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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
+15.28%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.13B
AUM Growth
+$81M
Cap. Flow
+$17.2M
Cap. Flow %
1.52%
Top 10 Hldgs %
53.08%
Holding
1,139
New
174
Increased
328
Reduced
136
Closed
40

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.7M
2
RGLD icon
Royal Gold
RGLD
+$2.48M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.37M
4
BND icon
Vanguard Total Bond Market
BND
+$2.09M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.07M

Top Sells

Rank Stock Value
1
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$8.88M
2
SAND
Sandstorm Gold
SAND
+$2.5M
3
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.16M
4
TSLA icon
Tesla
TSLA
+$1.13M
5
AAPL icon
Apple
AAPL
+$867K

Sector Composition

Rank Sector Weight
1 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
426
Chubb
CB
$133B
$28.4K ﹤0.01%
91
+1
+1% +$292
NVS icon
427
Novartis
NVS
$299B
$28.4K ﹤0.01%
206
-616
-75% -$80.7K
APTV icon
428
Aptiv
APTV
$9.61B
$28.4K ﹤0.01%
373
– –
ARES icon
429
Ares Management
ARES
$32B
$28.3K ﹤0.01%
175
– –
AWI icon
430
Armstrong World Industries
AWI
$7.51B
$28.1K ﹤0.01%
147
– –
BINC icon
431
BlackRock Flexible Income ETF
BINC
$16.6B
$28K ﹤0.01%
530
-251
-32% -$13.3K
IR icon
432
Ingersoll Rand
IR
$31B
$27.2K ﹤0.01%
343
– –
MMYT icon
433
MakeMyTrip
MMYT
$5.56B
$27.1K ﹤0.01%
330
+8
+2% +$656
XT icon
434
iShares Future Exponential Technologies ETF
XT
$3.94B
$26.9K ﹤0.01%
385
– –
LGND icon
435
Ligand Pharmaceuticals
LGND
$5.74B
$26.8K ﹤0.01%
142
+9
+7% +$1.73K
BR icon
436
Broadridge
BR
$20.7B
$26.8K ﹤0.01%
120
-14
-10% -$3.19K
DFTX
437
Definium Therapeutics
DFTX
$5.88B
$26.8K ﹤0.01%
1,999
– –
OPEN icon
438
Opendoor
OPEN
$3.31B
$26.2K ﹤0.01%
4,500
-171
-4% -$1.23K
BIDD
439
iShares International Dividend Active ETF
BIDD
$419M
$26.2K ﹤0.01%
910
– –
LULU icon
440
lululemon athletica
LULU
$13.2B
$26K ﹤0.01%
125
-500
-80% -$90.6K
BOOT icon
441
Boot Barn
BOOT
$4.84B
$25.9K ﹤0.01%
147
+19
+15% +$3.54K
DIVO icon
442
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.94B
$25.9K ﹤0.01%
581
– –
HWM icon
443
Howmet Aerospace
HWM
$107B
$25.8K ﹤0.01%
126
+4
+3% +$796
UFOX
444
Defiance Space and Connective Tech ETF
UFOX
$863M
$25.5K ﹤0.01%
400
– –
DHI icon
445
D.R. Horton
DHI
$41.7B
$25.5K ﹤0.01%
177
+9
+5% +$1.37K
THC icon
446
Tenet Healthcare
THC
$22.1B
$25.4K ﹤0.01%
128
+13
+11% +$2.63K
NI icon
447
NiSource
NI
$19.7B
$25.4K ﹤0.01%
609
– –
ASTS icon
448
AST SpaceMobile
ASTS
$18B
$25.2K ﹤0.01%
+347
New +$24.8K
VGK icon
449
Vanguard FTSE Europe ETF
VGK
$31.2B
$25K ﹤0.01%
299
+16
+6% +$1.3K
AVAV icon
450
AeroVironment
AVAV
$7.46B
$24.9K ﹤0.01%
103
+7
+7% +$2.2K
16 17
18
19 20

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TCA
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Crewe Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Crewe Advisors held 1,139 positions worth $1.13B, up 7.7% from $1.05B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors's Q4 2025 filing shows 174 new, 328 increased, 136 reduced and 40 closed positions. Its largest new stake was Royal Gold: 12,484 shares worth $2.78M. The largest sale was PGIM Ultra Short Bond ETF, an estimated $8.88M.

By sector, the portfolio is most concentrated in Healthcare at 8.1% of assets, up from 2.3% a quarter earlier, followed by Technology and Financials.

  • Crewe Advisors's largest Q4 2025 buy was Royal Gold: 12,484 shares worth $2.78M.
  • Crewe Advisors added most to PACS Group in Q4 2025, an estimated $22.7M increase.
  • Crewe Advisors's biggest Q4 2025 reduction was PGIM Ultra Short Bond ETF, cutting an estimated $8.88M.
  • Crewe Advisors fully exited Sandstorm Gold in Q4 2025, selling an estimated $2.5M.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.13B portfolio in Q4 2025.
  • Crewe Advisors opened 174 new positions and closed 40 in Q4 2025.
  • Crewe Advisors's portfolio value rose 7.7% quarter-over-quarter to $1.13B.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.