Crewe Advisors
Latest statistics and disclosures from Crewe Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, PACS, IJH, SPY, IEFA, and represent 35.76% of Crewe Advisors's stock portfolio.
- Added to shares of these 10 stocks: PACS (+$20M), MEAR (+$16M), IVV (+$11M), MSFT (+$8.9M), IEFA (+$5.7M), IJH (+$5.6M), BND (+$5.0M), ESGV, IJR, JAAA.
- Started 78 new stock positions in KRE, SHM, U, Aspire Biopharma Holdings, UAMY, COPX, AMLP, DOCU, PINS, DBA.
- Reduced shares in these 10 stocks: TSLA (-$9.6M), PULS, CVX, GOOGL, TJX, HD, VSGX, SHW, SPY, ENSG.
- Sold out of its positions in AES, SIVR, AMH, AMSF, APLS, ARGX, AstraZeneca, BJ, BMI, SAN.
- Crewe Advisors was a net buyer of stock by $81M.
- Crewe Advisors has $1.2B in assets under management (AUM), dropping by 3.80%.
- Central Index Key (CIK): 0001730033
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Portfolio Holdings for Crewe Advisors
Crewe Advisors holds 1038 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Crewe Advisors has 1038 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Crewe Advisors March 31, 2026 positions
- Download the Crewe Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 12.1 | $141M | +8% | 216k | 653.21 |
|
| Pacs Group Com Shs (PACS) | 7.5 | $89M | +28% | 2.8M | 32.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.8 | $68M | +8% | 1.0M | 67.53 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.6 | $65M | 100k | 650.34 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.7 | $56M | +11% | 614k | 90.53 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 4.2 | $50M | +11% | 673k | 73.64 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 3.5 | $41M | +13% | 365k | 112.27 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.4 | $40M | 56.00 | 718140.00 |
|
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.2 | $38M | 764k | 49.40 |
|
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 2.9 | $33M | -11% | 675k | 49.50 |
|
| Microsoft Corporation (MSFT) | 2.6 | $31M | +40% | 84k | 370.17 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 2.6 | $31M | 50k | 616.77 |
|
|
| Apple (AAPL) | 2.3 | $27M | +2% | 105k | 253.79 |
|
| Ishares Tr National Mun Etf (MUB) | 2.1 | $25M | +9% | 235k | 106.15 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $22M | 86k | 261.92 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $22M | +17% | 174k | 124.31 |
|
| Chevron Corporation (CVX) | 1.8 | $22M | -8% | 104k | 206.90 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $18M | 71k | 248.00 |
|
|
| Ishares U S Etf Tr Short Maturity M (MEAR) | 1.3 | $16M | NEW | 307k | 50.34 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $15M | 53k | 286.86 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $14M | 21k | 697.72 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $12M | 26k | 479.20 |
|
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 1.0 | $12M | +18% | 180k | 63.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.9 | $11M | 19k | 577.19 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $9.5M | -5% | 133k | 71.73 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $8.3M | 85k | 97.13 |
|
|
| Advanced Micro Devices (AMD) | 0.7 | $8.0M | 39k | 203.43 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $7.7M | 93k | 82.75 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $7.2M | +51% | 103k | 69.75 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $7.0M | 12k | 597.55 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $6.4M | +24% | 119k | 54.05 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $6.2M | 36k | 174.40 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $6.0M | -26% | 21k | 287.56 |
|
| Amazon (AMZN) | 0.5 | $5.9M | +9% | 28k | 208.27 |
|
| Visa Com Cl A (V) | 0.4 | $5.2M | 17k | 302.24 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $5.2M | -2% | 59k | 88.70 |
|
| Tesla Motors (TSLA) | 0.4 | $5.0M | -65% | 14k | 371.75 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.9M | +5% | 15k | 320.82 |
|
| EQT Corporation (EQT) | 0.4 | $4.8M | 75k | 63.64 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | +7% | 25k | 169.66 |
|
| Netflix (NFLX) | 0.4 | $4.2M | 43k | 96.15 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $3.7M | 13k | 294.16 |
|
|
| Chesapeake Energy Corp (EXE) | 0.3 | $3.6M | +251% | 33k | 109.78 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.3 | $3.5M | +539% | 70k | 50.37 |
|
| Meta Platforms Cl A (META) | 0.3 | $3.5M | +3% | 6.1k | 572.17 |
|
| Royal Gold (RGLD) | 0.3 | $3.2M | 13k | 254.49 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $3.2M | +6% | 104k | 30.68 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $3.2M | -8% | 62k | 50.61 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $3.0M | +2% | 38k | 78.41 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.8M | -2% | 6.7k | 426.40 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.7M | +184% | 18k | 147.11 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.5M | 23k | 106.50 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.4M | +10% | 43k | 56.68 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.3M | +3% | 11k | 215.06 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $2.3M | 18k | 122.78 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $2.3M | +2% | 5.2k | 430.29 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.2M | +13% | 31k | 70.18 |
|
| Broadcom (AVGO) | 0.2 | $2.1M | +3% | 6.6k | 309.52 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.0M | 36k | 56.79 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.0M | +2% | 32k | 64.08 |
|
| Moody's Corporation (MCO) | 0.2 | $2.0M | -9% | 4.6k | 436.25 |
|
| Ishares Tr Large Cap Max Bu (DMAX) | 0.2 | $2.0M | +100% | 76k | 26.57 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $2.0M | 65k | 30.32 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | +4% | 1.9k | 996.39 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.8M | 14k | 132.90 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.7M | 3.4k | 499.67 |
|
|
| American Express Company (AXP) | 0.1 | $1.7M | 5.7k | 302.47 |
|
|
| Ishares Tr Large Cap Max Bu (MMAX) | 0.1 | $1.6M | 62k | 26.57 |
|
|
| Ida (IDA) | 0.1 | $1.5M | 10k | 142.97 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | +19% | 13k | 113.11 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.4M | +2% | 5.0k | 287.18 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.3M | 14k | 93.00 |
|
|
| TJX Companies (TJX) | 0.1 | $1.3M | -39% | 8.1k | 159.70 |
|
| Merck & Co (MRK) | 0.1 | $1.2M | 9.8k | 120.29 |
|
|
| Runway Growth Finance Corp (RWAY) | 0.1 | $1.2M | 172k | 6.87 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.2M | 46k | 25.64 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.2M | 8.1k | 144.44 |
|
|
| Caterpillar (CAT) | 0.1 | $1.2M | 1.6k | 708.46 |
|
|
| International Business Machines (IBM) | 0.1 | $1.1M | 4.7k | 242.39 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $1.1M | 8.8k | 124.28 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $1.1M | 8.6k | 126.35 |
|
|
| Globalstar Com New (GSAT) | 0.1 | $1.1M | 16k | 66.42 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | -2% | 5.5k | 192.90 |
|
| Ishares Tr Large Cap Max Bu (SMAX) | 0.1 | $1.0M | 38k | 26.82 |
|
|
| Ishares Tr Large Cap Max Bu (MAXJ) | 0.1 | $1.0M | 36k | 28.16 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $1.0M | 8.6k | 118.62 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $973k | 20k | 48.75 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $962k | +47% | 5.0k | 191.93 |
|
| Applied Materials (AMAT) | 0.1 | $952k | +4% | 2.8k | 341.79 |
|
| AutoNation (AN) | 0.1 | $930k | 4.8k | 195.26 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $885k | +333% | 2.6k | 337.90 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $866k | 4.2k | 205.80 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $812k | +2% | 2.9k | 283.77 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $811k | +4% | 882.00 | 919.41 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $796k | +4% | 6.9k | 114.98 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $793k | +6% | 8.4k | 93.93 |
|
| Suncor Energy (SU) | 0.1 | $787k | 12k | 66.11 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $729k | -3% | 29k | 25.10 |
|
| Intel Corporation (INTC) | 0.1 | $725k | 16k | 44.13 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $722k | 1.2k | 588.68 |
|
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| Philip Morris International (PM) | 0.1 | $710k | 4.3k | 165.35 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $702k | 5.4k | 130.94 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $699k | 2.9k | 244.44 |
|
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $686k | 10k | 67.07 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $668k | +29% | 12k | 55.52 |
|
| Home Depot (HD) | 0.1 | $657k | -47% | 2.0k | 328.81 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $654k | 1.8k | 356.56 |
|
|
| Booking Holdings (BKNG) | 0.1 | $642k | 152.00 | 4224.10 |
|
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| Boeing Company (BA) | 0.1 | $639k | 3.2k | 199.03 |
|
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| Ameriprise Financial (AMP) | 0.1 | $626k | 1.4k | 444.40 |
|
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $613k | 7.3k | 84.44 |
|
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| Hamilton Insurance Group CL B (HG) | 0.1 | $604k | 20k | 29.83 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $593k | 6.0k | 99.27 |
|
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| McDonald's Corporation (MCD) | 0.1 | $591k | 1.9k | 310.79 |
|
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| Abbvie (ABBV) | 0.0 | $584k | +3% | 2.7k | 217.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $571k | +11% | 2.7k | 211.15 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $562k | +4% | 23k | 24.75 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $558k | 18k | 31.33 |
|
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $555k | 3.8k | 146.61 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $553k | +515% | 5.5k | 100.66 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $543k | -24% | 1.2k | 436.80 |
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| Nautilus Biotechnology (NAUT) | 0.0 | $528k | 136k | 3.88 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $525k | 7.2k | 72.41 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $508k | 4.3k | 118.61 |
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| Wec Energy Group (WEC) | 0.0 | $507k | 4.4k | 115.76 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $505k | 2.6k | 191.81 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $496k | 3.5k | 142.42 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $489k | 3.3k | 145.94 |
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| 3M Company (MMM) | 0.0 | $477k | 3.3k | 145.23 |
|
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| Bristol Myers Squibb (BMY) | 0.0 | $474k | 7.8k | 60.65 |
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| Amgen (AMGN) | 0.0 | $470k | +2% | 1.3k | 351.85 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $464k | +741% | 5.9k | 78.66 |
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| McKesson Corporation (MCK) | 0.0 | $459k | 530.00 | 865.36 |
|
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| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $457k | -3% | 12k | 38.42 |
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| Lowe's Companies (LOW) | 0.0 | $451k | 1.9k | 236.28 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $450k | 1.2k | 370.68 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $449k | 4.5k | 100.62 |
|
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| Ge Vernova (GEV) | 0.0 | $444k | +3% | 509.00 | 872.90 |
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| General Mills (GIS) | 0.0 | $439k | 12k | 37.22 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $438k | 2.3k | 194.14 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $436k | 941.00 | 463.05 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $422k | 858.00 | 491.53 |
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| Allstate Corporation (ALL) | 0.0 | $421k | 2.0k | 207.34 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $402k | 1.9k | 213.67 |
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| BP Sponsored Adr (BP) | 0.0 | $400k | 8.5k | 47.00 |
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| Sherwin-Williams Company (SHW) | 0.0 | $392k | -46% | 1.2k | 320.55 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $390k | 5.9k | 65.94 |
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| Goldman Sachs (GS) | 0.0 | $388k | 458.00 | 845.99 |
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| Micron Technology (MU) | 0.0 | $385k | +2% | 1.1k | 337.83 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $382k | +5% | 2.6k | 146.28 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $381k | +71% | 6.2k | 61.26 |
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| Palo Alto Networks (PANW) | 0.0 | $380k | +5% | 2.4k | 160.31 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $373k | +37% | 9.2k | 40.80 |
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| Linde SHS (LIN) | 0.0 | $373k | +2% | 752.00 | 495.76 |
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| Morgan Stanley Com New (MS) | 0.0 | $372k | 2.3k | 164.57 |
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| Cummins (CMI) | 0.0 | $363k | +3% | 675.00 | 538.02 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $362k | 910.00 | 398.00 |
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| Ensign (ENSG) | 0.0 | $360k | -45% | 1.8k | 201.50 |
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| Stryker Corporation (SYK) | 0.0 | $355k | +3% | 1.1k | 328.47 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $355k | -2% | 7.2k | 49.37 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $345k | 3.5k | 97.23 |
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| Pfizer (PFE) | 0.0 | $345k | 12k | 28.08 |
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| Honeywell International (HON) | 0.0 | $340k | +3% | 1.5k | 226.01 |
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| Citigroup Com New (C) | 0.0 | $339k | 3.0k | 113.41 |
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| Nextera Energy (NEE) | 0.0 | $337k | +2% | 3.6k | 92.88 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $333k | 6.5k | 50.81 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $321k | +2% | 8.3k | 38.42 |
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| Jefferies Finl Group (JEF) | 0.0 | $311k | 7.5k | 41.27 |
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| AutoZone (AZO) | 0.0 | $311k | -2% | 92.00 | 3377.78 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $310k | NEW | 6.6k | 46.84 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $306k | +118% | 4.0k | 76.54 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.0 | $299k | 11k | 26.86 |
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| Walt Disney Company (DIS) | 0.0 | $295k | 3.1k | 96.38 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $295k | -3% | 926.00 | 318.07 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $292k | 3.2k | 91.77 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $292k | 2.1k | 138.37 |
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| Cisco Systems (CSCO) | 0.0 | $291k | -10% | 3.7k | 77.59 |
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| Waste Management (WM) | 0.0 | $290k | +2% | 1.3k | 229.79 |
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| Wells Fargo & Company (WFC) | 0.0 | $283k | +4% | 3.6k | 79.61 |
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| Pepsi (PEP) | 0.0 | $282k | -5% | 1.8k | 155.29 |
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| FedEx Corporation (FDX) | 0.0 | $281k | 789.00 | 356.18 |
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| Flexshares Tr Intl Qltdv Idx (IQDF) | 0.0 | $276k | -31% | 8.7k | 31.67 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $275k | +3% | 705.00 | 390.41 |
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| PPL Corporation (PPL) | 0.0 | $272k | 7.1k | 38.20 |
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| Zions Bancorporation (ZION) | 0.0 | $271k | +15% | 4.7k | 57.62 |
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| Electronic Arts (EA) | 0.0 | $269k | 1.3k | 203.87 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $264k | 1.2k | 217.25 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $262k | 2.6k | 100.76 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $260k | +2% | 430.00 | 604.39 |
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| Nucor Corporation (NUE) | 0.0 | $251k | -21% | 1.5k | 169.09 |
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| Yum! Brands (YUM) | 0.0 | $250k | -7% | 1.6k | 155.48 |
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| Manulife Finl Corp (MFC) | 0.0 | $248k | 7.2k | 34.44 |
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| Mongodb Cl A (MDB) | 0.0 | $245k | 1.0k | 244.77 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $241k | 8.8k | 27.20 |
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| salesforce (CRM) | 0.0 | $235k | +3% | 1.3k | 186.67 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $232k | +2% | 1.2k | 196.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $231k | -2% | 1.6k | 148.10 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $227k | +2% | 7.9k | 28.71 |
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| Owl Rock Capital Corporation (OBDC) | 0.0 | $226k | +64% | 20k | 11.06 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $224k | 7.7k | 29.13 |
|
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $223k | 500.00 | 446.54 |
|
|
| Spectrum Brands Holding (SPB) | 0.0 | $222k | 3.0k | 73.70 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $221k | 4.6k | 47.53 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $219k | 3.2k | 69.40 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $218k | 11k | 20.70 |
|
|
| Iren Ordinary Shares (IREN) | 0.0 | $218k | 6.4k | 34.28 |
|
|
| Norfolk Southern (NSC) | 0.0 | $198k | 689.00 | 287.00 |
|
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $198k | 1.8k | 108.98 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $198k | +3% | 2.4k | 82.57 |
|
| J P Morgan Exchange Traded F Betabuilders Cda (BBCA) | 0.0 | $198k | 2.1k | 94.06 |
|
|
| S&p Global (SPGI) | 0.0 | $197k | +6% | 464.00 | 425.34 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $196k | +119% | 2.2k | 88.16 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $195k | 2.3k | 83.58 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $192k | +5% | 537.00 | 357.67 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $192k | 1.4k | 138.32 |
|
|
| Palladyne Ai Corp Com New (PDYN) | 0.0 | $189k | NEW | 31k | 6.07 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $189k | 6.8k | 27.85 |
|
|
| Kroger (KR) | 0.0 | $186k | 2.6k | 72.36 |
|
|
| Astrazeneca Ord (AZN) | 0.0 | $185k | NEW | 937.00 | 197.22 |
|
| At&t (T) | 0.0 | $183k | 6.3k | 28.99 |
|
|
| PPG Industries (PPG) | 0.0 | $180k | 1.7k | 106.88 |
|
|
| Verizon Communications (VZ) | 0.0 | $172k | +7% | 3.4k | 50.20 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $166k | 1.7k | 95.48 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $166k | 1.6k | 106.01 |
|
|
| Corning Incorporated (GLW) | 0.0 | $164k | +2% | 1.2k | 135.97 |
|
| Entergy Corporation (ETR) | 0.0 | $161k | 1.4k | 112.36 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $161k | 2.0k | 79.56 |
|
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $160k | 12k | 13.88 |
|
|
| Starwood Property Trust (STWD) | 0.0 | $160k | +2% | 9.3k | 17.22 |
|
| Wayfair Cl A (W) | 0.0 | $158k | 2.1k | 75.21 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $157k | 2.7k | 58.18 |
|
|
| American Electric Power Company (AEP) | 0.0 | $154k | +2% | 1.2k | 131.08 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $153k | 1.8k | 84.52 |
|
|
| ConocoPhillips (COP) | 0.0 | $151k | +8% | 1.1k | 132.00 |
|
| Uber Technologies (UBER) | 0.0 | $151k | 2.1k | 71.93 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $150k | 5.1k | 29.49 |
|
|
| CMS Energy Corporation (CMS) | 0.0 | $148k | 1.9k | 77.58 |
|
|
| Cigna Corp (CI) | 0.0 | $147k | -15% | 550.00 | 266.75 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $145k | 957.00 | 151.35 |
|
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $144k | 3.1k | 46.53 |
|
|
| Autodesk (ADSK) | 0.0 | $143k | 598.00 | 239.40 |
|
|
| First Financial Bankshares (FFIN) | 0.0 | $143k | 4.8k | 29.45 |
|
|
| Energous Corp Com New (WATT) | 0.0 | $141k | NEW | 9.0k | 15.69 |
|
| Global X Fds Global X Copper (COPX) | 0.0 | $138k | NEW | 1.8k | 76.35 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.0 | $136k | 1.4k | 98.53 |
|
|
| UnitedHealth (UNH) | 0.0 | $135k | 500.00 | 270.44 |
|
|
| Tutor Perini Corporation (TPC) | 0.0 | $135k | 1.8k | 77.19 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $135k | 4.1k | 32.95 |
|
|
| Toast Cl A (TOST) | 0.0 | $133k | 5.0k | 26.51 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $132k | +35% | 526.00 | 250.58 |
|
Past Filings by Crewe Advisors
SEC 13F filings are viewable for Crewe Advisors going back to 2017
- Crewe Advisors 2026 Q1 filed May 7, 2026
- Crewe Advisors 2025 Q4 filed Jan. 16, 2026
- Crewe Advisors 2025 Q3 filed Nov. 13, 2025
- Crewe Advisors 2025 Q2 filed July 30, 2025
- Crewe Advisors 2025 Q1 filed April 23, 2025
- Crewe Advisors 2024 Q4 filed Jan. 27, 2025
- 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