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CIK: 0002052279
Total reported value
$766.0M
$766.0M
636 檔
28.6%
At the close of Q3 2025, Crews Bank & Trust disclosed equity holdings valued at approximately $766.0M, spread across 636 reported holdings.
Crews Bank & Trust executed strategic sector rebalancing during Q3 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 22 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, SLQD, VIG) accounted for 28.6% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 636 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 | 12.55% | +0.77% | +5.24% | |
| 2 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 5.09% | -0.37% | +5.09% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.03% | +0.15% | +11.05% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 4.95% | -0.15% | +2.06% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.41% | +0.48% | +11.89% | |
| 6 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 4.09% | +0.03% | -9.17% | |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.29% | -0.27% | +18.38% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.13% | -0.02% | -6.26% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.05% | -0.34% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.68% | -0.23% | +3.20% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.14% | -1.31% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.28% | +0.04% | +3.35% | |
| 13 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 2.28% | -0.01% | -6.90% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.43% | -0.14% | +2.50% | |
| 15 | XLK | Ss Technology Select Sector | ETF-Tech | 1.28% | +0.31% | +0.70% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.27% | +0.06% | +10.58% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.24% | -0.01% | +1.90% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.02% | -0.64% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | +0.03% | +0.23% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.13% | -0.05% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.10% | -0.17% | |
| 22 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.88% | -0.07% | -36.56% | |
| 23 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.87% | -0.09% | -1.12% | |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.79% | -0.12% | +1.72% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.01% | -0.93% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | +0.02% | +0.99% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.70% | -0.06% | +7.70% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.11% | -0.93% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.06% | -0.82% | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.63% | -0.08% | +7.40% | |
| 31 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.61% | — | -9.55% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.54% | +0.01% | -0.21% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.05% | -0.74% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.47% | -0.02% | +3.81% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.02% | -1.30% | |
| 36 | ICE | Intercontinental Exchange In | Stock-Financials | 0.43% | -0.12% | -0.17% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | -3.71% | |
| 38 | VOX | Vanguard Communication Servi | ETF-Other | 0.41% | -0.03% | -0.71% | |
| 39 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.39% | +0.15% | +9434.78% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.39% | -0.04% | -2.51% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.37% | -0.11% | -2.71% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.08% | -0.87% | |
| 43 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.37% | -0.08% | +12.09% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.36% | -0.01% | -3.03% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.36% | -0.01% | +1.02% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | -0.03% | -1.73% | |
| 47 | PFFD | Global X US Preferred ETF | ETF-Other | 0.35% | -0.02% | -1.71% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.34% | +0.07% | -0.18% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.01% | +0.23% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | +0.01% | -3.46% |
According to official SEC Form 13F filings, Crews Bank & Trust reported a total U.S. public equity portfolio value of $766.0M across 636 disclosed positions in Q3 2025.
During Q3 2025, Crews Bank & Trust's top holdings by market value included SPYM (12.6%)、SLQD (5.1%)、VIG (5.0%). The largest single position, SPYM, represented 12.6% of total portfolio value.
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Top New Position Initiated
COF
市值: $1.0M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $844.6K
In Q3 2025, Crews Bank & Trust made 50 total portfolio adjustments, initiating 1 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 2 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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