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",
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  "AYI",
  null,
  null,
  null,
  "ARCC",
  "FCEL",
  "BBDC",
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  null,
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  "IAC",
  null,
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  "LFVN",
  null,
  "CCI",
  "COF",
  "CMI",
  "PHG",
  null,
  null,
  "NMRK",
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  null,
  "D",
  "NICE",
  null,
  "DT",
  null,
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  null,
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  "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",
  "IBKR",
  "RWAY",
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  "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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  null,
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  null,
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  null,
  null,
  "MNKD",
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  null,
  null,
  "IVW",
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  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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  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",
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  "HES",
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  "HOLX",
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  "NU",
  "OXY",
  null,
  "ORLY",
  "ICLR",
  "EMN",
  "PCAR",
  "BX",
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  "AMP",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  null,
  "VHT",
  null,
  "REG",
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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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  "IVV",
  null,
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  "IYR",
  "PHM",
  "DOW",
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  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "KEYS",
  null,
  "MKC",
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  "AMGN",
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  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",
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  "RTX",
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  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "SPLG",
  "IBM",
  "SSNC",
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  "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,
  "PNTG",
  "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",
  "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",
  "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

Search and click to pin securities to the top

Page 34 of 36

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Celanese Corp

CE|150870103

Shares:6

Value:$341

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2

Value:$339

WYNN RESORTS LTD

WYNN|983134107

Shares:4

Value:$334

DOCUSIGN, INC.

DOCU|256163106

Shares:4

Value:$326

fuboTV Inc. /FL

FUBO|35953D104

Shares:110

Value:$322

Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:2

Value:$321

Schneider National, Inc.

SNDR|80689H102

Shares:14

Value:$320

W. P. Carey Inc.

WPC|92936U109

Shares:5

Value:$316

BORGWARNER INC

BWA|099724106

Shares:11

Value:$316

46429B598

Shares:6

Value:$309

SILGAN HOLDINGS INC

SLGN|827048109

Shares:6

Value:$307

Ovintiv Inc.

OVV|69047Q102

Shares:7

Value:$300

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:21

Value:$299

Innoviva, Inc.

INVA|45781M101

Shares:16

Value:$291

Edwards Lifesciences Corp

EW|28176E108

Shares:4

Value:$290

TEXTRON INC

TXT|883203101

Shares:4

Value:$289

Owens Corning

OC|690742101

Shares:2

Value:$286

LOUISIANA-PACIFIC CORP

LPX|546347105

Shares:3

Value:$276

BRUNSWICK CORP

BC|117043109

Shares:5

Value:$270

46138E800

Shares:6

Value:$266

Instrument	Shares		Other Manager	Value
Celanese Corp(CEcusip150870103)	6	QoQ -25.00% (-2) YoY -98.60% (-425)	All Managers (Combined)	$341	QoQ -38.44% (-$213) YoY -99.53% (-$73.7K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2	QoQ 0.00% (+0) YoY -93.33% (-28)	All Managers (Combined)	$339	QoQ +12.25% (+$37) YoY -91.51% (-$3.7K)
WYNN RESORTS LTD(WYNNcusip983134107)	4	QoQ -99.00% (-400) YoY -99.00% (-400)	All Managers (Combined)	$334	QoQ -99.04% (-$34.5K) YoY -99.19% (-$41.0K)
DOCUSIGN, INC.(DOCUcusip256163106)	4	QoQ 0.00% (-0) YoY -95.00% (-76)	All Managers (Combined)	$326	QoQ -9.44% (-$34) YoY -93.15% (-$4.4K)
fuboTV Inc. /FL(FUBOcusip35953D104)	110	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$322	QoQ +131.65% (+$183) YoY +85.05% (+$148)
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	2	QoQ 0.00% (-0) YoY NEW(+2)	All Managers (Combined)	$321	QoQ -7.75% (-$27) YoY NEW(+$321)
Schneider National, Inc.(SNDRcusip80689H102)	14	QoQ 0.00% (-0) YoY NEW(+14)	All Managers (Combined)	$320	QoQ -21.95% (-$90) YoY NEW(+$320)
W. P. Carey Inc.(WPCcusip92936U109)	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$316	QoQ +15.75% (+$43) YoY NEW(+$316)
BORGWARNER INC(BWAcusip099724106)	11	QoQ 0.00% (-0) YoY -94.76% (-199)	All Managers (Combined)	$316	QoQ -9.71% (-$34) YoY -95.66% (-$7.0K)
(cusip46429B598)✕	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$309	QoQ NEW(+$309) YoY NEW(+$309)
SILGAN HOLDINGS INC(SLGNcusip827048109)	6	QoQ 0.00% (-0) YoY NEW(+6)	All Managers (Combined)	$307	QoQ -1.91% (-$6) YoY NEW(+$307)
Ovintiv Inc.(OVVcusip69047Q102)	7	QoQ 0.00% (+0) YoY NEW(+7)	All Managers (Combined)	$300	QoQ +5.63% (+$16) YoY NEW(+$300)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	21	QoQ 0.00% (-0) YoY NEW(+21)	All Managers (Combined)	$299	QoQ -18.75% (-$69) YoY NEW(+$299)
Innoviva, Inc.(INVAcusip45781M101)	16	QoQ 0.00% (+0) YoY NEW(+16)	All Managers (Combined)	$291	QoQ +4.67% (+$13) YoY NEW(+$291)
Edwards Lifesciences Corp(EWcusip28176E108)	4	QoQ NEW(+4) YoY -98.62% (-286)	All Managers (Combined)	$290	QoQ NEW(+$290) YoY -98.95% (-$27.4K)
TEXTRON INC(TXTcusip883203101)	4	QoQ 0.00% (-0) YoY -93.44% (-57)	All Managers (Combined)	$289	QoQ -5.55% (-$17) YoY -95.06% (-$5.6K)
Owens Corning(OCcusip690742101)	2	QoQ 0.00% (-0) YoY NEW(+2)	All Managers (Combined)	$286	QoQ -16.12% (-$55) YoY NEW(+$286)
LOUISIANA-PACIFIC CORP(LPXcusip546347105)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$276	QoQ NEW(+$276) YoY NEW(+$276)
BRUNSWICK CORP(BCcusip117043109)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$270	QoQ -16.66% (-$54) YoY NEW(+$270)
(cusip46138E800)✕	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$266	QoQ NEW(+$266) YoY NEW(+$266)