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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  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,
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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,
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  null,
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  null,
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  "S",
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  null,
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  "IXUS",
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  null,
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  null,
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  null,
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  null,
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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 6 of 36

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81369Y605

Shares:7.2K

Value:$359.5K

% of Portfolio:0.1% ($359.5K/$711.6M)

BP PLC

BP|055622104

Shares:10.3K

Value:$348.3K

% of Portfolio:0.0% ($348.3K/$711.6M)

46438F101

Shares:7.3K

Value:$342.5K

% of Portfolio:0.0% ($342.5K/$711.6M)

MCKESSON CORP

MCK|58155Q103

Shares:496

Value:$333.8K

% of Portfolio:0.0% ($333.8K/$711.6M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.9K

Value:$332.6K

% of Portfolio:0.0% ($332.6K/$711.6M)

PFIZER INC

PFE|717081103

Shares:13.1K

Value:$332.0K

% of Portfolio:0.0% ($332.0K/$711.6M)

NorthWestern Energy Group, Inc.

NWE|668074305

Shares:5.7K

Value:$327.4K

% of Portfolio:0.0% ($327.4K/$711.6M)

Walt Disney Co

DIS|254687106

Shares:3.3K

Value:$322.7K

% of Portfolio:0.0% ($322.7K/$711.6M)

464287309

IVW|464287309

Shares:3.4K

Value:$316.6K

% of Portfolio:0.0% ($316.6K/$711.6M)

808524805

SCHF|808524805

Shares:15.7K

Value:$311.3K

% of Portfolio:0.0% ($311.3K/$711.6M)

Salesforce, Inc.

CRM|79466L302

Shares:1.1K

Value:$297.9K

% of Portfolio:0.0% ($297.9K/$711.6M)

AUTOZONE INC

AZO|053332102

Shares:78

Value:$297.4K

% of Portfolio:0.0% ($297.4K/$711.6M)

97717W422

Shares:6.7K

Value:$290.7K

% of Portfolio:0.0% ($290.7K/$711.6M)

464287598

IWD|464287598

Shares:1.5K

Value:$289.6K

% of Portfolio:0.0% ($289.6K/$711.6M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.2K

Value:$285.0K

% of Portfolio:0.0% ($285.0K/$711.6M)

46137V357

RSP|46137V357

Shares:1.6K

Value:$282.0K

% of Portfolio:0.0% ($282.0K/$711.6M)

464287499

IWR|464287499

Shares:3.3K

Value:$277.7K

% of Portfolio:0.0% ($277.7K/$711.6M)

NUCOR CORP

NUE|670346105

Shares:2.3K

Value:$275.5K

% of Portfolio:0.0% ($275.5K/$711.6M)

46432F339

QUAL|46432F339

Shares:1.6K

Value:$271.4K

% of Portfolio:0.0% ($271.4K/$711.6M)

YUM BRANDS INC

YUM|988498101

Shares:1.7K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y605)✕	7.2K	QoQ -49.94% (-7.2K) YoY -11.01% (-893)	All Managers (Combined)	$359.5K	0.1% ($359.5K/$711.6M)	QoQ -48.40% (-$337.3K) YoY +5.23% (-$17.9K)
BP PLC(BPcusip055622104)	10.3K	QoQ +1.40% (+143) YoY +3.81% (-379)	All Managers (Combined)	$348.3K	0.0% ($348.3K/$711.6M)	QoQ +15.92% (+$47.8K) YoY -6.89% (-$25.8K)
(cusip46438F101)✕	7.3K	QoQ +1357.37% (+6.8K) YoY NEW(+7.3K)	All Managers (Combined)	$342.5K	0.0% ($342.5K/$711.6M)	QoQ +1185.90% (+$315.8K) YoY NEW(+$342.5K)
MCKESSON CORP(MCKcusip58155Q103)	496	QoQ +2.26% (+11) YoY -45.37% (-412)	All Managers (Combined)	$333.8K	0.0% ($333.8K/$711.6M)	QoQ +20.76% (+$57.4K) YoY -31.52% (-$153.7K)
Palo Alto Networks Inc(PANWcusip697435105)	1.9K	QoQ -8.84% (-189) YoY +23.43% (-370)	All Managers (Combined)	$332.6K	0.0% ($332.6K/$711.6M)	QoQ -14.51% (-$56.5K) YoY -25.87% (-$116.1K)
PFIZER INC(PFEcusip717081103)	13.1K	QoQ -0.86% (-114) YoY -11.16% (-1.6K)	All Managers (Combined)	$332.0K	0.0% ($332.0K/$711.6M)	QoQ -5.30% (-$18.6K) YoY -18.88% (-$77.3K)
NorthWestern Energy Group, Inc.(NWEcusip668074305)	5.7K	QoQ +1.16% (+65) YoY +33.12% (+1.4K)	All Managers (Combined)	$327.4K	0.0% ($327.4K/$711.6M)	QoQ +9.49% (+$28.4K) YoY +51.27% (+$111.0K)
Walt Disney Co(DIScusip254687106)	3.3K	QoQ -7.07% (-249) YoY -14.17% (-540)	All Managers (Combined)	$322.7K	0.0% ($322.7K/$711.6M)	QoQ -17.62% (-$69.0K) YoY -30.77% (-$143.4K)
(IVWcusip464287309)	3.4K	QoQ -14.95% (-600) YoY -12.78% (-500)	All Managers (Combined)	$316.6K	0.0% ($316.6K/$711.6M)	QoQ -22.24% (-$90.6K) YoY -4.11% (-$13.6K)
(SCHFcusip808524805)	15.7K	QoQ -0.76% (-122) YoY +104.62% (+8.0K)	All Managers (Combined)	$311.3K	0.0% ($311.3K/$711.6M)	QoQ +6.09% (-$17.9K) YoY +3.73% (+$11.2K)
Salesforce, Inc.(CRMcusip79466L302)	1.1K	QoQ -7.65% (-92) YoY -44.24% (-881)	All Managers (Combined)	$297.9K	0.0% ($297.9K/$711.6M)	QoQ -25.87% (-$104.0K) YoY -50.32% (-$301.8K)
AUTOZONE INC(AZOcusip053332102)	78	QoQ 0.00% (+0) YoY +4.00% (+3)	All Managers (Combined)	$297.4K	0.0% ($297.4K/$711.6M)	QoQ +19.07% (+$47.6K) YoY +25.81% (+$61.0K)
(cusip97717W422)✕	6.7K	QoQ -41.82% (-4.8K) YoY -27.32% (-2.5K)	All Managers (Combined)	$290.7K	0.0% ($290.7K/$711.6M)	QoQ -43.82% (-$226.8K) YoY -27.07% (-$107.9K)
(IWDcusip464287598)	1.5K	QoQ +5.12% (+75) YoY +54.98% (+546)	All Managers (Combined)	$289.6K	0.0% ($289.6K/$711.6M)	QoQ +6.84% (+$18.5K) YoY +62.81% (+$111.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.2K	QoQ +0.90% (+11) YoY -21.54% (-338)	All Managers (Combined)	$285.0K	0.0% ($285.0K/$711.6M)	QoQ +15.76% (+$38.8K) YoY -14.78% (-$49.4K)
(RSPcusip46137V357)	1.6K	QoQ +3.36% (+53) YoY -34.11% (-843)	All Managers (Combined)	$282.0K	0.0% ($282.0K/$711.6M)	QoQ +2.18% (+$6.0K) YoY -32.61% (-$136.5K)
(IWRcusip464287499)	3.3K	QoQ +3.29% (-104) YoY NEW(+3.3K)	All Managers (Combined)	$277.7K	0.0% ($277.7K/$711.6M)	QoQ -0.59% (-$1.7K) YoY NEW(+$277.7K)
NUCOR CORP(NUEcusip670346105)	2.3K	QoQ -13.36% (-353) YoY +636.01% (+2.0K)	All Managers (Combined)	$275.5K	0.0% ($275.5K/$711.6M)	QoQ -10.66% (-$32.9K) YoY +347.61% (+$213.9K)
(QUALcusip46432F339)	1.6K	QoQ +23.38% (+301) YoY +21.22% (+278)	All Managers (Combined)	$271.4K	0.0% ($271.4K/$711.6M)	QoQ +18.40% (+$42.2K) YoY +26.04% (+$56.1K)
YUM BRANDS INC(YUMcusip988498101)	1.7K	QoQ 0.00% (+0) YoY +742.57% (+1.5K)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$711.6M)	QoQ +17.29% (+$39.5K) YoY +856.25% (+$239.8K)