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Latest Crewe Advisors LLC Stock Portfolio

$1.17Billion– No. of Holdings #1036

Crewe Advisors LLC Performance:
2026 Q1: -3.3%YTD: -3.3%2025: 13.62%
Performance for 2026 Q1 is -3.3%, and YTD is -3.3%, and 2025 is 13.62%.

About Crewe Advisors LLC and 13F Hedge Fund Stock Holdings

Crewe Advisors LLC is a hedge fund based in Salt Lake City, UT. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Crewe Advisors LLC reported an equity portfolio of $1.2 Billions as of 31 Mar, 2026.

The top stock holdings of Crewe Advisors LLC are IJR, , IJR. The fund has invested 12.1% of it's portfolio in ISHARES TR and 7.6% of portfolio in PACS GROUP INC.

The fund managers got completely rid off ASTRAZENECA PLC (AZN), ASPIRE BIOPHARMA HLDGS INC and FIRST TR EXCHANGE-TRADED FD (FDL) stocks. They significantly reduced their stock positions in SM ENERGY COMPANY (SM), ISHARES TR (IJR) and MCCORMICK & CO INC (MKC). Crewe Advisors LLC opened new stock positions in ISHARES U S ETF TR (CCRV), ISHARES TR (AMPS) and PALLADYNE AI CORP (STRC). The fund showed a lot of confidence in some stocks as they added substantially to ROBINHOOD MKTS INC (HOOD), TRUIST FINL CORP (TFC) and ISHARES TR (AGT).
Crewe Advisors LLC Equity Portfolio Value
Last Reported on: 07 May, 2026

Crewe Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Crewe Advisors LLC made a return of -3.3% in the last quarter. In trailing 12 months, it's portfolio return was 13.34%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares u s etf tr15,472,800
ishares tr310,222
palladyne ai corp189,081
astrazeneca plc184,796
energous corp141,210
global x fds138,194
invesco db multi-sector comm129,716
anterix inc114,570
New stocks bought by Crewe Advisors LLC

Additions

Ticker% Inc.
robinhood mkts inc2,640
ishares inc741
janus detroit str tr539
ishares tr515
kkr & co inc343
taiwan semiconductor manufac333
expand energy corporation251
dolphin entmt inc233
Additions to existing portfolio by Crewe Advisors LLC

Reductions

Ticker% Reduced
first tr exchange traded fd-75.04
doordash inc-72.94
intuit-71.41
adobe inc-66.85
tesla inc-65.47
vanguard mun bd fds-64.37
entegris inc-56.9
ishares tr-55.56
Crewe Advisors LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Crewe Advisors LLC

Sector Distribution

Crewe Advisors LLC has about 80.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Energy
  • Communication Services
  • Financial Services
  • Consumer Cyclical
Sector%
Others80.3
Technology7.6
Energy3
Communication Services2.7
Financial Services2
Consumer Cyclical1.5

Market Cap. Distribution

Crewe Advisors LLC has about 18.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED80.3
MEGA-CAP14.9
LARGE-CAP3.5

Stocks belong to which Index?

About 17.8% of the stocks held by Crewe Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others81.7
S&P 50017.8
Top 5 Winners (%)%
EVTV
envirotech vehicles inc
365.0 %
OXY
occidental pete corp
122.6 %
NAUT
nautilus biotechnology inc
99.0 %
APA
apa corporation
73.5 %
MRNA
moderna inc
72.3 %
Top 5 Winners ($)$
CVX
chevron corporation
6.0 M
IJR
ishares tr
1.5 M
XOM
exxon mobil corp
1.2 M
ACSG
dbx etf tr
1.0 M
EQT
eqt corp
0.8 M
Top 5 Losers (%)%
VEEE
twin vee powercats co
-71.4 %
DOMO
domo inc
-63.7 %
cid holdco inc
-61.7 %
MNKD
mannkind corp
-56.8 %
TEAM
atlassian corporation
-56.5 %
Top 5 Losers ($)$
pacs group inc
-15.4 M
MSFT
microsoft corp
-8.1 M
IJR
ishares tr
-6.6 M
SPY
state str spdr s&p 500 etf t
-3.2 M
EDV
vanguard world fd
-3.0 M

Crewe Advisors LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Crewe Advisors LLC

Crewe Advisors LLC has 1036 stocks in it's portfolio. About 53% of the portfolio is in top 10 stocks. proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Crewe Advisors LLC last quarter.

Last Reported on: 07 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions