Crewe-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  null,
  "JWN",
  "NWE",
  "PINS",
  "TREX",
  "ARES",
  "HOOD",
  "INVA",
  "TEM",
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  "QRVO",
  "GDX",
  null,
  null,
  "SNDR",
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  "ALHC",
  null,
  "AAL",
  null,
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  null,
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  null,
  null,
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  "MU",
  null,
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  "ITT",
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  null,
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  null,
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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,
  null,
  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,
  "TBRG",
  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,
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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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  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,
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  "ASH",
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  "SOUN",
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  null,
  null,
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  null,
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  "HR",
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  null,
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  null,
  null,
  null,
  "EPRT",
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  null,
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  null,
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  "TOST",
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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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  "CHPT",
  null,
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  null,
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  "K",
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  "F",
  "WEC",
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  "FOUR",
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  null,
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  null,
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  null,
  "INSW",
  "KT",
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  null,
  "IEX",
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  null,
  "IVE",
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  null,
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  "IVZ",
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  null,
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  null,
  "KD",
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  null,
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  null,
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  null,
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  "VB",
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  null,
  "VTV",
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  "WD",
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  "WBD",
  null,
  "WMT",
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  null,
  null,
  "KLG",
  "WPC",
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  "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",
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  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",
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  "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",
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  "CB",
  "CMG",
  "CFG",
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  "CLX",
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  null,
  "KO",
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  "CDE",
  "FIX",
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  "CL",
  "COP",
  "STZ",
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  "ED",
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  "DAR",
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  null,
  "IJT",
  null,
  "EFA",
  "J",
  "ADI",
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  "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 28 of 36

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ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

Shares:10

Value:$2.2K

Floor & Decor Holdings, Inc.

FND|339750101

Shares:27

Value:$2.2K

Marvell Technology, Inc.

MRVL|573874104

Shares:35

Value:$2.2K

Brookfield Asset Management Ltd.

BAM.TO|113004105

Shares:44

Value:$2.1K

Lifevantage Corp

LFVN|53222K205

Shares:143

Value:$2.1K

WATSCO INC

WSO|942622200

Shares:4

Value:$2.0K

FIRST CITIZENS BANCSHARES INC /DE/

FCNCA|31946M103

Shares:1

Value:$1.9K

Parker-Hannifin Corp

PH|701094104

Shares:3

Value:$1.8K

JACOBS SOLUTIONS INC.

J|46982L108

Shares:15

Value:$1.8K

19762B509

Shares:80

Value:$1.7K

78463X202

Shares:32

Value:$1.7K

Alibaba Group Holding Ltd

BABA|01609W102

Shares:13

Value:$1.7K

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:14

Value:$1.7K

BROWN FORMAN CORP

BF-B|115637209

Shares:48

Value:$1.6K

HEICO CORP

HEI|422806109

Shares:6

Value:$1.6K

HESS CORP

HES|42809H107

Shares:10

Value:$1.6K

Paramount Global

PARA|92556H206

Shares:129

Value:$1.5K

Johnson Controls International plc

JCI|G51502105

Shares:19

Value:$1.5K

Moelis & Co

MC|60786M105

Shares:26

Value:$1.5K

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:39

Value:$1.5K

Instrument	Shares		Other Manager	Value
ASBURY AUTOMOTIVE GROUP INC(ABGcusip043436104)	10	QoQ NEW(+10) YoY NEW(+10)	All Managers (Combined)	$2.2K	QoQ NEW(+$2.2K) YoY NEW(+$2.2K)
Floor & Decor Holdings, Inc.(FNDcusip339750101)	27	QoQ NEW(+27) YoY NEW(+27)	All Managers (Combined)	$2.2K	QoQ NEW(+$2.2K) YoY NEW(+$2.2K)
Marvell Technology, Inc.(MRVLcusip573874104)	35	QoQ +250.00% (+25) YoY -78.78% (-130)	All Managers (Combined)	$2.2K	QoQ +95.02% (+$1.1K) YoY -81.57% (-$9.5K)
Brookfield Asset Management Ltd.(BAM.TOcusip113004105)	44	QoQ NEW(+44) YoY -82.47% (-207)	All Managers (Combined)	$2.1K	QoQ NEW(+$2.1K) YoY -79.78% (-$8.4K)
Lifevantage Corp(LFVNcusip53222K205)	143	QoQ 0.00% (-0) YoY NEW(+143)	All Managers (Combined)	$2.1K	QoQ -16.83% (-$422) YoY NEW(+$2.1K)
WATSCO INC(WSOcusip942622200)	4	QoQ 0.00% (+0) YoY NEW(+4)	All Managers (Combined)	$2.0K	QoQ +7.27% (+$138) YoY NEW(+$2.0K)
FIRST CITIZENS BANCSHARES INC /DE/(FCNCAcusip31946M103)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$1.9K	QoQ NEW(+$1.9K) YoY NEW(+$1.9K)
Parker-Hannifin Corp(PHcusip701094104)	3	QoQ NEW(+3) YoY -95.58% (-65)	All Managers (Combined)	$1.8K	QoQ NEW(+$1.8K) YoY -95.17% (-$36.0K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$1.8K	QoQ NEW(+$1.8K) YoY NEW(+$1.8K)
(cusip19762B509)✕	80	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.7K	QoQ +5.06% (+$84) YoY +5.95% (+$98)
(cusip78463X202)✕	32	QoQ 0.00% (+0) YoY NEW(+32)	All Managers (Combined)	$1.7K	QoQ +13.04% (+$201) YoY NEW(+$1.7K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	13	QoQ +44.44% (+4) YoY -98.92% (-1.2K)	All Managers (Combined)	$1.7K	QoQ +125.00% (+$955) YoY -98.02% (-$85.5K)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	14	QoQ NEW(+14) YoY -93.17% (-191)	All Managers (Combined)	$1.7K	QoQ NEW(+$1.7K) YoY -93.24% (-$23.2K)
BROWN FORMAN CORP(BF-Bcusip115637209)	48	QoQ NEW(+48) YoY NEW(+48)	All Managers (Combined)	$1.6K	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
HEICO CORP(HEIcusip422806109)	6	QoQ NEW(+6) YoY +50.00% (+2)	All Managers (Combined)	$1.6K	QoQ NEW(+$1.6K) YoY +109.94% (+$840)
HESS CORP(HEScusip42809H107)	10	QoQ NEW(+10) YoY -88.09% (-74)	All Managers (Combined)	$1.6K	QoQ NEW(+$1.6K) YoY -87.53% (-$11.2K)
Paramount Global(PARAcusip92556H206)	129	QoQ -23.66% (-40) YoY NEW(+129)	All Managers (Combined)	$1.5K	QoQ -12.64% (-$224) YoY NEW(+$1.5K)
Johnson Controls International plc(JCIcusipG51502105)	19	QoQ +375.00% (+15) YoY -87.24% (-130)	All Managers (Combined)	$1.5K	QoQ +381.96% (+$1.2K) YoY -84.35% (-$8.2K)
Moelis & Co(MCcusip60786M105)	26	QoQ NEW(+26) YoY NEW(+26)	All Managers (Combined)	$1.5K	QoQ NEW(+$1.5K) YoY NEW(+$1.5K)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	39	QoQ NEW(+39) YoY -4.87% (-2)	All Managers (Combined)	$1.5K	QoQ NEW(+$1.5K) YoY -29.10% (-$599)