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CIK: 0002052279
Total reported value
$766.0M
$766.0M
609 檔
23.4%
The Q4 2024 SEC filing reveals that Crews Bank & Trust held a total portfolio value of $766.0M, covering 609 public equity positions.
During Q4 2024, Crews Bank & Trust's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SLQD, VYM) accounted for 23.4% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 609 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 11.26% | +0.77% | — | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.29% | -0.37% | — | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.78% | -0.15% | — | |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.57% | +0.03% | — | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.38% | +0.15% | — | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.67% | +0.48% | — | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.48% | -0.02% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.30% | +0.05% | — | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.96% | -0.27% | — | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.71% | -0.23% | — | |
| 11 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.41% | -0.01% | — | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.23% | +0.04% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.14% | — | |
| 14 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.62% | -0.07% | — | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.51% | -0.14% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.16% | +0.31% | — | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | +0.02% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | +0.03% | — | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.00% | -0.01% | — | |
| 20 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.97% | -0.09% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.93% | +0.13% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.85% | +0.06% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.02% | — | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.10% | — | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.81% | — | — | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.11% | — | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.74% | -0.12% | — | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.06% | — | |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.67% | -0.06% | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.01% | — | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.62% | +0.01% | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.59% | — | — | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.55% | -0.02% | — | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.02% | — | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.50% | -0.08% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.05% | — | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.48% | -0.04% | — | |
| 38 | ICE | Intercontinental Exchange In | Stock-Financials | 0.45% | -0.12% | — | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.03% | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.08% | — | |
| 41 | VOX | Vanguard Communication Servi | ETF-Other | 0.40% | -0.03% | — | |
| 42 | PFFD | Global X US Preferred ETF | ETF-Other | 0.40% | -0.02% | — | |
| 43 | XLV | Ss Health Care Select Sector | ETF-Other | 0.39% | -0.01% | — | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.38% | -0.01% | — | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.07% | — | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.38% | -0.01% | — | |
| 47 | HDV | Ishares Core High Dividend E | ETF-Other | 0.34% | -0.04% | — | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.33% | -0.04% | — | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.32% | -0.10% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | -0.02% | — |
According to official SEC Form 13F filings, Crews Bank & Trust reported a total U.S. public equity portfolio value of $766.0M across 609 disclosed positions in Q4 2024.
During Q4 2024, Crews Bank & Trust's top holdings by market value included SPYM (11.3%)、SLQD (5.3%)、VYM (4.8%). The largest single position, SPYM, represented 11.3% of total portfolio value.
In Q4 2024, Crews Bank & Trust 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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