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 7 of 36

Sort by:

464287622

IWB|464287622

Shares:866

Value:$265.6K

% of Portfolio:0.0% ($265.6K/$711.6M)

81369Y506

Shares:2.8K

Value:$260.3K

% of Portfolio:0.0% ($260.3K/$711.6M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.2K

Value:$260.2K

% of Portfolio:0.0% ($260.2K/$711.6M)

PPL Corp

PPL|69351T106

Shares:7.1K

Value:$254.7K

% of Portfolio:0.0% ($254.7K/$711.6M)

464287101

Shares:933

Value:$252.7K

% of Portfolio:0.0% ($252.7K/$711.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.5K

Value:$248.8K

% of Portfolio:0.0% ($248.8K/$711.6M)

464288257

Shares:2.1K

Value:$245.7K

% of Portfolio:0.0% ($245.7K/$711.6M)

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:2.5K

Value:$242.7K

% of Portfolio:0.0% ($242.7K/$711.6M)

MANULIFE FINANCIAL CORP

MFC|56501R106

Shares:7.2K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$711.6M)

Spectrum Brands Holdings, Inc.

SPB|84790A105

Shares:3.0K

Value:$215.3K

% of Portfolio:0.0% ($215.3K/$711.6M)

922907746

VTEB|922907746

Shares:4.3K

Value:$212.4K

% of Portfolio:0.0% ($212.4K/$711.6M)

808524789

Shares:8.8K

Value:$203.5K

% of Portfolio:0.0% ($203.5K/$711.6M)

GE Vernova Inc.

GEV|36828A101

Shares:662

Value:$202.1K

% of Portfolio:0.0% ($202.1K/$711.6M)

Viking Therapeutics, Inc.

VKTX|92686J106

Shares:8.3K

Value:$201.0K

% of Portfolio:0.0% ($201.0K/$711.6M)

464287457

Shares:2.4K

Value:$199.7K

% of Portfolio:0.0% ($199.7K/$711.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:834

Value:$197.0K

% of Portfolio:0.0% ($197.0K/$711.6M)

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

ZION|989701107

Shares:4.0K

Value:$196.9K

% of Portfolio:0.0% ($196.9K/$711.6M)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:399

Value:$193.4K

% of Portfolio:0.0% ($193.4K/$711.6M)

BLACK HILLS CORP /SD/

BKH|092113109

Shares:3.1K

Value:$187.8K

% of Portfolio:0.0% ($187.8K/$711.6M)

46137V613

PRF|46137V613

Shares:4.6K

Value:$187.5K

% of Portfolio:0.0% ($187.5K/$711.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWBcusip464287622)	866	QoQ +99.08% (+431) YoY NEW(+866)	All Managers (Combined)	$265.6K	0.0% ($265.6K/$711.6M)	QoQ +89.55% (+$125.5K) YoY NEW(+$265.6K)
(cusip81369Y506)✕	2.8K	QoQ -47.03% (-2.5K) YoY -48.38% (-2.6K)	All Managers (Combined)	$260.3K	0.0% ($260.3K/$711.6M)	QoQ -42.21% (-$190.1K) YoY -48.91% (-$249.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.2K	QoQ +0.32% (-4) YoY -30.79% (-547)	All Managers (Combined)	$260.2K	0.0% ($260.2K/$711.6M)	QoQ -5.95% (-$16.5K) YoY -28.60% (-$104.3K)
PPL Corp(PPLcusip69351T106)	7.1K	QoQ +0.21% (+15) YoY +64.58% (+2.8K)	All Managers (Combined)	$254.7K	0.0% ($254.7K/$711.6M)	QoQ +11.47% (+$26.2K) YoY +115.86% (+$136.7K)
(cusip464287101)✕	933	QoQ 0.00% (-0) YoY +53.45% (+325)	All Managers (Combined)	$252.7K	0.0% ($252.7K/$711.6M)	QoQ -6.23% (-$16.8K) YoY +67.97% (+$102.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.5K	QoQ +0.22% (-8) YoY -33.24% (-1.7K)	All Managers (Combined)	$248.8K	0.0% ($248.8K/$711.6M)	QoQ -0.89% (-$2.2K) YoY -25.95% (-$87.2K)
(cusip464288257)✕	2.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$245.7K	0.0% ($245.7K/$711.6M)	QoQ -0.94% (-$2.3K) YoY +5.68% (+$13.2K)
PINNACLE WEST CAPITAL CORP(PNWcusip723484101)	2.5K	QoQ +0.55% (+14) YoY +222.53% (+1.8K)	All Managers (Combined)	$242.7K	0.0% ($242.7K/$711.6M)	QoQ +13.02% (+$28.0K) YoY +311.16% (+$183.7K)
MANULIFE FINANCIAL CORP(MFCcusip56501R106)	7.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$711.6M)	QoQ +1.43% (+$3.2K) YoY +24.64% (+$44.4K)
Spectrum Brands Holdings, Inc.(SPBcusip84790A105)	3.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$215.3K	0.0% ($215.3K/$711.6M)	QoQ -15.31% (-$38.9K) YoY -19.61% (-$52.5K)
(VTEBcusip922907746)	4.3K	QoQ 0.00% (-0) YoY +608.60% (+3.7K)	All Managers (Combined)	$212.4K	0.0% ($212.4K/$711.6M)	QoQ -1.01% (-$2.2K) YoY +594.87% (+$181.8K)
(cusip808524789)✕	8.8K	QoQ 0.00% (-0) YoY +199.96% (+5.9K)	All Managers (Combined)	$203.5K	0.0% ($203.5K/$711.6M)	QoQ -1.07% (-$2.2K) YoY +4.17% (+$8.1K)
GE Vernova Inc.(GEVcusip36828A101)	662	QoQ -1.48% (-10) YoY NEW(+662)	All Managers (Combined)	$202.1K	0.0% ($202.1K/$711.6M)	QoQ -8.57% (-$18.9K) YoY NEW(+$202.1K)
Viking Therapeutics, Inc.(VKTXcusip92686J106)	8.3K	QoQ 0.00% (-0) YoY NEW(+8.3K)	All Managers (Combined)	$201.0K	0.0% ($201.0K/$711.6M)	QoQ -39.98% (-$133.9K) YoY NEW(+$201.0K)
(cusip464287457)✕	2.4K	QoQ -1.38% (-34) YoY +58.19% (+888)	All Managers (Combined)	$199.7K	0.0% ($199.7K/$711.6M)	QoQ -0.48% (-$977) YoY +60.02% (+$74.9K)
UNION PACIFIC CORP(UNPcusip907818108)	834	QoQ 0.00% (+0) YoY -21.91% (-234)	All Managers (Combined)	$197.0K	0.0% ($197.0K/$711.6M)	QoQ +3.59% (+$6.8K) YoY -24.98% (-$65.6K)
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/(ZIONcusip989701107)	4.0K	QoQ 0.00% (-0) YoY +11.89% (+420)	All Managers (Combined)	$196.9K	0.0% ($196.9K/$711.6M)	QoQ -8.09% (-$17.3K) YoY +28.54% (+$43.7K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	399	QoQ -0.25% (-1) YoY -22.82% (-118)	All Managers (Combined)	$193.4K	0.0% ($193.4K/$711.6M)	QoQ +20.09% (-$32.4K) YoY -10.48% (-$22.7K)
BLACK HILLS CORP /SD/(BKHcusip092113109)	3.1K	QoQ +0.48% (+15) YoY +88.72% (+1.5K)	All Managers (Combined)	$187.8K	0.0% ($187.8K/$711.6M)	QoQ +4.12% (+$7.4K) YoY +109.64% (+$98.2K)
(PRFcusip46137V613)	4.6K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$187.5K	0.0% ($187.5K/$711.6M)	QoQ +0.17% (+$325) YoY +5.04% (+$9.0K)