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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
964
+217 vs. Q2 2025
Portfolio value
$1.05B
+$341.0M (+48.2%) vs. Q2 2025
Filed
Nov 13, 2025
SEC
Holdings of Crewe Advisors LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF196,850$131.8M12.6%+196,850New–
SPYSPDR S&P 500 ETF TrustETF101,813$67.8M6.5%+5,673+5.9%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF901,549$58.8M5.6%+23,614+2.7%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD939,484$46.8M4.5%+363,497+63.1%Added–
iShares Core MSCI Eafe ETF46432F842ETF527,740$46.1M4.4%+17,341+3.4%Added–
Vanguard Total Bond Market ETF921937835ETF576,530$42.9M4.1%+39,344+7.3%Added–
BRK.ABerkshire Hathaway IncCL A56$42.2M4.0%+4+7.7%AddedHistory
Vanguard World FD921910733ESG US STK ETF322,429$38.2M3.6%−551−0.2%Reduced–
DBX ETF Tr233051200XTRACK MSCI EAFE737,695$34.2M3.3%+9,858+1.4%Added–
MSFTMicrosoft CorpStock60,202$31.2M3.0%+60,202NewHistory
MDYSPDR S&P Midcap 400 ETF TrustETF50,119$29.9M2.9%−316−0.6%ReducedHistory
AAPLApple Inc.Stock105,986$27.0M2.6%−377−0.4%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF209,284$22.3M2.1%+495+0.2%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF85,513$21.7M2.1%00.0%Unchanged–
TSLATesla, Inc.Stock41,864$18.6M1.8%−2,419−5.5%ReducedHistory
CVXChevron CorpStock119,618$18.6M1.8%+119,618NewHistory
iShares Russell 2000 ETF464287655ETF72,492$17.5M1.7%−642−0.9%Reduced–
iShares Core S&P Small Cap ETF464287804ETF141,940$16.9M1.6%+5,244+3.8%Added–
PACSPACS Group, Inc.COM SHS1,112,068$15.3M1.5%00.0%UnchangedHistory
Vanguard Information Technology ETF92204A702ETF20,379$15.2M1.5%+10.0%Added–
GOOGAlphabet Inc.Stock53,933$13.1M1.3%+53,933NewHistory
BRK.BBerkshire Hathaway IncStock25,708$12.9M1.2%+12,210+90.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF20,048$12.0M1.1%+355+1.8%Added–
Vanguard World FD921910725ESG INTL STK ETF147,533$10.2M1.0%−901−0.6%Reduced–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF138,048$8.97M0.9%+5,309+4.0%Added–
iShares MSCI Eafe ETF464287465ETF85,035$7.94M0.8%+5,956+7.5%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF91,413$7.69M0.7%+4,024+4.6%Added–
Vanguard S&P 500 ETF922908363ETF12,224$7.49M0.7%−1,983−14.0%Reduced–
GOOGLAlphabet Inc.Stock29,077$7.07M0.7%+29,077NewHistory
NVDANVIDIA CorpStock35,144$6.56M0.6%+4,052+13.0%AddedHistory
AMDAdvanced Micro Devices IncStock39,198$6.34M0.6%+954+2.5%AddedHistory
AMZNAmazon Com IncStock27,184$5.97M0.6%+259+1.0%AddedHistory
VVisa Inc.Stock17,054$5.82M0.6%+17,054NewHistory
NFLXNetflix IncStock4,273$5.12M0.5%+4,273NewHistory
Vanguard Real Estate ETF922908553ETF55,951$5.12M0.5%−404−0.7%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF90,865$4.92M0.5%−8,525−8.6%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF14,418$4.73M0.5%+1,362+10.4%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF91,098$4.62M0.4%+8,510+10.3%Added–
METAMeta Platforms, Inc.Stock5,862$4.30M0.4%+144+2.5%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF65,189$4.30M0.4%−1,911−2.8%Reduced–
EQTEQT CorpStock75,120$4.09M0.4%−20.0%ReducedHistory
JPMJPMorgan Chase & CoStock12,517$3.95M0.4%+12,517NewHistory
iShares Russell 1000 Growth ETF464287614ETF6,988$3.27M0.3%+429+6.5%Added–
AVGOBroadcom Inc.Stock8,653$2.85M0.3%+8,653NewHistory
XOMExxonMobil Holdings CorpCOM24,279$2.74M0.3%+688+2.9%AddedHistory
ANETArista Networks, Inc.Stock18,318$2.67M0.3%+18,318NewHistory
Schwab US Dividend Equity ETF808524797ETF95,177$2.60M0.2%−394−0.4%Reduced–
MCOMoodys CorpStock5,420$2.58M0.2%−602−10.0%ReducedHistory
iShares Tr464288273EAFE SML CP ETF33,289$2.55M0.2%+129+0.4%Added–
iShares Tr464288158SHRT NAT MUN ETF23,627$2.52M0.2%+18,092+326.9%Added–
Sandstorm Gold Ltd Com New80013R206Stock199,746$2.50M0.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF10,356$2.23M0.2%+10,356New–
iShares Tr464288687PFD AND INCM SEC70,109$2.22M0.2%+3,614+5.4%Added–
MAMastercard IncStock3,880$2.21M0.2%+3,880NewHistory
TJXTJX Companies IncStock15,073$2.18M0.2%−153−1.0%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF7,202$2.03M0.2%+304+4.4%Added–
iShares Tr464287234MSCI EMG MKT ETF35,863$1.92M0.2%+1,229+3.5%Added–
AXPAmerican Express CoStock5,634$1.87M0.2%+170+3.1%AddedHistory
iShares Core Dividend Growth ETF46434V621ETF27,134$1.85M0.2%+576+2.2%Added–
GLDSPDR Gold TrustETF5,121$1.82M0.2%+19+0.4%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF30,036$1.80M0.2%00.0%Unchanged–
RWAYRunway Growth Finance Corp.COM172,002$1.75M0.2%00.0%UnchangedHistory
ORCLOracle CorpStock6,138$1.73M0.2%+6,138NewHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM28,892$1.65M0.2%−6,897−19.3%Reduced–
COSTCostco Wholesale CorpStock1,775$1.64M0.2%+61+3.6%AddedHistory
iShares Tr46438G455LARG CAP MAR ETF61,748$1.61M0.2%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF5,437$1.60M0.2%−1,777−24.6%Reduced–
HDHome Depot, Inc.Stock3,773$1.53M0.1%+3,773NewHistory
IBMInternational Business Machines CorpStock5,139$1.45M0.1%+35+0.7%AddedHistory
IDAIdacorp IncCOM10,374$1.37M0.1%+493+5.0%AddedHistory
PGProcter & Gamble CoStock8,635$1.33M0.1%−121−1.4%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF49,372$1.30M0.1%+492+1.0%Added–
SHOPShopify Inc.Stock8,606$1.28M0.1%+8,606NewHistory
BXBlackstone Inc.COM6,599$1.13M0.1%+914+16.1%AddedHistory
SHELShell plcADR14,843$1.06M0.1%+21+0.1%AddedHistory
APHAmphenol CorpCL A8,445$1.05M0.1%+8,445NewHistory
ANAutonation, Inc.COM4,761$1.04M0.1%00.0%UnchangedHistory
iShares Tr46438G612LARG CAP JUN ETF36,295$1.02M0.1%+36,295New–
BACBank of America CorpStock19,508$1.01M0.1%+19,508NewHistory
EXEExpand Energy CorpCOM9,433$1.00M0.1%00.0%UnchangedHistory
iShares Tr46438G471LARG CAP DEC ETF37,807$998.9K0.1%00.0%Unchanged–
RTXRTX CorpStock5,607$938.2K0.1%−24−0.4%ReducedHistory
iShares Tr46438G588LARG CAP SEP ETF34,392$921.0K0.1%00.0%Unchanged–
WMTWalmart Inc.Stock8,720$898.7K0.1%+740+9.3%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF34,743$893.2K0.1%+144+0.4%Added–
Vanguard Index FDS922908652EXTEND MKT ETF4,207$880.7K0.1%00.0%Unchanged–
MLMMartin Marietta Materials IncCOM1,361$857.8K0.1%+1,361NewHistory
GEGeneral Electric CoStock2,762$830.9K0.1%+2,762NewHistory
BKNGBooking Holdings Inc.Stock153$827.1K0.1%−2−1.3%ReducedHistory
MRKMerck & Co., Inc.Stock9,627$808.0K0.1%−163−1.7%ReducedHistory
SHWSherwin Williams CoCOM2,293$794.0K0.1%+2,293NewHistory
LLYEli Lilly & CoStock1,022$780.0K0.1%+1,022NewHistory
Vanguard Morningstar Growth ETF922908736ETF1,614$774.1K0.1%+103+6.8%Added–
iShares Tr464288281JPMORGAN USD EMG7,998$761.4K0.1%+353+4.6%Added–
CATCaterpillar IncStock1,595$761.1K0.1%+1,595NewHistory
ADBEAdobe Inc.Stock2,065$728.4K0.1%+2,065NewHistory
IBKRInteractive Brokers Group, Inc.Stock10,192$701.3K0.1%00.0%UnchangedHistory
AMPAmeriprise Financial IncCOM1,409$692.2K0.1%+33+2.4%AddedHistory
MCDMcDonalds CorpStock2,249$683.4K0.1%−206−8.4%ReducedHistory
BABoeing CoStock3,148$679.4K0.1%+3,148NewHistory

Sold out since Q2 2025 (108)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 108 by value last quarter.

Positions of Crewe Advisors LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BXMTBlackstone Mortgage Trust, Inc.COM CL A56,113$1.08M0.2%History
KTKT CorpSPONSORED ADR7,000$145.5K<0.1%History
SPDR Series Trust78464A805ST STR PR SP1500469$35.1K<0.1%–
iShares Tr464287374NORTH AMERN NAT618$27.3K<0.1%–
First Tr Exchange Trad FD VI33739H101FST TR GLB FD1,092$26.9K<0.1%–
TFCTruist Financial CorpCOM360$15.5K<0.1%History
NWNNorthwest Natural Holding CoCOM376$14.9K<0.1%History
PIMCO ETF Tr72201R874SHTRM MUN BD ACT234$11.7K<0.1%–
NLYAnnaly Capital Management IncREIT595$11.2K<0.1%History
Putnam ETF Trust746729300FOCUSED LAR CAP259$10.4K<0.1%–
iShares Tr464287556ISHARES BIOTECH82$10.4K<0.1%–
TPRTapestry, Inc.COM115$10.1K<0.1%History
KKellanovaStock106$8.43K<0.1%History
HELPCybin Inc.COM NEW956$8.02K<0.1%History
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF288$7.37K<0.1%–
J P Morgan Exchange Traded F46641Q753US VALUE FACTR137$6.06K<0.1%–
STXSeagate Technology Holdings plcORD SHS40$5.77K<0.1%History
Global X FDS37950E259GB MSCI AR ETF63$5.34K<0.1%–
NGGNational Grid PLCSPONSORED ADR NE54$4.02K<0.1%History
PIMCO ETF Tr72201R866INTER MUN BD ACT74$3.80K<0.1%–
TGTTarget CorpStock32$3.16K<0.1%History
XELXcel Energy IncStock45$3.06K<0.1%History
BTIBritish American Tobacco p.l.c.SPONSORED ADR61$2.89K<0.1%History
Schwab Intermediate-Term US Treasury ETF808524854ETF99$2.48K<0.1%–
HBANHuntington Bancshares IncCOM137$2.30K<0.1%History
TRPTC Energy CorpCOM47$2.29K<0.1%History
ECLEcolab Inc.Stock8$2.16K<0.1%History
VLTOVeralto CorpStock21$2.12K<0.1%History
Paramount Global92556H206CL B130$1.67K<0.1%–
KVUEKenvue Inc.Stock76$1.59K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM19$1.38K<0.1%History
Neos ETF Trust78433H303NEOS S&P 500 HI25$1.26K<0.1%–
LYBLyondellBasell Industries N.V.SHS - A -18$1.04K<0.1%History
AMCRAmcor plcORD110$1.01K<0.1%History
ADPAutomatic Data Processing IncStock3$926<0.1%History
HCAHCA Healthcare, Inc.COM2$767<0.1%History
HOODRobinhood Markets, Inc.Stock7$656<0.1%History
SNASnap-on IncCOM2$623<0.1%History
NBISNebius Group N.V.Stock11$609<0.1%History
LYVLive Nation Entertainment, Inc.COM4$606<0.1%History
PAYXPaychex IncStock4$582<0.1%History
WCNWaste Connections, Inc.COM3$561<0.1%History
RMDResmed IncCOM2$516<0.1%History
KEYSKeysight Technologies, Inc.Stock3$492<0.1%History
IVZInvesco Ltd.Stock31$489<0.1%History
ADIAnalog Devices IncStock2$477<0.1%History
WELLWelltower Inc.REIT3$462<0.1%History
DXCMDexcom IncCOM5$437<0.1%History
MWAMueller Water Products, Inc.COM SER A18$433<0.1%History
COFCapital One Financial CorpStock2$426<0.1%History
VICIVici Properties Inc.COM13$424<0.1%History
JCIJohnson Controls International plcStock4$423<0.1%History
PHMPultegroup IncCOM4$422<0.1%History
HHyatt Hotels CorpCOM CL A3$419<0.1%History
GRMNGarmin LtdSHS2$418<0.1%History
HESHess CorpStock3$416<0.1%History
EPRTEssential Properties Realty Trust, Inc.COM13$415<0.1%History
KLGWK Kellogg CoCOM26$415<0.1%History
HIMSHims & Hers Health, Inc.Stock8$399<0.1%History
GGenpact LTDSHS9$397<0.1%History
MASMasco CorpCOM6$387<0.1%History
CTRACoterra Energy Inc.Stock15$381<0.1%History
PKGPackaging Corp of AmericaStock2$377<0.1%History
EMNEastman Chemical CoStock5$374<0.1%History
GLPIGaming & Leisure Properties, Inc.COM8$374<0.1%History
FULTFulton Financial CorpCOM20$361<0.1%History
DGXQuest Diagnostics IncCOM2$360<0.1%History
REGRegency Centers CorpCOM5$357<0.1%History
THOThor Industries IncCOM4$356<0.1%History
TRGPTarga Resources Corp.COM2$349<0.1%History
VMRKVivmark ResidentialSH BEN INT5$338<0.1%History
PPLIPeople IncCOM NEW9$337<0.1%History
BWABorgwarner IncCOM10$335<0.1%History
ONOn Semiconductor CorpStock6$333<0.1%History
LENLennar CorpCL A3$332<0.1%History
EIGEmployers Holdings, Inc.COM7$331<0.1%History
RPMRPM International IncCOM3$330<0.1%History
SLGNSilgan Holdings IncCOM6$326<0.1%History
TXTTextron IncCOM4$322<0.1%History
INVAInnoviva, Inc.COM16$322<0.1%History
DOCUDocuSign, Inc.Stock4$312<0.1%History
LADRLadder Capital CorpCL A29$312<0.1%History
WPCW. P. Carey Inc.COM5$312<0.1%History
HSTHost Hotels & Resorts, Inc.COM20$308<0.1%History
AYIAcuity Inc. (DE)Stock1$299<0.1%History
EBAYeBay IncCOM4$298<0.1%History
SLMSLM CorpCOM9$296<0.1%History
INSWInternational Seaways, Inc.COM8$292<0.1%History
SNDRSchneider National, Inc.CL B12$290<0.1%History
ZZillow Group, Inc.CL C CAP STK4$281<0.1%History
BCBrunswick CorpCOM5$277<0.1%History
SWKStanley Black & Decker, Inc.COM4$271<0.1%History
EMREmerson Electric CoStock2$267<0.1%History
OVVOvintiv Inc.COM7$267<0.1%History
HOLXHologic IncCOM4$261<0.1%History
GGGGraco IncCOM3$258<0.1%History
LPXLouisiana-Pacific CorpCOM3$258<0.1%History
NBIXNeurocrine Biosciences IncStock2$252<0.1%History
ASHAshland Inc.COM5$252<0.1%History
EOGEOG Resources IncStock2$240<0.1%History