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Livermore
Livermore
ZHEN

Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 23, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
1,135
+97 vs. Q1 2026
Portfolio value
$1.38B
+$208.6M (+17.8%) vs. Q1 2026
Filed
Jul 23, 2026
SEC
Holdings of Crewe Advisors LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
WWRWestwater Resources, Inc.COM NEW1$1<0.1%00.0%UnchangedHistory
OPKOpko Health, Inc.COM1$2<0.1%00.0%UnchangedHistory
VEEETwin Vee PowerCats, Co.COM1$6<0.1%+1+825.0%AddedConverted for a 1-for-37 splitHistory
CRNCCerence Inc.COM1$12<0.1%00.0%UnchangedHistory
RIVNRivian Automotive, Inc.Stock1$18<0.1%00.0%UnchangedHistory
STNEStoneCo Ltd.COM2$22<0.1%00.0%UnchangedHistory
SMSM Energy CoCOM1$28<0.1%00.0%UnchangedHistory
DAICCID Holdco, Inc.COM16$28<0.1%00.0%UnchangedConverted for a 1-for-25 splitHistory
CPRXCatalyst Pharmaceuticals, Inc.COM1$32<0.1%00.0%UnchangedHistory
OPENZOpendoor Technologies Inc.*W EXP 11/20/202150$36<0.1%00.0%UnchangedHistory
RUNSunrun Inc.COM3$41<0.1%00.0%UnchangedHistory
OPENLOpendoor Technologies Inc.*W EXP 11/20/202150$43<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock4$46<0.1%−7−63.6%ReducedHistory
FWDIForward Industries, Inc.COM NEW11$47<0.1%00.0%UnchangedHistory
OHIOmega Healthcare Investors IncCOM1$48<0.1%+1NewHistory
AEOAmerican Eagle Outfitters IncCOM3$52<0.1%00.0%UnchangedHistory
SUNSSunrise Realty Trust, Inc.COM7$56<0.1%+7NewHistory
CWENClearway Energy, Inc.CL C2$69<0.1%+2NewHistory
SOBOSouth Bow CorpCOM2$71<0.1%00.0%UnchangedHistory
OPENWOpendoor Technologies Inc.*W EXP 11/20/202150$75<0.1%00.0%UnchangedHistory
AMRNAmarin Corp PLCSPONSORED ADR5$80<0.1%00.0%UnchangedHistory
CWDCaliberCos Inc.CL A NEW121$80<0.1%00.0%UnchangedHistory
KOSSKoss CorpCOM20$81<0.1%00.0%UnchangedHistory
EFCEllington Financial Inc.COM6$82<0.1%+6NewHistory
FUBOFuboTV Inc.COM NEW CL A9$83<0.1%00.0%UnchangedHistory
CGCarlyle Group Inc.COM2$85<0.1%00.0%UnchangedHistory
DNNDenison Mines Corp.COM28$86<0.1%00.0%UnchangedHistory
DTDynatrace, Inc.Stock2$88<0.1%00.0%UnchangedHistory
Two Harbors Investment Corp.90187B804COM8$100<0.1%+8New–
FCELFuelcell Energy IncCOM NEW3$109<0.1%00.0%UnchangedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR2$130<0.1%+2NewHistory
OGNOrganon & Co.Stock12$163<0.1%00.0%UnchangedHistory
BLDPBallard Power Systems Inc.COM50$195<0.1%00.0%UnchangedHistory
TPGTPG Inc.COM CL A5$203<0.1%00.0%UnchangedHistory
KSCPKnightscope, Inc.CL A NEW100$211<0.1%+100NewHistory
CIMChimera Investment CorpCOM SHS16$214<0.1%00.0%UnchangedHistory
MRAMEverspin Technologies Inc.COM10$242<0.1%+10NewHistory
VELOVelo3D, Inc.Stock14$246<0.1%+14NewHistory
IIPRInnovative Industrial Properties IncCOM4$254<0.1%+4NewHistory
Neos ETF Trust78433H303NEOS S&P 500 HI5$266<0.1%+5New–
TWSTTwist Bioscience CorpCOM3$309<0.1%00.0%UnchangedHistory
PATHUiPath, Inc.Stock29$316<0.1%+29NewHistory
INFQInfleqtion, Inc.COM SHS24$320<0.1%+24NewHistory
iShares Inc46434G772MSCI TAIWAN ETF3$326<0.1%+3New–
ADGMAdagio Medical Holdings, Inc.COM500$326<0.1%00.0%UnchangedHistory
NYTNew York Times CoCL A5$350<0.1%+5NewHistory
NWGNatWest Group plcSPONS ADR20$353<0.1%+20NewHistory
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF8$385<0.1%00.0%Unchanged–
DOCHealthpeak Properties, Inc.COM18$386<0.1%+18NewHistory
WYNNWynn Resorts LtdCOM4$389<0.1%00.0%UnchangedHistory
First Tr Exchng Traded FD VI33740F391FT VEST U.S10$391<0.1%00.0%Unchanged–
ELEstee Lauder Companies IncCL A5$395<0.1%−59−92.2%ReducedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR25$404<0.1%+25NewHistory
iShares Inc464286772MSCI STH KOR ETF2$404<0.1%+2New–
DJTTrump Media & Technology Group Corp.Stock54$418<0.1%00.0%UnchangedHistory
FOXAFox CorpCL A COM8$418<0.1%00.0%UnchangedHistory
APAMArtisan Partners Asset Management Inc.CL A13$449<0.1%00.0%UnchangedHistory
MRPMillrose Properties, Inc.COM CL A15$451<0.1%+15NewHistory
NICENICE Ltd.SPONSORED ADR5$455<0.1%00.0%UnchangedHistory
PUKPrudential PLCADR17$456<0.1%+17NewHistory
ARIApollo Commercial Real Estate Finance, Inc.COM43$460<0.1%00.0%UnchangedHistory
BlackRock ETF Trust09290C764ISHA IN CTRY ETF13$476<0.1%+13New–
BABAAlibaba Group Holding LtdADR5$480<0.1%00.0%UnchangedHistory
ERIEErie Indemnity CoCL A2$480<0.1%+2NewHistory
ZMZoom Communications, Inc.Stock6$518<0.1%00.0%UnchangedHistory
VGVenture Global, Inc.COM CL A47$524<0.1%−3−6.0%ReducedHistory
GLGlobe Life Inc.COM3$537<0.1%+3NewHistory
PEGPublic Service Enterprise Group IncCOM7$569<0.1%00.0%UnchangedHistory
GTLBGitlab Inc.CLASS A COM20$611<0.1%00.0%UnchangedHistory
NWSANews CorpCL A25$621<0.1%+25NewHistory
LAESSEALSQ CorpORD SHS200$630<0.1%00.0%UnchangedHistory
EFXEquifax IncCOM4$635<0.1%+1+33.3%AddedHistory
UUnity Software Inc.COM24$686<0.1%00.0%UnchangedHistory
CRICarters IncCOM17$700<0.1%+6+54.5%AddedHistory
ACHRArcher Aviation Inc.Stock150$710<0.1%00.0%UnchangedHistory
XELXcel Energy IncStock9$729<0.1%00.0%UnchangedHistory
ALCAlcon IncStock11$739<0.1%00.0%UnchangedHistory
iShares Tr464288638ISHS 5-10YR INVT15$798<0.1%00.0%Unchanged–
Vanguard Total International Bond ETF92203J407ETF17$824<0.1%00.0%Unchanged–
KHCKraft Heinz CoStock35$827<0.1%00.0%UnchangedHistory
AZTAAzenta, Inc.COM33$843<0.1%−145−81.5%ReducedHistory
HRLHormel Foods CorpCOM35$869<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock10$984<0.1%+1+11.1%AddedHistory
Vanguard Long-Term Treasury ETF92206C847ETF18$994<0.1%00.0%Unchanged–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF21$1.01K<0.1%00.0%Unchanged–
EVREvercore Inc.CLASS A3$1.02K<0.1%00.0%UnchangedHistory
WYWeyerhaeuser CoCOM NEW43$1.03K<0.1%+43NewHistory
CMTLComtech Telecommunications CorpCOM NEW500$1.05K<0.1%+500NewHistory
SESea LtdSPONSORD ADS11$1.05K<0.1%+11NewHistory
DGXQuest Diagnostics IncCOM5$1.06K<0.1%+5NewHistory
EGEverest Group, Ltd.COM3$1.07K<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A214$1.12K<0.1%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW6$1.13K<0.1%+6NewHistory
LDOSLeidos Holdings, Inc.COM11$1.13K<0.1%+11NewHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF26$1.15K<0.1%+26New–
Vanguard Intl Equity Index F922042676GLB EX US ETF26$1.17K<0.1%00.0%Unchanged–
FSLRFirst Solar, Inc.Stock5$1.18K<0.1%+5NewHistory
ALGNAlign Technology IncCOM7$1.18K<0.1%+7NewHistory
ALHCAlignment Healthcare, Inc.COM50$1.19K<0.1%00.0%UnchangedHistory
LNGCheniere Energy, Inc.COM NEW5$1.20K<0.1%−21−80.8%ReducedHistory

Sold out since Q1 2026 (74)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Crewe Advisors LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
iShares U S ETF Tr46431W838SHOR MAT MUN ETF307,365$15.5M1.3%–
XOMExxonMobil Holdings CorpCOM24,760$4.20M0.4%History
IDAIdacorp IncCOM10,374$1.48M0.1%History
HONHoneywell International IncCOM1,503$339.7K<0.1%History
Flexshares Tr33939L837INTL QLTDV IDX8,707$275.8K<0.1%–
WATTEnergous CorpCOM NEW9,000$141.2K<0.1%History
MPLXMPLX LPCOM UNIT REP LTD2,211$126.2K<0.1%History
ATEXAnterix Inc.COM3,000$114.6K<0.1%History
iShares Russell 2000 Growth ETF464287648ETF329$103.2K<0.1%–
NDLSNOODLES & CoCL A NEW11,000$94.0K<0.1%History
AEHRAehr Test SystemsCOM2,500$92.7K<0.1%History
UAMYUnited States Antimony CorpCOM9,000$78.6K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF353$66.9K<0.1%–
HZOMarinemax IncCOM2,000$54.1K<0.1%History
CDZICadiz IncCOM NEW7,000$34.4K<0.1%History
ROLRollins IncCOM545$29.1K<0.1%History
iShares Flexible Income Active ETF092528603ETF535$27.8K<0.1%–
WIXWix.com Ltd.SHS300$27.0K<0.1%History
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF760$25.7K<0.1%–
iShares Tr464287184CHINA LG-CAP ETF640$23.0K<0.1%–
OPENOpendoor Technologies Inc.COM4,500$21.1K<0.1%History
ASBPAspire-Lakewood Holdings, Inc.COM20,335$20.9K<0.1%History
TRIThomson Reuters CorpCOM NO PAR229$20.6K<0.1%History
State Street SPDR S&P Regional Banking ETF78464A698ETF300$19.5K<0.1%–
BRCCBRC Inc.COM CL A20,000$15.5K<0.1%History
BOXBox IncCL A397$9.39K<0.1%History
SMRTSmartRent, Inc.COM CL A6,000$9.00K<0.1%History
PBHPrestige Consumer Healthcare Inc.COM149$8.83K<0.1%History
CHDNChurchill Downs IncCOM93$8.36K<0.1%History
CHTChunghwa Telecom Co LtdSPON ADR NEW11194$8.20K<0.1%History
CNSCohen & Steers, Inc.COM129$8.07K<0.1%History
ELFe.l.f. Beauty, Inc.COM127$7.70K<0.1%History
BCEBce IncCOM NEW269$6.79K<0.1%History
WTMWhite Mountains Insurance Group LtdCOM3$6.59K<0.1%History
KWRQuaker Chemical CorpCOM53$6.58K<0.1%History
ROPRoper Technologies IncStock18$6.37K<0.1%History
RRXRegal Rexnord CorpCOM32$5.99K<0.1%History
VECOVeeco Instruments IncCOM158$5.35K<0.1%History
Alps ETF Tr00162Q452ALERIAN MLP100$5.26K<0.1%–
BATRAAtlanta Braves Holdings, Inc.COM SER A100$4.71K<0.1%History
WRBYWarby Parker Inc.CL A COM214$4.51K<0.1%History
GOODGladstone Commercial CorpCOM393$4.49K<0.1%History
ACTEnact Holdings, Inc.COM103$4.20K<0.1%History
STTState Street CorpCOM30$3.80K<0.1%History
SEICSEI Investments CoCOM46$3.61K<0.1%History
IONSIonis Pharmaceuticals IncCOM48$3.60K<0.1%History
CAGConagra Brands Inc.Stock227$3.57K<0.1%History
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR183$3.42K<0.1%History
DEIDouglas Emmett IncCOM347$3.27K<0.1%History
TRSTrimas CorpCOM NEW88$3.16K<0.1%History
DGICADonegal Group IncCL A180$3.09K<0.1%History
CECelanese CorpStock43$2.83K<0.1%History
BRBRBellring Brands, Inc.Stock170$2.74K<0.1%History
ProShares Tr74347X831ULTRAPRO QQQ65$2.71K<0.1%–
AEGAegon Ltd.AMER REG 1 CERT337$2.45K<0.1%History
VIVTelefonica Brasil S.A.SPONSORED ADS146$2.32K<0.1%History
RYNRayonier IncCOM112$2.31K<0.1%History
BCHBank of ChileSPONSORED ADS58$2.15K<0.1%History
LNTAlliant Energy CorpStock27$1.94K<0.1%History
BCMLBayCom CorpCOM61$1.81K<0.1%History
MFGMizuho Financial Group IncSPONSORED ADR215$1.71K<0.1%History
SNYSanofiSPONSORED ADR34$1.64K<0.1%History
iShares Inc464286608MSCI EURZONE ETF25$1.57K<0.1%–
TKOTKO Group Holdings, Inc.CL A7$1.41K<0.1%History
NTESNetEase, Inc.SPONSORED ADS12$1.34K<0.1%History
LOGILogitech International S.A.SHS13$1.19K<0.1%History
PINSPinterest, Inc.CL A32$587<0.1%History
Tidal Trust I886364876ADASINA SOCIAL30$585<0.1%–
XPOXPO, Inc.COM3$584<0.1%History
CLHClean Harbors IncCOM2$574<0.1%History
HQYHealthequity, Inc.COM6$502<0.1%History
DOCUDocuSign, Inc.Stock9$427<0.1%History
NTRANatera, Inc.COM1$200<0.1%History
SGMOQSangamo Therapeutics, IncCOM100$25<0.1%History