Crewe Advisors LLC
- SEC CIK
- 0001730033
- Latest filing
- Jul 23, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 927
- +514 vs. Q4 2023
- Portfolio value
- $858.1M
- +$226.1M (+35.8%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ENSGEnsign Group, Inc | COM | 1,100,471 | $136.9M | 16.0% | −110,700−9.1% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 144,433 | $75.9M | 8.8% | +4,175+3.0% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 94,408 | $49.4M | 5.8% | +260+0.3% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 669,746 | $40.7M | 4.7% | +10,621+1.6% | AddedConverted for a 5-for-1 split | – |
| BRK.ABerkshire Hathaway Inc | CL A | 56 | $35.5M | 4.1% | 00.0% | Unchanged | History |
| Vanguard World FD921910733 | ESG US STK ETF | 315,488 | $29.4M | 3.4% | +530+0.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 381,691 | $27.7M | 3.2% | +19,680+5.4% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 671,325 | $27.5M | 3.2% | +8,928+1.3% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 48,448 | $27.0M | 3.1% | −342−0.7% | Reduced | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 447,251 | $25.7M | 3.0% | −15,508−3.4% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 106,356 | $24.3M | 2.8% | −258−0.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 50,584 | $21.3M | 2.5% | +50,584 | New | History |
| CVXChevron Corp | Stock | 120,618 | $19.0M | 2.2% | +120,618 | New | History |
| iShares Russell 2000 ETF464287655 | ETF | 84,199 | $17.7M | 2.1% | −11,863−12.3% | Reduced | – |
| PNTGPennant Group, Inc. | COM | 731,031 | $14.4M | 1.7% | −377,073−34.0% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 185,713 | $13.8M | 1.6% | −420−0.2% | Reduced | – |
| AAPLApple Inc. | Stock | 77,899 | $13.4M | 1.6% | +77,899 | New | History |
| Vanguard S&P 500 ETF922908363 | ETF | 25,292 | $12.2M | 1.4% | +3,471+15.9% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 22,642 | $11.9M | 1.4% | 00.0% | Unchanged | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 105,518 | $11.4M | 1.3% | +36,099+52.0% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 203,946 | $10.3M | 1.2% | +1,003+0.5% | Added | – |
| TSLATesla, Inc. | Stock | 55,199 | $9.70M | 1.1% | +55,199 | New | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 18,827 | $8.36M | 1.0% | +2,133+12.8% | Added | – |
| AMDAdvanced Micro Devices Inc | Stock | 41,521 | $7.49M | 0.9% | +41,521 | New | History |
| iShares Tr464288687 | PFD AND INCM SEC | 213,576 | $6.88M | 0.8% | −59,328−21.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 41,978 | $6.39M | 0.7% | +41,978 | New | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 52,396 | $5.79M | 0.7% | +26,699+103.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 29,800 | $5.38M | 0.6% | +29,800 | New | History |
| VVisa Inc. | Stock | 18,848 | $5.26M | 0.6% | +18,848 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 64,688 | $5.17M | 0.6% | +661+1.0% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,847 | $4.98M | 0.6% | +778+7.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 30,711 | $4.64M | 0.5% | +30,711 | New | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 90,391 | $3.78M | 0.4% | −140.0% | Reduced | – |
| MCOMoodys Corp | Stock | 9,063 | $3.56M | 0.4% | +9,063 | New | History |
| NVDANVIDIA Corp | Stock | 3,838 | $3.47M | 0.4% | +3,838 | New | History |
| XOMExxonMobil Holdings Corp | COM | 29,368 | $3.41M | 0.4% | +29,368 | New | History |
| METAMeta Platforms, Inc. | Stock | 6,472 | $3.14M | 0.4% | +6,472 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 60,354 | $3.11M | 0.4% | −857−1.4% | Reduced | – |
| NFLXNetflix Inc | Stock | 4,899 | $2.98M | 0.3% | +4,899 | New | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,769 | $2.80M | 0.3% | +56+0.5% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 45,040 | $2.62M | 0.3% | −31−0.1% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,545 | $2.54M | 0.3% | −650−7.9% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 28,968 | $2.34M | 0.3% | −4,791−14.2% | Reduced | – |
| INTCIntel Corp | Stock | 51,850 | $2.29M | 0.3% | +51,850 | New | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 25,821 | $2.08M | 0.2% | +14,613+130.4% | Added | – |
| iShares Tr464288273 | EAFE SML CP ETF | 32,296 | $2.05M | 0.2% | +2,263+7.5% | Added | – |
| COSTCostco Wholesale Corp | Stock | 2,732 | $2.00M | 0.2% | +2,732 | New | History |
| HDHome Depot, Inc. | Stock | 4,969 | $1.91M | 0.2% | +4,969 | New | History |
| JPMJPMorgan Chase & Co | Stock | 9,002 | $1.80M | 0.2% | +9,002 | New | History |
| TJXTJX Companies Inc | Stock | 17,008 | $1.72M | 0.2% | +17,008 | New | History |
| ANETArista Networks, Inc. | COM | 5,580 | $1.62M | 0.2% | +5,580 | New | History |
| PGProcter & Gamble Co | Stock | 9,567 | $1.55M | 0.2% | +9,567 | New | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,162 | $1.49M | 0.2% | −30−0.4% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 28,522 | $1.43M | 0.2% | +995+3.6% | Added | – |
| MRKMerck & Co., Inc. | Stock | 10,819 | $1.43M | 0.2% | +10,819 | New | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 22,932 | $1.33M | 0.2% | +4,249+22.7% | Added | – |
| ADBEAdobe Inc. | Stock | 2,605 | $1.31M | 0.2% | +2,605 | New | History |
| MAMastercard Inc | Stock | 2,722 | $1.31M | 0.2% | +2,722 | New | History |
| AXPAmerican Express Co | Stock | 5,595 | $1.27M | 0.1% | +5,595 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,886 | $1.26M | 0.1% | +2,530+58.1% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,846 | $1.20M | 0.1% | +75+0.5% | Added | – |
| LLYEli Lilly & Co | Stock | 1,531 | $1.19M | 0.1% | +1,531 | New | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 28,314 | $1.16M | 0.1% | −9,688−25.5% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 821 | $1.09M | 0.1% | +821 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,280 | $1.07M | 0.1% | −56−1.3% | Reduced | – |
| Sandstorm Gold Ltd Com New80013R206 | Stock | 199,746 | $1.05M | 0.1% | 00.0% | Unchanged | – |
| SHWSherwin Williams Co | COM | 2,979 | $1.03M | 0.1% | +2,979 | New | History |
| SHELShell plc | ADR | 15,283 | $1.02M | 0.1% | +15,283 | New | History |
| UNHUnitedHealth Group Inc | Stock | 2,052 | $1.02M | 0.1% | +2,052 | New | History |
| GLDSPDR Gold Trust | ETF | 4,897 | $1.01M | 0.1% | +95+2.0% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 15,508 | $962.5K | 0.1% | +11+0.1% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,615 | $938.7K | 0.1% | +1,615 | New | History |
| IBMInternational Business Machines Corp | Stock | 4,702 | $897.9K | 0.1% | +4,702 | New | History |
| GISGeneral Mills Inc | Stock | 12,025 | $841.4K | 0.1% | +12,025 | New | History |
| ORCLOracle Corp | Stock | 6,670 | $837.8K | 0.1% | +6,670 | New | History |
| BXBlackstone Inc. | COM | 6,164 | $809.8K | 0.1% | +6,164 | New | History |
| ANAutonation, Inc. | COM | 4,761 | $788.3K | 0.1% | 00.0% | Unchanged | History |
| BABoeing Co | Stock | 3,882 | $749.2K | 0.1% | +3,882 | New | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 4,207 | $737.4K | 0.1% | 00.0% | Unchanged | – |
| SHOPShopify Inc. | Stock | 9,449 | $729.2K | 0.1% | +9,449 | New | History |
| AMATApplied Materials Inc | Stock | 3,118 | $643.0K | 0.1% | +3,118 | New | History |
| AMPAmeriprise Financial Inc | COM | 1,427 | $625.7K | 0.1% | +1,427 | New | History |
| JNJJohnson & Johnson | Stock | 3,906 | $617.9K | 0.1% | +3,906 | New | History |
| CATCaterpillar Inc | Stock | 1,655 | $606.4K | 0.1% | +1,655 | New | History |
| iShares Tr464287689 | RUSSELL 3000 ETF | 2,007 | $602.3K | 0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 1,991 | $599.6K | 0.1% | +1,991 | New | History |
| RTXRTX Corp | Stock | 6,047 | $589.8K | 0.1% | +6,047 | New | History |
| ABBVAbbVie Inc. | Stock | 3,194 | $581.6K | 0.1% | +3,194 | New | History |
| GEGeneral Electric Co | Stock | 3,180 | $558.2K | 0.1% | +3,180 | New | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,671 | $542.4K | 0.1% | +219+6.3% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 149 | $540.6K | 0.1% | +149 | New | History |
| LOWLowes Companies Inc | Stock | 2,103 | $535.7K | 0.1% | +2,103 | New | History |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,992 | $523.9K | 0.1% | +346+9.5% | Added | – |
| APHAmphenol Corp | CL A | 4,532 | $522.8K | 0.1% | +4,532 | New | History |
| DUKDuke Energy CORP | Stock | 5,373 | $519.6K | 0.1% | +5,373 | New | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,218 | $511.1K | 0.1% | 00.0% | Unchanged | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,396 | $509.4K | 0.1% | +2,642+95.9% | Added | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 10,019 | $507.7K | 0.1% | +12+0.1% | Added | – |
| INTUIntuit Inc. | Stock | 777 | $505.1K | 0.1% | +777 | New | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,089 | $493.9K | 0.1% | +433+5.7% | Added | – |
Sold out since Q4 2023 (109)
Positions held at the end of Q4 2023 that are gone from this filing.
The largest 100 of 109 by value last quarter.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| WCNWaste Connections, Inc. | COM | 24,550 | $3.66M | 0.6% | History |
| Flexshares Tr33939L837 | INTL QLTDV IDX | 1,366 | $31.8K | <0.1% | – |
| Tidal ETF Tr886364603 | RPAR RISK PARI | 1,061 | $20.3K | <0.1% | – |
| STSensata Technologies Holding plc | SHS | 512 | $19.2K | <0.1% | History |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 950 | $16.3K | <0.1% | – |
| THOThor Industries Inc | COM | 101 | $11.9K | <0.1% | History |
| WSOWatsco Inc | COM | 26 | $11.1K | <0.1% | History |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 299 | $9.62K | <0.1% | – |
| DLBDolby Laboratories, Inc. | COM CL A | 106 | $9.17K | <0.1% | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 296 | $8.71K | <0.1% | History |
| CHEChemed Corp | COM | 14 | $8.19K | <0.1% | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 105 | $7.37K | <0.1% | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 87 | $7.19K | <0.1% | – |
| GNRCGenerac Holdings Inc. | Stock | 54 | $6.98K | <0.1% | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 71 | $6.69K | <0.1% | History |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 63 | $6.41K | <0.1% | – |
| CHHChoice Hotels International Inc | COM | 55 | $6.23K | <0.1% | History |
| ETBEaton Vance Tax-Managed Buy-Write Income Fund | COM | 450 | $5.84K | <0.1% | History |
| SMGScotts Miracle-Gro Co | Stock | 91 | $5.80K | <0.1% | History |
| BKSYBlackSky Technology Inc. | COM CL A | 3,450 | $4.83K | <0.1% | History |
| WWWW International, Inc. | COM | 507 | $4.44K | <0.1% | History |
| Paramount Global92556H107 | CL A | 215 | $4.23K | <0.1% | – |
| AIC3.ai, Inc. | Stock | 130 | $3.73K | <0.1% | History |
| SHENShenandoah Telecommunications Co | COM | 154 | $3.33K | <0.1% | History |
| SQSPSquarespace, Inc. | CLASS A | 100 | $3.30K | <0.1% | History |
| HPHelmerich & Payne, Inc. | COM | 71 | $2.57K | <0.1% | History |
| PERIPerion Network Ltd. | SHS NEW | 80 | $2.47K | <0.1% | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 20 | $2.46K | <0.1% | History |
| MVBFMVB Financial Corp | COM | 104 | $2.35K | <0.1% | History |
| SHLSShoals Technologies Group, Inc. | CL A | 148 | $2.30K | <0.1% | History |
| SLVMSylvamo Corp | COMMON STOCK | 45 | $2.21K | <0.1% | History |
| AIPArteris, Inc. | COM | 355 | $2.09K | <0.1% | History |
| OTTROtter Tail Corp | COM | 23 | $1.96K | <0.1% | History |
| FLYWFlywire Corp | COM VTG | 82 | $1.90K | <0.1% | History |
| RPAYRepay Holdings Corp | COM CL A | 188 | $1.61K | <0.1% | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 32 | $1.53K | <0.1% | – |
| BENFranklin Templeton Inc | COM | 51 | $1.52K | <0.1% | History |
| IVZInvesco Ltd. | Stock | 85 | $1.52K | <0.1% | History |
| CMAComerica Inc | COM | 27 | $1.51K | <0.1% | History |
| MHKMohawk Industries Inc | COM | 14 | $1.45K | <0.1% | History |
| INSTInstructure Holdings, Inc. | COM | 50 | $1.35K | <0.1% | History |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 22 | $1.27K | <0.1% | – |
| UHSUniversal Health Services Inc | CL B | 8 | $1.22K | <0.1% | History |
| GOEVCanoo Inc. | COM CL A | 4,396 | $1.13K | <0.1% | History |
| LFVNLifevantage Corp | COM NEW | 143 | $858 | <0.1% | History |
| WPMWheaton Precious Metals Corp. | COM | 11 | $543 | <0.1% | History |
| FSRFisker Inc. | CL A COM STK | 271 | $475 | <0.1% | History |
| XRAYDentsply Sirona Inc. | Stock | 11 | $392 | <0.1% | History |
| BYByline Bancorp, Inc. | COM | 13 | $307 | <0.1% | History |
| JBGSJBG Smith Properties | COM | 18 | $307 | <0.1% | History |
| WTRGEssential Utilities, Inc. | COM | 8 | $299 | <0.1% | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 6 | $295 | <0.1% | History |
| VIAVViavi Solutions Inc. | COM | 28 | $282 | <0.1% | History |
| AAOIApplied Optoelectronics, Inc. | COM | 14 | $271 | <0.1% | History |
| LFUSLittelfuse Inc | COM | 1 | $268 | <0.1% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 4 | $240 | <0.1% | History |
| TMDXTransMedics Group, Inc. | COM | 3 | $237 | <0.1% | History |
| VISNVistance Networks, Inc. | COM | 78 | $220 | <0.1% | History |
| AYIAcuity Inc. (DE) | Stock | 1 | $205 | <0.1% | History |
| PJTPJT Partners Inc. | COM CL A | 2 | $204 | <0.1% | History |
| ARDXArdelyx, Inc. | COM | 31 | $193 | <0.1% | History |
| XENEXenon Pharmaceuticals Inc. | COM | 4 | $185 | <0.1% | History |
| VZIOVizio Holding Corp. | CL A COM | 24 | $185 | <0.1% | History |
| IBPInstalled Building Products, Inc. | COM | 1 | $183 | <0.1% | History |
| LFSTLifeStance Health Group, Inc. | COM | 23 | $181 | <0.1% | History |
| RGENRepligen Corp | COM | 1 | $180 | <0.1% | History |
| LRNStride, Inc. | COM | 3 | $179 | <0.1% | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 6 | $178 | <0.1% | History |
| FRPTFreshpet, Inc. | Stock | 2 | $174 | <0.1% | History |
| WCCWesco International Inc | COM | 1 | $174 | <0.1% | History |
| BHVNBiohaven Ltd. | COM | 4 | $172 | <0.1% | History |
| OUTOUTFRONT Media Inc. | COM | 12 | $168 | <0.1% | History |
| CBTCabot Corp | COM | 2 | $167 | <0.1% | History |
| RKLBRocket Lab Corp | COM | 30 | $166 | <0.1% | History |
| BEAMBeam Therapeutics Inc. | COM | 6 | $164 | <0.1% | History |
| GTESGates Industrial Corp Ltd. | ORD SHS | 12 | $162 | <0.1% | History |
| NTGRNetgear, Inc. | COM | 11 | $161 | <0.1% | History |
| CVLTCommvault Systems Inc | COM | 2 | $160 | <0.1% | History |
| SPCEVirgin Galactic Holdings, Inc | COM | 64 | $157 | <0.1% | History |
| ESRTEmpire State Realty Trust, Inc. | CL A | 16 | $156 | <0.1% | History |
| FIBKFirst Interstate Bancsystem Inc | COM | 5 | $154 | <0.1% | History |
| FSSFederal Signal Corp | COM | 2 | $154 | <0.1% | History |
| COLDAmericold Realty Trust | COM | 5 | $152 | <0.1% | History |
| INFNInfinera Corp | COM | 32 | $152 | <0.1% | History |
| DCHDauch Corp | COM | 17 | $150 | <0.1% | History |
| IMGNImmunoGen, Inc. | COM | 5 | $149 | <0.1% | History |
| SNBRQSleep Number Corp | COM | 10 | $149 | <0.1% | History |
| HXLHexcel Corp | COM | 2 | $148 | <0.1% | History |
| NYTNew York Times Co | CL A | 3 | $147 | <0.1% | History |
| KREFKKR Real Estate Finance Trust Inc. | COM | 11 | $146 | <0.1% | History |
| WOWWideOpenWest, Inc. | COM | 36 | $146 | <0.1% | History |
| CHSChico's Fas, Inc. | COM | 19 | $145 | <0.1% | History |
| GTGoodyear Tire & Rubber Co | COM | 10 | $144 | <0.1% | History |
| PWSCPowerschool Holdings, Inc. | COM CL A | 6 | $142 | <0.1% | History |
| DOCSDoximity, Inc. | CL A | 5 | $141 | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 6 | $141 | <0.1% | History |
| UIUbiquiti Inc. | COM | 1 | $140 | <0.1% | History |
| PDPagerDuty, Inc. | COM | 6 | $139 | <0.1% | History |
| CRBUCaribou Biosciences, Inc. | COM | 24 | $138 | <0.1% | History |
| TIOTingo Group, Inc. | COM | 200 | $138 | <0.1% | History |