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",
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  null,
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  "IAC",
  null,
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  "LFVN",
  null,
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  null,
  null,
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  null,
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  "NICE",
  null,
  "DT",
  null,
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  null,
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  "PSEC",
  "SAND",
  null,
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  "EOG",
  "EXPD",
  null,
  null,
  null,
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  "BATRA",
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  "ADPT",
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  "FITB",
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  "MNMD",
  "GD",
  "IREN",
  "GILD",
  null,
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  "ATAI",
  "HON",
  null,
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  "HPQ",
  null,
  null,
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  "INTU",
  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,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
  "CYBN",
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  null,
  null,
  "LHX",
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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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  "EQT",
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  null,
  null,
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  null,
  null,
  "NI",
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  "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",
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  null,
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  "IEMG",
  "GSBD",
  "IJK",
  null,
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  "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",
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  "AMGN",
  "MAS",
  null,
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  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
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  "REGN",
  null,
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  null,
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  null,
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  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SLB",
  "O",
  "SNA",
  "SHEL",
  "RTX",
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  "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,
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  "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",
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  "WCN",
  "IR",
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  "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 • $711.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 36

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46641Q837

Shares:140.5K

Value:$7.1M

% of Portfolio:1.0% ($7.1M/$711.6M)

464287465

EFA|464287465

Shares:74.2K

Value:$6.1M

% of Portfolio:0.9% ($6.1M/$711.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.3K

Value:$6.0M

% of Portfolio:0.8% ($6.0M/$711.6M)

922908553

VNQ|922908553

Shares:57.3K

Value:$5.2M

% of Portfolio:0.7% ($5.2M/$711.6M)

464288687

Shares:167.9K

Value:$5.2M

% of Portfolio:0.7% ($5.2M/$711.6M)

Waste Connections, Inc.

WCN|94106B101

Shares:23.5K

Value:$4.6M

% of Portfolio:0.6% ($4.6M/$711.6M)

922908769

VTI|922908769

Shares:15.5K

Value:$4.3M

% of Portfolio:0.6% ($4.3M/$711.6M)

922042858

VWO|922042858

Shares:92.3K

Value:$4.2M

% of Portfolio:0.6% ($4.2M/$711.6M)

EQT Corp

EQT|26884L109

Shares:75.1K

Value:$4.0M

% of Portfolio:0.6% ($4.0M/$711.6M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:38.3K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$711.6M)

46434G103

IEMG|46434G103

Shares:68.8K

Value:$3.7M

% of Portfolio:0.5% ($3.7M/$711.6M)

MOODYS CORP /DE/

MCO|615369105

Shares:6.2K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$711.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:24.0K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$711.6M)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:20.4K

Value:$2.6M

% of Portfolio:0.4% ($2.6M/$711.6M)

808524797

SCHD|808524797

Shares:88.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$711.6M)

464287614

IWF|464287614

Shares:6.9K

Value:$2.5M

% of Portfolio:0.3% ($2.5M/$711.6M)

464288273

Shares:33.7K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$711.6M)

46641Q332

Shares:33.7K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$711.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:15.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$711.6M)

Runway Growth Finance Corp.

RWAY|78163D100

Shares:172.0K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46641Q837)✕	140.5K	QoQ -2.70% (-3.9K) YoY -31.09% (-63.4K)	All Managers (Combined)	$7.1M	1.0% ($7.1M/$711.6M)	QoQ -2.20% (-$160.2K) YoY -30.84% (-$3.2M)
(EFAcusip464287465)	74.2K	QoQ +3.16% (+2.3K) YoY +14.68% (+9.5K)	All Managers (Combined)	$6.1M	0.9% ($6.1M/$711.6M)	QoQ +11.51% (+$626.0K) YoY +17.36% (+$897.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.3K	QoQ -55.67% (-14.2K) YoY +1181.92% (+10.5K)	All Managers (Combined)	$6.0M	0.8% ($6.0M/$711.6M)	QoQ -47.91% (-$5.6M) YoY +1523.52% (+$5.7M)
(VNQcusip922908553)	57.3K	QoQ +4.96% (+2.7K) YoY +314.11% (+43.5K)	All Managers (Combined)	$5.2M	0.7% ($5.2M/$711.6M)	QoQ +6.68% (+$325.4K) YoY +333.56% (+$4.0M)
(cusip464288687)✕	167.9K	QoQ -3.44% (-6.0K) YoY -21.40% (-45.7K)	All Managers (Combined)	$5.2M	0.7% ($5.2M/$711.6M)	QoQ -5.62% (-$307.4K) YoY -25.06% (-$1.7M)
Waste Connections, Inc.(WCNcusip94106B101)	23.5K	QoQ 0.00% (+0) YoY NEW(+23.5K)	All Managers (Combined)	$4.6M	0.6% ($4.6M/$711.6M)	QoQ +13.76% (+$554.8K) YoY NEW(+$4.6M)
(VTIcusip922908769)	15.5K	QoQ -0.02% (-4) YoY +44.18% (+4.8K)	All Managers (Combined)	$4.3M	0.6% ($4.3M/$711.6M)	QoQ -5.19% (-$233.7K) YoY +52.46% (+$1.5M)
(VWOcusip922042858)	92.3K	QoQ 0.00% (+0) YoY +2.05% (+1.9K)	All Managers (Combined)	$4.2M	0.6% ($4.2M/$711.6M)	QoQ +2.77% (+$112.5K) YoY +10.58% (+$399.6K)
EQT Corp(EQTcusip26884L109)	75.1K	QoQ 0.00% (+0) YoY +63561.01% (+75.0K)	All Managers (Combined)	$4.0M	0.6% ($4.0M/$711.6M)	QoQ +15.87% (+$549.9K) YoY +91640.84% (+$4.0M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	38.3K	QoQ -1.01% (-393) YoY -7.86% (-3.3K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$711.6M)	QoQ -15.80% (-$738.0K) YoY -47.55% (-$3.6M)
(IEMGcusip46434G103)	68.8K	QoQ +3.51% (+2.3K) YoY +14.05% (+8.5K)	All Managers (Combined)	$3.7M	0.5% ($3.7M/$711.6M)	QoQ +6.98% (+$242.6K) YoY +19.29% (+$600.9K)
MOODYS CORP /DE/(MCOcusip615369105)	6.2K	QoQ -3.23% (-208) YoY -31.40% (-2.8K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$711.6M)	QoQ -4.80% (-$146.2K) YoY -18.72% (-$666.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	24.0K	QoQ -9.04% (-2.4K) YoY -18.13% (-5.3K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$711.6M)	QoQ +0.55% (-$15.8K) YoY -16.23% (-$554.4K)
ENSIGN GROUP, INC(ENSGcusip29358P101)	20.4K	QoQ 0.00% (-0) YoY -98.14% (-1.1M)	All Managers (Combined)	$2.6M	0.4% ($2.6M/$711.6M)	QoQ -2.60% (-$70.7K) YoY -98.06% (-$134.3M)
(SCHDcusip808524797)	88.9K	QoQ +0.55% (+494) YoY +207.01% (+60.0K)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$711.6M)	QoQ +2.91% (+$70.4K) YoY +6.46% (+$150.9K)
(IWFcusip464287614)	6.9K	QoQ -3.41% (-242) YoY -9.17% (-692)	All Managers (Combined)	$2.5M	0.3% ($2.5M/$711.6M)	QoQ -13.14% (-$374.7K) YoY -2.69% (-$68.5K)
(cusip464288273)✕	33.7K	QoQ -0.96% (-330) YoY +4.34% (+1.4K)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$711.6M)	QoQ +3.56% (-$73.6K) YoY +4.67% (+$95.5K)
(cusip46641Q332)✕	33.7K	QoQ +6.88% (+2.2K) YoY +47.11% (+10.8K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$711.6M)	QoQ +6.15% (+$111.8K) YoY +45.28% (+$600.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	15.2K	QoQ -8.16% (-1.3K) YoY -10.92% (-1.9K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$711.6M)	QoQ -7.41% (-$147.7K) YoY +6.97% (-$120.3K)
Runway Growth Finance Corp.(RWAYcusip78163D100)	172.0K	QoQ 0.00% (-0) YoY NEW(+172.0K)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$711.6M)	QoQ -5.56% (-$104.9K) YoY NEW(+$1.8M)