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Latest Crewe Advisors LLC Stock Portfolio

Crewe Advisors LLC Performance:
2025 Q3: 2.85%YTD: 3.92%2024: 7.63%
Performance for 2025 Q3 is 2.85%, and YTD is 3.92%, and 2024 is 7.63%.

About Crewe Advisors LLC and 13F Hedge Fund Stock Holdings

Crewe Advisors LLC is a hedge fund based in SALT LAKE CITY, UT. On 20-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.3 Billions. In it's latest 13F Holdings report, Crewe Advisors LLC reported an equity portfolio of $1 Billions as of 30 Sep, 2025.

The top stock holdings of Crewe Advisors LLC are IJR, SPY, IJR. The fund has invested 12.6% of it's portfolio in ISHARES TR and 6.5% of portfolio in SPDR S&P 500 ETF TR.

The fund managers got completely rid off BLACKSTONE MTG TR INC (BXMT), KT CORP (KT) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in RIVIAN AUTOMOTIVE INC (RIVN), DYNATRACE INC (DT) and PRUDENTIAL FINL INC (PRU). Crewe Advisors LLC opened new stock positions in ISHARES TR (IJR), MICROSOFT CORP (MSFT) and CHEVRON CORP NEW (CVX). The fund showed a lot of confidence in some stocks as they added substantially to ROBLOX CORP (RBLX), SFL CORPORATION LTD and CROWDSTRIKE HLDGS INC (CRWD).

Crewe Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Crewe Advisors LLC made a return of 2.85% in the last quarter. In trailing 12 months, it's portfolio return was 2.51%.

New Buys

Ticker$ Bought
ishares tr131,752,000
microsoft corp31,181,700
chevron corp new18,575,500
alphabet inc13,135,300
alphabet inc7,068,530
visa inc5,821,900
netflix inc5,122,780
jpmorgan chase & co.3,948,140
New stocks bought by Crewe Advisors LLC

Additions

Ticker% Inc.
roblox corp69,300
crowdstrike hldgs inc16,825
cloudflare inc14,500
doordash inc9,733
vulcan matls co9,600
diageo plc8,971
howmet aerospace inc6,000
wayfair inc445
Additions to existing portfolio by Crewe Advisors LLC

Reductions

Ticker% Reduced
vanguard index fds-70.61
vanguard intl equity index f-63.34
oneok inc new-63.27
evergy inc-56.57
ishares tr-55.01
vanguard bd index fds-51.28
vanguard index fds-42.53
intel corp-35.76
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 77.3% of it's holdings in Others sector.

Sector%
Others77.3
Technology8.5
Consumer Cyclical3.2
Communication Services3
Energy2.6
Financial Services2.5

Market Cap. Distribution

Crewe Advisors LLC has about 21.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED77.3
MEGA-CAP16.7
LARGE-CAP4.9

Stocks belong to which Index?

About 21.2% of the stocks held by Crewe Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others78.5
S&P 50021.2
Top 5 Winners (%)%
LPTH
lightpath technologies inc
157.5 %
ATAI
atai life sciences nv
141.6 %
CDE
coeur mng inc
111.7 %
CMPS
compass pathways plc
104.7 %
MP
mp materials corp
101.6 %
Top 5 Winners ($)$
TSLA
tesla inc
5.6 M
AAPL
apple inc
5.3 M
SPY
spdr s&p 500 etf tr
4.6 M
IJR
ishares tr
2.8 M
IJR
ishares tr
1.9 M
Top 5 Losers (%)%
JSPR
jasper therapeutics inc
-57.1 %
SG
sweetgreen inc
-46.3 %
KD
kyndryl hldgs inc
-28.3 %
GDDY
godaddy inc
-24.0 %
TWST
twist bioscience corp
-23.4 %
Top 5 Losers ($)$
EQT
eqt corp
-0.3 M
MCO
moodys corp
-0.2 M
COST
costco whsl corp new
-0.1 M
CHK
expand energy corporation
-0.1 M
RWAY
runway growth finance corp
-0.1 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 962 stocks in it's portfolio. About 51.5% of the portfolio is in top 10 stocks. EQT proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Crewe Advisors LLC last quarter.

Last Reported on: 13 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions