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Crewe Advisors

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
+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
Avg Time Held
1.4 years
Top 10 Avg Time Held
3.4 years
Top 20 Avg Time Held
3.2 years

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 icon
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 Miscellaneous 65.85%
2 Healthcare 8.07%
3 Technology 7.93%
4 Financials 7.31%
5 Communication Services 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
VIG icon
51
Vanguard Dividend Appreciation ETF
VIG
$113B
$2.25M 0.2%
10,246
-110
-1% -$24K
2025 Q3
1 quarter
AVGO icon
52
Broadcom
AVGO
$1.57T
$2.23M 0.2%
6,429
-2,224
-26% -$795K
2025 Q3
1 quarter
JEPI icon
53
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
$2.2M 0.19%
38,406
+9,514
+33% +$543K
2022 Q2
14 quarters
AXP icon
54
American Express
AXP
$212B
$2.08M 0.18%
5,632
-2
-0% -$716
2024 Q1
7 quarters
TJX icon
55
TJX Companies
TJX
$162B
$2.06M 0.18%
13,397
-1,676
-11% -$248K
2024 Q4
4 quarters
GLD icon
56
SPDR Gold Trust
GLD
$141B
$2.03M 0.18%
5,121
– –
2017 Q4
32 quarters
PFF icon
57
iShares Preferred and Income Securities ETF
PFF
$12B
$2.01M 0.18%
64,870
-5,239
-7% -$163K
2017 Q4
32 quarters
XLK icon
58
State Street Technology Select Sector SPDR ETF
XLK
$121B
$1.99M 0.18%
13,797
-607
-4% -$87.7K
2021 Q4
16 quarters
EEM icon
59
iShares MSCI Emerging Markets ETF
EEM
$29.1B
$1.96M 0.17%
35,883
+20
+0.1% +$1.09K
2017 Q4
32 quarters
MA icon
60
Mastercard
MA
$541B
$1.94M 0.17%
3,394
-486
-13% -$272K
2025 Q3
1 quarter
VEA icon
61
Vanguard FTSE Developed Markets ETF
VEA
$228B
$1.93M 0.17%
30,847
+811
+3% +$49.7K
2017 Q4
32 quarters
DGRO icon
62
iShares Core Dividend Growth ETF
DGRO
$44B
$1.9M 0.17%
27,368
+234
+0.9% +$16.1K
2020 Q3
21 quarters
MMAX icon
63
iShares Large Cap Max Buffer Mar ETF
MMAX
$73.8M
$1.62M 0.14%
61,748
– –
2025 Q2
2 quarters
COST icon
64
Costco
COST
$438B
$1.54M 0.14%
1,784
+9
+0.5% +$8.16K
2024 Q1
7 quarters
RWAY icon
65
Runway Growth Finance
RWAY
$265M
$1.54M 0.14%
172,002
– –
2024 Q3
5 quarters
VO icon
66
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$1.4M 0.12%
19,352
-2,396
-11% -$174K
2019 Q4
24 quarters
SHOP icon
67
Shopify
SHOP
$218B
$1.39M 0.12%
8,651
+45
+0.5% +$7.22K
2025 Q3
1 quarter
IBM icon
68
IBM
IBM
$219B
$1.38M 0.12%
4,666
-473
-9% -$142K
2024 Q1
7 quarters
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$76.7B
$1.34M 0.12%
10,909
+5,630
+107% +$689K
2022 Q1
15 quarters
IDA icon
70
Idacorp
IDA
$8B
$1.31M 0.12%
10,374
– –
2025 Q1
3 quarters
HD icon
71
Home Depot
HD
$309B
$1.3M 0.12%
3,791
+18
+0.5% +$6.59K
2025 Q3
1 quarter
ORCL icon
72
Oracle
ORCL
$389B
$1.25M 0.11%
6,422
+284
+5% +$67.6K
2025 Q3
1 quarter
SCHX icon
73
Schwab US Large- Cap ETF
SCHX
$73.7B
$1.22M 0.11%
45,411
-3,961
-8% -$106K
2021 Q2
18 quarters
APH icon
74
Amphenol
APH
$196B
$1.15M 0.1%
16,964
+74
+0.4% +$4.95K
2025 Q3
1 quarter
PG icon
75
Procter & Gamble
PG
$370B
$1.14M 0.1%
7,985
-650
-8% -$95.8K
2024 Q1
7 quarters
1 2
3
4 5

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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 Miscellaneous at 66% of assets, down from 70% a quarter earlier, followed by Healthcare and Technology.

  • 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.