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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
+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

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
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 Healthcare 8.08%
2 Technology 7.93%
3 Financials 7.31%
4 Communication Services 3.22%
5 Consumer Discretionary 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HDB icon
726
HDFC Bank
HDB
$119B
$5.04K ﹤0.01%
138
+68
+97% +$2.45K
DPZ icon
727
Domino's
DPZ
$11.4B
$5K ﹤0.01%
12
– –
GRAB icon
728
Grab
GRAB
$14.9B
$4.99K ﹤0.01%
1,000
-62
-6% -$343
CBRE icon
729
CBRE Group
CBRE
$43.5B
$4.99K ﹤0.01%
31
+12
+63% +$1.89K
ASX icon
730
ASE Group
ASX
$97B
$4.93K ﹤0.01%
306
– –
MET icon
731
MetLife
MET
$61.3B
$4.89K ﹤0.01%
62
+29
+88% +$2.29K
CLX icon
732
Clorox
CLX
$12.6B
$4.84K ﹤0.01%
48
-355
-88% -$38.5K
DGRW icon
733
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$17.2B
$4.83K ﹤0.01%
54
-36
-40% -$3.21K
QXO
734
QXO Inc
QXO
$14.5B
$4.82K ﹤0.01%
250
– –
AOR icon
735
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.76B
$4.75K ﹤0.01%
73
– –
OC icon
736
Owens Corning
OC
$11.5B
$4.7K ﹤0.01%
42
– –
NWG icon
737
NatWest
NWG
$74.5B
$4.67K ﹤0.01%
267
+67
+34% +$1.06K
WRBY icon
738
Warby Parker
WRBY
$3.15B
$4.66K ﹤0.01%
214
– –
SAP icon
739
SAP
SAP
$244B
$4.62K ﹤0.01%
19
+9
+90% +$2.29K
AEM icon
740
Agnico Eagle Mines
AEM
$108B
$4.58K ﹤0.01%
27
+6
+29% +$1.01K
ED icon
741
Consolidated Edison
ED
$40B
$4.57K ﹤0.01%
46
+33
+254% +$3.27K
SPTM icon
742
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.9B
$4.54K ﹤0.01%
+55
New +$4.5K
FER icon
743
Ferrovial N.V. Ordinary Shares
FER
$43.2B
$4.52K ﹤0.01%
71
– –
VECO icon
744
Veeco
VECO
$2.82B
$4.52K ﹤0.01%
158
– –
RRX icon
745
Regal Rexnord
RRX
$11B
$4.49K ﹤0.01%
32
– –
SCHI icon
746
Schwab 5-10 Year Corporate Bond ETF
SCHI
$11.6B
$4.41K ﹤0.01%
192
– –
SLYV icon
747
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.05B
$4.37K ﹤0.01%
48
-31
-39% -$2.79K
HAL icon
748
Halliburton
HAL
$28.7B
$4.33K ﹤0.01%
153
+1
+0.7% +$26
ASML icon
749
ASML
ASML
$671B
$4.28K ﹤0.01%
4
+3
+300% +$3.13K
BATRA icon
750
Atlanta Braves Holdings Series A
BATRA
$3.63B
$4.25K ﹤0.01%
100
– –
28 29
30
31 32

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AIM
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TCA
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DP
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RG
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KL
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PIMJS
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TAM
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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 Healthcare at 8.1% of assets, up from 2.3% a quarter earlier, followed by Technology and Financials.

  • 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.