StockDriftsStockDriftsTop 50 Crewe Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.06% | 216.4K | $141.4M | +8.03%(+16.08K) | $403.23(+85.61%) | 2026-03-31 | |
| PACS | PACS GROUP INC | 7.55% | 2.75M | $88.5M | +28.23%(+606.36K) | $28.28(+57.27%) | 2026-03-31 | |
| IJH | ISHARES TR | 5.84% | 1.01M | $68.4M | +8.90%(+82.82K) | $50.78(+49.86%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.57% | 100.3K | $65.2M | -0.48%(-488) | $332.48(+124.01%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.74% | 613.8K | $55.6M | +11.38%(+62.72K) | $71.48(+36.11%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 4.23% | 673.0K | $49.6M | +11.32%(+68.43K) | $73.57(-0.63%) | 2026-03-31 | |
| ESGV | VANGUARD WORLD FD | 3.49% | 364.6K | $40.9M | +13.08%(+42.17K) | $81.99(+60.88%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3.43% | 56 | $40.2M | +0.00%(+0) | $437260.64(+74.17%) | 2026-03-31 | |
| DBEF | DBX ETF TR | 3.22% | 763.5K | $37.7M | +1.20%(+9.04K) | $34.34(+59.42%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 2.85% | 675.3K | $33.4M | -11.24%(-85.56K) | $49.72(-0.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.19% | +52.85% |
| Top 20 Holdings Unweighted | +18.97% | +68.40% |
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