Crews Bank & Trust Portfolio Holdings

Crews Bank & Trust

$593 Billion
Q4 2024

Crews Bank & Trust has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $593 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 $66.8B, Ishares 0 5 Year Investment Gr with a value of $31.4B, Vanguard Whitehall Fds (Vangua with a value of $28.3B, Spdr Portfolio S&P 600 Small C with a value of $27.1B, and Vanguard Dividend Appreciation with a value of $26B.

Examining the 13F form we can see an increase of $593B in the current position value.

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 $593 Billion

ETFs: $426 Billion

Technology: $46.5 Billion

Financial Services: $25 Billion

Healthcare: $17.8 Billion

Industrials: $16.2 Billion

Consumer Cyclical: $14.1 Billion

Communication Services: $11.2 Billion

Consumer Defensive: $10.7 Billion

Other: $14 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$66.8 Billion 11.26% of portfolio	969,010	Q4 2024 New
SLQD Ishares 0 5 Year Investment Gr ETFs	$0	$31.4 Billion 5.29% of portfolio	630,908	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$28.3 Billion 4.78% of portfolio	222,191	Q4 2024 New
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$27.1 Billion 4.57% of portfolio	603,516	Q4 2024 New
VIG Vanguard Dividend Appreciation ETFs	$0	$26 Billion 4.38% of portfolio	132,614	Q4 2024 New
VUG Vanguard Growth ETF ETFs	$0	$21.8 Billion 3.67% of portfolio	53,090	Q4 2024 New
SPMD Spdr Portfolio ETFs	$0	$20.6 Billion 3.48% of portfolio	377,412	Q4 2024 New
AAPL Apple Inc. Technology	$3.6T	$19.6 Billion 3.3% of portfolio	78,198	Q4 2024 New
SPIB Spdr Portfolio Intermediate Te ETFs	$0	$17.6 Billion 2.96% of portfolio	536,786	Q4 2024 New
VCIT Vanguard Intermediate Term Cor ETFs	$0	$16.1 Billion 2.71% of portfolio	200,151	Q4 2024 New
EUSA Ishares Msci Usa Equal Weighte ETFs	$0	$14.3 Billion 2.41% of portfolio	150,193	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$13.2 Billion 2.23% of portfolio	75,604	Q4 2024 New
MSFT Microsoft Corp Technology	$3.33T	$13.2 Billion 2.22% of portfolio	31,300	Q4 2024 New
PSK Spdr Ser Tr Spdr Ice Pfd Sec E ETFs	$0	$9.59 Billion 1.62% of portfolio	290,655	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$8.96 Billion 1.51% of portfolio	115,964	Q4 2024 New
XLK Technology Sector Spdr ETFs	$0	$6.9 Billion 1.16% of portfolio	29,690	Q4 2024 New
V Visa Inc. Financial Services	$529B	$6.78 Billion 1.14% of portfolio	21,462	Q4 2024 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.95 Billion 1.0% of portfolio	10,156	Q4 2024 New
DGRO Ishares Core Dividend Growth E ETFs	$0	$5.93 Billion 1.0% of portfolio	96,741	Q4 2024 New
VUSB Vanguard Bd Index Fds	-	$5.76 Billion 0.97% of portfolio	-	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.52 Billion 0.93% of portfolio	10,793	Q4 2024 New
VTI Vanguard Total Stock Market Et ETFs	$0	$5.04 Billion 0.85% of portfolio	17,396	Q4 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$5 Billion 0.84% of portfolio	22,775	Q4 2024 New
GOOGL Alphabet Inc. Communication Services	$1.18T	$4.99 Billion 0.84% of portfolio	26,361	Q4 2024 New
IBDQ Ishares Ibonds Dec 2025 Term C ETFs	$0	$4.82 Billion 0.81% of portfolio	192,270	Q4 2024 New
LLY Eli Lilly & CO Healthcare	$716B	$4.67 Billion 0.79% of portfolio	6,045	Q4 2024 New
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$4.4 Billion 0.74% of portfolio	182,645	Q4 2024 New
IWM Ishares Russell 2000 ETF ETFs	$0	$4.09 Billion 0.69% of portfolio	18,511	Q4 2024 New
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$3.96 Billion 0.67% of portfolio	165,270	Q4 2024 New
JPM Jpmorgan Chase & CO Financial Services	$771B	$3.94 Billion 0.66% of portfolio	16,431	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$3.67 Billion 0.62% of portfolio	6,450	Q4 2024 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.51 Billion 0.59% of portfolio	39,388	Q4 2024 New
PFF Ishares Trust Ishares Pfd And ETFs	$0	$3.26 Billion 0.55% of portfolio	103,620	Q4 2024 New
HD Home Depot, Inc. Consumer Cyclical	$420B	$3.15 Billion 0.53% of portfolio	8,098	Q4 2024 New
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$2.96 Billion 0.5% of portfolio	119,055	Q4 2024 New
GOOG Alphabet Inc. Communication Services	$1.22T	$2.9 Billion 0.49% of portfolio	15,225	Q4 2024 New
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$2.86 Billion 0.48% of portfolio	26,806	Q4 2024 New
ICE Intercontinental Exchange, Inc. Financial Services	$86.1B	$2.67 Billion 0.45% of portfolio	17,951	Q4 2024 New
JNJ Johnson & Johnson Healthcare	$380B	$2.54 Billion 0.43% of portfolio	17,553	Q4 2024 New
MCD Mcdonalds Corp Consumer Cyclical	$207B	$2.49 Billion 0.42% of portfolio	8,577	Q4 2024 New
PFFD Global X Fds U S Pfd ETF (De) ETFs	$0	$2.38 Billion 0.4% of portfolio	122,055	Q4 2024 New
VOX Vanguard Communication Service ETFs	$0	$2.4 Billion 0.4% of portfolio	15,488	Q4 2024 New
XLV Select Sector Spdr Fund Health ETFs	$0	$2.29 Billion 0.39% of portfolio	16,644	Q4 2024 New
XLY Select Sector Spdr Consumer Di ETFs	$0	$2.24 Billion 0.38% of portfolio	10,003	Q4 2024 New
XLF Financial Sector Spdr ETFs	$0	$2.28 Billion 0.38% of portfolio	47,153	Q4 2024 New
QCOM Qualcomm Inc Technology	$191B	$2.26 Billion 0.38% of portfolio	14,735	Q4 2024 New
HDV Ishares Core High Dividend ETF ETFs	$0	$2.01 Billion 0.34% of portfolio	17,882	Q4 2024 New
XLU Utilities Sector Spdr ETFs	$0	$1.93 Billion 0.33% of portfolio	25,487	Q4 2024 New
PG Procter & Gamble CO Consumer Defensive	$390B	$1.88 Billion 0.32% of portfolio	11,208	Q4 2024 New
CVX Chevron Corp Energy	$306B	$1.89 Billion 0.32% of portfolio	13,048	Q4 2024 New

Summary

Portfolio
No. of Stocks 609
Current Value $593 Billion
Filing
Period Q4 2024
Filing Date January 23, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 609 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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