Crewe Advisors LLC
- SEC CIK
- 0001730033
- Latest filing
- Jul 23, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 2, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 1,165
- +662 vs. Q1 2022
- Portfolio value
- $452.8M
- −$59.7M (−11.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,227,103 | $90.2M | 19.9% | +3390.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 128,167 | $48.6M | 10.7% | +9,959+8.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 87,866 | $33.1M | 7.3% | +2,061+2.4% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 114,780 | $26.0M | 5.7% | +5,629+5.2% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 368,072 | $24.4M | 5.4% | −105,625−22.3% | Reduced | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 466,130 | $22.9M | 5.0% | −103,658−18.2% | Reduced | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 632,478 | $22.0M | 4.9% | +14,244+2.3% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 94,858 | $16.1M | 3.5% | +4,592+5.1% | Added | – |
| CVXChevron Corp | Stock | 101,774 | $14.7M | 3.3% | −8,073−7.3% | Reduced | History |
| PNTGPennant Group, Inc. | COM | 1,125,410 | $14.4M | 3.2% | +30,000+2.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 44,027 | $11.3M | 2.5% | +4,196+10.5% | Added | History |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 707,681 | $8.73M | 1.9% | −130,756−15.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 11,936 | $8.04M | 1.8% | +2,583+27.6% | Added | History |
| AAPLApple Inc. | Stock | 40,824 | $5.58M | 1.2% | +7,305+21.8% | Added | History |
| MCOMoodys Corp | Stock | 15,610 | $4.25M | 0.9% | +175+1.1% | Added | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 8,523 | $3.52M | 0.8% | +38+0.4% | Added | History |
| VVisa Inc. | Stock | 17,743 | $3.49M | 0.8% | +1,730+10.8% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 72,081 | $2.94M | 0.6% | +3,015+4.4% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 39,797 | $2.49M | 0.5% | +4,318+12.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,767 | $2.46M | 0.5% | +2,473+39.3% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 50,626 | $2.41M | 0.5% | +796+1.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 51,729 | $2.15M | 0.5% | +4,177+8.8% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,175 | $2.14M | 0.5% | +1,391+29.1% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,949 | $1.90M | 0.4% | +2,421+53.5% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,835 | $1.71M | 0.4% | +5,610+252.1% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 20,006 | $1.71M | 0.4% | +55+0.3% | Added | History |
| AMZNAmazon Com Inc | Stock | 15,986 | $1.70M | 0.4% | +3,726+30.4% | AddedConverted for a 20-for-1 split | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 28,790 | $1.44M | 0.3% | +14,480+101.2% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 15,198 | $1.39M | 0.3% | +1,965+14.8% | Added | – |
| GOOGAlphabet Inc. | Stock | 592 | $1.29M | 0.3% | +260+78.3% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,377 | $1.26M | 0.3% | +740+2.4% | Added | – |
| GOOGLAlphabet Inc. | Stock | 562 | $1.23M | 0.3% | +276+96.5% | Added | History |
| PGProcter & Gamble Co | Stock | 8,018 | $1.15M | 0.3% | +962+13.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 6,714 | $1.08M | 0.2% | +1,882+38.9% | Added | History |
| iShares Tr464288273 | EAFE SML CP ETF | 18,949 | $1.03M | 0.2% | +7,624+67.3% | Added | – |
| MRKMerck & Co., Inc. | Stock | 10,501 | $957.0K | 0.2% | +1,513+16.8% | Added | History |
| GISGeneral Mills Inc | Stock | 11,923 | $900.0K | 0.2% | +223+1.9% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,364 | $852.0K | 0.2% | +17,207+10,959.9% | Added | – |
| BMYBristol Myers Squibb Co | Stock | 10,776 | $830.0K | 0.2% | +1,293+13.6% | Added | History |
| AXPAmerican Express Co | Stock | 5,623 | $779.0K | 0.2% | +218+4.0% | Added | History |
| PFEPfizer Inc | Stock | 14,745 | $773.0K | 0.2% | +2,053+16.2% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 22,895 | $753.0K | 0.2% | +15,637+215.4% | Added | – |
| SHELShell plc | ADR | 13,422 | $702.0K | 0.2% | +7,000+109.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,660 | $690.0K | 0.2% | +122+3.4% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 1,313 | $674.0K | 0.1% | +416+46.4% | Added | History |
| GLDSPDR Gold Trust | ETF | 3,922 | $661.0K | 0.1% | −150−3.7% | Reduced | History |
| DISWalt Disney Co | Stock | 6,825 | $644.0K | 0.1% | +2,896+73.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 5,695 | $641.0K | 0.1% | +629+12.4% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 7,451 | $636.0K | 0.1% | +6,275+533.6% | Added | – |
| DUKDuke Energy CORP | Stock | 5,438 | $583.0K | 0.1% | +679+14.3% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,953 | $582.0K | 0.1% | +285+10.7% | Added | – |
| XMQualtrics International Inc. | COM CL A | 44,319 | $554.0K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $552.0K | 0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,009 | $548.0K | 0.1% | +402+66.2% | Added | History |
| ANAutonation, Inc. | COM | 4,761 | $532.0K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 3,734 | $527.0K | 0.1% | +279+8.1% | Added | History |
| RTXRTX Corp | Stock | 5,384 | $517.0K | 0.1% | +1,253+30.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,577 | $513.0K | 0.1% | +923+34.8% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 11,430 | $510.0K | 0.1% | +9+0.1% | Added | – |
| ADPTAdaptive Biotechnologies Corp | COM | 59,851 | $484.0K | 0.1% | +613+1.0% | Added | History |
| LOWLowes Companies Inc | Stock | 2,686 | $469.0K | 0.1% | +1,520+130.4% | Added | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 19,385 | $463.0K | 0.1% | +19,385 | New | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,196 | $459.0K | 0.1% | +711+11.0% | Added | – |
| JNJJohnson & Johnson | Stock | 2,580 | $458.0K | 0.1% | +1,184+84.8% | Added | History |
| NEENextera Energy Inc | Stock | 5,848 | $453.0K | 0.1% | +1,235+26.8% | Added | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,048 | $445.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,519 | $418.0K | 0.1% | +136+3.1% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,124 | $413.0K | 0.1% | +12,450+1,847.2% | Added | – |
| COSTCostco Wholesale Corp | Stock | 840 | $403.0K | 0.1% | +182+27.7% | Added | History |
| HDHome Depot, Inc. | Stock | 1,440 | $395.0K | 0.1% | +924+179.1% | Added | History |
| MAMastercard Inc | Stock | 1,239 | $391.0K | 0.1% | +638+106.2% | Added | History |
| iShares Tr46435G326 | CORE MSCI INTL | 7,132 | $383.0K | 0.1% | +772+12.1% | Added | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,090 | $382.0K | 0.1% | +3,150+63.8% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,583 | $381.0K | 0.1% | +450+14.4% | Added | – |
| SUSuncor Energy Inc | Stock | 10,794 | $379.0K | 0.1% | 00.0% | Unchanged | History |
| MMM3M Co | Stock | 2,930 | $379.0K | 0.1% | +101+3.6% | Added | History |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 10,246 | $374.0K | 0.1% | +35+0.3% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,111 | $358.0K | 0.1% | +21+0.3% | Added | – |
| AMPAmeriprise Financial Inc | COM | 1,503 | $357.0K | 0.1% | +100+7.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,109 | $348.0K | 0.1% | +508+31.7% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,088 | $345.0K | 0.1% | +3,088 | New | – |
| TJXTJX Companies Inc | Stock | 6,157 | $344.0K | 0.1% | +1,880+44.0% | Added | History |
| WECWec Energy Group, Inc. | Stock | 3,415 | $344.0K | 0.1% | +15+0.4% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,552 | $343.0K | 0.1% | +301+13.4% | Added | – |
| ADBEAdobe Inc. | Stock | 913 | $334.0K | 0.1% | +611+202.3% | Added | History |
| iShares Tips Bond ETF464287176 | ETF | 2,895 | $330.0K | 0.1% | 00.0% | Unchanged | – |
| LINLinde PLC | SHS | 1,145 | $329.0K | 0.1% | +165+16.8% | Added | History |
| DHRDanaher Corp | Stock | 1,267 | $321.0K | 0.1% | +467+58.4% | Added | History |
| ALLAllstate Corp | Stock | 2,489 | $315.0K | 0.1% | +332+15.4% | Added | History |
| NVDANVIDIA Corp | Stock | 2,004 | $304.0K | 0.1% | +1,010+101.6% | Added | History |
| LLYEli Lilly & Co | Stock | 935 | $303.0K | 0.1% | +345+58.5% | Added | History |
| WMTWalmart Inc. | Stock | 2,439 | $297.0K | 0.1% | +723+42.1% | Added | History |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,106 | $294.0K | 0.1% | +3,639+779.2% | Added | – |
| DLTRDollar Tree, Inc. | COM | 1,889 | $294.0K | 0.1% | +255+15.6% | Added | History |
| TGTTarget Corp | Stock | 2,049 | $289.0K | 0.1% | +883+75.7% | Added | History |
| IVTInvenTrust Properties Corp. | COM NEW | 11,197 | $289.0K | 0.1% | −1,624−12.7% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,102 | $287.0K | 0.1% | +202+10.6% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 161 | $282.0K | 0.1% | +95+143.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 565 | $274.0K | 0.1% | +182+47.5% | Added | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 5,375 | $272.0K | 0.1% | +4,125+330.0% | Added | – |
Sold out since Q1 2022 (8)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| BMOBank of Montreal | COM | 615 | $73.0K | <0.1% | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 1,695 | $42.0K | <0.1% | History |
| GDRXGoodRx Holdings, Inc. | COM CL A | 1,500 | $29.0K | <0.1% | History |
| 51JOB Inc316827104 | SPONSORED ADS | 185 | $11.0K | <0.1% | – |
| OSKOshkosh Corp | COM | 100 | $10.0K | <0.1% | History |
| ASBAssociated Banc-Corp | COM | 337 | $8.00K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 150 | $7.00K | <0.1% | History |
| SOSSOS Ltd | SPNSORD ADS NEW | 23 | $0 | 0.0% | History |