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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 | |
|---|---|---|---|---|---|---|---|
51
DELISTED
Sandstorm Gold
SAND
| $2.5M | 0.24% |
199,746
| – | – |
2022 Q3
12 quarters
|
|
52
Vanguard Dividend Appreciation ETF
VIG
$113B
| $2.23M | 0.21% |
+10,356
| New | +$2.17M |
2025 Q3
0 quarters
|
|
53
iShares Preferred and Income Securities ETF
PFF
$12B
| $2.22M | 0.21% |
70,109
+3,614
| +5% | +$114K |
2017 Q4
31 quarters
|
|
54
Mastercard
MA
$541B
| $2.21M | 0.21% |
+3,880
| New | +$2.23M |
2025 Q3
0 quarters
|
|
55
TJX Companies
TJX
$162B
| $2.18M | 0.21% |
15,073
-153
| -1% | -$20.3K |
2024 Q4
3 quarters
|
|
56
State Street Technology Select Sector SPDR ETF
XLK
$121B
| $2.03M | 0.19% |
14,404
+608
| +4% | +$80.5K |
2021 Q4
15 quarters
|
|
57
iShares MSCI Emerging Markets ETF
EEM
$29.1B
| $1.92M | 0.18% |
35,863
+1,229
| +4% | +$61.7K |
2017 Q4
31 quarters
|
|
58
American Express
AXP
$212B
| $1.87M | 0.18% |
5,634
+170
| +3% | +$54.1K |
2024 Q1
6 quarters
|
|
59
iShares Core Dividend Growth ETF
DGRO
$44B
| $1.85M | 0.18% |
27,134
+576
| +2% | +$38.1K |
2020 Q3
20 quarters
|
|
60
SPDR Gold Trust
GLD
$141B
| $1.82M | 0.17% |
5,121
+19
| +0.4% | +$6.06K |
2017 Q4
31 quarters
|
|
61
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $1.8M | 0.17% |
30,036
| – | – |
2017 Q4
31 quarters
|
|
62
Runway Growth Finance
RWAY
$265M
| $1.75M | 0.17% |
172,002
| – | – |
2024 Q3
4 quarters
|
|
63
Oracle
ORCL
$389B
| $1.73M | 0.16% |
+6,138
| New | +$1.56M |
2025 Q3
0 quarters
|
|
64
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
| $1.65M | 0.16% |
28,892
-6,897
| -19% | -$392K |
2022 Q2
13 quarters
|
|
65
Costco
COST
$438B
| $1.64M | 0.16% |
1,775
+61
| +4% | +$58.5K |
2024 Q1
6 quarters
|
|
66
iShares Large Cap Max Buffer Mar ETF
MMAX
$73.8M
| $1.61M | 0.15% |
61,748
| – | – |
2025 Q2
1 quarter
|
|
|
67
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $1.6M | 0.15% |
21,748
-7,108
| -25% | -$510K |
2019 Q4
23 quarters
|
|
68
Home Depot
HD
$309B
| $1.53M | 0.15% |
+3,773
| New | +$1.48M |
2025 Q3
0 quarters
|
|
69
IBM
IBM
$219B
| $1.45M | 0.14% |
5,139
+35
| +0.7% | +$9.16K |
2024 Q1
6 quarters
|
|
70
Idacorp
IDA
$8B
| $1.37M | 0.13% |
10,374
+493
| +5% | +$61.1K |
2025 Q1
2 quarters
|
|
71
Procter & Gamble
PG
$370B
| $1.33M | 0.13% |
8,635
-121
| -1% | -$18.9K |
2024 Q1
6 quarters
|
|
72
Schwab US Large- Cap ETF
SCHX
$73.7B
| $1.3M | 0.12% |
49,372
+492
| +1% | +$12.5K |
2021 Q2
17 quarters
|
|
73
Shopify
SHOP
$218B
| $1.28M | 0.12% |
+8,606
| New | +$1.17M |
2025 Q3
0 quarters
|
|
74
Blackstone
BX
$85.1B
| $1.13M | 0.11% |
6,599
+914
| +16% | +$157K |
2024 Q1
6 quarters
|
|
75
Shell
SHEL
$303B
| $1.06M | 0.1% |
14,843
+21
| +0.1% | +$1.51K |
2024 Q1
6 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.