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 PERF
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,290 | 41,000 | Shares | Sole | 2026-05-07 | |
| 2025-03-31 | $54,160 | 28,963 | Shares | Sole | 2025-04-23 | |
| No 13F history on record for this holder in this stock. | ||||||