Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Crewe Advisors Llc > Profile

Instuitional Investor - Crewe Advisors Llc

Fund Profile
Filing Period:
Fund Name: Crewe Advisors Llc
Portfolio Value $725,231,139
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 180,239 $106,103,103 14.63%
2.
Spdr S & P 500 Etf Trust
 SPY 96,893 $56,786,799 7.83%
3.
Ishares Trust
 IEF 814,395 $50,744,983 6.99%
4.
Berkshire Hathaway Inc
 BRK.A 53 $36,088,760 4.97%
5.
Ishares Tr - CORE MSCI EAFE
 480,786 $33,789,614 4.65%
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%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)