Crewe-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
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  null,
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  "NWE",
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  "TREX",
  "ARES",
  "HOOD",
  "INVA",
  "TEM",
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  "QRVO",
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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,
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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,
  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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  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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  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,
  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,
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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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  null,
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  null,
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  null,
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  null,
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  "WD",
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  "WBD",
  null,
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  null,
  null,
  "KLG",
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  "YUM",
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  null,
  null,
  "BBEU",
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  null,
  "FNF",
  "G",
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  "SOFI",
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  null,
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  null,
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  null,
  "TPC",
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  null,
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  null,
  null,
  "S",
  null,
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  null,
  "TPG",
  null,
  null,
  null,
  null,
  "IXUS",
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  null,
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  null,
  null,
  "PSA",
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  null,
  "AN",
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  "AZZ",
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  "BAX",
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  "BKH",
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  "BILL",
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  null,
  "OWL",
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  null,
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  null,
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  null,
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  "J",
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  "TSLA",
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  null,
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  "ITOT",
  "MCHP",
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  "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 36 of 36

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WESCO INTERNATIONAL INC

WCC|95082P105

Shares:1

Value:$156

% of Portfolio:0.0% ($156/$711.6M)

KOSS CORP

KOSS|500692108

Shares:20

Value:$95

% of Portfolio:0.0% ($95/$711.6M)

Carlyle Group Inc.

CG|14316J108

Shares:2

Value:$88

% of Portfolio:0.0% ($88/$711.6M)

MKS INSTRUMENTS INC

MKSI|55306N104

Shares:1

Value:$81

% of Portfolio:0.0% ($81/$711.6M)

AMC ENTERTAINMENT HOLDINGS, INC.

AMC|00165C302

Shares:25

Value:$72

% of Portfolio:0.0% ($72/$711.6M)

Fortrea Holdings Inc.

FTRE|34965K107

Shares:9

Value:$68

% of Portfolio:0.0% ($68/$711.6M)

SANGAMO THERAPEUTICS, INC

SGMO|800677106

Shares:100

Value:$66

% of Portfolio:0.0% ($66/$711.6M)

SOUNDHOUND AI, INC.

SOUN|836100107

Shares:8

Value:$65

% of Portfolio:0.0% ($65/$711.6M)

Ballard Power Systems Inc.

BLDP|058586108

Shares:50

Value:$55

% of Portfolio:0.0% ($55/$711.6M)

37954Y871

Shares:2

Value:$54

% of Portfolio:0.0% ($54/$711.6M)

APA Corp

APA|03743Q108

Shares:2

Value:$43

% of Portfolio:0.0% ($43/$711.6M)

AMERICAN EAGLE OUTFITTERS INC

AEO|02553E106

Shares:3

Value:$35

% of Portfolio:0.0% ($35/$711.6M)

Roadzen Inc.

RDZN|G7606H108

Shares:30

Value:$32

% of Portfolio:0.0% ($32/$711.6M)

SFL Corp Ltd.

SFL|G7738W106

Shares:2

Value:$16

% of Portfolio:0.0% ($16/$711.6M)

FUELCELL ENERGY INC

FCEL|35952H700

Shares:3

Value:$14

% of Portfolio:0.0% ($14/$711.6M)

ChargePoint Holdings, Inc.

CHPT|15961R105

Shares:16

Value:$10

% of Portfolio:0.0% ($10/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WESCO INTERNATIONAL INC(WCCcusip95082P105)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$156	0.0% ($156/$711.6M)	QoQ NEW(+$156) YoY NEW(+$156)
KOSS CORP(KOSScusip500692108)	20	QoQ 0.00% (-0) YoY NEW(+20)	All Managers (Combined)	$95	0.0% ($95/$711.6M)	QoQ -35.81% (-$53) YoY NEW(+$95)
Carlyle Group Inc.(CGcusip14316J108)	2	QoQ 0.00% (-0) YoY NEW(+2)	All Managers (Combined)	$88	0.0% ($88/$711.6M)	QoQ -12.87% (-$13) YoY NEW(+$88)
MKS INSTRUMENTS INC(MKSIcusip55306N104)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$81	0.0% ($81/$711.6M)	QoQ NEW(+$81) YoY NEW(+$81)
AMC ENTERTAINMENT HOLDINGS, INC.(AMCcusip00165C302)	25	QoQ NEW(+25) YoY NEW(+25)	All Managers (Combined)	$72	0.0% ($72/$711.6M)	QoQ NEW(+$72) YoY NEW(+$72)
Fortrea Holdings Inc.(FTREcusip34965K107)	9	QoQ NEW(+9) YoY NEW(+9)	All Managers (Combined)	$68	0.0% ($68/$711.6M)	QoQ NEW(+$68) YoY NEW(+$68)
SANGAMO THERAPEUTICS, INC(SGMOcusip800677106)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$66	0.0% ($66/$711.6M)	QoQ NEW(+$66) YoY NEW(+$66)
SOUNDHOUND AI, INC.(SOUNcusip836100107)	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$65	0.0% ($65/$711.6M)	QoQ NEW(+$65) YoY NEW(+$65)
Ballard Power Systems Inc.(BLDPcusip058586108)	50	QoQ 0.00% (-0) YoY NEW(+50)	All Managers (Combined)	$55	0.0% ($55/$711.6M)	QoQ -33.73% (-$28) YoY NEW(+$55)
(cusip37954Y871)✕	2	QoQ -97.70% (-85) YoY -88.88% (-16)	All Managers (Combined)	$54	0.0% ($54/$711.6M)	QoQ -97.68% (-$2.3K) YoY -89.59% (-$465)
APA Corp(APAcusip03743Q108)	2	QoQ 0.00% (-0) YoY -98.38% (-122)	All Managers (Combined)	$43	0.0% ($43/$711.6M)	QoQ -8.51% (-$4) YoY -98.99% (-$4.2K)
AMERICAN EAGLE OUTFITTERS INC(AEOcusip02553E106)	3	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$35	0.0% ($35/$711.6M)	QoQ -31.37% (-$16) YoY -55.12% (-$43)
Roadzen Inc.(RDZNcusipG7606H108)	30	QoQ 0.00% (-0) YoY NEW(+30)	All Managers (Combined)	$32	0.0% ($32/$711.6M)	QoQ -51.51% (-$34) YoY NEW(+$32)
SFL Corp Ltd.(SFLcusipG7738W106)	2	QoQ -99.72% (-717) YoY -99.69% (-657)	All Managers (Combined)	$16	0.0% ($16/$711.6M)	QoQ -99.78% (-$7.3K) YoY -99.81% (-$8.7K)
FUELCELL ENERGY INC(FCELcusip35952H700)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$14	0.0% ($14/$711.6M)	QoQ -50.00% (-$14) YoY NEW(+$14)
ChargePoint Holdings, Inc.(CHPTcusip15961R105)	16	QoQ 0.00% (-0) YoY NEW(+16)	All Managers (Combined)	$10	0.0% ($10/$711.6M)	QoQ -44.44% (-$8) YoY NEW(+$10)