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CIK: 0001730033
Total reported value
$1.4B
$1.4B
927 檔
24.5%
According to the latest 13F quarterly dataset, Crewe Advisors LLC managed an equity portfolio of $1.4B at the end of Q1 2024, spanning 927 distinct U.S. exchange-listed positions.
During Q1 2024, Crewe Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 927 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 15.96% | -0.01% | -9.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.85% | -0.40% | +2.98% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.75% | +0.09% | +0.28% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.74% | -0.01% | +408.06% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.14% | -0.45% | — | |
| 6 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.43% | — | +0.17% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.23% | -0.55% | +5.44% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.20% | -0.14% | +1.35% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.14% | -0.09% | -0.70% | |
| 10 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 3.00% | -0.02% | -3.35% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.83% | -0.03% | -0.24% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.27% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.22% | -0.57% | — | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.06% | +0.01% | -12.35% | |
| 15 | PNTG | Pennant Group Inc/the | Stock-Other | 1.67% | — | -34.03% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.61% | -0.12% | -0.23% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.56% | -0.13% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.42% | -0.01% | +15.91% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.38% | +0.20% | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 1.32% | -0.13% | +52.00% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.20% | +0.02% | +0.49% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.13% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.09% | +12.78% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.87% | +1.01% | — | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.80% | -0.02% | -21.74% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.08% | — | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.67% | +0.10% | +103.90% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.01% | — | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.61% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.60% | -0.07% | +1.03% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.08% | +7.03% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | +0.05% | — | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.03% | -0.02% | |
| 34 | MCO | Moody's CORP | Stock-Financials | 0.42% | -0.04% | — | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.05% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.36% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.03% | — | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.36% | +0.02% | -1.40% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.13% | — | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | -0.07% | +0.52% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.30% | -0.01% | -0.07% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.30% | -0.02% | -7.93% | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.27% | -0.02% | -14.19% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.27% | +0.10% | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.24% | -0.10% | +130.38% | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.24% | -0.01% | +7.54% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.03% | — | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | — | |
| 50 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.20% | -0.02% | — |
According to official SEC Form 13F filings, Crewe Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 927 disclosed positions in Q1 2024.
During Q1 2024, Crewe Advisors LLC's top holdings by market value included ENSG (16.0%)、IVV (8.8%)、SPY (5.8%). The largest single position, ENSG, represented 16.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including ENSG, IVV, SPY) accounted for 24.5% of total reported equity market value during Q1 2024.
In Q1 2024, Crewe Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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