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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 30, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
747
+31 vs. Q1 2025
Portfolio value
$706.9M
−$4.71M (−0.7%) vs. Q1 2025
Filed
Jul 30, 2025
SEC
Holdings of Crewe Advisors LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
OPKOpko Health, Inc.COM1$2<0.1%+1NewHistory
CRNCCerence Inc.COM1$11<0.1%+1NewHistory
CHPTChargePoint Holdings, Inc.COM CL A16$12<0.1%00.0%UnchangedHistory
SFLSFL Corp Ltd.SHS2$17<0.1%00.0%UnchangedHistory
FCELFuelcell Energy IncCOM NEW3$17<0.1%00.0%UnchangedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM1$22<0.1%+1NewHistory
AEOAmerican Eagle Outfitters IncCOM3$29<0.1%00.0%UnchangedHistory
RDZNRoadzen Inc.ORD SHS30$30<0.1%00.0%UnchangedHistory
STNEStoneCo Ltd.COM2$33<0.1%+2NewHistory
APAAPA CorpStock2$37<0.1%00.0%UnchangedHistory
SGMOQSangamo Therapeutics, IncCOM100$55<0.1%00.0%UnchangedHistory
AMTMAmentum Holdings, Inc.COM3$71<0.1%+3NewHistory
BLDPBallard Power Systems Inc.COM50$80<0.1%00.0%UnchangedHistory
AMRNAmarin Corp PLCSPONSORED ADR5$82<0.1%+5NewHistory
SOUNSoundhound AI, Inc.CLASS A COM8$86<0.1%00.0%UnchangedHistory
Global X Uranium ETF37954Y871ETF2$90<0.1%00.0%Unchanged–
KOSSKoss CorpCOM20$102<0.1%00.0%UnchangedHistory
CGCarlyle Group Inc.COM2$103<0.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM3$111<0.1%+3NewHistory
OGNOrganon & Co.Stock12$117<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A50$140<0.1%00.0%UnchangedHistory
SMCISuper Micro Computer, Inc.Stock3$148<0.1%+3NewHistory
SGSweetgreen, Inc.COM CL A10$149<0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A4$154<0.1%−83−95.4%ReducedHistory
JBLUJetBlue Airways CorpCOM40$170<0.1%−4,829−99.2%ReducedHistory
CCICrown Castle Inc.REIT2$206<0.1%−11−84.6%ReducedHistory
Global X FDS37954Y475S&P 500 COVERED6$222<0.1%00.0%Unchanged–
CIMChimera Investment CorpCOM SHS16$222<0.1%00.0%UnchangedHistory
EOGEOG Resources IncStock2$240<0.1%00.0%UnchangedHistory
RSGRepublic Services, Inc.COM1$247<0.1%+1NewHistory
NBIXNeurocrine Biosciences IncStock2$252<0.1%00.0%UnchangedHistory
ASHAshland Inc.COM5$252<0.1%+1+25.0%AddedHistory
GGGGraco IncCOM3$258<0.1%−12−80.0%ReducedHistory
LPXLouisiana-Pacific CorpCOM3$258<0.1%00.0%UnchangedHistory
HOLXHologic IncCOM4$261<0.1%00.0%UnchangedHistory
TPGTPG Inc.COM CL A5$263<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock2$267<0.1%−3−60.0%ReducedHistory
OVVOvintiv Inc.COM7$267<0.1%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM4$271<0.1%+4NewHistory
Exchange Traded Concepts Tru301505731ROBO GLB ARTIF5$275<0.1%+5New–
OCOwens CorningStock2$276<0.1%00.0%UnchangedHistory
BCBrunswick CorpCOM5$277<0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK4$281<0.1%+4NewHistory
RIVNRivian Automotive, Inc.Stock21$289<0.1%+21NewHistory
SNDRSchneider National, Inc.CL B12$290<0.1%−2−14.3%ReducedHistory
INSWInternational Seaways, Inc.COM8$292<0.1%+3+60.0%AddedHistory
SLMSLM CorpCOM9$296<0.1%+9NewHistory
EBAYeBay IncCOM4$298<0.1%+4NewHistory
AYIAcuity Inc. (DE)Stock1$299<0.1%00.0%UnchangedHistory
HSTHost Hotels & Resorts, Inc.COM20$308<0.1%−1−4.8%ReducedHistory
DOCUDocuSign, Inc.Stock4$312<0.1%00.0%UnchangedHistory
LADRLadder Capital CorpCL A29$312<0.1%−1−3.3%ReducedHistory
WPCW. P. Carey Inc.COM5$312<0.1%00.0%UnchangedHistory
RBLXRoblox CorpStock3$316<0.1%+3NewHistory
TXTTextron IncCOM4$322<0.1%00.0%UnchangedHistory
INVAInnoviva, Inc.COM16$322<0.1%00.0%UnchangedHistory
SLGNSilgan Holdings IncCOM6$326<0.1%00.0%UnchangedHistory
RPMRPM International IncCOM3$330<0.1%00.0%UnchangedHistory
EIGEmployers Holdings, Inc.COM7$331<0.1%00.0%UnchangedHistory
CECelanese CorpStock6$332<0.1%00.0%UnchangedHistory
LENLennar CorpCL A3$332<0.1%00.0%UnchangedHistory
ONOn Semiconductor CorpStock6$333<0.1%+6NewHistory
BWABorgwarner IncCOM10$335<0.1%−1−9.1%ReducedHistory
PPLIPeople IncCOM NEW9$337<0.1%−1−10.0%ReducedHistory
VMRKVivmark ResidentialSH BEN INT5$338<0.1%00.0%UnchangedHistory
DKNGDraftKings Inc.Stock8$344<0.1%+1+14.3%AddedHistory
TRGPTarga Resources Corp.COM2$349<0.1%+2NewHistory
IEXIdex CorpCOM2$352<0.1%00.0%UnchangedHistory
THOThor Industries IncCOM4$356<0.1%−9−69.2%ReducedHistory
REGRegency Centers CorpCOM5$357<0.1%00.0%UnchangedHistory
DGXQuest Diagnostics IncCOM2$360<0.1%00.0%UnchangedHistory
FULTFulton Financial CorpCOM20$361<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock2$373<0.1%−28−93.3%ReducedHistory
EMNEastman Chemical CoStock5$374<0.1%−1−16.7%ReducedHistory
GLPIGaming & Leisure Properties, Inc.COM8$374<0.1%00.0%UnchangedHistory
WYNNWynn Resorts LtdCOM4$375<0.1%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock2$377<0.1%00.0%UnchangedHistory
CTRACoterra Energy Inc.Stock15$381<0.1%+15NewHistory
CHDChurch & Dwight Co IncCOM4$385<0.1%+4NewHistory
MASMasco CorpCOM6$387<0.1%00.0%UnchangedHistory
GGenpact LTDSHS9$397<0.1%00.0%UnchangedHistory
HIMSHims & Hers Health, Inc.Stock8$399<0.1%−2,407−99.7%ReducedHistory
EPRTEssential Properties Realty Trust, Inc.COM13$415<0.1%−1−7.1%ReducedHistory
KLGWK Kellogg CoCOM26$415<0.1%00.0%UnchangedHistory
HESHess CorpStock3$416<0.1%−7−70.0%ReducedHistory
GRMNGarmin LtdSHS2$418<0.1%00.0%UnchangedHistory
HHyatt Hotels CorpCOM CL A3$419<0.1%00.0%UnchangedHistory
PHMPultegroup IncCOM4$422<0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock4$423<0.1%−15−78.9%ReducedHistory
VICIVici Properties Inc.COM13$424<0.1%+13NewHistory
FUBOFuboTV Inc.COM110$425<0.1%00.0%UnchangedHistory
COFCapital One Financial CorpStock2$426<0.1%−1−33.3%ReducedHistory
MWAMueller Water Products, Inc.COM SER A18$433<0.1%00.0%UnchangedHistory
DXCMDexcom IncCOM5$437<0.1%+5NewHistory
MKCMcCormick & Co IncStock6$455<0.1%00.0%UnchangedHistory
WELLWelltower Inc.REIT3$462<0.1%+3NewHistory
ZMZoom Communications, Inc.Stock6$468<0.1%00.0%UnchangedHistory
SBACSba Communications CorpCL A2$470<0.1%+2NewHistory
ADIAnalog Devices IncStock2$477<0.1%−11−84.6%ReducedHistory
LNGCheniere Energy, Inc.COM NEW2$488<0.1%00.0%UnchangedHistory

Sold out since Q1 2025 (95)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Crewe Advisors LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
iShares Core S&P 500 ETF464287200ETF185,268$104.1M14.6%–
Vanguard World FD921910840MEGA CAP VAL ETF4,265$549.5K0.1%–
PNTGPennant Group, Inc.COM16,750$421.3K0.1%History
Invesco Exchange Traded FD T46137V233S&P 500 TOP 507,924$364.7K0.1%–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF2,536$131.3K<0.1%–
Invesco Exch Traded FD Tr II46138G664S&P SMALLCAP 6002,474$100.7K<0.1%–
Dimensional U.S. Targeted Value ETF25434V609ETF1,510$77.8K<0.1%–
PERFPerfect Corp.CL A ORD SHS28,963$54.2K<0.1%History
OHIOmega Healthcare Investors IncCOM1,321$50.3K<0.1%History
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX547$44.1K<0.1%–
CELHCelsius Holdings, Inc.COM NEW1,100$39.2K<0.1%History
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE374$37.2K<0.1%–
HUBSHubSpot IncCOM53$30.3K<0.1%History
UALUnited Airlines Holdings, Inc.COM404$27.9K<0.1%History
BIDUBaidu, Inc.ADR290$26.7K<0.1%History
SWKSSkyworks Solutions, Inc.Stock370$23.9K<0.1%History
GPREGreen Plains Inc.COM4,500$21.8K<0.1%History
Janus Detroit STR Tr47103U753B-BBB CLO ETF422$20.5K<0.1%–
NUNu Holdings Ltd.ORD SHS CL A1,900$19.5K<0.1%History
RYAAYRyanair Holdings PLCSPONSORED ADR425$18.0K<0.1%History
PDDPDD Holdings Inc.SPONSORED ADS150$17.8K<0.1%History
PINSPinterest, Inc.CL A550$17.1K<0.1%History
MYGNMyriad Genetics IncCOM1,000$8.87K<0.1%History
GPNGlobal Payments IncStock90$8.81K<0.1%History
DLTRDollar Tree, Inc.COM102$7.66K<0.1%History
ICEIntercontinental Exchange, Inc.Stock40$6.90K<0.1%History
CFGCitizens Financial Group IncCOM160$6.56K<0.1%History
Spinnaker ETF Series84858T772SELE STO EUR ETF161$5.40K<0.1%–
State Street SPDR S&P Semiconductor ETF78464A862ETF26$5.22K<0.1%–
LHLabcorp Holdings Inc.Stock20$4.66K<0.1%History
DFSDiscover Financial ServicesCOM25$4.27K<0.1%History
Fidelity Covington Trust316092303CONSMR STAPLES68$3.48K<0.1%–
iShares Tr46435G102CONV BD ETF41$3.43K<0.1%–
Bondbloxx ETF Trust09789C887CCC RT USD HI YL89$3.37K<0.1%–
iShares Inc46434G830MSCI ITALY ETF79$3.34K<0.1%–
CDWCDW CorpCOM20$3.21K<0.1%History
CAHCardinal Health IncStock21$2.89K<0.1%History
FWONKLiberty Media CorpCOM LBTY ONE S C32$2.88K<0.1%History
TREXTrex Co IncCOM48$2.79K<0.1%History
Kraneshares Tr500767736QUADRTC INT RT123$2.30K<0.1%–
BAXBaxter International IncStock67$2.29K<0.1%History
ABGAsbury Automotive Group IncCOM10$2.21K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A27$2.17K<0.1%History
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS44$2.13K<0.1%History
LFVNLifevantage CorpCOM NEW143$2.08K<0.1%History
FCNCAFirst Citizens Bancshares IncCL A1$1.85K<0.1%History
PHParker-Hannifin CorpStock3$1.82K<0.1%History
EXPDExpeditors International of Washington IncCOM14$1.68K<0.1%History
BF.BBrown Forman CorpStock48$1.63K<0.1%History
HEIHeico CorpCOM6$1.60K<0.1%History
MCMoelis & CoCL A26$1.52K<0.1%History
DVNDevon Energy CorpStock39$1.46K<0.1%History
MTGMgic Investment CorpCOM58$1.44K<0.1%History
GMSGMS Inc.COM19$1.39K<0.1%History
IBPInstalled Building Products, Inc.COM8$1.37K<0.1%History
DELLDell Technologies Inc.Stock15$1.37K<0.1%History
TBRGTruBridge, Inc.COM48$1.32K<0.1%History
HPQHP IncStock47$1.30K<0.1%History
ARMArm Holdings PLCADR12$1.28K<0.1%History
ATKRAtkore Inc.COM21$1.26K<0.1%History
FNFFidelity National Financial, Inc.COM SHS18$1.17K<0.1%History
CFRCullen/Frost Bankers, Inc.COM9$1.13K<0.1%History
HASHasbro, Inc.COM18$1.11K<0.1%History
GBCIGlacier Bancorp, Inc.COM24$1.06K<0.1%History
EXCExelon CorpStock22$1.01K<0.1%History
CNHCNH Industrial N.V.SHS80$983<0.1%History
LDOSLeidos Holdings, Inc.COM7$945<0.1%History
PHGKoninklijke Philips NVNY REGIS SHS NEW31$788<0.1%History
ROKRockwell Automation, IncStock3$776<0.1%History
IFFInternational Flavors & Fragrances IncCOM9$699<0.1%History
REGNRegeneron Pharmaceuticals, Inc.COM1$635<0.1%History
LHXL3HARRIS Technologies, Inc.Stock3$628<0.1%History
CCKCrown Holdings, Inc.COM6$536<0.1%History
WYWeyerhaeuser CoCOM NEW18$528<0.1%History
KDPKeurig Dr Pepper Inc.COM14$480<0.1%History
BDXBecton Dickinson & CoStock2$459<0.1%History
LEALear CorpCOM NEW5$442<0.1%History
TELTE Connectivity plcStock3$424<0.1%History
TECKTeck Resources LtdCL B11$401<0.1%History
FITBFifth Third BancorpCOM10$392<0.1%History
STZConstellation Brands, Inc.Stock2$368<0.1%History
FERGFerguson Enterprises Inc.COMMON STOCK NEW2$321<0.1%History
iShares MSCI India ETF46429B598ETF6$309<0.1%–
EWEdwards Lifesciences CorpStock4$290<0.1%History
Invesco Exch Traded FD Tr II46138E800CHINA TECHNLGY6$266<0.1%–
CRWVCoreWeave, Inc.Stock7$260<0.1%History
BLDRBuilders FirstSource, Inc.Stock2$250<0.1%History
BBYBest Buy Co IncStock3$221<0.1%History
JWNNordstrom IncStock8$196<0.1%History
AFRMAffirm Holdings, Inc.COM CL A4$181<0.1%History
WBXWallbox N.V.SHS500$164<0.1%History
WCCWesco International IncCOM1$156<0.1%History
MKSIMKS IncCOM1$81<0.1%History
AMCAMC Entertainment Holdings, Inc.CL A NEW25$72<0.1%History
FTREFortrea Holdings Inc.COMMON STOCK9$68<0.1%History