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
201Kroger Co/The 2,572186.1K $
202AT&T Inc 6,298182.6K $
203PPG Industries Inc 1,688180.4K $
204Verizon Communications Inc 3,421171.7K $
205iShares Morningstar Growth ETF 1,740166.1K $
206ProShares Trust 1,563165.7K $
207Corning Inc 1,203163.6K $
208Entergy Corp 1,436161.3K $
209iShares Trust 2,019160.6K $
210Adaptive Biotechnologies Corp 11,543160.2K $
211Starwood Property Trust Inc 9,293160K $
212Wayfair Inc 2,100157.9K $
213BlackRock ETF Trust 2,695156.8K $
214American Electric Power Co Inc 1,175154K $
215JPMorgan Active Growth ETF 1,811153.1K $
216ConocoPhillips 1,145151.1K $
217Uber Technologies Inc 2,098150.9K $
218Capital Group International Focus Equity ETF 5,089150.1K $
219CMS Energy Corp 1,905147.8K $
220Cigna Group/The 550146.7K $
221iShares Select Dividend ETF 957144.8K $
222iShares Future AI & Tech ETF 3,093143.9K $
223Autodesk Inc 598143.2K $
224First Financial Bankshares Inc 4,845142.7K $
225ENERGOUS CORP 9,000141.2K $
226Global X Funds 1,810138.2K $
227Direxion NASDAQ-100 Equal Weighted Index ETF 1,380136K $
228UnitedHealth Group Inc 500135.2K $
229Tutor Perini Corp 1,750135.1K $
230Schwab Emerging Markets Equity ETF 4,082134.5K $
231Toast Inc 5,000132.6K $
232Vertiv Holdings Co 526131.8K $
233Northrop Grumman Corp 193131.7K $
234INVESCO DB MULTI-SECTOR COMMODITY TRUST 4,748129.7K $
235Invesco RAFI Developed Markets ex-U.S. ETF 1,841128.7K $
236PIMCO Enhanced Short Maturity 1,270127.7K $
237HEICO Corp 599126.4K $
238Constellation Energy Corp. 452126.2K $
239MPLX LP 2,211126.2K $
240AZZ Inc 1,000125.1K $
241Otis Worldwide Corp 1,605123.7K $
242Global X Funds 1,741123.3K $
243Brown-Forman Corp 4,577122.6K $
244WW Grainger Inc 111121.1K $
245ROBLOX Corp 2,115119.6K $
246State Street SPDR S&P International Small Cap ETF 2,829119.5K $
247Zoetis Inc 1,005118.8K $
248iShares MSCI USA Momentum Factor ETF 493118.3K $
249PNC Financial Services Group Inc/The 568118.2K $
250Vanguard Mid-Cap Growth ETF 458118K $
251NIKE Inc 2,197116.1K $
252Intuitive Surgical Inc 250115.2K $
253Anterix Inc 3,000114.6K $
254Direxion Shares ETF Trust 2,350112.6K $
255Travelers Cos Inc/The 384112K $
256iShares MBS ETF 1,174111.5K $
257Fortinet Inc 1,337109.3K $
258Charles Schwab Corp/The 1,159108.9K $
259Gilead Sciences Inc 781108.8K $
260Sterling Infrastructure Inc 267108.7K $
261Sprott Critical Materials ETF 3,242107.2K $
262Corteva Inc 1,260105.5K $
263Union Pacific Corp 429104.1K $
264Westinghouse Air Brake Technologies Corp 416104K $
265Altria Group, Inc. 1,566103.4K $
266iShares Russell 2000 Growth ETF 329103.2K $
267Vanguard Tax-Exempt Bond Index ETF 2,035101.5K $
268Symbotic Inc 1,900101.1K $
269Dominion Energy Inc 1,631100.8K $
270iShares TIPS Bond ETF 90299.5K $
271iShares ESG Optimized MSCI USA ETF 74498.3K $
272J P Morgan Exchange Traded Fund Trust 1,65398.3K $
273iShares ESG Aware U.S. Aggregate Bond ETF 2,06198K $
274VanEck Morningstar Wide Moat ETF 1,01197.8K $
275Cloudflare Inc 46896.6K $
276Markel Group Inc 5095.7K $
277Starbucks Corp 1,06395.2K $
278Diageo PLC 1,27094.6K $
279Middleby Corp/The 71094.1K $
280NOODLES and CO 11,00094.1K $
281Apollo Global Management Inc 84193.7K $
282Aehr Test Systems 2,50092.7K $
283Laird Superfood Inc 43,00292.5K $
284Mondelez International Inc 1,59391.8K $
285iShares Global 100 ETF 75691.5K $
286Pacer Funds Trust 1,46091.4K $
287Abbott Laboratories 87189.4K $
288Carrier Global Corp 1,58389.1K $
289Walker & Dunlop Inc 2,00088.8K $
290Intuit Inc 20588.6K $
291Goldman Sachs BDC, Inc. 9,94388.3K $
292Comfort Systems USA Inc 6488.3K $
293Adobe Inc 35586.3K $
294iShares U.S. Technology ETF 47486K $
295General Motors Co 1,14285.1K $
296Aflac Inc 76684K $
297Colgate-Palmolive Co 98684K $
298Danaher Corp 44083.4K $
299SPDR Series Trust 85083.2K $
300Moog Inc 28382.8K $