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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  null,
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  null,
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  "CMI",
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  null,
  null,
  "NMRK",
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  null,
  "D",
  "NICE",
  null,
  "DT",
  null,
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  null,
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  "SAND",
  null,
  "SPB",
  "EOG",
  "EXPD",
  null,
  null,
  null,
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  "BATRA",
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  "ADPT",
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  "FITB",
  "IBKR",
  "RWAY",
  "SCM",
  "MNMD",
  "GD",
  "IREN",
  "GILD",
  null,
  "GIS",
  "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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  "UNP",
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  "FUBO",
  null,
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  "ITW",
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  "NBIX",
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  null,
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  null,
  null,
  "MNKD",
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  null,
  null,
  "IVW",
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  "RDZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
  "CYBN",
  "KNSL",
  null,
  null,
  "LHX",
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  null,
  null,
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  "ENSG",
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  null,
  null,
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  null,
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  "MDT",
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  "MAA",
  null,
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  "EQT",
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  "EXC",
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  "EVRG",
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  null,
  null,
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  "GTLB",
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  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",
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  null,
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  null,
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  "IEMG",
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  "IJK",
  null,
  "GBDC",
  "IVV",
  null,
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  "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,
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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",
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  "ARR",
  "DTM",
  "VXF",
  "AGNC",
  "ASH",
  "LTC",
  "SOUN",
  "RCL",
  "EIG",
  "VOE",
  "MRNA",
  "SCHW",
  "ALC",
  "ASBP",
  null,
  null,
  "ACWV",
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  "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",
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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",
  "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",
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  "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 3 of 36

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.8K

Value:$1.7M

46434V621

DGRO|46434V621

Shares:25.7K

Value:$1.6M

464287234

EEM|464287234

Shares:34.8K

Value:$1.5M

SANDSTORM GOLD LTD

SAND|80013R206

Shares:199.7K

Value:$1.5M

921943858

VEA|921943858

Shares:29.3K

Value:$1.5M

SPDR GOLD TRUST

GLD|78463V107

Shares:5.1K

Value:$1.5M

AMERICAN EXPRESS CO

AXP|025816109

Shares:5.5K

Value:$1.5M

81369Y803

XLK|81369Y803

Shares:7.0K

Value:$1.4M

PROCTER & GAMBLE Co

PG|742718109

Shares:8.4K

Value:$1.4M

922908629

VO|922908629

Shares:5.1K

Value:$1.3M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:5.1K

Value:$1.3M

IDACORP INC

IDA|451107106

Shares:9.9K

Value:$1.1M

464288281

Shares:12.6K

Value:$1.1M

Shell plc

SHEL|780259305

Shares:15.5K

Value:$1.1M

808524201

SCHX|808524201

Shares:48.6K

Value:$1.1M

165167735

Shares:9.4K

Value:$1.1M

46438G471

Shares:37.8K

Value:$943.3K

Merck & Co., Inc.

MRK|58933Y105

Shares:10.0K

Value:$899.5K

46438G588

Shares:34.4K

Value:$861.2K

464287606

IJK|464287606

Shares:10.1K

Value:$837.7K

Instrument	Shares		Other Manager	Value
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.8K	QoQ -1.58% (-29) YoY -34.00% (-929)	All Managers (Combined)	$1.7M	QoQ +1.58% (-$26.6K) YoY -14.80% (-$296.3K)
(DGROcusip46434V621)	25.7K	QoQ +1.12% (+285) YoY -42.87% (-19.3K)	All Managers (Combined)	$1.6M	QoQ +1.84% (+$28.8K) YoY -39.21% (-$1.0M)
(EEMcusip464287234)	34.8K	QoQ +0.15% (+55) YoY +23.00% (+6.5K)	All Managers (Combined)	$1.5M	QoQ +4.66% (+$67.8K) YoY +30.85% (+$358.9K)
SANDSTORM GOLD LTD(SANDcusip80013R206)	199.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	QoQ +35.30% (+$393.5K) YoY +43.80% (+$459.4K)
(VEAcusip921943858)	29.3K	QoQ 0.00% (+0) YoY +2.57% (+735)	All Managers (Combined)	$1.5M	QoQ +6.29% (+$88.1K) YoY +3.92% (+$56.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	5.1K	QoQ 0.00% (+0) YoY +4.18% (+205)	All Managers (Combined)	$1.5M	QoQ +19.00% (+$234.7K) YoY +45.92% (+$462.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	5.5K	QoQ -1.19% (-66) YoY -2.46% (-138)	All Managers (Combined)	$1.5M	QoQ -10.43% (-$171.0K) YoY +15.24% (-$194.2K)
(XLKcusip81369Y803)	7.0K	QoQ -1.52% (-108) YoY -2.40% (-172)	All Managers (Combined)	$1.4M	QoQ -12.54% (-$207.1K) YoY -3.23% (-$48.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	8.4K	QoQ +0.35% (+30) YoY -11.89% (-1.1K)	All Managers (Combined)	$1.4M	QoQ +2.01% (+$28.3K) YoY -7.46% (-$115.8K)
(VOcusip922908629)	5.1K	QoQ +2.79% (+139) YoY +19.46% (+833)	All Managers (Combined)	$1.3M	QoQ +0.65% (+$8.5K) YoY +23.63% (+$252.8K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	5.1K	QoQ +11.24% (+516) YoY +8.54% (+402)	All Managers (Combined)	$1.3M	QoQ +25.83% (+$260.6K) YoY +41.34% (+$371.3K)
IDACORP INC(IDAcusip451107106)	9.9K	QoQ NEW(+9.9K) YoY +9781.00% (+9.8K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY +12262.68% (+$1.1M)
(cusip464288281)✕	12.6K	QoQ +8.67% (+1.0K) YoY +208.61% (+8.5K)	All Managers (Combined)	$1.1M	QoQ +10.56% (+$109.5K) YoY +211.77% (+$778.0K)
Shell plc(SHELcusip780259305)	15.5K	QoQ +0.93% (+144) YoY +1.71% (+262)	All Managers (Combined)	$1.1M	QoQ +18.06% (+$174.3K) YoY +11.18% (+$114.6K)
(SCHXcusip808524201)	48.6K	QoQ +4.07% (-1.9K) YoY +213.52% (+33.1K)	All Managers (Combined)	$1.1M	QoQ -0.86% (-$9.4K) YoY +11.54% (+$111.1K)
(cusip165167735)✕	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$1.1M	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)
(cusip46438G471)✕	37.8K	QoQ NEW(+37.8K) YoY NEW(+37.8K)	All Managers (Combined)	$943.3K	QoQ NEW(+$943.3K) YoY NEW(+$943.3K)
Merck & Co., Inc.(MRKcusip58933Y105)	10.0K	QoQ -2.29% (-235) YoY -7.37% (-798)	All Managers (Combined)	$899.5K	QoQ -11.83% (-$120.8K) YoY -36.99% (-$528.1K)
(cusip46438G588)✕	34.4K	QoQ NEW(+34.4K) YoY NEW(+34.4K)	All Managers (Combined)	$861.2K	QoQ NEW(+$861.2K) YoY NEW(+$861.2K)
(IJKcusip464287606)	10.1K	QoQ +1.14% (-114) YoY +1072.37% (+9.2K)	All Managers (Combined)	$837.7K	QoQ -7.36% (-$66.6K) YoY +969.97% (+$759.4K)