Crewe-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
  "JWN",
  "NWE",
  "PINS",
  "TREX",
  "ARES",
  "HOOD",
  "INVA",
  "TEM",
  "MC",
  "QRVO",
  "GDX",
  null,
  null,
  "SNDR",
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  "ALHC",
  null,
  "AAL",
  null,
  "AKAM",
  null,
  "H",
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  null,
  null,
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  "QSR",
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  "ATKR",
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  "FWONK",
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  "MU",
  null,
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  "ITT",
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  "ABBV",
  "OBDC",
  "APD",
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  "MWA",
  "MAIN",
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  null,
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  null,
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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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  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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  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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  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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  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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  "ENB",
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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,
  null,
  null,
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  null,
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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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  "UPS",
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  "ASH",
  "LTC",
  "SOUN",
  "RCL",
  "EIG",
  "VOE",
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  "ASBP",
  null,
  null,
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  null,
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  "HR",
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  null,
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  null,
  null,
  null,
  "EPRT",
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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,
  null,
  null,
  "CHPT",
  null,
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  null,
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  "DD",
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  "K",
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  "IP",
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  "F",
  "WEC",
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  "FOUR",
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  null,
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  null,
  "JBLU",
  "INSG",
  null,
  "INSW",
  "KT",
  "BIPC",
  null,
  "IEX",
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  null,
  "IVE",
  "LCID",
  "HCA",
  null,
  null,
  "IVZ",
  "OVV",
  "ESGD",
  null,
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  null,
  "KD",
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  "BBCA",
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  null,
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  null,
  "DKNG",
  "VEU",
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  "VLO",
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  null,
  "VTWO",
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  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
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  "VTRS",
  "VKTX",
  "WD",
  "W",
  "WBD",
  null,
  "WMT",
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  "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",
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  "BAM.TO",
  "CACI",
  "CCJ",
  "CNI",
  "CDNS",
  "CWST",
  "CG",
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  "CE",
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  "CFG",
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  null,
  "KO",
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  "FIX",
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  null,
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  null,
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  "J",
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  "MDY",
  "DIS",
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  "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 • $711.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 35 of 36

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ACUITY BRANDS INC

AYI|00508Y102

Shares:1

Value:$264

% of Portfolio:0.0% ($264/$711.6M)

21873S108

Shares:7

Value:$260

% of Portfolio:0.0% ($260/$711.6M)

EOG RESOURCES INC

EOG|26875P101

Shares:2

Value:$257

% of Portfolio:0.0% ($257/$711.6M)

Sweetgreen, Inc.

SG|87043Q108

Shares:10

Value:$251

% of Portfolio:0.0% ($251/$711.6M)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:2

Value:$250

% of Portfolio:0.0% ($250/$711.6M)

HOLOGIC INC

HOLX|436440101

Shares:4

Value:$248

% of Portfolio:0.0% ($248/$711.6M)

Invesco Ltd.

IVZ|G491BT108

Shares:16

Value:$243

% of Portfolio:0.0% ($243/$711.6M)

TPG Inc.

TPG|872657101

Shares:5

Value:$238

% of Portfolio:0.0% ($238/$711.6M)

ASHLAND INC.

ASH|044186104

Shares:4

Value:$238

% of Portfolio:0.0% ($238/$711.6M)

DraftKings Inc.

DKNG|26142V105

Shares:7

Value:$233

% of Portfolio:0.0% ($233/$711.6M)

NEUROCRINE BIOSCIENCES INC

NBIX|64125C109

Shares:2

Value:$222

% of Portfolio:0.0% ($222/$711.6M)

BEST BUY CO INC

BBY|086516101

Shares:3

Value:$221

% of Portfolio:0.0% ($221/$711.6M)

37954Y475

Shares:6

Value:$218

% of Portfolio:0.0% ($218/$711.6M)

CHIMERA INVESTMENT CORP

CIM|16934Q802

Shares:16

Value:$206

% of Portfolio:0.0% ($206/$711.6M)

NORDSTROM INC

JWN|655664100

Shares:8

Value:$196

% of Portfolio:0.0% ($196/$711.6M)

Affirm Holdings, Inc.

AFRM|00827B106

Shares:4

Value:$181

% of Portfolio:0.0% ($181/$711.6M)

CLOVER HEALTH INVESTMENTS, CORP. /DE

CLOV|18914F103

Shares:50

Value:$180

% of Portfolio:0.0% ($180/$711.6M)

Organon & Co.

OGN|68622V106

Shares:12

Value:$179

% of Portfolio:0.0% ($179/$711.6M)

International Seaways, Inc.

INSW|Y41053102

Shares:5

Value:$166

% of Portfolio:0.0% ($166/$711.6M)

N94209108

Shares:500

Value:$164

% of Portfolio:0.0% ($164/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ACUITY BRANDS INC(AYIcusip00508Y102)	1	QoQ 0.00% (-0) YoY NEW(+1)	All Managers (Combined)	$264	0.0% ($264/$711.6M)	QoQ -9.89% (-$29) YoY NEW(+$264)
(cusip21873S108)✕	7	QoQ NEW(+7) YoY NEW(+7)	All Managers (Combined)	$260	0.0% ($260/$711.6M)	QoQ NEW(+$260) YoY NEW(+$260)
EOG RESOURCES INC(EOGcusip26875P101)	2	QoQ -98.71% (-154) YoY -99.36% (-312)	All Managers (Combined)	$257	0.0% ($257/$711.6M)	QoQ -98.65% (-$18.9K) YoY -99.35% (-$39.9K)
Sweetgreen, Inc.(SGcusip87043Q108)	10	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$251	0.0% ($251/$711.6M)	QoQ -21.80% (-$70) YoY -0.79% (-$2)
Builders FirstSource, Inc.(BLDRcusip12008R107)	2	QoQ 0.00% (-0) YoY -91.66% (-22)	All Managers (Combined)	$250	0.0% ($250/$711.6M)	QoQ -12.58% (-$36) YoY -95.00% (-$4.8K)
HOLOGIC INC(HOLXcusip436440101)	4	QoQ 0.00% (-0) YoY -96.52% (-111)	All Managers (Combined)	$248	0.0% ($248/$711.6M)	QoQ -14.18% (-$41) YoY -97.23% (-$8.7K)
Invesco Ltd.(IVZcusipG491BT108)	16	QoQ 0.00% (-0) YoY NEW(+16)	All Managers (Combined)	$243	0.0% ($243/$711.6M)	QoQ -13.21% (-$37) YoY NEW(+$243)
TPG Inc.(TPGcusip872657101)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$238	0.0% ($238/$711.6M)	QoQ -24.44% (-$77) YoY NEW(+$238)
ASHLAND INC.(ASHcusip044186104)	4	QoQ 0.00% (-0) YoY NEW(+4)	All Managers (Combined)	$238	0.0% ($238/$711.6M)	QoQ -16.78% (-$48) YoY NEW(+$238)
DraftKings Inc.(DKNGcusip26142V105)	7	QoQ 0.00% (-0) YoY NEW(+7)	All Managers (Combined)	$233	0.0% ($233/$711.6M)	QoQ -10.72% (-$28) YoY NEW(+$233)
NEUROCRINE BIOSCIENCES INC(NBIXcusip64125C109)	2	QoQ 0.00% (-0) YoY -99.71% (-698)	All Managers (Combined)	$222	0.0% ($222/$711.6M)	QoQ -18.68% (-$51) YoY -99.77% (-$96.3K)
BEST BUY CO INC(BBYcusip086516101)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$221	0.0% ($221/$711.6M)	QoQ -14.34% (-$37) YoY NEW(+$221)
(cusip37954Y475)✕	6	QoQ +20.00% (-1) YoY NEW(+6)	All Managers (Combined)	$218	0.0% ($218/$711.6M)	QoQ -0.45% (-$1) YoY NEW(+$218)
CHIMERA INVESTMENT CORP(CIMcusip16934Q802)	16	QoQ 0.00% (-0) YoY NEW(+16)	All Managers (Combined)	$206	0.0% ($206/$711.6M)	QoQ -8.03% (-$18) YoY NEW(+$206)
NORDSTROM INC(JWNcusip655664100)	8	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$196	0.0% ($196/$711.6M)	QoQ +1.03% (+$2) YoY +20.24% (+$33)
Affirm Holdings, Inc.(AFRMcusip00827B106)	4	QoQ NEW(+4) YoY NEW(+4)	All Managers (Combined)	$181	0.0% ($181/$711.6M)	QoQ NEW(+$181) YoY NEW(+$181)
CLOVER HEALTH INVESTMENTS, CORP. /DE(CLOVcusip18914F103)	50	QoQ 0.00% (+0) YoY NEW(+50)	All Managers (Combined)	$180	0.0% ($180/$711.6M)	QoQ +13.92% (+$22) YoY NEW(+$180)
Organon & Co.(OGNcusip68622V106)	12	QoQ 0.00% (-0) YoY -60.00% (-18)	All Managers (Combined)	$179	0.0% ($179/$711.6M)	QoQ -0.55% (-$1) YoY -68.26% (-$385)
International Seaways, Inc.(INSWcusipY41053102)	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$166	0.0% ($166/$711.6M)	QoQ -7.77% (-$14) YoY NEW(+$166)
(cusipN94209108)✕	500	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$164	0.0% ($164/$711.6M)	QoQ -34.66% (-$87) YoY -76.90% (-$546)