Crewe Advisors LLC

Q3 2025 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
964
Total value ($000)
$1,047,840
Net value change ($000)
+340,989 (48.2%)
New positions
327
Sold out positions
110
Turnover %
24.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 131,752 NEW
MSFT 31,182 NEW
CVX 18,576 NEW
PULS 18,153 63.3%
GOOGL 13,135 NEW
SPY 8,426 14.2%
GOOGL 7,069 NEW
BRK-B 6,367 97.1%
V 5,822 NEW
AAPL 5,164 23.7%
Top Reduces (Value $000, Stocks/ETFs)
BXMT -1,080 -100.0%
VOO -584 -7.2%
VTV -478 -69.1%
IJK -474 -52.6%
MCO -438 -14.5%
VO -422 -20.9%
JEPI -385 -18.9%
EQT -292 -6.7%
CSCO -147 -34.1%
KT -145 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type