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,
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  "MP",
  null,
  null,
  "RF",
  "QSR",
  "ONON",
  "ATKR",
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  "FWONK",
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  "MU",
  null,
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  "ITT",
  "MMM",
  "MBC",
  "ABBV",
  "OBDC",
  "APD",
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  "MWA",
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  "JEF",
  null,
  "ALL",
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  "AXP",
  null,
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  "AFRM",
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  "T",
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  "AYI",
  null,
  null,
  null,
  "ARCC",
  "FCEL",
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  null,
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  null,
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  null,
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  null,
  null,
  "NMRK",
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  null,
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  null,
  "DT",
  null,
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  null,
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  null,
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  "EOG",
  "EXPD",
  null,
  null,
  null,
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  "FITB",
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  "GD",
  "IREN",
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  null,
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  "ATAI",
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  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,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  "TBRG",
  null,
  "IONQ",
  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,
  "NVDA",
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  "ENB",
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  null,
  "KEYS",
  null,
  "MKC",
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  null,
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  null,
  null,
  "DGX",
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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,
  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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  "UBER",
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  "UPS",
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  "VO",
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  "ARR",
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  "VXF",
  "AGNC",
  "ASH",
  "LTC",
  "SOUN",
  "RCL",
  "EIG",
  "VOE",
  "MRNA",
  "SCHW",
  "ALC",
  "ASBP",
  null,
  null,
  "ACWV",
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  "STAG",
  "PEO",
  "VWO",
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  null,
  "IWV",
  "HR",
  "LPX",
  null,
  "ADSE",
  "PACS",
  "PRF",
  null,
  null,
  null,
  "EPRT",
  "AEO",
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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,
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  "FSK",
  "VYM",
  null,
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  "DD",
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  "K",
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  "MKSI",
  "ADSK",
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  "EL",
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  "FI",
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  "WSO",
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  "F",
  "WEC",
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  "FOUR",
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  null,
  "CAH",
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  "IBP",
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  null,
  "JBLU",
  "INSG",
  null,
  "INSW",
  "KT",
  "BIPC",
  null,
  "IEX",
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  "TTWO",
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  null,
  "IVE",
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  null,
  null,
  "IVZ",
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  "ESGD",
  null,
  "AMC",
  null,
  "KD",
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  "BBCA",
  "SG",
  null,
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  null,
  "DKNG",
  "VEU",
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  "USB",
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  "VUG",
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  null,
  "VTWO",
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  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
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  "VRSN",
  "VTRS",
  "VKTX",
  "WD",
  "W",
  "WBD",
  null,
  "WMT",
  "WCC",
  "WEN",
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  null,
  null,
  "KLG",
  "WPC",
  "WYNN",
  "YUMC",
  "YUM",
  "SOLV",
  null,
  null,
  "BBEU",
  "DTE",
  "OC",
  "GRMN",
  "ONTO",
  "PTC",
  null,
  "FNF",
  "G",
  "SCHD",
  "ET",
  "SOFI",
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  "SCHG",
  null,
  "SCHF",
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  "JBHT",
  "LEA",
  "DEI",
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  null,
  "NSC",
  "LBRDK",
  "JCI",
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  "HST",
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  "MFC",
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  "MKL",
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  "SO",
  null,
  "TPC",
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  null,
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  "SFL",
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  "SWKS",
  "SNAP",
  null,
  null,
  "S",
  null,
  "SYY",
  "DIA",
  null,
  "TPG",
  null,
  null,
  null,
  null,
  "IXUS",
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  "ZION",
  "GEV",
  "ARLP",
  "ZBH",
  "ZM",
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  "MCK",
  null,
  "SPYV",
  "GWW",
  null,
  null,
  "PSA",
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  "NRG",
  "FDX",
  "STM",
  null,
  "AN",
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  "AZZ",
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  "BCS",
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  "BAX",
  "BDX",
  "BKH",
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  "BILL",
  "BBY",
  "BMRN",
  null,
  "OWL",
  "BWA",
  "BTI",
  "BC",
  "BF-B",
  "BIP",
  "BLDR",
  "BAM.TO",
  "CACI",
  "CCJ",
  "CNI",
  "CDNS",
  "CWST",
  "CG",
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  "CTRE",
  "CSL",
  "CE",
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  "CB",
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  "CFG",
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  "CLX",
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  null,
  "KO",
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  "STZ",
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  "ED",
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  null,
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  null,
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  "J",
  "ADI",
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  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "XOM",
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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 • $711,561.221K total value

716 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 6 of 36

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81369Y605

Shares:7.2K

Value:$359.5K

BP PLC

BP|055622104

Shares:10.3K

Value:$348.3K

46438F101

Shares:7.3K

Value:$342.5K

MCKESSON CORP

MCK|58155Q103

Shares:496

Value:$333.8K

Palo Alto Networks Inc

PANW|697435105

Shares:1.9K

Value:$332.6K

PFIZER INC

PFE|717081103

Shares:13.1K

Value:$332.0K

NorthWestern Energy Group, Inc.

NWE|668074305

Shares:5.7K

Value:$327.4K

Walt Disney Co

DIS|254687106

Shares:3.3K

Value:$322.7K

464287309

IVW|464287309

Shares:3.4K

Value:$316.6K

808524805

SCHF|808524805

Shares:15.7K

Value:$311.3K

Salesforce, Inc.

CRM|79466L302

Shares:1.1K

Value:$297.9K

AUTOZONE INC

AZO|053332102

Shares:78

Value:$297.4K

97717W422

Shares:6.7K

Value:$290.7K

464287598

IWD|464287598

Shares:1.5K

Value:$289.6K

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.2K

Value:$285.0K

46137V357

RSP|46137V357

Shares:1.6K

Value:$282.0K

464287499

IWR|464287499

Shares:3.3K

Value:$277.7K

NUCOR CORP

NUE|670346105

Shares:2.3K

Value:$275.5K

46432F339

QUAL|46432F339

Shares:1.6K

Value:$271.4K

YUM BRANDS INC

YUM|988498101

Shares:1.7K

Value:$267.8K

Instrument	Shares		Other Manager	Value
(cusip81369Y605)✕	7.2K	QoQ -49.94% (-7.2K) YoY -11.01% (-893)	All Managers (Combined)	$359.5K	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +17.29% (+$39.5K) YoY +856.25% (+$239.8K)