Crewe Advisors LLC Portfolio Holdings
Crewe Advisors LLC
- $1.01 Billion
- Q4 2025
Crewe Advisors LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.01 Billion distributed in 1099 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 $135M, Spdr S&P 500 ETF Trust with a value of $67.1M, Ishares Core S&P Mid Cap ETF with a value of $59.8M, Ishares Tr with a value of $48.9M, and Vanguard Bd Index Fd Inc Total with a value of $44.8M.
Examining the 13F form we can see an increase of $1.61M in the current position value, from $1.01B 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: $718 Million
Technology: $89.4 Million
Financial Services: $80.7 Million
Communication Services: $32.8 Million
Consumer Cyclical: $30 Million
Energy: $28.3 Million
Healthcare: $8.23 Million
Industrials: $7.71 Million
Other: $16.2 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 1,099
- Current Value $1.01 Billion
- Prior Value $1.01 Billion
- Filing
- Period Q4 2025
- Filing Date January 16, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 177 stocks
- Additional Purchases 332 stocks
- Sold out of 0 stocks
- Reduced holdings in 132 stocks