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Crewe Advisors Portfolio holdings
AUM
$1.38B
Turnover
19.9%
1-Year Est. Return
41.76%
This Fund
S&P 500
This Quarter Est. Return
+7.87%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.05B
AUM Growth
+$341M
(+48%)
Cap. Flow
+$283M
Cap. Flow % of AUM
Cap. Flow %
26.97%
Top 10 Holdings %
Top 10 Hldgs %
51.54%
Holding
1,072
New
325
Increased
213
Reduced
145
Closed
108
Avg Time Held
1.4
years
Top 10 Avg Time Held
3.1
years
Top 20 Avg Time Held
3.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$127M |
| 2 |
Microsoft
MSFT
|
+$30.7M |
| 3 |
Chevron
CVX
|
+$18.5M |
| 4 |
PGIM Ultra Short Bond ETF
PULS
|
+$18.1M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$11.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.17M |
| 2 |
Blackstone Mortgage Trust
BXMT
|
+$1.08M |
| 3 |
Tesla
TSLA
|
+$839K |
| 4 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$513K |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$510K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 69.61% |
| 2 | Technology | 8.66% |
| 3 | Financials | 7.88% |
| 4 | Consumer Discretionary | 3.23% |
| 5 | Communication Services | 3.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
iShares MSCI EAFE ETF
EFA
$76.9B
| $7.94M | 0.76% |
85,035
+5,956
| +8% | +$541K |
2018 Q3
28 quarters
|
|
27
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.2B
| $7.69M | 0.73% |
91,413
+4,024
| +5% | +$335K |
2025 Q2
1 quarter
|
|
|
28
Vanguard S&P 500 ETF
VOO
$1.03T
| $7.49M | 0.71% |
12,224
-1,983
| -14% | -$1.17M |
2018 Q3
28 quarters
|
|
29
Alphabet (Google) Class A
GOOGL
$4.17T
| $7.07M | 0.67% |
+29,077
| New | +$6.09M |
2025 Q3
0 quarters
|
|
30
NVIDIA
NVDA
$5.17T
| $6.56M | 0.63% |
35,144
+4,052
| +13% | +$706K |
2024 Q4
3 quarters
|
|
31
Advanced Micro Devices
AMD
$863B
| $6.34M | 0.61% |
39,198
+954
| +2% | +$154K |
2024 Q1
6 quarters
|
|
32
Amazon
AMZN
$2.7T
| $5.97M | 0.57% |
27,184
+259
| +1% | +$58.6K |
2025 Q2
1 quarter
|
|
33
Visa
V
$756B
| $5.82M | 0.56% |
+17,054
| New | +$5.9M |
2025 Q3
0 quarters
|
|
34
Netflix
NFLX
$294B
| $5.12M | 0.49% |
+42,730
| New | +$5.22M |
2025 Q3
0 quarters
|
|
35
Vanguard Real Estate ETF
VNQ
$36.8B
| $5.12M | 0.49% |
55,951
-404
| -0.7% | -$36.6K |
2017 Q4
31 quarters
|
|
36
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $4.92M | 0.47% |
90,865
-8,525
| -9% | -$439K |
2017 Q4
31 quarters
|
|
37
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
| $4.73M | 0.45% |
14,418
+1,362
| +10% | +$430K |
2017 Q4
31 quarters
|
|
38
JPMorgan Ultra-Short Income ETF
JPST
$42.4B
| $4.62M | 0.44% |
91,098
+8,510
| +10% | +$431K |
2020 Q3
20 quarters
|
|
39
Meta Platforms (Facebook)
META
$1.81T
| $4.3M | 0.41% |
5,862
+144
| +3% | +$107K |
2025 Q2
1 quarter
|
|
40
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
| $4.3M | 0.41% |
65,189
-1,911
| -3% | -$119K |
2020 Q3
20 quarters
|
|
41
EQT Corp
EQT
$34B
| $4.09M | 0.39% |
75,120
-2
| -0% | -$106 |
2024 Q1
6 quarters
|
|
42
JPMorgan Chase
JPM
$902B
| $3.95M | 0.38% |
+12,517
| New | +$3.72M |
2025 Q3
0 quarters
|
|
43
iShares Russell 1000 Growth ETF
IWF
$124B
| $3.27M | 0.31% |
27,952
+1,716
| +7% | +$191K |
2022 Q1
14 quarters
|
|
44
Broadcom
AVGO
$1.57T
| $2.85M | 0.27% |
+8,653
| New | +$2.65M |
2025 Q3
0 quarters
|
|
45
ExxonMobil
XOM
$736B
| $2.74M | 0.26% |
24,279
+688
| +3% | +$76.5K |
2024 Q1
6 quarters
|
|
46
Arista Networks
ANET
$223B
| $2.67M | 0.25% |
+18,318
| New | +$2.36M |
2025 Q3
0 quarters
|
|
47
Schwab US Dividend Equity ETF
SCHD
$115B
| $2.6M | 0.25% |
95,177
-394
| -0.4% | -$10.7K |
2022 Q1
14 quarters
|
|
48
Moody's
MCO
$84B
| $2.58M | 0.25% |
5,420
-602
| -10% | -$303K |
2024 Q1
6 quarters
|
|
49
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.8B
| $2.55M | 0.24% |
33,289
+129
| +0.4% | +$9.7K |
2017 Q4
31 quarters
|
|
50
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
| $2.52M | 0.24% |
23,627
+18,092
| +327% | +$1.93M |
2023 Q4
7 quarters
|
|
Similar funds
TAM
Crewe Advisors's Q3 2025 Portfolio in Review
As of Q3 2025, Crewe Advisors held 1,072 positions worth $1.05B, up 48% from $707M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Crewe Advisors deployed $283M of net new capital in Q3 2025, opening 325 new positions and adding to 213 existing holdings. Its largest new stake was iShares Core S&P 500 ETF: 196,850 shares worth $132M.
By sector, the portfolio is most concentrated in Miscellaneous at 70% of assets, down from 75% a quarter earlier, followed by Technology and Financials.
On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $1.17M trimmed.
- Crewe Advisors's largest Q3 2025 buy was iShares Core S&P 500 ETF: 196,850 shares worth $132M.
- Crewe Advisors added most to PGIM Ultra Short Bond ETF in Q3 2025, an estimated $18.1M increase.
- Crewe Advisors's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.17M.
- Crewe Advisors fully exited Blackstone Mortgage Trust in Q3 2025, selling an estimated $1.08M.
- Crewe Advisors's ten largest holdings make up 52% of its $1.05B portfolio in Q3 2025.
- Crewe Advisors opened 325 new positions and closed 108 in Q3 2025.
- Crewe Advisors's portfolio value rose 48% quarter-over-quarter to $1.05B.
Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.