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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
-2.56%
1 Year Est. Return
+41.76%
3 Year Est. Return
+96.1%
5 Year Est. Return
+98.15%
10 Year Est. Return
–
AUM
$1.17B
AUM Growth
+$42.9M
Cap. Flow
+$85.4M
Cap. Flow %
7.29%
Top 10 Hldgs %
52.99%
Holding
1,171
New
72
Increased
375
Reduced
162
Closed
133

Top Buys

Rank Stock Value
1
PACS icon
PACS Group
PACS
+$22.3M
2
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$15.5M
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
4
MSFT icon
Microsoft
MSFT
+$10.1M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$5.85M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$10.6M
2
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$4.25M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.29M
4
CVX icon
Chevron
CVX
+$1.85M
5
TJX icon
TJX Companies
TJX
+$822K

Sector Composition

Rank Sector Weight
1 Healthcare 8.3%
2 Technology 7.75%
3 Financials 6.58%
4 Energy 3.2%
5 Communication Services 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ASML icon
876
ASML
ASML
$608B
$2.64K ﹤0.01%
2
-2
-50% -$2.74K
TSN icon
877
Tyson Foods
TSN
$21.5B
$2.63K ﹤0.01%
41
+24
+141% +$1.49K
RJF icon
878
Raymond James Financial
RJF
$34B
$2.61K ﹤0.01%
+18
New +$2.85K
TTD icon
879
Trade Desk
TTD
$8.89B
$2.56K ﹤0.01%
113
+18
+19% +$520
AU icon
880
AngloGold Ashanti
AU
$39.9B
$2.53K ﹤0.01%
26
– –
DLR icon
881
Digital Realty Trust
DLR
$71.5B
$2.52K ﹤0.01%
14
+5
+56% +$855
STUB
882
StubHub Holdings
STUB
$3.21B
$2.5K ﹤0.01%
400
– –
MTB icon
883
M&T Bank
MTB
$36.6B
$2.48K ﹤0.01%
12
– –
AZIO
884
Azio AI Holdings
AZIO
$24.9M
$2.46K ﹤0.01%
1,470
– –
QYLD icon
885
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.99B
$2.45K ﹤0.01%
143
+4
+3% +$70
AEG icon
886
Aegon
AEG
$13.6B
$2.45K ﹤0.01%
337
– –
RDDT icon
887
Reddit
RDDT
$34.4B
$2.42K ﹤0.01%
+18
New +$3.06K
AMT icon
888
American Tower
AMT
$79.9B
$2.42K ﹤0.01%
14
-18
-56% -$3.24K
CTS icon
889
CTS Corp
CTS
$1.85B
$2.39K ﹤0.01%
+50
New +$2.51K
HPE icon
890
Hewlett Packard
HPE
$60.4B
$2.38K ﹤0.01%
100
– –
WPM icon
891
Wheaton Precious Metals
WPM
$49.8B
$2.36K ﹤0.01%
18
– –
VIV icon
892
Telefônica Brasil
VIV
$21B
$2.32K ﹤0.01%
146
– –
SO icon
893
Southern Company
SO
$109B
$2.32K ﹤0.01%
24
-2
-8% -$185
RYN icon
894
Rayonier
RYN
$6.64B
$2.31K ﹤0.01%
112
+77
+220% +$1.7K
ECON icon
895
Columbia Emerging Markets Consumer ETF
ECON
$320M
$2.3K ﹤0.01%
80
– –
MUFG icon
896
Mitsubishi UFJ Financial
MUFG
$253B
$2.26K ﹤0.01%
133
-55
-29% -$979
HEFA icon
897
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
$2.25K ﹤0.01%
53
– –
CORP icon
898
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.57B
$2.23K ﹤0.01%
23
– –
SLB icon
899
SLB Ltd
SLB
$74.2B
$2.21K ﹤0.01%
+43
New +$2.09K
LCID icon
900
Lucid Motors
LCID
$3.08B
$2.2K ﹤0.01%
231
-1,380
-86% -$14.3K
34 35
36
37 38

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Crewe Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Crewe Advisors held 1,171 positions worth $1.17B, up 3.8% from $1.13B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Crewe Advisors deployed $85.4M of net new capital in Q1 2026, opening 72 new positions and adding to 375 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.

By sector, the portfolio is most concentrated in Healthcare at 8.3% of assets, up from 8.1% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Tesla, an estimated $10.6M trimmed.

  • Crewe Advisors's largest Q1 2026 buy was BlackRock Short Maturity Municipal Bond ETF: 307,365 shares worth $15.5M.
  • Crewe Advisors added most to PACS Group in Q1 2026, an estimated $22.3M increase.
  • Crewe Advisors's biggest Q1 2026 reduction was Tesla, cutting an estimated $10.6M.
  • Crewe Advisors fully exited First Trust Morningstar Dividend Leaders Index Fund in Q1 2026, selling an estimated $59K.
  • Crewe Advisors's ten largest holdings make up 53% of its $1.17B portfolio in Q1 2026.
  • Crewe Advisors opened 72 new positions and closed 133 in Q1 2026.
  • Crewe Advisors's portfolio value rose 3.8% quarter-over-quarter to $1.17B.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.