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,
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  "QSR",
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  "ATKR",
  "ARM",
  "FWONK",
  "SNOW",
  "MU",
  null,
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  "ITT",
  "MMM",
  "MBC",
  "ABBV",
  "OBDC",
  "APD",
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  "MWA",
  "MAIN",
  "JEF",
  null,
  "ALL",
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  "AXP",
  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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  "GD",
  "IREN",
  "GILD",
  null,
  "GIS",
  "ATAI",
  "HON",
  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,
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  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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  "BX",
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  "DG",
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  "IWD",
  "KR",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  null,
  "VHT",
  null,
  "REG",
  "EEM",
  "IWF",
  null,
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  "PYPL",
  null,
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  null,
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  null,
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  "IVV",
  null,
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  "IYR",
  "PHM",
  "DOW",
  "SPY",
  "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,
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  null,
  null,
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  "O",
  "SNA",
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  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
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  "IBM",
  "SSNC",
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  "TEL",
  "TPR",
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  "TFC",
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  "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",
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  null,
  "IWV",
  "HR",
  "LPX",
  null,
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  "PACS",
  "PRF",
  null,
  null,
  null,
  "EPRT",
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  null,
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  "TTE",
  null,
  null,
  "TOST",
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  null,
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  null,
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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",
  "EW",
  "LOPE",
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  "PRGO",
  "SLGN",
  "MKSI",
  "ADSK",
  "SFM",
  "GM",
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  "AVY",
  "AFL",
  "THO",
  "AMD",
  "EL",
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  "FI",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "WEC",
  "EQR",
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  "WCN",
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  "FOUR",
  "TTC",
  null,
  "CAH",
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  "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",
  "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",
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  "ED",
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  "CRWD",
  "CCK",
  "CFR",
  "DHR",
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  "DAR",
  "DE",
  "DVN",
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  "DOCU",
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  "EWJ",
  null,
  "IJT",
  null,
  "EFA",
  "J",
  "ADI",
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  "IWB",
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  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "XOM",
  "JNJ",
  "TSLA",
  "PLD",
  "PH",
  null,
  "APO",
  "MO",
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  "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 4 of 36

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MCDONALDS CORP

MCD|580135101

Shares:2.6K

Value:$809.4K

% of Portfolio:0.1% ($809.4K/$711.6M)

Blackstone Inc.

BX|09260D107

Shares:5.7K

Value:$795.6K

% of Portfolio:0.1% ($795.6K/$711.6M)

AUTONATION, INC.

AN|05329W102

Shares:4.8K

Value:$770.9K

% of Portfolio:0.1% ($770.9K/$711.6M)

RTX Corp

RTX|75513E101

Shares:5.6K

Value:$747.3K

% of Portfolio:0.1% ($747.3K/$711.6M)

922908652

VXF|922908652

Shares:4.2K

Value:$724.7K

% of Portfolio:0.1% ($724.7K/$711.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:155

Value:$714.1K

% of Portfolio:0.1% ($714.1K/$711.6M)

GENERAL MILLS INC

GIS|370334104

Shares:11.7K

Value:$699.5K

% of Portfolio:0.1% ($699.5K/$711.6M)

Walmart Inc.

WMT|931142103

Shares:7.9K

Value:$690.5K

% of Portfolio:0.1% ($690.5K/$711.6M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.4K

Value:$667.1K

% of Portfolio:0.1% ($667.1K/$711.6M)

Duke Energy CORP

DUK|26441C204

Shares:5.1K

Value:$627.4K

% of Portfolio:0.1% ($627.4K/$711.6M)

464288158

Shares:5.5K

Value:$584.5K

% of Portfolio:0.1% ($584.5K/$711.6M)

INTEL CORP

INTC|458140100

Shares:25.5K

Value:$579.5K

% of Portfolio:0.1% ($579.5K/$711.6M)

808524102

SCHB|808524102

Shares:25.9K

Value:$557.2K

% of Portfolio:0.1% ($557.2K/$711.6M)

921910840

MGV|921910840

Shares:4.3K

Value:$549.5K

% of Portfolio:0.1% ($549.5K/$711.6M)

808524722

Shares:20.1K

Value:$541.9K

% of Portfolio:0.1% ($541.9K/$711.6M)

81369Y209

Shares:3.7K

Value:$539.8K

% of Portfolio:0.1% ($539.8K/$711.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:2.4K

Value:$512.1K

% of Portfolio:0.1% ($512.1K/$711.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:3.0K

Value:$503.5K

% of Portfolio:0.1% ($503.5K/$711.6M)

78464A763

SDY|78464A763

Shares:3.6K

Value:$485.6K

% of Portfolio:0.1% ($485.6K/$711.6M)

3M CO

MMM|88579Y101

Shares:3.2K

Value:$476.4K

% of Portfolio:0.1% ($476.4K/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MCDONALDS CORP(MCDcusip580135101)	2.6K	QoQ +26.02% (+535) YoY +72.38% (+1.1K)	All Managers (Combined)	$809.4K	0.1% ($809.4K/$711.6M)	QoQ +35.79% (+$213.3K) YoY +90.98% (+$385.6K)
Blackstone Inc.(BXcusip09260D107)	5.7K	QoQ +54.12% (+2.0K) YoY -7.65% (-472)	All Managers (Combined)	$795.6K	0.1% ($795.6K/$711.6M)	QoQ +24.94% (+$158.9K) YoY -1.74% (-$14.1K)
AUTONATION, INC.(ANcusip05329W102)	4.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$770.9K	0.1% ($770.9K/$711.6M)	QoQ -4.66% (-$37.7K) YoY -2.21% (-$17.4K)
RTX Corp(RTXcusip75513E101)	5.6K	QoQ -2.92% (-170) YoY -6.69% (-405)	All Managers (Combined)	$747.3K	0.1% ($747.3K/$711.6M)	QoQ +11.11% (-$74.8K) YoY +26.71% (-$157.6K)
(VXFcusip922908652)	4.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$724.7K	0.1% ($724.7K/$711.6M)	QoQ -9.32% (-$74.5K) YoY -1.71% (-$12.7K)
Booking Holdings Inc.(BKNGcusip09857L108)	155	QoQ +8.39% (+12) YoY +4.02% (+6)	All Managers (Combined)	$714.1K	0.1% ($714.1K/$711.6M)	QoQ +0.50% (+$3.6K) YoY +32.10% (+$173.5K)
GENERAL MILLS INC(GIScusip370334104)	11.7K	QoQ 0.00% (-0) YoY -2.70% (-325)	All Managers (Combined)	$699.5K	0.1% ($699.5K/$711.6M)	QoQ -6.24% (-$46.6K) YoY -16.85% (-$141.8K)
Walmart Inc.(WMTcusip931142103)	7.9K	QoQ +0.08% (-7) YoY +2.07% (+160)	All Managers (Combined)	$690.5K	0.1% ($690.5K/$711.6M)	QoQ -2.74% (-$19.5K) YoY +48.93% (+$226.9K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.4K	QoQ +0.14% (-2) YoY -3.43% (-49)	All Managers (Combined)	$667.1K	0.1% ($667.1K/$711.6M)	QoQ -8.94% (-$65.5K) YoY +6.62% (-$41.5K)
Duke Energy CORP(DUKcusip26441C204)	5.1K	QoQ +0.66% (+34) YoY -4.26% (-229)	All Managers (Combined)	$627.4K	0.1% ($627.4K/$711.6M)	QoQ +13.95% (+$76.8K) YoY +20.74% (-$107.8K)
(cusip464288158)✕	5.5K	QoQ -23.54% (-1.7K) YoY +45.65% (+1.7K)	All Managers (Combined)	$584.5K	0.1% ($584.5K/$711.6M)	QoQ -23.46% (-$179.2K) YoY +46.86% (+$186.5K)
INTEL CORP(INTCcusip458140100)	25.5K	QoQ -20.22% (-6.5K) YoY -50.78% (-26.3K)	All Managers (Combined)	$579.5K	0.1% ($579.5K/$711.6M)	QoQ -9.64% (-$61.9K) YoY -74.69% (-$1.7M)
(SCHBcusip808524102)	25.9K	QoQ +2.88% (-725) YoY +219.91% (+17.8K)	All Managers (Combined)	$557.2K	0.1% ($557.2K/$711.6M)	QoQ -2.41% (-$13.8K) YoY +12.81% (+$63.3K)
(MGVcusip921910840)	4.3K	QoQ 0.00% (+0) YoY NEW(+4.3K)	All Managers (Combined)	$549.5K	0.1% ($549.5K/$711.6M)	QoQ +3.14% (+$16.8K) YoY NEW(+$549.5K)
(cusip808524722)✕	20.1K	QoQ +0.11% (-23) YoY +100.92% (+10.1K)	All Managers (Combined)	$541.9K	0.1% ($541.9K/$711.6M)	QoQ -4.80% (-$27.3K) YoY +6.74% (+$34.3K)
(cusip81369Y209)✕	3.7K	QoQ -39.83% (-2.4K) YoY +0.70% (-26)	All Managers (Combined)	$539.8K	0.1% ($539.8K/$711.6M)	QoQ -36.14% (-$305.6K) YoY -0.48% (-$2.6K)
AbbVie Inc.(ABBVcusip00287Y109)	2.4K	QoQ -7.98% (-212) YoY -23.48% (-750)	All Managers (Combined)	$512.1K	0.1% ($512.1K/$711.6M)	QoQ +8.49% (-$40.1K) YoY -11.95% (-$69.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	3.0K	QoQ -1.62% (-50) YoY -22.27% (-870)	All Managers (Combined)	$503.5K	0.1% ($503.5K/$711.6M)	QoQ +12.81% (-$57.2K) YoY -18.51% (-$114.4K)
(SDYcusip78464A763)	3.6K	QoQ 0.00% (+0) YoY -10.34% (-413)	All Managers (Combined)	$485.6K	0.1% ($485.6K/$711.6M)	QoQ +2.71% (+$12.8K) YoY -7.31% (-$38.3K)
3M CO(MMMcusip88579Y101)	3.2K	QoQ -11.58% (-425) YoY +12.67% (+365)	All Managers (Combined)	$476.4K	0.1% ($476.4K/$711.6M)	QoQ +0.58% (-$2.8K) YoY +56.00% (+$171.0K)