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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
IVZInvesco Ltd.Stock31$489<0.1%+15+93.8%AddedHistory
KEYSKeysight Technologies, Inc.Stock3$492<0.1%00.0%UnchangedHistory
RMDResmed IncCOM2$516<0.1%+2NewHistory
VMCVulcan Materials COCOM2$522<0.1%−1−33.3%ReducedHistory
WCNWaste Connections, Inc.COM3$561<0.1%−23,497−100.0%ReducedHistory
CBRECbre Group, Inc.CL A4$561<0.1%−13−76.5%ReducedHistory
SSNCSS&C Technologies Holdings IncCOM7$580<0.1%−32−82.1%ReducedHistory
PAYXPaychex IncStock4$582<0.1%+4NewHistory
NETCloudflare, Inc.CL A COM3$588<0.1%+3NewHistory
Tidal Trust I886364876ADASINA SOCIAL30$594<0.1%00.0%Unchanged–
LYVLive Nation Entertainment, Inc.COM4$606<0.1%+4NewHistory
NMRKNewmark Group, Inc.CL A50$608<0.1%00.0%UnchangedHistory
NBISNebius Group N.V.Stock11$609<0.1%+11NewHistory
SNASnap-on IncCOM2$623<0.1%00.0%UnchangedHistory
RCLRoyal Caribbean Cruises LtdCOM2$627<0.1%00.0%UnchangedHistory
ORLYO Reilly Automotive IncStock7$631<0.1%−23−76.7%ReducedConverted for a 15-for-1 splitHistory
HOODRobinhood Markets, Inc.Stock7$656<0.1%−6−46.2%ReducedHistory
ALHCAlignment Healthcare, Inc.COM50$700<0.1%00.0%UnchangedHistory
HCAHCA Healthcare, Inc.COM2$767<0.1%+1+100.0%AddedHistory
HLTHilton Worldwide Holdings Inc.COM3$800<0.1%+3NewHistory
iShares Tr464288638ISHS 5-10YR INVT15$800<0.1%+15New–
EVREvercore Inc.CLASS A3$811<0.1%00.0%UnchangedHistory
iShares Tr464288448INTL SEL DIV ETF24$836<0.1%+2+9.1%Added–
NICENICE Ltd.SPONSORED ADR5$845<0.1%00.0%UnchangedHistory
ERICEricsson LM Telephone CoADR B SEK 10100$848<0.1%+100NewHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF20$857<0.1%00.0%Unchanged–
KDKyndryl Holdings, Inc.Stock21$882<0.1%00.0%UnchangedHistory
CDECoeur Mining, Inc.COM NEW100$886<0.1%00.0%UnchangedHistory
ADPAutomatic Data Processing IncStock3$926<0.1%+3NewHistory
Ea Series Trust02072L227RESEARCH AFFILIA38$928<0.1%00.0%Unchanged–
ALCAlcon IncStock11$972<0.1%00.0%UnchangedHistory
Occidental Pete Corp WT Exp 080327674599162Stock47$974<0.1%00.0%Unchanged–
DJTTrump Media & Technology Group Corp.Stock54$975<0.1%00.0%UnchangedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN120$984<0.1%+120NewHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF24$995<0.1%−58−70.7%Reduced–
Vanguard Long-Term Treasury ETF92206C847ETF18$1.01K<0.1%+18New–
AMCRAmcor plcORD110$1.01K<0.1%+110NewHistory
SNPSSynopsys IncCOM2$1.03K<0.1%−1−33.3%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -18$1.04K<0.1%+18NewHistory
CMCanadian Imperial Bank of CommerceCOM15$1.06K<0.1%+15NewHistory
Tidal ETF Tr886364181UNUSUAL WHALE SU32$1.08K<0.1%00.0%Unchanged–
Subversive Congressional Democrats Trading ETF886364199ETF27$1.13K<0.1%00.0%Unchanged–
GTLBGitlab Inc.CLASS A COM26$1.17K<0.1%+6+30.0%AddedHistory
TMUST-Mobile US, Inc.Stock5$1.19K<0.1%+5NewHistory
BABAAlibaba Group Holding LtdADR11$1.25K<0.1%−2−15.4%ReducedHistory
ITTItt Inc.COM8$1.25K<0.1%00.0%UnchangedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI25$1.26K<0.1%00.0%Unchanged–
Tidal ETF Tr88634T105II CARBON CLCTV CLM59$1.33K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF8$1.38K<0.1%+4+100.0%Added–
AREAlexandria Real Estate Equities, Inc.COM19$1.38K<0.1%+19NewHistory
DEODiageo PLCSPON ADR NEW14$1.41K<0.1%+14NewHistory
iShares Core MSCI Total International Stock ETF46432F834ETF18$1.42K<0.1%00.0%Unchanged–
Kraneshares Trust500767306CSI CHI INTERNET42$1.44K<0.1%+22+110.0%Added–
iShares Inc464286608MSCI EURZONE ETF25$1.48K<0.1%+1+4.2%Added–
DASHDoorDash, Inc.Stock6$1.48K<0.1%+4+200.0%AddedHistory
KVUEKenvue Inc.Stock76$1.59K<0.1%+76NewHistory
ACHRArcher Aviation Inc.Stock150$1.63K<0.1%+150NewHistory
Paramount Global92556H206CL B130$1.67K<0.1%+1+0.8%Added–
SOSouthern CoStock19$1.75K<0.1%+7+58.3%AddedHistory
WSOWatsco IncCOM4$1.77K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF32$1.91K<0.1%00.0%Unchanged–
Columbia ETF Tr II19762B509EMRG MARKETS ETF80$1.92K<0.1%00.0%Unchanged–
HRLHormel Foods CorpCOM65$1.97K<0.1%+65NewHistory
CRWDCrowdStrike Holdings, Inc.Stock4$2.04K<0.1%+2+100.0%AddedHistory
CLFCleveland-Cliffs Inc.COM271$2.06K<0.1%+220+431.4%AddedHistory
VLTOVeralto CorpStock21$2.12K<0.1%+21NewHistory
DTDynatrace, Inc.Stock39$2.15K<0.1%+30+333.3%AddedHistory
ECLEcolab Inc.Stock8$2.16K<0.1%−151−95.0%ReducedHistory
CWDCaliberCos Inc.CL A NEW621$2.19K<0.1%+621NewHistory
TROWPrice T Rowe Group IncStock23$2.22K<0.1%+23NewHistory
PIMCO ETF Tr72201R817INV GRD CRP BD23$2.24K<0.1%+23New–
NRGNRG Energy, Inc.Stock14$2.25K<0.1%00.0%UnchangedHistory
TRPTC Energy CorpCOM47$2.29K<0.1%+47NewHistory
HBANHuntington Bancshares IncCOM137$2.30K<0.1%+137NewHistory
AALAmerican Airlines Group Inc.Stock210$2.36K<0.1%00.0%UnchangedHistory
PCARPaccar IncCOM25$2.38K<0.1%−20−44.4%ReducedHistory
PYPLPayPal Holdings, Inc.Stock33$2.45K<0.1%−498−93.8%ReducedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF99$2.48K<0.1%+99New–
ABRArbor Realty Trust IncCOM237$2.54K<0.1%+237NewHistory
Global X FDS37954Y483NASDAQ 100 COVER154$2.57K<0.1%−47−23.4%Reduced–
AZIOAzio AI Holdings, Inc.COM14,700$2.63K<0.1%00.0%UnchangedHistory
WENWendy's CoStock234$2.67K<0.1%+3+1.3%AddedHistory
ELEstee Lauder Companies IncCL A35$2.79K<0.1%−55−61.1%ReducedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN20$2.83K<0.1%00.0%Unchanged–
BTIBritish American Tobacco p.l.c.SPONSORED ADR61$2.89K<0.1%+28+84.8%AddedHistory
ONTOOnto Innovation Inc.COM29$2.93K<0.1%00.0%UnchangedHistory
iShares Tr46434V4070-5YR HI YL CP70$3.02K<0.1%00.0%Unchanged–
XELXcel Energy IncStock45$3.06K<0.1%+45NewHistory
CDNSCadence Design Systems IncStock10$3.08K<0.1%+8+400.0%AddedHistory
HALHalliburton CoStock151$3.08K<0.1%+151NewHistory
TGTTarget CorpStock32$3.16K<0.1%−36−52.9%ReducedHistory
RALRalliant CorpStock66$3.20K<0.1%+66NewHistory
SNYSanofiSPONSORED ADR69$3.33K<0.1%+47+213.6%AddedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS167$3.39K<0.1%+100+149.3%AddedHistory
NNENano Nuclear Energy Inc.COM100$3.45K<0.1%+100NewHistory
INVHInvitation Homes Inc.COM108$3.53K<0.1%+108NewHistory
WBDWarner Bros. Discovery, Inc.Stock313$3.59K<0.1%00.0%UnchangedHistory
MRVLMarvell Technology, Inc.COM47$3.64K<0.1%+12+34.3%AddedHistory
DARDarling Ingredients Inc.COM100$3.79K<0.1%00.0%UnchangedHistory
PIMCO ETF Tr72201R866INTER MUN BD ACT74$3.80K<0.1%+74New–

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