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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
XLE icon
151
State Street Energy Select Sector SPDR ETF
XLE
$38.8B
$381K 0.03%
6,222
+2,596
+72% +$139K
PANW icon
152
Palo Alto Networks
PANW
$259B
$380K 0.03%
2,368
+126
+6% +$21.2K
EPI icon
153
WisdomTree India Earnings Fund ETF
EPI
$2.03B
$373K 0.03%
9,150
+2,500
+38% +$111K
LIN icon
154
Linde
LIN
$234B
$373K 0.03%
752
+16
+2% +$7.55K
MS icon
155
Morgan Stanley
MS
$337B
$372K 0.03%
2,258
+21
+0.9% +$3.64K
CMI icon
156
Cummins
CMI
$91.3B
$363K 0.03%
675
+25
+4% +$14.1K
APP icon
157
Applovin
APP
$139B
$362K 0.03%
910
+17
+2% +$8.22K
ENSG icon
158
The Ensign Group
ENSG
$10.4B
$360K 0.03%
1,788
-1,500
-46% -$293K
SYK icon
159
Stryker
SYK
$129B
$355K 0.03%
1,082
+37
+4% +$13.3K
XLF icon
160
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$355K 0.03%
7,182
-196
-3% -$10.2K
IWR icon
161
iShares Russell Mid-Cap ETF
IWR
$56.1B
$345K 0.03%
3,549
– –
PFE icon
162
Pfizer
PFE
$141B
$345K 0.03%
12,286
+33
+0.3% +$879
HON icon
163
Honeywell
HON
$77.9B
$340K 0.03%
1,503
+45
+3% +$10.3K
C icon
164
Citigroup
C
$223B
$339K 0.03%
2,988
-18
-0.6% -$2.05K
NEE icon
165
NextEra Energy
NEE
$185B
$337K 0.03%
3,624
+94
+3% +$8.36K
PAVE icon
166
Global X US Infrastructure Development ETF
PAVE
$14.2B
$333K 0.03%
6,545
– –
IBIT icon
167
iShares Bitcoin Trust
IBIT
$48.2B
$321K 0.03%
8,347
+168
+2% +$7.27K
JEF icon
168
Jefferies Financial Group
JEF
$13B
$311K 0.03%
7,546
– –
AZO icon
169
AutoZone
AZO
$50.2B
$311K 0.03%
92
-2
-2% -$7.18K
INDA icon
170
iShares MSCI India ETF
INDA
$6.77B
$310K 0.03%
+6,623
New +$339K
SPYM
171
State Street SPDR Portfolio S&P 500 ETF
SPYM
$159B
$306K 0.03%
4,002
+2,169
+118% +$173K
BUFG icon
172
FT Vest Buffered Allocation Growth ETF
BUFG
$324M
$299K 0.03%
11,115
– –
DIS icon
173
Walt Disney
DIS
$168B
$295K 0.03%
3,056
-54
-2% -$5.71K
OEF icon
174
iShares S&P 100 ETF
OEF
$19.8B
$295K 0.03%
926
-30
-3% -$10.1K
GDX icon
175
VanEck Gold Miners ETF
GDX
$23.2B
$292K 0.03%
3,186
– –
5 6
7
8 9

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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.