Crewe Advisors LLC
Follow13F filer, CIK 1730033, SALT LAKE CITY, UT
Crewe Advisors LLC reported $1,047,840,346 across 964 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 51.54% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001730033-25-000006
- Period
- 2025-09-30
- Reported value
- $1.05B
- Holdings
- 964
- Top 10 weight
- 51.54%
- New
- 327
- Sold out
- 110
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| IVVnew | +196,850 | $132M |
| MSFTnew | +60,202 | $31.2M |
| CVXnew | +119,618 | $18.6M |
| PULSadded | +363,497 | $18.1M |
| GOOGnew | +53,933 | $13.1M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOOreduced | -1,983 | -$1.21M |
| BXMTexited | -56,113 | -$1.08M |
| TSLAreduced | -2,419 | -$1.08M |
| IJKreduced | -5,450 | -$523K |
| VOreduced | -1,777 | -$522K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 964 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BXMTBLACKSTONE MORTGAGE TRUST IN | 56,113 | $1.08M | shares |
| KTKT CORP | 7,000 | $145K | shares |
| SPTMSPDR SERIES TRUST | 469 | $35.1K | shares |
| IGEISHARES TR | 618 | $27.3K | shares |
| FTGCFIRST TR EXCHANGE TRAD FD VI | 1,092 | $26.9K | shares |
| TFCTRUIST FINL CORP | 360 | $15.5K | shares |
| LUCID GROUP INCLUCID GROUP INC | 7,317 | $15.4K | shares |
| NWNNORTHWEST NAT HLDG CO | 376 | $14.9K | shares |
| SMMUPIMCO ETF TR | 234 | $11.7K | shares |
| NLYANNALY CAPITAL MANAGEMENT IN | 595 | $11.2K | shares |
| PVALPUTNAM ETF TRUST | 259 | $10.4K | shares |
| IBBISHARES TR | 82 | $10.4K | shares |
| TPRTAPESTRY INC | 115 | $10.1K | shares |
| KKELLANOVA | 106 | $8.43K | shares |
| HELPCYBIN INC | 956 | $8.02K | shares |
| SPABSPDR SERIES TRUST | 288 | $7.37K | shares |
| JVALJ P MORGAN EXCHANGE TRADED F | 137 | $6.06K | shares |
| STXSEAGATE TECHNOLOGY HLDNGS PL | 40 | $5.77K | shares |
| ARGTGLOBAL X FDS | 63 | $5.34K | shares |
| NGGNATIONAL GRID PLC | 54 | $4.02K | shares |
| MUNIPIMCO ETF TR | 74 | $3.8K | shares |
| TGTTARGET CORP | 32 | $3.16K | shares |
| XELXCEL ENERGY INC | 45 | $3.06K | shares |
| BTIBRITISH AMERN TOB PLC | 61 | $2.89K | shares |
| ENVIROTECH VEHICLES INCENVIROTECH VEHICLES INC | 14,700 | $2.63K | shares |
| SCHRSCHWAB STRATEGIC TR | 99 | $2.48K | shares |
| HBANHUNTINGTON BANCSHARES INC | 137 | $2.3K | shares |
| TRPTC ENERGY CORP | 47 | $2.29K | shares |
| ECLECOLAB INC | 8 | $2.16K | shares |
| VLTOVERALTO CORP | 21 | $2.12K | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 130 | $1.67K | shares |
| KVUEKENVUE INC | 76 | $1.59K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 19 | $1.38K | shares |
| SPYINEOS ETF TRUST | 25 | $1.26K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 18 | $1.04K | shares |
| AMCOR PLCAMCOR PLC | 110 | $1.01K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 3 | $926 | shares |
| HCAHCA HEALTHCARE INC | 2 | $767 | shares |
| HOODROBINHOOD MKTS INC | 7 | $656 | shares |
| SNASNAP ON INC | 2 | $623 | shares |
| NBISNEBIUS GROUP N.V. | 11 | $609 | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 4 | $606 | shares |
| PAYXPAYCHEX INC | 4 | $582 | shares |
| WCNWASTE CONNECTIONS INC | 3 | $561 | shares |
| RMDRESMED INC | 2 | $516 | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 3 | $492 | shares |
| IVZINVESCO LTD | 31 | $489 | shares |
| ADIANALOG DEVICES INC | 2 | $477 | shares |
| WELLWELLTOWER INC | 3 | $462 | shares |
| DXCMDEXCOM INC | 5 | $437 | shares |
| MWAMUELLER WTR PRODS INC | 18 | $433 | shares |
| COFCAPITAL ONE FINL CORP | 2 | $426 | shares |
| VICIVICI PPTYS INC | 13 | $424 | shares |
| JCIJOHNSON CONTROLS INTERNATION | 4 | $423 | shares |
| PHMPULTE GROUP INC | 4 | $422 | shares |
| HHYATT HOTELS CORP | 3 | $419 | shares |
| GRMNGARMIN LTD | 2 | $418 | shares |
| HESS CORPHESS CORP | 3 | $416 | shares |
| EPRTESSENTIAL PPTYS RLTY TR INC | 13 | $415 | shares |
| WK KELLOGG COWK KELLOGG CO | 26 | $415 | shares |
| HIMSHIMS & HERS HEALTH INC | 8 | $399 | shares |
| GGENPACT LIMITED | 9 | $397 | shares |
| MASMASCO CORP | 6 | $387 | shares |
| CTRACOTERRA ENERGY INC | 15 | $381 | shares |
| PKGPACKAGING CORP AMER | 2 | $377 | shares |
| EMNEASTMAN CHEM CO | 5 | $374 | shares |
| GLPIGAMING & LEISURE P | 8 | $374 | shares |
| FULTFULTON FINL CORP PA | 20 | $361 | shares |
| DGXQUEST DIAGNOSTICS INC | 2 | $360 | shares |
| REGREGENCY CTRS CORP | 5 | $357 | shares |
| THOTHOR INDS INC | 4 | $356 | shares |
| TRGPTARGA RES CORP | 2 | $349 | shares |
| VMRKVIVMARK RESIDENTIAL | 5 | $338 | shares |
| PPLIPEOPLE INC | 9 | $337 | shares |
| BWABORGWARNER INC | 10 | $335 | shares |
| ONON SEMICONDUCTOR CORP | 6 | $333 | shares |
| LENLENNAR CORP | 3 | $332 | shares |
| EIGEMPLOYERS HLDGS INC | 7 | $331 | shares |
| RPMRPM INTL INC | 3 | $330 | shares |
| SLGNSILGAN HLDGS INC | 6 | $326 | shares |
| TXTTEXTRON INC | 4 | $322 | shares |
| INVAINNOVIVA INC | 16 | $322 | shares |
| WPCWP CAREY INC | 5 | $312 | shares |
| DOCUDOCUSIGN INC | 4 | $312 | shares |
| LADRLADDER CAP CORP | 29 | $312 | shares |
| HSTHOST HOTELS & RESORTS INC | 20 | $308 | shares |
| AYIACUITY INC | 1 | $299 | shares |
| EBAYEBAY INC. | 4 | $298 | shares |
| SLMSLM CORP | 9 | $296 | shares |
| INSWINTERNATIONAL SEAWAYS INC | 8 | $292 | shares |
| SNDRSCHNEIDER NATIONAL INC | 12 | $290 | shares |
| ZZILLOW GROUP INC | 4 | $281 | shares |
| BCBRUNSWICK CORP | 5 | $277 | shares |
| SWKSTANLEY BLACK & DECKER INC | 4 | $271 | shares |
| EMREMERSON ELEC CO | 2 | $267 | shares |
| OVVOVINTIV INC | 7 | $267 | shares |
| HOLXHOLOGIC INC | 4 | $261 | shares |
| GGGGRACO INC | 3 | $258 | shares |
| LPXLOUISIANA PAC CORP | 3 | $258 | shares |
| NBIXNEUROCRINE BIOSCIENCES INC | 2 | $252 | shares |
| ASHASHLAND INC | 5 | $252 | shares |
| EOGEOG RES INC | 2 | $240 | shares |
| XYLDGLOBAL X FDS | 6 | $222 | shares |
| CCICROWN CASTLE INC | 2 | $206 | shares |
| JBLUJETBLUE AIRWAYS CORP | 40 | $170 | shares |
| BKRBAKER HUGHES COMPANY | 4 | $154 | shares |
| URAGLOBAL X FDS | 2 | $90 | shares |
| SOUNSOUNDHOUND AI INC | 8 | $86 | shares |
| AMTMAMENTUM HOLDINGS INC | 3 | $71 | shares |
| CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC | 16 | $12 | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001730033-25-000006 | base | 2025-11-13 | acceptance time not in the bulk data set |