Crewe Advisors

SALT LAKE CITY, UTfiles as Crewe Advisors LLC

$1.4bn in 1,135 US stocks at the end of 30 June 2026. The top 10 are 54.3% of the money. It changed about 7.1% of the portfolio this quarter.

Value

$1.4bn

Stocks

1,135

Top 10 share

54.3%

Turnover

7.1%

What changed this quarter

New

Bought for the first time this quarter.

Hertz Global HoldingsHTZ
0.6% of the fund
Ishares TRFLOT
<0.1% of the fund
Spdr Series TrustBIL
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Franklin Templeton ETF TRFLJP
<0.1% of the fund
Harbor ETF TrustHGER
<0.1% of the fund
Lifeway FoodsLWAY
<0.1% of the fund
Goldman Sachs ETF TRGSLC
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Honeywell AerospaceHONA
<0.1% of the fund
Sprott FDS TRSLVR
<0.1% of the fund
Vanguard Admiral FDSVOOG
<0.1% of the fund
FlexFLEX
<0.1% of the fund
Nextdoor HoldingsNXDR
<0.1% of the fund
AevexAVEX
<0.1% of the fund
Spdr Series TrustTFI
<0.1% of the fund
RubrikRBRK
<0.1% of the fund
TecogenTGEN
<0.1% of the fund
World Gold TRGLDM
<0.1% of the fund
ToyoTOYO
<0.1% of the fund
RadcomRDCM
<0.1% of the fund
Verra MobilityVRRM
<0.1% of the fund
LiveOneLVO
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Solaris Energy InfrastructureSEI
<0.1% of the fund

Added

Bought more of a stock they already held.

PACS GroupPACS
10.2% of the fund
+20%
Ishares TRIJH
5.8% of the fund
+3%
State STR Spdr S&P 500 ETF TSPY
5.7% of the fund
+4%
Ishares TRIEFA
4.6% of the fund
+8%
Vanguard BD Index FDSBND
3.7% of the fund
+3%
Pgim ETF TRPULS
3.0% of the fund
+25%
MicrosoftMSFT
2.4% of the fund
+5%
Ishares TRMUB
2.0% of the fund
+9%
Ishares TRIJR
1.9% of the fund
+4%
Advanced Micro DevicesAMD
1.7% of the fund
+2%
Berkshire HathawayBRK-B
1.0% of the fund
+5%
J P Morgan Exchange Traded FHELO
0.9% of the fund
+2%
IsharesIEMG
0.6% of the fund
+2%
NvidiaNVDA
0.6% of the fund
+13%
AlphabetGOOGL
0.6% of the fund
+5%
Amazon.comAMZN
0.5% of the fund
+5%
VisaV
0.4% of the fund
+4%
TeslaTSLA
0.4% of the fund
+3%
Janus Detroit STR TRJAAA
0.4% of the fund
+51%
JPMorgan ChaseJPM
0.3% of the fund
+2%
J P Morgan Exchange Traded FJPST
0.3% of the fund
+29%
Meta PlatformsMETA
0.3% of the fund
+9%
Schwab Strategic TRSCHD
0.2% of the fund
+4%
Ishares TRSCZ
0.2% of the fund
+4%
Arista NetworksANET
0.2% of the fund
+3%

Cut

Sold some of their stake.

AppleAAPL
2.1% of the fund
-3%
Ishares TRIWM
1.5% of the fund
-3%
Vanguard Index FDSVTI
0.3% of the fund
-15%
Ishares TRIWF
0.2% of the fund
-7%
IntelINTC
0.2% of the fund
-2%
Moody'sMCO
0.1% of the fund
-15%
Ishares TRDMAX
0.1% of the fund
-24%
Ishares TRMMAX
<0.1% of the fund
-23%
OracleORCL
<0.1% of the fund
-56%
ShellSHEL
<0.1% of the fund
-4%
Vanguard Index FDSVXF
<0.1% of the fund
-2%
BlackstoneBX
<0.1% of the fund
-13%
Ishares TRSGOV
<0.1% of the fund
-8%
CrowdStrike HoldingsCRWD
<0.1% of the fund
-6%
Direxion Shares ETF TrustSOXL
<0.1% of the fund
-26%
Ishares TRIWD
<0.1% of the fund
-3%
Ishares TROEF
<0.1% of the fund
-3%
NucorNUE
<0.1% of the fund
-8%
Waste ManagementWM
<0.1% of the fund
-8%
Walt DisneyDIS
<0.1% of the fund
-15%
YUM BrandsYUM
<0.1% of the fund
-3%
ComcastCMCSA
<0.1% of the fund
-3%
Sterling InfrastructureSTRL
<0.1% of the fund
-23%
MoogMOG-A
<0.1% of the fund
-12%
Vaneck ETF TrustMOAT
<0.1% of the fund
-12%

Sold out

Sold their entire stake.

Ishares U S ETF TRMEAR
-100%
ExxonMobil HoldingsXOM
-100%
IdacorpIDA
-100%
Honeywell InternationalHON
-100%
Flexshares TRIQDF
-100%
EnergousWATT
-100%
Mplx LPMPLX
-100%
AnterixATEX
-100%
Ishares TRIWO
-100%
NoodlesNDLS
-100%
Aehr Test SystemsAEHR
-100%
United States AntimonyUAMY
-100%
Ishares TRIWN
-100%
MarinemaxHZO
-100%
DuPont de NemoursDD
-100%
CadizCDZI
-100%
RollinsROL
-100%
Blackrock ETF Trust IIBINC
-100%
Wix.comWIX
-100%
Ishares U S ETF TRCOMT
-100%
Ishares TRFXI
-100%
Opendoor TechnologiesOPEN
-100%
Aspire Biopharma Hldgs
-100%
Thomson Reuters
-100%
Spdr Series TrustKRE
-100%

Holdings

Ishares TRIVV
Share
11.7%
Value
$161m
Shares
214,948
Held
PACS GroupPACS
Share
10.2%
Value
$141m
Shares
3,307,188
+20%
Ishares TRIJH
Share
5.8%
Value
$80m
Shares
1,043,164
+3%
State STR Spdr S&P 500 ETF TSPY
Share
5.7%
Value
$78m
Shares
104,579
+4%
Ishares TRIEFA
Share
4.6%
Value
$64m
Shares
660,188
+8%
Vanguard BD Index FDSBND
Share
3.7%
Value
$51m
Shares
691,686
+3%
Vanguard World FDESGV
Share
3.5%
Value
$48m
Shares
364,656
Held
DBX ETF TRDBEF
Share
3.1%
Value
$43m
Shares
778,666
Held
Pgim ETF TRPULS
Share
3.0%
Value
$42m
Shares
847,303
+25%
Berkshire Hathaway INC DELBRK-A
Share
3.0%
Value
$41m
Shares
55
Held
State STR Spdr S&P Midcap 40MDY
Share
2.6%
Value
$35m
Shares
50,124
Held
MicrosoftMSFT
Share
2.4%
Value
$33m
Shares
87,611
+5%
AppleAAPL
Share
2.1%
Value
$30m
Shares
102,418
-3%
Ishares TRMUB
Share
2.0%
Value
$28m
Shares
256,075
+9%
Ishares TRIJR
Share
1.9%
Value
$27m
Shares
180,397
+4%
Vanguard Index FDSVB
Share
1.9%
Value
$26m
Shares
85,513
Held
Advanced Micro DevicesAMD
Share
1.7%
Value
$23m
Shares
40,172
+2%
Ishares TRIWM
Share
1.5%
Value
$21m
Shares
69,179
-3%
Vanguard World FDVGT
Share
1.4%
Value
$20m
Shares
164,416
Held
AlphabetGOOG
Share
1.4%
Value
$19m
Shares
54,038
Held
ChevronCVX
Share
1.3%
Value
$17m
Shares
105,557
Held
Invesco QQQ TRQQQ
Share
1.0%
Value
$14m
Shares
19,375
Held
Berkshire HathawayBRK-B
Share
1.0%
Value
$13m
Shares
26,858
+5%
J P Morgan Exchange Traded FHELO
Share
0.9%
Value
$12m
Shares
183,760
+2%
Vanguard World FDVSGX
Share
0.8%
Value
$11m
Shares
132,891
Held
Ishares TREFA
Share
0.6%
Value
$9m
Shares
84,025
Held
IsharesIEMG
Share
0.6%
Value
$9m
Shares
105,358
+2%
Hertz Global HoldingsHTZ
Share
0.6%
Value
$9m
Shares
3,794,106
New
Vanguard Index FDSVOO
Share
0.6%
Value
$8m
Shares
11,876
Held
NvidiaNVDA
Share
0.6%
Value
$8m
Shares
40,213
+13%
AlphabetGOOGL
Share
0.6%
Value
$8m
Shares
21,790
+5%
Vanguard Scottsdale FDSVCIT
Share
0.6%
Value
$8m
Shares
93,675
Held
Vanguard Intl Equity Index FVWO
Share
0.5%
Value
$7m
Shares
121,090
Held
Amazon.comAMZN
Share
0.5%
Value
$7m
Shares
29,559
+5%
VisaV
Share
0.4%
Value
$6m
Shares
17,862
+4%
TeslaTSLA
Share
0.4%
Value
$6m
Shares
14,032
+3%
Vanguard Index FDSVNQ
Share
0.4%
Value
$6m
Shares
58,758
Held
Janus Detroit STR TRJAAA
Share
0.4%
Value
$5m
Shares
105,330
+51%
Vanguard Index FDSVTI
Share
0.3%
Value
$5m
Shares
12,955
-15%
JPMorgan ChaseJPM
Share
0.3%
Value
$4m
Shares
13,043
+2%
J P Morgan Exchange Traded FJPST
Share
0.3%
Value
$4m
Shares
80,466
+29%
EQTEQT
Share
0.3%
Value
$4m
Shares
75,202
Held
Meta PlatformsMETA
Share
0.3%
Value
$4m
Shares
6,659
+9%
Schwab Strategic TRSCHD
Share
0.2%
Value
$3m
Shares
108,015
+4%
Ishares TRSCZ
Share
0.2%
Value
$3m
Shares
39,586
+4%
Arista NetworksANET
Share
0.2%
Value
$3m
Shares
18,904
+3%
NetflixNFLX
Share
0.2%
Value
$3m
Shares
44,491
+2%
Ishares TRIWF
Share
0.2%
Value
$3m
Shares
24,743
-7%
Expand EnergyEXE
Share
0.2%
Value
$3m
Shares
33,134
Held
BroadcomAVGO
Share
0.2%
Value
$3m
Shares
7,723
+16%
Vanguard Specialized FundsVIG
Share
0.2%
Value
$3m
Shares
11,954
+13%
Select Sector Spdr TRXLK
Share
0.2%
Value
$3m
Shares
14,376
+5%
Ishares TREEM
Share
0.2%
Value
$3m
Shares
38,133
+6%
Ishares TRDGRO
Share
0.2%
Value
$3m
Shares
33,384
+7%
J P Morgan Exchange Traded FJEPI
Share
0.2%
Value
$3m
Shares
44,499
+4%
Royal GoldRGLD
Share
0.2%
Value
$2m
Shares
12,484
Held
Ishares TRSUB
Share
0.2%
Value
$2m
Shares
23,393
Held
Vanguard Tax-Managed FDSVEA
Share
0.2%
Value
$2m
Shares
31,991
Held
IntelINTC
Share
0.2%
Value
$2m
Shares
16,055
-2%
Applied MaterialsAMAT
Share
0.2%
Value
$2m
Shares
2,889
+4%
Ishares TRPFF
Share
0.1%
Value
$2m
Shares
67,621
+5%
Spdr Gold TRGLD
Share
0.1%
Value
$2m
Shares
5,248
Held
American ExpressAXP
Share
0.1%
Value
$2m
Shares
5,708
Held
MastercardMA
Share
0.1%
Value
$2m
Shares
3,755
+9%
AmphenolAPH
Share
0.1%
Value
$2m
Shares
10,446
+21%
Ishares TRIVW
Share
0.1%
Value
$2m
Shares
13,225
Held
CaterpillarCAT
Share
0.1%
Value
$2m
Shares
1,707
+5%
Moody'sMCO
Share
0.1%
Value
$2m
Shares
3,957
-15%
Costco WholesaleCOST
Share
0.1%
Value
$2m
Shares
1,888
Held
Vanguard Index FDSVO
Share
0.1%
Value
$2m
Shares
21,322
+7%
Ishares TRDMAX
Share
0.1%
Value
$2m
Shares
57,241
-24%
Micron TechnologyMU
Share
0.1%
Value
$2m
Shares
1,306
+15%
International Business MachinesIBM
Share
<0.1%
Value
$1m
Shares
4,811
+3%
Schwab Strategic TRSCHX
Share
<0.1%
Value
$1m
Shares
45,910
Held
MerckMRK
Share
<0.1%
Value
$1m
Shares
10,490
+7%
Ishares TRFLOT
Share
<0.1%
Value
$1m
Shares
26,050
New
GlobalstarGSAT
Share
<0.1%
Value
$1m
Shares
16,256
Held
TJX CompaniesTJX
Share
<0.1%
Value
$1m
Shares
8,505
+5%
Ishares TRMMAX
Share
<0.1%
Value
$1m
Shares
47,527
-23%
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$1m
Shares
2,616
Held
Procter & GamblePG
Share
<0.1%
Value
$1m
Shares
8,333
+3%
Bank of AmericaBAC
Share
<0.1%
Value
$1m
Shares
20,888
+5%
OracleORCL
Share
<0.1%
Value
$1m
Shares
7,936
-56%
Eli LillyLLY
Share
<0.1%
Value
$1m
Shares
962
+9%
General ElectricGE
Share
<0.1%
Value
$1m
Shares
3,040
+6%
WalmartWMT
Share
<0.1%
Value
$1m
Shares
9,724
+10%
RTXRTX
Share
<0.1%
Value
$1m
Shares
5,759
+6%
Invesco Exchange Traded FD TRSP
Share
<0.1%
Value
$1m
Shares
5,086
Held
Ishares TRSMAX
Share
<0.1%
Value
$1m
Shares
38,118
Held
Ishares TRMAXJ
Share
<0.1%
Value
$1m
Shares
36,295
Held
ShellSHEL
Share
<0.1%
Value
$1m
Shares
13,577
-4%
Vanguard Index FDSVXF
Share
<0.1%
Value
$1m
Shares
4,117
-2%
ShopifySHOP
Share
<0.1%
Value
$978,637
Shares
8,571
Held
Runway Growth FinanceRWAY
Share
<0.1%
Value
$964,932
Shares
172,002
Held
J P Morgan Exchange Traded FJEPQ
Share
<0.1%
Value
$962,587
Shares
15,662
+30%
Ishares TREMB
Share
<0.1%
Value
$901,519
Shares
9,348
+11%
Interactive Brokers GroupIBKR
Share
<0.1%
Value
$890,594
Shares
10,232
Held
AutonationAN
Share
<0.1%
Value
$884,547
Shares
4,761
Held
Ishares TRIVE
Share
<0.1%
Value
$880,085
Shares
3,876
+43%
Schwab Strategic TRSCHB
Share
<0.1%
Value
$842,041
Shares
29,076
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	11.7%	$161m	214,948	Held
PACS GroupPACS	10.2%	$141m	3,307,188	+20%
Ishares TRIJH	5.8%	$80m	1,043,164	+3%
State STR Spdr S&P 500 ETF TSPY	5.7%	$78m	104,579	+4%
Ishares TRIEFA	4.6%	$64m	660,188	+8%
Vanguard BD Index FDSBND	3.7%	$51m	691,686	+3%
Vanguard World FDESGV	3.5%	$48m	364,656	Held
DBX ETF TRDBEF	3.1%	$43m	778,666	Held
Pgim ETF TRPULS	3.0%	$42m	847,303	+25%
Berkshire Hathaway INC DELBRK-A	3.0%	$41m	55	Held
State STR Spdr S&P Midcap 40MDY	2.6%	$35m	50,124	Held
MicrosoftMSFT	2.4%	$33m	87,611	+5%
AppleAAPL	2.1%	$30m	102,418	-3%
Ishares TRMUB	2.0%	$28m	256,075	+9%
Ishares TRIJR	1.9%	$27m	180,397	+4%
Vanguard Index FDSVB	1.9%	$26m	85,513	Held
Advanced Micro DevicesAMD	1.7%	$23m	40,172	+2%
Ishares TRIWM	1.5%	$21m	69,179	-3%
Vanguard World FDVGT	1.4%	$20m	164,416	Held
AlphabetGOOG	1.4%	$19m	54,038	Held
ChevronCVX	1.3%	$17m	105,557	Held
Invesco QQQ TRQQQ	1.0%	$14m	19,375	Held
Berkshire HathawayBRK-B	1.0%	$13m	26,858	+5%
J P Morgan Exchange Traded FHELO	0.9%	$12m	183,760	+2%
Vanguard World FDVSGX	0.8%	$11m	132,891	Held
Ishares TREFA	0.6%	$9m	84,025	Held
IsharesIEMG	0.6%	$9m	105,358	+2%
Hertz Global HoldingsHTZ	0.6%	$9m	3,794,106	New
Vanguard Index FDSVOO	0.6%	$8m	11,876	Held
NvidiaNVDA	0.6%	$8m	40,213	+13%
AlphabetGOOGL	0.6%	$8m	21,790	+5%
Vanguard Scottsdale FDSVCIT	0.6%	$8m	93,675	Held
Vanguard Intl Equity Index FVWO	0.5%	$7m	121,090	Held
Amazon.comAMZN	0.5%	$7m	29,559	+5%
VisaV	0.4%	$6m	17,862	+4%
TeslaTSLA	0.4%	$6m	14,032	+3%
Vanguard Index FDSVNQ	0.4%	$6m	58,758	Held
Janus Detroit STR TRJAAA	0.4%	$5m	105,330	+51%
Vanguard Index FDSVTI	0.3%	$5m	12,955	-15%
JPMorgan ChaseJPM	0.3%	$4m	13,043	+2%
J P Morgan Exchange Traded FJPST	0.3%	$4m	80,466	+29%
EQTEQT	0.3%	$4m	75,202	Held
Meta PlatformsMETA	0.3%	$4m	6,659	+9%
Schwab Strategic TRSCHD	0.2%	$3m	108,015	+4%
Ishares TRSCZ	0.2%	$3m	39,586	+4%
Arista NetworksANET	0.2%	$3m	18,904	+3%
NetflixNFLX	0.2%	$3m	44,491	+2%
Ishares TRIWF	0.2%	$3m	24,743	-7%
Expand EnergyEXE	0.2%	$3m	33,134	Held
BroadcomAVGO	0.2%	$3m	7,723	+16%
Vanguard Specialized FundsVIG	0.2%	$3m	11,954	+13%
Select Sector Spdr TRXLK	0.2%	$3m	14,376	+5%
Ishares TREEM	0.2%	$3m	38,133	+6%
Ishares TRDGRO	0.2%	$3m	33,384	+7%
J P Morgan Exchange Traded FJEPI	0.2%	$3m	44,499	+4%
Royal GoldRGLD	0.2%	$2m	12,484	Held
Ishares TRSUB	0.2%	$2m	23,393	Held
Vanguard Tax-Managed FDSVEA	0.2%	$2m	31,991	Held
IntelINTC	0.2%	$2m	16,055	-2%
Applied MaterialsAMAT	0.2%	$2m	2,889	+4%
Ishares TRPFF	0.1%	$2m	67,621	+5%
Spdr Gold TRGLD	0.1%	$2m	5,248	Held
American ExpressAXP	0.1%	$2m	5,708	Held
MastercardMA	0.1%	$2m	3,755	+9%
AmphenolAPH	0.1%	$2m	10,446	+21%
Ishares TRIVW	0.1%	$2m	13,225	Held
CaterpillarCAT	0.1%	$2m	1,707	+5%
Moody'sMCO	0.1%	$2m	3,957	-15%
Costco WholesaleCOST	0.1%	$2m	1,888	Held
Vanguard Index FDSVO	0.1%	$2m	21,322	+7%
Ishares TRDMAX	0.1%	$2m	57,241	-24%
Micron TechnologyMU	0.1%	$2m	1,306	+15%
International Business MachinesIBM	<0.1%	$1m	4,811	+3%
Schwab Strategic TRSCHX	<0.1%	$1m	45,910	Held
MerckMRK	<0.1%	$1m	10,490	+7%
Ishares TRFLOT	<0.1%	$1m	26,050	New
GlobalstarGSAT	<0.1%	$1m	16,256	Held
TJX CompaniesTJX	<0.1%	$1m	8,505	+5%
Ishares TRMMAX	<0.1%	$1m	47,527	-23%
Taiwan Semiconductor ManufacturingTSM	<0.1%	$1m	2,616	Held
Procter & GamblePG	<0.1%	$1m	8,333	+3%
Bank of AmericaBAC	<0.1%	$1m	20,888	+5%
OracleORCL	<0.1%	$1m	7,936	-56%
Eli LillyLLY	<0.1%	$1m	962	+9%
General ElectricGE	<0.1%	$1m	3,040	+6%
WalmartWMT	<0.1%	$1m	9,724	+10%
RTXRTX	<0.1%	$1m	5,759	+6%
Invesco Exchange Traded FD TRSP	<0.1%	$1m	5,086	Held
Ishares TRSMAX	<0.1%	$1m	38,118	Held
Ishares TRMAXJ	<0.1%	$1m	36,295	Held
ShellSHEL	<0.1%	$1m	13,577	-4%
Vanguard Index FDSVXF	<0.1%	$1m	4,117	-2%
ShopifySHOP	<0.1%	$978,637	8,571	Held
Runway Growth FinanceRWAY	<0.1%	$964,932	172,002	Held
J P Morgan Exchange Traded FJEPQ	<0.1%	$962,587	15,662	+30%
Ishares TREMB	<0.1%	$901,519	9,348	+11%
Interactive Brokers GroupIBKR	<0.1%	$890,594	10,232	Held
AutonationAN	<0.1%	$884,547	4,761	Held
Ishares TRIVE	<0.1%	$880,085	3,876	+43%
Schwab Strategic TRSCHB	<0.1%	$842,041	29,076	Held

Showing the largest 100 of 1,135.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 95.3% since 30 June 2025.

Where the money is

Health care10.9%

Technology8.9%

Financial services3.0%

Media & telecom2.7%

Retail & consumer2.1%

Energy1.9%

Industrials1.0%

Everyday goods0.5%

Materials0.4%

Utilities0.3%

Real estate0.0%

Other68.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.