Crewe Advisors

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

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Positions held by Crewe Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Crewe Advisors

Crewe Advisors holds 413 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ensign (ENSG) 21.5 $136M +3% 1.2M 112.21
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Ishares Tr Core S&p500 Etf (IVV) 10.6 $67M -11% 140k 477.63
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.1 $45M 94k 475.31
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Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $37M -5% 132k 277.15
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Berkshire Hathaway Inc Del Cl A (BRK.A) 4.8 $30M 56.00 542625.04
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Vanguard World Esg Us Stk Etf (ESGV) 4.2 $27M -9% 315k 85.06
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $27M +9% 362k 73.55
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Vanguard World Esg Intl Stk Etf (VSGX) 4.0 $26M -6% 463k 55.28
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.9 $25M 49k 507.38
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 3.9 $25M -3% 662k 36.98
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Vanguard Index Fds Small Cp Etf (VB) 3.6 $23M 107k 213.33
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Ishares Tr Russell 2000 Etf (IWM) 3.1 $19M -8% 96k 200.71
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Pennant Group (PNTG) 2.4 $15M 1.1M 13.92
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Ishares Tr Core Msci Eafe (IEFA) 2.1 $13M -21% 186k 70.35
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Vanguard World Fds Inf Tech Etf (VGT) 1.7 $11M 23k 484.00
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.6 $10M 203k 50.23
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $9.5M 22k 436.81
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Ishares Tr Pfd And Incm Sec (PFF) 1.3 $8.5M -25% 273k 31.19
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Ishares Tr National Mun Etf (MUB) 1.2 $7.5M +29% 69k 108.41
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $6.8M -4% 17k 409.51
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $4.8M +11% 64k 75.35
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $3.9M +5% 11k 356.66
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $3.7M 90k 41.10
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Waste Connections (WCN) 0.6 $3.7M NEW 25k 149.27
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Ishares Core Msci Emkt (IEMG) 0.5 $3.1M -13% 61k 50.58
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Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.8M +42% 26k 108.25
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $2.6M +5% 34k 76.13
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $2.5M -6% 11k 237.22
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $2.5M 8.2k 303.17
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Ishares Tr Core Div Grwth (DGRO) 0.4 $2.4M -13% 45k 53.82
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.9M +2% 30k 61.90
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.2 $1.5M 38k 40.21
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Select Sector Spdr Tr Technology (XLK) 0.2 $1.4M +4% 7.2k 192.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.3M -6% 28k 47.90
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $1.2M -18% 14k 88.36
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $1.0M -32% 19k 54.98
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Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.0M +18% 4.3k 232.64
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Sandstorm Gold Com New (SAND) 0.2 $1.0M 200k 5.03
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Spdr Gold Tr Gold Shs (GLD) 0.1 $918k +22% 4.8k 191.17
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $911k +369% 11k 81.28
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $874k 16k 56.40
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $742k +33% 4.4k 170.40
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AutoNation (AN) 0.1 $715k 4.8k 150.18
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Select Sector Spdr Tr Financial (XLF) 0.1 $708k 19k 37.60
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $692k 4.2k 164.42
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Ishares Tr Russell 3000 Etf (IWV) 0.1 $549k 2.0k 273.74
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $518k -23% 5.2k 99.25
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $486k 5.5k 89.06
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $472k +632% 4.7k 99.80
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $471k 3.5k 136.38
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $464k -20% 3.2k 147.14
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Schwab Strategic Tr 1000 Index Etf (SCHK) 0.1 $461k 10k 46.06
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $456k +8% 3.6k 124.97
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $426k 7.7k 55.67
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $400k 1.1k 376.87
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $390k +84% 2.5k 157.80
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $351k NEW 3.3k 105.43
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BP Sponsored Adr (BP) 0.1 $341k 9.6k 35.40
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Jefferies Finl Group (JEF) 0.0 $305k 7.5k 40.41
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Adaptive Biotechnologies Cor (ADPT) 0.0 $293k 60k 4.90
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $284k 7.7k 36.96
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Smith & Nephew Spdn Adr New (SNN) 0.0 $273k +66% 10k 27.28
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $242k -21% 2.9k 84.87
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Spectrum Brands Holding (SPB) 0.0 $240k 3.0k 79.77
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Ishares Tr Tips Bd Etf (TIP) 0.0 $239k -12% 2.2k 107.49
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Select Sector Spdr Tr Energy (XLE) 0.0 $231k +3572% 2.8k 83.84
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $219k +3% 2.6k 82.90
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Northwestern Energy Group In Com New (NWE) 0.0 $214k 4.2k 50.89
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Select Sector Spdr Tr Indl (XLI) 0.0 $212k 1.9k 113.99
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $190k -37% 2.5k 75.10
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Zions Bancorporation (ZION) 0.0 $189k +22% 4.3k 43.86
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $186k -3% 3.6k 51.27
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $180k 2.9k 61.10
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $168k NEW 5.4k 31.01
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Vanguard Index Fds Value Etf (VTV) 0.0 $165k +2110% 1.1k 149.50
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $164k 994.00 165.25
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $163k 4.6k 35.20
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $162k 1.4k 115.03
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Manulife Finl Corp (MFC) 0.0 $159k 7.2k 22.10
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $155k -10% 1.5k 102.88
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $151k NEW 1.6k 95.20
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J P Morgan Exchange Traded F Betabuilders Eur (BBEU) 0.0 $151k 2.7k 56.59
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First Financial Bankshares (FFIN) 0.0 $147k 4.8k 30.30
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Goldman Sachs Bdc SHS (GSBD) 0.0 $146k 9.9k 14.65
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $140k 785.00 178.81
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Ishares Tr S&p 100 Etf (OEF) 0.0 $136k 608.00 223.39
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Ishares Tr Select Divid Etf (DVY) 0.0 $131k -25% 1.1k 117.24
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $129k NEW 587.00 219.57
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Ishares Tr Morningstar Grwt (ILCG) 0.0 $127k 1.9k 67.82
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $126k 1.5k 82.04
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $125k +130% 694.00 179.97
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Domo Com Cl B (DOMO) 0.0 $122k -2% 12k 10.29
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.0 $122k NEW 5.1k 23.87
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Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) 0.0 $120k 3.8k 31.40
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $116k -37% 664.00 173.89
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Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.0 $111k NEW 2.7k 41.43
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Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 0.0 $109k NEW 1.0k 105.03
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $107k -17% 1.4k 77.02
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Shift4 Pmts Cl A (FOUR) 0.0 $106k 1.4k 74.34
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Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $106k -33% 952.00 111.63
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Vanguard Index Fds Growth Etf (VUG) 0.0 $103k 330.00 310.88
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.0 $91k NEW 996.00 91.39
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $89k +3% 3.6k 24.79
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $88k NEW 1.4k 61.94
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Etf Ser Solutions Us Glb Jets (JETS) 0.0 $86k 4.5k 19.03
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Special Opportunities Fund (SPE) 0.0 $83k 7.0k 11.86
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Ishares Tr Msci Acwi Etf (ACWI) 0.0 $83k 811.00 101.77
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Ishares Tr Mbs Etf (MBB) 0.0 $82k NEW 876.00 94.08
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Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $82k 811.00 100.51
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF) 0.0 $79k 1.7k 47.39
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.0 $73k NEW 3.1k 23.86
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $73k 1.3k 56.14
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Vanguard World Extended Dur (EDV) 0.0 $69k NEW 853.00 81.03
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Toro Company (TTC) 0.0 $69k 720.00 95.99
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $68k 858.00 79.22
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Black Hills Corporation (BKH) 0.0 $67k 1.2k 53.96
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Alps Etf Tr Equal Sec Etf (EQL) 0.0 $66k 600.00 109.54
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $65k NEW 658.00 98.88
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Vanguard World Fds Health Car Etf (VHT) 0.0 $63k 250.00 250.70
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Ishares Tr Msci Usa Value (VLUE) 0.0 $61k 600.00 101.16
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Vanguard World Fds Utilities Etf (VPU) 0.0 $59k 433.00 137.07
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Pinnacle West Capital Corporation (PNW) 0.0 $57k 792.00 71.84
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $55k NEW 570.00 96.39
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Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $55k 640.00 85.54
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.0 $53k NEW 870.00 61.09
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John Hancock Exchange Traded Multifactor Mi (JHMM) 0.0 $51k -7% 965.00 52.66
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Lgi Homes (LGIH) 0.0 $49k 370.00 133.16
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $49k 683.00 72.03
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Ishares Tr Core Msci Euro (IEUR) 0.0 $49k 891.00 55.02
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Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $49k +295% 930.00 52.18
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 0.0 $46k -11% 895.00 51.68
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Ishares Silver Tr Ishares (SLV) 0.0 $43k 2.0k 21.78
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.0 $43k NEW 1.8k 23.28
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Blackrock Mun Target Term Tr Com Shs Ben In (BTT) 0.0 $42k NEW 2.0k 20.80
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Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) 0.0 $41k +5% 1.6k 25.08
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Omega Healthcare Investors (OHI) 0.0 $41k 1.3k 30.66
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Grand Canyon Education (LOPE) 0.0 $40k 300.00 132.04
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Ishares Tr Core Msci Intl (IDEV) 0.0 $37k -70% 583.00 63.66
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Wynn Resorts (WYNN) 0.0 $37k 404.00 91.11
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.0 $37k 704.00 52.02
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Ishares Tr Ishares Biotech (IBB) 0.0 $35k +42% 260.00 135.85
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Te Connectivity SHS (TEL) 0.0 $33k NEW 238.00 140.50
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Caretrust Reit (CTRE) 0.0 $33k -64% 1.5k 22.38
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Flexshares Tr Intl Qltdv Idx (IQDF) 0.0 $32k 1.4k 23.28
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J P Morgan Exchange Traded F Betabuilders Cda (BBCA) 0.0 $31k 482.00 64.12
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $31k 604.00 51.05
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Mannkind Corp Com New (MNKD) 0.0 $29k 8.1k 3.64
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $28k 1.3k 20.72
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Ishares Tr Short Treas Bd (SHV) 0.0 $27k NEW 249.00 110.13
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JetBlue Airways Corporation (JBLU) 0.0 $27k 4.9k 5.55
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Ark Etf Tr Innovation Etf (ARKK) 0.0 $26k +45% 493.00 52.37
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Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) 0.0 $25k 1.3k 19.10
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $25k 2.2k 11.47
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $24k -63% 895.00 26.65
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Wayfair Cl A (W) 0.0 $24k 385.00 61.70
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Perrigo SHS (PRGO) 0.0 $24k 738.00 32.18
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.0 $24k -63% 299.00 79.34
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Ryanair Holdings Sponsored Ads (RYAAY) 0.0 $23k 170.00 133.36
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $23k -80% 291.00 77.37
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Liberty Broadband Corp Com Ser C (LBRDK) 0.0 $22k 277.00 80.59
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Snap Cl A (SNAP) 0.0 $22k +29% 1.3k 16.93
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Global X Fds Us Infr Dev Etf (PAVE) 0.0 $21k -38% 612.00 34.46
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.0 $20k 428.00 47.74
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Tidal Etf Tr Rpar Risk Pari (RPAR) 0.0 $20k NEW 1.1k 19.13
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Envirotech Vehicles Com New (EVTV) 0.0 $20k -2% 15k 1.36
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Monroe Cap (MRCC) 0.0 $20k 2.8k 7.07
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Vitesse Energy Common Stock (VTS) 0.0 $19k 888.00 21.89
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Sensata Technologies Hldg Pl SHS (ST) 0.0 $19k -22% 512.00 37.57
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $19k -3% 382.00 49.37
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Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $18k -52% 115.00 156.90
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J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) 0.0 $18k 340.00 52.52
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Compass Pathways Sponsored Ads (CMPS) 0.0 $17k 1.9k 8.75
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Masterbrand Common Stock (MBC) 0.0 $17k 1.1k 14.85
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Vaneck Etf Trust Preferred Securt (PFXF) 0.0 $16k 950.00 17.18
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Spdr Index Shs Fds Glb Nat Resrce (GNR) 0.0 $16k -45% 286.00 56.65
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Tutor Perini Corporation (TPC) 0.0 $16k 1.8k 9.10
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Wisdomtree Tr Intl Smcap Div (DLS) 0.0 $16k 245.00 63.85
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Cybin Ord (CYBN) 0.0 $15k 36k 0.41
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $15k +2% 194.00 75.54
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Etf Ser Solutions Defiance Next (FIVG) 0.0 $14k 400.00 35.85
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.0 $14k 367.00 38.83
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Dt Midstream Common Stock (DTM) 0.0 $14k 254.00 54.80
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Eaton Vance Limited Duration Income Fund (EVV) 0.0 $14k 1.4k 9.58
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Ishares Msci Mexico Etf (EWW) 0.0 $14k 200.00 67.85
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.0 $13k 316.00 42.33
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $13k -36% 171.00 77.84
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $13k 340.00 39.10
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Bill Com Holdings Ord (BILL) 0.0 $13k -10% 162.00 81.59
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $13k NEW 75.00 174.88
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Lennox International (LII) 0.0 $13k NEW 29.00 447.55
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Ishares Esg Awr Msci Em (ESGE) 0.0 $13k +3% 399.00 32.06
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Campbell Soup Company (CPB) 0.0 $13k NEW 291.00 43.23
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Nushares Etf Tr Nuveen Esg Midvl (NUMV) 0.0 $13k 398.00 31.54
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Lennar Corp CL B (LEN.B) 0.0 $13k NEW 93.00 134.05
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BorgWarner (BWA) 0.0 $12k NEW 343.00 35.85
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Ishares Tr Conv Bd Etf (ICVT) 0.0 $12k -57% 154.00 78.59
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Thor Industries (THO) 0.0 $12k NEW 101.00 118.26
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Ishares Gold Tr Ishares New (IAU) 0.0 $12k -87% 305.00 39.03
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Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) 0.0 $12k 130.00 91.16
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Regal-beloit Corporation (RRX) 0.0 $12k 80.00 148.03
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Applovin Corp Com Cl A (APP) 0.0 $11k NEW 285.00 39.85
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PIMCO Corporate Opportunity Fund (PTY) 0.0 $11k 850.00 13.24
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Watsco, Incorporated (WSO) 0.0 $11k NEW 26.00 428.50
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Agnc Invt Corp Com reit (AGNC) 0.0 $11k NEW 1.1k 9.81
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Rapid7 (RPD) 0.0 $11k NEW 185.00 57.10
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Dxc Technology (DXC) 0.0 $10k 456.00 22.87
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $10k 251.00 40.17
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Ishares Msci Gbl Min Vol (ACWV) 0.0 $10k 100.00 100.35
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.0 $10k 431.00 23.27
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Ida (IDA) 0.0 $9.8k 100.00 98.32
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Udr (UDR) 0.0 $9.7k NEW 253.00 38.29
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Wisdomtree Tr Us Smallcap Divd (DES) 0.0 $9.6k 299.00 32.17
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Viatris (VTRS) 0.0 $9.2k +7% 850.00 10.83
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Dolby Laboratories Com Cl A (DLB) 0.0 $9.2k NEW 106.00 86.48
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Ishares Tr Self Drivng Ev (IDRV) 0.0 $9.1k 255.00 35.73
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Zebra Technologies Corporati Cl A (ZBRA) 0.0 $9.0k NEW 33.00 273.33
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Sterling Construction Company (STRL) 0.0 $8.8k 100.00 87.93
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Zurn Water Solutions Corp Zws (ZWS) 0.0 $8.7k NEW 296.00 29.41
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Ally Financial (ALLY) 0.0 $8.4k NEW 240.00 34.92
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FormFactor (FORM) 0.0 $8.3k NEW 199.00 41.71
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Chemed Corp Com Stk (CHE) 0.0 $8.2k NEW 14.00 584.79
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Exponent (EXPO) 0.0 $8.0k NEW 91.00 88.31
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Atai Life Sciences Nv SHS (ATAI) 0.0 $7.8k 5.5k 1.41
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Monday SHS (MNDY) 0.0 $7.7k -82% 41.00 187.83
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Symbotic Class A Com (SYM) 0.0 $7.7k 150.00 51.33
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Casella Waste Sys Cl A (CWST) 0.0 $7.7k 90.00 85.47
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Sfl Corporation SHS (SFL) 0.0 $7.4k +8% 659.00 11.28
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $7.4k +32% 537.00 13.80
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $7.4k NEW 105.00 70.21
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Middleby Corporation (MIDD) 0.0 $7.4k NEW 50.00 147.18
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Alliance Resource Partners L Ut Ltd Part (ARLP) 0.0 $7.4k +508% 347.00 21.18
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Mind Medicine Mindmed Com New (MNMD) 0.0 $7.3k 2.0k 3.66
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $7.2k NEW 87.00 82.66
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Euronet Worldwide (EEFT) 0.0 $7.1k NEW 70.00 101.50
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Generac Holdings (GNRC) 0.0 $7.0k NEW 54.00 129.24
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DaVita (DVA) 0.0 $6.9k NEW 66.00 104.77
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Lattice Semiconductor (LSCC) 0.0 $6.9k 100.00 68.99
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Bright Horizons Fam Sol In D (BFAM) 0.0 $6.7k NEW 71.00 94.25
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $6.5k -9% 113.00 57.96
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Spdr Index Shs Fds Asia Pacif Etf (GMF) 0.0 $6.4k 63.00 101.81
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Choice Hotels International (CHH) 0.0 $6.2k NEW 55.00 113.31
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $6.2k 20.00 309.55
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Ralph Lauren Corp Cl A (RL) 0.0 $6.1k NEW 42.00 144.21
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Eaton Vance Tax-Managed Buy-Write Income (ETB) 0.0 $5.8k 450.00 12.98
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Scotts Miracle-gro Cl A (SMG) 0.0 $5.8k NEW 91.00 63.74
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Ishares Msci Emerg Mrkt (EEMV) 0.0 $5.6k -67% 100.00 55.59
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Ishares Tr Robotics Artif (IRBO) 0.0 $5.6k 161.00 34.50
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Sealed Air (SEE) 0.0 $5.4k NEW 147.00 36.52
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Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.0 $5.2k 53.00 98.25
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Spdr Ser Tr S&p Kensho New (KOMP) 0.0 $5.2k 111.00 46.70
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Wingstop (WING) 0.0 $5.1k NEW 20.00 256.60
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United Sts Oil Units (USO) 0.0 $5.0k 75.00 66.65
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $4.9k 90.00 54.09
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Blacksky Technology Com Cl A (BKSY) 0.0 $4.8k NEW 3.5k 1.40
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Cbiz (CBZ) 0.0 $4.8k NEW 77.00 62.60
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Ishares Tr Msci Lw Crb Tg (CRBN) 0.0 $4.6k 28.00 165.75
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Barrick Gold Corp (GOLD) 0.0 $4.5k 250.00 18.09
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Ww Intl (WW) 0.0 $4.4k NEW 507.00 8.75
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Amphastar Pharmaceuticals (AMPH) 0.0 $4.4k NEW 71.00 61.86
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Barclays Adr (BCS) 0.0 $4.4k 556.00 7.88
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Healthcare Rlty Tr Cl A Com (HR) 0.0 $4.3k NEW 250.00 17.23
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Atlanta Braves Hldgs Com Ser A (BATRA) 0.0 $4.3k 100.00 42.78
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Paramount Global Class A Com (PARAA) 0.0 $4.2k NEW 215.00 19.66
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Henry Schein (HSIC) 0.0 $4.1k NEW 54.00 75.72
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Polaris Industries (PII) 0.0 $3.8k 40.00 94.78
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Hudson Pacific Properties (HPP) 0.0 $3.8k NEW 404.00 9.31
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C3 Ai Cl A (AI) 0.0 $3.7k NEW 130.00 28.72
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Array Technologies Com Shs (ARRY) 0.0 $3.6k NEW 215.00 16.80
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Nov (NOV) 0.0 $3.6k NEW 176.00 20.28
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Axcelis Technologies Com New (ACLS) 0.0 $3.5k NEW 27.00 129.70
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New York Community Ban (NYCB) 0.0 $3.5k NEW 339.00 10.23
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Vanguard World Mega Grwth Ind (MGK) 0.0 $3.4k 13.00 259.54
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Shenandoah Telecommunications Company (SHEN) 0.0 $3.3k NEW 154.00 21.62
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $3.3k 104.00 31.77
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Squarespace Class A (SQSP) 0.0 $3.3k 100.00 33.01
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Elanco Animal Health (ELAN) 0.0 $3.2k NEW 215.00 14.90
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Western Alliance Bancorporation (WAL) 0.0 $3.1k NEW 47.00 65.81
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Goosehead Ins Com Cl A (GSHD) 0.0 $2.9k NEW 38.00 75.82
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On Hldg Namen Akt A (ONON) 0.0 $2.7k 100.00 26.97
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Tactile Systems Technology, In (TCMD) 0.0 $2.6k NEW 185.00 14.30
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Lumen Technologies (LUMN) 0.0 $2.6k 1.4k 1.83
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Helmerich & Payne (HP) 0.0 $2.6k NEW 71.00 36.23
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Crocs (CROX) 0.0 $2.5k NEW 27.00 93.44
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Hf Sinclair Corp (DINO) 0.0 $2.5k NEW 45.00 55.58
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California Bancorp (CALB) 0.0 $2.5k 100.00 24.76
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Perion Network Shs New (PERI) 0.0 $2.5k NEW 80.00 30.88
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Jazz Pharmaceuticals Shs Usd (JAZZ) 0.0 $2.5k NEW 20.00 123.00
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Mvb Financial (MVBF) 0.0 $2.3k NEW 104.00 22.57
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Shoals Technologies Group In Cl A (SHLS) 0.0 $2.3k NEW 148.00 15.54
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Lucid Group (LCID) 0.0 $2.3k -29% 535.00 4.21
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Sylvamo Corp Common Stock (SLVM) 0.0 $2.2k 45.00 49.11
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Owens & Minor (OMI) 0.0 $2.2k NEW 113.00 19.27
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Geron Corporation (GERN) 0.0 $2.1k -50% 1.0k 2.11
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Arteris (AIP) 0.0 $2.1k NEW 355.00 5.89
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Ishares Tr Aggres Alloc Etf (AOA) 0.0 $2.1k 30.00 69.07
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Pegasystems (PEGA) 0.0 $2.0k NEW 41.00 48.88
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Otter Tail Corporation (OTTR) 0.0 $2.0k NEW 23.00 85.00
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Flywire Corporation Com Vtg (FLYW) 0.0 $1.9k NEW 82.00 23.16
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Columbia Etf Tr Ii Emrg Markets Etf (ECON) 0.0 $1.7k 80.00 20.86
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Repay Hldgs Corp Com Cl A (RPAY) 0.0 $1.6k NEW 188.00 8.54
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Organon & Co Common Stock (OGN) 0.0 $1.6k 111.00 14.42
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $1.5k NEW 32.00 47.81
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Franklin Resources (BEN) 0.0 $1.5k NEW 51.00 29.80
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Invesco SHS (IVZ) 0.0 $1.5k NEW 85.00 17.85
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Comerica Incorporated (CMA) 0.0 $1.5k NEW 27.00 55.81
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Mohawk Industries (MHK) 0.0 $1.4k NEW 14.00 103.50
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Avis Budget (CAR) 0.0 $1.4k NEW 8.00 177.38
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Instructure Hldgs (INST) 0.0 $1.4k NEW 50.00 27.02
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Seelos Therapeutics Com New (SEEL) 0.0 $1.3k NEW 925.00 1.39
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Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $1.3k 22.00 57.73
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Invesco Exchange Traded Fd T Leisure And Ente (PEJ) 0.0 $1.3k 30.00 41.93
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Cosan S A Ads (CSAN) 0.0 $1.2k +3% 79.00 15.67
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Universal Hlth Svcs CL B (UHS) 0.0 $1.2k NEW 8.00 152.50
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Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $1.2k 69.00 17.35
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Tmc The Metals Company (TMC) 0.0 $1.2k +5% 1.1k 1.10
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Tidal Etf Tr Ii Carbon Clctv Clm (CCSO) 0.0 $1.1k 58.00 19.66
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Ishares Tr Core Msci Total (IXUS) 0.0 $1.1k +5% 18.00 63.28
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Canoo Com Cl A 0.0 $1.1k +66% 4.4k 0.26
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Ishares Msci Eurzone Etf (EZU) 0.0 $1.1k +4% 24.00 46.71
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Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.0 $1.0k 25.00 41.28
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Digital World Acquisition Class A Com (DJT) 0.0 $945.000000 54.00 17.50
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Vodafone Group Sponsored Adr (VOD) 0.0 $862.002900 99.00 8.71
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Lifevantage Corp Com New (LFVN) 0.0 $858.000000 NEW 143.00 6.00
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Ark Etf Tr Ark Space Expl (ARKX) 0.0 $771.000000 50.00 15.42
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.0 $741.999400 19.00 39.05
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Amer (UHAL) 0.0 $647.000100 NEW 9.00 71.89
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Yum China Holdings (YUMC) 0.0 $637.000500 15.00 42.47
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Wheaton Precious Metals Corp (WPM) 0.0 $542.999600 11.00 49.36
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Fisker Cl A Com Stk (FSRN) 0.0 $475.008800 271.00 1.75
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Vanguard World Fds Financials Etf (VFH) 0.0 $462.000000 5.00 92.40
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Kyndryl Hldgs Common Stock (KD) 0.0 $436.999500 +90% 21.00 20.81
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Enterprise Products Partners (EPD) 0.0 $396.000000 15.00 26.40
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Dentsply Sirona (XRAY) 0.0 $392.000400 NEW 11.00 35.64
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Fubotv (FUBO) 0.0 $349.998000 110.00 3.18
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Wk Kellogg Com Shs (KLG) 0.0 $341.998800 NEW 26.00 13.15
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Byline Ban (BY) 0.0 $307.000200 +85% 13.00 23.62
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Jbg Smith Properties (JBGS) 0.0 $307.000800 NEW 18.00 17.06
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Essential Utils (WTRG) 0.0 $299.000000 NEW 8.00 37.38
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Affirm Hldgs Com Cl A (AFRM) 0.0 $295.000200 NEW 6.00 49.17
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Viavi Solutions Inc equities (VIAV) 0.0 $281.999200 NEW 28.00 10.07
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Applied Optoelectronics (AAOI) 0.0 $270.999400 NEW 14.00 19.36
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $270.000000 +11% 10.00 27.00
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Littelfuse (LFUS) 0.0 $268.000000 NEW 1.00 268.00
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Apellis Pharmaceuticals (APLS) 0.0 $240.000000 4.00 60.00
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Transmedics Group (TMDX) 0.0 $237.000000 NEW 3.00 79.00
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Alaska Air (ALK) 0.0 $235.000200 6.00 39.17
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Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.0 $234.000000 6.00 39.00
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Commscope Hldg (COMM) 0.0 $219.999000 +110% 78.00 2.82
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Acuity Brands (AYI) 0.0 $205.000000 1.00 205.00
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Pjt Partners Com Cl A (PJT) 0.0 $204.000000 NEW 2.00 102.00
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Inspire Med Sys (INSP) 0.0 $204.000000 NEW 1.00 204.00
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Ardelyx (ARDX) 0.0 $192.999800 NEW 31.00 6.23
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Mattel (MAT) 0.0 $189.000000 -37% 10.00 18.90
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Xenon Pharmaceuticals (XENE) 0.0 $185.000000 NEW 4.00 46.25
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Vizio Hldg Corp Cl A Com (VZIO) 0.0 $184.999200 NEW 24.00 7.71
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Installed Bldg Prods (IBP) 0.0 $183.000000 NEW 1.00 183.00
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Lifestance Health Group (LFST) 0.0 $181.000800 NEW 23.00 7.87
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Repligen Corporation (RGEN) 0.0 $180.000000 1.00 180.00
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Stride (LRN) 0.0 $179.000100 NEW 3.00 59.67
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Tandem Diabetes Care Com New (TNDM) 0.0 $178.000200 NEW 6.00 29.67
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WESCO International (WCC) 0.0 $174.000000 NEW 1.00 174.00
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Freshpet (FRPT) 0.0 $174.000000 NEW 2.00 87.00
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Biohaven (BHVN) 0.0 $172.000000 NEW 4.00 43.00
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Outfront Media (OUT) 0.0 $168.000000 NEW 12.00 14.00
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Cabot Corporation (CBT) 0.0 $167.000000 NEW 2.00 83.50
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Rocket Lab Usa (RKLB) 0.0 $165.999000 +11% 30.00 5.53
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Beam Therapeutics (BEAM) 0.0 $163.999800 NEW 6.00 27.33
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Gates Indl Corp Ord Shs (GTES) 0.0 $162.000000 NEW 12.00 13.50
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NetGear (NTGR) 0.0 $161.000400 NEW 11.00 14.64
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CommVault Systems (CVLT) 0.0 $160.000000 NEW 2.00 80.00
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Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $156.998400 -9% 64.00 2.45
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Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $156.000000 10.00 15.60
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Empire St Rlty Tr Cl A (ESRT) 0.0 $156.000000 NEW 16.00 9.75
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Federal Signal Corporation (FSS) 0.0 $154.000000 NEW 2.00 77.00
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First Interstate Bancsystem (FIBK) 0.0 $154.000000 NEW 5.00 30.80
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Onto Innovation (ONTO) 0.0 $153.000000 NEW 1.00 153.00
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Infinera (INFN) 0.0 $152.000000 +10% 32.00 4.75
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Americold Rlty Tr (COLD) 0.0 $152.000000 NEW 5.00 30.40
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Darling International (DAR) 0.0 $150.000000 NEW 3.00 50.00
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American Axle & Manufact. Holdings (AXL) 0.0 $149.999500 NEW 17.00 8.82
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ImmunoGen 0.0 $149.000000 -37% 5.00 29.80
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Sleep Number Corp (SNBR) 0.0 $149.000000 +100% 10.00 14.90
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Nordstrom (JWN) 0.0 $148.000000 8.00 18.50
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Hexcel Corporation (HXL) 0.0 $148.000000 2.00 74.00
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New York Times Cl A (NYT) 0.0 $147.000000 NEW 3.00 49.00
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Wideopenwest (WOW) 0.0 $146.001600 NEW 36.00 4.06
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Kkr Real Estate Finance Trust (KREF) 0.0 $145.999700 NEW 11.00 13.27
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Chico's FAS 0.0 $145.000400 NEW 19.00 7.63
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Goodyear Tire & Rubber Company (GT) 0.0 $144.000000 NEW 10.00 14.40
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Powerschool Holdings Com Cl A (PWSC) 0.0 $142.000200 NEW 6.00 23.67
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Zimvie (ZIMV) 0.0 $142.000000 -60% 8.00 17.75
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Confluent Class A Com (CFLT) 0.0 $141.000000 +50% 6.00 23.50
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Doximity Cl A (DOCS) 0.0 $141.000000 NEW 5.00 28.20
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Ubiquiti (UI) 0.0 $140.000000 NEW 1.00 140.00
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Pagerduty (PD) 0.0 $139.000200 NEW 6.00 23.17
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Spartannash (SPTN) 0.0 $138.000000 6.00 23.00
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Micronet Enertec Technologies (TIOG) 0.0 $138.000000 NEW 200.00 0.69
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Caribou Biosciences (CRBU) 0.0 $138.000000 NEW 24.00 5.75
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Iheartmedia Com Cl A (IHRT) 0.0 $137.001300 +45% 51.00 2.69
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Lindsay Corporation (LNN) 0.0 $130.000000 1.00 130.00
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Groupon Com New (GRPN) 0.0 $129.000000 NEW 10.00 12.90
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Consolidated Communications Holdings (CNSL) 0.0 $126.999700 NEW 29.00 4.38
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Spdr Index Shs Fds Portflo Eurp Etf (SPEU) 0.0 $120.999900 NEW 3.00 40.33
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Trinet (TNET) 0.0 $119.000000 1.00 119.00
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Sweetgreen Com Cl A (SG) 0.0 $113.000000 10.00 11.30
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Ryman Hospitality Pptys (RHP) 0.0 $111.000000 NEW 1.00 111.00
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CONMED Corporation (CNMD) 0.0 $110.000000 NEW 1.00 110.00
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $102.999900 NEW 3.00 34.33
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $95.000000 NEW 2.00 47.50
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American Eagle Outfitters (AEO) 0.0 $63.999900 NEW 3.00 21.33
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Scully Royalty Com Shs (SRL) 0.0 $18.999900 3.00 6.33
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Shimmick Corporation (SHIM) 0.0 $7.000000 NEW 1.00 7.00
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Aurora Cannabis 0.0 $1.000000 -96% 2.00 0.50
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Past Filings by Crewe Advisors

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

View all past filings