Crewe Advisors
Latest statistics and disclosures from Crewe Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, PACS, SPY, IJH, IEFA, and represent 35.35% of Crewe Advisors's stock portfolio.
- Added to shares of these 10 stocks: PACS (+$40M), NFLX, RGLD, IVV, IEFA, BND, IJH, XLK, HELO, DBEF.
- Started 177 new stock positions in MOD, DXCM, RRC, COF, GLPI, CSGP, A, PEN, BTGD, LAES.
- Reduced shares in these 10 stocks: PULS (-$8.9M), , JPST, TSLA, AAPL, CVX, AVGO, SPY, VSGX, VOO.
- Sold out of its positions in EQL, PEO, OWL, DECK, DOW, UUUU, FFIV, FBTC, CIBR, GRID.
- Crewe Advisors was a net buyer of stock by $39M.
- Crewe Advisors has $1.1B in assets under management (AUM), dropping by 7.73%.
- Central Index Key (CIK): 0001730033
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Portfolio Holdings for Crewe Advisors
Crewe Advisors holds 1099 positions in its portfolio as reported in the December 2025 quarterly 13F filing
Crewe Advisors has 1099 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Crewe Advisors Dec. 31, 2025 positions
- Download the Crewe Advisors December 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.2 | $137M | 200k | 684.94 |
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| Pacs Group Com Shs (PACS) | 7.3 | $83M | +93% | 2.1M | 38.39 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.1 | $69M | 101k | 681.92 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.4 | $61M | +3% | 931k | 66.00 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $49M | +4% | 551k | 89.46 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.0 | $45M | +4% | 605k | 74.07 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.7 | $42M | 56.00 | 754800.00 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 3.5 | $39M | 322k | 120.96 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 3.3 | $38M | -19% | 761k | 49.59 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.2 | $36M | +2% | 754k | 48.11 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.7 | $30M | 50k | 603.28 |
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| Microsoft Corporation (MSFT) | 2.6 | $29M | 60k | 483.62 |
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| Apple (AAPL) | 2.5 | $28M | -3% | 103k | 271.86 |
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| Ishares Tr National Mun Etf (MUB) | 2.0 | $23M | +3% | 216k | 107.11 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.0 | $22M | 86k | 257.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $18M | +4% | 148k | 120.18 |
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| Tesla Motors (TSLA) | 1.6 | $18M | -6% | 39k | 449.72 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.6 | $18M | 72k | 246.16 |
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| Chevron Corporation (CVX) | 1.5 | $17M | -4% | 114k | 152.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $17M | 53k | 313.80 |
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| Vanguard World Inf Tech Etf (VGT) | 1.4 | $16M | 21k | 753.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $13M | 25k | 502.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $12M | -3% | 19k | 614.31 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.9 | $10M | +9% | 151k | 66.43 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.9 | $10M | -4% | 140k | 71.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $8.8M | -3% | 28k | 312.99 |
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| Advanced Micro Devices (AMD) | 0.7 | $8.4M | 39k | 214.16 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $8.2M | 85k | 96.03 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $7.8M | 93k | 83.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $7.3M | -5% | 12k | 627.13 |
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| NVIDIA Corporation (NVDA) | 0.6 | $6.6M | 35k | 186.50 |
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| Visa Com Cl A (V) | 0.5 | $6.0M | 17k | 350.71 |
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| Amazon (AMZN) | 0.5 | $6.0M | -4% | 26k | 230.82 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $5.3M | +7% | 60k | 88.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $5.1M | +5% | 96k | 53.76 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.8M | 14k | 335.26 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $4.6M | +4% | 68k | 67.22 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $4.1M | 13k | 322.22 |
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| EQT Corporation (EQT) | 0.4 | $4.0M | 75k | 53.60 |
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| Netflix (NFLX) | 0.4 | $4.0M | +903% | 43k | 93.76 |
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| Meta Platforms Cl A (META) | 0.3 | $3.9M | 5.9k | 660.11 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $3.4M | -25% | 68k | 50.59 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.2M | -2% | 6.8k | 473.30 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $2.9M | +11% | 37k | 77.53 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.8M | -4% | 23k | 120.34 |
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| Royal Gold (RGLD) | 0.2 | $2.8M | NEW | 13k | 222.29 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.7M | +2% | 97k | 27.43 |
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| Moody's Corporation (MCO) | 0.2 | $2.6M | -5% | 5.1k | 510.85 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.5M | 23k | 106.70 |
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| Arista Networks Com Shs (ANET) | 0.2 | $2.4M | 18k | 131.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.3M | 10k | 219.78 |
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| Broadcom (AVGO) | 0.2 | $2.2M | -25% | 6.4k | 346.11 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.2M | +32% | 38k | 57.24 |
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| American Express Company (AXP) | 0.2 | $2.1M | 5.6k | 369.95 |
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| TJX Companies (TJX) | 0.2 | $2.1M | -11% | 13k | 153.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.0M | 5.1k | 396.31 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.0M | -7% | 65k | 30.96 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.0M | +91% | 14k | 143.97 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.0M | 36k | 54.71 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.9M | -12% | 3.4k | 570.84 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.9M | +2% | 31k | 62.47 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.9M | 27k | 69.42 |
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| Ishares Tr Large Cap Max Bu (MMAX) | 0.1 | $1.6M | 62k | 26.23 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.5M | 1.8k | 862.27 |
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| Runway Growth Finance Corp (RWAY) | 0.1 | $1.5M | 172k | 8.93 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.4M | -11% | 4.8k | 290.22 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.4M | 8.7k | 160.97 |
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| International Business Machines (IBM) | 0.1 | $1.4M | -9% | 4.7k | 296.21 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | +106% | 11k | 123.26 |
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| Ida (IDA) | 0.1 | $1.3M | 10k | 126.56 |
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| Home Depot (HD) | 0.1 | $1.3M | 3.8k | 344.13 |
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| Oracle Corporation (ORCL) | 0.1 | $1.3M | +4% | 6.4k | 194.90 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | -8% | 45k | 26.91 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | 8.5k | 135.14 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | -7% | 8.0k | 143.31 |
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| Bank of America Corporation (BAC) | 0.1 | $1.1M | 20k | 55.00 |
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| Chesapeake Energy Corp (EXE) | 0.1 | $1.0M | 9.4k | 110.36 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.0M | -4% | 14k | 73.48 |
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| Ishares Tr Large Cap Max Bu (SMAX) | 0.1 | $1.0M | +10% | 38k | 26.96 |
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| Ishares Tr Large Cap Max Bu (MAXJ) | 0.1 | $1.0M | 36k | 28.19 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | 5.6k | 183.40 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.0M | 6.6k | 154.15 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 9.7k | 105.26 |
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| Ishares Tr Large Cap Max Bu (DMAX) | 0.1 | $1.0M | 38k | 26.67 |
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| Globalstar Com New (GSAT) | 0.1 | $992k | 16k | 61.04 |
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| AutoNation (AN) | 0.1 | $983k | 4.8k | 206.48 |
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| Wal-Mart Stores (WMT) | 0.1 | $972k | 8.7k | 111.41 |
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| Caterpillar (CAT) | 0.1 | $922k | 1.6k | 572.87 |
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| Eli Lilly & Co. (LLY) | 0.1 | $911k | -17% | 848.00 | 1074.31 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $880k | 4.2k | 209.12 |
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| Ge Aerospace Com New (GE) | 0.1 | $857k | 2.8k | 308.03 |
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| Booking Holdings (BKNG) | 0.1 | $822k | 153.00 | 5371.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $804k | +2% | 1.6k | 487.87 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $786k | -13% | 30k | 26.23 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $766k | 8.0k | 96.28 |
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| Martin Marietta Materials (MLM) | 0.1 | $763k | -9% | 1.2k | 622.66 |
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| Sherwin-Williams Company (SHW) | 0.1 | $740k | 2.3k | 324.03 |
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| Ameriprise Financial (AMP) | 0.1 | $691k | 1.4k | 490.34 |
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| Boeing Company (BA) | 0.1 | $690k | 3.2k | 217.12 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $685k | 1.8k | 373.44 |
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| Applied Materials (AMAT) | 0.1 | $683k | 2.7k | 256.99 |
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| Philip Morris International (PM) | 0.1 | $675k | 4.2k | 160.40 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $655k | 10k | 64.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $651k | +124% | 3.4k | 191.57 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $621k | 5.3k | 117.20 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $608k | 6.1k | 99.88 |
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| Intel Corporation (INTC) | 0.1 | $603k | 16k | 36.90 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $602k | 893.00 | 673.82 |
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| Abbvie (ABBV) | 0.1 | $593k | 2.6k | 228.49 |
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| McDonald's Corporation (MCD) | 0.1 | $590k | -14% | 1.9k | 305.63 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $589k | 3.8k | 154.79 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $586k | 7.3k | 80.74 |
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| Johnson & Johnson (JNJ) | 0.1 | $584k | -8% | 2.8k | 206.95 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $575k | -14% | 18k | 32.80 |
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| Ensign (ENSG) | 0.1 | $573k | 3.3k | 174.20 |
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| Hamilton Insurance Group CL B (HG) | 0.1 | $565k | 20k | 27.90 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $551k | +9% | 11k | 50.58 |
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| General Mills (GIS) | 0.0 | $550k | 12k | 46.50 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $541k | +31% | 9.3k | 58.12 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $531k | 7.2k | 73.30 |
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| Suncor Energy (SU) | 0.0 | $528k | 12k | 44.36 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $526k | -12% | 2.7k | 198.62 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $524k | +2% | 22k | 24.04 |
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| 3M Company (MMM) | 0.0 | $521k | 3.3k | 160.10 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $516k | +3% | 3.5k | 148.69 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $513k | +99% | 2.4k | 212.07 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $508k | 4.3k | 119.36 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $496k | 856.00 | 579.45 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $495k | +119% | 12k | 40.23 |
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| Intuit (INTU) | 0.0 | $475k | -3% | 717.00 | 662.42 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $471k | 1.2k | 386.85 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $469k | 3.4k | 139.16 |
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| Jefferies Finl Group (JEF) | 0.0 | $468k | 7.5k | 61.97 |
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| Wec Energy Group (WEC) | 0.0 | $459k | 4.4k | 105.46 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $455k | -16% | 947.00 | 480.74 |
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| Lowe's Companies (LOW) | 0.0 | $455k | -4% | 1.9k | 241.16 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $438k | +7% | 2.5k | 177.75 |
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| McKesson Corporation (MCK) | 0.0 | $434k | -5% | 529.00 | 820.29 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $432k | 4.5k | 96.88 |
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| Amgen (AMGN) | 0.0 | $427k | 1.3k | 327.31 |
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| Allstate Corporation (ALL) | 0.0 | $421k | 2.0k | 208.15 |
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| Mongodb Cl A (MDB) | 0.0 | $420k | 1.0k | 419.69 |
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| Bristol Myers Squibb (BMY) | 0.0 | $418k | 7.8k | 53.94 |
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| Palo Alto Networks (PANW) | 0.0 | $413k | 2.2k | 184.18 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $406k | +612% | 8.2k | 49.65 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $404k | -6% | 7.4k | 54.77 |
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| Morgan Stanley Com New (MS) | 0.0 | $397k | 2.2k | 177.53 |
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| Goldman Sachs (GS) | 0.0 | $395k | +2% | 450.00 | 878.29 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $395k | 1.9k | 210.34 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $389k | 2.2k | 173.49 |
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| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $387k | 13k | 30.40 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $378k | 5.9k | 64.54 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $375k | -48% | 1.1k | 349.99 |
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| Stryker Corporation (SYK) | 0.0 | $367k | 1.0k | 351.33 |
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| Walt Disney Company (DIS) | 0.0 | $354k | 3.1k | 113.78 |
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| Citigroup Com New (C) | 0.0 | $351k | +2% | 3.0k | 116.69 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $342k | 3.5k | 96.27 |
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| Cummins (CMI) | 0.0 | $332k | 650.00 | 510.45 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $328k | -2% | 956.00 | 342.97 |
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| salesforce (CRM) | 0.0 | $324k | +2% | 1.2k | 264.91 |
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| Ge Vernova (GEV) | 0.0 | $322k | -15% | 493.00 | 653.57 |
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| Cisco Systems (CSCO) | 0.0 | $322k | 4.2k | 77.03 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $321k | 684.00 | 468.76 |
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| AutoZone (AZO) | 0.0 | $319k | 94.00 | 3391.50 |
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| Wells Fargo & Company (WFC) | 0.0 | $318k | +2% | 3.4k | 93.20 |
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| Micron Technology (MU) | 0.0 | $318k | +4% | 1.1k | 285.39 |
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| Linde SHS (LIN) | 0.0 | $314k | 736.00 | 426.39 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $313k | 6.5k | 47.79 |
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| Nucor Corporation (NUE) | 0.0 | $309k | -26% | 1.9k | 163.09 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $308k | 6.7k | 46.29 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.0 | $306k | 11k | 27.52 |
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| Pfizer (PFE) | 0.0 | $305k | +2% | 12k | 24.90 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $299k | 2.1k | 141.49 |
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| BP Sponsored Adr (BP) | 0.0 | $295k | -10% | 8.5k | 34.73 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $287k | +33% | 5.7k | 50.29 |
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| Honeywell International (HON) | 0.0 | $284k | 1.5k | 195.07 |
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| Nextera Energy (NEE) | 0.0 | $283k | 3.5k | 80.28 |
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| Pepsi (PEP) | 0.0 | $275k | +2% | 1.9k | 143.52 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $273k | 3.2k | 85.77 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $271k | 11k | 25.60 |
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| Waste Management (WM) | 0.0 | $270k | 1.2k | 219.71 |
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| Electronic Arts (EA) | 0.0 | $270k | 1.3k | 204.33 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $265k | 136k | 1.95 |
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| Yum! Brands (YUM) | 0.0 | $263k | 1.7k | 151.28 |
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| Manulife Finl Corp (MFC) | 0.0 | $261k | 7.2k | 36.28 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $259k | 2.6k | 100.34 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $254k | 1.2k | 211.79 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $251k | 7.7k | 32.62 |
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| PPL Corporation (PPL) | 0.0 | $249k | 7.1k | 35.02 |
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| Iren Ordinary Shares (IREN) | 0.0 | $240k | 6.4k | 37.77 |
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| Zions Bancorporation (ZION) | 0.0 | $237k | 4.1k | 58.54 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $235k | 8.8k | 26.57 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $230k | 7.7k | 29.89 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $230k | 2.6k | 88.70 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $230k | 1.6k | 143.52 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $229k | 504.00 | 453.36 |
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| S&p Global (SPGI) | 0.0 | $227k | +35% | 435.00 | 522.59 |
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| FedEx Corporation (FDX) | 0.0 | $224k | 777.00 | 288.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $220k | 1.2k | 191.01 |
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| Black Hills Corporation (BKH) | 0.0 | $218k | 3.1k | 69.41 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $218k | 4.6k | 46.92 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $217k | +108% | 1.8k | 119.41 |
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| Wayfair Cl A (W) | 0.0 | $211k | 2.1k | 100.41 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $210k | 3.0k | 69.48 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $203k | 420.00 | 483.67 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $196k | 1.4k | 141.06 |
|
|
| Norfolk Southern (NSC) | 0.0 | $196k | 677.00 | 288.72 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $195k | 2.1k | 93.00 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $192k | 2.3k | 82.49 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $192k | 2.3k | 82.82 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $188k | 12k | 16.24 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $185k | 6.8k | 27.21 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $184k | 605.00 | 303.89 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $181k | 1.7k | 104.04 |
|
|
| Cigna Corp (CI) | 0.0 | $180k | -2% | 652.00 | 275.23 |
|
| Autodesk (ADSK) | 0.0 | $179k | -11% | 604.00 | 296.01 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $178k | 3.0k | 59.08 |
|
|
| Toast Cl A (TOST) | 0.0 | $178k | 5.0k | 35.51 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $174k | 1.9k | 91.93 |
|
|
| PPG Industries (PPG) | 0.0 | $173k | 1.7k | 102.46 |
|
|
| Uber Technologies (UBER) | 0.0 | $170k | +6% | 2.1k | 81.69 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $170k | 2.1k | 81.03 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $168k | 1.8k | 92.80 |
|
|
| UnitedHealth (UNH) | 0.0 | $165k | -23% | 500.00 | 330.36 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $164k | -11% | 2.7k | 60.81 |
|
| Starwood Property Trust (STWD) | 0.0 | $163k | 9.0k | 18.01 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $163k | 1.6k | 104.07 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $162k | +115% | 3.6k | 44.71 |
|
| Kroger (KR) | 0.0 | $162k | 2.6k | 62.48 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $162k | 507.00 | 318.51 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $161k | 2.0k | 80.64 |
|
|
| Constellation Energy (CEG) | 0.0 | $160k | 453.00 | 353.27 |
|
|
| At&t (T) | 0.0 | $157k | +2% | 6.3k | 24.84 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $155k | +3% | 12k | 12.43 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $151k | 599.00 | 252.43 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $150k | 5.1k | 29.55 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $149k | 3.1k | 48.18 |
|
|
| Spdr Series Trust State Street Spd (SPLG) | 0.0 | $147k | +39% | 1.8k | 80.22 |
|
| First Financial Bankshares (FFIN) | 0.0 | $145k | 4.8k | 29.87 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $142k | +38% | 1.3k | 106.70 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $141k | 1.4k | 102.31 |
|
|
| Doordash Cl A (DASH) | 0.0 | $137k | +2% | 606.00 | 226.46 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $134k | 951.00 | 141.11 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $134k | +3% | 1.6k | 84.21 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $134k | +2% | 4.1k | 32.75 |
|
| CMS Energy Corporation (CMS) | 0.0 | $133k | 1.9k | 69.93 |
|
|
| Entergy Corporation (ETR) | 0.0 | $132k | 1.4k | 92.43 |
|
|
| American Electric Power Company (AEP) | 0.0 | $132k | 1.1k | 115.31 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $131k | +4% | 232.00 | 566.42 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $130k | 600.00 | 217.06 |
|
Past Filings by Crewe Advisors
SEC 13F filings are viewable for Crewe Advisors going back to 2017
- Crewe Advisors 2025 Q4 filed Jan. 16, 2026
- Crewe Advisors 2025 Q3 filed Nov. 13, 2025
- Crewe Advisors 2025 Q2 filed July 30, 2025
- Crewe Advisors 2025 Q1 filed April 23, 2025
- Crewe Advisors 2024 Q4 filed Jan. 27, 2025
- Crewe Advisors 2024 Q3 filed Nov. 12, 2024
- Crewe Advisors 2024 Q2 filed July 29, 2024
- Crewe Advisors 2024 Q1 filed May 14, 2024
- Crewe Advisors 2023 Q4 filed Feb. 9, 2024
- Crewe Advisors 2023 Q3 filed Nov. 9, 2023
- Crewe Advisors 2023 Q2 filed July 28, 2023
- Crewe Advisors 2023 Q1 filed May 12, 2023
- Crewe Advisors 2022 Q4 filed Feb. 8, 2023
- Crewe Advisors 2022 Q3 filed Nov. 14, 2022
- Crewe Advisors 2022 Q2 filed Aug. 2, 2022
- Crewe Advisors 2022 Q1 filed April 27, 2022