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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Jul 29, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
936
+9 vs. Q1 2024
Portfolio value
$892.4M
+$34.3M (+4.0%) vs. Q1 2024
Filed
Jul 29, 2024
SEC
Holdings of Crewe Advisors LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
SHIMShimmick CorpCOM1$2<0.1%00.0%UnchangedHistory
AEOAmerican Eagle Outfitters IncCOM3$60<0.1%00.0%UnchangedHistory
SEELSeelos Therapeutics, Inc.COM115$69<0.1%+115NewHistory
SPDR Index Shs FDS78463X103PORTFLO EURP ETF3$129<0.1%00.0%Unchanged–
FUBOFuboTV Inc.COM110$137<0.1%00.0%UnchangedHistory
ZIMVZimVie Inc.Stock8$146<0.1%00.0%UnchangedHistory
MATMattel IncCOM10$163<0.1%00.0%UnchangedHistory
JWNNordstrom IncStock8$170<0.1%00.0%UnchangedHistory
Global X FDS37954Y475S&P 500 COVERED5$203<0.1%+5New–
ALKAlaska Air Group, Inc.COM6$243<0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF10$276<0.1%00.0%Unchanged–
SGSweetgreen, Inc.COM CL A10$302<0.1%00.0%UnchangedHistory
TCOMTrip.com Group LtdADS7$329<0.1%+7NewHistory
ZMZoom Communications, Inc.Stock6$356<0.1%00.0%UnchangedHistory
TDOCTeladoc Health, Inc.COM38$372<0.1%−202−84.2%ReducedHistory
MKCMcCormick & Co IncStock6$426<0.1%00.0%UnchangedHistory
KLGWK Kellogg CoCOM26$428<0.1%00.0%UnchangedHistory
BAPCredicorp LtdCOM3$484<0.1%+3NewHistory
GOEVCanoo Inc.CL A COM NEW230$490<0.1%+5+2.2%AddedHistory
Vanguard Financials ETF92204A405ETF5$500<0.1%−2,165−99.8%Reduced–
HIIHuntington Ingalls Industries, Inc.COM2$504<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM85$511<0.1%00.0%UnchangedHistory
Tidal Trust I886364876ADASINA SOCIAL30$520<0.1%+30New–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW9$537<0.1%+9New–
KDKyndryl Holdings, Inc.Stock21$553<0.1%00.0%UnchangedHistory
CSANYCosan S.A.ADS57$556<0.1%−23−28.7%ReducedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR30$561<0.1%+30NewHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF9$567<0.1%+9New–
Paramount Global92556H206CL B55$572<0.1%+55New–
OGNOrganon & Co.Stock30$621<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A24$621<0.1%+24NewHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD46$647<0.1%+46New–
WBXWallbox N.V.SHS500$655<0.1%00.0%UnchangedHistory
iShares Tr464287341GLOBAL ENERG ETF16$665<0.1%+5+45.5%Added–
iShares Tr46434V803HDG MSCI EAFE20$712<0.1%+20New–
NNNNNN REIT, Inc.REIT18$767<0.1%−50−73.5%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD17$769<0.1%+17New–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF19$778<0.1%−826−97.8%Reduced–
NICENICE Ltd.SPONSORED ADR5$860<0.1%−2−28.6%ReducedHistory
VODVodafone Group Public Ltd CoADR99$879<0.1%00.0%UnchangedHistory
iShares Tr46435U713US INFRASTRUC23$969<0.1%+5+27.8%Added–
GTLBGitlab Inc.CLASS A COM20$995<0.1%00.0%UnchangedHistory
LCTXLineage Cell Therapeutics, Inc.COM1,016$1.01K<0.1%00.0%UnchangedHistory
ITTItt Inc.COM8$1.03K<0.1%00.0%UnchangedHistory
RIORio Tinto PLCADR16$1.05K<0.1%00.0%UnchangedHistory
DBX ETF Tr233051432XTRACK USD HIGH30$1.06K<0.1%+30New–
Tidal ETF Tr88634T105II CARBON CLCTV CLM58$1.08K<0.1%00.0%Unchanged–
CUBECubeSmartREIT25$1.13K<0.1%+25NewHistory
VALEVale S.A.SPONSORED ADS105$1.17K<0.1%00.0%UnchangedHistory
iShares Inc464286608MSCI EURZONE ETF24$1.18K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V217S&P MDCP400 PR25$1.22K<0.1%00.0%Unchanged–
NSANational Storage Affiliates TrustCOM SHS BEN IN30$1.24K<0.1%+30NewHistory
GLOBGlobant S.A.COM7$1.25K<0.1%+7NewHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS67$1.26K<0.1%00.0%UnchangedHistory
QVCGAOld QVC Group, Inc.COM SER A2,324$1.47K<0.1%+2,324NewHistory
TMCTMC the metals Co Inc.COM1,095$1.48K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33738D101NO AMER ENERGY50$1.52K<0.1%+50New–
DDOGDatadog, Inc.CL A COM12$1.56K<0.1%−15−55.6%ReducedHistory
FANGDiamondback Energy, Inc.Stock8$1.60K<0.1%−6−42.9%ReducedHistory
Columbia ETF Tr II19762B509EMRG MARKETS ETF80$1.67K<0.1%00.0%Unchanged–
LAMRLamar Advertising CoREIT14$1.67K<0.1%−23−62.2%ReducedHistory
CEGConstellation Energy CorpStock9$1.80K<0.1%−16−64.0%ReducedHistory
WSOWatsco IncCOM4$1.85K<0.1%+4NewHistory
iShares Inc46434G764MSCI EMRG CHN32$1.90K<0.1%+14+77.8%Added–
BNYBank of New York Mellon CorpStock32$1.92K<0.1%+32NewHistory
Occidental Pete Corp WT Exp 080327674599162Stock47$1.94K<0.1%−15−24.2%Reduced–
LHXL3HARRIS Technologies, Inc.Stock9$2.02K<0.1%−25−73.5%ReducedHistory
LFMDLifeMD, Inc.COM300$2.06K<0.1%+300NewHistory
CALBCalifornia BanCorpCOM100$2.15K<0.1%00.0%UnchangedHistory
NVECNve CorpCOM NEW29$2.17K<0.1%+29NewHistory
iShares Tr464289859CORE 80 20 ETF30$2.24K<0.1%00.0%Unchanged–
iShares Tr46435G425ESG AWR MSCI USA19$2.27K<0.1%00.0%Unchanged–
PTLOPortillo's Inc.COM CL A240$2.33K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock210$2.38K<0.1%00.0%UnchangedHistory
LCIDLucid Group, Inc.COM917$2.39K<0.1%+454+98.1%AddedHistory
Global X Uranium ETF37954Y871ETF87$2.52K<0.1%+69+383.3%Added–
MPMP Materials Corp.COM CL A200$2.55K<0.1%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A70$2.63K<0.1%+70NewHistory
ARRArmour Residential REIT, Inc.COM SHS136$2.64K<0.1%+136NewHistory
IBNIcici Bank LtdADR93$2.68K<0.1%+93NewHistory
RBLXRoblox CorpStock73$2.72K<0.1%−200−73.3%ReducedHistory
DVDoubleVerify Holdings, Inc.COM140$2.73K<0.1%+140NewHistory
KEYSKeysight Technologies, Inc.Stock22$3.01K<0.1%+22NewHistory
DTDynatrace, Inc.Stock69$3.09K<0.1%+69NewHistory
PIIPolaris Inc.Stock40$3.13K<0.1%−58−59.2%ReducedHistory
SDHCSmith Douglas Homes Corp.COM SHS CL A136$3.18K<0.1%+136NewHistory
DFSDiscover Financial ServicesCOM25$3.27K<0.1%00.0%UnchangedHistory
FLYYSpirit Aviation Holdings, Inc.COM896$3.28K<0.1%+50+5.9%AddedHistory
ALBAlbemarle CorpStock35$3.34K<0.1%00.0%UnchangedHistory
RRXRegal Rexnord CorpCOM25$3.38K<0.1%00.0%UnchangedHistory
HSICHenry Schein IncCOM54$3.46K<0.1%00.0%UnchangedHistory
iShares Tr464287721U.S. TECH ETF23$3.46K<0.1%+7+43.8%Added–
NEUNewmarket CorpCOM7$3.61K<0.1%00.0%UnchangedHistory
IEXIdex CorpCOM18$3.62K<0.1%00.0%UnchangedHistory
APAAPA CorpStock124$3.65K<0.1%00.0%UnchangedHistory
EPAMEPAM Systems, Inc.COM20$3.76K<0.1%+2+11.1%AddedHistory
WTSWatts Water Technologies IncCL A21$3.85K<0.1%+21NewHistory
ONONOn Holding AGStock100$3.88K<0.1%00.0%UnchangedHistory
DRIDarden Restaurants IncCOM26$3.94K<0.1%+26NewHistory
HLLYHolley Inc.COM1,114$3.99K<0.1%+1,114NewHistory

Sold out since Q1 2024 (122)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 122 by value last quarter.

Positions of Crewe Advisors LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
PXDPioneer Natural Resources CoCOM659$173.0K<0.1%History
MEGINYLI CBRE Global Infrastructure Megatrends Term FundCOM8,700$109.4K<0.1%History
NBIXNeurocrine Biosciences IncStock700$96.5K<0.1%History
SUISun Communities IncCOM700$90.0K<0.1%History
SBACSba Communications CorpCL A322$69.8K<0.1%History
ROPRoper Technologies IncStock122$68.4K<0.1%History
SSYSStratasys Ltd.SHS5,250$61.0K<0.1%History
Amplify ETF Tr032108664AMPLIFY CYBERSEC725$46.5K<0.1%–
MPLXMPLX LPCOM UNIT REP LTD981$40.8K<0.1%History
NMZNuveen Municipal High Income Opportunity FundCOM3,400$35.9K<0.1%History
Exchange Traded Concepts Tru301505889EMQQ EME MAR ETF1,000$31.3K<0.1%–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF249$27.5K<0.1%–
LNGCheniere Energy, Inc.COM NEW161$26.0K<0.1%History
MELIMercadolibre IncCOM16$24.2K<0.1%History
PAAPlains All American Pipeline LPUNIT LTD PARTN1,239$21.8K<0.1%History
BUDAnheuser-Busch InBev SA/NVADR314$19.1K<0.1%History
Vanguard Total International Bond ETF92203J407ETF382$18.8K<0.1%–
LYVLive Nation Entertainment, Inc.COM150$15.9K<0.1%History
CIIBlackRock Enhanced Large Cap Core Fund, Inc.COM740$14.4K<0.1%History
RQICohen & Steers Quality Income Realty Fund IncCEF1,190$14.4K<0.1%History
LEN.BLennar CorpCL B93$14.3K<0.1%History
EDITEditas Medicine, Inc.COM1,900$14.1K<0.1%History
DARDarling Ingredients Inc.COM300$14.0K<0.1%History
VMCVulcan Materials COCOM49$13.4K<0.1%History
FWONKLiberty Media CorpCOM LBTY ONE S C203$13.3K<0.1%History
THQabrdn Healthcare Opportunities FundSHS600$12.1K<0.1%History
GRMNGarmin LtdSHS79$11.8K<0.1%History
MRVLMarvell Technology, Inc.COM165$11.7K<0.1%History
TWTradeweb Markets Inc.Stock105$10.9K<0.1%History
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS130$10.9K<0.1%History
MASIMasimo CorpCOM70$10.3K<0.1%History
JBLJabil IncStock75$10.0K<0.1%History
IDAIdacorp IncCOM100$9.29K<0.1%History
FORMFormfactor IncCOM199$9.08K<0.1%History
RPDRapid7, Inc.COM185$9.07K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF95$9.04K<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF341$8.60K<0.1%–
LGILazard Global Total Return & Income Fund IncCOM525$8.57K<0.1%History
iShares Tr46435U366SELF DRIVNG EV255$8.02K<0.1%–
FICOFair Isaac CorpCOM6$7.50K<0.1%History
DAYDayforce, Inc.COM110$7.28K<0.1%History
ELANElanco Animal Health IncCOM438$7.13K<0.1%History
WINGWingstop Inc.COM19$6.96K<0.1%History
ACGLArch Capital Group Ltd.Stock72$6.66K<0.1%History
VSTVistra Corp.Stock89$6.20K<0.1%History
RCLRoyal Caribbean Cruises LtdCOM44$6.12K<0.1%History
CBZCBIZ, Inc.COM77$6.04K<0.1%History
COFCapital One Financial CorpStock35$5.21K<0.1%History
Alps ETF Tr00162Q452ALERIAN MLP109$5.17K<0.1%–
BLDRBuilders FirstSource, Inc.Stock24$5.01K<0.1%History
STLDSteel Dynamics IncCOM33$4.89K<0.1%History
DEIDouglas Emmett IncCOM347$4.81K<0.1%History
DOCUDocuSign, Inc.Stock80$4.76K<0.1%History
TSNTyson Foods, Inc.Stock79$4.64K<0.1%History
LYBLyondellBasell Industries N.V.SHS - A -42$4.30K<0.1%History
CWENClearway Energy, Inc.CL C185$4.26K<0.1%History
BWXTBWX Technologies, Inc.COM41$4.21K<0.1%History
KNSLKinsale Capital Group, Inc.Stock8$4.20K<0.1%History
FSLRFirst Solar, Inc.Stock23$3.88K<0.1%History
ONOn Semiconductor CorpStock52$3.83K<0.1%History
TWSTTwist Bioscience CorpCOM110$3.77K<0.1%History
AXONAxon Enterprise, Inc.COM12$3.75K<0.1%History
CROXCrocs, Inc.COM26$3.74K<0.1%History
UNMUnum GroupStock68$3.65K<0.1%History
MEDPMedpace Holdings, Inc.COM9$3.64K<0.1%History
Invesco Exch Traded FD Tr II46138E719BLOO EN ANGE ETF196$3.55K<0.1%–
GXOGXO Logistics, Inc.Stock65$3.50K<0.1%History
NOVNOV Inc.COM176$3.44K<0.1%History
MROMarathon Oil CorpCOM117$3.32K<0.1%History
ARRYArray Technologies, Inc.COM SHS215$3.21K<0.1%History
NXTNextpower Inc.Stock56$3.15K<0.1%History
AMPHAmphastar Pharmaceuticals, Inc.COM71$3.12K<0.1%History
KRCKilroy Realty CorpCOM85$3.10K<0.1%History
WALWestern Alliance BancorporationCOM47$3.02K<0.1%History
ACLSAxcelis Technologies IncStock27$3.01K<0.1%History
TCMDTactile Systems Technology IncCOM185$3.01K<0.1%History
ROKURoku, IncCOM CL A46$3.00K<0.1%History
ACHAccendra Health IncStock105$2.91K<0.1%History
SUPNSupernus Pharmaceuticals, Inc.COM85$2.90K<0.1%History
SMPLSimply Good Foods CoCOM85$2.89K<0.1%History
UAAUnder Armour, Inc.Stock372$2.75K<0.1%History
WNSWNS (Holdings) LtdCOM SHS54$2.73K<0.1%History
DINOHF Sinclair CorpCOM45$2.72K<0.1%History
PEGAPegasystems IncCOM41$2.65K<0.1%History
HPPHudson Pacific Properties, Inc.COM404$2.61K<0.1%History
Vanguard Scottsdale FDS92206C813LG-TERM COR BD32$2.50K<0.1%–
KEXKirby CorpCOM26$2.48K<0.1%History
BDXBecton Dickinson & CoStock10$2.48K<0.1%History
AMNAmn Healthcare Services IncCOM39$2.44K<0.1%History
LVSLas Vegas Sands CorpCOM45$2.33K<0.1%History
EXLSExlService Holdings, Inc.COM72$2.29K<0.1%History
Global X FDS37954Y343GLBL X MLP ETF47$2.27K<0.1%–
LUMNLumen Technologies, Inc.Stock1,412$2.20K<0.1%History
VEEVVeeva Systems IncStock9$2.09K<0.1%History
VMIValmont Industries IncCOM9$2.06K<0.1%History
PCORProcore Technologies, Inc.COM24$1.97K<0.1%History
DEODiageo PLCSPON ADR NEW11$1.64K<0.1%History
PIMCO ETF Tr72201R7830-5 HIGH YIELD17$1.59K<0.1%–
ALLYAlly Financial Inc.Stock38$1.54K<0.1%History
VLTOVeralto CorpStock17$1.51K<0.1%History