Crewe-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Crewe-Advisors
Data Enrichment
79% identified
566 identified150 unidentified

Holdings

716 positions • $711.6M total value
Manager:
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COSTCO WHOLESALE CORP /NEW
Shares:1.8K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$711.6M)
46434V621
Shares:25.7K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$711.6M)
464287234
Shares:34.8K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$711.6M)
SANDSTORM GOLD LTD
Shares:199.7K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$711.6M)
921943858
Shares:29.3K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$711.6M)
SPDR GOLD TRUST
Shares:5.1K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$711.6M)
AMERICAN EXPRESS CO
Shares:5.5K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$711.6M)
81369Y803
Shares:7.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$711.6M)
PROCTER & GAMBLE Co
Shares:8.4K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$711.6M)
922908629
Shares:5.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$711.6M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:5.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$711.6M)
IDACORP INC
Shares:9.9K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$711.6M)
464288281
Shares:12.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$711.6M)
Shell plc
Shares:15.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$711.6M)
808524201
Shares:48.6K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$711.6M)
165167735
Shares:9.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$711.6M)
46438G471
Shares:37.8K
Value:$943.3K
% of Portfolio:0.1% ($943.3K/$711.6M)
Merck & Co., Inc.
Shares:10.0K
Value:$899.5K
% of Portfolio:0.1% ($899.5K/$711.6M)
46438G588
Shares:34.4K
Value:$861.2K
% of Portfolio:0.1% ($861.2K/$711.6M)
464287606
Shares:10.1K
Value:$837.7K
% of Portfolio:0.1% ($837.7K/$711.6M)