Crewe Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$12.9M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$7.35M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$6M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$3.88M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$3.87M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$3.59M |
| 2 |
Salesforce
CRM
|
+$3.47M |
| 3 |
NVIDIA
NVDA
|
+$1.95M |
| 4 |
Advanced Micro Devices
AMD
|
+$1.57M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$985K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 21.68% |
| 2 | Financials | 7.07% |
| 3 | Technology | 4.81% |
| 4 | Energy | 3.71% |
| 5 | Consumer Discretionary | 2.51% |
Similar funds
Crewe Advisors's Q4 2022 Portfolio in Review
As of Q4 2022, Crewe Advisors held 1,346 positions worth $630M, up 14% from $553M the previous quarter. Its ten largest holdings account for 59% of the portfolio.
Crewe Advisors deployed $32M of net new capital in Q4 2022, opening 57 new positions and adding to 161 existing holdings. Its largest new stake was State Street Real Estate Select Sector SPDR ETF: 2,170 shares worth $80.1K.
By sector, the portfolio is most concentrated in Healthcare at 22% of assets, up from 21% a quarter earlier, followed by Financials and Technology.
On the sell side, the largest reduction was Berkshire Hathaway Class A, an estimated $3.59M trimmed.
- Crewe Advisors's largest Q4 2022 buy was State Street Real Estate Select Sector SPDR ETF: 2,170 shares worth $80.1K.
- Crewe Advisors added most to iShares Core MSCI EAFE ETF in Q4 2022, an estimated $12.9M increase.
- Crewe Advisors's biggest Q4 2022 reduction was Berkshire Hathaway Class A, cutting an estimated $3.59M.
- Crewe Advisors fully exited iShares US Treasury Bond ETF in Q4 2022, selling an estimated $441K.
- Crewe Advisors's ten largest holdings make up 59% of its $630M portfolio in Q4 2022.
- Crewe Advisors opened 57 new positions and closed 327 in Q4 2022.
- Crewe Advisors's portfolio value rose 14% quarter-over-quarter to $630M.
Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.