Crewe Advisors LLC
- SEC CIK
- 0001730033
- Latest filing
- Jul 23, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 747
- +31 vs. Q1 2025
- Portfolio value
- $706.9M
- −$4.71M (−0.7%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 96,140 | $59.4M | 8.4% | +805+0.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 877,935 | $54.4M | 7.7% | +27,616+3.2% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 510,399 | $42.6M | 6.0% | −2,176−0.4% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 537,186 | $39.6M | 5.6% | +537,186 | New | – |
| BRK.ABerkshire Hathaway Inc | CL A | 52 | $37.9M | 5.4% | −2−3.7% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 322,980 | $35.4M | 5.0% | +1,073+0.3% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 727,837 | $31.8M | 4.5% | −800.0% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 575,987 | $28.7M | 4.1% | +6,318+1.1% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 50,435 | $28.6M | 4.0% | −518−1.0% | Reduced | History |
| AAPLApple Inc. | Stock | 106,363 | $21.8M | 3.1% | +106,363 | New | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 208,789 | $21.8M | 3.1% | −29,032−12.2% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 85,513 | $20.3M | 2.9% | −277−0.3% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 73,134 | $15.8M | 2.2% | −6,383−8.0% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 136,696 | $14.9M | 2.1% | +22,294+19.5% | Added | – |
| PACSPACS Group, Inc. | COM SHS | 1,112,068 | $14.4M | 2.0% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 44,283 | $14.1M | 2.0% | +53+0.1% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 20,378 | $13.5M | 1.9% | −25−0.1% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,693 | $10.9M | 1.5% | +725+3.8% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 148,434 | $9.72M | 1.4% | −835−0.6% | Reduced | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 132,739 | $8.31M | 1.2% | +132,739 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 14,207 | $8.07M | 1.1% | −1,054−6.9% | Reduced | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 87,389 | $7.25M | 1.0% | +87,389 | New | – |
| iShares MSCI Eafe ETF464287465 | ETF | 79,079 | $7.07M | 1.0% | +4,893+6.6% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,498 | $6.56M | 0.9% | +2,153+19.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 26,925 | $5.91M | 0.8% | +26,925 | New | History |
| AMDAdvanced Micro Devices Inc | Stock | 38,244 | $5.43M | 0.8% | −120.0% | Reduced | History |
| Vanguard Real Estate ETF922908553 | ETF | 56,355 | $5.02M | 0.7% | −984−1.7% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 99,390 | $4.92M | 0.7% | +7,139+7.7% | Added | – |
| NVDANVIDIA Corp | Stock | 31,092 | $4.91M | 0.7% | −168,404−84.4% | Reduced | History |
| EQTEQT Corp | Stock | 75,122 | $4.38M | 0.6% | +20.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,718 | $4.22M | 0.6% | +5,718 | New | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 82,588 | $4.19M | 0.6% | −57,947−41.2% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 67,100 | $4.03M | 0.6% | −1,737−2.5% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,056 | $3.97M | 0.6% | −2,471−15.9% | Reduced | – |
| MCOMoodys Corp | Stock | 6,022 | $3.02M | 0.4% | −195−3.1% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,559 | $2.78M | 0.4% | −294−4.3% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 23,591 | $2.54M | 0.4% | −451−1.9% | Reduced | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 95,571 | $2.53M | 0.4% | +6,636+7.5% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 33,160 | $2.41M | 0.3% | −538−1.6% | Reduced | – |
| iShares Tr464288687 | PFD AND INCM SEC | 66,495 | $2.04M | 0.3% | −101,370−60.4% | Reduced | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 35,789 | $2.03M | 0.3% | +2,052+6.1% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,214 | $2.02M | 0.3% | +2,101+41.1% | Added | – |
| TJXTJX Companies Inc | Stock | 15,226 | $1.88M | 0.3% | +76+0.5% | Added | History |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $1.88M | 0.3% | 00.0% | Unchanged | – |
| RWAYRunway Growth Finance Corp. | COM | 172,002 | $1.85M | 0.3% | 00.0% | Unchanged | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 6,898 | $1.75M | 0.2% | −92−1.3% | Reduced | – |
| AXPAmerican Express Co | Stock | 5,464 | $1.74M | 0.2% | +7+0.1% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 30,036 | $1.71M | 0.2% | +779+2.7% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,558 | $1.70M | 0.2% | +831+3.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 1,714 | $1.70M | 0.2% | −89−4.9% | Reduced | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 34,634 | $1.67M | 0.2% | −195−0.6% | Reduced | – |
| iShares Tr46438G455 | LARG CAP MAR ETF | 61,748 | $1.59M | 0.2% | +61,748 | New | – |
| GLDSPDR Gold Trust | ETF | 5,102 | $1.56M | 0.2% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 5,104 | $1.50M | 0.2% | 00.0% | Unchanged | History |
| PGProcter & Gamble Co | Stock | 8,756 | $1.39M | 0.2% | +327+3.9% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 48,880 | $1.19M | 0.2% | +259+0.5% | Added | – |
| IDAIdacorp Inc | COM | 9,881 | $1.14M | 0.2% | 00.0% | Unchanged | History |
| EXEExpand Energy Corp | COM | 9,433 | $1.10M | 0.2% | 00.0% | Unchanged | History |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 56,113 | $1.08M | 0.2% | +56,113 | New | History |
| SHELShell plc | ADR | 14,822 | $1.04M | 0.1% | −723−4.7% | Reduced | History |
| iShares Tr46438G471 | LARG CAP DEC ETF | 37,807 | $975.4K | 0.1% | 00.0% | Unchanged | – |
| ANAutonation, Inc. | COM | 4,761 | $945.8K | 0.1% | 00.0% | Unchanged | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 9,908 | $901.4K | 0.1% | −151−1.5% | Reduced | – |
| BKNGBooking Holdings Inc. | Stock | 155 | $898.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46438G588 | LARG CAP SEP ETF | 34,392 | $895.6K | 0.1% | 00.0% | Unchanged | – |
| BXBlackstone Inc. | COM | 5,685 | $850.4K | 0.1% | −7−0.1% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 34,599 | $824.5K | 0.1% | +8,721+33.7% | Added | – |
| RTXRTX Corp | Stock | 5,631 | $822.2K | 0.1% | −11−0.2% | Reduced | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $810.7K | 0.1% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 7,980 | $780.3K | 0.1% | +115+1.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 9,790 | $775.0K | 0.1% | −231−2.3% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 1,376 | $734.4K | 0.1% | −2−0.1% | Reduced | History |
| MCDMcDonalds Corp | Stock | 2,455 | $717.3K | 0.1% | −136−5.2% | Reduced | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,645 | $708.0K | 0.1% | −4,999−39.5% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,913 | $691.6K | 0.1% | +2,949+305.9% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,511 | $662.4K | 0.1% | +1,095+263.2% | Added | – |
| DUKDuke Energy CORP | Stock | 5,200 | $613.6K | 0.1% | +56+1.1% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,150 | $610.1K | 0.1% | +1,527+33.0% | Added | – |
| GISGeneral Mills Inc | Stock | 11,731 | $607.8K | 0.1% | +31+0.3% | Added | History |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 20,153 | $601.0K | 0.1% | +22+0.1% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,414 | $596.1K | 0.1% | +2,003+58.7% | Added | – |
| INTUIntuit Inc. | Stock | 754 | $593.9K | 0.1% | +6+0.8% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 5,535 | $588.6K | 0.1% | 00.0% | Unchanged | – |
| INTCIntel Corp | Stock | 25,503 | $571.3K | 0.1% | −13−0.1% | Reduced | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 10,192 | $564.7K | 0.1% | 00.0% | UnchangedConverted for a 4-for-1 split | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,028 | $553.6K | 0.1% | +1,440+90.7% | Added | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,793 | $511.2K | 0.1% | +96+2.6% | Added | – |
| ENSGEnsign Group, Inc | COM | 3,288 | $507.2K | 0.1% | −17,138−83.9% | Reduced | History |
| MMM3M Co | Stock | 3,244 | $493.9K | 0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q191 | BETA EURO ET NE | 7,249 | $489.0K | 0.1% | 00.0% | Unchanged | – |
| TXNTexas Instruments Inc | Stock | 2,338 | $485.4K | 0.1% | +6+0.3% | Added | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,554 | $482.4K | 0.1% | −25−0.7% | Reduced | – |
| iShares Tr464287622 | RUS 1000 ETF | 1,415 | $480.5K | 0.1% | +549+63.4% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 21,249 | $469.6K | 0.1% | +5,513+35.0% | Added | – |
| JNJJohnson & Johnson | Stock | 3,074 | $469.6K | 0.1% | +38+1.3% | Added | History |
| ABBVAbbVie Inc. | Stock | 2,459 | $456.4K | 0.1% | +15+0.6% | Added | History |
| WECWec Energy Group, Inc. | Stock | 4,304 | $448.5K | 0.1% | +40+0.9% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 3,320 | $448.3K | 0.1% | 00.0% | Unchanged | – |
| HGHamilton Insurance Group, Ltd. | CL B | 20,239 | $437.6K | 0.1% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 2,125 | $434.8K | 0.1% | +176+9.0% | Added | History |
Sold out since Q1 2025 (95)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 185,268 | $104.1M | 14.6% | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 4,265 | $549.5K | 0.1% | – |
| PNTGPennant Group, Inc. | COM | 16,750 | $421.3K | 0.1% | History |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 7,924 | $364.7K | 0.1% | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 2,536 | $131.3K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 2,474 | $100.7K | <0.1% | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 1,510 | $77.8K | <0.1% | – |
| PERFPerfect Corp. | CL A ORD SHS | 28,963 | $54.2K | <0.1% | History |
| OHIOmega Healthcare Investors Inc | COM | 1,321 | $50.3K | <0.1% | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 547 | $44.1K | <0.1% | – |
| CELHCelsius Holdings, Inc. | COM NEW | 1,100 | $39.2K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 374 | $37.2K | <0.1% | – |
| HUBSHubSpot Inc | COM | 53 | $30.3K | <0.1% | History |
| UALUnited Airlines Holdings, Inc. | COM | 404 | $27.9K | <0.1% | History |
| BIDUBaidu, Inc. | ADR | 290 | $26.7K | <0.1% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 370 | $23.9K | <0.1% | History |
| GPREGreen Plains Inc. | COM | 4,500 | $21.8K | <0.1% | History |
| Janus Detroit STR Tr47103U753 | B-BBB CLO ETF | 422 | $20.5K | <0.1% | – |
| NUNu Holdings Ltd. | ORD SHS CL A | 1,900 | $19.5K | <0.1% | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 425 | $18.0K | <0.1% | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 150 | $17.8K | <0.1% | History |
| PINSPinterest, Inc. | CL A | 550 | $17.1K | <0.1% | History |
| MYGNMyriad Genetics Inc | COM | 1,000 | $8.87K | <0.1% | History |
| GPNGlobal Payments Inc | Stock | 90 | $8.81K | <0.1% | History |
| DLTRDollar Tree, Inc. | COM | 102 | $7.66K | <0.1% | History |
| ICEIntercontinental Exchange, Inc. | Stock | 40 | $6.90K | <0.1% | History |
| CFGCitizens Financial Group Inc | COM | 160 | $6.56K | <0.1% | History |
| Spinnaker ETF Series84858T772 | SELE STO EUR ETF | 161 | $5.40K | <0.1% | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 26 | $5.22K | <0.1% | – |
| LHLabcorp Holdings Inc. | Stock | 20 | $4.66K | <0.1% | History |
| DFSDiscover Financial Services | COM | 25 | $4.27K | <0.1% | History |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 68 | $3.48K | <0.1% | – |
| iShares Tr46435G102 | CONV BD ETF | 41 | $3.43K | <0.1% | – |
| Bondbloxx ETF Trust09789C887 | CCC RT USD HI YL | 89 | $3.37K | <0.1% | – |
| iShares Inc46434G830 | MSCI ITALY ETF | 79 | $3.34K | <0.1% | – |
| CDWCDW Corp | COM | 20 | $3.21K | <0.1% | History |
| CAHCardinal Health Inc | Stock | 21 | $2.89K | <0.1% | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 32 | $2.88K | <0.1% | History |
| TREXTrex Co Inc | COM | 48 | $2.79K | <0.1% | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 123 | $2.30K | <0.1% | – |
| BAXBaxter International Inc | Stock | 67 | $2.29K | <0.1% | History |
| ABGAsbury Automotive Group Inc | COM | 10 | $2.21K | <0.1% | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 27 | $2.17K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 44 | $2.13K | <0.1% | History |
| LFVNLifevantage Corp | COM NEW | 143 | $2.08K | <0.1% | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 1 | $1.85K | <0.1% | History |
| PHParker-Hannifin Corp | Stock | 3 | $1.82K | <0.1% | History |
| EXPDExpeditors International of Washington Inc | COM | 14 | $1.68K | <0.1% | History |
| BF.BBrown Forman Corp | Stock | 48 | $1.63K | <0.1% | History |
| HEIHeico Corp | COM | 6 | $1.60K | <0.1% | History |
| MCMoelis & Co | CL A | 26 | $1.52K | <0.1% | History |
| DVNDevon Energy Corp | Stock | 39 | $1.46K | <0.1% | History |
| MTGMgic Investment Corp | COM | 58 | $1.44K | <0.1% | History |
| GMSGMS Inc. | COM | 19 | $1.39K | <0.1% | History |
| IBPInstalled Building Products, Inc. | COM | 8 | $1.37K | <0.1% | History |
| DELLDell Technologies Inc. | Stock | 15 | $1.37K | <0.1% | History |
| TBRGTruBridge, Inc. | COM | 48 | $1.32K | <0.1% | History |
| HPQHP Inc | Stock | 47 | $1.30K | <0.1% | History |
| ARMArm Holdings PLC | ADR | 12 | $1.28K | <0.1% | History |
| ATKRAtkore Inc. | COM | 21 | $1.26K | <0.1% | History |
| FNFFidelity National Financial, Inc. | COM SHS | 18 | $1.17K | <0.1% | History |
| CFRCullen/Frost Bankers, Inc. | COM | 9 | $1.13K | <0.1% | History |
| HASHasbro, Inc. | COM | 18 | $1.11K | <0.1% | History |
| GBCIGlacier Bancorp, Inc. | COM | 24 | $1.06K | <0.1% | History |
| EXCExelon Corp | Stock | 22 | $1.01K | <0.1% | History |
| CNHCNH Industrial N.V. | SHS | 80 | $983 | <0.1% | History |
| LDOSLeidos Holdings, Inc. | COM | 7 | $945 | <0.1% | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 31 | $788 | <0.1% | History |
| ROKRockwell Automation, Inc | Stock | 3 | $776 | <0.1% | History |
| IFFInternational Flavors & Fragrances Inc | COM | 9 | $699 | <0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 1 | $635 | <0.1% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 3 | $628 | <0.1% | History |
| CCKCrown Holdings, Inc. | COM | 6 | $536 | <0.1% | History |
| WYWeyerhaeuser Co | COM NEW | 18 | $528 | <0.1% | History |
| KDPKeurig Dr Pepper Inc. | COM | 14 | $480 | <0.1% | History |
| BDXBecton Dickinson & Co | Stock | 2 | $459 | <0.1% | History |
| LEALear Corp | COM NEW | 5 | $442 | <0.1% | History |
| TELTE Connectivity plc | Stock | 3 | $424 | <0.1% | History |
| TECKTeck Resources Ltd | CL B | 11 | $401 | <0.1% | History |
| FITBFifth Third Bancorp | COM | 10 | $392 | <0.1% | History |
| STZConstellation Brands, Inc. | Stock | 2 | $368 | <0.1% | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 2 | $321 | <0.1% | History |
| iShares MSCI India ETF46429B598 | ETF | 6 | $309 | <0.1% | – |
| EWEdwards Lifesciences Corp | Stock | 4 | $290 | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E800 | CHINA TECHNLGY | 6 | $266 | <0.1% | – |
| CRWVCoreWeave, Inc. | Stock | 7 | $260 | <0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 2 | $250 | <0.1% | History |
| BBYBest Buy Co Inc | Stock | 3 | $221 | <0.1% | History |
| JWNNordstrom Inc | Stock | 8 | $196 | <0.1% | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 4 | $181 | <0.1% | History |
| WBXWallbox N.V. | SHS | 500 | $164 | <0.1% | History |
| WCCWesco International Inc | COM | 1 | $156 | <0.1% | History |
| MKSIMKS Inc | COM | 1 | $81 | <0.1% | History |
| AMCAMC Entertainment Holdings, Inc. | CL A NEW | 25 | $72 | <0.1% | History |
| FTREFortrea Holdings Inc. | COMMON STOCK | 9 | $68 | <0.1% | History |