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Crewe Advisors

Latest statistics and disclosures from Crewe Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ENSG, IVV, SPY, IJH, BRK.A, and represent 45.97% of Crewe Advisors's stock portfolio.
Added to shares of these 10 stocks: BRK.B (+$6.6M), IVV (+$5.6M), WCN, PULS, BND, IJH, EQT, MUB, IJR, RWAY.
Started 84 new stock positions in IYR, INVH, HIG, VEEV, TLTW, HLT, EVR, Te Connectivity, STZ, RCL.
Reduced shares in these 10 stocks: MSFT (-$22M), CVX (-$19M), VSGX (-$17M), AAPL (-$16M), GOOG (-$8.0M), AMZN (-$5.8M), GOOGL (-$5.3M), , NVDA, .
Sold out of its positions in AAON, AES, ABT, ADBE, AVAV, A, ABNB, ALK, ALGN, GOOG.
Crewe Advisors was a net seller of stock by $-102M.
Crewe Advisors has $862M in assets under management (AUM), dropping by -3.39%.
Central Index Key (CIK): 0001730033

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Portfolio Holdings for Crewe Advisors

Crewe Advisors holds 713 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Crewe Advisors has 713 total positions. Only the first 250 positions are shown.

Sign up to view all of the Crewe Advisors Sept. 30, 2024 positions
Download the Crewe Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ensign (ENSG)	18.5	$160M		1.1M	143.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.0	$95M	+6%	164k	576.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	6.5	$56M	+2%	98k	573.76	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.5	$47M	+6%	755k	62.32	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	4.5	$39M		56.00	691180.00	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.1	$35M	+10%	468k	75.11	View chart
Vanguard World Esg Us Stk Etf (ESGV)	3.7	$32M		311k	101.65	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	3.5	$30M		713k	42.02	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	3.4	$29M	+5%	51k	569.66	View chart
Pennant Group (PNTG)	3.1	$27M		743k	35.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.9	$25M		106k	237.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$18M		81k	220.89	View chart
Ishares Tr National Mun Etf (MUB)	1.8	$15M	+19%	141k	108.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$15M	+3%	193k	78.05	View chart
Vanguard World Inf Tech Etf (VGT)	1.6	$14M	+6%	24k	586.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.6	$13M		25k	527.67	View chart
Tesla Motors (TSLA)	1.5	$13M	-6%	50k	261.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$12M	+124%	26k	460.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$9.7M	+23%	83k	116.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$9.3M		19k	488.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$8.7M	-13%	172k	50.74	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	1.0	$8.7M	-66%	141k	61.51	View chart
Advanced Micro Devices (AMD)	0.8	$6.8M		42k	164.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$6.1M	+3%	73k	83.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$5.9M	-7%	177k	33.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.6	$5.3M		55k	97.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$4.6M		96k	47.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$4.3M	+40%	15k	283.16	View chart
Waste Connections (WCN)	0.5	$4.2M	NEW	24k	178.82	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$3.9M	+5%	69k	57.41	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.4	$3.5M	+34539%	70k	49.78	View chart
Exxon Mobil Corporation (XOM)	0.4	$3.3M	-7%	29k	117.22	View chart
Moody's Corporation (MCO)	0.4	$3.2M		6.8k	474.59	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$2.9M		46k	62.69	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$2.8M	+21%	42k	67.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$2.8M		7.4k	375.38	View chart
EQT Corporation (EQT)	0.3	$2.8M	+63661%	75k	36.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.6M	+3%	30k	84.53	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.2	$2.1M	+214%	62k	34.28	View chart
Runway Growth Finance Corp (RWAY)	0.2	$1.8M	NEW	172k	10.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$1.7M		29k	59.51	View chart
Procter & Gamble Company (PG)	0.2	$1.7M	-6%	9.6k	173.19	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$1.6M		7.3k	225.77	View chart
Costco Wholesale Corporation (COST)	0.2	$1.6M	-33%	1.8k	886.52	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.6M	+7%	35k	45.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.5M		29k	52.81	View chart
American Express Company (AXP)	0.2	$1.5M		5.5k	271.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.3M		5.0k	263.83	View chart
Merck & Co (MRK)	0.1	$1.3M	+2%	11k	113.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M		5.1k	243.06	View chart
Sandstorm Gold Com New (SAND)	0.1	$1.2M		200k	6.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$1.1M	+6%	12k	93.58	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$1.1M		16k	67.85	View chart
Viking Therapeutics (VKTX)	0.1	$1.0M	NEW	16k	63.31	View chart
International Business Machines (IBM)	0.1	$1.0M		4.7k	221.08	View chart
Shell Spon Ads (SHEL)	0.1	$1.0M		15k	65.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$982k	+62%	6.4k	154.02	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$918k		10k	91.93	View chart
General Mills (GIS)	0.1	$888k		12k	73.85	View chart
Hamilton Insurance Group CL B (HG)	0.1	$881k		46k	19.34	View chart
Intel Corporation (INTC)	0.1	$853k	-20%	36k	23.46	View chart
AutoNation (AN)	0.1	$852k		4.8k	178.92	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$775k	+29%	6.5k	119.60	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$766k		4.2k	181.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$739k		6.1k	121.16	View chart
McDonald's Corporation (MCD)	0.1	$714k		2.3k	304.51	View chart
Booking Holdings (BKNG)	0.1	$674k		160.00	4212.23	View chart
Abbvie (ABBV)	0.1	$674k		3.4k	197.48	View chart
Wal-Mart Stores (WMT)	0.1	$670k	-3%	8.3k	80.75	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$666k	+138%	15k	45.32	View chart
Ameriprise Financial (AMP)	0.1	$662k		1.4k	469.81	View chart
Johnson & Johnson (JNJ)	0.1	$636k	-3%	3.9k	162.06	View chart
Duke Energy Corp Com New (DUK)	0.1	$629k		5.5k	115.30	View chart
Ge Aerospace Com New (GE)	0.1	$614k		3.3k	188.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$588k	-2%	3.8k	153.15	View chart
Wisdomtree Tr India Erngs Fd (EPI)	0.1	$577k	+24%	11k	50.46	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$556k	+3%	8.4k	66.52	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$555k		10k	55.29	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$547k	NEW	4.3k	128.28	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$513k	-9%	3.6k	142.04	View chart
Pepsi (PEP)	0.1	$509k	-3%	3.0k	170.05	View chart
Texas Instruments Incorporated (TXN)	0.1	$508k		2.5k	206.57	View chart
3M Company (MMM)	0.1	$501k		3.7k	136.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$468k	-11%	4.6k	101.27	View chart
Amgen (AMGN)	0.1	$468k		1.5k	322.21	View chart
Jefferies Finl Group (JEF)	0.1	$465k		7.5k	61.55	View chart
J P Morgan Exchange Traded F Betabuilders Eur (BBEU)	0.1	$459k	+189%	7.4k	62.34	View chart
salesforce (CRM)	0.1	$451k	-18%	1.6k	273.71	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$449k		1.1k	423.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$435k		2.4k	179.16	View chart
Allstate Corporation (ALL)	0.1	$433k	+5%	2.3k	189.65	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$421k	+167%	2.1k	200.37	View chart
Pfizer (PFE)	0.0	$419k		15k	28.94	View chart
Stryker Corporation (SYK)	0.0	$407k		1.1k	361.15	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$403k	-38%	1.2k	326.73	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$401k	+25%	4.6k	87.80	View chart
Suncor Energy (SU)	0.0	$399k		11k	36.92	View chart
Nextera Energy (NEE)	0.0	$397k	-5%	4.7k	84.53	View chart
Ishares Msci Jpn Etf New (EWJ)	0.0	$383k	+1170%	5.3k	71.54	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$378k	NEW	6.3k	60.42	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$377k	NEW	7.9k	47.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$376k		3.9k	95.75	View chart
Palo Alto Networks (PANW)	0.0	$366k	-29%	1.1k	341.80	View chart
Honeywell International (HON)	0.0	$356k		1.7k	206.71	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$355k		2.5k	139.36	View chart
Wec Energy Group (WEC)	0.0	$354k		3.7k	96.18	View chart
Hf Sinclair Corp (DINO)	0.0	$351k	NEW	7.9k	44.57	View chart
Walt Disney Company (DIS)	0.0	$348k	-3%	3.6k	96.19	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$330k	NEW	2.3k	145.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$319k		7.8k	41.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$318k	NEW	2.9k	109.33	View chart
BP Sponsored Adr (BP)	0.0	$316k		10k	31.39	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$309k	-24%	3.7k	83.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$308k	-23%	2.9k	106.19	View chart
Lockheed Martin Corporation (LMT)	0.0	$301k	+4%	515.00	584.56	View chart
Ishares Tr Cmbs Etf (CMBS)	0.0	$291k	NEW	6.0k	48.93	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$291k		20k	14.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$290k	NEW	2.4k	120.33	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.0	$290k	NEW	5.6k	51.80	View chart
Spectrum Brands Holding (SPB)	0.0	$286k		3.0k	95.14	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$283k	NEW	4.3k	66.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$279k	NEW	3.2k	88.14	View chart
AutoZone (AZO)	0.0	$274k	+8%	87.00	3150.05	View chart
Mongodb Cl A (MDB)	0.0	$270k		1.0k	270.35	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$262k	+8%	563.00	465.08	View chart
Waste Management (WM)	0.0	$258k		1.2k	207.60	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$258k	+53%	933.00	276.76	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$257k	+858%	1.9k	135.47	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$252k		2.1k	119.55	View chart
Northwestern Energy Group In Com New (NWE)	0.0	$252k		4.4k	57.22	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$247k	+11%	642.00	383.93	View chart
PPG Industries (PPG)	0.0	$246k	-6%	1.9k	132.46	View chart
McKesson Corporation (MCK)	0.0	$246k	-44%	498.00	494.42	View chart
Northrop Grumman Corporation (NOC)	0.0	$239k		452.00	528.07	View chart
Yum! Brands (YUM)	0.0	$238k		1.7k	139.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$237k		1.3k	179.30	View chart
Union Pacific Corporation (UNP)	0.0	$235k		955.00	246.48	View chart
Colgate-Palmolive Company (CL)	0.0	$234k		2.3k	103.81	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$219k	+608%	4.3k	51.12	View chart
FedEx Corporation (FDX)	0.0	$217k		791.00	273.68	View chart
Manulife Finl Corp (MFC)	0.0	$213k		7.2k	29.55	View chart
Microchip Technology (MCHP)	0.0	$212k	-31%	2.6k	80.29	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$207k		2.9k	70.37	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$207k	-33%	2.1k	96.95	View chart
Ge Vernova (GEV)	0.0	$204k		800.00	254.98	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$191k	+580%	2.4k	80.78	View chart
BlackRock (BLK)	0.0	$190k		200.00	950.91	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$189k		4.6k	40.63	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$187k	+435%	2.6k	72.29	View chart
Zions Bancorporation (ZION)	0.0	$187k	+24%	4.0k	47.22	View chart
Nxp Semiconductors N V (NXPI)	0.0	$186k		773.00	240.01	View chart
Coca-Cola Company (KO)	0.0	$185k		2.6k	71.86	View chart
Cummins (CMI)	0.0	$185k		572.00	323.79	View chart
Starwood Property Trust (STWD)	0.0	$183k		9.0k	20.38	View chart
Vaneck Etf Trust Emerging Mrkt Hi (HYEM)	0.0	$183k	NEW	9.2k	19.89	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$183k	+4%	4.6k	39.82	View chart
Intuitive Surgical Com New (ISRG)	0.0	$182k		371.00	491.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$180k		1.5k	119.70	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$180k	NEW	1.7k	103.90	View chart
First Financial Bankshares (FFIN)	0.0	$179k	-7%	4.8k	37.01	View chart
Norfolk Southern (NSC)	0.0	$176k		710.00	248.50	View chart
PPL Corporation (PPL)	0.0	$176k		5.3k	33.08	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$171k	-3%	1.4k	125.96	View chart
Prologis (PLD)	0.0	$171k		1.4k	126.28	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$170k		1.7k	100.71	View chart
Uber Technologies (UBER)	0.0	$170k	-6%	2.3k	75.16	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$168k		960.00	174.57	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$167k		1.6k	106.76	View chart
At&t (T)	0.0	$167k	-14%	7.6k	22.00	View chart
Danaher Corporation (DHR)	0.0	$164k		590.00	278.02	View chart
PNC Financial Services (PNC)	0.0	$162k		878.00	184.85	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$162k		851.00	189.80	View chart
Goldman Sachs (GS)	0.0	$160k		323.00	495.18	View chart
Walker & Dunlop (WD)	0.0	$159k		1.4k	113.59	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$158k		1.9k	84.04	View chart
W.W. Grainger (GWW)	0.0	$156k	+15%	150.00	1038.81	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$153k	-2%	885.00	172.33	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$152k	-5%	1.1k	135.07	View chart
Fortinet (FTNT)	0.0	$152k	+8%	2.0k	77.55	View chart
ConocoPhillips (COP)	0.0	$152k		1.4k	105.28	View chart
Metropcs Communications (TMUS)	0.0	$149k		721.00	206.36	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$147k		2.0k	73.67	View chart
Kroger (KR)	0.0	$146k	-3%	2.5k	57.30	View chart
Ishares Tr Residential Mult (REZ)	0.0	$144k	NEW	1.6k	88.82	View chart
Toast Cl A (TOST)	0.0	$142k		5.0k	28.31	View chart
Direxion Shs Etf Tr Dly Scond 3xbu (SOXL)	0.0	$141k		3.8k	36.68	View chart
Gilead Sciences (GILD)	0.0	$140k		1.7k	83.84	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$139k		707.00	197.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$139k		694.00	200.78	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$137k		5.1k	26.97	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$137k		9.9k	13.76	View chart
CMS Energy Corporation (CMS)	0.0	$135k		1.9k	70.63	View chart
Comcast Corp Cl A (CMCSA)	0.0	$132k	-10%	3.2k	41.77	View chart
Carlisle Companies (CSL)	0.0	$132k	+37%	293.00	449.75	View chart
Dupont De Nemours (DD)	0.0	$130k		1.5k	89.11	View chart
Nike CL B (NKE)	0.0	$129k	-51%	1.5k	88.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$127k	+77%	452.00	280.47	View chart
Black Hills Corporation (BKH)	0.0	$127k		2.1k	61.13	View chart
Medtronic SHS (MDT)	0.0	$126k		1.4k	90.03	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$125k		1.4k	90.20	View chart
AFLAC Incorporated (AFL)	0.0	$124k		1.1k	111.80	View chart
Oneok (OKE)	0.0	$123k	-39%	1.4k	91.13	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$123k		2.7k	45.71	View chart
Illinois Tool Works (ITW)	0.0	$122k		467.00	262.07	View chart
Micron Technology (MU)	0.0	$122k		1.2k	103.71	View chart
General Dynamics Corporation (GD)	0.0	$122k		403.00	302.20	View chart
MGM Resorts International. (MGM)	0.0	$121k	+3000%	3.1k	39.09	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$121k		1.0k	116.32	View chart
Cme (CME)	0.0	$119k		537.00	220.65	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$118k	-9%	2.0k	57.82	View chart
Shift4 Pmts Cl A (FOUR)	0.0	$118k		1.3k	88.60	View chart
SYSCO Corporation (SYY)	0.0	$116k	-7%	1.5k	78.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$115k		896.00	128.20	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$113k	+74%	1.4k	82.99	View chart
Sofi Technologies (SOFI)	0.0	$111k		14k	7.86	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$110k		452.00	243.47	View chart
Target Corporation (TGT)	0.0	$108k	+5%	692.00	155.86	View chart
Trane Technologies SHS (TT)	0.0	$108k		277.00	388.73	View chart
Kt Corp Sponsored Adr (KT)	0.0	$108k		7.0k	15.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.0	$107k	NEW	2.6k	42.08	View chart
Dominion Resources (D)	0.0	$107k		1.9k	57.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$106k		1.3k	80.30	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.0	$106k		3.1k	34.24	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$105k		3.6k	29.18	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$103k		928.00	110.47	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$102k		1.4k	71.76	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$102k		2.0k	49.94	View chart
Fortune Brands (FBIN)	0.0	$102k		1.1k	89.53	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$101k		1.1k	93.85	View chart
Air Products & Chemicals (APD)	0.0	$99k		334.00	297.74	View chart
Domo Com Cl B (DOMO)	0.0	$99k		13k	7.51	View chart
Moderna (MRNA)	0.0	$98k		1.5k	66.83	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$97k	+39%	1.1k	88.59	View chart
Special Opportunities Fund (SPE)	0.0	$97k		7.0k	13.91	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$97k	+12%	1.6k	59.21	View chart
Biontech Se Sponsored Ads (BNTX)	0.0	$96k		809.00	118.77	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.0	$96k		2.8k	34.13	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$95k		789.00	120.37	View chart
Republic Services (RSG)	0.0	$94k		470.00	200.84	View chart
Entergy Corporation (ETR)	0.0	$92k		702.00	131.61	View chart
Crown Castle Intl (CCI)	0.0	$91k	-31%	767.00	118.63	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$91k		1.4k	64.62	View chart
J P Morgan Exchange Traded F Betabuilders Dev (BBAX)	0.0	$89k	NEW	1.7k	54.03	View chart
Novartis Sponsored Adr (NVS)	0.0	$89k		775.00	115.02	View chart
Avery Dennison Corporation (AVY)	0.0	$88k	-4%	400.00	220.76	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$87k		1.7k	52.13	View chart
Enbridge (ENB)	0.0	$86k		2.1k	40.61	View chart
Ptc (PTC)	0.0	$86k		474.00	180.66	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$83k		765.00	109.04	View chart
AZZ Incorporated (AZZ)	0.0	$83k		1.0k	82.61	View chart

Past Filings by Crewe Advisors

SEC 13F filings are viewable for Crewe Advisors going back to 2017

Crewe Advisors 2024 Q3 filed Nov. 12, 2024
Crewe Advisors 2024 Q2 filed July 29, 2024
Crewe Advisors 2024 Q1 filed May 14, 2024
Crewe Advisors 2023 Q4 filed Feb. 9, 2024
Crewe Advisors 2023 Q3 filed Nov. 9, 2023
Crewe Advisors 2023 Q2 filed July 28, 2023
Crewe Advisors 2023 Q1 filed May 12, 2023
Crewe Advisors 2022 Q4 filed Feb. 8, 2023
Crewe Advisors 2022 Q3 filed Nov. 14, 2022
Crewe Advisors 2022 Q2 filed Aug. 2, 2022
Crewe Advisors 2022 Q1 filed April 27, 2022
Crewe Advisors 2021 Q4 filed Feb. 10, 2022
Crewe Advisors 2021 Q3 filed Oct. 29, 2021
Crewe Advisors 2021 Q2 filed Aug. 11, 2021
Crewe Advisors 2021 Q1 filed April 21, 2021
Crewe Advisors 2020 Q4 filed Jan. 27, 2021

View all past filings

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