Crewe Advisors LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| PACS GROUP INC | 1,112,068 | 2,147,815 | +1,035,747 | 15,268,694 | 82,454,618 | +67,185,924 |
| ISHARES TR | 196,850 | 200,342 | +3,492 | 131,751,789 | 137,222,251 | +5,470,462 |
| ALPHABET INC | 53,933 | 53,165 | -768 | 13,135,286 | 16,683,112 | +3,547,826 |
| ISHARES TR | 527,740 | 551,109 | +23,369 | 46,076,995 | 49,302,229 | +3,225,234 |
| ROYAL GOLD INC | 0 | 12,484 | +12,484 | 0 | 2,775,069 | +2,775,069 |
| ISHARES TR | 901,549 | 930,710 | +29,161 | 58,835,073 | 61,426,876 | +2,591,803 |
| DBX ETF TR | 737,695 | 754,413 | +16,718 | 34,243,811 | 36,294,789 | +2,050,978 |
| ADVANCED MICRO DEVICES INC | 39,198 | 39,103 | -95 | 6,341,914 | 8,374,299 | +2,032,385 |
| SELECT SECTOR SPDR TR | 0 | 13,797 | +13,797 | 0 | 1,986,299 | +1,986,299 |
| VANGUARD BD INDEX FDS | 576,530 | 604,549 | +28,019 | 42,876,516 | 44,778,934 | +1,902,418 |
| ALPHABET INC | 29,077 | 28,015 | -1,062 | 7,068,530 | 8,768,550 | +1,700,020 |
| J P MORGAN EXCHANGE TRADED F | 138,048 | 151,244 | +13,196 | 8,973,142 | 10,047,107 | +1,073,965 |
| APPLE INC | 105,986 | 102,757 | -3,229 | 26,987,248 | 27,935,563 | +948,315 |
| ISHARES TR | 141,940 | 147,896 | +5,956 | 16,866,749 | 17,774,166 | +907,417 |
| SPDR S&P 500 ETF TR | 101,813 | 100,755 | -1,058 | 67,826,061 | 68,706,641 | +880,580 |
| ISHARES TR | 209,284 | 215,722 | +6,438 | 22,286,654 | 23,105,984 | +819,330 |
| VANGUARD WORLD FD | 0 | 322,408 | +322,408 | 0 | 38,998,532 | +38,998,532 |
| ISHARES TR | 5,279 | 10,909 | +5,630 | 637,281 | 1,344,644 | +707,363 |
| SELECT SECTOR SPDR TR | 0 | 3,806 | +3,806 | 0 | 589,133 | +589,133 |
| ISHARES INC | 0 | 7,263 | +7,263 | 0 | 586,415 | +586,415 |
| J P MORGAN EXCHANGE TRADED F | 28,892 | 38,406 | +9,514 | 1,649,706 | 2,198,354 | +548,648 |
| SPDR SERIES TRUST | 0 | 3,367 | +3,367 | 0 | 468,552 | +468,552 |
| SELECT SECTOR SPDR TR | 0 | 7,378 | +7,378 | 0 | 404,094 | +404,094 |
| GLOBALSTAR INC | 16,256 | 16,256 | 0 | 591,556 | 992,267 | +400,711 |
| SPDR S&P MIDCAP 400 ETF TR | 50,119 | 50,125 | +6 | 29,872,623 | 30,239,285 | +366,662 |
| INVESCO EXCHANGE TRADED FD T | 1,513 | 3,400 | +1,887 | 287,044 | 651,322 | +364,278 |
| ISHARES BITCOIN TRUST ETF | 1,148 | 8,179 | +7,031 | 74,620 | 406,088 | +331,468 |
| ISHARES TR | 33,289 | 37,072 | +3,783 | 2,553,964 | 2,874,194 | +320,230 |
| VANGUARD INDEX FDS | 85,513 | 85,513 | 0 | 21,744,246 | 22,058,079 | +313,833 |
| ISHARES INC | 65,189 | 68,052 | +2,863 | 4,297,265 | 4,574,462 | +277,197 |
| VANGUARD WORLD FD | 0 | 20,552 | +20,552 | 0 | 15,491,689 | +15,491,689 |
| CAPITAL GROUP CORE EQUITY ET | 5,599 | 12,305 | +6,706 | 221,385 | 495,031 | +273,646 |
| ISHARES TR | 1,213 | 2,419 | +1,206 | 250,497 | 512,998 | +262,501 |
| ISHARES TR | 85,035 | 85,022 | -13 | 7,939,743 | 8,164,630 | +224,887 |
| SELECT SECTOR SPDR TR | 0 | 1,814 | +1,814 | 0 | 216,610 | +216,610 |
| AMERICAN EXPRESS CO | 5,634 | 5,632 | -2 | 1,871,467 | 2,083,579 | +212,112 |
| MERCK & CO INC | 9,627 | 9,684 | +57 | 807,995 | 1,019,338 | +211,343 |
| VANGUARD INTL EQUITY INDEX F | 90,865 | 95,472 | +4,607 | 4,923,086 | 5,132,581 | +209,495 |
| SPDR GOLD TR | 5,121 | 5,121 | 0 | 1,820,362 | 2,029,504 | +209,142 |
| VANGUARD INDEX FDS | 55,951 | 60,147 | +4,196 | 5,115,045 | 5,322,445 | +207,400 |
| VISA INC | 0 | 17,143 | +17,143 | 0 | 6,012,222 | +6,012,222 |
| SELECT SECTOR SPDR TR | 0 | 3,626 | +3,626 | 0 | 162,119 | +162,119 |
| CATERPILLAR INC | 1,595 | 1,610 | +15 | 761,055 | 922,321 | +161,266 |
| NAUTILUS BIOTECHNOLOGY INC | 136,052 | 136,052 | 0 | 114,951 | 265,302 | +150,351 |
| SPDR SERIES TRUST | 0 | 1,833 | +1,833 | 0 | 147,045 | +147,045 |
| APPLIED MATLS INC | 2,630 | 2,659 | +29 | 538,467 | 683,337 | +144,870 |
| SPDR SERIES TRUST | 0 | 1,327 | +1,327 | 0 | 141,591 | +141,591 |
| MICRON TECHNOLOGY INC | 1,063 | 1,115 | +52 | 177,837 | 318,211 | +140,374 |
| J P MORGAN EXCHANGE TRADED F | 7,061 | 9,306 | +2,245 | 406,149 | 540,865 | +134,716 |
| ELI LILLY & CO | 1,022 | 848 | -174 | 779,977 | 911,011 | +131,034 |
| VANGUARD TAX-MANAGED FDS | 0 | 30,847 | +30,847 | 0 | 1,927,013 | +1,927,013 |
| SHOPIFY INC | 8,606 | 8,651 | +45 | 1,278,938 | 1,392,552 | +113,614 |
| JPMORGAN CHASE & CO. | 12,517 | 12,603 | +86 | 3,948,135 | 4,060,914 | +112,779 |
| MONGODB INC | 1,002 | 1,000 | -2 | 311,001 | 419,690 | +108,689 |
| ISHARES TR | 34,392 | 38,118 | +3,726 | 921,018 | 1,027,486 | +106,468 |
| VANGUARD INDEX FDS | 14,418 | 14,415 | -3 | 4,731,561 | 4,832,831 | +101,270 |
| AMPHENOL CORP NEW | 8,445 | 8,482 | +37 | 1,045,069 | 1,146,258 | +101,189 |
| VANGUARD SCOTTSDALE FDS | 0 | 92,980 | +92,980 | 0 | 7,787,068 | +7,787,068 |
| ISHARES TR | 0 | 756 | +756 | 0 | 95,763 | +95,763 |
| RTX CORPORATION | 5,607 | 5,568 | -39 | 938,220 | 1,021,172 | +82,952 |
| THERMO FISHER SCIENTIFIC INC | 856 | 856 | 0 | 415,178 | 496,010 | +80,832 |
| AMPLIFY ETF TR | 0 | 1,355 | +1,355 | 0 | 77,086 | +77,086 |
| BANK AMERICA CORP | 19,508 | 19,657 | +149 | 1,006,418 | 1,081,135 | +74,717 |
| WALMART INC | 0 | 8,725 | +8,725 | 0 | 972,057 | +972,057 |
| BRISTOL-MYERS SQUIBB CO | 7,657 | 7,757 | +100 | 345,331 | 418,413 | +73,082 |
| VANGUARD MUN BD FDS | 0 | 5,711 | +5,711 | 0 | 287,207 | +287,207 |
| SPDR SERIES TRUST | 0 | 1,276 | +1,276 | 0 | 72,490 | +72,490 |
| S&P GLOBAL INC | 322 | 435 | +113 | 156,721 | 227,327 | +70,606 |
| SELECT SECTOR SPDR TR | 0 | 1,644 | +1,644 | 0 | 70,183 | +70,183 |
| SCHWAB STRATEGIC TR | 95,177 | 97,242 | +2,065 | 2,598,324 | 2,667,350 | +69,026 |
| SELECT SECTOR SPDR TR | 0 | 418 | +418 | 0 | 64,828 | +64,828 |
| HAMILTON INSURANCE GROUP LTD | 20,239 | 20,239 | 0 | 501,928 | 564,669 | +62,741 |
| AMGEN INC | 1,295 | 1,305 | +10 | 365,449 | 427,140 | +61,691 |
| CUMMINS INC | 640 | 650 | +10 | 270,317 | 331,793 | +61,476 |
| SELECT SECTOR SPDR TR | 0 | 1,280 | +1,280 | 0 | 58,048 | +58,048 |
| SCHWAB STRATEGIC TR | 0 | 2,209 | +2,209 | 0 | 53,834 | +53,834 |
| SELECT SECTOR SPDR TR | 0 | 457 | +457 | 0 | 53,799 | +53,799 |
| INTEL CORP | 16,383 | 16,349 | -34 | 549,650 | 603,279 | +53,629 |
| ISHARES TR | 27,134 | 27,368 | +234 | 1,847,296 | 1,899,878 | +52,582 |
| CITIGROUP INC | 2,943 | 3,006 | +63 | 298,715 | 350,771 | +52,056 |
| ISHARES TR | 72,492 | 71,464 | -1,028 | 17,540,197 | 17,591,596 | +51,399 |
| ISHARES TR | 35,863 | 35,883 | +20 | 1,915,085 | 1,963,159 | +48,074 |
| MORGAN STANLEY | 2,206 | 2,237 | +31 | 350,666 | 397,135 | +46,469 |
| JANUS DETROIT STR TR | 9,991 | 10,901 | +910 | 507,343 | 551,373 | +44,030 |
| GOLDMAN SACHS GROUP INC | 441 | 450 | +9 | 351,462 | 395,230 | +43,768 |
| EXXON MOBIL CORP | 24,279 | 23,110 | -1,169 | 2,737,415 | 2,781,024 | +43,609 |
| QNITY ELECTRONICS INC | 0 | 527 | +527 | 0 | 43,030 | +43,030 |
| FEDEX CORP | 774 | 777 | +3 | 182,517 | 224,445 | +41,928 |
| BRANCHOUT FOOD INC | 0 | 13,000 | +13,000 | 0 | 41,340 | +41,340 |
| SALESFORCE INC | 1,193 | 1,221 | +28 | 282,741 | 323,456 | +40,715 |
| WELLS FARGO CO NEW | 0 | 3,415 | +3,415 | 0 | 318,278 | +318,278 |
| EXPAND ENERGY CORPORATION | 9,433 | 9,433 | 0 | 1,002,162 | 1,041,026 | +38,864 |
| NORTHWESTERN ENERGY GROUP IN | 5,796 | 5,855 | +59 | 339,710 | 377,899 | +38,189 |
| CISCO SYS INC | 4,146 | 4,178 | +32 | 283,670 | 321,832 | +38,162 |
| MANULIFE FINL CORP | 7,200 | 7,200 | 0 | 224,280 | 261,216 | +36,936 |
| LAIRD SUPERFOOD INC | 0 | 16,000 | +16,000 | 0 | 35,520 | +35,520 |
| SPDR SERIES TRUST | 0 | 1,564 | +1,564 | 0 | 35,058 | +35,058 |
| BERKSHIRE HATHAWAY INC DEL | 56 | 56 | 0 | 42,235,200 | 42,268,800 | +33,600 |
| SELECT SECTOR SPDR TR | 0 | 420 | +420 | 0 | 32,626 | +32,626 |
| INTUITIVE SURGICAL INC | 221 | 232 | +11 | 98,966 | 131,409 | +32,443 |