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.
- Positions
- 473
- −1 vs. Q1 2021
- Portfolio value
- $403.1M
- −$79.0K (0.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TXNTexas Instruments Inc | Stock | 200 | $38.0K | <0.1% | −19−8.7% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 257 | $38.0K | <0.1% | 00.0% | Unchanged | History |
| PENNPENN Entertainment, Inc. | COM | 494 | $38.0K | <0.1% | +150+43.6% | Added | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 380 | $40.0K | <0.1% | 00.0% | Unchanged | – |
| ALKAlaska Air Group, Inc. | COM | 656 | $40.0K | <0.1% | +650+10,833.3% | Added | History |
| AFLAflac Inc | Stock | 766 | $41.0K | <0.1% | 00.0% | Unchanged | History |
| GNRCGenerac Holdings Inc. | Stock | 100 | $42.0K | <0.1% | +100 | New | History |
| ZTSZoetis Inc. | Stock | 228 | $42.0K | <0.1% | −19−7.7% | Reduced | History |
| INTUIntuit Inc. | Stock | 85 | $42.0K | <0.1% | −6−6.6% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 146 | $43.0K | <0.1% | +36+32.7% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 391 | $44.0K | <0.1% | 00.0% | Unchanged | – |
| LOWLowes Companies Inc | Stock | 225 | $44.0K | <0.1% | −113−33.4% | Reduced | History |
| MNKDMannkind Corp | COM NEW | 8,074 | $44.0K | <0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 238 | $46.0K | <0.1% | −54−18.5% | Reduced | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 1,010 | $47.0K | <0.1% | −635−38.6% | Reduced | – |
| DLTRDollar Tree, Inc. | COM | 474 | $47.0K | <0.1% | −79−14.3% | Reduced | History |
| OHIOmega Healthcare Investors Inc | COM | 1,321 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| OXYOccidental Petroleum Corp | Stock | 1,556 | $49.0K | <0.1% | 00.0% | Unchanged | History |
| ACNAccenture plc | Stock | 171 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Europe ETF46434V738 | ETF | 891 | $51.0K | <0.1% | 00.0% | Unchanged | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 1,576 | $52.0K | <0.1% | +1,576 | New | – |
| TYGTortoise Energy Infrastructure Corp | COM | 1,804 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| AMGNAmgen Inc | Stock | 220 | $54.0K | <0.1% | 00.0% | Unchanged | History |
| PSAPublic Storage | COM | 180 | $54.0K | <0.1% | +180 | New | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,500 | $54.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 730 | $55.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 1,077 | $59.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 802 | $59.0K | <0.1% | +348+76.7% | Added | – |
| LBRDKLiberty Broadband Corp | COM SER C | 340 | $59.0K | <0.1% | 00.0% | Unchanged | History |
| LGIHLGI Homes, Inc. | COM | 370 | $60.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 935 | $61.0K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | – |
| Vanguard Health Care ETF92204A504 | ETF | 250 | $62.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Energy ETF92204A306 | ETF | 851 | $65.0K | <0.1% | +851 | New | – |
| DTEDte Energy Co | COM | 509 | $66.0K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 409 | $67.0K | <0.1% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 1,200 | $67.0K | <0.1% | 00.0% | Unchanged | History |
| INTCIntel Corp | Stock | 1,222 | $69.0K | <0.1% | +1+0.1% | Added | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 608 | $69.0K | <0.1% | −8−1.3% | Reduced | – |
| ADBEAdobe Inc. | Stock | 120 | $70.0K | <0.1% | −7−5.5% | Reduced | History |
| WMTWalmart Inc. | Stock | 497 | $70.0K | <0.1% | 00.0% | Unchanged | History |
| AMPAmeriprise Financial Inc | COM | 285 | $71.0K | <0.1% | −20−6.6% | Reduced | History |
| TTETotalEnergies SE | SPONSORED ADS | 1,571 | $71.0K | <0.1% | −134−7.9% | Reduced | History |
| MMM3M Co | Stock | 368 | $73.0K | <0.1% | 00.0% | Unchanged | History |
| BKHBlack Hills Corp | COM | 1,133 | $74.0K | <0.1% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 95 | $76.0K | <0.1% | 00.0% | Unchanged | History |
| LMTLockheed Martin Corp | Stock | 202 | $76.0K | <0.1% | +26+14.8% | Added | History |
| OTISOtis Worldwide Corp | Stock | 933 | $76.0K | <0.1% | −50−5.1% | Reduced | History |
| BABAAlibaba Group Holding Ltd | ADR | 337 | $76.0K | <0.1% | −200−37.2% | Reduced | History |
| APTVAptiv PLC | SHS | 488 | $77.0K | <0.1% | −36−6.9% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 355 | $78.0K | <0.1% | 00.0% | Unchanged | History |
| TTCToro Co | COM | 720 | $79.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 2,026 | $80.0K | <0.1% | 00.0% | Unchanged | – |
| TPVGTriplePoint Venture Growth BDC Corp. | COM | 5,250 | $80.0K | <0.1% | −2,250−30.0% | Reduced | History |
| Invesco Exch Traded FD Tr II46138E743 | RAFI DVLPD MRKTS | 1,669 | $80.0K | <0.1% | 00.0% | Unchanged | – |
| USAKUSA Truck Inc | COM | 5,000 | $80.0K | <0.1% | 00.0% | Unchanged | History |
| JBLUJetBlue Airways Corp | COM | 4,869 | $82.0K | <0.1% | 00.0% | Unchanged | History |
| CARRCarrier Global Corp | Stock | 1,869 | $91.0K | <0.1% | 00.0% | Unchanged | History |
| LUVSouthwest Airlines Co | COM | 1,714 | $91.0K | <0.1% | +16+0.9% | Added | History |
| MCDMcDonalds Corp | Stock | 399 | $92.0K | <0.1% | 00.0% | Unchanged | History |
| U.S. Global Jets ETF26922A842 | ETF | 3,880 | $94.0K | <0.1% | +3,880 | New | – |
| CSCOCisco Systems, Inc. | Stock | 1,790 | $95.0K | <0.1% | −37−2.0% | Reduced | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 2,000 | $96.0K | <0.1% | 00.0% | Unchanged | – |
| CTRECareTrust REIT, Inc. | COM | 4,153 | $96.0K | <0.1% | 00.0% | Unchanged | History |
| SPESpecial Opportunities Fund, Inc. | COM | 6,970 | $106.0K | <0.1% | 00.0% | Unchanged | History |
| ITWIllinois Tool Works Inc | Stock | 492 | $110.0K | <0.1% | 00.0% | Unchanged | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 1,874 | $112.0K | <0.1% | −255−12.0% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 483 | $118.0K | <0.1% | 00.0% | Unchanged | History |
| WWayfair Inc. | CL A | 385 | $122.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 1,175 | $123.0K | <0.1% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 1,107 | $124.0K | <0.1% | −29−2.6% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 1,850 | $124.0K | <0.1% | −200−9.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 241 | $127.0K | <0.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 2,269 | $129.0K | <0.1% | 00.0% | Unchanged | History |
| TJXTJX Companies Inc | Stock | 1,932 | $130.0K | <0.1% | −400−17.2% | Reduced | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 1,571 | $130.0K | <0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 410 | $131.0K | <0.1% | −7−1.7% | Reduced | History |
| KRKroger Co | Stock | 3,430 | $131.0K | <0.1% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 60 | $131.0K | <0.1% | −11−15.5% | Reduced | History |
| NOCNorthrop Grumman Corp | Stock | 367 | $133.0K | <0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 356 | $135.0K | <0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 590 | $135.0K | <0.1% | +50+9.3% | Added | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 997 | $136.0K | <0.1% | 00.0% | Unchanged | – |
| PPLPPL Corp | COM | 5,111 | $143.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 928 | $149.0K | <0.1% | 00.0% | Unchanged | – |
| PNCPNC Financial Services Group, Inc. | Stock | 786 | $150.0K | <0.1% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,205 | $152.0K | <0.1% | −23−1.9% | Reduced | – |
| ORCLOracle Corp | Stock | 1,989 | $155.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 3,125 | $155.0K | <0.1% | +2,175+228.9% | Added | – |
| MRNAModerna, Inc. | Stock | 675 | $159.0K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 2,110 | $159.0K | <0.1% | 00.0% | Unchanged | – |
| SNAPSnap Inc | Stock | 2,373 | $162.0K | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 66 | $165.0K | <0.1% | −5−7.0% | Reduced | History |
| TAT&T Inc. | Stock | 5,779 | $166.0K | <0.1% | 00.0% | Unchanged | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 2,548 | $167.0K | <0.1% | 00.0% | Unchanged | History |
| ZIONZions Bancorporation, National Association | COM | 3,163 | $167.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,448 | $170.0K | <0.1% | +475+48.8% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 4,484 | $177.0K | <0.1% | +4,484 | New | – |
| TMOThermo Fisher Scientific Inc. | Stock | 359 | $181.0K | <0.1% | −11−3.0% | Reduced | History |
| SHWSherwin Williams Co | COM | 688 | $187.0K | <0.1% | −20−2.8% | ReducedConverted for a 3-for-1 split | History |
| FDXFedEx Corp | Stock | 636 | $190.0K | <0.1% | −32−4.8% | Reduced | History |
Sold out since Q1 2021 (29)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| KMTKennametal Inc | COM | 5,000 | $200.0K | <0.1% | History |
| DLYDoubleLine Yield Opportunities Fund | COM | 7,500 | $144.0K | <0.1% | History |
| KDMNKadmon Holdings, Inc. | COM | 20,000 | $78.0K | <0.1% | History |
| iShares Tips Bond ETF464287176 | ETF | 400 | $50.0K | <0.1% | – |
| NADNuveen Quality Municipal Income Fund | COM | 2,826 | $43.0K | <0.1% | History |
| iShares Tr464287150 | CORE S&P TTL STK | 362 | $33.0K | <0.1% | – |
| Barrick Gold Corp067901108 | COM | 1,500 | $30.0K | <0.1% | – |
| VFCV F Corp | Stock | 291 | $23.0K | <0.1% | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 1,500 | $22.0K | <0.1% | History |
| PMMFranklin Managed Municipal Income Trust | COM | 2,500 | $20.0K | <0.1% | History |
| Corelogic Inc21871D103 | COM | 134 | $11.0K | <0.1% | – |
| THOThor Industries Inc | COM | 75 | $10.0K | <0.1% | History |
| Social Capital Hedosopha HLDG8252P105 | SHS CL A | 500 | $9.00K | <0.1% | – |
| BYNDBeyond Meat, Inc. | COM | 50 | $7.00K | <0.1% | History |
| IPGPIpg Photonics Corp | COM | 28 | $6.00K | <0.1% | History |
| TOLToll Brothers, Inc. | COM | 100 | $6.00K | <0.1% | History |
| JWNNordstrom Inc | Stock | 135 | $5.00K | <0.1% | History |
| DBDeutsche Bank Aktiengesellschaft | NAMEN AKT | 300 | $4.00K | <0.1% | History |
| PRGPROG Holdings, Inc. | Stock | 48 | $2.00K | <0.1% | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 17 | $1.00K | <0.1% | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 12 | $1.00K | <0.1% | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4 | $1.00K | <0.1% | – |
| SCIService Corp International | COM | 10 | $1.00K | <0.1% | History |
| RIGTransocean Ltd. | REGISTERED SHS | 200 | $1.00K | <0.1% | History |
| Varian Med Sys Inc92220P105 | COM | 5 | $1.00K | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 11 | $0 | 0.0% | – |
| Aphria Inc03765K104 | COM | 27 | $0 | 0.0% | – |
| Glu Mobile Inc379890106 | COM | 10 | $0 | 0.0% | – |
| Holicity Inc435063102 | COM CL A | 5 | $0 | 0.0% | – |