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",
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  null,
  null,
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  "ONON",
  "ATKR",
  "ARM",
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  "SNOW",
  "MU",
  null,
  "MPLX",
  "ITT",
  "MMM",
  "MBC",
  "ABBV",
  "OBDC",
  "APD",
  "BABA",
  "MWA",
  "MAIN",
  "JEF",
  null,
  "ALL",
  "RIOT",
  "PXF",
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  "AXP",
  null,
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  "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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  "GILD",
  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,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
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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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  "IWF",
  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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  "IYR",
  "PHM",
  "DOW",
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  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
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  null,
  "KEYS",
  null,
  "MKC",
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  "AMGN",
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  null,
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  "MSTR",
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  null,
  null,
  "DGX",
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  "SCHX",
  null,
  null,
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  "O",
  "SNA",
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  null,
  null,
  null,
  null,
  "SPYG",
  null,
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  null,
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  "IBM",
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  "TEL",
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  "UBER",
  "UAL",
  "UPS",
  "VNQ",
  "VO",
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  "ARR",
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  "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",
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  null,
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  "TTE",
  null,
  null,
  "TOST",
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  "XLB",
  "SU",
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  null,
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  null,
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  "IEF",
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  null,
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  null,
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  "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",
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  "THO",
  "AMD",
  "EL",
  "SDY",
  "FI",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "WEC",
  "EQR",
  "AJG",
  "WM",
  "FTNT",
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  "WCN",
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  "FOUR",
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  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",
  "HIMS",
  "BBCA",
  "SG",
  null,
  "PDD",
  null,
  "DKNG",
  "VEU",
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
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  "VYMI",
  null,
  "VTWO",
  "MGV",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
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  "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 • $711,561.221K total value

716 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 32 of 36

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CROWN HOLDINGS, INC.

CCK|228368106

Shares:6

Value:$536

EASTMAN CHEMICAL CO

EMN|277432100

Shares:6

Value:$529

WEYERHAEUSER CO

WY|962166104

Shares:18

Value:$528

WK Kellogg Co

KLG|92942W107

Shares:26

Value:$519

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:2

Value:$509

MCCORMICK & CO INC

MKC|579780206

Shares:6

Value:$494

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:14

Value:$480

Cheniere Energy, Inc.

LNG|16411R208

Shares:2

Value:$463

IAC Inc.

IAC|44891N208

Shares:10

Value:$460

BECTON DICKINSON & CO

BDX|075887109

Shares:2

Value:$459

Mueller Water Products, Inc.

MWA|624758108

Shares:18

Value:$458

ESSENTIAL PROPERTIES REALTY TRUST, INC.

EPRT|29670E107

Shares:14

Value:$457

Genpact LTD

G|G3922B107

Shares:9

Value:$454

Keysight Technologies, Inc.

KEYS|49338L103

Shares:3

Value:$450

CONSOLIDATED EDISON INC

ED|209115104

Shares:4

Value:$443

Zoom Communications, Inc.

ZM|98980L101

Shares:6

Value:$443

LEAR CORP

LEA|521865204

Shares:5

Value:$442

GARMIN LTD

GRMN|H2906T109

Shares:2

Value:$435

Dynatrace, Inc.

DT|268150109

Shares:9

Value:$425

TE Connectivity plc

TEL|G87052109

Shares:3

Value:$424

Instrument	Shares		Other Manager	Value
CROWN HOLDINGS, INC.(CCKcusip228368106)	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$536	QoQ NEW(+$536) YoY NEW(+$536)
EASTMAN CHEMICAL CO(EMNcusip277432100)	6	QoQ 0.00% (-0) YoY -57.14% (-8)	All Managers (Combined)	$529	QoQ -3.46% (-$19) YoY -62.32% (-$875)
WEYERHAEUSER CO(WYcusip962166104)	18	QoQ 0.00% (+0) YoY -90.72% (-176)	All Managers (Combined)	$528	QoQ +4.14% (+$21) YoY -92.42% (-$6.4K)
WK Kellogg Co(KLGcusip92942W107)	26	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$519	QoQ +10.89% (+$51) YoY +6.13% (+$30)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	2	QoQ 0.00% (-0) YoY -99.55% (-444)	All Managers (Combined)	$509	QoQ -15.30% (-$92) YoY -99.63% (-$138.3K)
MCCORMICK & CO INC(MKCcusip579780206)	6	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$494	QoQ +7.86% (+$36) YoY +7.15% (+$33)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	14	QoQ NEW(+14) YoY -97.75% (-609)	All Managers (Combined)	$480	QoQ NEW(+$480) YoY -97.48% (-$18.6K)
Cheniere Energy, Inc.(LNGcusip16411R208)	2	QoQ 0.00% (+0) YoY -98.75% (-159)	All Managers (Combined)	$463	QoQ +7.67% (+$33) YoY -98.21% (-$25.5K)
IAC Inc.(IACcusip44891N208)	10	QoQ +100.00% (+5) YoY NEW(+10)	All Managers (Combined)	$460	QoQ +112.96% (+$244) YoY NEW(+$460)
BECTON DICKINSON & CO(BDXcusip075887109)	2	QoQ NEW(+2) YoY -80.00% (-8)	All Managers (Combined)	$459	QoQ NEW(+$459) YoY -81.45% (-$2.0K)
Mueller Water Products, Inc.(MWAcusip624758108)	18	QoQ 0.00% (+0) YoY NEW(+18)	All Managers (Combined)	$458	QoQ +13.08% (+$53) YoY NEW(+$458)
ESSENTIAL PROPERTIES REALTY TRUST, INC.(EPRTcusip29670E107)	14	QoQ 0.00% (+0) YoY NEW(+14)	All Managers (Combined)	$457	QoQ +4.33% (+$19) YoY NEW(+$457)
Genpact LTD(GcusipG3922B107)	9	QoQ 0.00% (+0) YoY NEW(+9)	All Managers (Combined)	$454	QoQ +17.31% (+$67) YoY NEW(+$454)
Keysight Technologies, Inc.(KEYScusip49338L103)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$450	QoQ -6.63% (-$32) YoY NEW(+$450)
CONSOLIDATED EDISON INC(EDcusip209115104)	4	QoQ 0.00% (+0) YoY NEW(+4)	All Managers (Combined)	$443	QoQ +24.08% (+$86) YoY NEW(+$443)
Zoom Communications, Inc.(ZMcusip98980L101)	6	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$443	QoQ -9.59% (-$47) YoY +12.72% (+$50)
LEAR CORP(LEAcusip521865204)	5	QoQ NEW(+5) YoY NEW(+5)	All Managers (Combined)	$442	QoQ NEW(+$442) YoY NEW(+$442)
GARMIN LTD(GRMNcusipH2906T109)	2	QoQ 0.00% (+0) YoY -97.46% (-77)	All Managers (Combined)	$435	QoQ +5.32% (+$22) YoY -96.30% (-$11.3K)
Dynatrace, Inc.(DTcusip268150109)	9	QoQ 0.00% (-0) YoY NEW(+9)	All Managers (Combined)	$425	QoQ -13.26% (-$65) YoY NEW(+$425)
TE Connectivity plc(TELcusipG87052109)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$424	QoQ -1.16% (-$5) YoY NEW(+$424)