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)

StockValue
IVVISHARES TR
$104K
SPYSPDR S&P 500 ETF TR
$53K
IJHISHARES TR
$50K
BRK-BBERKSHIRE HATHAWAY INC DEL
$43K
AQLTISHARES TR
$39K
ESGVVANGUARD WORLD FD
$32K
DBEFDBX ETF TR
$32K
PULSPGIM ETF TR
$28K
MDYSPDR S&P MIDCAP 400 ETF TR
$27K
MUBISHARES TR
$25K
NVDANVIDIA CORPORATION
$22K
VBVANGUARD INDEX FDS
$19K
IWMISHARES TR
$16K
PACSPACS GROUP INC
$12K
IJRISHARES TR
$12K
TSLATESLA INC
$11K
VGTVANGUARD WORLD FD
$11K
NDQINVESCO QQQ TR
$9K
VSGXVANGUARD WORLD FD
$9K
VOOVANGUARD INDEX FDS
$8K
JPSTJ P MORGAN EXCHANGE TRADED F
$7K
EFAISHARES TR
$6K
BRK/BBERKSHIRE HATHAWAY INC DEL
$6K
VNQVANGUARD INDEX FDS
$5K
PFFISHARES TR
$5K
WCNWASTE CONNECTIONS INC
$5K
VTIVANGUARD INDEX FDS
$4K
VWOVANGUARD INTL EQUITY INDEX F
$4K
EQTEQT CORP
$4K
AMDADVANCED MICRO DEVICES INC
$4K
IEMGISHARES INC
$4K
MCOMOODYS CORP
$3K
XOMEXXON MOBIL CORP
$3K
ENSGENSIGN GROUP INC
$3K
SCHDSCHWAB STRATEGIC TR
$2K
IWFISHARES TR
$2K
SCZISHARES TR
$2K
JEPIJ P MORGAN EXCHANGE TRADED F
$2K
TJXTJX COS INC NEW
$2K
RWAYRUNWAY GROWTH FINANCE CORP
$2K
COSTCOSTCO WHSL CORP NEW
$2K
DGROISHARES TR
$2K
EEMISHARES TR
$2K
AYS1SANDSTORM GOLD LTD
$2K
VEAVANGUARD TAX-MANAGED FDS
$1K
GQ9SPDR GOLD TR
$1K
AXPAMERICAN EXPRESS CO
$1K
XLKSELECT SECTOR SPDR TR
$1K
PGPROCTER AND GAMBLE CO
$1K
VOVANGUARD INDEX FDS
$1K
IBMINTERNATIONAL BUSINESS MACHS
$1K
IDAIDACORP INC
$1K
EMBISHARES TR
$1K
SHELSHELL PLC
$1K
SCHXSCHWAB STRATEGIC TR
$1K
EXEEXPAND ENERGY CORPORATION
$1K
DMAXISHARES TR
$943
MRKMERCK & CO INC
$899
SMAXISHARES TR
$861
IJKISHARES TR
$837
MCDMCDONALDS CORP
$809
BXBLACKSTONE INC
$795
ANAUTONATION INC
$770
RTXRTX CORPORATION
$747
VXFVANGUARD INDEX FDS
$724
BKNGBOOKING HOLDINGS INC
$714
GISGENERAL MLS INC
$699
WMTWALMART INC
$690
A4SAMERIPRISE FINL INC
$667
DUKDUKE ENERGY CORP NEW
$627
SUBISHARES TR
$584
INTCINTEL CORP
$579
SCHBSCHWAB STRATEGIC TR
$557
MGVVANGUARD WORLD FD
$549
SCHKSCHWAB STRATEGIC TR
$541
XLVSELECT SECTOR SPDR TR
$539
ABBVABBVIE INC
$512
JNJJOHNSON & JOHNSON
$503
SDYSPDR SER TR
$485
MMM3M CO
$476
WECWEC ENERGY GROUP INC
$464
INTUINTUIT
$459
AGGISHARES TR
$457
BBEUJ P MORGAN EXCHANGE TRADED F
$448
DONSPDR DOW JONES INDL AVERAGE
$445
ALSALLSTATE CORP
$425
PNTGPENNANT GROUP INC
$421
IBKRINTERACTIVE BROKERS GROUP IN
$421
HGHAMILTON INSURANCE GROUP LTD
$419
TXNTEXAS INSTRS INC
$419
SUSUNCOR ENERGY INC NEW
$417
ITOTISHARES TR
$405
JEFJEFFERIES FINL GROUP INC
$404
FISVFISERV INC
$404
AMGNAMGEN INC
$397
IWVISHARES TR
$391
SYKSTRYKER CORPORATION
$389
XLGINVESCO EXCHANGE TRADED FD T
$364
EWJISHARES INC
$364
PEPPEPSICO INC
$361
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