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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
473
−1 vs. Q1 2021
Portfolio value
$403.1M
−$79.0K (0.0%) vs. Q1 2021
Filed
Aug 11, 2021
SEC
Holdings of Crewe Advisors LLC in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
FIZZNational Beverage CorpCOM70$3.00K<0.1%−164−70.1%ReducedHistory
HLIHoulihan Lokey, Inc.CL A39$3.00K<0.1%−93−70.5%ReducedHistory
MNSTMonster Beverage CorpCOM32$3.00K<0.1%00.0%UnchangedHistory
WSOWatsco IncCOM11$3.00K<0.1%−26−70.3%ReducedHistory
GERNGeron CorpCOM2,000$3.00K<0.1%00.0%UnchangedHistory
AZTAAzenta, Inc.COM33$3.00K<0.1%−158−82.7%ReducedHistory
PDDPDD Holdings Inc.SPONSORED ADS24$3.00K<0.1%00.0%UnchangedHistory
EFOREverforth IncCOM33$3.00K<0.1%−69−67.6%ReducedHistory
CGCCanopy Growth CorpCOM112$3.00K<0.1%+112NewHistory
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP100$3.00K<0.1%00.0%UnchangedHistory
POWRUPowered BrandsUNIT 99/99/9999250$3.00K<0.1%00.0%UnchangedHistory
DNABSocial Capital Suvretta Holdings Corp. IICLASS A ORD SHS300$3.00K<0.1%+300NewHistory
EMREmerson Electric CoStock40$4.00K<0.1%−30−42.9%ReducedHistory
CBChubb LtdStock26$4.00K<0.1%−27−50.9%ReducedHistory
AALAmerican Airlines Group Inc.Stock180$4.00K<0.1%00.0%UnchangedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR35$4.00K<0.1%−168−82.8%ReducedHistory
PHParker-Hannifin CorpStock13$4.00K<0.1%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock10$4.00K<0.1%−10−50.0%ReducedHistory
NVONovo Nordisk A SADR45$4.00K<0.1%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM64$4.00K<0.1%−89−58.2%ReducedHistory
DOVDOVER CorpCOM25$4.00K<0.1%−18−41.9%ReducedHistory
CNPCenterpoint Energy IncCOM158$4.00K<0.1%00.0%UnchangedHistory
LSTRLandstar System IncCOM24$4.00K<0.1%−23−48.9%ReducedHistory
iShares Tr46434V464LOW CA OP MS ETF27$4.00K<0.1%+15+125.0%Added–
EBAYeBay IncCOM62$4.00K<0.1%−154−71.3%ReducedHistory
EQIXEquinix IncCOM5$4.00K<0.1%00.0%UnchangedHistory
SNXTD Synnex CorpCOM29$4.00K<0.1%00.0%UnchangedHistory
TRNTrinity Industries IncCOM140$4.00K<0.1%−121−46.4%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS52$4.00K<0.1%−99−65.6%ReducedHistory
XPEVXpeng Inc.ADS100$4.00K<0.1%+100NewHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM200$4.00K<0.1%00.0%UnchangedHistory
KSUKansas City SouthernCOM NEW15$4.00K<0.1%00.0%UnchangedHistory
SWNSouthwestern Energy CoCOM699$4.00K<0.1%−1,065−60.4%ReducedHistory
YPFYpf Sociedad AnonimaSPON ADR CL D950$4.00K<0.1%−900−48.6%ReducedHistory
WELLWelltower Inc.REIT63$5.00K<0.1%−93−59.6%ReducedHistory
NVSNovartis AGADR59$5.00K<0.1%00.0%UnchangedHistory
SWKSSkyworks Solutions, Inc.Stock25$5.00K<0.1%00.0%UnchangedHistory
CNICanadian National Railway CoStock46$5.00K<0.1%00.0%UnchangedHistory
CNXCConcentrix CorpStock29$5.00K<0.1%00.0%UnchangedHistory
DGDollar General CorpCOM23$5.00K<0.1%00.0%UnchangedHistory
TSCOTractor Supply CoCOM28$5.00K<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM59$5.00K<0.1%00.0%UnchangedHistory
LVSLas Vegas Sands CorpCOM90$5.00K<0.1%00.0%UnchangedHistory
RFRegions Financial CorpCOM233$5.00K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW5$5.00K<0.1%00.0%UnchangedHistory
IRIngersoll Rand Inc.COM98$5.00K<0.1%00.0%UnchangedHistory
ABBNYABB LtdSPONSORED ADR154$5.00K<0.1%−187−54.8%ReducedHistory
SMGScotts Miracle-Gro CoStock31$6.00K<0.1%−48−60.8%ReducedHistory
SYKStryker CorpStock23$6.00K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF37$6.00K<0.1%00.0%Unchanged–
MCOMoodys CorpStock16$6.00K<0.1%00.0%UnchangedHistory
KLACKLA CorpCOM NEW19$6.00K<0.1%00.0%UnchangedHistory
STSensata Technologies Holding plcSHS104$6.00K<0.1%−89−46.1%ReducedHistory
AINAlbany International CorpCL A62$6.00K<0.1%−31−33.3%ReducedHistory
iShares Inc464286533MSCI EMERG MRKT100$6.00K<0.1%00.0%Unchanged–
CBRECbre Group, Inc.CL A70$6.00K<0.1%−171−71.0%ReducedHistory
MFCManulife Financial CorpCOM290$6.00K<0.1%−162−35.8%ReducedHistory
CWSTCasella Waste Systems IncCL A90$6.00K<0.1%00.0%UnchangedHistory
ALRAlerisLife Inc.COM NEW1,000$6.00K<0.1%00.0%UnchangedHistory
JJacobs Solutions Inc.COM48$6.00K<0.1%−57−54.3%ReducedHistory
ZNGAZynga IncCL A600$6.00K<0.1%00.0%UnchangedHistory
TELTE Connectivity plcREG SHS45$6.00K<0.1%−28−38.4%ReducedHistory
iShares S&P 500 Value ETF464287408ETF45$7.00K<0.1%00.0%Unchanged–
PRIPrimerica, Inc.Stock43$7.00K<0.1%00.0%UnchangedHistory
KMXCarMax IncCOM53$7.00K<0.1%−51−49.0%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM12$7.00K<0.1%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM75$7.00K<0.1%00.0%UnchangedHistory
CHTRCharter Communications, Inc.CL A10$7.00K<0.1%00.0%UnchangedHistory
SVRASavara IncCOM3,910$7.00K<0.1%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM19$7.00K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW121$7.00K<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A16$7.00K<0.1%00.0%UnchangedHistory
LITBLightInTheBox Holding Co., Ltd.SPONSORED ADR3,500$7.00K<0.1%+1,500+75.0%AddedHistory
NKLANikola CorpCOM400$7.00K<0.1%00.0%UnchangedHistory
FFord Motor CoStock510$8.00K<0.1%+200+64.5%AddedHistory
EXPEExpedia Group, Inc.Stock50$8.00K<0.1%00.0%UnchangedHistory
STTState Street CorpCOM96$8.00K<0.1%00.0%UnchangedHistory
ESGREnstar Group LTDSHS32$8.00K<0.1%−5−13.5%ReducedHistory
GGGGraco IncCOM111$8.00K<0.1%00.0%UnchangedHistory
HLTHilton Worldwide Holdings Inc.COM66$8.00K<0.1%00.0%UnchangedHistory
SESea LtdSPONSORD ADS28$8.00K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM101$8.00K<0.1%00.0%UnchangedHistory
LHLabcorp Holdings Inc.COM NEW30$8.00K<0.1%−25−45.5%ReducedHistory
ABBVAbbVie Inc.Stock83$9.00K<0.1%00.0%UnchangedHistory
QRVOQorvo, Inc.Stock46$9.00K<0.1%−22−32.4%ReducedHistory
VMCVulcan Materials COCOM50$9.00K<0.1%00.0%UnchangedHistory
RIOTRiot Platforms, Inc.COM250$9.00K<0.1%+250NewHistory
MLCOMelco Resorts & Entertainment LTDADR519$9.00K<0.1%00.0%UnchangedHistory
CTXSCitrix Systems IncCOM76$9.00K<0.1%00.0%UnchangedHistory
WORKSlack Technologies, Inc.COM CL A200$9.00K<0.1%00.0%UnchangedHistory
TMXTerminix Global Holdings IncCOM181$9.00K<0.1%00.0%UnchangedHistory
MRKMerck & Co., Inc.Stock125$10.0K<0.1%−551−81.5%ReducedHistory
SOFISoFi Technologies, Inc.Stock500$10.0K<0.1%+500NewHistory
CICigna GroupStock43$10.0K<0.1%00.0%UnchangedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR850$10.0K<0.1%−500−37.0%ReducedHistory
iShares Inc464286822MSCI MEXICO ETF200$10.0K<0.1%00.0%Unchanged–
iShares Tr464287291GLOBAL TECH ETF30$10.0K<0.1%00.0%Unchanged–
iShares Inc464286525MSCI GBL MIN VOL100$10.0K<0.1%00.0%Unchanged–
MUMicron Technology IncStock129$11.0K<0.1%00.0%UnchangedHistory
VTRSViatris IncStock743$11.0K<0.1%−248−25.0%ReducedHistory

Sold out since Q1 2021 (29)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of Crewe Advisors LLC sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
KMTKennametal IncCOM5,000$200.0K<0.1%History
DLYDoubleLine Yield Opportunities FundCOM7,500$144.0K<0.1%History
KDMNKadmon Holdings, Inc.COM20,000$78.0K<0.1%History
iShares Tips Bond ETF464287176ETF400$50.0K<0.1%–
NADNuveen Quality Municipal Income FundCOM2,826$43.0K<0.1%History
iShares Tr464287150CORE S&P TTL STK362$33.0K<0.1%–
Barrick Gold Corp067901108COM1,500$30.0K<0.1%–
VFCV F CorpStock291$23.0K<0.1%History
NEANuveen AMT-Free Quality Municipal Income FundCOM1,500$22.0K<0.1%History
PMMFranklin Managed Municipal Income TrustCOM2,500$20.0K<0.1%History
Corelogic Inc21871D103COM134$11.0K<0.1%–
THOThor Industries IncCOM75$10.0K<0.1%History
Social Capital Hedosopha HLDG8252P105SHS CL A500$9.00K<0.1%–
BYNDBeyond Meat, Inc.COM50$7.00K<0.1%History
IPGPIpg Photonics CorpCOM28$6.00K<0.1%History
TOLToll Brothers, Inc.COM100$6.00K<0.1%History
JWNNordstrom IncStock135$5.00K<0.1%History
DBDeutsche Bank AktiengesellschaftNAMEN AKT300$4.00K<0.1%History
PRGPROG Holdings, Inc.Stock48$2.00K<0.1%History
State Street Energy Select Sector SPDR ETF81369Y506ETF17$1.00K<0.1%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF12$1.00K<0.1%–
Vanguard Morningstar Small-Cap ETF922908751ETF4$1.00K<0.1%–
SCIService Corp InternationalCOM10$1.00K<0.1%History
RIGTransocean Ltd.REGISTERED SHS200$1.00K<0.1%History
Varian Med Sys Inc92220P105COM5$1.00K<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF11$00.0%–
Aphria Inc03765K104COM27$00.0%–
Glu Mobile Inc379890106COM10$00.0%–
Holicity Inc435063102COM CL A5$00.0%–