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Latest Crewe Advisors LLC Stock Portfolio

Crewe Advisors LLC Performance:
2025 Q4: 2.9%YTD: 10.67%2024: 3.06%
Performance for 2025 Q4 is 2.9%, and YTD is 10.67%, and 2024 is 3.06%.

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 $1.1 Billions as of 31 Dec, 2025.

The top stock holdings of Crewe Advisors LLC are IJR, , SPY. The fund has invested 12.2% of it's portfolio in ISHARES TR and 7.3% of portfolio in PACS GROUP INC.

The fund managers got completely rid off SANDSTORM GOLD LTD, PALLADYNE AI CORP (STRC) and VIKING THERAPEUTICS INC (VKTX) stocks. They significantly reduced their stock positions in MGM RESORTS INTERNATIONAL (MGM), GENERAL DYNAMICS CORP (GD) and ONEOK INC NEW (OKE). Crewe Advisors LLC opened new stock positions in ROYAL GOLD INC (RGLD), ISHARES TR (IJR) and AMPLIFY ETF TR (AMLX). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and ISHARES TR (ACWF).

Crewe Advisors LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Crewe Advisors LLC made a return of 2.9% in the last quarter. In trailing 12 months, it's portfolio return was 10.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
royal gold inc2,775,070
ishares tr95,763
amplify etf tr77,086
schwab strategic tr53,834
qnity electronics inc43,030
branchout food inc41,340
laird superfood inc35,520
vanguard scottsdale fds31,703
New stocks bought by Crewe Advisors LLC

Additions

Ticker% Inc.
netflix inc903
ishares bitcoin trust etf612
spdr series trust190
credo technology group holdi163
spdr index shs fds162
invesco exchange traded fd t124
capital group core equity et119
select sector spdr tr115
Additions to existing portfolio by Crewe Advisors LLC

Reductions

Ticker% Reduced
ishares tr-90.5
sysco corp-80.7
lululemon athletica inc-80.00
novartis ag-74.94
coca cola co-59.73
union pac corp-51.9
fiserv inc-49.12
adobe inc-48.14
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 78.7% of it's holdings in Others sector.

Sector%
Others78.7
Technology7.8
Communication Services3.2
Consumer Cyclical2.8
Financial Services2.3
Energy2.3

Market Cap. Distribution

Crewe Advisors LLC has about 20.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED78.7
MEGA-CAP15.6
LARGE-CAP4.5

Stocks belong to which Index?

About 19.7% of the stocks held by Crewe Advisors LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others80
S&P 50019.7
Top 5 Winners (%)%
roadzen inc
180.8 %
NAUT
nautilus biotechnology inc
130.8 %
pacs group inc
95.1 %
MU
micron technology inc
67.8 %
GSAT
globalstar inc
67.7 %
Top 5 Winners ($)$
pacs group inc
40.2 M
GOOG
alphabet inc
3.8 M
IJR
ishares tr
3.1 M
AMD
advanced micro devices inc
2.1 M
GOOG
alphabet inc
2.0 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.6 %
cid holdco inc
-82.3 %
EVTV
envirotech vehicles inc
-76.0 %
NOW
servicenow inc
-73.8 %
calibercos inc
-71.9 %
Top 5 Losers ($)$
NFLX
netflix inc
-26.1 M
MSFT
microsoft corp
-2.1 M
XLB
select sector spdr tr
-1.4 M
ORCL
oracle corp
-0.5 M
META
meta platforms inc
-0.4 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 1097 stocks in it's portfolio. About 53.1% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. was the most profitable stock for Crewe Advisors LLC last quarter.

Last Reported on: 16 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions