AI Portfolio Summary
In 2025 Q4, Crewe Advisors LLC maintained a portfolio of 1140 distinct positions. They heavily accumulated shares in ISHARES TR, increasing their position by 1.8%. Conversely, Crewe Advisors LLC completely exited their position in SANDSTORM GOLD LTD.
Total Positions
1140
Quarter
2025 Q4
Top Holding
IVV (12.2%)
Top 10 Concentration
53.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1140
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IVV
ISHARES TR
|
ETF | 12.16% | 12.57% |
#1
Prev: #1
|
6.9 | 3,492 | 1.8% |
P
S
|
200,342 | $137,222,251 |
$393.53
+75.1%
|
2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
PACS
PACS GROUP INC
|
Healthcare | 7.30% | 1.46% |
#2
17
Prev: #19
|
5.2 | 1,035,747 | 93.1% |
P
S
|
2,147,815 | $82,454,618 |
$25.32
+56.0%
|
2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
SPY
SPDR S&P 500 ET...
|
ETF | 6.09% | 6.47% |
#3
1
Prev: #2
|
2.4 | -1,058 | -1.0% |
P
S
|
100,755 | $68,706,641 |
$303.71
+125.8%
|
2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
IJH
ISHARES TR
|
ETF | 5.44% | 5.61% |
#4
1
Prev: #3
|
4.2 | 29,161 | 3.2% |
P
S
|
930,710 | $61,426,876 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEFA
ISHARES TR
|
ETF | 4.37% | 4.40% |
#5
Prev: #5
|
3.8 | 23,369 | 4.4% |
P
S
|
551,109 | $49,302,229 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 3.97% | 4.09% |
#6
Prev: #6
|
3.6 | 28,019 | 4.9% |
P
S
|
604,549 | $44,778,934 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 3.74% | 4.03% |
#7
Prev: #7
|
1.5 | no change | no change |
P
S
|
56 | $42,268,800 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 3.45% | 3.64% |
#8
Prev: #8
|
1.4 | -21 | -0.0% |
P
S
|
322,408 | $38,998,532 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PULS
PGIM ETF TR
|
ETF | 3.34% | 4.47% |
#9
5
Prev: #4
|
1.4 | -178,588 | -19.0% |
P
S
|
760,896 | $37,732,830 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DBEF
DBX ETF TR
|
ETF | 3.22% | 3.27% |
#10
1
Prev: #9
|
3.3 | 16,718 | 2.3% |
P
S
|
754,413 | $36,294,789 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 2.68% | 2.85% |
#11
Prev: #11
|
3.1 | 6 | 0.0% |
P
S
|
50,125 | $30,239,285 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.55% | 2.98% |
#12
2
Prev: #10
|
1.0 | -649 | -1.1% |
P
S
|
59,553 | $28,800,830 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 2.47% | 2.58% |
#13
1
Prev: #12
|
1.0 | -3,229 | -3.0% |
P
S
|
102,757 | $27,935,563 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 2.05% | 2.13% |
#14
1
Prev: #13
|
2.8 | 6,438 | 3.1% |
P
S
|
215,722 | $23,105,984 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.95% | 2.08% |
#15
1
Prev: #14
|
0.8 | no change | no change |
P
S
|
85,513 | $22,058,079 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IJR
ISHARES TR
|
ETF | 1.57% | 1.61% |
#16
2
Prev: #18
|
2.6 | 5,956 | 4.2% |
P
S
|
147,896 | $17,774,166 | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.57% | 1.78% |
#17
2
Prev: #15
|
0.6 | -2,556 | -6.1% |
P
S
|
39,308 | $17,677,594 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWM
ISHARES TR
|
ETF | 1.56% | 1.67% |
#18
1
Prev: #17
|
0.6 | -1,028 | -1.4% |
P
S
|
71,464 | $17,591,596 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 1.54% | 1.77% |
#19
3
Prev: #16
|
0.6 | -5,277 | -4.4% |
P
S
|
114,341 | $17,426,723 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.48% | 1.25% |
#20
1
Prev: #21
|
0.6 | -768 | -1.4% |
P
S
|
53,165 | $16,683,112 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 1.37% | 1.45% |
#21
1
Prev: #20
|
2.6 | 173 | 0.8% |
P
S
|
20,552 | $15,491,689 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.13% | 1.23% |
#22
Prev: #22
|
0.5 | -323 | -1.3% |
P
S
|
25,385 | $12,759,785 | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.06% | 1.15% |
#23
Prev: #23
|
0.4 | -654 | -3.3% |
P
S
|
19,394 | $11,914,021 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HELO
J P MORGAN EXCH...
|
Unknown | 0.89% | 0.86% |
#24
1
Prev: #25
|
2.4 | 13,196 | 9.6% |
P
S
|
151,244 | $10,047,107 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.89% | 0.98% |
#25
1
Prev: #24
|
0.4 | -7,310 | -5.0% |
P
S
|
140,223 | $10,042,756 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SAND
SANDSTORM GOLD ...
|
Unknown | 0.00% | 0.24% |
Sold All 😨
(Was: #51) |
0.3 | -199,746 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PDYN
PALLADYNE AI CO...
|
Technology | 0.00% | 0.03% |
Sold All 😨
(Was: #159) |
0.3 | -37,744 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VKTX
VIKING THERAPEU...
|
Healthcare | 0.00% | 0.02% |
Sold All 😨
(Was: #197) |
0.3 | -8,322 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GSBD
GOLDMAN SACHS B...
|
Financial Services | 0.00% | 0.01% |
Sold All 😨
(Was: #293) |
0.3 | -9,943 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZFEB
INNOVATOR ETFS ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #303) |
0.3 | -3,827 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EQL
ALPS ETF TR
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #319) |
0.3 | -1,800 | -100.0% |
CLOSED
|
— | $— | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 0.00% | 0.01% |
Sold All 😨
(Was: #321) |
0.3 | -433 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BTC
GRAYSCALE BITCO...
|
Unknown | 0.00% | 0.01% |
Sold All 😨
(Was: #370) |
0.3 | -1,061 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TTE
TOTALENERGIES S...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #395) |
0.3 | -742 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #406) |
0.3 | -361 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FFIV
F5 INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #416) |
0.3 | -107 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMEE
J P MORGAN EXCH...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #419) |
0.3 | -515 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
S
SENTINELONE INC
|
Technology | 0.00% | 0.00% |
Sold All 😨
(Was: #453) |
0.3 | -1,465 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DOW
DOW INC
|
Basic Materials | 0.00% | 0.00% |
Sold All 😨
(Was: #463) |
0.3 | -1,055 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PHO
INVESCO EXCHANG...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #484) |
0.3 | -296 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SLB
SCHLUMBERGER LT...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #496) |
0.3 | -584 | -100.0% |
CLOSED
|
— | $— | 2018 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRCC
MONROE CAP CORP
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #500) |
0.3 | -2,800 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IWP
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #505) |
0.3 | -133 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #515) |
0.3 | -238 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LBRDK
LIBERTY BROADBA...
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #524) |
0.3 | -277 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMC
MARSH & MCLENNA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #538) |
0.3 | -80 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GRID
FIRST TR EXCHAN...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #554) |
0.3 | -100 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OWL
BLUE OWL CAPITA...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #593) |
0.3 | -703 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHRD
CHORD ENERGY CO...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #598) |
0.3 | -118 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEO
ADAM NAT RES FD...
|
Financial Services | 0.00% | 0.00% |
Sold All 😨
(Was: #619) |
0.3 | -500 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JSPR
JASPER THERAPEU...
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #679) |
0.3 | -3,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MBC
MASTERBRAND INC
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #689) |
0.3 | -534 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IUSV
ISHARES TR
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #699) |
0.3 | -67 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
INFA
INFORMATICA INC
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #731) |
0.3 | -201 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WEN
WENDYS CO
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #755) |
0.3 | -440 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UUUU
ENERGY FUELS IN...
|
Energy | 0.00% | 0.00% |
Sold All 😨
(Was: #824) |
0.3 | -155 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 0.00% | 0.00% |
Sold All 😨
(Was: #834) |
0.3 | -53 | -100.0% |
CLOSED
|
— | $— | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FXE
INVESCO CURRENC...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #847) |
0.3 | -19 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLIBK
GCI LIBERTY INC
|
Communication Services | 0.00% | 0.00% |
Sold All 😨
(Was: #848) |
0.3 | -55 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALLE
ALLEGION PLC
|
Industrials | 0.00% | 0.00% |
Sold All 😨
(Was: #862) |
0.3 | -10 | -100.0% |
CLOSED
|
— | $— | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KWEB
KRANESHARES TRU...
|
Bond/Debt | 0.00% | 0.00% |
Sold All 😨
(Was: #863) |
0.3 | -42 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FBTC
FIDELITY WISE O...
|
Unknown | 0.00% | 0.00% |
Sold All 😨
(Was: #872) |
0.3 | -16 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NMRK
NEWMARK GROUP I...
|
Real Estate | 0.00% | 0.00% |
Sold All 😨
(Was: #921) |
0.3 | -50 | -100.0% |
CLOSED
|
— | $— | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DECK
DECKERS OUTDOOR...
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #935) |
0.3 | -5 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RH
RH
|
Consumer Cyclical | 0.00% | 0.00% |
Sold All 😨
(Was: #940) |
0.3 | -2 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
THAR
THARIMMUNE INC
|
Healthcare | 0.00% | 0.00% |
Sold All 😨
(Was: #951) |
0.3 | -30 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 1140 holdings