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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
EVV
551
Eaton Vance Limited Duration Income Fund
EVV
$1.06B
$16.9K ﹤0.01%
1,789
+40
+2% +$390
QRVO icon
552
Qorvo
QRVO
$8.09B
$16.9K ﹤0.01%
218
– –
FTXL icon
553
First Trust Nasdaq Semiconductor ETF
FTXL
$2.05B
$16.7K ﹤0.01%
113
– –
CRSP icon
554
CRISPR Therapeutics
CRSP
$4.68B
$16.6K ﹤0.01%
350
+100
+40% +$5.27K
EXC icon
555
Exelon
EXC
$48.4B
$16.6K ﹤0.01%
338
+204
+152% +$9.49K
ED icon
556
Consolidated Edison
ED
$41.3B
$16.5K ﹤0.01%
146
+100
+217% +$10.8K
DFAE icon
557
Dimensional Emerging Core Equity Market ETF
DFAE
$9.1B
$16.5K ﹤0.01%
488
– –
VTS icon
558
Vitesse Energy
VTS
$626M
$16.1K ﹤0.01%
888
– –
MRVL icon
559
Marvell Technology
MRVL
$157B
$15.9K ﹤0.01%
161
+57
+55% +$4.79K
SPMB icon
560
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$7B
$15.9K ﹤0.01%
710
-854
-55% -$19.2K
NUMV icon
561
Nuveen ESG Mid-Cap Value ETF
NUMV
$455M
$15.9K ﹤0.01%
410
– –
USMV icon
562
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$15.8K ﹤0.01%
171
– –
MMSI icon
563
Merit Medical Systems
MMSI
$4.67B
$15.7K ﹤0.01%
228
+80
+54% +$6.25K
CXT icon
564
Crane NXT
CXT
$3.14B
$15.6K ﹤0.01%
385
+117
+44% +$5.68K
CRDO icon
565
Credo Technology Group
CRDO
$35.9B
$15.6K ﹤0.01%
166
-5
-3% -$609
BRCC icon
566
BRC Inc
BRCC
$118M
$15.5K ﹤0.01%
+20,000
New +$16.8K
ITGR icon
567
Integer Holdings
ITGR
$3.41B
$15.5K ﹤0.01%
176
– –
COR icon
568
Cencora
COR
$62.2B
$15.4K ﹤0.01%
49
– –
ORLY icon
569
O'Reilly Automotive
ORLY
$75.6B
$15.3K ﹤0.01%
166
+54
+48% +$5.06K
COWG icon
570
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.19B
$15.2K ﹤0.01%
451
+1
+0.2% +$35
BCS icon
571
Barclays
BCS
$91B
$15.1K ﹤0.01%
714
– –
UFPT icon
572
UFP Technologies
UFPT
$2B
$15.1K ﹤0.01%
78
+21
+37% +$4.86K
EWW icon
573
iShares MSCI Mexico ETF
EWW
$1.92B
$15K ﹤0.01%
200
– –
NUSC icon
574
Nuveen ESG Small-Cap ETF
NUSC
$1.29B
$14.8K ﹤0.01%
329
– –
ARLP icon
575
Alliance Resource Partners
ARLP
$3.33B
$14.7K ﹤0.01%
530
– –
21 22
23
24 25

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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.