Crewe Advisors LLC Portfolio Holdings
Q3 2025•957 long positions•$1.0B portfolio value
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Holding1,066 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $131.8M 12.62% | +$131.8M Bought | — 196.9K shares | — | — | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $67.8M 6.5% | +$3.8M Bought | — 101.8K shares | 96.1K → 101.8K +$3.8M | +5.9% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $58.8M 5.63% | +$1.5M Bought | — 901.5K shares | 877.9K → 901.5K +$1.5M | +2.69% | — — | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $46.8M 4.48% | +$18.1M Bought | — 939.5K shares | 576.0K → 939.5K +$18.1M | +63.11% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $46.1M 4.41% | +$1.5M Bought | — 527.7K shares | 510.4K → 527.7K +$1.5M | +3.4% | — — | Q3 2020 Held for 5y 2m | |
ETF ETF | $42.9M 4.11% | +$2.9M Bought | — 576.5K shares | 537.2K → 576.5K +$2.9M | +7.32% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $42.2M 4.04% | +$3.0M Bought | 0.004% 56.0 shares | 52.0 → 56.0 +$3.0M | +7.69% | $1.08T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $38.2M 3.66% | -$65.3K Sold | — 322.4K shares | 323.0K → 322.4K −$65.3K | -0.17% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $34.2M 3.28% | +$457.6K Bought | — 737.7K shares | 727.8K → 737.7K +$457.6K | +1.35% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $31.2M 2.99% | +$31.2M Bought | 0.001% 60.2K shares | — | — | $3.85T Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $29.9M 2.86% | -$188.3K Sold | — 50.1K shares | 50.4K → 50.1K −$188.3K | -0.63% | — — | Q4 2017 Held for 7y 11m | |
Consumer Electronics Technology | $27.0M 2.58% | -$96.0K Sold | 0.001% 106.0K shares | 106.4K → 106.0K −$96.0K | -0.35% | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $22.3M 2.13% | +$52.7K Bought | — 209.3K shares | 208.8K → 209.3K +$52.7K | +0.24% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $21.7M 2.08% | — | — 85.5K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $18.6M 1.78% | -$1.1M Sold | 0.001% 41.9K shares | 44.3K → 41.9K −$1.1M | -5.46% | $1.48T Mega Cap | Q1 2024 Held for 1y 8m | |
Oil & Gas Integrated Energy | $18.6M 1.78% | +$18.6M Bought | 0.006% 119.6K shares | — | — | $312.88B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $17.5M 1.68% | -$155.3K Sold | — 72.5K shares | 73.1K → 72.5K −$155.3K | -0.88% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $16.9M 1.62% | +$623.1K Bought | — 141.9K shares | 136.7K → 141.9K +$623.1K | +3.84% | — — | Q3 2020 Held for 5y 2m | |
Financial - Conglomerates Financial Services | $15.3M 1.46% | — | 0.717% 1.1M shares | — | — | $2.1B Mid Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $15.2M 1.46% | +$746.6 Bought | — 20.4K shares | 20.4K → 20.4K +$746.6 | +0.0% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $13.1M 1.26% | +$13.1M Bought | 0.0% 53.9K shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $12.9M 1.24% | +$6.1M Bought | 0.001% 25.7K shares | 13.5K → 25.7K +$6.1M | +90.46% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $12.0M 1.15% | +$213.1K Bought | — 20.0K shares | 19.7K → 20.0K +$213.1K | +1.8% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.2M 0.98% | -$62.5K Sold | — 147.5K shares | 148.4K → 147.5K −$62.5K | -0.61% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.0M 0.859% | +$345.1K Bought | — 138.0K shares | 132.7K → 138.0K +$345.1K | +4.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.9M 0.76% | +$556.1K Bought | — 85.0K shares | 79.1K → 85.0K +$556.1K | +7.53% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $7.7M 0.736% | +$338.5K Bought | — 91.4K shares | 87.4K → 91.4K +$338.5K | +4.6% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $7.5M 0.717% | -$1.2M Sold | — 12.2K shares | 14.2K → 12.2K −$1.2M | -13.96% | — — | Q3 2018 Held for 7y 2m | |
Internet Content & Information Communication Services | $7.1M 0.677% | +$7.1M Bought | 0.0% 29.1K shares | — | — | $2.95T Mega Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $6.6M 0.628% | +$756.0K Bought | 0.0% 35.1K shares | 31.1K → 35.1K +$756.0K | +13.03% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $6.3M 0.607% | +$154.3K Bought | 0.002% 39.2K shares | 38.2K → 39.2K +$154.3K | +2.49% | $262.56B Mega Cap | Q1 2024 Held for 1y 8m | |
Specialty Retail Consumer Cyclical | $6.0M 0.572% | +$56.9K Bought | 0.0% 27.2K shares | 26.9K → 27.2K +$56.9K | +0.96% | $2.34T Mega Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $5.8M 0.558% | +$5.8M Bought | 0.001% 17.1K shares | — | — | $662.60B Mega Cap | Q3 2025 Held for 2 months | |
Entertainment Communication Services | $5.1M 0.491% | +$5.1M Bought | 0.001% 4.3K shares | — | — | $509.45B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $5.1M 0.49% | -$36.9K Sold | — 56.0K shares | 56.4K → 56.0K −$36.9K | -0.72% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.9M 0.471% | -$461.9K Sold | — 90.9K shares | 99.4K → 90.9K −$461.9K | -8.58% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.7M 0.453% | +$447.0K Bought | — 14.4K shares | 13.1K → 14.4K +$447.0K | +10.43% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.6M 0.443% | +$431.7K Bought | — 91.1K shares | 82.6K → 91.1K +$431.7K | +10.3% | — — | Q3 2020 Held for 5y 2m | |
Internet Content & Information Communication Services | $4.3M 0.412% | +$105.8K Bought | 0.0% 5.9K shares | 5.7K → 5.9K +$105.8K | +2.52% | $1.84T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $4.3M 0.412% | -$126.0K Sold | — 65.2K shares | 67.1K → 65.2K −$126.0K | -2.85% | — — | Q3 2020 Held for 5y 2m | |
Oil & Gas Exploration & Production Energy | $4.1M 0.392% | -$108.9 Sold | 0.012% 75.1K shares | 75.1K → 75.1K −$108.9 | -0.0% | $34.0B Large Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $3.9M 0.378% | +$3.9M Bought | 0.0% 12.5K shares | — | — | $867.35B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $3.3M 0.313% | +$200.9K Bought | — 7.0K shares | 6.6K → 7.0K +$200.9K | +6.54% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $2.9M 0.273% | +$2.9M Bought | 0.0% 8.7K shares | — | — | $1.56T Mega Cap | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $2.7M 0.262% | +$77.6K Bought | 0.001% 24.3K shares | 23.6K → 24.3K +$77.6K | +2.92% | $480.68B Mega Cap | Q1 2024 Held for 1y 8m | |
Computer Hardware Technology | $2.7M 0.256% | +$2.7M Bought | 0.001% 18.3K shares | — | — | $183.14B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 0.249% | -$10.8K Sold | — 95.2K shares | 95.6K → 95.2K −$10.8K | -0.41% | — — | Q1 2022 Held for 3y 8m | |
Financial - Data & Stock Exchanges Financial Services | $2.6M 0.247% | -$286.8K Sold | 0.003% 5.4K shares | 6.0K → 5.4K −$286.8K | -10.0% | $85.5B Large Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.6M 0.245% | +$9.9K Bought | — 33.3K shares | 33.2K → 33.3K +$9.9K | +0.39% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $2.5M 0.242% | +$1.9M Bought | — 23.6K shares | 5.5K → 23.6K +$1.9M | +326.87% | — — | Q4 2023 Held for 1y 11m |
