Titelia

Holdings of Crewe Advisors LLC

904 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 55.9 % of the equity sleeve

Sector breakdown

  • Funds 23.9 %
  • Technology 8.0 %
  • Financials 6.7 %
  • Communication 2.8 %
  • Consumer discretionary 1.4 %
  • Energy 1.3 %
  • Industrials 0.7 %
  • Health care 0.7 %
  • Consumer staples 0.6 %
  • Materials 0.5 %
  • Utilities 0.2 %
  • Unattributed 53.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.2 %
  • TW 0.1 %
  • DE 0.0 %
  • DK 0.0 %
  • NL 0.0 %
  • KR 0.0 %
  • AU 0.0 %
  • KY 0.0 %
  • IT 0.0 %
  • JP 0.0 %
  • CN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US8751.1B $99.73 %
2GB71.8M $0.17 %
3TW3896K $0.08 %
4DE171.9K $0.01 %
5DK153.8K $0.00 %
6NL226.4K $0.00 %
7KR223.5K $0.00 %
8AU16.1K $0.00 %
9KY26K $0.00 %
10IT15.1K $0.00 %
11JP24.8K $0.00 %
12CN13.8K $0.00 %

Positions

RankCompanySharesValueWeight
101Ameriprise Financial Inc 1,409626.2K $
102iShares MSCI Japan ETF 7,263613.3K $
103iShares Core U.S. Aggregate Bond ETF 5,973592.9K $
104McDonald's Corp. 1,902591.1K $
105AbbVie Inc 2,684583.7K $
106iShares Trust 2,704571K $
107Schwab International Equity ETF 22,715562.2K $
108State Street Health Care Select Sector SPDR ETF 3,785554.9K $
109iShares Trust 5,497553.3K $
110Vanguard Growth ETF 1,244543.4K $
111Nautilus Biotechnology Inc 136,052527.9K $
112J.P. MORGAN EXCHANGE-TRADED FUND TRUST 7,249524.9K $
113iShares Trust 4,279507.5K $
114WEC Energy Group Inc 4,379506.9K $
115iShares Trust 2,632504.8K $
116iShares Core S&P Total U.S. Stock Market ETF 3,480495.6K $
117State Street SPDR S&P Dividend ETF 3,347488.5K $
1183M Co 3,281476.5K $
119Bristol-Myers Squibb Co 7,815474K $
120Amgen Inc 1,335469.7K $
121Ishares Inc 5,902464.3K $
122McKesson Corp 530458.6K $
123CAPITAL GROUP CORE EQUITY ETF 11,896457K $
124Lowe's Cos Inc 1,908450.8K $
125iShares Russell 3000 ETF 1,213449.6K $
126iShares S&P Mid-Cap 400 Growth ETF 4,458448.6K $
127GE Vernova Inc 509444.3K $
128General Mills, Inc. 11,801439.2K $
129Texas Instruments Inc 2,256438K $
130State Street Spdr Dow Jones Industrial Average Etf Trust 941435.7K $
131Thermo Fisher Scientific Inc 858421.7K $
132Allstate Corp/The 2,031421.1K $
133iShares Trust 1,879401.5K $
134BP PLC 8,507399.8K $
135Sherwin-Williams Co/The 1,223392K $
136Northwestern Energy Group Inc 5,916390.1K $
137Goldman Sachs Group Inc/The 458387.5K $
138Micron Technology Inc 1,139384.8K $
139Palantir Technologies Inc 2,608381.5K $
140Select Sector Spdr Trust 6,222381.2K $
141Palo Alto Networks Inc 2,368379.6K $
142Wisdomtree Trust 9,150373.3K $
143Morgan Stanley 2,258371.6K $
144Cummins Inc 675363.2K $
145AppLovin Corp 910362.2K $
146Ensign Group Inc/The 1,788360.3K $
147Stryker Corp 1,082355.4K $
148Select Sector Spdr Trust 7,182354.6K $
149iShares Trust 3,549345.1K $
150Pfizer Inc 12,286345K $
151Honeywell International Inc 1,503339.7K $
152Citigroup Inc 2,988338.9K $
153NextEra Energy Inc 3,624336.6K $
154Global X US Infrastructure Development ETF 6,545332.6K $
155iShares Bitcoin Trust ETF 8,347320.7K $
156Jefferies Financial Group Inc 7,546311.4K $
157AutoZone Inc 92310.8K $
158iShares Trust 6,623310.2K $
159SPDR Series Trust 4,002306.3K $
160Walt Disney Co/The 3,056294.5K $
161Ishares S&p 100 Etf 926294.5K $
162VanEck Gold Miners ETF/USA 3,186292.4K $
163iShares Trust 2,111292.1K $
164Cisco Systems, Inc. 3,746290.7K $
165Waste Management Inc 1,260289.5K $
166Wells Fargo & Co 3,558283.3K $
167PepsiCo Inc 1,815281.9K $
168FedEx Corp 789281K $
169Flexshares Trust 8,707275.8K $
170Crowdstrike Holdings Inc 705275.2K $
171PPL Corp 7,112271.7K $
172Zions Bancorp NA 4,698270.7K $
173Electronic Arts Inc 1,319268.9K $
174Vanguard Index Funds 1,215264K $
175Pinnacle West Capital Corp. 2,596261.6K $
176Lockheed Martin Corp 430259.9K $
177Nucor Corp 1,485251.1K $
178Yum! Brands Inc 1,608250K $
179MongoDB Inc 1,000244.8K $
180Salesforce Inc 1,259235K $
181Vanguard Value ETF 1,180231.5K $
182Vanguard High Dividend Yield E 1,562231.3K $
183Comcast Corp 7,918227.3K $
184Blue Owl Capital Corp 20,432226K $
185Schwab Strategic Trust 7,699224.3K $
186Vertex Pharmaceuticals Inc 500223.3K $
187Spectrum Brands Holdings Inc 3,009221.8K $
188Invesco RAFI US 1000 ETF 4,640220.5K $
189Black Hills Corp 3,153218.8K $
190Sony Group Corp 10,550218.4K $
191Norfolk Southern Corp 689197.7K $
192Select Sector Spdr Trust 1,814197.7K $
193iShares Trust 2,394197.7K $
194JPMorgan BetaBuilders Canada E 2,100197.5K $
195S&P Global Inc 464197.4K $
196Ishares Gold Trust 2,227196.3K $
197iShares Core MSCI International Developed Markets ETF 2,327194.5K $
198Vanguard Total World Stock ETF 1,388192K $
199Palladyne AI Corp 31,150189.1K $
200Schwab Fundamental U.S. Large Company ETF 6,785189K $