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,
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  "QSR",
  "ONON",
  "ATKR",
  "ARM",
  "FWONK",
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  "MU",
  null,
  "MPLX",
  "ITT",
  "MMM",
  "MBC",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "MWA",
  "MAIN",
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  null,
  "ALL",
  "RIOT",
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  "VTS",
  "AXP",
  null,
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  "SCHH",
  "AFRM",
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  "T",
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  "GD",
  "IREN",
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  null,
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  "ATAI",
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  null,
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  "HPQ",
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  "IVW",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
  "CYBN",
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  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  "OKE",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "DOW",
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  null,
  "NVDA",
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  "ENB",
  "INTC",
  "LDOS",
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  null,
  "KEYS",
  null,
  "MKC",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  null,
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  "O",
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  null,
  null,
  null,
  null,
  "SPYG",
  null,
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  null,
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  "IBM",
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  "UAL",
  "UPS",
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  "VO",
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  "ARR",
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  "VXF",
  "AGNC",
  "ASH",
  "LTC",
  "SOUN",
  "RCL",
  "EIG",
  "VOE",
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  "SCHW",
  "ALC",
  "ASBP",
  null,
  null,
  "ACWV",
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  "STAG",
  "PEO",
  "VWO",
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  null,
  "IWV",
  "HR",
  "LPX",
  null,
  "ADSE",
  "PACS",
  "PRF",
  null,
  null,
  null,
  "EPRT",
  "AEO",
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  null,
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  "TTE",
  null,
  null,
  "TOST",
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  null,
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  null,
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  null,
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  null,
  "OHI",
  "GPN",
  null,
  null,
  null,
  "CHPT",
  null,
  "ETR",
  "FSK",
  "VYM",
  null,
  "GPRE",
  "DD",
  "VRTX",
  "K",
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  "LOPE",
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  "PRGO",
  "SLGN",
  "MKSI",
  "ADSK",
  "SFM",
  "GM",
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  "AVY",
  "AFL",
  "THO",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "WEC",
  "EQR",
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  "FTNT",
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  "WCN",
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  "FOUR",
  "TTC",
  null,
  "CAH",
  "AEP",
  "BKR",
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  "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",
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  "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",
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  "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",
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  "CDE",
  "FIX",
  "CMCSA",
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  "CL",
  "COP",
  "STZ",
  "CEG",
  "ED",
  "COST",
  "CTVA",
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  "CCK",
  "CFR",
  "DHR",
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  "DAR",
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  "DAL",
  "DFS",
  "DOCU",
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  "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

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Page 18 of 36

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Vitesse Energy, Inc.

VTS|92852X103

Shares:888

Value:$21.8K

Green Plains Inc.

GPRE|393222104

Shares:4.5K

Value:$21.8K

Riot Platforms, Inc.

RIOT|767292105

Shares:3.0K

Value:$21.6K

82889N863

Shares:1.2K

Value:$21.4K

PERRIGO Co plc

PRGO|G97822103

Shares:738

Value:$20.7K

47103U753

Shares:422

Value:$20.5K

HERSHEY CO

HSY|427866108

Shares:120

Value:$20.5K

IPG PHOTONICS CORP

IPGP|44980X109

Shares:325

Value:$20.5K

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:203

Value:$20.5K

Apollo Global Management, Inc.

APO|03769M106

Shares:146

Value:$20.0K

Nu Holdings Ltd.

NU|G6683N103

Shares:1.9K

Value:$19.5K

46435G193

Shares:842

Value:$19.4K

DEERE & CO

DE|244199105

Shares:41

Value:$19.2K

US BANCORP \DE\

USB|902973304

Shares:450

Value:$19.0K

OCCIDENTAL PETROLEUM CORP /DE/

OXY|674599105

Shares:381

Value:$18.8K

Solventum Corp

SOLV|83444M101

Shares:243

Value:$18.5K

RYANAIR HOLDINGS PLC

RYAAY|783513203

Shares:425

Value:$18.0K

464285204

Shares:305

Value:$18.0K

PDD Holdings Inc.

PDD|722304102

Shares:150

Value:$17.8K

Lucid Group, Inc.

LCID|549498103

Shares:7.3K

Value:$17.7K

Instrument	Shares		Other Manager	Value
Vitesse Energy, Inc.(VTScusip92852X103)	888	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$21.8K	QoQ -1.63% (-$364) YoY +3.62% (+$763)
Green Plains Inc.(GPREcusip393222104)	4.5K	QoQ 0.00% (-0) YoY -30.76% (-2.0K)	All Managers (Combined)	$21.8K	QoQ -48.83% (-$20.8K) YoY -85.47% (-$128.5K)
Riot Platforms, Inc.(RIOTcusip767292105)	3.0K	QoQ +1.00% (-30) YoY NEW(+3.0K)	All Managers (Combined)	$21.6K	QoQ -29.56% (-$9.1K) YoY NEW(+$21.6K)
(cusip82889N863)✕	1.2K	QoQ -9.79% (-128) YoY NEW(+1.2K)	All Managers (Combined)	$21.4K	QoQ -21.11% (-$5.7K) YoY NEW(+$21.4K)
PERRIGO Co plc(PRGOcusipG97822103)	738	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$20.7K	QoQ +9.06% (+$1.7K) YoY -12.89% (-$3.1K)
(cusip47103U753)✕	422	QoQ NEW(+422) YoY NEW(+422)	All Managers (Combined)	$20.5K	QoQ NEW(+$20.5K) YoY NEW(+$20.5K)
HERSHEY CO(HSYcusip427866108)	120	QoQ 0.00% (+0) YoY -33.33% (-60)	All Managers (Combined)	$20.5K	QoQ +0.99% (+$202) YoY -41.37% (-$14.5K)
IPG PHOTONICS CORP(IPGPcusip44980X109)	325	QoQ NEW(+325) YoY -43.47% (-250)	All Managers (Combined)	$20.5K	QoQ NEW(+$20.5K) YoY -60.64% (-$31.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	203	QoQ +37.16% (+55) YoY -16.11% (-39)	All Managers (Combined)	$20.5K	QoQ +54.90% (+$7.3K) YoY +23.55% (-$3.9K)
Apollo Global Management, Inc.(APOcusip03769M106)	146	QoQ +31.53% (+35) YoY NEW(+146)	All Managers (Combined)	$20.0K	QoQ +9.06% (+$1.7K) YoY NEW(+$20.0K)
Nu Holdings Ltd.(NUcusipG6683N103)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$19.5K	QoQ NEW(+$19.5K) YoY NEW(+$19.5K)
(cusip46435G193)✕	842	QoQ 0.00% (+0) YoY +6.71% (+53)	All Managers (Combined)	$19.4K	QoQ +1.49% (+$286) YoY +7.03% (+$1.3K)
DEERE & CO(DEcusip244199105)	41	QoQ +10.81% (+4) YoY -75.44% (-126)	All Managers (Combined)	$19.2K	QoQ +22.75% (+$3.6K) YoY -71.94% (-$49.4K)
US BANCORP \DE\(USBcusip902973304)	450	QoQ 0.00% (-0) YoY -49.03% (-433)	All Managers (Combined)	$19.0K	QoQ -11.73% (-$2.5K) YoY -51.86% (-$20.5K)
OCCIDENTAL PETROLEUM CORP /DE/(OXYcusip674599105)	381	QoQ 0.00% (-0) YoY -34.19% (-198)	All Managers (Combined)	$18.8K	QoQ -0.10% (-$19) YoY -50.02% (-$18.8K)
Solventum Corp(SOLVcusip83444M101)	243	QoQ -33.60% (-123) YoY NEW(+243)	All Managers (Combined)	$18.5K	QoQ -23.57% (-$5.7K) YoY NEW(+$18.5K)
RYANAIR HOLDINGS PLC(RYAAYcusip783513203)	425	QoQ 0.00% (-0) YoY +150.00% (-255)	All Managers (Combined)	$18.0K	QoQ -2.79% (-$518) YoY -27.24% (-$6.7K)
(cusip464285204)✕	305	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$18.0K	QoQ +19.08% (+$2.9K) YoY +40.33% (+$5.2K)
PDD Holdings Inc.(PDDcusip722304102)	150	QoQ 0.00% (+0) YoY NEW(+150)	All Managers (Combined)	$17.8K	QoQ +22.02% (+$3.2K) YoY NEW(+$17.8K)
Lucid Group, Inc.(LCIDcusip549498103)	7.3K	QoQ +7.14% (-488) YoY +1479.69% (+6.9K)	All Managers (Combined)	$17.7K	QoQ -14.14% (-$2.9K) YoY +1240.90% (+$16.4K)