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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 23, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
716
+70 vs. Q4 2024
Portfolio value
$711.6M
−$13.7M (−1.9%) vs. Q4 2024
Filed
Apr 23, 2025
SEC
Holdings of Crewe Advisors LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF185,268$104.1M14.6%+5,029+2.8%Added–
SPYSPDR S&P 500 ETF TrustETF95,335$53.3M7.5%−1,558−1.6%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF850,319$49.6M7.0%+35,924+4.4%Added–
BRK.ABerkshire Hathaway IncCL A54$43.1M6.1%+1+1.9%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF512,575$38.8M5.4%+31,789+6.6%Added–
Vanguard World FD921910733ESG US STK ETF321,907$31.5M4.4%+10,397+3.3%Added–
DBX ETF Tr233051200XTRACK MSCI EAFE727,917$31.5M4.4%+7,451+1.0%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD569,669$28.3M4.0%+179,983+46.2%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF50,953$27.2M3.8%−110.0%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF237,821$25.1M3.5%+91,344+62.4%Added–
NVDANVIDIA CorpStock199,496$21.6M3.0%+2,043+1.0%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF85,790$19.0M2.7%−20,566−19.3%Reduced–
iShares Russell 2000 ETF464287655ETF79,517$15.9M2.2%−453−0.6%Reduced–
PACSPACS Group, Inc.COM SHS1,112,068$12.5M1.8%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF114,402$12.0M1.7%+11,212+10.9%Added–
TSLATesla, Inc.Stock44,230$11.5M1.6%+274+0.6%AddedHistory
Vanguard Information Technology ETF92204A702ETF20,403$11.1M1.6%−3,601−15.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF18,968$8.89M1.3%−86−0.5%Reduced–
Vanguard World FD921910725ESG INTL STK ETF149,269$8.80M1.2%+8,410+6.0%Added–
Vanguard S&P 500 ETF922908363ETF15,261$7.84M1.1%−10,256−40.2%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF140,535$7.12M1.0%−3,906−2.7%Reduced–
iShares MSCI Eafe ETF464287465ETF74,186$6.06M0.9%+2,275+3.2%Added–
BRK.BBerkshire Hathaway IncStock11,345$6.04M0.8%−14,248−55.7%ReducedHistory
Vanguard Real Estate ETF922908553ETF57,339$5.19M0.7%+2,714+5.0%Added–
iShares Tr464288687PFD AND INCM SEC167,865$5.16M0.7%−5,988−3.4%Reduced–
WCNWaste Connections, Inc.COM23,500$4.59M0.6%00.0%UnchangedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF15,527$4.27M0.6%−40.0%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF92,251$4.18M0.6%00.0%Unchanged–
EQTEQT CorpStock75,120$4.01M0.6%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock38,256$3.93M0.6%−393−1.0%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF68,837$3.72M0.5%+2,339+3.5%Added–
MCOMoodys CorpStock6,217$2.90M0.4%−208−3.2%ReducedHistory
XOMExxonMobil Holdings CorpCOM24,042$2.86M0.4%−2,392−9.0%ReducedHistory
ENSGEnsign Group, IncCOM20,426$2.64M0.4%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF88,935$2.49M0.3%+494+0.6%Added–
iShares Russell 1000 Growth ETF464287614ETF6,853$2.47M0.3%−242−3.4%Reduced–
iShares Tr464288273EAFE SML CP ETF33,698$2.14M0.3%−330−1.0%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM33,737$1.93M0.3%+2,172+6.9%Added–
TJXTJX Companies IncStock15,150$1.85M0.3%−1,347−8.2%ReducedHistory
RWAYRunway Growth Finance Corp.COM172,002$1.78M0.3%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,803$1.71M0.2%−29−1.6%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF25,727$1.59M0.2%+285+1.1%Added–
iShares Tr464287234MSCI EMG MKT ETF34,829$1.52M0.2%+55+0.2%Added–
Sandstorm Gold Ltd Com New80013R206Stock199,746$1.51M0.2%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF29,257$1.49M0.2%00.0%Unchanged–
GLDSPDR Gold TrustETF5,102$1.47M0.2%00.0%UnchangedHistory
AXPAmerican Express CoStock5,457$1.47M0.2%−66−1.2%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF6,990$1.44M0.2%−108−1.5%Reduced–
PGProcter & Gamble CoStock8,429$1.44M0.2%+30+0.4%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF5,113$1.32M0.2%+139+2.8%Added–
IBMInternational Business Machines CorpStock5,104$1.27M0.2%+516+11.2%AddedHistory
IDAIdacorp IncCOM9,881$1.15M0.2%+9,881NewHistory
iShares Tr464288281JPMORGAN USD EMG12,644$1.15M0.2%+1,009+8.7%Added–
SHELShell plcADR15,545$1.14M0.2%+144+0.9%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF48,621$1.07M0.2%+1,902+4.1%Added–
EXEExpand Energy CorpCOM9,433$1.05M0.1%+9,433NewHistory
iShares Tr46438G471LARG CAP DEC ETF37,807$943.3K0.1%+37,807New–
MRKMerck & Co., Inc.Stock10,021$899.5K0.1%−235−2.3%ReducedHistory
iShares Tr46438G588LARG CAP SEP ETF34,392$861.2K0.1%+34,392New–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF10,059$837.7K0.1%+114+1.1%Added–
MCDMcDonalds CorpStock2,591$809.4K0.1%+535+26.0%AddedHistory
BXBlackstone Inc.COM5,692$795.6K0.1%+1,999+54.1%AddedHistory
ANAutonation, Inc.COM4,761$770.9K0.1%00.0%UnchangedHistory
RTXRTX CorpStock5,642$747.3K0.1%−170−2.9%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF4,207$724.7K0.1%00.0%Unchanged–
BKNGBooking Holdings Inc.Stock155$714.1K0.1%+12+8.4%AddedHistory
GISGeneral Mills IncStock11,700$699.5K0.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock7,865$690.5K0.1%+7+0.1%AddedHistory
AMPAmeriprise Financial IncCOM1,378$667.1K0.1%+2+0.1%AddedHistory
DUKDuke Energy CORPStock5,144$627.4K0.1%+34+0.7%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF5,535$584.5K0.1%−1,705−23.5%Reduced–
INTCIntel CorpStock25,516$579.5K0.1%−6,470−20.2%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF25,878$557.2K0.1%+725+2.9%Added–
Vanguard World FD921910840MEGA CAP VAL ETF4,265$549.5K0.1%00.0%Unchanged–
Schwab Strategic Tr8085247221000 INDEX ETF20,131$541.9K0.1%+23+0.1%Added–
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,697$539.8K0.1%−2,448−39.8%Reduced–
ABBVAbbVie Inc.Stock2,444$512.1K0.1%−212−8.0%ReducedHistory
JNJJohnson & JohnsonStock3,036$503.5K0.1%−50−1.6%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV3,579$485.6K0.1%00.0%Unchanged–
MMM3M CoStock3,244$476.4K0.1%−425−11.6%ReducedHistory
WECWec Energy Group, Inc.Stock4,264$464.7K0.1%+29+0.7%AddedHistory
INTUIntuit Inc.Stock748$459.3K0.1%+131+21.2%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF4,623$457.3K0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE7,249$448.2K0.1%00.0%Unchanged–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,062$445.9K0.1%00.0%UnchangedHistory
ALLAllstate CorpStock2,057$425.9K0.1%−25−1.2%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock2,548$421.9K0.1%00.0%UnchangedHistory
PNTGPennant Group, Inc.COM16,750$421.3K0.1%00.0%UnchangedHistory
HGHamilton Insurance Group, Ltd.CL B20,239$419.6K0.1%00.0%UnchangedHistory
TXNTexas Instruments IncStock2,332$419.1K0.1%−25−1.1%ReducedHistory
SUSuncor Energy IncStock10,794$417.9K0.1%00.0%UnchangedHistory
iShares Tr464287150CORE S&P TTL STK3,320$405.0K0.1%+3,320New–
FISVFiserv IncStock1,831$404.3K0.1%+393+27.3%AddedHistory
JEFJefferies Financial Group Inc.COM7,546$404.2K0.1%00.0%UnchangedHistory
AMGNAmgen IncStock1,277$397.9K0.1%−6−0.5%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF1,232$391.3K0.1%00.0%Unchanged–
SYKStryker CorpStock1,045$389.0K0.1%+5+0.5%AddedHistory
iShares Inc46434G822MSCI JAPAN ETF5,323$364.9K0.1%−26−0.5%Reduced–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 507,924$364.7K0.1%00.0%Unchanged–
PEPPepsiCo IncStock2,409$361.2K0.1%−52−2.1%ReducedHistory

Sold out since Q4 2024 (49)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Crewe Advisors LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
iShares Tr4642886613 7 YR TREAS BD6,521$753.5K0.1%–
GEGeneral Electric CoStock2,742$457.3K0.1%History
Vanguard Scottsdale FDS92206C706INTER TERM TREAS6,253$362.7K0.1%–
Vanguard Communication Services ETF92204A884ETF2,267$351.3K<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM2,413$298.1K<0.1%–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT4,276$282.7K<0.1%–
iShares Tr46429B366CMBS ETF5,955$281.1K<0.1%–
Morgan Stanley ETF Trust61774R841EATO VANC BD ETF5,592$278.8K<0.1%–
VanEck ETF Trust92189F353EMERGING MRKT HI9,174$178.6K<0.1%–
iShares Tr464288562RESIDENTIAL MULT1,626$131.7K<0.1%–
iShares Tr464288513IBOXX HI YD ETF1,324$104.1K<0.1%–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT2,553$103.8K<0.1%–
TTTrane Technologies plcSHS254$93.8K<0.1%History
iShares Tr464287788U.S. FINLS ETF702$77.6K<0.1%–
iShares Tr464288588MBS ETF846$77.6K<0.1%–
Vanguard World FD921910709EXTENDED DUR853$57.8K<0.1%–
iShares Tr46434V860TRS FLT RT BD1,091$55.1K<0.1%–
iShares Tr46436E866IBONDS 25 TRM TS1,830$42.7K<0.1%–
Pacer Trendpilot US Large Cap ETF69374H105ETF704$37.6K<0.1%–
Victory Portfolios II92647N824VCSHS US EQ INCM474$29.7K<0.1%–
BAHBooz Allen Hamilton Holding CorpCL A181$23.3K<0.1%History
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF411$18.5K<0.1%–
Pacer US Small Cap Cash Cows ETF69374H857ETF271$11.9K<0.1%–
CRSPCRISPR Therapeutics AGNAMEN AKT300$11.8K<0.1%History
DXDynex Capital IncCOM883$11.2K<0.1%History
EARNEllington Credit CoCOM SHS BEN INT1,589$10.5K<0.1%History
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN167$9.18K<0.1%–
GRALGRAIL, Inc.COM379$6.77K<0.1%History
ELSEquity Lifestyle Properties IncCOM95$6.33K<0.1%History
Barnes Group Inc067806109COM100$4.73K<0.1%–
GRABGrab Holdings LtdCLASS A ORD1,000$4.72K<0.1%History
iShares Tr46428743220 YR TR BD ETF45$3.93K<0.1%–
ENLCEnLink Midstream, LLCCOM UNIT REP LTD200$2.83K<0.1%History
BCALCalifornia BanCorpCOM159$2.63K<0.1%History
NSANational Storage Affiliates TrustCOM SHS BEN IN30$1.14K<0.1%History
CUBECubeSmartREIT26$1.11K<0.1%History
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF36$1.05K<0.1%–
SMCISuper Micro Computer, Inc.Stock22$671<0.1%History
UECUranium Energy CorpCOM85$569<0.1%History
ALTRAltair Engineering Inc.COM CL A5$546<0.1%History
Northern LTS FD Tr IV66538H278MAIN THEMATC IN26$542<0.1%–
HIIHuntington Ingalls Industries, Inc.COM2$391<0.1%History
Northern LTS FD Tr IV66538H179MAIN BUYWRITE24$335<0.1%–
RKLBRocket Lab CorpCOM13$332<0.1%History
SPDR Index Shs FDS78463X103PORTFLO EURP ETF8$324<0.1%–
PIIPolaris Inc.Stock3$173<0.1%History
WBAWalgreens Boots Alliance, Inc.COM16$150<0.1%History
AMRNAmarin Corp PLCSPONS ADR NEW100$49<0.1%History
SHIMShimmick CorpCOM1$3<0.1%History