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CIK: 0001730033
Total reported value
$1.4B
$1.4B
747 檔
16.9%
During the Q2 2025 filing period, Crewe Advisors LLC (CIK: 0001730033) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 747 reported positions.
Crewe Advisors LLC executed strategic sector rebalancing during Q2 2025, establishing 9 new positions while fully exiting 4 holdings and trimming 21 positions.
Showing top 200 holdings (of 747 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.40% | +0.09% | +0.84% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.70% | -0.01% | +3.25% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.03% | -0.12% | -0.42% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 5.60% | -0.55% | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 5.36% | -0.45% | -3.70% | |
| 6 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 5.01% | — | +0.33% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 4.50% | -0.14% | -0.01% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 4.05% | +0.19% | +1.11% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.04% | -0.09% | -1.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.13% | — | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 3.09% | -0.13% | -12.21% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.87% | -0.03% | -0.32% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.23% | +0.01% | -8.03% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.11% | +0.10% | +19.49% | |
| 15 | PACS | Pacs Group Inc | Stock-Other | 2.03% | +2.67% | — | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.99% | — | +0.12% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.91% | +0.20% | -0.12% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.54% | +0.09% | +3.82% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.38% | -0.02% | -0.56% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.18% | -0.08% | — | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.01% | -6.91% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.03% | -0.10% | — | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.00% | -0.07% | +6.60% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | -0.08% | +18.98% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.01% | — | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.77% | +1.01% | -0.03% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.71% | -0.03% | -1.72% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | -0.03% | +7.74% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.05% | -84.41% | |
| 30 | EQT | Eqt CORP | Stock-Energy | 0.62% | -0.12% | +0.00% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.03% | — | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | +0.02% | -41.23% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.57% | +0.02% | -2.52% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | -0.07% | -15.91% | |
| 35 | MCO | Moody's CORP | Stock-Financials | 0.43% | -0.04% | -3.14% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.02% | -4.29% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.36% | EXIT | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | -0.02% | +7.46% | |
| 39 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.34% | -0.01% | -1.60% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.29% | -0.02% | -60.39% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.29% | -0.03% | +6.08% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.29% | — | +41.09% | |
| 43 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.27% | -0.02% | +0.50% | |
| 44 | AYS1 | Sandstorm Gold LTD | Stock-Other | 0.27% | — | — | |
| 45 | RWAY | Runway Growth Finance CORP | Stock-Other | 0.26% | -0.03% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.04% | -1.32% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.25% | -0.01% | +0.13% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.24% | — | +2.66% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.24% | -0.01% | +3.23% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | -0.03% | -4.94% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +5.6% | NEW | New buy |
| 2 | AAPL | Apple Inc | +3.1% | NEW | New buy |
| 3 | HELO | Jpmorgan Hedged Equity ETF | +1.2% | NEW | New buy |
| 4 | VCIT | Vanguard Int-term Corporate | +1% | NEW | New buy |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +0.84% | Add |
| 6 | AMZN | Amazon.com Inc | +0.8% | NEW | New buy |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.7% | +3.25% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.6% | NEW | New buy |
| 9 | ESGV | Vanguard Esg US Stock ETF | +0.6% | +0.33% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | -0.42% | Trim |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.4% | +19.49% | Add |
| 12 | TSLA | Tesla Inc | +0.4% | +0.12% | Add |
| 13 | VGT | Vanguard Info Tech ETF | +0.4% | -0.12% | Trim |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +3.82% | Add |
| 15 | PACS | Pacs Group Inc | +0.3% | — | Unchanged |
| 16 | MMAX | Ishares Larg Cm Buff Mar ETF | +0.2% | NEW | New buy |
| 17 | AMD | Advanced Micro Devices | +0.2% | -0.03% | Trim |
| 18 | MDY | State Street Spdr S&p Midcap | +0.2% | -1.02% | Trim |
| 19 | VB | Vanguard Small-cap ETF | +0.2% | -0.32% | Trim |
| 20 | BXMT | Blackstone Mortgage Tru-cl A | +0.2% | NEW | New buy |
| 21 | EFA | Ishares Msci Eafe ETF | +0.2% | +6.60% | Add |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | -0.56% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.74% | Add |
| 24 | VO | Vanguard Mid-cap ETF | +0.1% | +41.09% | Add |
| 25 | VTV | Vanguard Value ETF | +0.1% | +305.91% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +18.98% | Add |
| 27 | VUG | Vanguard Growth ETF | +0.1% | +263.22% | Add |
| 28 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +1.11% | Add |
| 29 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | -0.01% | Trim |
| 30 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 31 | AYS1 | Sandstorm Gold LTD | +0.1% | — | Unchanged |
| 32 | EQT | Eqt CORP | +0.1% | +0.00% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | +0.1% | -2.52% | Trim |
| 34 | XLK | Ss Technology Select Sector | +0.1% | -1.32% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | -4.29% | Trim |
| 36 | XOM | Exxon Mobil CORP | 0% | -1.88% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | -15.91% | Trim |
| 38 | IBIT | Ishares Bitcoin Trust ETF | 0% | -89.17% | Trim |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | EXIT | Sold out |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | -0.1% | -39.54% | Trim |
| 41 | PNTG | Pennant Group Inc/the | -0.1% | EXIT | Sold out |
| 42 | MGV | Vanguard Mega Cap Value ETF | -0.1% | EXIT | Sold out |
| 43 | ENSG | Ensign Group Inc/the | -0.3% | -83.90% | Trim |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.4% | -41.23% | Trim |
| 45 | MUB | Ishares National Muni Bond E | -0.4% | -12.21% | Trim |
| 46 | PFF | Ishares Preferred & Income S | -0.4% | -60.39% | Trim |
| 47 | WCN | Waste Connections Inc | -0.6% | -99.99% | Trim |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.7% | -3.70% | Trim |
| 49 | NVDA | Nvidia CORP | -2.4% | -84.41% | Trim |
| 50 | IVV | Ishares Core S&p 500 ETF | -14.6% | EXIT | Sold out |
According to official SEC Form 13F filings, Crewe Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 747 disclosed positions in Q2 2025.
During Q2 2025, Crewe Advisors LLC's top holdings by market value included SPY (8.4%)、IJH (7.7%)、IEFA (6.0%). The largest single position, SPY, represented 8.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IJH, IEFA) accounted for 16.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
BND
市值: $39.6M
Top Position Liquidated / Trimmed
IVV
前期市值: $104.1M
In Q2 2025, Crewe Advisors LLC made 48 total portfolio adjustments, initiating 9 new buys, adding to 14 positions, trimming 21 holdings, and fully liquidating 4 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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