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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 27, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
646
−67 vs. Q3 2024
Portfolio value
$725.2M
−$136.9M (−15.9%) vs. Q3 2024
Filed
Jan 27, 2025
SEC
Holdings of Crewe Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF180,239$106.1M14.6%+16,080+9.8%Added–
SPYSPDR S&P 500 ETF TrustETF96,893$56.8M7.8%−873−0.9%ReducedHistory
iShares Core S&P Mid-Cap ETF464287507ETF814,395$50.7M7.0%+59,121+7.8%Added–
BRK.ABerkshire Hathaway IncCL A53$36.1M5.0%−3−5.4%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF480,786$33.8M4.7%+287,677+149.0%Added–
Vanguard World FD921910733ESG US STK ETF311,510$32.7M4.5%+444+0.1%Added–
DBX ETF Tr233051200XTRACK MSCI EAFE720,466$29.8M4.1%+7,302+1.0%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF50,964$29.0M4.0%−427−0.8%ReducedHistory
NVDANVIDIA CorpStock197,453$26.5M3.7%+197,453NewHistory
Vanguard Morningstar Small-Cap ETF922908751ETF106,356$25.6M3.5%00.0%Unchanged–
Pgim ETF Tr69344A107PGIM ULTRA SH BD389,686$19.3M2.7%+320,060+459.7%Added–
TSLATesla, Inc.Stock43,956$17.8M2.4%−6,039−12.1%ReducedHistory
iShares Russell 2000 ETF464287655ETF79,970$17.7M2.4%−969−1.2%Reduced–
iShares Tr464288414NATIONAL MUN ETF146,477$15.6M2.2%+5,957+4.2%Added–
Vanguard Information Technology ETF92204A702ETF24,004$14.9M2.1%−50−0.2%Reduced–
PACSPACS Group, Inc.COM SHS1,112,068$14.6M2.0%+1,110,410+66,972.9%AddedHistory
Vanguard S&P 500 ETF922908363ETF25,517$13.7M1.9%+125+0.5%Added–
iShares Core S&P Small Cap ETF464287804ETF103,190$11.9M1.6%+20,526+24.8%Added–
BRK.BBerkshire Hathaway IncStock25,593$11.6M1.6%−205−0.8%ReducedHistory
Invesco QQQ Trust Series I46090E103ETF19,054$9.74M1.3%+85+0.4%Added–
Vanguard World FD921910725ESG INTL STK ETF140,859$7.99M1.1%00.0%Unchanged–
JPMorgan Ultra-Short Income ETF46641Q837ETF144,441$7.28M1.0%−27,451−16.0%Reduced–
iShares Tr464288687PFD AND INCM SEC173,853$5.47M0.8%−2,832−1.6%Reduced–
iShares MSCI Eafe ETF464287465ETF71,911$5.44M0.7%−618−0.9%Reduced–
Vanguard Real Estate ETF922908553ETF54,625$4.87M0.7%+260.0%Added–
AMDAdvanced Micro Devices IncStock38,649$4.67M0.6%−2,824−6.8%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF15,531$4.50M0.6%+216+1.4%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF92,251$4.06M0.6%−3,496−3.7%Reduced–
WCNWaste Connections, Inc.COM23,500$4.03M0.6%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF66,498$3.47M0.5%−1,992−2.9%Reduced–
EQTEQT CorpStock75,120$3.46M0.5%−118−0.2%ReducedHistory
MCOMoodys CorpStock6,425$3.04M0.4%−393−5.8%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF7,095$2.85M0.4%−300−4.1%Reduced–
XOMExxonMobil Holdings CorpCOM26,434$2.84M0.4%−2,070−7.3%ReducedHistory
ENSGEnsign Group, IncCOM20,426$2.71M0.4%−1,090,266−98.2%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF88,441$2.42M0.3%−2,588−2.8%ReducedConverted for a 3-for-1 split–
iShares Tr464288273EAFE SML CP ETF34,028$2.07M0.3%−7,647−18.3%Reduced–
TJXTJX Companies IncStock16,497$1.99M0.3%+16,497NewHistory
RWAYRunway Growth Finance Corp.COM172,002$1.89M0.3%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM31,565$1.82M0.3%+2,347+8.0%Added–
COSTCostco Wholesale CorpStock1,832$1.68M0.2%+27+1.5%AddedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF7,098$1.65M0.2%−167−2.3%Reduced–
AXPAmerican Express CoStock5,523$1.64M0.2%−5−0.1%ReducedHistory
iShares Core Dividend Growth ETF46434V621ETF25,442$1.56M0.2%−20,050−44.1%Reduced–
iShares Tr464287234MSCI EMG MKT ETF34,774$1.45M0.2%+175+0.5%Added–
PGProcter & Gamble CoStock8,399$1.41M0.2%−1,184−12.4%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF29,257$1.40M0.2%+230+0.8%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF4,974$1.31M0.2%00.0%Unchanged–
GLDSPDR Gold TrustETF5,102$1.24M0.2%00.0%UnchangedHistory
Sandstorm Gold Ltd Com New80013R206Stock199,746$1.11M0.2%00.0%Unchanged–
Schwab U.S. Large-Cap ETF808524201ETF46,719$1.08M0.1%00.0%UnchangedConverted for a 3-for-1 split–
iShares Tr464288281JPMORGAN USD EMG11,635$1.04M0.1%−282−2.4%Reduced–
MRKMerck & Co., Inc.Stock10,256$1.02M0.1%−1,092−9.6%ReducedHistory
IBMInternational Business Machines CorpStock4,588$1.01M0.1%−98−2.1%ReducedHistory
SHELShell plcADR15,401$964.9K0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF9,945$904.3K0.1%−41−0.4%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,145$845.3K0.1%−232−3.6%Reduced–
ANAutonation, Inc.COM4,761$808.6K0.1%00.0%UnchangedHistory
Vanguard Index FDS922908652EXTEND MKT ETF4,207$799.2K0.1%00.0%Unchanged–
iShares Tr464288158SHRT NAT MUN ETF7,240$763.7K0.1%+4,340+149.7%Added–
iShares Tr4642886613 7 YR TREAS BD6,521$753.5K0.1%+44+0.7%Added–
GISGeneral Mills IncStock11,700$746.1K0.1%−325−2.7%ReducedHistory
AMPAmeriprise Financial IncCOM1,376$732.6K0.1%−34−2.4%ReducedHistory
BKNGBooking Holdings Inc.Stock143$710.5K0.1%−17−10.6%ReducedHistory
WMTWalmart Inc.Stock7,858$710.0K0.1%−434−5.2%ReducedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF14,417$696.8K0.1%−270−1.8%Reduced–
RTXRTX CorpStock5,812$672.6K0.1%−289−4.7%ReducedHistory
INTCIntel CorpStock31,986$641.3K0.1%−4,368−12.0%ReducedHistory
BXBlackstone Inc.COM3,693$636.8K0.1%−143−3.7%ReducedHistory
MCDMcDonalds CorpStock2,056$596.0K0.1%−290−12.4%ReducedHistory
JEFJefferies Financial Group Inc.COM7,546$591.6K0.1%00.0%UnchangedHistory
Schwab U.S. Broad Market ETF808524102ETF25,153$571.0K0.1%00.0%UnchangedConverted for a 3-for-1 split–
Schwab Strategic Tr8085247221000 INDEX ETF20,108$569.3K0.1%00.0%UnchangedConverted for a 2-for-1 split–
DUKDuke Energy CORPStock5,110$550.6K0.1%−342−6.3%ReducedHistory
Vanguard World FD921910840MEGA CAP VAL ETF4,265$532.7K0.1%00.0%Unchanged–
WisdomTree Tr97717W422INDIA ERNGS FD11,431$517.5K0.1%00.0%Unchanged–
MMM3M CoStock3,669$473.6K0.1%+4+0.1%AddedHistory
SPDR Series Trust78464A763ST STR SP DIV3,579$472.8K0.1%−35−1.0%Reduced–
ABBVAbbVie Inc.Stock2,656$472.0K0.1%−756−22.2%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,099$470.9K0.1%00.0%Unchanged–
GEGeneral Electric CoStock2,742$457.3K0.1%−516−15.8%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,062$451.9K0.1%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF5,258$450.4K0.1%+693+15.2%Added–
IBKRInteractive Brokers Group, Inc.Stock2,548$450.2K0.1%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF4,623$448.0K0.1%00.0%Unchanged–
JNJJohnson & JohnsonStock3,086$446.3K0.1%−841−21.4%ReducedHistory
PNTGPennant Group, Inc.COM16,750$444.2K0.1%−726,208−97.7%ReducedHistory
TXNTexas Instruments IncStock2,357$442.0K0.1%−103−4.2%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF1,232$411.8K0.1%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF4,011$407.2K0.1%+80+2.0%Added–
CRMSalesforce, Inc.Stock1,202$401.9K0.1%−445−27.0%ReducedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE7,249$401.7K0.1%−119−1.6%Reduced–
ALLAllstate CorpStock2,082$401.4K0.1%−200−8.8%ReducedHistory
WECWec Energy Group, Inc.Stock4,235$398.3K0.1%+556+15.1%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 507,924$395.9K0.1%00.0%Unchanged–
DISWalt Disney CoStock3,518$391.7K0.1%−100−2.8%ReducedHistory
PANWPalo Alto Networks IncStock2,138$389.0K0.1%00.0%UnchangedConverted for a 2-for-1 splitHistory
INTUIntuit Inc.Stock617$387.8K0.1%+617NewHistory
HGHamilton Insurance Group, Ltd.CL B20,239$385.1K0.1%−25,298−55.6%ReducedHistory
SUSuncor Energy IncStock10,794$385.1K0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (172)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 172 by value last quarter.

Positions of Crewe Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
Vanguard Total Bond Market ETF921937835ETF467,463$35.1M4.1%–
Capital Group Core Equity Et14020V108SHS CREAT UNIT62,176$2.13M0.2%–
DINOHF Sinclair CorpCOM7,869$350.7K<0.1%History
iShares Tr46428865310-20 YR TRS ETF2,908$317.9K<0.1%–
TMUST-Mobile US, Inc.Stock721$148.8K<0.1%History
SPESpecial Opportunities Fund, Inc.COM6,970$97.0K<0.1%History
RSGRepublic Services, Inc.COM470$94.4K<0.1%History
iShares Tr464288646ISHS 1-5YR INVS1,500$79.0K<0.1%–
iShares Tr46436E874IBONDS 24 TRM TS3,070$73.7K<0.1%–
NETCloudflare, Inc.CL A COM756$61.2K<0.1%History
TDGTransDigm Group INCCOM38$54.2K<0.1%History
SRESempraStock559$46.8K<0.1%History
SPGSimon Property Group Inc.REIT263$44.5K<0.1%History
PHParker-Hannifin CorpStock68$43.0K<0.1%History
NTAPNetApp, Inc.Stock336$41.5K<0.1%History
SNPSSynopsys IncCOM78$39.5K<0.1%History
NDAQNasdaq, Inc.COM505$36.9K<0.1%History
MSIMotorola Solutions, Inc.Stock82$36.9K<0.1%History
EBAYeBay IncCOM546$35.6K<0.1%History
HALHalliburton CoStock1,127$32.7K<0.1%History
ULTAUlta Beauty, Inc.Stock84$32.7K<0.1%History
CCOClear Channel Outdoor Holdings, Inc.COM20,000$32.0K<0.1%History
SPXCSPX Technologies, Inc.COM200$31.9K<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM29$30.5K<0.1%History
KMBKimberly Clark CorpStock208$29.6K<0.1%History
ICEIntercontinental Exchange, Inc.Stock183$29.4K<0.1%History
CHDChurch & Dwight Co IncCOM276$28.9K<0.1%History
ADMArcher-Daniels-Midland CoStock479$28.6K<0.1%History
EXPEExpedia Group, Inc.Stock191$28.3K<0.1%History
EXCExelon CorpStock681$27.6K<0.1%History
EXPDExpeditors International of Washington IncCOM207$27.2K<0.1%History
ADPAutomatic Data Processing IncStock98$27.1K<0.1%History
WTWWillis Towers Watson PLCSHS90$26.5K<0.1%History
EIXEdison InternationalStock289$25.2K<0.1%History
KDPKeurig Dr Pepper Inc.COM623$23.4K<0.1%History
AEEAmeren CorpCOM261$22.8K<0.1%History
CSGPCostar Group, Inc.COM294$22.2K<0.1%History
RGAReinsurance Group of America IncCOM NEW100$21.8K<0.1%History
ZZillow Group, Inc.CL C CAP STK328$20.9K<0.1%History
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN340$20.2K<0.1%–
CHTRCharter Communications, Inc.CL A62$20.1K<0.1%History
KKRKKR & Co. Inc.COM153$20.0K<0.1%History
ILMNIllumina, Inc.COM153$20.0K<0.1%History
TSCOTractor Supply CoCOM68$19.8K<0.1%History
IDXXIDEXX Laboratories IncCOM38$19.2K<0.1%History
EWEdwards Lifesciences CorpStock290$19.1K<0.1%History
DOCHealthpeak Properties, Inc.COM750$17.2K<0.1%History
RMDResmed IncCOM62$15.1K<0.1%History
CAGConagra Brands Inc.Stock450$14.6K<0.1%History
ARK Innovation ETF00214Q104ETF300$14.3K<0.1%–
CPBCAMPBELL'S CoCOM291$14.2K<0.1%History
DLRDigital Realty Trust, Inc.COM85$13.8K<0.1%History
DXCMDexcom IncCOM203$13.6K<0.1%History
AONAon plcCL A39$13.5K<0.1%History
MLMMartin Marietta Materials IncCOM25$13.5K<0.1%History
KMIKinder Morgan, Inc.Stock601$13.3K<0.1%History
MTBM&T Bank CorpCOM73$13.0K<0.1%History
BXPBXP, Inc.COM148$11.9K<0.1%History
CMGChipotle Mexican Grill IncCOM200$11.5K<0.1%History
UDRUDR, Inc.COM253$11.5K<0.1%History
Vanguard Star FDS921909768VG TL INTL STK F177$11.5K<0.1%–
PAYXPaychex IncStock85$11.4K<0.1%History
MNDYmonday.com Ltd.SHS41$11.4K<0.1%History
HWMHowmet Aerospace Inc.Stock113$11.3K<0.1%History
VICIVici Properties Inc.COM333$11.1K<0.1%History
IFFInternational Flavors & Fragrances IncCOM105$11.0K<0.1%History
KVUEKenvue Inc.Stock476$11.0K<0.1%History
DVADavita Inc.COM66$10.8K<0.1%History
AREAlexandria Real Estate Equities, Inc.COM87$10.3K<0.1%History
Schwab US Tips ETF808524870ETF191$10.2K<0.1%–
LHLabcorp Holdings Inc.Stock44$9.83K<0.1%History
NVRNVR IncCOM1$9.81K<0.1%History
CTSHCognizant Technology Solutions CorpCL A125$9.65K<0.1%History
DXCDXC Technology CoStock450$9.34K<0.1%History
HPQHP IncStock254$9.11K<0.1%History
ROLRollins IncCOM179$9.05K<0.1%History
HESHess CorpStock66$8.96K<0.1%History
WELLWelltower Inc.REIT68$8.71K<0.1%History
PWRQuanta Services, Inc.COM29$8.65K<0.1%History
LDOSLeidos Holdings, Inc.COM52$8.48K<0.1%History
TYLTyler Technologies IncCOM14$8.17K<0.1%History
RLRalph Lauren CorpCL A42$8.14K<0.1%History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF116$7.83K<0.1%–
HRLHormel Foods CorpCOM246$7.80K<0.1%History
XELXcel Energy IncStock109$7.12K<0.1%History
AIZAssurant, Inc.Stock35$6.96K<0.1%History
AOSSmith A O CorpCOM73$6.56K<0.1%History
CORCencora, Inc.Stock29$6.53K<0.1%History
iShares Tr464288877EAFE VALUE ETF113$6.50K<0.1%–
STESTERIS plcSHS USD26$6.31K<0.1%History
iShares Inc464286533MSCI EMERG MRKT100$6.27K<0.1%–
TERTeradyne, IncStock46$6.16K<0.1%History
CAHCardinal Health IncStock55$6.08K<0.1%History
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH53$6.08K<0.1%–
SWKStanley Black & Decker, Inc.COM55$6.06K<0.1%History
CFCF Industries Holdings, Inc.COM70$6.01K<0.1%History
LLoews CorpCOM74$5.85K<0.1%History
ANSSAnsys IncCOM18$5.74K<0.1%History
RIVNRivian Automotive, Inc.Stock511$5.73K<0.1%History
CTRACoterra Energy Inc.Stock239$5.72K<0.1%History