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 37.98% of Crewe Advisors's stock portfolio.
- Added to shares of these 10 stocks: PACS (+$24M), VGT (+$17M), HTZ (+$8.6M), PULS (+$8.5M), IEFA, SPY, IJH, IWF, MUB, JAAA.
- Started 175 new stock positions in SWKS, COCO, LUV, PATH, BATRK, FICO, CCB, CMPX, SAP, PBR.
- Reduced shares in these 10 stocks: MEAR (-$16M), , ORCL, IDA, IVV, VTI, AAPL, BRK.A, IWM, DMAX.
- Sold out of its positions in AMLP, AEHR, AEG, LNT, ATEX, BATRA, BCE, BRCC, BCH, BCML.
- Crewe Advisors was a net buyer of stock by $76M.
- Crewe Advisors has $1.4B in assets under management (AUM), dropping by 17.80%.
- Central Index Key (CIK): 0001730033
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Portfolio Holdings for Crewe Advisors
Crewe Advisors holds 1135 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Crewe Advisors has 1135 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Crewe Advisors June 30, 2026 positions
- Download the Crewe Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.7 | $161M | 215k | 748.89 |
|
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| Pacs Group Com Shs (PACS) | 10.2 | $141M | +20% | 3.3M | 42.64 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 5.8 | $80M | +2% | 1.0M | 77.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.7 | $78M | +4% | 105k | 746.77 |
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| Ishares Tr Core Msci Eafe (IEFA) | 4.6 | $64M | +7% | 660k | 96.58 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.7 | $51M | +2% | 692k | 73.41 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 3.5 | $48M | 365k | 132.24 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.1 | $43M | 779k | 54.63 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 3.0 | $42M | +25% | 847k | 49.55 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.0 | $41M | 55.00 | 748850.00 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 2.6 | $35M | 50k | 703.34 |
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| Microsoft Corporation (MSFT) | 2.4 | $33M | +4% | 88k | 373.02 |
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| Apple (AAPL) | 2.1 | $30M | -2% | 102k | 289.36 |
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| Ishares Tr National Mun Etf (MUB) | 2.0 | $28M | +8% | 256k | 107.62 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.9 | $27M | +3% | 180k | 148.31 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.9 | $26M | 86k | 303.12 |
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| Advanced Micro Devices (AMD) | 1.7 | $23M | +2% | 40k | 580.91 |
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| Ishares Tr Russell 2000 Etf (IWM) | 1.5 | $21M | -2% | 69k | 300.45 |
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| Vanguard World Inf Tech Etf (VGT) | 1.4 | $20M | +700% | 164k | 119.52 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $19M | 54k | 353.33 |
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| Chevron Corporation (CVX) | 1.3 | $18M | 106k | 165.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $14M | 19k | 736.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $13M | +4% | 27k | 500.39 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.9 | $12M | +2% | 184k | 67.58 |
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| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $11M | 133k | 82.34 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $8.7M | 84k | 103.88 |
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| Ishares Core Msci Emkt (IEMG) | 0.6 | $8.7M | +2% | 105k | 82.84 |
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| Hertz Global Hldgs Com New (HTZ) | 0.6 | $8.6M | NEW | 3.8M | 2.27 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $8.2M | 12k | 686.81 |
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| NVIDIA Corporation (NVDA) | 0.6 | $8.0M | +12% | 40k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $7.8M | +5% | 22k | 357.37 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.6 | $7.7M | 94k | 82.65 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $7.2M | 121k | 59.69 |
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| Amazon (AMZN) | 0.5 | $7.0M | +4% | 30k | 238.34 |
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| Visa Com Cl A (V) | 0.4 | $6.1M | +3% | 18k | 343.09 |
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| Tesla Motors (TSLA) | 0.4 | $5.9M | +3% | 14k | 420.60 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $5.7M | 59k | 96.43 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $5.3M | +51% | 105k | 50.49 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.8M | -14% | 13k | 370.03 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $4.3M | +2% | 13k | 327.34 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.3 | $4.1M | +29% | 81k | 50.57 |
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| EQT Corporation (EQT) | 0.3 | $4.0M | 75k | 53.17 |
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| Meta Platforms Cl A (META) | 0.3 | $3.8M | +9% | 6.7k | 563.33 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $3.4M | +4% | 108k | 31.71 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $3.3M | +4% | 40k | 82.27 |
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| Arista Networks Com Shs (ANET) | 0.2 | $3.2M | +2% | 19k | 169.88 |
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| Netflix (NFLX) | 0.2 | $3.2M | +2% | 45k | 71.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $3.1M | +270% | 25k | 124.17 |
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| Chesapeake Energy Corp (EXE) | 0.2 | $3.0M | 33k | 91.19 |
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| Broadcom (AVGO) | 0.2 | $2.9M | +16% | 7.7k | 377.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $2.8M | +13% | 12k | 236.62 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $2.7M | +4% | 14k | 190.52 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $2.6M | +6% | 38k | 68.41 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.5M | +7% | 33k | 75.79 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $2.5M | +4% | 45k | 56.48 |
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| Royal Gold (RGLD) | 0.2 | $2.5M | 13k | 199.61 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $2.5M | 23k | 106.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.3M | 32k | 71.25 |
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| Intel Corporation (INTC) | 0.2 | $2.2M | -2% | 16k | 139.63 |
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| Applied Materials (AMAT) | 0.2 | $2.1M | +3% | 2.9k | 723.00 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $2.1M | +4% | 68k | 30.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.9M | 5.2k | 368.38 |
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| American Express Company (AXP) | 0.1 | $1.9M | 5.7k | 338.25 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.9M | +9% | 3.8k | 513.62 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.8M | +21% | 10k | 176.36 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.8M | 13k | 137.53 |
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| Caterpillar (CAT) | 0.1 | $1.8M | +4% | 1.7k | 1064.90 |
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| Moody's Corporation (MCO) | 0.1 | $1.8M | -14% | 4.0k | 452.92 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.8M | 1.9k | 935.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.7M | +329% | 21k | 80.57 |
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| Ishares Tr Larg Cap Dec Etf (DMAX) | 0.1 | $1.6M | -24% | 57k | 27.34 |
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| Micron Technology (MU) | 0.1 | $1.5M | +14% | 1.3k | 1154.26 |
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| International Business Machines (IBM) | 0.1 | $1.4M | +2% | 4.8k | 281.21 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $1.4M | 46k | 29.43 |
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| Merck & Co (MRK) | 0.1 | $1.3M | +6% | 11k | 128.52 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $1.3M | NEW | 26k | 51.05 |
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| Globalstar Com New (GSAT) | 0.1 | $1.3M | 16k | 81.29 |
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| TJX Companies (TJX) | 0.1 | $1.3M | +4% | 8.5k | 151.50 |
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| Ishares Tr Larg Cap Mar Etf (MMAX) | 0.1 | $1.3M | -23% | 48k | 27.05 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.2M | 2.6k | 477.58 |
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| Procter & Gamble Company (PG) | 0.1 | $1.2M | +2% | 8.3k | 146.64 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | +4% | 21k | 56.98 |
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| Oracle Corporation (ORCL) | 0.1 | $1.2M | -56% | 7.9k | 146.56 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | +9% | 962.00 | 1199.24 |
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| Ge Aerospace Com New (GE) | 0.1 | $1.1M | +6% | 3.0k | 373.73 |
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| Wal-Mart Stores (WMT) | 0.1 | $1.1M | +9% | 9.7k | 113.26 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | +5% | 5.8k | 189.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.1M | 5.1k | 212.76 |
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| Ishares Tr Larg Cap Sep Etf (SMAX) | 0.1 | $1.1M | 38k | 27.86 |
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| Ishares Tr Larg Cap Jun Etf (MAXJ) | 0.1 | $1.1M | 36k | 29.13 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.1M | -3% | 14k | 77.54 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.0M | -2% | 4.1k | 246.21 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $979k | 8.6k | 114.18 |
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| Runway Growth Finance Corp (RWAY) | 0.1 | $965k | 172k | 5.61 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $963k | +30% | 16k | 61.46 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $902k | +10% | 9.3k | 96.44 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $891k | 10k | 87.04 |
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| AutoNation (AN) | 0.1 | $885k | 4.8k | 185.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $880k | +43% | 3.9k | 227.06 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $842k | 29k | 28.96 |
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| Palo Alto Networks (PANW) | 0.1 | $834k | +3% | 2.4k | 340.99 |
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| Johnson & Johnson (JNJ) | 0.1 | $829k | +14% | 3.3k | 253.97 |
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| Philip Morris International (PM) | 0.1 | $808k | +4% | 4.5k | 180.95 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $776k | NEW | 8.5k | 91.64 |
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| Home Depot (HD) | 0.1 | $771k | +9% | 2.2k | 352.61 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $751k | 1.8k | 409.50 |
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| Abbvie (ABBV) | 0.1 | $750k | +11% | 3.0k | 251.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $731k | +581% | 8.5k | 86.14 |
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| Booking Holdings (BKNG) | 0.1 | $715k | +2537% | 4.0k | 178.22 |
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| Martin Marietta Materials (MLM) | 0.1 | $713k | 1.2k | 576.70 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $710k | -12% | 6.0k | 117.67 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $706k | +4% | 2.4k | 298.07 |
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| Cisco Systems (CSCO) | 0.0 | $690k | +56% | 5.9k | 117.46 |
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| Boeing Company (BA) | 0.0 | $687k | 3.2k | 216.47 |
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| Hamilton Insurance Group CL B (HG) | 0.0 | $687k | 20k | 33.94 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $682k | 5.4k | 126.59 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $677k | 7.3k | 93.27 |
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| Spdr Series Trust St Str P500etf (SPYM) | 0.0 | $667k | +89% | 7.6k | 87.88 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $664k | +3% | 18k | 36.06 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $656k | +4% | 24k | 27.70 |
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| Ge Vernova (GEV) | 0.0 | $656k | +9% | 558.00 | 1174.89 |
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| Ameriprise Financial (AMP) | 0.0 | $649k | 1.4k | 458.76 |
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| Ishares Msci Emrg Chn (EMXC) | 0.0 | $647k | +7% | 6.3k | 102.30 |
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| Suncor Energy (SU) | 0.0 | $639k | 12k | 53.68 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $617k | +2% | 3.9k | 158.64 |
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| Corning Incorporated (GLW) | 0.0 | $610k | +98% | 2.4k | 255.43 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $591k | 6.0k | 98.98 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $585k | 2.7k | 219.43 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $573k | 3.5k | 164.28 |
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| J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) | 0.0 | $564k | 7.2k | 77.77 |
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| Allstate Corporation (ALL) | 0.0 | $552k | +14% | 2.3k | 237.95 |
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| 3M Company (MMM) | 0.0 | $540k | 3.3k | 161.91 |
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| Morgan Stanley Com New (MS) | 0.0 | $536k | +13% | 2.6k | 209.04 |
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| Capital Group Core Equity Et Shs Creat Unit (CGUS) | 0.0 | $533k | 12k | 44.48 |
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| Wec Energy Group (WEC) | 0.0 | $525k | +2% | 4.5k | 116.78 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $524k | 4.5k | 117.50 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $517k | 1.2k | 426.40 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $511k | -7% | 5.1k | 100.67 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $509k | 3.3k | 152.18 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $509k | +8% | 988.00 | 515.23 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $508k | -5% | 665.00 | 763.14 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $507k | 4.3k | 117.45 |
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| McDonald's Corporation (MCD) | 0.0 | $505k | 1.9k | 270.31 |
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| Amgen (AMGN) | 0.0 | $498k | +3% | 1.4k | 362.12 |
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| Sherwin-Williams Company (SHW) | 0.0 | $495k | +17% | 1.4k | 344.32 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $491k | 941.00 | 522.23 |
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| Citigroup Com New (C) | 0.0 | $491k | +17% | 3.5k | 139.96 |
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| Cummins (CMI) | 0.0 | $482k | 676.00 | 713.21 |
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| Goldman Sachs (GS) | 0.0 | $470k | 464.00 | 1012.00 |
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| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 0.0 | $467k | -25% | 1.8k | 266.71 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $464k | +7% | 926.00 | 501.37 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $463k | +20% | 7.9k | 58.92 |
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| Bristol Myers Squibb (BMY) | 0.0 | $458k | 8.0k | 57.62 |
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| Linde SHS (LIN) | 0.0 | $450k | +15% | 868.00 | 518.94 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $442k | -3% | 1.8k | 242.43 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $432k | +30% | 8.1k | 53.11 |
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| Northwestern Energy Group In Com New (NWE) | 0.0 | $428k | 6.0k | 71.63 |
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| Lowe's Companies (LOW) | 0.0 | $425k | 1.9k | 220.49 |
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| Western Digital (WDC) | 0.0 | $416k | +2003% | 652.00 | 638.72 |
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| McKesson Corporation (MCK) | 0.0 | $410k | +2% | 543.00 | 755.60 |
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| General Mills (GIS) | 0.0 | $408k | 12k | 34.80 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $395k | +2% | 7.4k | 53.61 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $393k | 3.6k | 110.32 |
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| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $391k | 9.2k | 42.78 |
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| Jefferies Finl Group (JEF) | 0.0 | $377k | 7.5k | 49.98 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $370k | +70% | 2.4k | 156.95 |
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| Stryker Corporation (SYK) | 0.0 | $348k | +2% | 1.1k | 314.75 |
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| Nextera Energy (NEE) | 0.0 | $336k | +5% | 3.8k | 87.77 |
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| Mongodb Cl A (MDB) | 0.0 | $336k | 1.0k | 335.90 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $335k | NEW | 2.0k | 170.86 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $331k | 2.1k | 156.97 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $328k | -3% | 896.00 | 365.87 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $328k | +507% | 3.5k | 94.57 |
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| Ishares Tr Msci India Etf (INDA) | 0.0 | $327k | 6.6k | 49.39 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.0 | $326k | 11k | 29.32 |
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| Zions Bancorporation (ZION) | 0.0 | $325k | 4.7k | 69.19 |
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| Wells Fargo & Company (WFC) | 0.0 | $324k | +10% | 3.9k | 82.64 |
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| Kla Corp Com New (KLAC) | 0.0 | $319k | +3426% | 1.1k | 301.71 |
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| BP Sponsored Adr (BP) | 0.0 | $317k | 8.6k | 36.95 |
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| AutoZone (AZO) | 0.0 | $316k | +7% | 99.00 | 3195.95 |
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| Pfizer (PFE) | 0.0 | $314k | +6% | 13k | 24.08 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $314k | +3% | 2.7k | 116.67 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $310k | +57% | 3.8k | 82.11 |
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| Nucor Corporation (NUE) | 0.0 | $304k | -8% | 1.4k | 222.70 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $295k | 1.2k | 242.99 |
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| Electronic Arts (EA) | 0.0 | $295k | +9% | 1.4k | 205.04 |
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| Manulife Finl Corp (MFC) | 0.0 | $292k | 7.2k | 40.51 |
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| Iren Ordinary Shares (IREN) | 0.0 | $290k | 6.4k | 45.73 |
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| Ensign (ENSG) | 0.0 | $287k | 1.8k | 160.30 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $282k | 8.5k | 33.29 |
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| Pinnacle West Capital Corporation (PNW) | 0.0 | $280k | 2.6k | 107.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $280k | +12% | 563.00 | 496.73 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $278k | +15% | 3.7k | 75.45 |
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| Comfort Systems USA (FIX) | 0.0 | $278k | +118% | 140.00 | 1981.95 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.0 | $269k | 8.8k | 30.46 |
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| PPL Corporation (PPL) | 0.0 | $264k | +2% | 7.3k | 36.35 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $261k | +1787% | 4.0k | 65.61 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $261k | 7.7k | 33.84 |
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| Eaton Corp SHS (ETN) | 0.0 | $260k | +13% | 610.00 | 426.12 |
|
| Waste Management (WM) | 0.0 | $260k | -7% | 1.2k | 222.88 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $258k | 3.0k | 85.75 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $257k | 1.2k | 217.96 |
|
|
| FedEx Corporation (FDX) | 0.0 | $255k | +3% | 814.00 | 313.14 |
|
| UnitedHealth (UNH) | 0.0 | $255k | +22% | 613.00 | 415.46 |
|
| Nautilus Biotechnology (NAUT) | 0.0 | $254k | 136k | 1.87 |
|
|
| Pepsi (PEP) | 0.0 | $252k | +2% | 1.9k | 135.40 |
|
| Walt Disney Company (DIS) | 0.0 | $251k | -14% | 2.6k | 96.28 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $251k | 4.6k | 54.03 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $251k | +14% | 492.00 | 509.46 |
|
| Yum! Brands (YUM) | 0.0 | $250k | -2% | 1.6k | 159.86 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $248k | 12k | 21.45 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $247k | 1.6k | 158.03 |
|
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.0 | $241k | NEW | 6.1k | 39.75 |
|
| Syntec Optics Hldgs *w Exp 99/99/999 (OPTXW) | 0.0 | $237k | +151% | 93k | 2.55 |
|
| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.0 | $236k | 3.1k | 76.16 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $236k | 3.2k | 74.40 |
|
|
| Fortinet (FTNT) | 0.0 | $233k | +13% | 1.5k | 153.62 |
|
| Harbor Etf Trust Comm All Wea Etf (HGER) | 0.0 | $231k | NEW | 7.9k | 29.34 |
|
| Norfolk Southern (NSC) | 0.0 | $228k | +5% | 725.00 | 314.59 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $227k | +117% | 3.8k | 59.71 |
|
| S&p Global (SPGI) | 0.0 | $222k | +17% | 545.00 | 407.26 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $221k | +4% | 1.9k | 117.28 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $214k | +27% | 2.8k | 75.51 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $214k | +111% | 1.8k | 118.99 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $213k | 11k | 20.06 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $211k | 6.8k | 31.10 |
|
|
| Lifeway Foods (LWAY) | 0.0 | $209k | NEW | 7.0k | 29.84 |
|
| J P Morgan Exchange Traded F Beta Cda Etf New (BBCA) | 0.0 | $209k | 2.1k | 99.40 |
|
|
| Branchout Food (BOF) | 0.0 | $208k | +80% | 45k | 4.60 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $207k | 2.3k | 89.02 |
|
|
| PPG Industries (PPG) | 0.0 | $205k | 1.7k | 121.29 |
|
|
| Okta Cl A (OKTA) | 0.0 | $205k | +50% | 1.5k | 136.45 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $204k | 1.7k | 117.02 |
|
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.0 | $203k | +10% | 3.0k | 68.01 |
|
| Laird Superfood Com Stk (LSF) | 0.0 | $202k | 43k | 4.70 |
|
|
| salesforce (CRM) | 0.0 | $200k | 1.3k | 156.68 |
|
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $197k | NEW | 1.4k | 141.89 |
|
| Wayfair Cl A (W) | 0.0 | $194k | 2.1k | 92.42 |
|
|
| Palladyne Ai Corp Com New (PDYN) | 0.0 | $189k | 31k | 6.08 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $189k | -2% | 7.7k | 24.55 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $187k | +5% | 557.00 | 334.82 |
|
| Astrazeneca Ord (AZN) | 0.0 | $183k | +3% | 967.00 | 189.62 |
|
| Heico Corp Cl A (HEI.A) | 0.0 | $181k | +17% | 702.00 | 257.91 |
|
| Uber Technologies (UBER) | 0.0 | $179k | +18% | 2.5k | 72.16 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.0 | $179k | +5% | 521.00 | 342.83 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.0 | $179k | 1.8k | 98.59 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $177k | +4% | 629.00 | 281.03 |
|
| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.0 | $176k | 5.1k | 34.62 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $176k | +100% | 3.1k | 56.16 |
|
| Honeywell International (HON) | 0.0 | $175k | NEW | 780.00 | 223.90 |
|
Past Filings by Crewe Advisors
SEC 13F filings are viewable for Crewe Advisors going back to 2017
- Crewe Advisors 2026 Q2 filed July 24, 2026
- 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