Crewe Advisors LLC

Q4 2025 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
1,099
Total value ($000)
$1,128,872
Net value change ($000)
+81,032 (7.7%)
New positions
174
Sold out positions
42
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
PACS 67,186 440.0%
IVV 5,470 4.2%
GOOGL 3,548 27.0%
IEFA 3,225 7.0%
RGLD 2,775 NEW
IJH 2,592 4.4%
DBEF 2,051 6.0%
AMD 2,032 32.0%
BND 1,902 4.4%
GOOGL 1,700 24.0%
Top Reduces (Value $000, Stocks/ETFs)
PULS -9,081 -19.4%
SAND -2,501 -100.0%
MSFT -2,381 -7.6%
JPST -1,173 -25.4%
CVX -1,149 -6.2%
NFLX -1,101 -21.5%
TSLA -940 -5.0%
AVGO -630 -22.1%
ORCL -474 -27.5%
META -418 -9.7%
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