 stocks