Crewe Advisors LLC Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Crewe Advisors LLCInvestment ActivityCrewe Advisors LLC has $858.14 million in total holdings as of March 31, 2024.Crewe Advisors LLC owns shares of 927 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 27.09% of the portfolio was purchased this quarter.About 3.89% of the portfolio was sold this quarter.This quarter, Crewe Advisors LLC has purchased 413 new stocks and bought additional shares in 76 stocks.Crewe Advisors LLC sold shares of 68 stocks and completely divested from 109 stocks this quarter.Largest Holdings The Ensign Group $136,920,602iShares Core S&P 500 ETF $75,932,884SPDR S&P 500 ETF Trust $49,382,228iShares Core S&P Mid-Cap ETF $40,680,349Berkshire Hathaway $35,528,640 Largest New Holdings this Quarter Microsoft $21,281,497 HoldingChevron $19,026,237 HoldingApple $13,358,136 HoldingTesla $9,703,433 HoldingAdvanced Micro Devices $7,494,126 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 537,921 shares (about $32.67M)Microsoft 50,584 shares (about $21.28M)Chevron 120,618 shares (about $19.03M)Apple 77,899 shares (about $13.36M)Tesla 55,199 shares (about $9.70M) Largest Sales this Quarter The Ensign Group 110,700 shares (about $13.77M)The Pennant Group 377,073 shares (about $7.40M)iShares Russell 2000 ETF 11,863 shares (about $2.49M)iShares Preferred and Income Securities ETF 59,328 shares (about $1.91M)Vanguard ESG International Stock ETF 15,508 shares (about $891.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCrewe Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorENSGThe Ensign Group$136,920,602$13,773,294 ▼-9.1%1,100,47116.0%MedicalIVViShares Core S&P 500 ETF$75,932,884$2,194,926 ▲3.0%144,4338.8%ETFSPYSPDR S&P 500 ETF Trust$49,382,228$135,999 ▲0.3%94,4085.8%FinanceIJHiShares Core S&P Mid-Cap ETF$40,680,349$32,673,303 ▲408.1%669,7464.7%ETFBRK.ABerkshire Hathaway$35,528,6400.0%564.1%FinanceESGVVanguard ESG US Stock ETF$29,400,327$49,391 ▲0.2%315,4883.4%ETFBNDVanguard Total Bond Market ETF$27,722,186$1,429,357 ▲5.4%381,6913.2%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$27,477,338$365,423 ▲1.3%671,3253.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$26,956,464$190,289 ▼-0.7%48,4483.1%ETFVSGXVanguard ESG International Stock ETF$25,703,515$891,245 ▼-3.4%447,2513.0%ETFVBVanguard Small-Cap ETF$24,311,919$58,976 ▼-0.2%106,3562.8%ETFMSFTMicrosoft$21,281,497$21,281,497 ▲New Holding50,5842.5%Computer and TechnologyCVXChevron$19,026,237$19,026,237 ▲New Holding120,6182.2%Oils/EnergyIWMiShares Russell 2000 ETF$17,706,970$2,494,778 ▼-12.3%84,1992.1%FinancePNTGThe Pennant Group$14,350,139$7,401,943 ▼-34.0%731,0311.7%MedicalIEFAiShares Core MSCI EAFE ETF$13,783,619$31,172 ▼-0.2%185,7131.6%ETFAAPLApple$13,358,136$13,358,136 ▲New Holding77,8991.6%Computer and TechnologyVOOVanguard S&P 500 ETF$12,157,677$1,668,484 ▲15.9%25,2921.4%ETFVGTVanguard Information Technology ETF$11,872,1070.0%22,6421.4%ETFMUBiShares National Muni Bond ETF$11,353,737$3,884,252 ▲52.0%105,5181.3%ETFJPSTJPMorgan Ultra-Short Income ETF$10,289,083$50,601 ▲0.5%203,9461.2%ETFTSLATesla$9,703,433$9,703,433 ▲New Holding55,1991.1%Auto/Tires/TrucksQQQInvesco QQQ$8,359,178$947,051 ▲12.8%18,8271.0%FinanceAMDAdvanced Micro Devices$7,494,126$7,494,126 ▲New Holding41,5210.9%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$6,883,564$1,912,144 ▼-21.7%213,5760.8%ETFGOOGAlphabet$6,391,571$6,391,571 ▲New Holding41,9780.7%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$5,790,771$2,950,756 ▲103.9%52,3960.7%ETFAMZNAmazon.com$5,375,324$5,375,324 ▲New Holding29,8000.6%Retail/WholesaleVVisa$5,260,100$5,260,100 ▲New Holding18,8480.6%Business ServicesEFAiShares MSCI EAFE ETF$5,166,004$52,788 ▲1.0%64,6880.6%FinanceBRK.BBerkshire Hathaway$4,981,902$327,165 ▲7.0%11,8470.6%FinanceGOOGLAlphabet$4,635,212$4,635,212 ▲New Holding30,7110.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,775,637$585 ▼0.0%90,3910.4%ETFMCOMoody's$3,562,031$3,562,031 ▲New Holding9,0630.4%FinanceNVDANVIDIA$3,467,897$3,467,897 ▲New Holding3,8380.4%Computer and TechnologyXOMExxon Mobil$3,413,708$3,413,708 ▲New Holding29,3680.4%Oils/EnergyMETAMeta Platforms$3,142,674$3,142,674 ▲New Holding6,4720.4%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$3,114,267$44,221 ▼-1.4%60,3540.4%ETFNFLXNetflix$2,975,310$2,975,310 ▲New Holding4,8990.3%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$2,798,801$14,554 ▲0.5%10,7690.3%ETFDGROiShares Core Dividend Growth ETF$2,615,001$1,800 ▼-0.1%45,0400.3%ETFIWFiShares Russell 1000 Growth ETF$2,543,043$219,083 ▼-7.9%7,5450.3%ETFSCHDSchwab US Dividend Equity ETF$2,335,676$386,296 ▼-14.2%28,9680.3%ETFINTCIntel$2,290,230$2,290,230 ▲New Holding51,8500.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$2,078,876$1,176,508 ▲130.4%25,8210.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,045,306$143,316 ▲7.5%32,2960.2%ETFCOSTCostco Wholesale$2,001,546$2,001,546 ▲New Holding2,7320.2%Retail/WholesaleHDHome Depot$1,906,109$1,906,109 ▲New Holding4,9690.2%Retail/WholesaleJPMJPMorgan Chase & Co.$1,803,006$1,803,006 ▲New Holding9,0020.2%FinanceTJXTJX Companies$1,724,952$1,724,952 ▲New Holding17,0080.2%Retail/WholesaleANETArista Networks$1,618,089$1,618,089 ▲New Holding5,5800.2%Computer and TechnologyPGProcter & Gamble$1,552,273$1,552,273 ▲New Holding9,5670.2%Consumer StaplesXLKTechnology Select Sector SPDR Fund$1,491,630$6,248 ▼-0.4%7,1620.2%ETFVEAVanguard FTSE Developed Markets ETF$1,430,949$49,919 ▲3.6%28,5220.2%ETFMRKMerck & Co., Inc.$1,427,568$1,427,568 ▲New Holding10,8190.2%MedicalJEPIJPMorgan Equity Premium Income ETF$1,326,846$245,847 ▲22.7%22,9320.2%ETFADBEAdobe$1,314,483$1,314,483 ▲New Holding2,6050.2%Computer and TechnologyMAMastercard$1,310,600$1,310,600 ▲New Holding2,7220.2%Business ServicesAXPAmerican Express$1,274,016$1,274,016 ▲New Holding5,5950.1%FinanceVIGVanguard Dividend Appreciation ETF$1,257,453$462,003 ▲58.1%6,8860.1%ETFVNQVanguard Real Estate ETF$1,197,390$6,486 ▲0.5%13,8460.1%ETFLLYEli Lilly and Company$1,191,057$1,191,057 ▲New Holding1,5310.1%MedicalEEMiShares MSCI Emerging Markets ETF$1,163,140$397,983 ▼-25.5%28,3140.1%FinanceAVGOBroadcom$1,088,162$1,088,162 ▲New Holding8210.1%Computer and TechnologyVOVanguard Mid-Cap ETF$1,069,516$13,994 ▼-1.3%4,2800.1%ETFSANDSandstorm Gold$1,048,6670.0%199,7460.1%Basic MaterialsSHWSherwin-Williams$1,034,697$1,034,697 ▲New Holding2,9790.1%ConstructionSHELShell$1,024,573$1,024,573 ▲New Holding15,2830.1%Oils/EnergyUNHUnitedHealth Group$1,015,125$1,015,125 ▲New Holding2,0520.1%MedicalGLDSPDR Gold Shares$1,007,411$19,543 ▲2.0%4,8970.1%FinanceSCHXSchwab US Large-Cap ETF$962,453$683 ▲0.1%15,5080.1%ETFTMOThermo Fisher Scientific$938,655$938,655 ▲New Holding1,6150.1%MedicalIBMInternational Business Machines$897,894$897,894 ▲New Holding4,7020.1%Computer and TechnologyGISGeneral Mills$841,390$841,390 ▲New Holding12,0250.1%Consumer StaplesORCLOracle$837,819$837,819 ▲New Holding6,6700.1%Computer and TechnologyBXBlackstone$809,776$809,776 ▲New Holding6,1640.1%FinanceANAutoNation$788,3270.0%4,7610.1%Retail/WholesaleBABoeing$749,188$749,188 ▲New Holding3,8820.1%AerospaceVXFVanguard Extended Market ETF$737,3610.0%4,2070.1%ETFSHOPShopify$729,180$729,180 ▲New Holding9,4490.1%Computer and TechnologyAMATApplied Materials$643,026$643,026 ▲New Holding3,1180.1%Computer and TechnologyAMPAmeriprise Financial$625,654$625,654 ▲New Holding1,4270.1%FinanceJNJJohnson & Johnson$617,891$617,891 ▲New Holding3,9060.1%MedicalCATCaterpillar$606,442$606,442 ▲New Holding1,6550.1%Industrial ProductsIWViShares Russell 3000 ETF$602,2610.0%2,0070.1%ETFCRMSalesforce$599,650$599,650 ▲New Holding1,9910.1%Computer and TechnologyRTXRTX$589,764$589,764 ▲New Holding6,0470.1%AerospaceABBVAbbVie$581,628$581,628 ▲New Holding3,1940.1%MedicalGEGeneral Electric$558,186$558,186 ▲New Holding3,1800.1%TransportationXLVHealth Care Select Sector SPDR Fund$542,365$32,356 ▲6.3%3,6710.1%ETFBKNGBooking$540,555$540,555 ▲New Holding1490.1%Retail/WholesaleLOWLowe's Companies$535,698$535,698 ▲New Holding2,1030.1%Retail/WholesaleSDYSPDR S&P Dividend ETF$523,911$45,409 ▲9.5%3,9920.1%ETFAPHAmphenol$522,767$522,767 ▲New Holding4,5320.1%Computer and TechnologyDUKDuke Energy$519,611$519,611 ▲New Holding5,3730.1%UtilitiesAGGiShares Core U.S. Aggregate Bond ETF$511,0510.0%5,2180.1%FinanceXLEEnergy Select Sector SPDR Fund$509,437$249,432 ▲95.9%5,3960.1%ETFSCHKSchwab 1000 Index ETF$507,664$608 ▲0.1%10,0190.1%ETFINTUIntuit$505,050$505,050 ▲New Holding7770.1%Computer and TechnologySCHBSchwab US Broad Market ETF$493,857$26,436 ▲5.7%8,0890.1%ETFShowing largest 100 holdings. 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