Crewe Advisors LLC - Portfolio overview

Crewe Advisors LLC has 1140 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 12.02%
2. PACS - PACS GROUP INC, 7.52%
3. IJH - ISHARES TR, 5.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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