Crewe Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Crewe Advisors LLC reported 715 stock positions worth $711.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.5%) and iShares Core S&P Midcap ETF (IJH, 7.0%). Compared with Q4 2024, it opened 119 new positions, sold out of 49, added to 141 and reduced 110. The biggest buy was iShares National Muni Bond E (MUB, shares +62%) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001730033
- Portfolio Value
- $711.6M (Q1 2025)
- SEC Filing
- 0001730033-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 715 stocks · $711.6M
| IVV iShares Core S&P 500 ETF | 14.63% | 185,268 | $104.1M | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.49% | 95,335 | $53.3M | Reduce -1.6% |
| IJH iShares Core S&P Midcap ETF | 6.97% | 850,319 | $49.6M | Add +4.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 6.06% | 54 | $43.1M | Add +1.9% |
| IEFA iShares Core MSCI Eafe ETF | 5.45% | 512,575 | $38.8M | Add +6.6% |
| ESGV Vanguard ESG US Stock ETF | 4.43% | 321,907 | $31.5M | Add +3.3% |
| DBEF Xtrackers MSCI Eafe Hedged E | 4.43% | 727,917 | $31.5M | Add +1.0% |
| PULS Pgim Ultra Short Bond ETF | 3.98% | 569,669 | $28.3M | Add +46.2% |
| MDY State Street SPDR S&P Midcap | 3.82% | 50,953 | $27.2M | Reduce -0.0% |
| MUB iShares National Muni Bond E | 3.52% | 237,821 | $25.1M | Add +62.4% |
| NVDA Nvidia Corp. | 3.04% | 199,496 | $21.6M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.67% | 85,790 | $19.0M | Reduce -19.3% |
| IWM iShares Russell 2000 ETF | 2.23% | 79,517 | $15.9M | Reduce -0.6% |
| PACS Pacs Group Inc. | 1.76% | 1,112,068 | $12.5M | No change |
| IJR iShares Core S&P Small-Cap E | 1.68% | 114,402 | $12.0M | Add +10.9% |
| TSLA Tesla Inc. | 1.61% | 44,230 | $11.5M | Add +0.6% |
| VGT Vanguard Info Tech ETF | 1.56% | 20,403 | $11.1M | Reduce -15.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.25% | 18,968 | $8.9M | Reduce -0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 1.24% | 149,269 | $8.8M | Add +6.0% |
| VOO Vanguard S&P 500 ETF | 1.10% | 15,261 | $7.8M | Reduce -40.2% |
| JPST JPMorgan Ultra-Short Income | 1.00% | 140,535 | $7.1M | Reduce -2.7% |
| EFA iShares MSCI Eafe ETF | 0.85% | 74,186 | $6.1M | Add +3.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.85% | 11,345 | $6.0M | Reduce -55.7% |
| VNQ Vanguard Real Estate ETF | 0.73% | 57,339 | $5.2M | Add +5.0% |
| PFF iShares Preferred & Income S | 0.72% | 167,865 | $5.2M | Reduce -3.4% |
| WCN Waste Connections Inc. | 0.64% | 23,500 | $4.6M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.60% | 15,527 | $4.3M | Reduce -0.0% |
| VWO Vanguard Ftse Emerging Marke | 0.59% | 92,251 | $4.2M | No change |
| EQT Eqt Corp. | 0.56% | 75,120 | $4.0M | No change |
| AMD Advanced Micro Devices | 0.55% | 38,256 | $3.9M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.52% | 68,837 | $3.7M | Add +3.5% |
| MCO Moody's Corp. | 0.41% | 6,217 | $2.9M | Reduce -3.2% |
| XOM Exxon Mobil Corp. | 0.40% | 24,042 | $2.9M | Reduce -9.1% |
| ENSG The Ensign Group Inc. | 0.37% | 20,426 | $2.6M | No change |
| SCHD Schwab US DVD Equity ETF | 0.35% | 88,935 | $2.5M | Add +0.6% |
| IWF iShares Russell 1000 Growth | 0.35% | 6,853 | $2.5M | Reduce -3.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.30% | 33,698 | $2.1M | Reduce -1.0% |
| JEPI JPMorgan Equity Premium Inco | 0.27% | 33,737 | $1.9M | Add +6.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.26% | 15,150 | $1.8M | Reduce -8.2% |
| RWAY Runway Growth Finance Corp. | 0.25% | 172,002 | $1.8M | No change |
| COST Costco Wholesale Corp. | 0.24% | 1,803 | $1.7M | Reduce -1.6% |
| DGRO iShares Core Dividend Growth | 0.22% | 25,727 | $1.6M | Add +1.1% |
| EEM iShares MSCI Emerging Market | 0.21% | 34,829 | $1.5M | Add +0.2% |
| SAND Sandstorm Gold Ltd. | 0.21% | 199,746 | $1.5M | No change |
| VEA Vanguard Ftse Developed ETF | 0.21% | 29,257 | $1.5M | No change |
| GLD SPDR Gold Shares | 0.21% | 5,102 | $1.5M | No change |
| AXP American Express Co. | 0.21% | 5,457 | $1.5M | Reduce -1.2% |
| XLK SS Technology Select Sector | 0.20% | 6,990 | $1.4M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.20% | 8,429 | $1.4M | Add +0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 5,113 | $1.3M | Add +2.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 5,104 | $1.3M | Add +11.3% |
| IDA Idacorp Inc. | 0.16% | 9,881 | $1.1M | New |
| EMB iShares JP Morgan Usd Emergi | 0.16% | 12,644 | $1.1M | Add +8.7% |
| SHEL Shell PLC-ADR | 0.16% | 15,545 | $1.1M | Add +0.9% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 48,621 | $1.1M | Add +4.1% |
| EXE Expand Energy Corp. | 0.15% | 9,433 | $1.1M | New |
| DMAX iShares LG Cap Max Buff Dec | 0.13% | 37,807 | $943K | New |
| MRK Merck & Co. Inc. | 0.13% | 10,021 | $899K | Reduce -2.3% |
| SMAX iShares L Cap MB Sep ETF | 0.12% | 34,392 | $861K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 10,059 | $838K | Add +1.1% |
| MCD McDonald's Corp. | 0.11% | 2,591 | $809K | Add +26.0% |
| BX Blackstone Inc. | 0.11% | 5,692 | $796K | Add +54.1% |
| AN Autonation Inc. | 0.11% | 4,761 | $771K | No change |
| RTX RTX Corp. | 0.10% | 5,642 | $747K | Reduce -2.9% |
| VXF Vanguard Extended Market ETF | 0.10% | 4,207 | $725K | No change |
| BKNG Booking Holdings Inc. | 0.10% | 155 | $714K | Add +8.4% |
| GIS General Mills Inc. | 0.10% | 11,700 | $700K | No change |
| WMT Walmart Inc. | 0.10% | 7,865 | $690K | Add +0.1% |
| AMP Ameriprise Financial Inc. | 0.09% | 1,378 | $667K | Add +0.1% |
| DUK Duke Energy Corp. | 0.09% | 5,144 | $627K | Add +0.7% |
| SUB iShares Short-Term National | 0.08% | 5,535 | $584K | Reduce -23.6% |
| INTC Intel Corp. | 0.08% | 25,516 | $579K | Reduce -20.2% |
| SCHB Schwab US Broad Market ETF | 0.08% | 25,878 | $557K | Add +2.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.08% | 4,265 | $550K | No change |
| SCHK Schwab 1000 Index ETF | 0.08% | 20,131 | $542K | Add +0.1% |
| XLV SS Health Care Select Sector | 0.08% | 3,697 | $540K | Reduce -39.8% |
| ABBV Abbvie Inc. | 0.07% | 2,444 | $512K | Reduce -8.0% |
| JNJ Johnson & Johnson | 0.07% | 3,036 | $503K | Reduce -1.6% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 3,579 | $486K | No change |
| MMM 3M Co. | 0.07% | 3,244 | $476K | Reduce -11.6% |
| WEC WEC Energy Group Inc. | 0.07% | 4,264 | $465K | Add +0.7% |
| INTU Intuit Inc. | 0.06% | 748 | $459K | Add +21.2% |
| AGG iShares Core U.S. Aggregate | 0.06% | 4,623 | $457K | No change |
| BBEU JPMorgan Betabuilders Europe | 0.06% | 7,249 | $448K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 1,062 | $446K | No change |
| ALL Allstate Corp. | 0.06% | 2,057 | $426K | Reduce -1.2% |
| IBKR Interactive Brokers Gro Class A | 0.06% | 2,548 | $422K | No change |
| PNTG The Pennant Group Inc. | 0.06% | 16,750 | $421K | No change |
| HG Hamilton Insurance Grou Class B | 0.06% | 20,239 | $420K | No change |
| TXN Texas Instruments Inc. | 0.06% | 2,332 | $419K | Reduce -1.1% |
| SU Suncor Energy Inc. | 0.06% | 10,794 | $418K | No change |
| ITOT iShares Core S&P Total U.S. | 0.06% | 3,320 | $405K | New |
| FISV Fiserv Inc. | 0.06% | 1,831 | $404K | Add +27.3% |
| JEF Jefferies Financial Group Inc. | 0.06% | 7,546 | $404K | No change |
| AMGN Amgen Inc. | 0.06% | 1,277 | $398K | Reduce -0.5% |
| IWV iShares Russell 3000 ETF | 0.06% | 1,232 | $391K | No change |
| SYK Stryker Corp. | 0.05% | 1,045 | $389K | Add +0.5% |
| EWJ iShares MSCI Japan ETF | 0.05% | 5,323 | $365K | Reduce -0.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.05% | 7,924 | $365K | No change |
| PEP Pepsico Inc. | 0.05% | 2,409 | $361K | Reduce -2.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 47 | $1K | No change |
Total filed on the 13F, all lines: $711.6M.
Portfolio Sells Q4 2024 → Q1 2025
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -19.3% | 2.67% | −0.85 |
| VOO Vanguard S&P 500 ETF | Reduce -40.2% | 1.10% | −0.79 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -55.7% | 0.85% | −0.75 |
| VGT Vanguard Info Tech ETF | Reduce -15.0% | 1.56% | −0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 7.49% | −0.34 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 2.23% | −0.21 |
| MDY State Street SPDR S&P Midcap | Reduce -0.0% | 3.82% | −0.18 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 1.25% | −0.09 |
| AMD Advanced Micro Devices | Reduce -1.0% | 0.55% | −0.09 |
| GE General Electric | Sold out | 0.00% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.05 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.05 |
| XLF SS Financial Select Sector | Reduce -49.9% | 0.05% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -66.2% | 0.02% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -3.4% | 0.35% | −0.05 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -39.8% | 0.08% | −0.04 |
| XSMO Invesco S&P Smallcap Momentu | Sold out | 0.00% | −0.04 |
| CMBS iShares CMBS ETF | Sold out | 0.00% | −0.04 |
| EVTR Eaton Vance Total Return | Sold out | 0.00% | −0.04 |
| EPI Wisdomtree India Earnings | Reduce -41.8% | 0.04% | −0.03 |
| XLI SS Industrial Select Sector | Reduce -88.1% | 0.00% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -3.4% | 0.72% | −0.03 |
| XLE SS Energy Select Sector | Reduce -47.0% | 0.04% | −0.03 |
| XLK SS Technology Select Sector | Reduce -1.5% | 0.20% | −0.02 |
| HYEM Vaneck Emrg MKTS Hi YLD | Sold out | 0.00% | −0.02 |
| SUB iShares Short-Term National | Reduce -23.6% | 0.08% | −0.02 |
| SPGI S&P Global Inc. | Reduce -51.3% | 0.02% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.0% | 0.60% | −0.02 |
| AXP American Express Co. | Reduce -1.2% | 0.21% | −0.02 |
| REZ Ishars Res and Multi Reales | Sold out | 0.00% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -74.4% | 0.01% | −0.02 |
| OBDC Blue Owl Capital Corp. | Reduce -40.1% | 0.02% | −0.02 |
| TJX TJX Companies Inc. | Reduce -8.2% | 0.26% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Sold out | 0.00% | −0.01 |
| IDMO Invesco S&P International DE | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.3% | 0.13% | −0.01 |
| CRM Salesforce Inc. | Reduce -7.7% | 0.04% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -87.8% | 0.00% | −0.01 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.01 |
| MCO Moody's Corp. | Reduce -3.2% | 0.41% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -15.0% | 0.04% | −0.01 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.01 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Reduce -7.1% | 0.05% | −0.01 |
| XLP SS Consumer Staples Sel Sect | Reduce -62.9% | 0.01% | −0.01 |
| EDV Vanguard Extended Dur Treas | Sold out | 0.00% | −0.01 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -98.7% | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| MUB iShares National Muni Bond E | Add +62.4% | 3.52% | +1.37 |
| PULS Pgim Ultra Short Bond ETF | Add +46.2% | 3.98% | +1.32 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +1.9% | 6.06% | +1.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.6% | 5.45% | +0.79 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +1.0% | 4.43% | +0.32 |
| IDA Idacorp Inc. | New | 0.16% | +0.16 |
| EXE Expand Energy Corp. | New | 0.15% | +0.15 |
| VSGX Vanguard ESG Intl Stock ETF | Add +6.0% | 1.24% | +0.14 |
| DMAX iShares LG Cap Max Buff Dec | New | 0.13% | +0.13 |
| SMAX iShares L Cap MB Sep ETF | New | 0.12% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +3.2% | 0.85% | +0.10 |
| VNQ Vanguard Real Estate ETF | Add +5.0% | 0.73% | +0.06 |
| ITOT iShares Core S&P Total U.S. | New | 0.06% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +1357.4% | 0.05% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +3.5% | 0.52% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +10.9% | 1.68% | +0.04 |
| IBM Intl Business Machines Corp. | Add +11.3% | 0.18% | +0.04 |
| MCD McDonald's Corp. | Add +26.0% | 0.11% | +0.03 |
| SHEL Shell PLC-ADR | Add +0.9% | 0.16% | +0.03 |
| ASPIRE BIOPHARMA HLDGS INC | New | 0.03% | +0.03 |
| BX Blackstone Inc. | Add +54.1% | 0.11% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +6.9% | 0.27% | +0.02 |
| EMB iShares JP Morgan Usd Emergi | Add +8.7% | 0.16% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +99.1% | 0.04% | +0.02 |
| IDEV iShares Core MSCI Dev MKTS | Add +323.1% | 0.02% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 0.35% | +0.02 |
| FISV Fiserv Inc. | Add +27.3% | 0.06% | +0.02 |
| CEG Constellation Energy | New | 0.01% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +398.2% | 0.02% | +0.01 |
| ET Energy Transfer LP | Add +695.3% | 0.02% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.2% | 0.21% | +0.01 |
| DUK Duke Energy Corp. | Add +0.7% | 0.09% | +0.01 |
| INTU Intuit Inc. | Add +21.2% | 0.06% | +0.01 |
| DFAT Dimensional US Target Value | New | 0.01% | +0.01 |
| WEC WEC Energy Group Inc. | Add +0.7% | 0.07% | +0.01 |
| DFEM Dimensional Emrg MRKT Core | New | 0.01% | +0.01 |
| MCK McKesson Corp. | Add +2.3% | 0.05% | +0.01 |
| DGRO iShares Core Dividend Growth | Add +1.1% | 0.22% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.4% | 0.20% | +0.01 |
| PERF Perfect Corp. | New | 0.01% | +0.01 |
| BP BP PLC-Spons ADR | Add +1.4% | 0.05% | +0.01 |
| GDDY GoDaddy Inc. Class A | New | 0.01% | +0.01 |
| ADSK Autodesk Inc. | Add +73.7% | 0.02% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +23.4% | 0.04% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | New | 0.01% | +0.01 |
| HIMS Hims & Hers Health Inc. | Add +105.9% | 0.01% | +0.01 |
| WM Waste Management Inc. | Add +0.9% | 0.04% | +0.01 |
| IRM Iron Mountain Inc. | Add +10000.0% | 0.01% | +0.01 |
| SPHQ Invesco S&P 500 Quality ETF | Add +697.8% | 0.01% | +0.01 |
| AVDV Avantis Intl S/C Value ETF | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,130 | $1.4B | IVV, PACS, IJH, SPY, IEFA |
| Q1 2026 | 1,033 | $1.2B | IVV, PACS, IJH, SPY, IEFA |
| Q4 2025 | 1,095 | $1.1B | IVV, PACS, SPY, IJH, IEFA |
| Q3 2025 | 963 | $1.0B | IVV, SPY, IJH, PULS, IEFA |
| Q2 2025 | 746 | $706.8M | SPY, IJH, IEFA, BND, BRK.A |
| Q1 2025 | 715 | $711.6M | IVV, SPY, IJH, BRK.A, IEFA |
| Q4 2024 | 645 | $725.2M | IVV, SPY, IJH, BRK.A, IEFA |
| Q3 2024 | 712 | $862.2M | ENSG, IVV, SPY, IJH, BRK.A |
| Q2 2024 | 935 | $892.4M | ENSG, IVV, SPY, IJH, BRK.A |
| Q1 2024 | 926 | $858.1M | ENSG, IVV, SPY, IJH, BRK.A |