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Crewe Advisors Portfolio holdings
AUM
$1.38B
1-Year Est. Return
41.76%
This Fund
S&P 500
This Quarter
Est. Return
+16.99%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.38B
AUM Growth
+$209M
(+18%)
Cap. Flow
+$61.4M
Cap. Flow
% of AUM
4.45%
Top 10 Holdings %
Top 10 Hldgs %
54.26%
Holding
1,206
New
169
Increased
494
Reduced
129
Closed
71
Avg Time Held
6.7
quarters
Top 10 Avg Time Held
15.4
quarters
Top 20 Avg Time Held
14.3
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Hertz
HTZ
|
+$20.7M |
| 2 |
PACS Group
PACS
|
+$19.9M |
| 3 |
PGIM Ultra Short Bond ETF
PULS
|
+$8.53M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.45M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$3.13M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$15.5M |
| 2 |
ExxonMobil
XOM
|
+$4.2M |
| 3 |
Oracle
ORCL
|
+$1.87M |
| 4 |
Idacorp
IDA
|
+$1.48M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 65.24% |
| 2 | Healthcare | 10.92% |
| 3 | Technology | 8.88% |
| 4 | Financials | 5.99% |
| 5 | Communication Services | 2.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
251
Verizon
VZ
$178B
| $173K | 0.01% |
4,097
+676
| +20% | +$31.7K |
2025 Q3
3 quarters
|
|
252
Sterling Infrastructure
STRL
$15.3B
| $173K | 0.01% |
206
-61
| -23% | -$42.8K |
2025 Q3
3 quarters
|
|
253
Block Inc
XYZ
$46.2B
| $173K | 0.01% |
2,274
+1,062
| +88% | +$74.7K |
2024 Q1
9 quarters
|
|
|
HONA
254
Honeywell Aerospace
HONA
$49.8B
| $172K | 0.01% |
+776
| New | +$171K |
2026 Q2
0 quarters
|
|
255
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.44B
| $168K | 0.01% |
1,380
| – | – |
2024 Q1
9 quarters
|
|
256
First Financial Bankshares
FFIN
$4.41B
| $168K | 0.01% |
4,845
| – | – |
2017 Q4
34 quarters
|
|
257
Entergy
ETR
$49.7B
| $167K | 0.01% |
1,456
+20
| +1% | +$2.25K |
2024 Q1
9 quarters
|
|
258
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $164K | 0.01% |
2,050
+31
| +2% | +$2.48K |
2025 Q3
3 quarters
|
|
259
Invesco DB Agriculture Fund
DBA
$1.23B
| $161K | 0.01% |
6,048
+1,300
| +27% | +$35.5K |
2026 Q1
1 quarter
|
|
260
American Electric Power
AEP
$67.6B
| $160K | 0.01% |
1,172
-3
| -0.3% | -$395 |
2024 Q1
9 quarters
|
|
261
Altria Group
MO
$120B
| $159K | 0.01% |
2,209
+643
| +41% | +$44.9K |
2024 Q1
9 quarters
|
|
262
Vanguard Total International Stock ETF
VXUS
$162B
| $159K | 0.01% |
1,860
+1,820
| +4,550% | +$152K |
2026 Q1
1 quarter
|
|
263
Global X Copper Miners ETF NEW
COPX
$7.33B
| $158K | 0.01% |
2,056
+246
| +14% | +$20.5K |
2026 Q1
1 quarter
|
|
264
W.W. Grainger
GWW
$61.5B
| $156K | 0.01% |
115
+4
| +4% | +$4.93K |
2024 Q1
9 quarters
|
|
265
Wabtec
WAB
$48.3B
| $156K | 0.01% |
579
+163
| +39% | +$43.1K |
2025 Q3
3 quarters
|
|
266
AZZ Inc
AZZ
$4.14B
| $155K | 0.01% |
1,000
| – | – |
2024 Q1
9 quarters
|
|
267
Sprott Silver Miners & Physical Silver ETF
SLVR
$682M
| $154K | 0.01% |
+3,070
| New | +$182K |
2026 Q2
0 quarters
|
|
268
CMS Energy
CMS
$20.7B
| $154K | 0.01% |
2,010
+105
| +6% | +$7.87K |
2024 Q1
9 quarters
|
|
269
Cigna
CI
$74.9B
| $153K | 0.01% |
555
+5
| +0.9% | +$1.41K |
2025 Q3
3 quarters
|
|
270
iShares Select Dividend ETF
DVY
$22.6B
| $150K | 0.01% |
963
+6
| +0.6% | +$924 |
2017 Q4
34 quarters
|
|
271
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
| $150K | 0.01% |
4,142
+60
| +1% | +$2.14K |
2021 Q2
20 quarters
|
|
272
Cineverse
CNVS
$44M
| $149K | 0.01% |
50,000
+29,000
| +138% | +$74.5K |
2026 Q1
1 quarter
|
|
273
AT&T
T
$154B
| $148K | 0.01% |
7,151
+853
| +14% | +$21.2K |
2024 Q1
9 quarters
|
|
274
Kroger
KR
$36.9B
| $147K | 0.01% |
2,655
+83
| +3% | +$5.42K |
2024 Q1
9 quarters
|
|
275
PNC Financial Services
PNC
$88.3B
| $147K | 0.01% |
595
+27
| +5% | +$6.05K |
2024 Q1
9 quarters
|
|
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Crewe Advisors's Q2 2026 Portfolio in Review
As of Q2 2026, Crewe Advisors held 1,206 positions worth $1.38B, up 18% from $1.17B the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Crewe Advisors deployed $61.4M of net new capital in Q2 2026, opening 169 new positions and adding to 494 existing holdings. Its largest new stake was Hertz: 3,794,106 shares worth $8.59M.
By sector, the portfolio is most concentrated in Miscellaneous at 65% of assets, down from 68% a quarter earlier, followed by Healthcare and Technology.
On the sell side, the largest reduction was Oracle, an estimated $1.87M trimmed.
- Crewe Advisors's largest Q2 2026 buy was Hertz: 3,794,106 shares worth $8.59M.
- Crewe Advisors added most to PACS Group in Q2 2026, an estimated $19.9M increase.
- Crewe Advisors's biggest Q2 2026 reduction was Oracle, cutting an estimated $1.87M.
- Crewe Advisors fully exited BlackRock Short Maturity Municipal Bond ETF in Q2 2026, selling an estimated $15.5M.
- Crewe Advisors's ten largest holdings make up 54% of its $1.38B portfolio in Q2 2026.
- Crewe Advisors opened 169 new positions and closed 71 in Q2 2026.
- Crewe Advisors's portfolio value rose 18% quarter-over-quarter to $1.38B.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.