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Crewe Advisors LLC

13F filer · CIK 0001730033
Reported Jul 24, 2026
13F portfolio value$1.38BU.S. long equity reported on 13F
Positions878Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight33.3%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 24, 2026878 positions
PACSPACS Group, Inc.$141M10.22%2.09%+20.1%Q3 2024
SPYSPDR S&P 500 ETF Trust$78.1M5.66%Not reported+4.3%Q4 2017
PULSPulse Electronics Corp$42M3.04%4.83%+25.5%Q2 2024
BRK.ABerkshire Hathaway Inc$41.2M2.98%Not reported-1.8%Q3 2022
MDYSPDR S&P Midcap 400 ETF Trust$35.3M2.55%Not reported0.0%Q4 2017
MSFTMicrosoft Corp$32.7M2.37%0.00%+4.8%Q4 2017
AAPLApple Inc.$29.6M2.15%0.00%-2.5%Q4 2017
AMDAdvanced Micro Devices Inc$23.3M1.69%0.00%+2.1%Q3 2020
GOOGAlphabet Inc.$19.1M1.38%Not reported+1.8%Q4 2017
CVXChevron Corp$17.5M1.27%0.01%+1.3%Q4 2017
QQQInvesco QQQ Trust, Series 1$14.3M1.03%Not reported+1.7%Q2 2018
BRK.BBerkshire Hathaway Inc$13.4M0.97%Not reported+4.9%Q3 2018
HTZHertz Global Holdings, Inc$8.59M0.62%1.20%Not reportedQ4 2021
NVDANvidia Corp$8.05M0.58%0.00%+12.8%Q4 2017
GOOGLAlphabet Inc.$7.79M0.56%0.00%+5.1%Q4 2017
AMZNAmazon Com Inc$7.05M0.51%0.00%+4.7%Q4 2017
VVisa Inc.$6.13M0.44%0.00%+3.6%Q4 2017
TSLATesla, Inc.$5.9M0.43%0.00%+3.4%Q4 2017
JPMJPMorgan Chase & Co$4.27M0.31%0.00%+2.5%Q4 2017
EQTEQT Corp$4M0.29%0.01%+0.1%Q1 2024
METAMeta Platforms, Inc.$3.75M0.27%Not reported+9.1%Q4 2017
SCZNXG NextGen Infrastructure Income Fund$3.26M0.24%Not reported+4.0%Q4 2017
ANETArista Networks, Inc.$3.21M0.23%0.00%+2.6%Q3 2020
NFLXNetflix Inc$3.18M0.23%0.00%+2.4%Q4 2017
EXEEXPAND ENERGY Corp$3.02M0.22%0.01%Not reportedQ1 2025
AVGOBroadcom Inc.$2.92M0.21%0.00%+16.2%Q3 2020
RGLDRoyal Gold Inc$2.49M0.18%0.01%Not reportedQ4 2025
INTCIntel Corp$2.24M0.16%0.00%-2.2%Q4 2017
AMATApplied Materials Inc$2.09M0.15%0.00%+3.8%Q2 2018
GLDSPDR Gold Trust$1.93M0.14%0.00%+0.1%Q4 2017
AXPAmerican Express Co$1.93M0.14%0.00%+0.8%Q3 2018
MAMastercard Inc$1.93M0.14%0.00%+9.2%Q4 2017
APHAmphenol Corp$1.84M0.13%0.00%+21.0%Q4 2017
CATCaterpillar Inc$1.82M0.13%0.00%+4.7%Q3 2018
MCOMoodys Corp$1.79M0.13%0.00%-14.5%Q3 2020
COSTCostco Wholesale Corp$1.77M0.13%0.00%+1.5%Q4 2017
DMAXFamilymeds Group, Inc.$1.56M0.11%Not reported-24.4%Q1 2025
MUMicron Technology Inc$1.51M0.11%0.00%+14.7%Q3 2020
IBMInternational Business Machines Corp$1.35M0.10%0.00%+2.8%Q3 2018
MRKMerck & Co., Inc.$1.35M0.10%0.00%+6.8%Q1 2019
GSATGlobalstar, Inc.$1.32M0.10%0.01%Not reportedQ3 2025
TJXTJX Companies Inc$1.29M0.09%0.00%+4.7%Q4 2017
MMAXBasanite, Inc.$1.29M0.09%Not reported-23.0%Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd$1.25M0.09%0.00%-0.2%Q3 2020
PGPROCTER & GAMBLE Co$1.22M0.09%0.00%+2.6%Q4 2017
BACBank of America Corp$1.19M0.09%0.00%+4.7%Q3 2018
ORCLOracle Corp$1.16M0.08%0.00%-56.5%Q4 2017
LLYELI LILLY & Co$1.15M0.08%0.00%+9.1%Q4 2017
GEGeneral Electric Co$1.14M0.08%0.00%+6.3%Q3 2021
WMTWalmart Inc.$1.1M0.08%0.00%+10.0%Q4 2017
Q1 2026Reported May 7, 2026796 positions
PACSPACS Group, Inc.$88.5M7.55%1.75%+28.2%Q3 2024
SPYSPDR S&P 500 ETF Trust$65.2M5.57%Not reported-0.5%Q4 2017
BRK.ABerkshire Hathaway Inc$40.2M3.43%Not reportedNot reportedQ3 2022
PULSPulse Electronics Corp$33.4M2.85%3.85%-11.2%Q2 2024
MSFTMicrosoft Corp$30.9M2.64%0.00%+40.4%Q4 2017
MDYSPDR S&P Midcap 400 ETF Trust$30.9M2.64%Not reportedNot reportedQ4 2017
AAPLApple Inc.$26.7M2.28%0.00%+2.3%Q4 2017
CVXChevron Corp$21.6M1.84%0.01%-8.9%Q4 2017
GOOGAlphabet Inc.$15.2M1.30%Not reported-0.1%Q4 2017
BRK.BBerkshire Hathaway Inc$12.3M1.05%Not reported+0.9%Q3 2018
QQQInvesco QQQ Trust, Series 1$11M0.94%Not reported-1.8%Q2 2018
AMDAdvanced Micro Devices Inc$8.01M0.68%0.00%+0.7%Q3 2020
NVDANvidia Corp$6.22M0.53%0.00%+1.0%Q4 2017
GOOGLAlphabet Inc.$5.96M0.51%0.00%-26.0%Q4 2017
AMZNAmazon Com Inc$5.88M0.50%0.00%+9.0%Q4 2017
VVisa Inc.$5.21M0.44%0.00%+0.6%Q4 2017
TSLATesla, Inc.$5.05M0.43%0.00%-65.5%Q4 2017
EQTEQT Corp$4.78M0.41%0.01%0.0%Q1 2024
XOMExxonMobil Holdings Corp$4.2M0.36%0.00%+7.1%Q4 2017
NFLXNetflix Inc$4.18M0.36%0.00%+1.3%Q4 2017
JPMJPMorgan Chase & Co$3.74M0.32%0.00%+1.0%Q4 2017
EXEEXPAND ENERGY Corp$3.64M0.31%0.01%+251.3%Q1 2025
METAMeta Platforms, Inc.$3.49M0.30%Not reported+3.6%Q4 2017
RGLDRoyal Gold Inc$3.18M0.27%0.01%Not reportedQ4 2025
SCZNXG NextGen Infrastructure Income Fund$2.98M0.25%Not reported+2.7%Q4 2017
ORCLOracle Corp$2.68M0.23%0.00%+184.1%Q4 2017
ANETArista Networks, Inc.$2.26M0.19%0.00%+0.5%Q3 2020
GLDSPDR Gold Trust$2.26M0.19%0.00%+2.4%Q4 2017
AVGOBroadcom Inc.$2.06M0.18%0.00%+3.4%Q3 2020
MCOMoodys Corp$2.02M0.17%0.00%-9.4%Q3 2020
DMAXFamilymeds Group, Inc.$2.01M0.17%Not reported+100.2%Q1 2025
COSTCostco Wholesale Corp$1.85M0.16%0.00%+4.3%Q4 2017
MAMastercard Inc$1.72M0.15%0.00%+1.4%Q4 2017
AXPAmerican Express Co$1.71M0.15%0.00%+0.6%Q3 2018
MMAXBasanite, Inc.$1.64M0.14%Not reportedNot reportedQ2 2025
IDAIdacorp Inc$1.48M0.13%0.02%Not reportedQ4 2017
SHELShell plc$1.31M0.11%0.00%-0.2%Q1 2022
TJXTJX Companies Inc$1.3M0.11%0.00%-39.4%Q4 2017
MRKMerck & Co., Inc.$1.18M0.10%0.00%+1.5%Q1 2019
RWAYRunway Growth Finance Corp.$1.18M0.10%0.48%Not reportedQ3 2024
PGPROCTER & GAMBLE Co$1.17M0.10%0.00%+1.7%Q4 2017
CATCaterpillar Inc$1.15M0.10%0.00%+1.2%Q3 2018
IBMInternational Business Machines Corp$1.13M0.10%0.00%+0.3%Q3 2018
WMTWalmart Inc.$1.1M0.09%0.00%+1.4%Q4 2017
APHAmphenol Corp$1.09M0.09%0.00%+1.8%Q4 2017
GSATGlobalstar, Inc.$1.08M0.09%0.01%Not reportedQ3 2025
RTXRTX Corp$1.05M0.09%0.00%-2.1%Q2 2020
SHOPShopify Inc.$1.02M0.09%0.00%-0.5%Q4 2021
BACBank of America Corp$973K0.08%0.00%+1.5%Q3 2018
AMATApplied Materials Inc$952K0.08%0.00%+4.7%Q2 2018
Q4 2025Reported Jan 16, 2026848 positions
PACSPACS Group, Inc.$82.5M7.30%1.37%+93.1%Q3 2024
SPYSPDR S&P 500 ETF Trust$68.7M6.09%Not reported-1.0%Q4 2017
BRK.ABerkshire Hathaway Inc$42.3M3.74%Not reportedNot reportedQ3 2022
PULSPulse Electronics Corp$37.7M3.34%4.34%-19.0%Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust$30.2M2.68%Not reported0.0%Q4 2017
MSFTMicrosoft Corp$28.8M2.55%0.00%-1.1%Q4 2017
AAPLApple Inc.$27.9M2.47%0.00%-3.1%Q4 2017
TSLATesla, Inc.$17.7M1.57%0.00%-6.1%Q4 2017
CVXChevron Corp$17.4M1.54%0.01%-4.4%Q4 2017
GOOGAlphabet Inc.$16.7M1.48%Not reported-1.4%Q4 2017
BRK.BBerkshire Hathaway Inc$12.8M1.13%Not reported-1.3%Q3 2018
QQQInvesco QQQ Trust, Series 1$11.9M1.06%Not reported-3.3%Q2 2018
GOOGLAlphabet Inc.$8.77M0.78%0.00%-3.7%Q4 2017
AMDAdvanced Micro Devices Inc$8.37M0.74%0.00%-0.2%Q3 2020
NVDANvidia Corp$6.58M0.58%0.00%+0.5%Q4 2017
VVisa Inc.$6.01M0.53%0.00%+0.5%Q4 2017
AMZNAmazon Com Inc$5.98M0.53%0.00%-4.7%Q4 2017
JPMJPMorgan Chase & Co$4.06M0.36%0.00%+0.7%Q4 2017
EQTEQT Corp$4.03M0.36%0.01%0.0%Q1 2024
NFLXNetflix Inc$4.02M0.36%0.00%+0.4%Q4 2017
METAMeta Platforms, Inc.$3.89M0.34%Not reported+0.4%Q4 2017
SCZNXG NextGen Infrastructure Income Fund$2.87M0.25%Not reported+11.4%Q4 2017
XOMExxonMobil Holdings Corp$2.78M0.25%0.00%-4.8%Q4 2017
RGLDRoyal Gold Inc$2.78M0.25%0.01%NewQ4 2025
MCOMoodys Corp$2.61M0.23%0.00%-5.8%Q3 2020
ANETArista Networks, Inc.$2.4M0.21%0.00%+0.1%Q3 2020
AVGOBroadcom Inc.$2.23M0.20%0.00%-25.7%Q3 2020
AXPAmerican Express Co$2.08M0.18%0.00%0.0%Q3 2018
TJXTJX Companies Inc$2.06M0.18%0.00%-11.1%Q4 2017
GLDSPDR Gold Trust$2.03M0.18%0.00%Not reportedQ4 2017
MAMastercard Inc$1.94M0.17%0.00%-12.5%Q4 2017
MMAXBasanite, Inc.$1.62M0.14%Not reportedNot reportedQ2 2025
COSTCostco Wholesale Corp$1.54M0.14%0.00%+0.5%Q4 2017
RWAYRunway Growth Finance Corp.$1.54M0.14%0.48%Not reportedQ3 2024
SHOPShopify Inc.$1.39M0.12%0.00%+0.5%Q4 2021
IBMInternational Business Machines Corp$1.38M0.12%0.00%-9.2%Q3 2018
IDAIdacorp Inc$1.31M0.12%0.02%Not reportedQ4 2017
HDHome Depot, Inc.$1.3M0.12%0.00%+0.5%Q4 2017
ORCLOracle Corp$1.25M0.11%0.00%+4.6%Q4 2017
APHAmphenol Corp$1.15M0.10%0.00%+0.4%Q4 2017
PGPROCTER & GAMBLE Co$1.14M0.10%0.00%-7.5%Q4 2017
BACBank of America Corp$1.08M0.10%0.00%+0.8%Q3 2018
EXEEXPAND ENERGY Corp$1.04M0.09%0.00%Not reportedQ1 2025
SHELShell plc$1.04M0.09%0.00%-4.7%Q1 2022
RTXRTX Corp$1.02M0.09%0.00%-0.7%Q2 2020
BXBlackstone Inc.$1.02M0.09%0.00%+0.4%Q2 2022
MRKMerck & Co., Inc.$1.02M0.09%0.00%+0.6%Q1 2019
DMAXFamilymeds Group, Inc.$1.01M0.09%Not reportedNot reportedQ1 2025
GSATGlobalstar, Inc.$992K0.09%0.01%Not reportedQ3 2025
ANAutonation, Inc.$983K0.09%0.01%Not reportedQ2 2020
Q3 2025Reported Nov 13, 2025723 positions
SPYSPDR S&P 500 ETF Trust$67.8M6.47%Not reported+5.9%Q4 2017
PULSPulse Electronics Corp$46.8M4.47%5.35%+63.1%Q2 2024
BRK.ABerkshire Hathaway Inc$42.2M4.03%Not reported+7.7%Q3 2022
MSFTMicrosoft Corp$31.2M2.98%0.00%Not reportedQ4 2017
MDYSPDR S&P Midcap 400 ETF Trust$29.9M2.85%Not reported-0.6%Q4 2017
AAPLApple Inc.$27M2.58%0.00%-0.4%Q4 2017
TSLATesla, Inc.$18.6M1.78%0.00%-5.5%Q4 2017
CVXChevron Corp$18.6M1.77%0.01%Not reportedQ4 2017
PACSPACS Group, Inc.$15.3M1.46%0.71%Not reportedQ3 2024
GOOGAlphabet Inc.$13.1M1.25%Not reportedNot reportedQ4 2017
BRK.BBerkshire Hathaway Inc$12.9M1.23%Not reported+90.5%Q3 2018
QQQInvesco QQQ Trust, Series 1$12M1.15%Not reported+1.8%Q2 2018
GOOGLAlphabet Inc.$7.07M0.67%0.00%Not reportedQ4 2017
NVDANvidia Corp$6.56M0.63%0.00%+13.0%Q4 2017
AMDAdvanced Micro Devices Inc$6.34M0.61%0.00%+2.5%Q3 2020
AMZNAmazon Com Inc$5.97M0.57%0.00%+1.0%Q4 2017
VVisa Inc.$5.82M0.56%0.00%Not reportedQ4 2017
NFLXNetflix Inc$5.12M0.49%0.00%Not reportedQ4 2017
METAMeta Platforms, Inc.$4.3M0.41%Not reported+2.5%Q4 2017
EQTEQT Corp$4.09M0.39%0.01%0.0%Q1 2024
JPMJPMorgan Chase & Co$3.95M0.38%0.00%Not reportedQ4 2017
AVGOBroadcom Inc.$2.85M0.27%0.00%Not reportedQ3 2020
XOMExxonMobil Holdings Corp$2.74M0.26%0.00%+2.9%Q4 2017
ANETArista Networks, Inc.$2.67M0.25%0.00%Not reportedQ3 2020
MCOMoodys Corp$2.58M0.25%0.00%-10.0%Q3 2020
SCZNXG NextGen Infrastructure Income Fund$2.55M0.24%Not reported+0.4%Q4 2017
SSLSasol Ltd$2.5M0.24%Not reportedNot reportedQ3 2022
MAMastercard Inc$2.21M0.21%0.00%Not reportedQ4 2017
TJXTJX Companies Inc$2.18M0.21%0.00%-1.0%Q4 2017
AXPAmerican Express Co$1.87M0.18%0.00%+3.1%Q3 2018
GLDSPDR Gold Trust$1.82M0.17%0.00%+0.4%Q4 2017
RWAYRunway Growth Finance Corp.$1.75M0.17%0.48%Not reportedQ3 2024
ORCLOracle Corp$1.73M0.16%0.00%Not reportedQ4 2017
COSTCostco Wholesale Corp$1.64M0.16%0.00%+3.6%Q4 2017
MMAXBasanite, Inc.$1.61M0.15%Not reportedNot reportedQ2 2025
HDHome Depot, Inc.$1.53M0.15%0.00%Not reportedQ4 2017
IBMInternational Business Machines Corp$1.45M0.14%0.00%+0.7%Q3 2018
IDAIdacorp Inc$1.37M0.13%0.02%+5.0%Q4 2017
PGPROCTER & GAMBLE Co$1.33M0.13%0.00%-1.4%Q4 2017
SHOPShopify Inc.$1.28M0.12%0.00%Not reportedQ4 2021
BXBlackstone Inc.$1.13M0.11%0.00%+16.1%Q2 2022
SHELShell plc$1.06M0.10%0.00%+0.1%Q1 2022
APHAmphenol Corp$1.05M0.10%0.00%Not reportedQ4 2017
ANAutonation, Inc.$1.04M0.10%0.01%Not reportedQ2 2020
BACBank of America Corp$1.01M0.10%0.00%Not reportedQ3 2018
EXEEXPAND ENERGY Corp$1M0.10%0.00%Not reportedQ1 2025
DMAXFamilymeds Group, Inc.$999K0.10%Not reportedNot reportedQ1 2025
RTXRTX Corp$938K0.09%0.00%-0.4%Q2 2020
WMTWalmart Inc.$899K0.09%0.00%+9.3%Q4 2017
MLMMartin Marietta Materials Inc$858K0.08%0.00%Not reportedQ4 2020
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