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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 | |
|---|---|---|---|---|---|---|
|
APLS
851
DELISTED
Apellis Pharmaceuticals
APLS
| $1.99K | ﹤0.01% |
+88
| New | +$2.05K |
|
852
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
| $1.99K | ﹤0.01% |
32
| – | – |
|
853
Cytokinetics
CYTK
$10.9B
| $1.98K | ﹤0.01% |
+36
| New | +$1.48K |
|
854
Sylvamo
SLVM
$1.46B
| $1.95K | ﹤0.01% |
+44
| New | +$2.04K |
|
855
Qiagen
QGEN
$8.94B
| $1.92K | ﹤0.01% |
+43
| New | +$2.06K |
|
856
Coeur Mining
CDE
$22B
| $1.88K | ﹤0.01% |
100
| – | – |
|
857
Telefônica Brasil
VIV
$18.6B
| $1.86K | ﹤0.01% |
+146
| New | +$1.75K |
|
858
AngloGold Ashanti
AU
$59.7B
| $1.83K | ﹤0.01% |
+26
| New | +$1.45K |
|
859
NetEase
NTES
$79.2B
| $1.82K | ﹤0.01% |
+12
| New | +$1.65K |
|
860
Alliant Energy
LNT
$17.9B
| $1.82K | ﹤0.01% |
+27
| New | +$1.74K |
|
861
Celanese
CE
$4.91B
| $1.81K | ﹤0.01% |
43
+37
| +617% | +$1.84K |
|
862
Allegion
ALLE
$13.6B
| $1.77K | ﹤0.01% |
+10
| New | +$1.65K |
|
863
KraneShares CSI China Internet ETF
KWEB
$5.2B
| $1.76K | ﹤0.01% |
42
| – | – |
|
864
Banco de Chile
BCH
$21.1B
| $1.76K | ﹤0.01% |
+58
| New | +$1.69K |
|
865
BayCom
BCML
$329M
| $1.75K | ﹤0.01% |
+61
| New | +$1.75K |
|
866
Cboe Global Markets
CBOE
$32.4B
| $1.72K | ﹤0.01% |
7
-49
| -88% | -$11.8K |
|
867
American Airlines Group
AAL
$9.26B
| $1.69K | ﹤0.01% |
150
-60
| -29% | -$739 |
|
868
Utz Brands
UTZ
$1.26B
| $1.65K | ﹤0.01% |
+136
| New | +$1.8K |
|
|
AGNT
869
AGNT Inc
AGNT
$732M
| $1.62K | ﹤0.01% |
+152
| New | +$1.61K |
|
870
Watsco Inc
WSO
$12.8B
| $1.62K | ﹤0.01% |
4
| – | – |
|
871
Sanofi
SNY
$109B
| $1.6K | ﹤0.01% |
34
-35
| -51% | -$1.69K |
|
872
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.6B
| $1.6K | ﹤0.01% |
+16
| New | +$1.6K |
|
|
LKFT
873
Lakefront Biotherapeutics American Depositary Shares
LKFT
$1.93B
| $1.59K | ﹤0.01% |
+46
| New | +$1.47K |
|
874
Biogen
BIIB
$32.7B
| $1.54K | ﹤0.01% |
+11
| New | +$1.49K |
|
875
iShare MSCI Eurozone ETF
EZU
$9.95B
| $1.54K | ﹤0.01% |
25
| – | – |
|
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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.