Crewe-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "JWN",
  "NWE",
  "PINS",
  "TREX",
  "ARES",
  "HOOD",
  "INVA",
  "TEM",
  "MC",
  "QRVO",
  "GDX",
  null,
  null,
  "SNDR",
  "NLY",
  "ALHC",
  null,
  "AAL",
  null,
  "AKAM",
  null,
  "H",
  "MP",
  null,
  null,
  "RF",
  "QSR",
  "ONON",
  "ATKR",
  "ARM",
  "FWONK",
  "SNOW",
  "MU",
  null,
  "MPLX",
  "ITT",
  "MMM",
  "MBC",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "MWA",
  "MAIN",
  "JEF",
  null,
  "ALL",
  "RIOT",
  "PXF",
  "VTS",
  "AXP",
  null,
  "ABG",
  "SCHH",
  "AFRM",
  "TEAM",
  "T",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "ARCC",
  "FCEL",
  "BBDC",
  "BIDU",
  null,
  "BSX",
  "IAC",
  null,
  "DBEF",
  "LFVN",
  null,
  "CCI",
  "COF",
  "CMI",
  "PHG",
  null,
  null,
  "NMRK",
  "DUK",
  null,
  "D",
  "NICE",
  null,
  "DT",
  null,
  "PTY",
  null,
  "RYAAY",
  "PSEC",
  "SAND",
  null,
  "SPB",
  "EOG",
  "EXPD",
  null,
  null,
  null,
  "FFIN",
  "BATRA",
  "FERG",
  "ADPT",
  "SGMO",
  "FITB",
  "IBKR",
  "RWAY",
  "SCM",
  "MNMD",
  "GD",
  "IREN",
  "GILD",
  null,
  "GIS",
  "ATAI",
  "HON",
  null,
  "BLDP",
  "HPQ",
  null,
  null,
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  "EVTV",
  "FBIN",
  "EVV",
  null,
  "GERN",
  "UNP",
  "FULT",
  "GBCI",
  "GLPI",
  "IPGP",
  "FUBO",
  null,
  "ISRG",
  "HG",
  "HUBS",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  "JSPR",
  null,
  "MUB",
  null,
  null,
  "MNKD",
  "MYGN",
  null,
  null,
  "IVW",
  "IJH",
  "RDZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
  "CYBN",
  "KNSL",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  null,
  "KOSS",
  "ENSG",
  "LPTH",
  null,
  null,
  "SYM",
  "MMC",
  null,
  "MRVL",
  "MDT",
  "APA",
  "MAA",
  null,
  "MDLZ",
  "EQIX",
  "EQT",
  "EPR",
  "EXC",
  "EVR",
  "EVRG",
  "FCNCA",
  null,
  null,
  "FND",
  "FTV",
  "GTLB",
  "GMS",
  null,
  null,
  "NI",
  "HEI",
  "HES",
  "HAS",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  null,
  "ORLY",
  "ICLR",
  "EMN",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  null,
  "VHT",
  null,
  "REG",
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  "GBDC",
  "IVV",
  null,
  "MRCC",
  "IYR",
  "PHM",
  "DOW",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "KEYS",
  null,
  "MKC",
  "MDB",
  "AMGN",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
  "PPG",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SLB",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "SPLG",
  "IBM",
  "SSNC",
  "SYK",
  "SNPS",
  "TEL",
  "TPR",
  "TXN",
  "TGT",
  "TJX",
  "TFC",
  "TRV",
  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
  "NEM",
  "ARR",
  "DTM",
  "VXF",
  "AGNC",
  "ASH",
  "LTC",
  "SOUN",
  "RCL",
  "EIG",
  "VOE",
  "MRNA",
  "SCHW",
  "ALC",
  "ASBP",
  null,
  null,
  "ACWV",
  "PNW",
  "STAG",
  "PEO",
  "VWO",
  "VSS",
  null,
  "IWV",
  "HR",
  "LPX",
  null,
  "ADSE",
  "PACS",
  "PRF",
  null,
  null,
  null,
  "EPRT",
  "AEO",
  "APLE",
  null,
  "PNTG",
  "TTE",
  null,
  null,
  "TOST",
  "TXT",
  "LGIH",
  "XLB",
  "SU",
  "WY",
  null,
  "GDDY",
  null,
  "SNY",
  "IEF",
  "GGG",
  null,
  "GSK",
  null,
  "OHI",
  "GPN",
  null,
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "FSK",
  "VYM",
  null,
  "GPRE",
  "DD",
  "VRTX",
  "K",
  "EW",
  "LOPE",
  "VRT",
  "MTG",
  "PRGO",
  "SLGN",
  "MKSI",
  "ADSK",
  "SFM",
  "GM",
  "APTV",
  "ACGL",
  "STWD",
  "AVY",
  "AFL",
  "THO",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "IR",
  "MIDD",
  "NCLH",
  "FOUR",
  "TTC",
  null,
  "CAH",
  "AEP",
  "BKR",
  "CMPS",
  "FTRE",
  "IBP",
  "IFF",
  null,
  "JBLU",
  "INSG",
  null,
  "INSW",
  "KT",
  "BIPC",
  null,
  "IEX",
  "DHI",
  "VIGI",
  "SCHB",
  "TTWO",
  "CMS",
  "CLF",
  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  null,
  "IVZ",
  "OVV",
  "ESGD",
  null,
  "AMC",
  null,
  "KD",
  "HIMS",
  "BBCA",
  "SG",
  null,
  "PDD",
  null,
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VEA",
  "VYMI",
  null,
  "VTWO",
  "MGV",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "VEEV",
  "VRSN",
  "VTRS",
  "VKTX",
  "WD",
  "W",
  "WBD",
  null,
  "WMT",
  "WCC",
  "WEN",
  "WTW",
  null,
  null,
  "KLG",
  "WPC",
  "WYNN",
  "YUMC",
  "YUM",
  "SOLV",
  null,
  null,
  "BBEU",
  "DTE",
  "OC",
  "GRMN",
  "ONTO",
  "PTC",
  null,
  "FNF",
  "G",
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "JBHT",
  "LEA",
  "DEI",
  "LADR",
  null,
  "NSC",
  "LBRDK",
  "JCI",
  "NXPI",
  "HST",
  "LH",
  "MFC",
  "KDP",
  "MKL",
  "MGM",
  "SO",
  null,
  "TPC",
  "PPL",
  null,
  "PSX",
  "SFL",
  "CRM",
  "SWKS",
  "SNAP",
  null,
  null,
  "S",
  null,
  "SYY",
  "DIA",
  null,
  "TPG",
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "ZION",
  "GEV",
  "ARLP",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "GWW",
  null,
  null,
  "PSA",
  "NUE",
  "NRG",
  "FDX",
  "STM",
  null,
  "AN",
  "AZO",
  "AZZ",
  "BMO",
  "BCS",
  "BRK-A",
  "BRK-B",
  "BAX",
  "BDX",
  "BKH",
  "BNTX",
  "BILL",
  "BBY",
  "BMRN",
  null,
  "OWL",
  "BWA",
  "BTI",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "CACI",
  "CCJ",
  "CNI",
  "CDNS",
  "CWST",
  "CG",
  "CCL",
  "CTRE",
  "CSL",
  "CE",
  "CBRE",
  "CDW",
  "CNP",
  "CELH",
  "CIM",
  "LNG",
  "CB",
  "CMG",
  "CFG",
  "CLOV",
  "CLX",
  "CME",
  null,
  "KO",
  "CCEP",
  "CDE",
  "FIX",
  "CMCSA",
  "CTSH",
  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "CTVA",
  "CRWD",
  "CCK",
  "CFR",
  "DHR",
  "DDOG",
  "DELL",
  "DAR",
  "DE",
  "DVN",
  "DAL",
  "DFS",
  "DOCU",
  "DOMO",
  "RSP",
  "EWJ",
  null,
  "IJT",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "VMC",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "PH",
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "MCHP",
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 716
Total Value: 711561221
Accession Number: 0001730033-25-000002
Form Type: 13F-HR
CIK: crewe-advisors
Manager Name: Crewe-Advisors

Data Enrichment

79% identified

566 identified150 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

716 positions • $711,561.221K total value

716 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 10 of 36

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COCA COLA CO

KO|191216100

Shares:1.6K

Value:$116.4K

Goldman Sachs BDC, Inc.

GSBD|38147U107

Shares:9.9K

Value:$115.6K

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:605

Value:$115.0K

921946406

VYM|921946406

Shares:891

Value:$114.9K

Energy Transfer LP

ET|29273V100

Shares:6.1K

Value:$114.3K

COLGATE PALMOLIVE CO

CL|194162103

Shares:1.2K

Value:$113.0K

MPLX LP

MPLX|55336V100

Shares:2.1K

Value:$111.8K

Shift4 Payments, Inc.

FOUR|82452J109

Shares:1.4K

Value:$110.9K

Mondelez International, Inc.

MDLZ|609207105

Shares:1.6K

Value:$110.8K

922908538

VOT|922908538

Shares:452

Value:$110.6K

W.W. GRAINGER, INC.

GWW|384802104

Shares:110

Value:$108.7K

MIDDLEBY Corp

MIDD|596278101

Shares:710

Value:$107.9K

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:217

Value:$107.5K

CONOCOPHILLIPS

COP|20825C104

Shares:1.0K

Value:$107.2K

MARKEL GROUP INC.

MKL|570535104

Shares:56

Value:$104.7K

92189F643

Shares:1.2K

Value:$104.0K

Constellation Energy Corp

CEG|21037T109

Shares:514

Value:$103.6K

808524706

Shares:3.7K

Value:$101.8K

92203C303

VUSB|92203C303

Shares:2.0K

Value:$101.4K

46138G664

Shares:2.5K

Value:$100.7K

Instrument	Shares		Other Manager	Value
COCA COLA CO(KOcusip191216100)	1.6K	QoQ -9.16% (-164) YoY -41.25% (-1.1K)	All Managers (Combined)	$116.4K	QoQ +4.48% (-$5.0K) YoY -31.22% (-$52.8K)
Goldman Sachs BDC, Inc.(GSBDcusip38147U107)	9.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$115.6K	QoQ -3.88% (-$4.7K) YoY -22.36% (-$33.3K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	605	QoQ -2.41% (-15) YoY -33.73% (-308)	All Managers (Combined)	$115.0K	QoQ -10.77% (-$13.9K) YoY -49.16% (-$111.2K)
(VYMcusip921946406)	891	QoQ 0.00% (+0) YoY -1.21% (-11)	All Managers (Combined)	$114.9K	QoQ +1.07% (+$1.2K) YoY +5.28% (-$5.8K)
Energy Transfer LP(ETcusip29273V100)	6.1K	QoQ +695.34% (+5.4K) YoY -49.58% (-6.0K)	All Managers (Combined)	$114.3K	QoQ +654.70% (+$99.1K) YoY -40.41% (-$77.5K)
COLGATE PALMOLIVE CO(CLcusip194162103)	1.2K	QoQ -4.36% (-55) YoY -4.51% (-57)	All Managers (Combined)	$113.0K	QoQ -1.42% (-$1.6K) YoY -0.64% (-$731)
MPLX LP(MPLXcusip55336V100)	2.1K	QoQ +1.75% (+36) YoY +112.84% (+1.1K)	All Managers (Combined)	$111.8K	QoQ +13.80% (+$13.6K) YoY +174.14% (+$71.0K)
Shift4 Payments, Inc.(FOURcusip82452J109)	1.4K	QoQ +2.03% (-27) YoY +2.03% (+27)	All Managers (Combined)	$110.9K	QoQ -19.66% (-$27.1K) YoY +26.18% (+$23.0K)
Mondelez International, Inc.(MDLZcusip609207105)	1.6K	QoQ +1.93% (+31) YoY -21.94% (-459)	All Managers (Combined)	$110.8K	QoQ +15.79% (+$15.1K) YoY -24.33% (-$35.6K)
(VOTcusip922908538)	452	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$110.6K	QoQ -3.58% (-$4.1K) YoY +3.75% (+$4.0K)
W.W. GRAINGER, INC.(GWWcusip384802104)	110	QoQ -15.38% (-20) YoY +18.27% (+17)	All Managers (Combined)	$108.7K	QoQ -20.70% (-$28.4K) YoY +14.85% (+$14.1K)
MIDDLEBY Corp(MIDDcusip596278101)	710	QoQ 0.00% (+0) YoY +97.22% (+350)	All Managers (Combined)	$107.9K	QoQ +12.20% (+$11.7K) YoY +86.41% (+$50.0K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	217	QoQ -1.80% (-4) YoY -46.15% (-186)	All Managers (Combined)	$107.5K	QoQ -6.83% (-$7.9K) YoY -33.17% (-$53.4K)
CONOCOPHILLIPS(COPcusip20825C104)	1.0K	QoQ +3.34% (+33) YoY -33.18% (-507)	All Managers (Combined)	$107.2K	QoQ +9.43% (+$9.2K) YoY -44.86% (-$87.3K)
MARKEL GROUP INC.(MKLcusip570535104)	56	QoQ 0.00% (+0) YoY +5.66% (+3)	All Managers (Combined)	$104.7K	QoQ +8.30% (+$8.0K) YoY +29.83% (+$24.1K)
(cusip92189F643)✕	1.2K	QoQ -15.93% (-224) YoY -57.45% (-1.6K)	All Managers (Combined)	$104.0K	QoQ -20.21% (-$26.4K) YoY -58.35% (-$145.7K)
Constellation Energy Corp(CEGcusip21037T109)	514	QoQ NEW(+514) YoY +1956.00% (+489)	All Managers (Combined)	$103.6K	QoQ NEW(+$103.6K) YoY +2142.27% (+$99.0K)
(cusip808524706)✕	3.7K	QoQ 0.00% (+0) YoY +2.98% (+107)	All Managers (Combined)	$101.8K	QoQ +3.53% (+$3.5K) YoY +12.43% (+$11.3K)
(VUSBcusip92203C303)	2.0K	QoQ 0.00% (+0) YoY NEW(+2.0K)	All Managers (Combined)	$101.4K	QoQ +0.47% (+$478) YoY NEW(+$101.4K)
(cusip46138G664)✕	2.5K	QoQ -7.68% (-206) YoY -7.68% (-206)	All Managers (Combined)	$100.7K	QoQ -17.89% (-$21.9K) YoY -12.23% (-$14.0K)