Crewe Advisors LLC Q3 2025 Filing

Filed November 13, 2025

Portfolio Value

$1.0B

Holdings

964

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (964 positions)

StockValue
IVVISHARES TR
$131.8M
SPYSPDR S&P 500 ETF TR
$67.8M
IJHISHARES TR
$58.8M
PULSPGIM ETF TR
$46.8M
AQLTISHARES TR
$46.1M
BNDVANGUARD BD INDEX FDS
$42.9M
BRK-BBERKSHIRE HATHAWAY INC DEL
$42.2M
ESGVVANGUARD WORLD FD
$38.2M
DBEFDBX ETF TR
$34.2M
MSFTMICROSOFT CORP
$31.2M
MDYSPDR S&P MIDCAP 400 ETF TR
$29.9M
AAPLAPPLE INC
$27.0M
MUBISHARES TR
$22.3M
VBVANGUARD INDEX FDS
$21.7M
TSLATESLA INC
$18.6M
CVXCHEVRON CORP NEW
$18.6M
IWMISHARES TR
$17.5M
IJRISHARES TR
$16.9M
PACSPACS GROUP INC
$15.3M
VGTVANGUARD WORLD FD
$15.2M
GOOGALPHABET INC
$13.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$12.9M
NDQINVESCO QQQ TR
$12.0M
VSGXVANGUARD WORLD FD
$10.2M
HELOJ P MORGAN EXCHANGE TRADED F
$9.0M
EFAISHARES TR
$7.9M
VCITVANGUARD SCOTTSDALE FDS
$7.7M
VOOVANGUARD INDEX FDS
$7.5M
GOOGLALPHABET INC
$7.1M
NVDANVIDIA CORPORATION
$6.6M
AMDADVANCED MICRO DEVICES INC
$6.3M
AMZNAMAZON COM INC
$6.0M
VVISA INC
$5.8M
NFLXNETFLIX INC
$5.1M
VNQVANGUARD INDEX FDS
$5.1M
VWOVANGUARD INTL EQUITY INDEX F
$4.9M
VTIVANGUARD INDEX FDS
$4.7M
JPSTJ P MORGAN EXCHANGE TRADED F
$4.6M
METAMETA PLATFORMS INC
$4.3M
IEMGISHARES INC
$4.3M
EQTEQT CORP
$4.1M
JPMJPMORGAN CHASE & CO.
$3.9M
IWFISHARES TR
$3.3M
AVGOBROADCOM INC
$2.9M
XOMEXXON MOBIL CORP
$2.7M
ANETARISTA NETWORKS INC
$2.7M
SCHDSCHWAB STRATEGIC TR
$2.6M
MCOMOODYS CORP
$2.6M
SCZISHARES TR
$2.6M
SUBISHARES TR
$2.5M
AYS1SANDSTORM GOLD LTD
$2.5M
VIGVANGUARD SPECIALIZED FUNDS
$2.2M
PFFISHARES TR
$2.2M
MAMASTERCARD INCORPORATED
$2.2M
TJXTJX COS INC NEW
$2.2M
XLKSELECT SECTOR SPDR TR
$2.0M
EEMISHARES TR
$1.9M
AXPAMERICAN EXPRESS CO
$1.9M
DGROISHARES TR
$1.8M
GQ9SPDR GOLD TR
$1.8M
VEAVANGUARD TAX-MANAGED FDS
$1.8M
RWAYRUNWAY GROWTH FINANCE CORP
$1.7M
ORCLORACLE CORP
$1.7M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.6M
COSTCOSTCO WHSL CORP NEW
$1.6M
MMAXISHARES TR
$1.6M
VOVANGUARD INDEX FDS
$1.6M
HDHOME DEPOT INC
$1.5M
IBMINTERNATIONAL BUSINESS MACHS
$1.4M
IDAIDACORP INC
$1.4M
PGPROCTER AND GAMBLE CO
$1.3M
SCHXSCHWAB STRATEGIC TR
$1.3M
SHOPSHOPIFY INC
$1.3M
BXBLACKSTONE INC
$1.1M
SHELSHELL PLC
$1.1M
APHAMPHENOL CORP NEW
$1.0M
ANAUTONATION INC
$1.0M
MAXJISHARES TR
$1.0M
BACBANK AMERICA CORP
$1.0M
EXEEXPAND ENERGY CORPORATION
$1.0M
DMAXISHARES TR
$998K
RTXRTX CORPORATION
$938K
SMAXISHARES TR
$921K
WMTWALMART INC
$898K
SCHBSCHWAB STRATEGIC TR
$893K
VXFVANGUARD INDEX FDS
$880K
MLMMARTIN MARIETTA MATLS INC
$857K
GEGE AEROSPACE
$830K
BKNGBOOKING HOLDINGS INC
$827K
MRKMERCK & CO INC
$807K
SHWSHERWIN WILLIAMS CO
$793K
LLYELI LILLY & CO
$779K
VUGVANGUARD INDEX FDS
$774K
CATCATERPILLAR INC
$761K
EMBISHARES TR
$761K
ADBEADOBE INC
$728K
IBKRINTERACTIVE BROKERS GROUP IN
$701K
A4SAMERIPRISE FINL INC
$692K
MCDMCDONALDS CORP
$683K
BABOEING CO
$679K
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