Crewe Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CA Crewe Advisors LLC | Institutional Filer | ▲ 3.80% | $1.17B | 1038 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1038)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 216K | $141.4M | 12.06% |
| 2 | PACS | PACS Group, Inc. | Financial Services | 2.8M | $88.5M | 7.55% |
| 3 | IJH | ISHARES TR | — | 1.0M | $68.4M | 5.84% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 100K | $65.2M | 5.57% |
| 5 | IEFA | ISHARES TR | — | 614K | $55.6M | 4.74% |
| 6 | BND | VANGUARD BD INDEX FDS | — | 673K | $49.6M | 4.23% |
| 7 | ESGV | VANGUARD WORLD FD | — | 365K | $40.9M | 3.49% |
| 8 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 56 | $40.2M | 3.43% |
| 9 | DBEF | DBX ETF TR | — | 763K | $37.7M | 3.22% |
| 10 | PULS | PGIM ETF TR | — | 675K | $33.4M | 2.85% |
| 11 | MSFT | Microsoft Corporation | Technology | 84K | $30.9M | 2.64% |
| 12 | MDY | STATE STR SPDR S&P MIDCAP 40 | — | 50K | $30.9M | 2.64% |
| 13 | AAPL | Apple Inc. | Technology | 105K | $26.7M | 2.28% |
| 14 | MUB | ISHARES TR | — | 235K | $25.0M | 2.13% |
| 15 | VB | VANGUARD INDEX FDS | — | 86K | $22.4M | 1.91% |
Showing 1 to 15 of 1000 holdings