Crewe Advisors LLC
- SEC CIK
- 0001730033
- Latest filing
- Jul 23, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 21, 2021. Long positions only.
- Positions
- 474
- No 13F data for Q4 2020
- Portfolio value
- $403.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,231,264 | $115.5M | 28.7% | – | – | History |
| PNTGPennant Group, Inc. | COM | 1,209,487 | $55.4M | 13.7% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 80,705 | $32.1M | 8.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 80,465 | $31.9M | 7.9% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 86,307 | $22.5M | 5.6% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 515,938 | $18.7M | 4.6% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 78,877 | $17.4M | 4.3% | – | – | – |
| CVXChevron Corp | Stock | 102,515 | $10.7M | 2.7% | – | – | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 686,576 | $10.3M | 2.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 137,714 | $10.2M | 2.5% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 144,333 | $8.86M | 2.2% | – | – | – |
| TSLATesla, Inc. | Stock | 9,629 | $6.43M | 1.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 26,532 | $6.25M | 1.6% | – | – | History |
| AAPLApple Inc. | Stock | 48,115 | $5.88M | 1.5% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,061 | $4.79M | 1.2% | – | – | History |
| VVisa Inc. | Stock | 15,200 | $3.22M | 0.8% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 50,365 | $2.56M | 0.6% | – | – | – |
| ADPTAdaptive Biotechnologies Corp | COM | 59,138 | $2.38M | 0.6% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,190 | $1.98M | 0.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 22,856 | $1.73M | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,363 | $1.69M | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 457 | $1.41M | 0.4% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 3,261 | $1.19M | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,295 | $1.16M | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,060 | $1.04M | 0.3% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 10,070 | $925.0K | 0.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,757 | $891.0K | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,017 | $889.0K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 14,264 | $796.0K | 0.2% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $744.0K | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,254 | $680.0K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,794 | $578.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,699 | $558.0K | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,794 | $473.0K | 0.1% | – | – | – |
| FFINFirst Financial Bankshares Inc | COM | 9,690 | $453.0K | 0.1% | – | – | History |
| ANAutonation, Inc. | COM | 4,761 | $444.0K | 0.1% | – | – | History |
| DUKDuke Energy CORP | Stock | 4,287 | $414.0K | 0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,863 | $412.0K | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 10,508 | $381.0K | 0.1% | – | – | History |
| BABoeing Co | Stock | 1,401 | $357.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 996 | $351.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,843 | $340.0K | 0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 152 | $314.0K | 0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 3,266 | $306.0K | 0.1% | – | – | History |
| GEGeneral Electric Co | COM | 21,059 | $277.0K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 3,580 | $271.0K | 0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 2,005 | $267.0K | 0.1% | – | – | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,447 | $266.0K | 0.1% | – | – | – |
| SPBSpectrum Brands Holdings, Inc. | COM | 3,080 | $262.0K | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 786 | $260.0K | 0.1% | – | – | History |
| NWENorthWestern Energy Group, Inc. | COM NEW | 3,794 | $247.0K | 0.1% | – | – | History |
| JEFJefferies Financial Group Inc. | COM | 7,992 | $241.0K | 0.1% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 6,182 | $237.0K | 0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 2,068 | $236.0K | 0.1% | – | – | – |
| SONYSony Group Corp | SPONSORED ADR | 2,212 | $234.0K | 0.1% | – | – | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 5,882 | $231.0K | 0.1% | – | – | – |
| XYZBlock, Inc. | CL A | 1,000 | $227.0K | 0.1% | – | – | History |
| SUSuncor Energy Inc | Stock | 10,794 | $226.0K | 0.1% | – | – | History |
| MNROMonro, Inc. | COM | 3,406 | $224.0K | 0.1% | – | – | History |
| RTXRTX Corp | Stock | 2,880 | $223.0K | 0.1% | – | – | History |
| CMPRCIMPRESS plc | SHS EURO | 2,223 | $223.0K | 0.1% | – | – | History |
| MAMastercard Inc | Stock | 609 | $217.0K | 0.1% | – | – | History |
| KMTKennametal Inc | COM | 5,000 | $200.0K | <0.1% | – | – | History |
| FDXFedEx Corp | Stock | 668 | $190.0K | <0.1% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,000 | $186.0K | <0.1% | – | – | – |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,548 | $186.0K | <0.1% | – | – | History |
| EAElectronic Arts Inc. | COM | 1,361 | $184.0K | <0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 1,204 | $181.0K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 5,779 | $175.0K | <0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 236 | $174.0K | <0.1% | – | – | History |
| ZIONZions Bancorporation, National Association | COM | 3,163 | $174.0K | <0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 370 | $169.0K | <0.1% | – | – | History |
| BKNGBooking Holdings Inc. | Stock | 71 | $165.0K | <0.1% | – | – | History |
| TJXTJX Companies Inc | Stock | 2,332 | $154.0K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,110 | $149.0K | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 71 | $147.0K | <0.1% | – | – | History |
| PPLPPL Corp | COM | 5,111 | $147.0K | <0.1% | – | – | History |
| DLYDoubleLine Yield Opportunities Fund | COM | 7,500 | $144.0K | <0.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,228 | $143.0K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 928 | $141.0K | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 1,989 | $140.0K | <0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 786 | $138.0K | <0.1% | – | – | History |
| GSBDGoldman Sachs BDC, Inc. | SHS | 6,917 | $134.0K | <0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,571 | $130.0K | <0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 2,050 | $129.0K | <0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 997 | $128.0K | <0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 417 | $127.0K | <0.1% | – | – | History |
| NFLXNetflix Inc | Stock | 241 | $126.0K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 1,136 | $124.0K | <0.1% | – | – | History |
| SNAPSnap Inc | Stock | 2,373 | $124.0K | <0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 2,269 | $123.0K | <0.1% | – | – | History |
| KRKroger Co | Stock | 3,430 | $123.0K | <0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 537 | $122.0K | <0.1% | – | – | History |
| WWayfair Inc. | CL A | 385 | $121.0K | <0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 367 | $119.0K | <0.1% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,175 | $119.0K | <0.1% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 356 | $116.0K | <0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 973 | $113.0K | <0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 492 | $109.0K | <0.1% | – | – | History |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 7,500 | $108.0K | <0.1% | – | – | History |