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Home > Institutional Investor > Crewe Advisors Llc > Profile

Instuitional Investor - Crewe Advisors Llc

Fund Profile
Filing Period:
Fund Name: Crewe Advisors Llc
Portfolio Value $711,561,221
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 185,268 $104,101,946 14.63%
2.
Spdr S & P 500 Etf Trust
 SPY 95,335 $53,329,439 7.49%
3.
Ishares Trust
 IEF 850,319 $49,616,133 6.97%
4.
Berkshire Hathaway Inc
 BRK.A 54 $43,115,847 6.06%
5.
Ishares Tr - CORE MSCI EAFE
 512,575 $38,776,271 5.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)