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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
+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
26.97%
Top 10 Holdings %
Top 10 Hldgs %
51.54%
Holding
1,072
New
325
Increased
213
Reduced
145
Closed
108
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 | Technology | 8.66% |
| 2 | Financials | 7.88% |
| 3 | Consumer Discretionary | 3.21% |
| 4 | Communication Services | 3.1% |
| 5 | Energy | 2.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
751
Teradyne
TER
$56.8B
| $4.13K | ﹤0.01% |
+30
| New | +$3.28K |
|
752
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.5B
| $4.12K | ﹤0.01% |
+136
| New | +$4.1K |
|
753
Norwegian Cruise Line
NCLH
$7.85B
| $4.11K | ﹤0.01% |
167
| – | – |
|
754
Ferrovial N.V. Ordinary Shares
FER
$43.2B
| $4.1K | ﹤0.01% |
+71
| New | +$3.83K |
|
755
Wendy's
WEN
$1.72B
| $4.03K | ﹤0.01% |
440
+206
| +88% | +$2.12K |
|
|
WRD
756
WeRide Inc
WRD
$1.94B
| $3.96K | ﹤0.01% |
+400
| New | +$3.79K |
|
757
Enact Holdings
ACT
$6.77B
| $3.95K | ﹤0.01% |
+103
| New | +$3.82K |
|
758
Equinix
EQIX
$107B
| $3.92K | ﹤0.01% |
5
| – | – |
|
759
SFL Corp
SFL
$1.6B
| $3.9K | ﹤0.01% |
518
+516
| +25,800% | +$4.44K |
|
760
SEI Investments
SEIC
$13.3B
| $3.9K | ﹤0.01% |
+46
| New | +$4.09K |
|
761
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.09B
| $3.87K | ﹤0.01% |
41
-20
| -33% | -$1.84K |
|
|
NNE
762
Nano Nuclear Energy
NNE
$993M
| $3.86K | ﹤0.01% |
100
| – | – |
|
763
Woodside Energy
WDS
$43.5B
| $3.84K | ﹤0.01% |
+255
| New | +$4.2K |
|
|
B
764
Barrick Mining
B
$77.4B
| $3.8K | ﹤0.01% |
+116
| New | +$2.94K |
|
765
Halliburton
HAL
$28.7B
| $3.75K | ﹤0.01% |
152
+1
| +0.7% | +$22 |
|
766
Floor & Decor
FND
$5.78B
| $3.69K | ﹤0.01% |
+50
| New | +$4.1K |
|
|
KLAR
767
Klarna Group
KLAR
$5.37B
| $3.67K | ﹤0.01% |
+100
| New | +$4.28K |
|
768
CAVA Group
CAVA
$7.92B
| $3.63K | ﹤0.01% |
+60
| New | +$4.55K |
|
769
Tetra Tech
TTEK
$9.37B
| $3.61K | ﹤0.01% |
+108
| New | +$3.93K |
|
770
Agnico Eagle Mines
AEM
$108B
| $3.54K | ﹤0.01% |
+21
| New | +$2.88K |
|
771
Donegal Group Class A
DGICA
$709M
| $3.49K | ﹤0.01% |
+180
| New | +$3.29K |
|
772
State Street
STT
$53.2B
| $3.48K | ﹤0.01% |
+30
| New | +$3.35K |
|
773
Telkom Indonesia
TLK
$14.5B
| $3.44K | ﹤0.01% |
+183
| New | +$3.38K |
|
774
TriMas Corp
TRS
$1.44B
| $3.4K | ﹤0.01% |
+88
| New | +$3.13K |
|
775
ASE Group
ASX
$97B
| $3.39K | ﹤0.01% |
+306
| New | +$3.2K |
|
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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 Technology at 8.7% of assets, up from 5.5% a quarter earlier, followed by Financials and Consumer Discretionary.
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.