Crewe Advisors LLC
Top Portfolio Positions
757 positions ·
$434,970,722 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PACS |
PACS Group, Inc.
Healthcare
|
2,754,179 | $88,464,229 | 20.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
100,267 | $65,207,640 | 14.99% | |
| MSFT |
Microsoft Corp
Technology
|
83,595 | $30,944,361 | 7.11% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
50,125 | $30,915,095 | 7.11% | |
| AAPL |
Apple Inc.
Technology
|
105,084 | $26,669,268 | 6.13% | |
| CVX |
Chevron Corp
Energy
|
104,185 | $21,555,876 | 4.96% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
25,601 | $12,267,999 | 2.82% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
19,047 | $10,993,547 | 2.53% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
39,362 | $8,007,411 | 1.84% | |
| NVDA |
Nvidia Corp
Technology
|
35,666 | $6,220,150 | 1.43% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DOMO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,164 | 12,799 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $107,895 | 12,799 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $202,736 | 12,799 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $178,802 | 12,799 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $99,320 | 12,799 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $90,616 | 12,799 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $98,748 | 13,149 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $101,510 | 13,149 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $117,289 | 13,149 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $122,440 | 11,899 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $119,181 | 12,149 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $106,519 | 7,266 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $103,104 | 7,266 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,458 | 594 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $94,213 | 5,237 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $145,588 | 5,237 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $264,835 | 5,237 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $248,049 | 5,001 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $342,826 | 4,060 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $328,169 | 4,060 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $30,227 | 537 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $34,244 | 537 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $45,919 | 1,198 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $31,430 | 977 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $26,410 | 2,657 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||