Crewe Advisors LLC Q4 2025 Filing

Filed January 16, 2026

Portfolio Value

$1.1B

Holdings

1,099

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,099 positions)

StockValue
IVVISHARES TR
$137.2M
PACSPACS GROUP INC
$82.5M
SPYSPDR S&P 500 ETF TR
$68.7M
IJHISHARES TR
$61.4M
AQLTISHARES TR
$49.3M
BNDVANGUARD BD INDEX FDS
$44.8M
BRK-BBERKSHIRE HATHAWAY INC DEL
$42.3M
ESGVVANGUARD WORLD FD
$39.0M
PULSPGIM ETF TR
$37.7M
DBEFDBX ETF TR
$36.3M
MDYSPDR S&P MIDCAP 400 ETF TR
$30.2M
MSFTMICROSOFT CORP
$28.8M
AAPLAPPLE INC
$27.9M
MUBISHARES TR
$23.1M
VBVANGUARD INDEX FDS
$22.1M
IJRISHARES TR
$17.8M
TSLATESLA INC
$17.7M
IWMISHARES TR
$17.6M
CVXCHEVRON CORP NEW
$17.4M
GOOGALPHABET INC
$16.7M
VGTVANGUARD WORLD FD
$15.5M
BRK/BBERKSHIRE HATHAWAY INC DEL
$12.8M
NDQINVESCO QQQ TR
$11.9M
HELOJ P MORGAN EXCHANGE TRADED F
$10.0M
VSGXVANGUARD WORLD FD
$10.0M
GOOGLALPHABET INC
$8.8M
AMDADVANCED MICRO DEVICES INC
$8.4M
EFAISHARES TR
$8.2M
VCITVANGUARD SCOTTSDALE FDS
$7.8M
VOOVANGUARD INDEX FDS
$7.3M
NVDANVIDIA CORPORATION
$6.6M
VVISA INC
$6.0M
AMZNAMAZON COM INC
$6.0M
VNQVANGUARD INDEX FDS
$5.3M
VWOVANGUARD INTL EQUITY INDEX F
$5.1M
VTIVANGUARD INDEX FDS
$4.8M
IEMGISHARES INC
$4.6M
JPMJPMORGAN CHASE & CO.
$4.1M
EQTEQT CORP
$4.0M
NFLXNETFLIX INC
$4.0M
METAMETA PLATFORMS INC
$3.9M
JPSTJ P MORGAN EXCHANGE TRADED F
$3.4M
IWFISHARES TR
$3.2M
SCZISHARES TR
$2.9M
XOMEXXON MOBIL CORP
$2.8M
RGLDROYAL GOLD INC
$2.8M
SCHDSCHWAB STRATEGIC TR
$2.7M
MCOMOODYS CORP
$2.6M
SUBISHARES TR
$2.5M
ANETARISTA NETWORKS INC
$2.4M
VIGVANGUARD SPECIALIZED FUNDS
$2.3M
AVGOBROADCOM INC
$2.2M
JEPIJ P MORGAN EXCHANGE TRADED F
$2.2M
AXPAMERICAN EXPRESS CO
$2.1M
TJXTJX COS INC NEW
$2.1M
GQ9SPDR GOLD TR
$2.0M
PFFISHARES TR
$2.0M
XLKSELECT SECTOR SPDR TR
$2.0M
EEMISHARES TR
$2.0M
MAMASTERCARD INCORPORATED
$1.9M
VEAVANGUARD TAX-MANAGED FDS
$1.9M
DGROISHARES TR
$1.9M
MMAXISHARES TR
$1.6M
COSTCOSTCO WHSL CORP NEW
$1.5M
RWAYRUNWAY GROWTH FINANCE CORP
$1.5M
VOVANGUARD INDEX FDS
$1.4M
SHOPSHOPIFY INC
$1.4M
IBMINTERNATIONAL BUSINESS MACHS
$1.4M
IVWISHARES TR
$1.3M
IDAIDACORP INC
$1.3M
HDHOME DEPOT INC
$1.3M
ORCLORACLE CORP
$1.3M
SCHXSCHWAB STRATEGIC TR
$1.2M
APHAMPHENOL CORP NEW
$1.1M
PGPROCTER AND GAMBLE CO
$1.1M
BACBANK AMERICA CORP
$1.1M
EXEEXPAND ENERGY CORPORATION
$1.0M
SHELSHELL PLC
$1.0M
SMAXISHARES TR
$1.0M
MAXJISHARES TR
$1.0M
RTXRTX CORPORATION
$1.0M
BXBLACKSTONE INC
$1.0M
MRKMERCK & CO INC
$1.0M
DMAXISHARES TR
$1.0M
GSATGLOBALSTAR INC
$992K
ANAUTONATION INC
$983K
WMTWALMART INC
$972K
CATCATERPILLAR INC
$922K
LLYELI LILLY & CO
$911K
VXFVANGUARD INDEX FDS
$879K
GEGE AEROSPACE
$856K
BKNGBOOKING HOLDINGS INC
$821K
VUGVANGUARD INDEX FDS
$804K
SCHBSCHWAB STRATEGIC TR
$786K
EMBISHARES TR
$766K
MLMMARTIN MARIETTA MATLS INC
$763K
SHWSHERWIN WILLIAMS CO
$740K
A4SAMERIPRISE FINL INC
$690K
BABOEING CO
$689K
IWBISHARES TR
$684K
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