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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 | |
|---|---|---|---|---|---|---|
801
Sea Limited
SE
$73B
| $2.86K | ﹤0.01% |
+16
| New | +$2.74K |
|
802
NatWest
NWG
$74.4B
| $2.83K | ﹤0.01% |
+200
| New | +$2.82K |
|
803
AMERISAFE
AMSF
$489M
| $2.72K | ﹤0.01% |
+62
| New | +$2.78K |
|
804
MetLife
MET
$61.4B
| $2.72K | ﹤0.01% |
+33
| New | +$2.6K |
|
805
Snap
SNAP
$9.2B
| $2.7K | ﹤0.01% |
350
-715
| -67% | -$5.93K |
|
806
Zscaler
ZS
$27.5B
| $2.7K | ﹤0.01% |
+9
| New | +$2.57K |
|
807
Aegon
AEG
$13.7B
| $2.69K | ﹤0.01% |
+337
| New | +$2.52K |
|
808
Northern Trust
NTRS
$34.3B
| $2.69K | ﹤0.01% |
+20
| New | +$2.57K |
|
809
ICICI Bank
IBN
$108B
| $2.69K | ﹤0.01% |
+89
| New | +$2.91K |
|
810
SAP
SAP
$244B
| $2.67K | ﹤0.01% |
+10
| New | +$2.81K |
|
811
Sumitomo Mitsui Financial
SMFG
$161B
| $2.66K | ﹤0.01% |
+159
| New | +$2.55K |
|
812
Workday
WDAY
$47B
| $2.65K | ﹤0.01% |
+11
| New | +$2.54K |
|
813
Tencent Music
TME
$14.4B
| $2.62K | ﹤0.01% |
+112
| New | +$2.6K |
|
814
HSBC
HSBC
$355B
| $2.56K | ﹤0.01% |
+36
| New | +$2.34K |
|
815
Cenovus Energy
CVE
$58.1B
| $2.55K | ﹤0.01% |
+150
| New | +$2.34K |
|
816
Woori Financial
WF
$17.4B
| $2.53K | ﹤0.01% |
+45
| New | +$2.45K |
|
817
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.7B
| $2.51K | ﹤0.01% |
58
-12
| -17% | -$517 |
|
818
Hewlett Packard
HPE
$73.1B
| $2.46K | ﹤0.01% |
+100
| New | +$2.21K |
|
|
PSKY
819
Paramount Skydance Corp
PSKY
$12B
| $2.46K | ﹤0.01% |
+130
| New | +$2.06K |
|
820
Ferrari
RACE
$72.5B
| $2.43K | ﹤0.01% |
+5
| New | +$2.4K |
|
821
American Homes 4 Rent
AMH
$12.4B
| $2.39K | ﹤0.01% |
+72
| New | +$2.51K |
|
822
HDFC Bank
HDB
$120B
| $2.39K | ﹤0.01% |
+70
| New | +$2.58K |
|
|
PMT
823
PennyMac Mortgage Investment
PMT
$808M
| $2.39K | ﹤0.01% |
+195
| New | +$2.41K |
|
824
Energy Fuels
UUUU
$3.93B
| $2.38K | ﹤0.01% |
+155
| New | +$1.65K |
|
825
M&T Bank
MTB
$34.9B
| $2.37K | ﹤0.01% |
+12
| New | +$2.35K |
|
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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 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.