Crewe Advisors LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$711.6M
Holdings
716
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (716 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 185,268 | $104.1M | 14.63% | |
| 2 | SPYSPDR S&P 500 ETF TR | 95,335 | $53.3M | 7.49% | |
| 3 | IJHISHARES TR | 850,319 | $49.6M | 6.97% | |
| 4 | BRK-BBERKSHIRE HATHAWAY INC DEL | 54 | $43.1M | 6.06% | |
| 5 | AQLTISHARES TR | 512,575 | $38.8M | 5.45% | |
| 6 | ESGVVANGUARD WORLD FD | 321,907 | $31.5M | 4.43% | |
| 7 | DBEFDBX ETF TR | 727,917 | $31.5M | 4.43% | |
| 8 | PULSPGIM ETF TR | 569,669 | $28.3M | 3.98% | |
| 9 | MDYSPDR S&P MIDCAP 400 ETF TR | 50,953 | $27.2M | 3.82% | |
| 10 | MUBISHARES TR | 237,821 | $25.1M | 3.52% | |
| 11 | NVDANVIDIA CORPORATION | 199,496 | $21.6M | 3.04% | |
| 12 | VBVANGUARD INDEX FDS | 85,790 | $19.0M | 2.67% | |
| 13 | IWMISHARES TR | 79,517 | $15.9M | 2.23% | |
| 14 | PACSPACS GROUP INC | 1,112,068 | $12.5M | 1.76% | |
| 15 | IJRISHARES TR | 114,402 | $12.0M | 1.68% | |
| 16 | TSLATESLA INC | 44,230 | $11.5M | 1.61% | |
| 17 | VGTVANGUARD WORLD FD | 20,403 | $11.1M | 1.56% | |
| 18 | NDQINVESCO QQQ TR | 18,968 | $8.9M | 1.25% | |
| 19 | VSGXVANGUARD WORLD FD | 149,269 | $8.8M | 1.24% | |
| 20 | VOOVANGUARD INDEX FDS | 15,261 | $7.8M | 1.10% | |
| 21 | JPSTJ P MORGAN EXCHANGE TRADED F | 140,535 | $7.1M | 1.00% | |
| 22 | EFAISHARES TR | 74,186 | $6.1M | 0.85% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,345 | $6.0M | 0.85% | |
| 24 | VNQVANGUARD INDEX FDS | 57,339 | $5.2M | 0.73% | |
| 25 | PFFISHARES TR | 167,865 | $5.2M | 0.72% | |
| 26 | WCNWASTE CONNECTIONS INC | 23,500 | $4.6M | 0.64% | |
| 27 | VTIVANGUARD INDEX FDS | 15,527 | $4.3M | 0.60% | |
| 28 | VWOVANGUARD INTL EQUITY INDEX F | 92,251 | $4.2M | 0.59% | |
| 29 | EQTEQT CORP | 75,120 | $4.0M | 0.56% | |
| 30 | AMDADVANCED MICRO DEVICES INC | 38,256 | $3.9M | 0.55% | |
| 31 | IEMGISHARES INC | 68,837 | $3.7M | 0.52% | |
| 32 | MCOMOODYS CORP | 6,217 | $2.9M | 0.41% | |
| 33 | XOMEXXON MOBIL CORP | 24,042 | $2.9M | 0.40% | |
| 34 | ENSGENSIGN GROUP INC | 20,426 | $2.6M | 0.37% | |
| 35 | SCHDSCHWAB STRATEGIC TR | 88,935 | $2.5M | 0.35% | |
| 36 | IWFISHARES TR | 6,853 | $2.5M | 0.35% | |
| 37 | SCZISHARES TR | 33,698 | $2.1M | 0.30% | |
| 38 | JEPIJ P MORGAN EXCHANGE TRADED F | 33,737 | $1.9M | 0.27% | |
| 39 | TJXTJX COS INC NEW | 15,150 | $1.8M | 0.26% | |
| 40 | RWAYRUNWAY GROWTH FINANCE CORP | 172,002 | $1.8M | 0.25% | |
| 41 | COSTCOSTCO WHSL CORP NEW | 1,803 | $1.7M | 0.24% | |
| 42 | DGROISHARES TR | 25,727 | $1.6M | 0.22% | |
| 43 | EEMISHARES TR | 34,829 | $1.5M | 0.21% | |
| 44 | AYS1SANDSTORM GOLD LTD | 199,746 | $1.5M | 0.21% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 29,257 | $1.5M | 0.21% | |
| 46 | GQ9SPDR GOLD TR | 5,102 | $1.5M | 0.21% | |
| 47 | AXPAMERICAN EXPRESS CO | 5,457 | $1.5M | 0.21% | |
| 48 | XLKSELECT SECTOR SPDR TR | 6,990 | $1.4M | 0.20% | |
| 49 | PGPROCTER AND GAMBLE CO | 8,429 | $1.4M | 0.20% | |
| 50 | VOVANGUARD INDEX FDS | 5,113 | $1.3M | 0.19% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 5,104 | $1.3M | 0.18% | |
| 52 | IDAIDACORP INC | 9,881 | $1.1M | 0.16% | |
| 53 | EMBISHARES TR | 12,644 | $1.1M | 0.16% | |
| 54 | SHELSHELL PLC | 15,545 | $1.1M | 0.16% | |
| 55 | SCHXSCHWAB STRATEGIC TR | 48,621 | $1.1M | 0.15% | |
| 56 | EXEEXPAND ENERGY CORPORATION | 9,433 | $1.1M | 0.15% | |
| 57 | DMAXISHARES TR | 37,807 | $943K | 0.13% | |
| 58 | MRKMERCK & CO INC | 10,021 | $899K | 0.13% | |
| 59 | SMAXISHARES TR | 34,392 | $861K | 0.12% | |
| 60 | IJKISHARES TR | 10,059 | $837K | 0.12% | |
| 61 | MCDMCDONALDS CORP | 2,591 | $809K | 0.11% | |
| 62 | BXBLACKSTONE INC | 5,692 | $795K | 0.11% | |
| 63 | ANAUTONATION INC | 4,761 | $770K | 0.11% | |
| 64 | RTXRTX CORPORATION | 5,642 | $747K | 0.10% | |
| 65 | VXFVANGUARD INDEX FDS | 4,207 | $724K | 0.10% | |
| 66 | BKNGBOOKING HOLDINGS INC | 155 | $714K | 0.10% | |
| 67 | GISGENERAL MLS INC | 11,700 | $699K | 0.10% | |
| 68 | WMTWALMART INC | 7,865 | $690K | 0.10% | |
| 69 | A4SAMERIPRISE FINL INC | 1,378 | $667K | 0.09% | |
| 70 | DUKDUKE ENERGY CORP NEW | 5,144 | $627K | 0.09% | |
| 71 | SUBISHARES TR | 5,535 | $584K | 0.08% | |
| 72 | INTCINTEL CORP | 25,516 | $579K | 0.08% | |
| 73 | SCHBSCHWAB STRATEGIC TR | 25,878 | $557K | 0.08% | |
| 74 | MGVVANGUARD WORLD FD | 4,265 | $549K | 0.08% | |
| 75 | SCHKSCHWAB STRATEGIC TR | 20,131 | $541K | 0.08% | |
| 76 | XLVSELECT SECTOR SPDR TR | 3,697 | $539K | 0.08% | |
| 77 | ABBVABBVIE INC | 2,444 | $512K | 0.07% | |
| 78 | JNJJOHNSON & JOHNSON | 3,036 | $503K | 0.07% | |
| 79 | SDYSPDR SER TR | 3,579 | $485K | 0.07% | |
| 80 | MMM3M CO | 3,244 | $476K | 0.07% | |
| 81 | WECWEC ENERGY GROUP INC | 4,264 | $464K | 0.07% | |
| 82 | INTUINTUIT | 748 | $459K | 0.06% | |
| 83 | AGGISHARES TR | 4,623 | $457K | 0.06% | |
| 84 | BBEUJ P MORGAN EXCHANGE TRADED F | 7,249 | $448K | 0.06% | |
| 85 | DONSPDR DOW JONES INDL AVERAGE | 1,062 | $445K | 0.06% | |
| 86 | ALSALLSTATE CORP | 2,057 | $425K | 0.06% | |
| 87 | PNTGPENNANT GROUP INC | 16,750 | $421K | 0.06% | |
| 88 | IBKRINTERACTIVE BROKERS GROUP IN | 2,548 | $421K | 0.06% | |
| 89 | HGHAMILTON INSURANCE GROUP LTD | 20,239 | $419K | 0.06% | |
| 90 | TXNTEXAS INSTRS INC | 2,332 | $419K | 0.06% | |
| 91 | SUSUNCOR ENERGY INC NEW | 10,794 | $417K | 0.06% | |
| 92 | ITOTISHARES TR | 3,320 | $405K | 0.06% | |
| 93 | JEFJEFFERIES FINL GROUP INC | 7,546 | $404K | 0.06% | |
| 94 | FISVFISERV INC | 1,831 | $404K | 0.06% | |
| 95 | AMGNAMGEN INC | 1,277 | $397K | 0.06% | |
| 96 | IWVISHARES TR | 1,232 | $391K | 0.05% | |
| 97 | SYKSTRYKER CORPORATION | 1,045 | $389K | 0.05% | |
| 98 | XLGINVESCO EXCHANGE TRADED FD T | 7,924 | $364K | 0.05% | |
| 99 | EWJISHARES INC | 5,323 | $364K | 0.05% | |
| 100 | PEPPEPSICO INC | 2,409 | $361K | 0.05% |
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