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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
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DEO icon
301
Diageo
DEO
$49.4B
$94.6K 0.01%
1,270
– –
MIDD icon
302
Middleby
MIDD
$6.11B
$94.1K 0.01%
710
– –
NDLS icon
303
Noodles & Co
NDLS
$88.2M
$94K 0.01%
+11,000
New +$65.2K
APO icon
304
Apollo Global Management
APO
$71.9B
$93.7K 0.01%
841
+36
+4% +$4.46K
AEHR icon
305
Aehr Test Systems
AEHR
$2.27B
$92.7K 0.01%
+2,500
New +$80K
LSF icon
306
Laird Superfood
LSF
$46.8M
$92.5K 0.01%
43,002
+27,002
+169% +$72.5K
MDLZ icon
307
Mondelez International
MDLZ
$80.2B
$91.8K 0.01%
1,593
-26
-2% -$1.51K
IOO icon
308
iShares Global 100 ETF
IOO
$8.72B
$91.5K 0.01%
756
– –
COWZ icon
309
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
$91.4K 0.01%
1,460
-54
-4% -$3.39K
ABT icon
310
Abbott
ABT
$187B
$89.4K 0.01%
871
-83
-9% -$9.37K
CARR icon
311
Carrier Global
CARR
$52.5B
$89.1K 0.01%
1,583
+47
+3% +$2.78K
WD icon
312
Walker & Dunlop
WD
$1.75B
$88.8K 0.01%
2,000
– –
INTU icon
313
Intuit
INTU
$85.6B
$88.6K 0.01%
205
-512
-71% -$244K
GSBD icon
314
Goldman Sachs BDC
GSBD
$1,000M
$88.3K 0.01%
+9,943
New +$91.8K
FIX icon
315
Comfort Systems
FIX
$57.2B
$88.3K 0.01%
64
-4
-6% -$5.08K
ADBE icon
316
Adobe
ADBE
$99B
$86.3K 0.01%
355
-716
-67% -$198K
IYW icon
317
iShares US Technology ETF
IYW
$23B
$86K 0.01%
474
– –
GM icon
318
General Motors
GM
$81.7B
$85.1K 0.01%
1,142
+31
+3% +$2.46K
AFL icon
319
Aflac
AFL
$65.9B
$84K 0.01%
766
– –
CL icon
320
Colgate-Palmolive
CL
$74.2B
$84K 0.01%
986
-90
-8% -$8.02K
DHR icon
321
Danaher
DHR
$140B
$83.4K 0.01%
440
+29
+7% +$6.18K
SPYG icon
322
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$83.2K 0.01%
850
-477
-36% -$49.7K
MOG.A icon
323
Moog Inc Class A
MOG.A
$13.1B
$82.8K 0.01%
283
+33
+13% +$10.1K
BOF icon
324
BranchOut Food
BOF
$60.7M
$82.5K 0.01%
25,000
+12,000
+92% +$41.6K
BIP icon
325
Brookfield Infrastructure Partners
BIP
$19.3B
$82.2K 0.01%
2,277
– –
11 12
13
14 15

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Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.