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 39.02% of Crewe Advisors's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$5.5M), NVDA, VNQ, BND, IJH, HELO, IJR, MUB, DBEF, IJK.
- Started 132 new stock positions in FOXF, PDBC, PULS, NOVT, DV, HYLB, NVMI, IBIT, DBP, FTI.
- Reduced shares in these 10 stocks: VSGX, MCO, PFF, IWM, ANET, ESGV, MSFT, TSLA, GOOGL, MINT.
- Sold out of its positions in AMLP, AMN, ARKX, PPLT, ALLY, UHAL, AMPH, HACK, BUD, ARRY.
- Crewe Advisors was a net buyer of stock by $26M.
- Crewe Advisors has $892M in assets under management (AUM), dropping by 4.00%.
- Central Index Key (CIK): 0001730033
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Portfolio Holdings for Crewe Advisors
Crewe Advisors holds 936 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Crewe Advisors has 936 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Crewe Advisors June 30, 2024 positions
- Download the Crewe Advisors June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ensign (ENSG) | 15.3 | $136M | 1.1M | 123.69 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 9.5 | $85M | +6% | 155k | 547.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $52M | 95k | 544.22 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $42M | +6% | 710k | 58.52 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.8 | $34M | 56.00 | 612241.00 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.4 | $31M | +10% | 423k | 72.05 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 3.4 | $30M | 311k | 96.62 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.2 | $29M | +4% | 699k | 41.44 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 2.9 | $26M | 49k | 535.07 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 2.7 | $24M | -6% | 419k | 57.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 2.6 | $23M | 106k | 218.04 |
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| Microsoft Corporation (MSFT) | 2.5 | $22M | 50k | 446.95 |
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| Chevron Corporation (CVX) | 2.1 | $19M | 120k | 156.42 |
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| Pennant Group (PNTG) | 1.9 | $17M | 731k | 23.19 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.8 | $16M | -3% | 81k | 202.89 |
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| Apple (AAPL) | 1.8 | $16M | 77k | 210.62 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $14M | 186k | 72.64 |
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| Vanguard World Inf Tech Etf (VGT) | 1.5 | $13M | 23k | 576.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $13M | 25k | 500.12 |
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| Ishares Tr National Mun Etf (MUB) | 1.4 | $13M | +11% | 118k | 106.55 |
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| Tesla Motors (TSLA) | 1.2 | $11M | -3% | 54k | 197.88 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.1 | $10M | -2% | 200k | 50.47 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $9.1M | 19k | 479.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $8.0M | +3% | 44k | 183.42 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $7.2M | +27% | 67k | 106.66 |
|
| Advanced Micro Devices (AMD) | 0.8 | $6.7M | 42k | 162.21 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $6.0M | -10% | 192k | 31.55 |
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| Amazon (AMZN) | 0.7 | $5.8M | 30k | 193.25 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $5.5M | +8% | 70k | 78.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.3M | -5% | 29k | 182.15 |
|
| Visa Com Cl A (V) | 0.6 | $5.1M | +2% | 19k | 262.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $4.7M | -2% | 12k | 406.80 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $4.6M | +293% | 55k | 83.76 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $4.3M | +805% | 35k | 123.54 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $4.2M | +7% | 97k | 43.76 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $3.5M | +4% | 31k | 115.12 |
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| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.5M | +7% | 65k | 53.53 |
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| Meta Platforms Cl A (META) | 0.4 | $3.2M | 6.4k | 504.22 |
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| Netflix (NFLX) | 0.3 | $3.1M | -6% | 4.6k | 674.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.9M | 11k | 267.50 |
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| Moody's Corporation (MCO) | 0.3 | $2.9M | -24% | 6.8k | 420.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.3 | $2.8M | +34% | 35k | 79.93 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.7M | 7.4k | 364.51 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.6M | 45k | 57.61 |
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| Costco Wholesale Corporation (COST) | 0.3 | $2.3M | 2.7k | 849.99 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.3M | 30k | 77.76 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.1M | +6% | 34k | 61.64 |
|
| TJX Companies (TJX) | 0.2 | $1.9M | +2% | 17k | 110.10 |
|
| Home Depot (HD) | 0.2 | $1.7M | 5.0k | 344.24 |
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| Procter & Gamble Company (PG) | 0.2 | $1.7M | +6% | 10k | 164.92 |
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| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.2 | $1.7M | NEW | 29k | 58.56 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.7M | +29% | 30k | 56.68 |
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| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.6M | 7.2k | 226.23 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.6M | -10% | 8.0k | 202.26 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.6M | +10% | 2.9k | 555.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | 29k | 49.42 |
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| Intel Corporation (INTC) | 0.2 | $1.4M | -11% | 46k | 30.97 |
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| Broadcom (AVGO) | 0.2 | $1.4M | +5% | 863.00 | 1605.53 |
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| Merck & Co (MRK) | 0.2 | $1.4M | +2% | 11k | 123.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.4M | +9% | 7.5k | 182.55 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $1.4M | +13% | 32k | 42.59 |
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| Arista Networks (ANET) | 0.1 | $1.3M | -32% | 3.8k | 350.48 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.3M | -5% | 1.5k | 905.38 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.3M | +7% | 2.9k | 441.10 |
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| American Express Company (AXP) | 0.1 | $1.3M | 5.5k | 231.57 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.2M | +15% | 4.9k | 242.12 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.1M | 15k | 72.18 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | +4% | 5.1k | 215.01 |
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| Sandstorm Gold Com New (SAND) | 0.1 | $1.1M | 200k | 5.44 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $998k | 16k | 64.25 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $991k | +173% | 11k | 88.48 |
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| Oracle Corporation (ORCL) | 0.1 | $924k | 6.5k | 141.20 |
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| Sherwin-Williams Company (SHW) | 0.1 | $913k | +2% | 3.1k | 298.43 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $883k | 1.6k | 553.00 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $878k | +1061% | 10k | 88.11 |
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| International Business Machines (IBM) | 0.1 | $809k | 4.7k | 172.95 |
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| UnitedHealth (UNH) | 0.1 | $779k | -25% | 1.5k | 509.26 |
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| General Mills (GIS) | 0.1 | $761k | 12k | 63.26 |
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| AutoNation (AN) | 0.1 | $759k | 4.8k | 159.38 |
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| Applied Materials (AMAT) | 0.1 | $759k | +3% | 3.2k | 235.99 |
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| Hamilton Insurance Group CL B (HG) | 0.1 | $758k | NEW | 46k | 16.65 |
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| Boeing Company (BA) | 0.1 | $724k | +2% | 4.0k | 182.01 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $710k | 4.2k | 168.79 |
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| Amphenol Corp Cl A (APH) | 0.1 | $705k | +130% | 11k | 67.37 |
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| Shopify Cl A (SHOP) | 0.1 | $668k | +7% | 10k | 66.05 |
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.1 | $637k | +421% | 20k | 32.25 |
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| Booking Holdings (BKNG) | 0.1 | $622k | +5% | 157.00 | 3961.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $620k | 2.0k | 308.67 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $610k | 6.1k | 100.39 |
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| Ameriprise Financial (AMP) | 0.1 | $601k | 1.4k | 427.19 |
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| McDonald's Corporation (MCD) | 0.1 | $596k | +55% | 2.3k | 254.84 |
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| Johnson & Johnson (JNJ) | 0.1 | $595k | +4% | 4.1k | 146.16 |
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| Wal-Mart Stores (WMT) | 0.1 | $583k | +11% | 8.6k | 67.71 |
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| Abbvie (ABBV) | 0.1 | $582k | +6% | 3.4k | 171.52 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $578k | +23% | 5.0k | 115.47 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $573k | +7% | 3.9k | 145.76 |
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| Caterpillar (CAT) | 0.1 | $570k | +3% | 1.7k | 333.10 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $542k | 5.4k | 100.24 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $524k | 10k | 52.33 |
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| McKesson Corporation (MCK) | 0.1 | $523k | 896.00 | 584.04 |
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| salesforce (CRM) | 0.1 | $519k | 2.0k | 257.10 |
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| Ge Aerospace Com New (GE) | 0.1 | $517k | +2% | 3.3k | 158.97 |
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| Palo Alto Networks (PANW) | 0.1 | $514k | -3% | 1.5k | 339.01 |
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| Lowe's Companies (LOW) | 0.1 | $511k | +10% | 2.3k | 220.46 |
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| Pepsi (PEP) | 0.1 | $510k | +103% | 3.1k | 164.93 |
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| Intuit (INTU) | 0.1 | $509k | 774.00 | 657.21 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $509k | 8.1k | 62.87 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $508k | 4.0k | 127.18 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $507k | 5.2k | 97.07 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $488k | -35% | 3.9k | 123.81 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $472k | -4% | 2.4k | 194.53 |
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| Amgen (AMGN) | 0.1 | $452k | -2% | 1.4k | 312.45 |
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| Bank of America Corporation (BAC) | 0.1 | $450k | +10% | 11k | 39.77 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $442k | 9.2k | 48.28 |
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| Cisco Systems (CSCO) | 0.0 | $435k | +5% | 9.1k | 47.51 |
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| S&p Global (SPGI) | 0.0 | $433k | +6% | 970.00 | 446.00 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $415k | 1.1k | 391.13 |
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| Suncor Energy (SU) | 0.0 | $411k | 11k | 38.10 |
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| Pfizer (PFE) | 0.0 | $410k | 15k | 27.98 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $406k | 2.5k | 164.28 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $402k | +222% | 4.9k | 81.65 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $397k | 3.8k | 104.55 |
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| Bristol Myers Squibb (BMY) | 0.0 | $394k | +5% | 9.5k | 41.53 |
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| Stryker Corporation (SYK) | 0.0 | $382k | 1.1k | 340.28 |
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| Jefferies Finl Group (JEF) | 0.0 | $376k | 7.5k | 49.76 |
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| 3M Company (MMM) | 0.0 | $374k | +27% | 3.7k | 102.19 |
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| Walt Disney Company (DIS) | 0.0 | $373k | 3.8k | 99.30 |
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| Verizon Communications (VZ) | 0.0 | $370k | +19% | 9.0k | 41.24 |
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| Honeywell International (HON) | 0.0 | $367k | -3% | 1.7k | 213.54 |
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| Linde SHS (LIN) | 0.0 | $366k | +14% | 834.00 | 438.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $364k | 3.9k | 92.54 |
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| BP Sponsored Adr (BP) | 0.0 | $359k | 9.9k | 36.10 |
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| Microchip Technology (MCHP) | 0.0 | $356k | 3.9k | 91.50 |
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| Nextera Energy (NEE) | 0.0 | $353k | -5% | 5.0k | 70.81 |
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| Allstate Corporation (ALL) | 0.0 | $347k | +11% | 2.2k | 159.66 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $332k | -32% | 3.6k | 91.15 |
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| Wells Fargo & Company (WFC) | 0.0 | $328k | +5% | 5.5k | 59.39 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $312k | 2.5k | 122.60 |
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| Eaton Corp SHS (ETN) | 0.0 | $309k | -2% | 985.00 | 313.55 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $307k | -16% | 20k | 15.36 |
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| Cigna Corp (CI) | 0.0 | $299k | +225% | 905.00 | 330.57 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $295k | 7.7k | 38.42 |
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| Qualcomm (QCOM) | 0.0 | $292k | +9% | 1.5k | 199.18 |
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| Wec Energy Group (WEC) | 0.0 | $287k | 3.7k | 78.45 |
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| Philip Morris International (PM) | 0.0 | $281k | +14% | 2.8k | 101.33 |
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| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $280k | +16% | 3.2k | 86.61 |
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| Citigroup Com New (C) | 0.0 | $275k | +42% | 4.3k | 63.46 |
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| Zoetis Cl A (ZTS) | 0.0 | $269k | +70% | 1.6k | 173.36 |
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| Waste Management (WM) | 0.0 | $268k | -20% | 1.3k | 213.34 |
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| Morgan Stanley Com New (MS) | 0.0 | $261k | 2.7k | 97.19 |
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| Spectrum Brands Holding (SPB) | 0.0 | $259k | 3.0k | 85.93 |
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| Illumina (ILMN) | 0.0 | $253k | 2.4k | 104.38 |
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| Select Sector Spdr Tr Financial (XLF) | 0.0 | $253k | -24% | 6.2k | 41.11 |
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| Mongodb Cl A (MDB) | 0.0 | $250k | 1.0k | 249.96 |
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| PPG Industries (PPG) | 0.0 | $249k | 2.0k | 125.89 |
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| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $248k | 10k | 24.78 |
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| Abbott Laboratories (ABT) | 0.0 | $246k | +114% | 2.4k | 103.91 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $244k | 520.00 | 468.72 |
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| Fiserv (FI) | 0.0 | $240k | +14% | 1.6k | 149.04 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $237k | 2.1k | 112.40 |
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| FedEx Corporation (FDX) | 0.0 | $237k | 791.00 | 299.84 |
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| AutoZone (AZO) | 0.0 | $237k | +6% | 80.00 | 2964.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $235k | +85% | 773.00 | 303.41 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $230k | -9% | 493.00 | 467.10 |
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| Nike CL B (NKE) | 0.0 | $228k | +41% | 3.0k | 75.37 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $226k | 1.3k | 170.76 |
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| Yum! Brands (YUM) | 0.0 | $225k | +742% | 1.7k | 132.46 |
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| Servicenow (NOW) | 0.0 | $221k | +33% | 281.00 | 786.67 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $218k | +2% | 4.4k | 50.08 |
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| Colgate-Palmolive Company (CL) | 0.0 | $218k | +77% | 2.2k | 97.04 |
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| Union Pacific Corporation (UNP) | 0.0 | $218k | -9% | 964.00 | 226.26 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $215k | +74% | 575.00 | 374.01 |
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| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $214k | 59k | 3.62 |
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| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $212k | 3.8k | 55.36 |
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| Nxp Semiconductors N V (NXPI) | 0.0 | $208k | -15% | 773.00 | 269.09 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $198k | 12k | 16.22 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $197k | 452.00 | 435.95 |
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| Electronic Arts (EA) | 0.0 | $196k | +9% | 1.4k | 139.33 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $195k | +8% | 2.3k | 84.95 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $193k | 2.9k | 65.58 |
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| Manulife Finl Corp (MFC) | 0.0 | $192k | 7.2k | 26.62 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $186k | 3.6k | 51.24 |
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| Oneok (OKE) | 0.0 | $181k | 2.2k | 81.55 |
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| Corning Incorporated (GLW) | 0.0 | $178k | +30% | 4.6k | 38.85 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $176k | 4.6k | 37.95 |
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| Uber Technologies (UBER) | 0.0 | $175k | -15% | 2.4k | 72.68 |
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| Moderna (MRNA) | 0.0 | $173k | -6% | 1.5k | 118.75 |
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| Autodesk (ADSK) | 0.0 | $172k | +65% | 694.00 | 247.45 |
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| Starwood Property Trust (STWD) | 0.0 | $171k | 9.0k | 18.94 |
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| At&t (T) | 0.0 | $170k | -4% | 8.9k | 19.11 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $169k | 1.5k | 112.63 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $169k | +10% | 2.2k | 77.99 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $169k | -64% | 1.7k | 100.64 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $165k | 1.4k | 117.49 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $165k | -7% | 371.00 | 444.85 |
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| ConocoPhillips (COP) | 0.0 | $165k | -5% | 1.4k | 114.38 |
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| Coca-Cola Company (KO) | 0.0 | $163k | -7% | 2.6k | 63.65 |
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| Xylem (XYL) | 0.0 | $163k | 1.2k | 135.63 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $161k | 608.00 | 264.30 |
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| Cummins (CMI) | 0.0 | $158k | 570.00 | 276.93 |
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| Carrier Global Corporation (CARR) | 0.0 | $157k | 2.5k | 63.08 |
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| Micron Technology (MU) | 0.0 | $157k | -31% | 1.2k | 131.53 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $157k | +47% | 2.0k | 76.70 |
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| BlackRock (BLK) | 0.0 | $156k | -11% | 198.00 | 787.52 |
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| First Financial Bankshares (FFIN) | 0.0 | $156k | +5% | 5.3k | 29.53 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $154k | 960.00 | 160.41 |
|
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $153k | 1.9k | 81.41 |
|
|
| Norfolk Southern (NSC) | 0.0 | $152k | 710.00 | 214.69 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $152k | -33% | 1.1k | 136.85 |
|
| Prologis (PLD) | 0.0 | $152k | -9% | 1.3k | 112.31 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $150k | 1.6k | 96.13 |
|
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $150k | 2.5k | 58.88 |
|
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $149k | 9.9k | 15.03 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $149k | +9% | 4.4k | 33.93 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $149k | -14% | 851.00 | 174.47 |
|
| PPL Corporation (PPL) | 0.0 | $147k | +23% | 5.3k | 27.65 |
|
| Danaher Corporation (DHR) | 0.0 | $146k | -10% | 583.00 | 249.85 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $146k | +5% | 910.00 | 160.00 |
|
| Goldman Sachs (GS) | 0.0 | $146k | -9% | 322.00 | 451.84 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $145k | +3% | 1.2k | 120.99 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $144k | +156% | 1.0k | 142.74 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $143k | -3% | 850.00 | 168.57 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $143k | 785.00 | 182.40 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $142k | +11% | 1.5k | 96.26 |
|
| PNC Financial Services (PNC) | 0.0 | $138k | 888.00 | 155.48 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $138k | -15% | 3.5k | 39.16 |
|
| Walker & Dunlop (WD) | 0.0 | $138k | 1.4k | 98.20 |
|
|
| Zions Bancorporation (ZION) | 0.0 | $137k | -10% | 3.2k | 43.37 |
|
| Ge Vernova (GEV) | 0.0 | $137k | NEW | 799.00 | 171.51 |
|
| Canadian Natl Ry (CNI) | 0.0 | $136k | -39% | 1.2k | 118.13 |
|
| Starbucks Corporation (SBUX) | 0.0 | $134k | -23% | 1.7k | 77.85 |
|
| Symbotic Class A Com (SYM) | 0.0 | $134k | -9% | 3.8k | 35.16 |
|
| Kroger (KR) | 0.0 | $132k | 2.6k | 49.93 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $131k | 5.1k | 25.72 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $129k | -5% | 2.0k | 65.44 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $129k | 708.00 | 182.01 |
|
|
| Toast Cl A (TOST) | 0.0 | $129k | 5.0k | 25.77 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $126k | 691.00 | 182.52 |
|
|
| Metropcs Communications (TMUS) | 0.0 | $126k | 715.00 | 176.18 |
|
|
| Ads Tec Energy SHS (ADSE) | 0.0 | $126k | -29% | 10k | 12.55 |
|
| Markel Corporation (MKL) | 0.0 | $125k | +49% | 79.00 | 1575.67 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $123k | +42% | 2.3k | 54.50 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $123k | -42% | 1.4k | 88.74 |
|
| W.W. Grainger (GWW) | 0.0 | $117k | +39% | 130.00 | 902.25 |
|
| Dupont De Nemours (DD) | 0.0 | $117k | -3% | 1.5k | 80.49 |
|
| General Dynamics Corporation (GD) | 0.0 | $116k | -7% | 401.00 | 290.14 |
|
| SYSCO Corporation (SYY) | 0.0 | $115k | +25% | 1.6k | 71.39 |
|
| Gilead Sciences (GILD) | 0.0 | $115k | -13% | 1.7k | 68.61 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.0 | $114k | 1.0k | 109.78 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $114k | 3.9k | 28.98 |
|
Past Filings by Crewe Advisors
SEC 13F filings are viewable for Crewe Advisors going back to 2017
- 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
- Crewe Advisors 2020 Q3 filed Oct. 13, 2020