Crews Bank & Trust
Crews Bank & Trust is a community bank headquartered in Arcadia, Florida, serving Central and Southwest Florida since 1929. Owned and operated by four generations of the Crews family, the bank offers personal and business banking, trust, estate, and investment management services designed for individuals, families, and local businesses. With approximately 129 employees, it focuses on personalized customer relationships, supporting community needs, and generational financial planning. The organization unified all branches under the Crews Bank & Trust brand in 2023, continuing its legacy of relationship-driven, local banking.
Investment Strategy
Crews Bank & Trust offers investment and wealth management services built around personalized financial planning and portfolio management. The trust and investment management division provides tailored solutions based on each client's goals, including retirement planning, trust administration, estate planning, and charitable giving strategies, primarily serving individuals and families with a focus on long-term relationships. The investment team integrates local market knowledge with personalized service to construct high-quality portfolios matching each client’s risk tolerance and financial objectives.
Top Holdings
Equity Positions (627)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR Portfolio S&P 500 Large Cap ETF | 12.55% | $85.8M | 1,094,890 | $69.56 | $78.34 | +$10.1M |
S SLQD | iShares 0-5 Year Investment Grade ETF | 5.09% | $34.8M | 684,343 | $49.82 | $50.83 | +$1.8M |
V VIG | Vanguard Dividend Appreciation ETF | 5.03% | $34.4M | 159,195 | $198.19 | $215.79 | +$5.0M |
V VYM | Vanguard High Dividend Yield ETF | 4.95% | $33.8M | 239,996 | $128.12 | $140.95 | +$2.5M |
V VUG | Vanguard Growth ETF | 4.41% | $30.1M | 62,817 | $418.47 | $479.61 | +$5.5M |