Crewe Advisors
Latest statistics and disclosures from Crewe Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, SPY, IJH, PULS, IEFA, and represent 33.53% of Crewe Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$132M), MSFT (+$31M), CVX (+$19M), PULS (+$18M), GOOG (+$13M), GOOGL (+$7.1M), BRK.B (+$6.1M), V (+$5.8M), NFLX (+$5.1M), JPM.
- Started 327 new stock positions in TD, HDB, OLLI, AVGO, LULU, JBBB, LYG, FER, EXPE, JEPQ.
- Reduced shares in these 10 stocks: VOO, BXMT, TSLA, IJK, VO, VTV, VWO, JEPI, INTC, MCO.
- Sold out of its positions in AYI, ARE, AMTM, ADI, NLY, ASH, ADP, BKR, BXMT, BWA.
- Crewe Advisors was a net buyer of stock by $293M.
- Crewe Advisors has $1.0B in assets under management (AUM), dropping by 48.24%.
- Central Index Key (CIK): 0001730033
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Portfolio Holdings for Crewe Advisors
Crewe Advisors holds 964 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Crewe Advisors has 964 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Crewe Advisors Sept. 30, 2025 positions
- Download the Crewe Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.6 | $132M | NEW | 197k | 669.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.5 | $68M | +5% | 102k | 666.18 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.6 | $59M | +2% | 902k | 65.26 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 4.5 | $47M | +63% | 940k | 49.83 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.4 | $46M | +3% | 528k | 87.31 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.1 | $43M | +7% | 577k | 74.37 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.0 | $42M | +7% | 56.00 | 754200.00 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 3.6 | $38M | 322k | 118.44 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.3 | $34M | 738k | 46.42 |
|
|
| Microsoft Corporation (MSFT) | 3.0 | $31M | NEW | 60k | 517.95 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.9 | $30M | 50k | 596.03 |
|
|
| Apple (AAPL) | 2.6 | $27M | 106k | 254.63 |
|
|
| Ishares Tr National Mun Etf (MUB) | 2.1 | $22M | 209k | 106.49 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.1 | $22M | 86k | 254.28 |
|
|
| Tesla Motors (TSLA) | 1.8 | $19M | -5% | 42k | 444.72 |
|
| Chevron Corporation (CVX) | 1.8 | $19M | NEW | 120k | 155.29 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.7 | $18M | 73k | 241.96 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.6 | $17M | +3% | 142k | 118.83 |
|
| Pacs Group Com Shs (PACS) | 1.5 | $15M | 1.1M | 13.73 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 1.5 | $15M | 20k | 746.63 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $13M | NEW | 54k | 243.55 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $13M | +90% | 26k | 502.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $12M | 20k | 600.37 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 1.0 | $10M | 148k | 69.37 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.9 | $9.0M | +3% | 138k | 65.00 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $7.9M | +7% | 85k | 93.37 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $7.7M | +4% | 91k | 84.11 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.7 | $7.5M | -13% | 12k | 612.37 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $7.1M | NEW | 29k | 243.10 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $6.6M | +13% | 35k | 186.58 |
|
| Advanced Micro Devices (AMD) | 0.6 | $6.3M | +2% | 39k | 161.79 |
|
| Amazon (AMZN) | 0.6 | $6.0M | 27k | 219.57 |
|
|
| Visa Com Cl A (V) | 0.6 | $5.8M | NEW | 17k | 341.38 |
|
| Netflix (NFLX) | 0.5 | $5.1M | NEW | 4.3k | 1198.87 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $5.1M | 56k | 91.42 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $4.9M | -8% | 91k | 54.18 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $4.7M | +10% | 14k | 328.17 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.4 | $4.6M | +10% | 91k | 50.73 |
|
| Meta Platforms Cl A (META) | 0.4 | $4.3M | +2% | 5.9k | 734.38 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $4.3M | -2% | 65k | 65.92 |
|
| EQT Corporation (EQT) | 0.4 | $4.1M | 75k | 54.43 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.9M | NEW | 13k | 315.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $3.3M | +6% | 7.0k | 468.41 |
|
| Broadcom (AVGO) | 0.3 | $2.9M | NEW | 8.7k | 329.92 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.7M | +2% | 24k | 112.75 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $2.7M | NEW | 18k | 145.71 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $2.6M | 95k | 27.30 |
|
|
| Moody's Corporation (MCO) | 0.2 | $2.6M | -9% | 5.4k | 476.48 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.6M | 33k | 76.72 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.5M | +326% | 24k | 106.78 |
|
| Sandstorm Gold Com New (SAND) | 0.2 | $2.5M | 200k | 12.52 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.2M | NEW | 10k | 215.79 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.2M | +5% | 70k | 31.62 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | NEW | 3.9k | 568.85 |
|
| TJX Companies (TJX) | 0.2 | $2.2M | 15k | 144.54 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $2.0M | +4% | 7.2k | 281.84 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.9M | +3% | 36k | 53.40 |
|
| American Express Company (AXP) | 0.2 | $1.9M | +3% | 5.6k | 332.17 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.8M | +2% | 27k | 68.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.8M | 5.1k | 355.47 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | 30k | 59.92 |
|
|
| Runway Growth Finance Corp (RWAY) | 0.2 | $1.7M | 172k | 10.16 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $1.7M | NEW | 6.1k | 281.25 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.6M | -19% | 29k | 57.10 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.6M | +3% | 1.8k | 925.78 |
|
| Ishares Tr Large Cap Max Bu (MMAX) | 0.2 | $1.6M | 62k | 26.13 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.6M | -24% | 5.4k | 293.74 |
|
| Home Depot (HD) | 0.1 | $1.5M | NEW | 3.8k | 405.19 |
|
| International Business Machines (IBM) | 0.1 | $1.5M | 5.1k | 282.16 |
|
|
| Ida (IDA) | 0.1 | $1.4M | +4% | 10k | 132.15 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.3M | 8.6k | 153.65 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.3M | 49k | 26.34 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.3M | NEW | 8.6k | 148.61 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.1M | +16% | 6.6k | 170.86 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.1M | 15k | 71.53 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.0M | NEW | 8.4k | 123.75 |
|
| AutoNation (AN) | 0.1 | $1.0M | 4.8k | 218.77 |
|
|
| Ishares Tr Large Cap Max Bu (MAXJ) | 0.1 | $1.0M | NEW | 36k | 28.05 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.0M | NEW | 20k | 51.59 |
|
| Chesapeake Energy Corp (EXE) | 0.1 | $1.0M | 9.4k | 106.24 |
|
|
| Ishares Tr Large Cap Max Bu (DMAX) | 0.1 | $999k | 38k | 26.42 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $938k | 5.6k | 167.33 |
|
|
| Ishares Tr Large Cap Max Bu (SMAX) | 0.1 | $921k | 34k | 26.78 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $899k | +9% | 8.7k | 103.06 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $893k | 35k | 25.71 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $881k | 4.2k | 209.34 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $858k | NEW | 1.4k | 630.28 |
|
| Ge Aerospace Com New (GE) | 0.1 | $831k | NEW | 2.8k | 300.82 |
|
| Booking Holdings (BKNG) | 0.1 | $827k | 153.00 | 5405.97 |
|
|
| Merck & Co (MRK) | 0.1 | $808k | 9.6k | 83.93 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $794k | NEW | 2.3k | 346.26 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $780k | NEW | 1.0k | 763.19 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $774k | +6% | 1.6k | 479.62 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $761k | +4% | 8.0k | 95.19 |
|
| Caterpillar (CAT) | 0.1 | $761k | NEW | 1.6k | 477.15 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $728k | NEW | 2.1k | 352.75 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $701k | 10k | 68.81 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $692k | +2% | 1.4k | 491.25 |
|
| McDonald's Corporation (MCD) | 0.1 | $683k | -8% | 2.2k | 303.89 |
|
| Boeing Company (BA) | 0.1 | $679k | NEW | 3.1k | 215.83 |
|
| Philip Morris International (PM) | 0.1 | $676k | NEW | 4.2k | 162.20 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $670k | +29% | 1.8k | 365.48 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $659k | 21k | 32.12 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $649k | 5.2k | 123.75 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $637k | -2% | 5.3k | 120.72 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $632k | NEW | 880.00 | 718.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $617k | 6.2k | 100.25 |
|
|
| Abbvie (ABBV) | 0.1 | $595k | +4% | 2.6k | 231.54 |
|
| General Mills (GIS) | 0.1 | $595k | 12k | 50.42 |
|
|
| Globalstar Com New (GSAT) | 0.1 | $592k | NEW | 16k | 36.39 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $591k | 3.0k | 194.50 |
|
|
| Ishares Msci Jpn Etf New (EWJ) | 0.1 | $583k | +35% | 7.3k | 80.21 |
|
| Johnson & Johnson (JNJ) | 0.1 | $574k | 3.1k | 185.42 |
|
|
| Ensign (ENSG) | 0.1 | $568k | 3.3k | 172.77 |
|
|
| Intel Corporation (INTC) | 0.1 | $550k | -35% | 16k | 33.55 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $539k | +2% | 3.9k | 139.18 |
|
| Applied Materials (AMAT) | 0.1 | $539k | NEW | 2.6k | 204.74 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $529k | +15% | 1.1k | 463.60 |
|
| Intuit (INTU) | 0.0 | $509k | 745.00 | 682.91 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $507k | +80% | 10k | 50.78 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $505k | 7.2k | 69.61 |
|
|
| 3M Company (MMM) | 0.0 | $503k | 3.2k | 155.18 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $502k | NEW | 4.2k | 119.50 |
|
| Hamilton Insurance Group CL B (HG) | 0.0 | $502k | 20k | 24.80 |
|
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| Suncor Energy (SU) | 0.0 | $498k | +10% | 12k | 41.81 |
|
| Lowe's Companies (LOW) | 0.0 | $496k | NEW | 2.0k | 251.31 |
|
| Wec Energy Group (WEC) | 0.0 | $495k | 4.3k | 114.58 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $495k | 21k | 23.28 |
|
|
| Jefferies Finl Group (JEF) | 0.0 | $494k | 7.5k | 65.42 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $487k | 3.3k | 145.65 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $472k | -5% | 3.4k | 140.05 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $461k | 1.2k | 378.94 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $453k | +4% | 2.2k | 203.60 |
|
| Allstate Corporation (ALL) | 0.0 | $432k | -4% | 2.0k | 214.65 |
|
| McKesson Corporation (MCK) | 0.0 | $430k | +12% | 557.00 | 772.54 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $428k | -55% | 4.5k | 95.89 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $425k | +9% | 7.9k | 53.87 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $417k | +196% | 2.3k | 182.42 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $416k | -3% | 2.3k | 183.73 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $415k | NEW | 856.00 | 485.02 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $406k | NEW | 7.1k | 57.52 |
|
| AutoZone (AZO) | 0.0 | $403k | +20% | 94.00 | 4290.24 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $383k | +57% | 1.9k | 203.59 |
|
| Stryker Corporation (SYK) | 0.0 | $382k | 1.0k | 369.52 |
|
|
| Amgen (AMGN) | 0.0 | $365k | 1.3k | 282.20 |
|
|
| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $363k | +216% | 13k | 28.54 |
|
| Ge Vernova (GEV) | 0.0 | $357k | 580.00 | 614.90 |
|
|
| Linde SHS (LIN) | 0.0 | $354k | NEW | 745.00 | 475.00 |
|
| Walt Disney Company (DIS) | 0.0 | $354k | -6% | 3.1k | 114.51 |
|
| Nucor Corporation (NUE) | 0.0 | $352k | +13% | 2.6k | 135.42 |
|
| Goldman Sachs (GS) | 0.0 | $352k | +34% | 441.00 | 796.97 |
|
| Morgan Stanley Com New (MS) | 0.0 | $351k | NEW | 2.2k | 158.96 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $345k | NEW | 7.7k | 45.10 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $343k | 3.5k | 96.55 |
|
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $340k | 5.8k | 58.61 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $332k | +16825% | 677.00 | 490.38 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $326k | 980.00 | 332.84 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $325k | 9.4k | 34.46 |
|
|
| Palladyne Ai Corp Com New (PDYN) | 0.0 | $324k | NEW | 38k | 8.59 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $312k | +164% | 6.5k | 47.63 |
|
| Mongodb Cl A (MDB) | 0.0 | $311k | 1.0k | 310.38 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $304k | NEW | 11k | 28.79 |
|
| Pfizer (PFE) | 0.0 | $304k | -10% | 12k | 25.48 |
|
| Honeywell International (HON) | 0.0 | $304k | +17% | 1.4k | 210.44 |
|
| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.0 | $299k | -3% | 11k | 26.94 |
|
| Citigroup Com New (C) | 0.0 | $299k | NEW | 2.9k | 101.50 |
|
| Iren Ordinary Shares (IREN) | 0.0 | $298k | 6.4k | 46.93 |
|
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $294k | 6.7k | 44.20 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $292k | 2.1k | 138.24 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $288k | +69300% | 2.1k | 138.52 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $287k | -7% | 1.5k | 189.72 |
|
| Cisco Systems (CSCO) | 0.0 | $284k | -33% | 4.1k | 68.42 |
|
| salesforce (CRM) | 0.0 | $283k | +17% | 1.2k | 237.00 |
|
| Wells Fargo & Company (WFC) | 0.0 | $278k | NEW | 3.3k | 83.82 |
|
| Waste Management (WM) | 0.0 | $271k | -3% | 1.2k | 220.83 |
|
| Cummins (CMI) | 0.0 | $270k | +21% | 640.00 | 422.37 |
|
| Electronic Arts (EA) | 0.0 | $266k | NEW | 1.3k | 201.70 |
|
| Nextera Energy (NEE) | 0.0 | $264k | -3% | 3.5k | 75.49 |
|
| PPL Corporation (PPL) | 0.0 | $263k | 7.1k | 37.16 |
|
|
| Pepsi (PEP) | 0.0 | $263k | -10% | 1.9k | 140.44 |
|
| Yum! Brands (YUM) | 0.0 | $262k | 1.7k | 152.00 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $259k | -2% | 2.6k | 100.69 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $251k | -2% | 1.2k | 206.51 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $250k | +67% | 1.2k | 208.71 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $246k | +3% | 7.7k | 31.91 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $243k | -8% | 3.2k | 76.40 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.0 | $241k | +23% | 5.2k | 46.71 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $240k | +310% | 7.6k | 31.42 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $231k | 2.6k | 89.66 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $229k | +2% | 4.1k | 56.58 |
|
| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $228k | 8.8k | 25.74 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $226k | -24% | 1.6k | 140.95 |
|
| UnitedHealth (UNH) | 0.0 | $225k | -5% | 650.00 | 345.36 |
|
| Manulife Finl Corp (MFC) | 0.0 | $224k | 7.2k | 31.15 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $221k | NEW | 5.6k | 39.54 |
|
| Fiserv (FI) | 0.0 | $221k | -6% | 1.7k | 128.93 |
|
| Viking Therapeutics (VKTX) | 0.0 | $219k | 8.3k | 26.28 |
|
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| Autodesk (ADSK) | 0.0 | $217k | +27% | 684.00 | 317.67 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $215k | -70% | 1.2k | 186.50 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $214k | 4.3k | 50.07 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $210k | 4.6k | 45.21 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $209k | -4% | 419.00 | 499.21 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $208k | +22% | 868.00 | 239.64 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.0 | $203k | 3.0k | 67.26 |
|
|
| Norfolk Southern (NSC) | 0.0 | $203k | 675.00 | 300.41 |
|
|
| Domo Com Cl B (DOMO) | 0.0 | $203k | 13k | 15.84 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $199k | 842.00 | 236.37 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $196k | +27% | 501.00 | 391.64 |
|
| Cigna Corp (CI) | 0.0 | $193k | NEW | 671.00 | 288.25 |
|
| Black Hills Corporation (BKH) | 0.0 | $193k | 3.1k | 61.59 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $192k | -4% | 2.3k | 82.96 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $191k | 1.4k | 137.80 |
|
|
| Uber Technologies (UBER) | 0.0 | $191k | +122% | 2.0k | 97.96 |
|
| Eaton Corp SHS (ETN) | 0.0 | $189k | NEW | 505.00 | 374.25 |
|
| Wayfair Cl A (W) | 0.0 | $188k | +445% | 2.1k | 89.33 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $187k | 2.3k | 80.18 |
|
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $183k | 2.1k | 87.23 |
|
|
| Toast Cl A (TOST) | 0.0 | $183k | 5.0k | 36.51 |
|
|
| FedEx Corporation (FDX) | 0.0 | $183k | 774.00 | 235.81 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $182k | 1.7k | 104.30 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $179k | 3.0k | 59.20 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $179k | 6.8k | 26.30 |
|
|
| Micron Technology (MU) | 0.0 | $178k | +76% | 1.1k | 167.30 |
|
| PPG Industries (PPG) | 0.0 | $177k | 1.7k | 105.11 |
|
|
| At&t (T) | 0.0 | $175k | 6.2k | 28.24 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $174k | 9.0k | 19.37 |
|
|
| Kroger (KR) | 0.0 | $173k | 2.6k | 67.41 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $173k | 12k | 14.96 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $170k | +2% | 1.8k | 93.75 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $169k | NEW | 606.00 | 279.29 |
|
| Aspire Biopharma Hldgs (ASBP) | 0.0 | $168k | +29% | 813k | 0.21 |
|
| Walker & Dunlop (WD) | 0.0 | $167k | 2.0k | 83.62 |
|
|
| First Financial Bankshares (FFIN) | 0.0 | $163k | 4.8k | 33.65 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $161k | 1.6k | 103.07 |
|
|
| Doordash Cl A (DASH) | 0.0 | $161k | +9733% | 590.00 | 271.99 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $159k | NEW | 2.0k | 81.20 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $158k | 3.0k | 52.53 |
|
|
| S&p Global (SPGI) | 0.0 | $157k | -3% | 322.00 | 486.71 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $153k | 12k | 12.77 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $152k | NEW | 599.00 | 254.09 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $151k | 5.1k | 29.62 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $150k | +2% | 1.7k | 89.34 |
|
| Constellation Energy (CEG) | 0.0 | $149k | +6% | 452.00 | 329.07 |
|
| Zoetis Cl A (ZTS) | 0.0 | $146k | NEW | 999.00 | 146.32 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $144k | NEW | 1.9k | 76.72 |
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $142k | 3.1k | 45.78 |
|
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $140k | 1.4k | 101.61 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $140k | 1.9k | 73.26 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $137k | 225.00 | 609.32 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $137k | 600.00 | 227.73 |
|
Past Filings by Crewe Advisors
SEC 13F filings are viewable for Crewe Advisors going back to 2017
- 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
- Crewe Advisors 2021 Q4 filed Feb. 10, 2022