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",
  "BLK",
  "AYI",
  null,
  null,
  null,
  "ARCC",
  "FCEL",
  "BBDC",
  "BIDU",
  null,
  "BSX",
  "IAC",
  null,
  "DBEF",
  "LFVN",
  null,
  "CCI",
  "COF",
  "CMI",
  "PHG",
  null,
  null,
  "NMRK",
  "DUK",
  null,
  "D",
  "NICE",
  null,
  "DT",
  null,
  "PTY",
  null,
  "RYAAY",
  "PSEC",
  "SAND",
  null,
  "SPB",
  "EOG",
  "EXPD",
  null,
  null,
  null,
  "FFIN",
  "BATRA",
  "FERG",
  "ADPT",
  "SGMO",
  "FITB",
  "IBKR",
  "RWAY",
  "SCM",
  "MNMD",
  "GD",
  "IREN",
  "GILD",
  null,
  "GIS",
  "ATAI",
  "HON",
  null,
  "BLDP",
  "HPQ",
  null,
  null,
  "MCD",
  "INTU",
  null,
  "RPM",
  null,
  "EVTV",
  "FBIN",
  "EVV",
  null,
  "GERN",
  "UNP",
  "FULT",
  "GBCI",
  "GLPI",
  "IPGP",
  "FUBO",
  null,
  "ISRG",
  "HG",
  "HUBS",
  "EMXC",
  "HWM",
  "LEN",
  "ITW",
  "IDA",
  "EMR",
  "BKNG",
  "NBIX",
  "ICE",
  "JSPR",
  null,
  "MUB",
  null,
  null,
  "MNKD",
  "MYGN",
  null,
  null,
  "IVW",
  "IJH",
  "RDZN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  null,
  "CYBN",
  "KNSL",
  null,
  null,
  "LHX",
  "LRCX",
  null,
  null,
  "KOSS",
  "ENSG",
  "LPTH",
  null,
  null,
  "SYM",
  "MMC",
  null,
  "MRVL",
  "MDT",
  "APA",
  "MAA",
  null,
  "MDLZ",
  "EQIX",
  "EQT",
  "EPR",
  "EXC",
  "EVR",
  "EVRG",
  "FCNCA",
  null,
  null,
  "FND",
  "FTV",
  "GTLB",
  "GMS",
  null,
  null,
  "NI",
  "HEI",
  "HES",
  "HAS",
  "HOLX",
  "NVS",
  "NU",
  "OXY",
  null,
  "ORLY",
  "ICLR",
  "EMN",
  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "DG",
  "IJR",
  "IWD",
  "KR",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  null,
  "VHT",
  null,
  "REG",
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  null,
  "PEP",
  "PNC",
  "IRM",
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "IJK",
  null,
  "GBDC",
  "IVV",
  null,
  "MRCC",
  "IYR",
  "PHM",
  "DOW",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "KEYS",
  null,
  "MKC",
  "MDB",
  "AMGN",
  "MAS",
  null,
  "PKG",
  "MSTR",
  "PARA",
  null,
  null,
  "DGX",
  "PPG",
  "REGN",
  null,
  "FNDX",
  null,
  "ROK",
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  null,
  "SCHX",
  null,
  null,
  "SLB",
  "O",
  "SNA",
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "SPLG",
  "IBM",
  "SSNC",
  "SYK",
  "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 • $711.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 5 of 36

Sort by:

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:4.3K

Value:$464.7K

% of Portfolio:0.1% ($464.7K/$711.6M)

INTUIT INC.

INTU|461202103

Shares:748

Value:$459.3K

% of Portfolio:0.1% ($459.3K/$711.6M)

464287226

Shares:4.6K

Value:$457.3K

% of Portfolio:0.1% ($457.3K/$711.6M)

46641Q191

BBEU|46641Q191

Shares:7.2K

Value:$448.2K

% of Portfolio:0.1% ($448.2K/$711.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.1K

Value:$445.9K

% of Portfolio:0.1% ($445.9K/$711.6M)

ALLSTATE CORP

ALL|020002101

Shares:2.1K

Value:$425.9K

% of Portfolio:0.1% ($425.9K/$711.6M)

Interactive Brokers Group, Inc.

IBKR|45841N107

Shares:2.5K

Value:$421.9K

% of Portfolio:0.1% ($421.9K/$711.6M)

Pennant Group, Inc.

PNTG|70805E109

Shares:16.8K

Value:$421.3K

% of Portfolio:0.1% ($421.3K/$711.6M)

Hamilton Insurance Group, Ltd.

HG|G42706104

Shares:20.2K

Value:$419.6K

% of Portfolio:0.1% ($419.6K/$711.6M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.3K

Value:$419.1K

% of Portfolio:0.1% ($419.1K/$711.6M)

SUNCOR ENERGY INC

SU|867224107

Shares:10.8K

Value:$417.9K

% of Portfolio:0.1% ($417.9K/$711.6M)

464287150

ITOT|464287150

Shares:3.3K

Value:$405.0K

% of Portfolio:0.1% ($405.0K/$711.6M)

FISERV INC

FI|337738108

Shares:1.8K

Value:$404.3K

% of Portfolio:0.1% ($404.3K/$711.6M)

Jefferies Financial Group Inc.

JEF|47233W109

Shares:7.5K

Value:$404.2K

% of Portfolio:0.1% ($404.2K/$711.6M)

AMGEN INC

AMGN|031162100

Shares:1.3K

Value:$397.9K

% of Portfolio:0.1% ($397.9K/$711.6M)

464287689

IWV|464287689

Shares:1.2K

Value:$391.3K

% of Portfolio:0.1% ($391.3K/$711.6M)

STRYKER CORP

SYK|863667101

Shares:1.0K

Value:$389.0K

% of Portfolio:0.1% ($389.0K/$711.6M)

46434G822

EWJ|46434G822

Shares:5.3K

Value:$364.9K

% of Portfolio:0.1% ($364.9K/$711.6M)

46137V233

Shares:7.9K

Value:$364.7K

% of Portfolio:0.1% ($364.7K/$711.6M)

PEPSICO INC

PEP|713448108

Shares:2.4K

Value:$361.2K

% of Portfolio:0.1% ($361.2K/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WEC ENERGY GROUP, INC.(WECcusip92939U106)	4.3K	QoQ +0.68% (+29) YoY +17.07% (+622)	All Managers (Combined)	$464.7K	0.1% ($464.7K/$711.6M)	QoQ +16.66% (+$66.4K) YoY +55.36% (+$165.6K)
INTUIT INC.(INTUcusip461202103)	748	QoQ +21.23% (+131) YoY -3.73% (-29)	All Managers (Combined)	$459.3K	0.1% ($459.3K/$711.6M)	QoQ +18.43% (+$71.5K) YoY -9.06% (-$45.8K)
(cusip464287226)✕	4.6K	QoQ 0.00% (+0) YoY -11.40% (-595)	All Managers (Combined)	$457.3K	0.1% ($457.3K/$711.6M)	QoQ +2.08% (+$9.3K) YoY -10.51% (-$53.7K)
(BBEUcusip46641Q191)	7.2K	QoQ 0.00% (+0) YoY +184.94% (+4.7K)	All Managers (Combined)	$448.2K	0.1% ($448.2K/$711.6M)	QoQ +11.56% (+$46.5K) YoY +196.60% (+$297.1K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.1K	QoQ 0.00% (-0) YoY +0.09% (+1)	All Managers (Combined)	$445.9K	0.1% ($445.9K/$711.6M)	QoQ -1.32% (-$6.0K) YoY +5.66% (+$23.9K)
ALLSTATE CORP(ALLcusip020002101)	2.1K	QoQ -1.20% (-25) YoY +5.92% (+115)	All Managers (Combined)	$425.9K	0.1% ($425.9K/$711.6M)	QoQ +6.11% (-$24.6K) YoY +26.77% (+$90.0K)
Interactive Brokers Group, Inc.(IBKRcusip45841N107)	2.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$421.9K	0.1% ($421.9K/$711.6M)	QoQ -6.27% (-$28.2K) YoY +48.23% (+$137.3K)
Pennant Group, Inc.(PNTGcusip70805E109)	16.8K	QoQ 0.00% (-0) YoY -97.70% (-714.3K)	All Managers (Combined)	$421.3K	0.1% ($421.3K/$711.6M)	QoQ -5.16% (-$22.9K) YoY -97.06% (-$13.9M)
Hamilton Insurance Group, Ltd.(HGcusipG42706104)	20.2K	QoQ 0.00% (+0) YoY NEW(+20.2K)	All Managers (Combined)	$419.6K	0.1% ($419.6K/$711.6M)	QoQ +8.93% (+$34.4K) YoY NEW(+$419.6K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.3K	QoQ -1.06% (-25) YoY -8.11% (-206)	All Managers (Combined)	$419.1K	0.1% ($419.1K/$711.6M)	QoQ -5.18% (-$22.9K) YoY -5.22% (-$23.1K)
SUNCOR ENERGY INC(SUcusip867224107)	10.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$417.9K	0.1% ($417.9K/$711.6M)	QoQ +8.52% (+$32.8K) YoY +4.90% (+$19.5K)
(ITOTcusip464287150)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$405.0K	0.1% ($405.0K/$711.6M)	QoQ NEW(+$405.0K) YoY NEW(+$405.0K)
FISERV INC(FIcusip337738108)	1.8K	QoQ +27.32% (+393) YoY +30.87% (+432)	All Managers (Combined)	$404.3K	0.1% ($404.3K/$711.6M)	QoQ +36.88% (+$108.9K) YoY +80.84% (+$180.8K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	7.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$404.2K	0.1% ($404.2K/$711.6M)	QoQ -31.67% (-$187.4K) YoY +21.47% (+$71.5K)
AMGEN INC(AMGNcusip031162100)	1.3K	QoQ -0.46% (-6) YoY -14.00% (-208)	All Managers (Combined)	$397.9K	0.1% ($397.9K/$711.6M)	QoQ +18.97% (-$63.4K) YoY -5.77% (-$24.4K)
(IWVcusip464287689)	1.2K	QoQ 0.00% (-0) YoY -38.61% (-775)	All Managers (Combined)	$391.3K	0.1% ($391.3K/$711.6M)	QoQ -4.96% (-$20.5K) YoY -35.02% (-$210.9K)
STRYKER CORP(SYKcusip863667101)	1.0K	QoQ +0.48% (+5) YoY -8.17% (-93)	All Managers (Combined)	$389.0K	0.1% ($389.0K/$711.6M)	QoQ +3.90% (+$14.6K) YoY -4.44% (-$18.1K)
(EWJcusip46434G822)	5.3K	QoQ -0.48% (-26) YoY NEW(+5.3K)	All Managers (Combined)	$364.9K	0.1% ($364.9K/$711.6M)	QoQ +1.67% (-$6.0K) YoY NEW(+$364.9K)
(cusip46137V233)✕	7.9K	QoQ 0.00% (-0) YoY NEW(+7.9K)	All Managers (Combined)	$364.7K	0.1% ($364.7K/$711.6M)	QoQ -7.88% (-$31.2K) YoY NEW(+$364.7K)
PEPSICO INC(PEPcusip713448108)	2.4K	QoQ -2.11% (-52) YoY +58.48% (+889)	All Managers (Combined)	$361.2K	0.1% ($361.2K/$711.6M)	QoQ -3.47% (-$13.0K) YoY +35.78% (+$95.2K)