Crewe Advisors LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$706.9M
Holdings
747
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (747 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 96,140 | $59.4M | 8.40% | |
| 2 | IJHISHARES TR | 877,935 | $54.4M | 7.70% | |
| 3 | AQLTISHARES TR | 510,399 | $42.6M | 6.03% | |
| 4 | BNDVANGUARD BD INDEX FDS | 537,186 | $39.6M | 5.60% | |
| 5 | BRK-BBERKSHIRE HATHAWAY INC DEL | 52 | $37.9M | 5.36% | |
| 6 | ESGVVANGUARD WORLD FD | 322,980 | $35.4M | 5.01% | |
| 7 | DBEFDBX ETF TR | 727,837 | $31.8M | 4.50% | |
| 8 | PULSPGIM ETF TR | 575,987 | $28.7M | 4.05% | |
| 9 | MDYSPDR S&P MIDCAP 400 ETF TR | 50,435 | $28.6M | 4.04% | |
| 10 | AAPLAPPLE INC | 106,363 | $21.8M | 3.09% | |
| 11 | MUBISHARES TR | 208,789 | $21.8M | 3.09% | |
| 12 | VBVANGUARD INDEX FDS | 85,513 | $20.3M | 2.87% | |
| 13 | IWMISHARES TR | 73,134 | $15.8M | 2.23% | |
| 14 | IJRISHARES TR | 136,696 | $14.9M | 2.11% | |
| 15 | PACSPACS GROUP INC | 1,112,068 | $14.4M | 2.03% | |
| 16 | TSLATESLA INC | 44,283 | $14.1M | 1.99% | |
| 17 | VGTVANGUARD WORLD FD | 20,378 | $13.5M | 1.91% | |
| 18 | NDQINVESCO QQQ TR | 19,693 | $10.9M | 1.54% | |
| 19 | VSGXVANGUARD WORLD FD | 148,434 | $9.7M | 1.38% | |
| 20 | HELOJ P MORGAN EXCHANGE TRADED F | 132,739 | $8.3M | 1.18% | |
| 21 | VOOVANGUARD INDEX FDS | 14,207 | $8.1M | 1.14% | |
| 22 | VCITVANGUARD SCOTTSDALE FDS | 87,389 | $7.2M | 1.03% | |
| 23 | EFAISHARES TR | 79,079 | $7.1M | 1.00% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,498 | $6.6M | 0.93% | |
| 25 | AMZNAMAZON COM INC | 26,925 | $5.9M | 0.84% | |
| 26 | AMDADVANCED MICRO DEVICES INC | 38,244 | $5.4M | 0.77% | |
| 27 | VNQVANGUARD INDEX FDS | 56,355 | $5.0M | 0.71% | |
| 28 | VWOVANGUARD INTL EQUITY INDEX F | 99,390 | $4.9M | 0.70% | |
| 29 | NVDANVIDIA CORPORATION | 31,092 | $4.9M | 0.69% | |
| 30 | EQTEQT CORP | 75,122 | $4.4M | 0.62% | |
| 31 | METAMETA PLATFORMS INC | 5,718 | $4.2M | 0.60% | |
| 32 | JPSTJ P MORGAN EXCHANGE TRADED F | 82,588 | $4.2M | 0.59% | |
| 33 | IEMGISHARES INC | 67,100 | $4.0M | 0.57% | |
| 34 | VTIVANGUARD INDEX FDS | 13,056 | $4.0M | 0.56% | |
| 35 | MCOMOODYS CORP | 6,022 | $3.0M | 0.43% | |
| 36 | IWFISHARES TR | 6,559 | $2.8M | 0.39% | |
| 37 | XOMEXXON MOBIL CORP | 23,591 | $2.5M | 0.36% | |
| 38 | SCHDSCHWAB STRATEGIC TR | 95,571 | $2.5M | 0.36% | |
| 39 | SCZISHARES TR | 33,160 | $2.4M | 0.34% | |
| 40 | PFFISHARES TR | 66,495 | $2.0M | 0.29% | |
| 41 | JEPIJ P MORGAN EXCHANGE TRADED F | 35,789 | $2.0M | 0.29% | |
| 42 | VOVANGUARD INDEX FDS | 7,214 | $2.0M | 0.29% | |
| 43 | TJXTJX COS INC NEW | 15,226 | $1.9M | 0.27% | |
| 44 | AYS1SANDSTORM GOLD LTD | 199,746 | $1.9M | 0.27% | |
| 45 | RWAYRUNWAY GROWTH FINANCE CORP | 172,002 | $1.8M | 0.26% | |
| 46 | XLKSELECT SECTOR SPDR TR | 6,898 | $1.7M | 0.25% | |
| 47 | AXPAMERICAN EXPRESS CO | 5,464 | $1.7M | 0.25% | |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 30,036 | $1.7M | 0.24% | |
| 49 | DGROISHARES TR | 26,558 | $1.7M | 0.24% | |
| 50 | COSTCOSTCO WHSL CORP NEW | 1,714 | $1.7M | 0.24% | |
| 51 | EEMISHARES TR | 34,634 | $1.7M | 0.24% | |
| 52 | MMAXISHARES TR | 61,748 | $1.6M | 0.22% | |
| 53 | GQ9SPDR GOLD TR | 5,102 | $1.6M | 0.22% | |
| 54 | IBMINTERNATIONAL BUSINESS MACHS | 5,104 | $1.5M | 0.21% | |
| 55 | PGPROCTER AND GAMBLE CO | 8,756 | $1.4M | 0.20% | |
| 56 | SCHXSCHWAB STRATEGIC TR | 48,880 | $1.2M | 0.17% | |
| 57 | IDAIDACORP INC | 9,881 | $1.1M | 0.16% | |
| 58 | EXEEXPAND ENERGY CORPORATION | 9,433 | $1.1M | 0.16% | |
| 59 | BXMTBLACKSTONE MTG TR INC | 56,113 | $1.1M | 0.15% | |
| 60 | SHELSHELL PLC | 14,822 | $1.0M | 0.15% | |
| 61 | DMAXISHARES TR | 37,807 | $975K | 0.14% | |
| 62 | ANAUTONATION INC | 4,761 | $945K | 0.13% | |
| 63 | IJKISHARES TR | 9,908 | $901K | 0.13% | |
| 64 | BKNGBOOKING HOLDINGS INC | 155 | $898K | 0.13% | |
| 65 | SMAXISHARES TR | 34,392 | $895K | 0.13% | |
| 66 | BXBLACKSTONE INC | 5,685 | $850K | 0.12% | |
| 67 | SCHBSCHWAB STRATEGIC TR | 34,599 | $824K | 0.12% | |
| 68 | RTXRTX CORPORATION | 5,631 | $822K | 0.12% | |
| 69 | VXFVANGUARD INDEX FDS | 4,207 | $810K | 0.11% | |
| 70 | WMTWALMART INC | 7,980 | $780K | 0.11% | |
| 71 | MRKMERCK & CO INC | 9,790 | $774K | 0.11% | |
| 72 | A4SAMERIPRISE FINL INC | 1,376 | $734K | 0.10% | |
| 73 | MCDMCDONALDS CORP | 2,455 | $717K | 0.10% | |
| 74 | EMBISHARES TR | 7,645 | $708K | 0.10% | |
| 75 | VTVVANGUARD INDEX FDS | 3,913 | $691K | 0.10% | |
| 76 | VUGVANGUARD INDEX FDS | 1,511 | $662K | 0.09% | |
| 77 | DUKDUKE ENERGY CORP NEW | 5,200 | $613K | 0.09% | |
| 78 | AGGISHARES TR | 6,150 | $610K | 0.09% | |
| 79 | GISGENERAL MLS INC | 11,731 | $607K | 0.09% | |
| 80 | SCHKSCHWAB STRATEGIC TR | 20,153 | $600K | 0.08% | |
| 81 | IVWISHARES TR | 5,414 | $596K | 0.08% | |
| 82 | INTUINTUIT | 754 | $593K | 0.08% | |
| 83 | SUBISHARES TR | 5,535 | $588K | 0.08% | |
| 84 | INTCINTEL CORP | 25,503 | $571K | 0.08% | |
| 85 | IBKRINTERACTIVE BROKERS GROUP IN | 10,192 | $564K | 0.08% | |
| 86 | QUALISHARES TR | 3,028 | $553K | 0.08% | |
| 87 | XLVSELECT SECTOR SPDR TR | 3,793 | $511K | 0.07% | |
| 88 | ENSGENSIGN GROUP INC | 3,288 | $507K | 0.07% | |
| 89 | MMM3M CO | 3,244 | $493K | 0.07% | |
| 90 | BBEUJ P MORGAN EXCHANGE TRADED F | 7,249 | $489K | 0.07% | |
| 91 | TXNTEXAS INSTRS INC | 2,338 | $485K | 0.07% | |
| 92 | SDYSPDR SERIES TRUST | 3,554 | $482K | 0.07% | |
| 93 | IWBISHARES TR | 1,415 | $480K | 0.07% | |
| 94 | JNJJOHNSON & JOHNSON | 3,074 | $469K | 0.07% | |
| 95 | SCHFSCHWAB STRATEGIC TR | 21,249 | $469K | 0.07% | |
| 96 | ABBVABBVIE INC | 2,459 | $456K | 0.06% | |
| 97 | WECWEC ENERGY GROUP INC | 4,304 | $448K | 0.06% | |
| 98 | ITOTISHARES TR | 3,320 | $448K | 0.06% | |
| 99 | HGHAMILTON INSURANCE GROUP LTD | 20,239 | $437K | 0.06% | |
| 100 | PANWPALO ALTO NETWORKS INC | 2,125 | $434K | 0.06% |
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