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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
SJMJ M SMUCKER CoStock11$1.24K<0.1%00.0%UnchangedHistory
Ea Series Trust02072L227RESEARCH AFFILIA39$1.25K<0.1%+1+2.6%Added–
MAAMid America Apartment Communities Inc.COM9$1.25K<0.1%00.0%UnchangedHistory
Occidental Pete Corp WT Exp 080327674599162Stock47$1.25K<0.1%00.0%Unchanged–
OMCOmnicom Group Inc.COM18$1.31K<0.1%+18NewHistory
BUDAnheuser-Busch InBev SA/NVADR16$1.32K<0.1%+16NewHistory
BTCGrayscale Bitcoin Mini Trust ETFETF52$1.35K<0.1%00.0%UnchangedHistory
Subversive Congressional Democrats Trading ETF886364199ETF27$1.37K<0.1%00.0%Unchanged–
SCIService Corp InternationalCOM18$1.37K<0.1%00.0%UnchangedHistory
Exchange Traded Concepts Tru301505731ROBO GLB ARTIF15$1.37K<0.1%00.0%Unchanged–
DECKDeckers Outdoor CorpCOM14$1.39K<0.1%+14NewHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN120$1.42K<0.1%00.0%UnchangedHistory
TTDTrade Desk, Inc.Stock79$1.43K<0.1%−34−30.1%ReducedHistory
Tidal ETF Tr886364181UNUSUAL WHALE SU32$1.44K<0.1%00.0%Unchanged–
BBarrick Mining CorpStock40$1.47K<0.1%−76−65.5%ReducedHistory
iShares Tr464288448INTL SEL DIV ETF36$1.49K<0.1%+1+2.9%Added–
PSKYParamount Skydance CorpCOM CL B154$1.52K<0.1%00.0%UnchangedHistory
iShares Tr464287515EXPANDED TECH17$1.54K<0.1%00.0%Unchanged–
LCIDLucid Group, Inc.Stock231$1.55K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock350$1.55K<0.1%−500−58.8%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock23$1.56K<0.1%+23NewHistory
BKEBuckle IncCOM37$1.56K<0.1%+5+15.6%AddedHistory
GENGen Digital Inc.Stock63$1.57K<0.1%+63NewHistory
ITTItt Inc.COM8$1.58K<0.1%00.0%UnchangedHistory
NNENano Nuclear Energy Inc.COM75$1.59K<0.1%00.0%UnchangedHistory
CDECoeur Mining, Inc.COM NEW100$1.63K<0.1%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM25$1.64K<0.1%00.0%UnchangedHistory
Tidal ETF Tr88634T105II CARBON CLCTV CLM59$1.65K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF8$1.66K<0.1%00.0%Unchanged–
VMRKVivmark ResidentialSH BEN INT25$1.71K<0.1%+9+56.3%AddedHistory
UBSUBS Group AGStock35$1.74K<0.1%+35NewHistory
EXPDExpeditors International of Washington IncCOM11$1.79K<0.1%−25−69.4%ReducedHistory
LENLennar CorpCL A20$1.81K<0.1%+7+53.8%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF19$1.81K<0.1%00.0%Unchanged–
LYVLive Nation Entertainment, Inc.COM10$1.83K<0.1%−2−16.7%ReducedHistory
SBRASabra Health Care REIT, Inc.REIT94$1.83K<0.1%+17+22.1%AddedHistory
CSGPCostar Group, Inc.COM66$1.87K<0.1%+26+65.0%AddedHistory
SWKStanley Black & Decker, Inc.COM20$1.88K<0.1%+20NewHistory
GPCGenuine Parts CoStock16$1.90K<0.1%+3+23.1%AddedHistory
CTSHCognizant Technology Solutions CorpCL A50$1.94K<0.1%−60−54.5%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM25$1.98K<0.1%+25NewHistory
HPQHP IncStock91$2.01K<0.1%+21+30.0%AddedHistory
WPMWheaton Precious Metals Corp.COM18$2.02K<0.1%00.0%UnchangedHistory
ABRArbor Realty Trust IncCOM379$2.05K<0.1%+30+8.6%AddedHistory
IXOrix CorpSPONSORED ADR54$2.06K<0.1%+54NewHistory
NOKNokia CorpSPONSORED ADR155$2.06K<0.1%+155NewHistory
CCBCoastal Financial CorpCOM NEW27$2.09K<0.1%+27NewHistory
AUAngloGold Ashanti PLCCOM SHS26$2.10K<0.1%00.0%UnchangedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C41$2.13K<0.1%+41NewHistory
VGNTVersigent PLCORDINARY SHARES52$2.19K<0.1%+52NewHistory
FEFirstenergy CorpCOM46$2.19K<0.1%+46NewHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF32$2.20K<0.1%00.0%Unchanged–
PIMCO ETF Tr72201R817INV GRD CRP BD23$2.23K<0.1%00.0%Unchanged–
Tidal Tr II88636R834STKD BITCOIN117$2.26K<0.1%00.0%Unchanged–
ESEversource EnergyStock33$2.38K<0.1%+2+6.5%AddedHistory
FTITechnipFMC plcCOM36$2.39K<0.1%+36NewHistory
FICOFair Isaac CorpCOM2$2.39K<0.1%+2NewHistory
Kraneshares Trust500767306CSI CHI INTERNET100$2.45K<0.1%00.0%Unchanged–
DVADavita Inc.COM11$2.45K<0.1%+11NewHistory
CIENCiena CorpCOM NEW5$2.45K<0.1%+5NewHistory
RIORio Tinto PLCADR26$2.47K<0.1%+26NewHistory
iShares Tr46434V803HDG MSCI EAFE53$2.49K<0.1%00.0%Unchanged–
AZIOAzio AI Holdings, Inc.COM1,470$2.50K<0.1%00.0%UnchangedHistory
RBCRBC Bearings INCCOM4$2.58K<0.1%+4NewHistory
WFWoori Financial Group Inc.SPONSORED ADS45$2.58K<0.1%00.0%UnchangedHistory
SAPSAP SEADR17$2.62K<0.1%+17NewHistory
TPRTapestry, Inc.COM18$2.63K<0.1%+18NewHistory
AALAmerican Airlines Group Inc.Stock150$2.71K<0.1%00.0%UnchangedHistory
Global X FDS37954Y483NASDAQ 100 COVER147$2.72K<0.1%+4+2.8%Added–
AIBZBitzero Holdings Inc.COM400$2.74K<0.1%+400NewHistory
DOWDow Inc.Stock104$2.85K<0.1%+104NewHistory
KLARKlarna Group plcStock141$2.85K<0.1%00.0%UnchangedHistory
Columbia ETF Tr II19762B509EMRG MARKETS ETF80$2.90K<0.1%00.0%Unchanged–
LADLithia Motors IncCOM10$2.90K<0.1%+10NewHistory
FNVFranco Nevada CorpStock14$2.92K<0.1%00.0%UnchangedHistory
iShares Tr46434V860TRS FLT RT BD58$2.94K<0.1%+58New–
STLDSteel Dynamics IncCOM13$2.98K<0.1%+13NewHistory
WCNWaste Connections, Inc.COM18$3.00K<0.1%−4−18.2%ReducedHistory
TTETotalEnergies SEACT39$3.03K<0.1%00.0%UnchangedHistory
TPLTexas Pacific Land CorpStock7$3.06K<0.1%+7NewHistory
VTRVentas, Inc.REIT35$3.11K<0.1%+35NewHistory
AESAES CorpStock213$3.12K<0.1%+213NewHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF69$3.14K<0.1%00.0%Unchanged–
TECKTeck Resources LtdCL B53$3.15K<0.1%00.0%UnchangedHistory
IDXXIDEXX Laboratories IncCOM6$3.16K<0.1%+5+500.0%AddedHistory
PRPLPurple Innovation, Inc.COM8,849$3.16K<0.1%00.0%UnchangedHistory
MKCMcCormick & Co IncStock63$3.18K<0.1%+57+950.0%AddedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF125$3.19K<0.1%00.0%Unchanged–
CTSCTS CorpCOM50$3.26K<0.1%00.0%UnchangedHistory
TRMBTrimble Inc.COM64$3.28K<0.1%+64NewHistory
INVHInvitation Homes Inc.COM109$3.29K<0.1%+1+0.9%AddedHistory
KEYKeycorpCOM143$3.30K<0.1%+143NewHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF77$3.32K<0.1%+49+175.0%Added–
FFIVF5, Inc.Stock8$3.33K<0.1%+8NewHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A149$3.33K<0.1%00.0%UnchangedHistory
BBYBest Buy Co IncStock44$3.35K<0.1%+31+238.5%AddedHistory
PCGPG&E CorpStock200$3.37K<0.1%+200NewHistory
TERTeradyne, IncStock7$3.39K<0.1%−23−76.7%ReducedHistory
MELIMercadolibre IncCOM2$3.40K<0.1%−2−50.0%ReducedHistory
Advisor Managed Portfolios00777X561MILLER VALUE PAR101$3.40K<0.1%−153−60.2%Reduced–

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