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CIK: 0002052279
Total reported value
$766.0M
$766.0M
609 檔
23.1%
In Q1 2025, Crews Bank & Trust's U.S. equity holdings reached a combined market value of $766.0M, distributed across 609 disclosed stock positions.
During Q1 2025, Crews Bank & Trust performed routine portfolio adjustments (2 new buys, 22 additions, 25 trims, and 0 full exits), keeping overall allocation balanced.
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 | 11.03% | +0.77% | +1.50% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.46% | -0.37% | +0.96% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.95% | -0.15% | +1.27% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.50% | +0.15% | +2.49% | |
| 5 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.29% | +0.03% | +2.36% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.40% | +0.48% | +1.19% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.32% | -0.02% | +0.70% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.10% | -0.27% | +2.01% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.93% | +0.05% | -1.03% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.84% | -0.23% | +1.73% | |
| 11 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.47% | -0.01% | +2.88% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.24% | +0.04% | +0.40% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.14% | -0.88% | |
| 14 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 1.62% | -0.07% | +1.01% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.57% | -0.14% | +1.17% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | +0.02% | -1.02% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.13% | -0.01% | +10.36% | |
| 18 | XLK | Ss Technology Select Sector | ETF-Tech | 1.08% | +0.31% | +3.36% | |
| 19 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.00% | -0.09% | +1.41% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.03% | -0.82% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.06% | +11.67% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.86% | +0.13% | -0.80% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.84% | +0.11% | -1.01% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.84% | -0.12% | +11.59% | |
| 25 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.80% | — | -2.70% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | -1.03% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.72% | -0.06% | +5.19% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | +0.10% | -0.34% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.01% | -1.44% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.62% | +0.06% | -1.77% | |
| 31 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.61% | -0.08% | +18.31% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.57% | +0.01% | -3.41% | |
| 33 | ICE | Intercontinental Exchange In | Stock-Financials | 0.52% | -0.12% | -1.33% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.51% | -0.02% | -6.31% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.50% | -0.04% | +1.31% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.02% | -2.52% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.49% | — | -19.77% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.08% | -2.39% | |
| 39 | XLF | Ss Financial Select Sector | ETF-Other | 0.41% | -0.01% | +3.57% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-Other | 0.40% | -0.01% | -3.91% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.05% | -2.33% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-Other | 0.39% | -0.04% | +5.56% | |
| 43 | VOX | Vanguard Communication Servi | ETF-Other | 0.38% | -0.03% | -2.26% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.38% | +0.07% | -0.81% | |
| 45 | PFFD | Global X US Preferred ETF | ETF-Other | 0.38% | -0.02% | -4.14% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.03% | -23.75% | |
| 47 | ACIC | American Coastal Insurance C | Stock-Other | 0.37% | -0.04% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | +0.01% | -1.98% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.10% | -6.43% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.34% | -0.11% | +7.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACIC | American Coastal Insurance C | +0.4% | NEW | New buy |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +1.27% | Add |
| 3 | SLQD | Ishares 0-5 Yr Inv Grd CORP | +0.2% | +0.96% | Add |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +2.01% | Add |
| 5 | V | Visa Inc-class A Shares | +0.1% | -1.02% | Trim |
| 6 | VCIT | Vanguard Int-term Corporate | +0.1% | +1.73% | Add |
| 7 | DGRO | Ishares Core Dividend Growth | +0.1% | +10.36% | Add |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.49% | Add |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +18.31% | Add |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +11.59% | Add |
| 11 | ICE | Intercontinental Exchange In | +0.1% | -1.33% | Trim |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +27.23% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.67% | Add |
| 14 | BSV | Vanguard Short-term Bond ETF | +0.1% | +1.17% | Add |
| 15 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +61.95% | Add |
| 16 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +7.32% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | -1.98% | Trim |
| 18 | HDV | Ishares Core High Dividend E | +0.1% | +5.56% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | -1.01% | Trim |
| 20 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +5.19% | Add |
| 21 | AMT | American Tower CORP | 0% | -2.26% | Trim |
| 22 | VTEI | Vanguard Int Tax-exempt Bond | 0% | +163.57% | Add |
| 23 | IBMS | Isharesibonddec2030munibdetf | 0% | NEW | New buy |
| 24 | CME | Cme Group Inc | 0% | -1.44% | Trim |
| 25 | CVS | Cvs Health CORP | 0% | -1.31% | Trim |
| 26 | DE | Deere & Co | 0% | — | Unchanged |
| 27 | CARR | Carrier Global CORP | 0% | -2.75% | Trim |
| 28 | TFI | Ss Spdr N Ice Muni Bond ETF | 0% | -43.19% | Trim |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.82% | Trim |
| 30 | ADBE | Adobe Inc | 0% | -3.20% | Trim |
| 31 | XLY | Ss Consumer Disc Select Sect | 0% | -0.30% | Trim |
| 32 | PFF | Ishares Preferred & Income S | 0% | -6.31% | Trim |
| 33 | NVDA | Nvidia CORP | 0% | +1.76% | Add |
| 34 | HD | Home Depot Inc | 0% | -2.52% | Trim |
| 35 | MDY | State Street Spdr S&p Midcap | -0.1% | -3.41% | Trim |
| 36 | ORCL | Oracle CORP | -0.1% | -2.08% | Trim |
| 37 | JNJ | Johnson & Johnson | -0.1% | -23.75% | Trim |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.80% | Trim |
| 39 | IWM | Ishares Russell 2000 ETF | -0.1% | -1.77% | Trim |
| 40 | XLK | Ss Technology Select Sector | -0.1% | +3.36% | Add |
| 41 | GOOG | Alphabet Inc-cl C | -0.1% | -2.33% | Trim |
| 42 | VNQ | Vanguard Real Estate ETF | -0.1% | -19.77% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.1% | -1.03% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.34% | Trim |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.2% | +0.70% | Add |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | +1.50% | Add |
| 47 | MSFT | Microsoft CORP | -0.2% | -0.88% | Trim |
| 48 | VUG | Vanguard Growth ETF | -0.3% | +1.19% | Add |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.3% | +2.36% | Add |
| 50 | AAPL | Apple Inc | -0.4% | -1.03% | Trim |
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 Q1 2025.
During Q1 2025, Crews Bank & Trust's top holdings by market value included SPYM (11.0%)、SLQD (5.5%)、VYM (5.0%). The largest single position, SPYM, represented 11.0% 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 SPYM, SLQD, VYM) accounted for 23.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
ACIC
市值: $2.2M
Top Position Liquidated / Trimmed
AAPL
前期市值: $19.6M
In Q1 2025, Crews Bank & Trust made 49 total portfolio adjustments, initiating 2 new buys, adding to 22 positions, trimming 25 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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