Crewe-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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 • $711.6M total value

SEC FilingSEC DataHachi Filing

Manager:

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

% of Portfolio:0.0% ($341/$711.6M)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2

Value:$339

% of Portfolio:0.0% ($339/$711.6M)

WYNN RESORTS LTD

WYNN|983134107

Shares:4

Value:$334

% of Portfolio:0.0% ($334/$711.6M)

DOCUSIGN, INC.

DOCU|256163106

Shares:4

Value:$326

% of Portfolio:0.0% ($326/$711.6M)

fuboTV Inc. /FL

FUBO|35953D104

Shares:110

Value:$322

% of Portfolio:0.0% ($322/$711.6M)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:2

Value:$321

% of Portfolio:0.0% ($321/$711.6M)

Schneider National, Inc.

SNDR|80689H102

Shares:14

Value:$320

% of Portfolio:0.0% ($320/$711.6M)

W. P. Carey Inc.

WPC|92936U109

Shares:5

Value:$316

% of Portfolio:0.0% ($316/$711.6M)

BORGWARNER INC

BWA|099724106

Shares:11

Value:$316

% of Portfolio:0.0% ($316/$711.6M)

46429B598

Shares:6

Value:$309

% of Portfolio:0.0% ($309/$711.6M)

SILGAN HOLDINGS INC

SLGN|827048109

Shares:6

Value:$307

% of Portfolio:0.0% ($307/$711.6M)

Ovintiv Inc.

OVV|69047Q102

Shares:7

Value:$300

% of Portfolio:0.0% ($300/$711.6M)

HOST HOTELS & RESORTS, INC.

HST|44107P104

Shares:21

Value:$299

% of Portfolio:0.0% ($299/$711.6M)

Innoviva, Inc.

INVA|45781M101

Shares:16

Value:$291

% of Portfolio:0.0% ($291/$711.6M)

Edwards Lifesciences Corp

EW|28176E108

Shares:4

Value:$290

% of Portfolio:0.0% ($290/$711.6M)

TEXTRON INC

TXT|883203101

Shares:4

Value:$289

% of Portfolio:0.0% ($289/$711.6M)

Owens Corning

OC|690742101

Shares:2

Value:$286

% of Portfolio:0.0% ($286/$711.6M)

LOUISIANA-PACIFIC CORP

LPX|546347105

Shares:3

Value:$276

% of Portfolio:0.0% ($276/$711.6M)

BRUNSWICK CORP

BC|117043109

Shares:5

Value:$270

% of Portfolio:0.0% ($270/$711.6M)

46138E800

Shares:6

Value:$266

% of Portfolio:0.0% ($266/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Celanese Corp(CEcusip150870103)	6	QoQ -25.00% (-2) YoY -98.60% (-425)	All Managers (Combined)	$341	0.0% ($341/$711.6M)	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	0.0% ($339/$711.6M)	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	0.0% ($334/$711.6M)	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	0.0% ($326/$711.6M)	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	0.0% ($322/$711.6M)	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	0.0% ($321/$711.6M)	QoQ -7.75% (-$27) YoY NEW(+$321)
Schneider National, Inc.(SNDRcusip80689H102)	14	QoQ 0.00% (-0) YoY NEW(+14)	All Managers (Combined)	$320	0.0% ($320/$711.6M)	QoQ -21.95% (-$90) YoY NEW(+$320)
W. P. Carey Inc.(WPCcusip92936U109)	5	QoQ 0.00% (+0) YoY NEW(+5)	All Managers (Combined)	$316	0.0% ($316/$711.6M)	QoQ +15.75% (+$43) YoY NEW(+$316)
BORGWARNER INC(BWAcusip099724106)	11	QoQ 0.00% (-0) YoY -94.76% (-199)	All Managers (Combined)	$316	0.0% ($316/$711.6M)	QoQ -9.71% (-$34) YoY -95.66% (-$7.0K)
(cusip46429B598)✕	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$309	0.0% ($309/$711.6M)	QoQ NEW(+$309) YoY NEW(+$309)
SILGAN HOLDINGS INC(SLGNcusip827048109)	6	QoQ 0.00% (-0) YoY NEW(+6)	All Managers (Combined)	$307	0.0% ($307/$711.6M)	QoQ -1.91% (-$6) YoY NEW(+$307)
Ovintiv Inc.(OVVcusip69047Q102)	7	QoQ 0.00% (+0) YoY NEW(+7)	All Managers (Combined)	$300	0.0% ($300/$711.6M)	QoQ +5.63% (+$16) YoY NEW(+$300)
HOST HOTELS & RESORTS, INC.(HSTcusip44107P104)	21	QoQ 0.00% (-0) YoY NEW(+21)	All Managers (Combined)	$299	0.0% ($299/$711.6M)	QoQ -18.75% (-$69) YoY NEW(+$299)
Innoviva, Inc.(INVAcusip45781M101)	16	QoQ 0.00% (+0) YoY NEW(+16)	All Managers (Combined)	$291	0.0% ($291/$711.6M)	QoQ +4.67% (+$13) YoY NEW(+$291)
Edwards Lifesciences Corp(EWcusip28176E108)	4	QoQ NEW(+4) YoY -98.62% (-286)	All Managers (Combined)	$290	0.0% ($290/$711.6M)	QoQ NEW(+$290) YoY -98.95% (-$27.4K)
TEXTRON INC(TXTcusip883203101)	4	QoQ 0.00% (-0) YoY -93.44% (-57)	All Managers (Combined)	$289	0.0% ($289/$711.6M)	QoQ -5.55% (-$17) YoY -95.06% (-$5.6K)
Owens Corning(OCcusip690742101)	2	QoQ 0.00% (-0) YoY NEW(+2)	All Managers (Combined)	$286	0.0% ($286/$711.6M)	QoQ -16.12% (-$55) YoY NEW(+$286)
LOUISIANA-PACIFIC CORP(LPXcusip546347105)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$276	0.0% ($276/$711.6M)	QoQ NEW(+$276) YoY NEW(+$276)
BRUNSWICK CORP(BCcusip117043109)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$270	0.0% ($270/$711.6M)	QoQ -16.66% (-$54) YoY NEW(+$270)
(cusip46138E800)✕	6	QoQ NEW(+6) YoY NEW(+6)	All Managers (Combined)	$266	0.0% ($266/$711.6M)	QoQ NEW(+$266) YoY NEW(+$266)