Stock Taper

CREWE ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC3.92K$323.78K
Moody's CorporationMCO3.96K$1.79M
Booking Holdings Inc.BKNG4.01K$714.48K
Verizon Communications Inc.VZ4.1K$173.47K
Blue Owl Capital CorporationOBDC4.43K$48.18K
Philip Morris International Inc.PM4.47K$808.13K
WEC Energy Group, Inc.WEC4.49K$524.82K
Brown-Forman CorporationBF-A4.58K$125.4K
Zions Bancorporation, National AssociationZION4.7K$325.26K
AutoNation, Inc.AN4.76K$884.55K
International Business Machines CorporationIBM4.81K$1.35M
First Financial Bankshares, Inc.FFIN4.84K$167.64K
Toast, Inc.TOST5K$139.1K
Duke Energy CorporationDUK5.39K$682.43K
Atai Beckley Inc.ATAI5.54K$29.2K
American Express CompanyAXP5.71K$1.93M
RTX CorporationRTX5.76K$1.09M
Cisco Systems, Inc.CSCO5.87K$689.73K
Northwestern Energy Group IncNWE5.97K$427.61K
NewtekOne, Inc.NEWT6K$88.86K