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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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$50.3B
$513K 0.05%
2,419
+1,206
+99% +$253K
IEI icon
127
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$508K 0.05%
4,254
+50
+1% +$5.98K
TMO icon
128
Thermo Fisher Scientific
TMO
$234B
$496K 0.04%
856
– –
CGUS icon
129
Capital Group Core Equity ETF
CGUS
$11.7B
$495K 0.04%
12,305
+6,706
+120% +$268K
INTU icon
130
Intuit
INTU
$93.5B
$475K 0.04%
717
-28
-4% -$18.5K
IWV icon
131
iShares Russell 3000 ETF
IWV
$20.2B
$471K 0.04%
1,217
– –
SDY icon
132
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$469K 0.04%
3,367
– –
JEF icon
133
Jefferies Financial Group
JEF
$12.3B
$468K 0.04%
7,546
– –
WEC icon
134
WEC Energy
WEC
$35.1B
$459K 0.04%
4,350
+28
+0.6% +$3.1K
DIA icon
135
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.9B
$455K 0.04%
947
-193
-17% -$91.3K
LOW icon
136
Lowe's Companies
LOW
$120B
$455K 0.04%
1,885
-87
-4% -$20.9K
PLTR icon
137
Palantir
PLTR
$418B
$438K 0.04%
2,465
+181
+8% +$32.8K
MCK icon
138
McKesson
MCK
$105B
$434K 0.04%
529
-28
-5% -$22.9K
IJK icon
139
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$432K 0.04%
4,458
– –
AMGN icon
140
Amgen
AMGN
$237B
$427K 0.04%
1,305
+10
+0.8% +$3.17K
ALL icon
141
Allstate
ALL
$65.8B
$420K 0.04%
2,020
+6
+0.3% +$1.23K
MDB icon
142
MongoDB
MDB
$32.4B
$420K 0.04%
1,000
-2
-0.2% -$728
BMY icon
143
Bristol-Myers Squibb
BMY
$138B
$418K 0.04%
7,757
+100
+1% +$4.81K
PANW icon
144
Palo Alto Networks
PANW
$276B
$413K 0.04%
2,242
+15
+0.7% +$3.03K
IBIT icon
145
iShares Bitcoin Trust
IBIT
$58.9B
$406K 0.04%
8,179
+7,031
+612% +$399K
XLF icon
146
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$404K 0.04%
7,378
-516
-7% -$27.5K
MS icon
147
Morgan Stanley
MS
$334B
$397K 0.04%
2,237
+31
+1% +$5.17K
GS icon
148
Goldman Sachs
GS
$304B
$395K 0.04%
450
+9
+2% +$7.34K
IWD icon
149
iShares Russell 1000 Value ETF
IWD
$84.3B
$395K 0.04%
1,879
– –
TXN icon
150
Texas Instruments
TXN
$240B
$389K 0.03%
2,240
-23
-1% -$3.94K
4 5
6
7 8

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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.