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 39.44% of Crewe Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$33M), MSFT (+$21M), CVX (+$19M), AAPL (+$13M), TSLA (+$9.7M), AMD (+$7.5M), GOOG (+$6.4M), AMZN (+$5.4M), V (+$5.3M), GOOGL.
- Started 623 new stock positions in PNC, AMZN, TCPC, RF, WD, PGR, EFV, ORLY, CP, CRWD.
- Reduced shares in these 10 stocks: ENSG (-$14M), PNTG (-$7.4M), WCN, IWM, PFF, VSGX, XLF, EEM, SCHD, QUAL.
- Sold out of its positions in ARKQ, AYI, AFRM, AXL, COLD, APLS, AAOI, ARDX, AIP, Aurora Cannabis.
- Crewe Advisors was a net buyer of stock by $199M.
- Crewe Advisors has $858M in assets under management (AUM), dropping by 35.77%.
- Central Index Key (CIK): 0001730033
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Portfolio Holdings for Crewe Advisors
Crewe Advisors holds 927 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Crewe Advisors has 927 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Crewe Advisors March 31, 2024 positions
- Download the Crewe Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ensign (ENSG) | 16.0 | $137M | -9% | 1.1M | 124.42 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 8.8 | $76M | +2% | 144k | 525.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.8 | $49M | 94k | 523.07 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 4.7 | $41M | +408% | 670k | 60.74 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.1 | $36M | 56.00 | 634440.00 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 3.4 | $29M | 316k | 93.19 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.2 | $28M | +5% | 382k | 72.63 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 3.2 | $28M | 671k | 40.93 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.1 | $27M | 48k | 556.40 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 3.0 | $26M | -3% | 447k | 57.47 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 2.8 | $24M | 106k | 228.59 |
|
|
| Microsoft Corporation (MSFT) | 2.5 | $21M | NEW | 51k | 420.72 |
|
| Chevron Corporation (CVX) | 2.2 | $19M | NEW | 121k | 157.74 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 2.1 | $18M | -12% | 84k | 210.30 |
|
| Pennant Group (PNTG) | 1.7 | $14M | -34% | 731k | 19.63 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $14M | 186k | 74.22 |
|
|
| Apple (AAPL) | 1.6 | $13M | NEW | 78k | 171.48 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.4 | $12M | +15% | 25k | 480.69 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.4 | $12M | 23k | 524.34 |
|
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $11M | +52% | 106k | 107.60 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.2 | $10M | 204k | 50.45 |
|
|
| Tesla Motors (TSLA) | 1.1 | $9.7M | NEW | 55k | 175.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $8.4M | +12% | 19k | 444.00 |
|
| Advanced Micro Devices (AMD) | 0.9 | $7.5M | NEW | 42k | 180.49 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $6.9M | -21% | 214k | 32.23 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $6.4M | NEW | 42k | 152.26 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $5.8M | +103% | 52k | 110.52 |
|
| Amazon (AMZN) | 0.6 | $5.4M | NEW | 30k | 180.38 |
|
| Visa Com Cl A (V) | 0.6 | $5.3M | NEW | 19k | 279.08 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $5.2M | 65k | 79.86 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.0M | +7% | 12k | 420.52 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.6M | NEW | 31k | 150.93 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.8M | 90k | 41.77 |
|
|
| Moody's Corporation (MCO) | 0.4 | $3.6M | NEW | 9.1k | 393.03 |
|
| NVIDIA Corporation (NVDA) | 0.4 | $3.5M | NEW | 3.8k | 903.57 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.4M | NEW | 29k | 116.24 |
|
| Meta Platforms Cl A (META) | 0.4 | $3.1M | NEW | 6.5k | 485.58 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $3.1M | 60k | 51.60 |
|
|
| Netflix (NFLX) | 0.3 | $3.0M | NEW | 4.9k | 607.33 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $2.8M | 11k | 259.89 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $2.6M | 45k | 58.06 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $2.5M | -7% | 7.5k | 337.05 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $2.3M | -14% | 29k | 80.63 |
|
| Intel Corporation (INTC) | 0.3 | $2.3M | NEW | 52k | 44.17 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $2.1M | +130% | 26k | 80.51 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $2.0M | +7% | 32k | 63.33 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | NEW | 2.7k | 732.63 |
|
| Home Depot (HD) | 0.2 | $1.9M | NEW | 5.0k | 383.60 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.8M | NEW | 9.0k | 200.29 |
|
| TJX Companies (TJX) | 0.2 | $1.7M | NEW | 17k | 101.42 |
|
| Arista Networks (ANET) | 0.2 | $1.6M | NEW | 5.6k | 289.98 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.6M | NEW | 9.6k | 162.25 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.5M | 7.2k | 208.27 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.4M | +3% | 29k | 50.17 |
|
| Merck & Co (MRK) | 0.2 | $1.4M | NEW | 11k | 131.95 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.3M | +22% | 23k | 57.86 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $1.3M | NEW | 2.6k | 504.60 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $1.3M | NEW | 2.7k | 481.48 |
|
| American Express Company (AXP) | 0.1 | $1.3M | NEW | 5.6k | 227.71 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.3M | +58% | 6.9k | 182.61 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.2M | 14k | 86.48 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | NEW | 1.5k | 777.96 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $1.2M | -25% | 28k | 41.08 |
|
| Broadcom (AVGO) | 0.1 | $1.1M | NEW | 821.00 | 1325.41 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $1.1M | 4.3k | 249.89 |
|
|
| Sandstorm Gold Com New (SAND) | 0.1 | $1.0M | 200k | 5.25 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $1.0M | NEW | 3.0k | 347.33 |
|
| Shell Spon Ads (SHEL) | 0.1 | $1.0M | NEW | 15k | 67.04 |
|
| UnitedHealth (UNH) | 0.1 | $1.0M | NEW | 2.1k | 494.70 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | 4.9k | 205.72 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $963k | 16k | 62.06 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $939k | NEW | 1.6k | 581.21 |
|
| International Business Machines (IBM) | 0.1 | $898k | NEW | 4.7k | 190.96 |
|
| General Mills (GIS) | 0.1 | $841k | NEW | 12k | 69.97 |
|
| Oracle Corporation (ORCL) | 0.1 | $838k | NEW | 6.7k | 125.61 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $810k | NEW | 6.2k | 131.37 |
|
| AutoNation (AN) | 0.1 | $788k | 4.8k | 165.58 |
|
|
| Boeing Company (BA) | 0.1 | $749k | NEW | 3.9k | 192.99 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $737k | 4.2k | 175.27 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $729k | NEW | 9.4k | 77.17 |
|
| Applied Materials (AMAT) | 0.1 | $643k | NEW | 3.1k | 206.23 |
|
| Ameriprise Financial (AMP) | 0.1 | $626k | NEW | 1.4k | 438.44 |
|
| Johnson & Johnson (JNJ) | 0.1 | $618k | NEW | 3.9k | 158.19 |
|
| Caterpillar (CAT) | 0.1 | $606k | NEW | 1.7k | 366.43 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $602k | 2.0k | 300.08 |
|
|
| salesforce (CRM) | 0.1 | $600k | NEW | 2.0k | 301.18 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $590k | NEW | 6.0k | 97.53 |
|
| Abbvie (ABBV) | 0.1 | $582k | NEW | 3.2k | 182.10 |
|
| General Electric Com New (GE) | 0.1 | $558k | NEW | 3.2k | 175.53 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $542k | +6% | 3.7k | 147.74 |
|
| Booking Holdings (BKNG) | 0.1 | $541k | NEW | 149.00 | 3627.89 |
|
| Lowe's Companies (LOW) | 0.1 | $536k | NEW | 2.1k | 254.73 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $524k | +9% | 4.0k | 131.24 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $523k | NEW | 4.5k | 115.35 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $520k | NEW | 5.4k | 96.71 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $511k | 5.2k | 97.94 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $509k | +95% | 5.4k | 94.41 |
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $508k | 10k | 50.67 |
|
|
| Intuit (INTU) | 0.1 | $505k | NEW | 777.00 | 650.00 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $494k | +5% | 8.1k | 61.05 |
|
| McKesson Corporation (MCK) | 0.1 | $488k | NEW | 908.00 | 536.85 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $486k | NEW | 9.0k | 54.23 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $476k | 4.7k | 100.53 |
|
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $468k | NEW | 4.0k | 115.81 |
|
| Walt Disney Company (DIS) | 0.1 | $466k | NEW | 3.8k | 122.37 |
|
| Wal-Mart Stores (WMT) | 0.1 | $464k | NEW | 7.7k | 60.17 |
|
| Palo Alto Networks (PANW) | 0.1 | $449k | NEW | 1.6k | 284.13 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $442k | NEW | 2.5k | 174.21 |
|
| Cisco Systems (CSCO) | 0.1 | $434k | NEW | 8.7k | 49.91 |
|
| McDonald's Corporation (MCD) | 0.0 | $424k | NEW | 1.5k | 281.95 |
|
| Amgen (AMGN) | 0.0 | $422k | NEW | 1.5k | 284.32 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $422k | 1.1k | 397.76 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $419k | 2.5k | 169.37 |
|
|
| Pfizer (PFE) | 0.0 | $409k | NEW | 15k | 27.75 |
|
| Stryker Corporation (SYK) | 0.0 | $407k | NEW | 1.1k | 357.78 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.0 | $399k | NEW | 9.2k | 43.56 |
|
| Suncor Energy (SU) | 0.0 | $398k | NEW | 11k | 36.91 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $398k | +14% | 3.8k | 104.73 |
|
| Bank of America Corporation (BAC) | 0.0 | $388k | NEW | 10k | 37.92 |
|
| S&p Global (SPGI) | 0.0 | $387k | NEW | 909.00 | 425.45 |
|
| BP Sponsored Adr (BP) | 0.0 | $374k | +3% | 9.9k | 37.68 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $369k | NEW | 24k | 15.38 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $367k | -24% | 4.1k | 89.67 |
|
| Honeywell International (HON) | 0.0 | $365k | NEW | 1.8k | 205.25 |
|
| Mongodb Cl A (MDB) | 0.0 | $363k | NEW | 1.0k | 358.64 |
|
| Microchip Technology (MCHP) | 0.0 | $352k | NEW | 3.9k | 89.71 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $342k | -56% | 8.1k | 42.12 |
|
| Linde SHS (LIN) | 0.0 | $339k | NEW | 730.00 | 464.32 |
|
| Nextera Energy (NEE) | 0.0 | $336k | NEW | 5.3k | 63.91 |
|
| Allstate Corporation (ALL) | 0.0 | $336k | NEW | 1.9k | 173.01 |
|
| Waste Management (WM) | 0.0 | $334k | NEW | 1.6k | 213.15 |
|
| Illumina (ILMN) | 0.0 | $333k | NEW | 2.4k | 137.32 |
|
| Jefferies Finl Group (JEF) | 0.0 | $333k | 7.5k | 44.10 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $330k | +54% | 3.9k | 84.44 |
|
| Eaton Corp SHS (ETN) | 0.0 | $317k | NEW | 1.0k | 312.68 |
|
| Verizon Communications (VZ) | 0.0 | $315k | NEW | 7.5k | 41.96 |
|
| 3M Company (MMM) | 0.0 | $305k | NEW | 2.9k | 106.07 |
|
| Wells Fargo & Company (WFC) | 0.0 | $302k | NEW | 5.2k | 57.96 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $300k | 7.7k | 39.02 |
|
|
| Wec Energy Group (WEC) | 0.0 | $299k | NEW | 3.6k | 82.12 |
|
| PPG Industries (PPG) | 0.0 | $288k | NEW | 2.0k | 144.90 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $285k | -3% | 2.5k | 111.71 |
|
| Spectrum Brands Holding (SPB) | 0.0 | $268k | 3.0k | 89.01 |
|
|
| Pepsi (PEP) | 0.0 | $266k | NEW | 1.5k | 175.01 |
|
| Union Pacific Corporation (UNP) | 0.0 | $263k | NEW | 1.1k | 245.93 |
|
| Morgan Stanley Com New (MS) | 0.0 | $257k | NEW | 2.7k | 94.16 |
|
| Smith & Nephew Spdn Adr New (SNN) | 0.0 | $254k | 10k | 25.36 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $250k | NEW | 1.9k | 131.71 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $250k | -2% | 2.8k | 89.90 |
|
| United Parcel Service CL B (UPS) | 0.0 | $249k | NEW | 1.7k | 148.63 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $247k | NEW | 542.00 | 454.87 |
|
| AutoZone (AZO) | 0.0 | $236k | NEW | 75.00 | 3151.65 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $233k | +160% | 2.1k | 110.13 |
|
| FedEx Corporation (FDX) | 0.0 | $229k | NEW | 791.00 | 289.74 |
|
| Qualcomm (QCOM) | 0.0 | $227k | NEW | 1.3k | 169.30 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $226k | NEW | 913.00 | 247.77 |
|
| Fiserv (FI) | 0.0 | $224k | NEW | 1.4k | 159.82 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $222k | +43300% | 2.2k | 102.39 |
|
| Philip Morris International (PM) | 0.0 | $222k | NEW | 2.4k | 91.62 |
|
| Uber Technologies (UBER) | 0.0 | $219k | NEW | 2.8k | 76.99 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $219k | NEW | 457.00 | 478.66 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $216k | 4.3k | 50.93 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $216k | NEW | 517.00 | 418.01 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $215k | -58% | 1.3k | 164.35 |
|
| Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) | 0.0 | $212k | NEW | 2.4k | 89.20 |
|
| Micron Technology (MU) | 0.0 | $207k | NEW | 1.8k | 117.89 |
|
| Starbucks Corporation (SBUX) | 0.0 | $207k | NEW | 2.3k | 91.39 |
|
| Nike CL B (NKE) | 0.0 | $201k | NEW | 2.1k | 93.98 |
|
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $195k | 2.9k | 66.26 |
|
|
| ConocoPhillips (COP) | 0.0 | $195k | NEW | 1.5k | 127.28 |
|
| Prologis (PLD) | 0.0 | $194k | NEW | 1.5k | 130.22 |
|
| Citigroup Com New (C) | 0.0 | $192k | NEW | 3.0k | 63.24 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $192k | +2170% | 12k | 15.73 |
|
| Adaptive Biotechnologies Cor (ADPT) | 0.0 | $190k | 59k | 3.21 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $189k | +2700% | 4.2k | 45.00 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $186k | 3.6k | 51.28 |
|
|
| BlackRock (BLK) | 0.0 | $186k | NEW | 223.00 | 832.82 |
|
| Norfolk Southern (NSC) | 0.0 | $185k | NEW | 724.00 | 254.87 |
|
| Starwood Property Trust (STWD) | 0.0 | $183k | NEW | 9.0k | 20.33 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $182k | NEW | 2.1k | 85.74 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $180k | NEW | 4.2k | 43.35 |
|
| Manulife Finl Corp (MFC) | 0.0 | $180k | 7.2k | 24.99 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $179k | 4.6k | 38.47 |
|
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.0 | $178k | 3.8k | 46.53 |
|
|
| Oneok (OKE) | 0.0 | $178k | NEW | 2.2k | 80.17 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $178k | 993.00 | 179.11 |
|
|
| Pioneer Natural Resources | 0.0 | $173k | NEW | 659.00 | 262.50 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $172k | NEW | 865.00 | 199.25 |
|
| Electronic Arts (EA) | 0.0 | $171k | NEW | 1.3k | 132.67 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $171k | NEW | 176.00 | 970.47 |
|
| Coca-Cola Company (KO) | 0.0 | $169k | NEW | 2.8k | 61.18 |
|
| Cummins (CMI) | 0.0 | $168k | NEW | 570.00 | 294.65 |
|
| Moderna (MRNA) | 0.0 | $167k | NEW | 1.6k | 106.56 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $166k | 1.5k | 110.50 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $164k | 1.4k | 116.84 |
|
|
| First Financial Bankshares (FFIN) | 0.0 | $163k | +2% | 5.0k | 32.81 |
|
| At&t (T) | 0.0 | $163k | NEW | 9.3k | 17.60 |
|
| Danaher Corporation (DHR) | 0.0 | $162k | NEW | 648.00 | 249.72 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $161k | NEW | 403.00 | 399.09 |
|
| Servicenow (NOW) | 0.0 | $160k | NEW | 210.00 | 762.40 |
|
| Targa Res Corp (TRGP) | 0.0 | $160k | NEW | 1.4k | 111.99 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $159k | 1.6k | 101.41 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $156k | -13% | 960.00 | 162.86 |
|
| Xylem (XYL) | 0.0 | $155k | NEW | 1.2k | 129.24 |
|
| Zoetis Cl A (ZTS) | 0.0 | $154k | NEW | 911.00 | 169.21 |
|
| Zions Bancorporation (ZION) | 0.0 | $153k | -18% | 3.5k | 43.40 |
|
| Skyworks Solutions (SWKS) | 0.0 | $153k | NEW | 1.4k | 108.32 |
|
| Ecolab (ECL) | 0.0 | $151k | NEW | 655.00 | 230.90 |
|
| Kroger (KR) | 0.0 | $151k | NEW | 2.6k | 57.13 |
|
| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.0 | $151k | -4% | 2.5k | 59.40 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $150k | 608.00 | 247.41 |
|
|
| Green Plains Renewable Energy (GPRE) | 0.0 | $150k | NEW | 6.5k | 23.12 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.0 | $149k | 9.9k | 14.98 |
|
|
| Ads Tec Energy SHS (ADSE) | 0.0 | $149k | NEW | 14k | 10.48 |
|
| Goldman Sachs (GS) | 0.0 | $148k | NEW | 354.00 | 418.01 |
|
| Barings Bdc (BBDC) | 0.0 | $147k | NEW | 16k | 9.30 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $146k | NEW | 2.1k | 70.00 |
|
| Carrier Global Corporation (CARR) | 0.0 | $146k | NEW | 2.5k | 58.13 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $145k | NEW | 417.00 | 346.61 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $144k | 785.00 | 183.89 |
|
|
| PNC Financial Services (PNC) | 0.0 | $144k | NEW | 889.00 | 161.60 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $143k | +3% | 1.2k | 123.14 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.0 | $142k | 1.9k | 75.48 |
|
|
| Walker & Dunlop (WD) | 0.0 | $142k | NEW | 1.4k | 101.06 |
|
| Gilead Sciences (GILD) | 0.0 | $141k | NEW | 1.9k | 73.25 |
|
| Cadence Design Systems (CDNS) | 0.0 | $139k | NEW | 446.00 | 311.28 |
|
| Thomson Reuters Corp. (TRI) | 0.0 | $138k | NEW | 885.00 | 155.83 |
|
| Crown Castle Intl (CCI) | 0.0 | $136k | NEW | 1.3k | 105.83 |
|
| Dollar Tree (DLTR) | 0.0 | $134k | NEW | 1.0k | 133.15 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $133k | 691.00 | 191.88 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $133k | NEW | 2.0k | 67.75 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $132k | +62% | 1.4k | 92.42 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $131k | 5.1k | 25.78 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $131k | +5% | 701.00 | 186.81 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $131k | NEW | 1.3k | 99.27 |
|
| Medtronic SHS (MDT) | 0.0 | $129k | NEW | 1.5k | 87.15 |
|
| Illinois Tool Works (ITW) | 0.0 | $129k | NEW | 479.00 | 268.33 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $126k | -26% | 4.0k | 31.62 |
|
| Abbott Laboratories (ABT) | 0.0 | $125k | NEW | 1.1k | 113.66 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $125k | 1.5k | 81.78 |
|
|
| Toast Cl A (TOST) | 0.0 | $125k | NEW | 5.0k | 24.92 |
|
| CMS Energy Corporation (CMS) | 0.0 | $124k | NEW | 2.0k | 60.34 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $123k | NEW | 1.3k | 96.73 |
|
| General Dynamics Corporation (GD) | 0.0 | $123k | NEW | 435.00 | 282.49 |
|
| Cme (CME) | 0.0 | $120k | NEW | 559.00 | 215.29 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.0 | $120k | +3461% | 3.7k | 32.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) | 0.0 | $120k | 1.0k | 115.10 |
|
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.0 | $118k | NEW | 3.8k | 31.16 |
|
| PPL Corporation (PPL) | 0.0 | $118k | NEW | 4.3k | 27.53 |
|
| Domo Com Cl B (DOMO) | 0.0 | $117k | +10% | 13k | 8.92 |
|
Past Filings by Crewe Advisors
SEC 13F filings are viewable for Crewe Advisors going back to 2017
- 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
- Crewe Advisors 2020 Q2 filed July 24, 2020