Crews Bank & Trust
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 23, 2025), Crews Bank & Trust reported 608 stock positions worth $593.3 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.3% of the portfolio, followed by iShares 0-5 YR Inv GRD (SLQD, 5.3%) and Vanguard High DVD Yield ETF (VYM, 4.8%).
- Most Recent 13F
- Q2 2026
- Location
- PORT CHARLOTTE, FL
- CIK
- 0002052279
- Portfolio Value
- $593.3M (Q4 2024)
- SEC Filing
- 0001140361-25-001717 ↗ filed Jan 23, 2025
Holdings Value
Holdings 608 stocks · $593.3M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.26% | 969,010 | $66.8M | — |
| SLQD iShares 0-5 YR Inv GRD Corp. | 5.29% | 630,908 | $31.4M | — |
| VYM Vanguard High DVD Yield ETF | 4.78% | 222,191 | $28.3M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 4.57% | 603,516 | $27.1M | — |
| VIG Vanguard Dividend Apprec ETF | 4.38% | 132,614 | $26.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.67% | 53,090 | $21.8M | — |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.48% | 377,412 | $20.6M | — |
| AAPL Apple Inc. | 3.30% | 78,198 | $19.6M | — |
| SPIB SS SPDR P Int C Corp. ETF | 2.96% | 536,786 | $17.6M | — |
| VCIT Vanguard Int-Term Corporate | 2.71% | 200,151 | $16.1M | — |
| EUSA iShares MSCI USA Equal Weigh | 2.41% | 150,193 | $14.3M | — |
| RSP Invesco S&P 500 Equal Weight | 2.23% | 75,604 | $13.2M | — |
| MSFT Microsoft Corp. | 2.22% | 31,300 | $13.2M | — |
| PSK SS SPDR Ice Pref Sec ETF | 1.62% | 290,655 | $9.6M | — |
| BSV Vanguard Short-Term Bond ETF | 1.51% | 115,964 | $9.0M | — |
| XLK SS Technology Select Sector | 1.16% | 29,690 | $6.9M | — |
| V Visa Inc. Class A | 1.14% | 21,462 | $6.8M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.00% | 10,156 | $6.0M | — |
| DGRO iShares Core Dividend Growth | 1.00% | 96,741 | $5.9M | — |
| VUSB Vanguard Ultra Short Bond Et | 0.97% | 116,158 | $5.8M | — |
| QQQ Invesco QQQ Trust Series 1 | 0.93% | 10,793 | $5.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.85% | 17,396 | $5.0M | — |
| AMZN Amazon.com Inc. | 0.84% | 22,775 | $5.0M | — |
| GOOGL Alphabet Inc. Class A | 0.84% | 26,361 | $5.0M | — |
| IBDQ iShares Ibonds Dec 2025 Term | 0.81% | 192,270 | $4.8M | — |
| LLY Eli Lilly & Co. | 0.79% | 6,045 | $4.7M | — |
| IBDR iShares Ibonds Dec 2026 Term | 0.74% | 182,645 | $4.4M | — |
| IWM iShares Russell 2000 ETF | 0.69% | 18,511 | $4.1M | — |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.67% | 165,270 | $4.0M | — |
| JPM JPMorgan Chase & Co. | 0.66% | 16,431 | $3.9M | — |
| MDY State Street SPDR S&P Midcap | 0.62% | 6,450 | $3.7M | — |
| VNQ Vanguard Real Estate ETF | 0.59% | 39,388 | $3.5M | — |
| PFF iShares Preferred & Income S | 0.55% | 103,620 | $3.3M | — |
| HD Home Depot Inc. | 0.53% | 8,098 | $3.2M | — |
| IBDT iShares Ibonds Dec 2028 ETF | 0.50% | 119,055 | $3.0M | — |
| GOOG Alphabet Inc. Class C | 0.49% | 15,225 | $2.9M | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.48% | 26,806 | $2.9M | — |
| ICE Intercontinental Exchange Inc. | 0.45% | 17,951 | $2.7M | — |
| JNJ Johnson & Johnson | 0.43% | 17,553 | $2.5M | — |
| MCD McDonald's Corp. | 0.42% | 8,577 | $2.5M | — |
| VOX Vanguard Communication Servi | 0.40% | 15,488 | $2.4M | — |
| PFFD Global X US Preferred ETF | 0.40% | 122,055 | $2.4M | — |
| XLV SS Health Care Select Sector | 0.39% | 16,644 | $2.3M | — |
| XLF SS Financial Select Sector | 0.38% | 47,153 | $2.3M | — |
| QCOM Qualcomm Inc. | 0.38% | 14,735 | $2.3M | — |
| XLY SS Consumer Disc Select Sect | 0.38% | 10,003 | $2.2M | — |
| HDV iShares Core High Dividend E | 0.34% | 17,882 | $2.0M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.33% | 25,487 | $1.9M | — |
| CVX Chevron Corp. | 0.32% | 13,048 | $1.9M | — |
| PG The Procter & Gamble Co. | 0.32% | 11,208 | $1.9M | — |
| ADBE Adobe Inc. | 0.31% | 4,191 | $1.9M | — |
| HON Honeywell International Inc. | 0.31% | 8,190 | $1.9M | — |
| ORCL Oracle Corp. | 0.30% | 10,803 | $1.8M | — |
| ABBV Abbvie Inc. | 0.30% | 10,117 | $1.8M | — |
| XLI SS Industrial Select Sector | 0.30% | 13,559 | $1.8M | — |
| CARR Carrier Global Corp. | 0.29% | 25,491 | $1.7M | — |
| VYMI Vanguard Int High DVD YLD Inc. | 0.29% | 25,410 | $1.7M | — |
| TFC Truist Financial Corp. | 0.28% | 38,656 | $1.7M | — |
| COST Costco Wholesale Corp. | 0.28% | 1,820 | $1.7M | — |
| BLK BlackRock Inc. | 0.27% | 1,564 | $1.6M | — |
| NEE Nextera Energy Inc. | 0.27% | 22,159 | $1.6M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.27% | 9,380 | $1.6M | — |
| CME Cme Group Inc. | 0.26% | 6,644 | $1.5M | — |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 15,346 | $1.5M | — |
| DE Deere & Co. | 0.26% | 3,623 | $1.5M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 0.26% | 49,740 | $1.5M | — |
| CSCO Cisco Systems Inc. | 0.25% | 25,046 | $1.5M | — |
| NVDA Nvidia Corp. | 0.25% | 11,024 | $1.5M | — |
| AMT American Tower Corp. | 0.25% | 8,059 | $1.5M | — |
| XLB SS Materials Select Sector | 0.24% | 16,970 | $1.4M | — |
| PEP Pepsico Inc. | 0.24% | 9,300 | $1.4M | — |
| WMT Walmart Inc. | 0.24% | 15,495 | $1.4M | — |
| XOM Exxon Mobil Corp. | 0.23% | 12,961 | $1.4M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.23% | 16,516 | $1.4M | — |
| SHV iShares 0-1 Year Treasury Bo | 0.22% | 11,941 | $1.3M | — |
| XLE SS Energy Select Sector | 0.22% | 14,948 | $1.3M | — |
| IBDU iShares Ibonds Dec 2029 Term | 0.21% | 55,925 | $1.3M | — |
| LMT Lockheed Martin Corp. | 0.21% | 2,565 | $1.2M | — |
| UNH Unitedhealth Group Inc. | 0.20% | 2,358 | $1.2M | — |
| PAYX Paychex Inc. | 0.19% | 8,074 | $1.1M | — |
| UNP Union Pacific Corp. | 0.19% | 4,903 | $1.1M | — |
| XLP SS Consumer Staples Sel Sect | 0.18% | 13,874 | $1.1M | — |
| GLW Corning Inc. | 0.18% | 22,622 | $1.1M | — |
| DOV Dover Corp. | 0.18% | 5,672 | $1.1M | — |
| AMGN Amgen Inc. | 0.18% | 4,054 | $1.1M | — |
| EMR Emerson Electric Co. | 0.18% | 8,384 | $1.0M | — |
| ULST SS Ultra Short TM Bond ETF | 0.17% | 24,720 | $999K | — |
| FLOT iShares Floating Rate Bond E | 0.16% | 18,427 | $938K | — |
| MMM 3M Co. | 0.16% | 7,210 | $931K | — |
| KO The Coca-Cola Co. | 0.16% | 14,782 | $920K | — |
| META Meta Platforms Inc. Class A | 0.15% | 1,559 | $913K | — |
| MRK Merck & Co. Inc. | 0.15% | 9,051 | $900K | — |
| MUB iShares National Muni Bond E | 0.15% | 8,300 | $884K | — |
| IXUS iShares Core Intl Stock ETF | 0.15% | 13,180 | $872K | — |
| DFS Discover Financial Services | 0.15% | 4,973 | $861K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 7,709 | $858K | — |
| IBMO iShares Ibonds Dec 2026 Term | 0.14% | 32,911 | $838K | — |
| LOW Lowe's Cos Inc. | 0.14% | 3,331 | $822K | — |
| IJH iShares Core S&P Midcap ETF | 0.14% | 13,193 | $822K | — |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,525 | $822K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $30K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 25 | $30K | — |
Total filed on the 13F, all lines: $593.4M.
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 661 | $766.0M | SPYM, VIG, SLQD, VYM, VUG |
| Q1 2026 | 672 | $689.7M | SPYM, SLQD, VIG, VYM, VUG |
| Q4 2025 | 622 | $698.7M | SPYM, VIG, SLQD, VYM, VUG |
| Q3 2025 | 635 | $683.2M | SPYM, SLQD, VIG, VYM, VUG |
| Q2 2025 | 617 | $635.2M | SPYM, SLQD, VYM, VIG, SPSM |
| Q1 2025 | 608 | $586.2M | SPYM, SLQD, VYM, VIG, SPSM |
| Q4 2024 | 608 | $593.3M | SPYM, SLQD, VYM, SPSM, VIG |