Skip to content

Crewe Advisors LLC

Follow

13F filer, CIK 1730033, SALT LAKE CITY, UT

Crewe Advisors LLC reported $862,161,458 across 713 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-12. Its ten largest share positions make up 63.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001730033-24-000005

Period
2024-09-30
Reported value
$862M
Holdings
713
Top 10 weight
63.65%
New
84
Sold out
307

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Badded+14,298$6.58M
IVVadded+9,675$5.58M
WCNnew+23,500$4.2M
PULSadded+69,425$3.46M
BNDadded+44,198$3.32M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MSFTexited-49,696-$22.2M
CVXexited-120,282-$18.8M
VSGXreduced-277,638-$17.1M
AAPLexited-77,193-$16.3M
GOOGexited-43,464-$7.97M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 713 share positions

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MSFTMICROSOFT CORP49,696$22.2Mshares
CVXCHEVRON CORPORATION120,282$18.8Mshares
AAPLAPPLE INC77,193$16.3Mshares
GOOGALPHABET INC43,464$7.97Mshares
AMZNAMAZON COM INC30,042$5.81Mshares
GOOGLALPHABET INC28,872$5.26Mshares
VVISA INC19,264$5.06Mshares
NVDANVIDIA CORPORATION34,740$4.29Mshares
METAMETA PLATFORMS INC6,354$3.2Mshares
NFLXNETFLIX INC.4,571$3.08Mshares
VCITVANGUARD SCOTTSDALE FDS34,845$2.79Mshares
TJXTJX COS INC NEW17,364$1.91Mshares
HDHOME DEPOT INC4,956$1.71Mshares
HELOJ P MORGAN EXCHANGE TRADED F28,697$1.68Mshares
JPMJPMORGAN CHASE & CO8,013$1.62Mshares
ADBEADOBE INC2,883$1.6Mshares
AVGOBROADCOM INC863$1.39Mshares
VIGVANGUARD SPECIALIZED FUNDS7,523$1.37Mshares
ARISTA NETWORKS INCARISTA NETWORKS INC3,791$1.33Mshares
LLYELI LILLY & CO1,452$1.31Mshares
MAMASTERCARD INCORPORATED2,913$1.28Mshares
ORCLORACLE CORP6,547$924Kshares
SHWSHERWIN WILLIAMS CO3,058$913Kshares
TMOTHERMO FISHER SCIENTIFIC INC1,597$883Kshares
UNHUNITEDHEALTH GROUP INC1,529$779Kshares
AMATAPPLIED MATLS INC3,214$758Kshares
BABOEING CO3,978$724Kshares
APHAMPHENOL CORP10,458$705Kshares
SHOPSHOPIFY INC10,113$668Kshares
CATCATERPILLAR INC1,712$570Kshares
LOWLOWES COS INC2,319$511Kshares
INTUINTUIT774$509Kshares
BACBANK OF AMER CORP11,308$450Kshares
CSCOCISCO SYS INC9,145$434Kshares
SPGIS&P GLOBAL INC970$433Kshares
BMYBRISTOL-MYERS SQUIBB CO9,494$394Kshares
VZVERIZON COMMUNICATIONS INC8,974$370Kshares
LINLINDE PLC834$366Kshares
WFCWELLS FARGO & CO5,517$328Kshares
ETNEATON CORP PLC985$309Kshares
CITHE CIGNA GROUP905$299Kshares
QCOMQUALCOMM INC1,467$292Kshares
PMPHILIP MORRIS INTL INC2,773$281Kshares
CCITIGROUP INC4,325$274Kshares
ZTSZOETIS INC1,553$269Kshares
MSMORGAN STANLEY2,690$261Kshares
SNNSMITH & NEPHEW PLC10,000$248Kshares
ABTABBOTT LABORATORIES2,364$246Kshares
FISVFISERV INC1,608$240Kshares
ACNACCENTURE PLC IRELAND773$235Kshares
NOWSERVICENOW INC281$221Kshares
EAELECTRONIC ARTS INC1,409$196Kshares
SONYSONY GROUP CORP2,300$195Kshares
GLWCORNING INC4,571$178Kshares
ADSKAUTODESK INC694$172Kshares
AZNASTRAZENECA PLC-SPONS ADR2,170$169Kshares
CARRCARRIER GLOBAL CORPORATION2,495$157Kshares
NVONOVO-NORDISK A S1,009$144Kshares
TRITHOMSON REUTERS CORP850$143Kshares
OTISOTIS WORLDWIDE CORP1,473$142Kshares
SBUXSTARBUCKS CORP1,726$134Kshares
MKLMARKEL GROUP INC79$124Kshares
AIGAMERICAN INTL GROUP INC1,456$108Kshares
WABWABTEC584$92.3Kshares
NDSNNORDSON CORP375$87Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC499$86.7Kshares
ABNBAIRBNB INC541$82Kshares
GOVTISHARES TR3,589$81Kshares
KLACKLA CORP93$76.7Kshares
QSRRESTAURANT BRANDS INTL INC1,071$75.4Kshares
LUVSOUTHWEST AIRLS CO2,567$73.4Kshares
PCGPG&E CORP4,041$70.6Kshares
ODFLOLD DOMINION FREIGHT LINE IN378$66.8Kshares
UNILEVER PLCUNILEVER PLC1,186$65.2Kshares
AMTAMERICAN TOWER CORP332$64.5Kshares
VRSKVERISK ANALYTICS INC239$64.4Kshares
WMBWILLIAMS COS INC1,506$64Kshares
PAYCPAYCOM SOFTWARE INC445$63.7Kshares
MSCIMSCI INC132$63.6Kshares
CVSCVS HEALTH CORP1,019$60.2Kshares
IQVIQVIA HLDGS INC273$57.7Kshares
ICLRICON PUB LTD CO177$55.5Kshares
DPZDOMINOS PIZZA INC107$55.2Kshares
DKSDICKS SPORTING GOODS INC251$53.9Kshares
AESAES CORP3,023$53.1Kshares
FEFIRSTENERGY CORP1,384$53Kshares
ELSEQUITY LIFESTYLE PROPERTIES800$52.1Kshares
FTITECHNIPFMC PLC1,963$51.3Kshares
ASMLASML HLDG NV50$51.1Kshares
BRBROADRIDGE FINL SOLUTIONS IN254$50Kshares
URIUNITED RENTALS INC76$49.2Kshares
AMEAMETEK INC293$48.8Kshares
HUMHUMANA INC129$48.2Kshares
MPCMARATHON PETE CORP276$47.9Kshares
LULULULULEMON ATHLETICA INC159$47.5Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI153$47.3Kshares
CNCCENTENE CORP DEL683$45.3Kshares
ITGARTNER INC97$43.6Kshares
CSXCSX CORP1,299$43.5Kshares
MTDMETTLER TOLEDO INTERNATIONAL31$43.3Kshares
MNSTMONSTER BEVERAGE CORP NEW850$42.5Kshares
FCXFREEPORT MCMORAN INC863$41.9Kshares
BTTBLACKROCK MUN TARGET TERM TR2,000$41.5Kshares
ALGNALIGN TECHNOLOGY INC171$41.3Kshares
ROSTROSS STORES INC275$40Kshares
JETSETF SER SOLUTIONS2,015$39.6Kshares
METMETLIFE INC562$39.4Kshares
RYANRYAN SPECIALTY HOLDINGS INC681$39.4Kshares
PRIMO WATER CORPORATIONPRIMO WATER CORPORATION1,800$39.3Kshares
CTASCINTAS CORP56$39.2Kshares
ELFE L F BEAUTY INC178$37.5Kshares
OLLIOLLIES BARGAIN OUTLET HLDGS368$36.1Kshares
LPLALPL FINL HLDGS INC129$36Kshares
MPWRMONOLITHIC PWR SYS INC43$35.3Kshares
YETIYETI HLDGS INC921$35.1Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR228$35.1Kshares
TE CONNECTIVITY LTDTE CONNECTIVITY LTD231$34.8Kshares
POOLPOOL CORP113$34.7Kshares
AAONAAON INC398$34.7Kshares
STRLSTERLING INFRASTRUCTURE INC293$34.7Kshares
WDAYWORKDAY INC155$34.7Kshares
MORNMORNINGSTAR INC117$34.6Kshares
TDYTELEDYNE TECHNOLOGIES INC88$34.1Kshares
DECKDECKERS OUTDOOR CORP35$33.9Kshares
LIILENNOX INTL INC60$32.1Kshares
FASTFASTENAL CO509$32Kshares
IPGPIPG PHOTONICS CORP378$31.9Kshares
EFXEQUIFAX INC131$31.8Kshares
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC157$31.2Kshares
WSTWEST PHARMACEUTICAL SVSC INC93$30.6Kshares
CPRTCOPART INC564$30.5Kshares
HLIHOULIHAN LOKEY INC226$30.5Kshares
BARRICK GOLD CORPBARRICK GOLD CORP1,822$30.4Kshares
HEI-AHEICO CORP NEW170$30.2Kshares
COOCOOPER COS INC340$29.7Kshares
WSMWILLIAMS SONOMA INC103$29.1Kshares
ALLEALLEGION PLC242$28.6Kshares
KEYKEYCORP2,000$28.4Kshares
LWLAMB WESTON HLDGS INC334$28.1Kshares
FDSFACTSET RESH SYS INC68$27.8Kshares
SAPSAP SE137$27.6Kshares
SPSBSPDR SERIES TRUST921$27.4Kshares
COINCOINBASE GLOBAL INC123$27.3Kshares
BROBROWN & BROWN INC297$26.6Kshares
SFMSPROUTS FMRS MKT INC317$26.5Kshares
PNRPENTAIR PLC338$25.9Kshares
NCNONCINO INC822$25.9Kshares
TDCTERADATA CORP DEL740$25.6Kshares
BURLBURLINGTON STORES INC104$25Kshares
AAGILENT TECHNOLOGIES INC189$24.5Kshares
WATWATERS CORP82$23.8Kshares
SILASILA REALTY TRUST INC1,113$23.6Kshares
TTDTHE TRADE DESK INC241$23.5Kshares
AVAVAEROVIRONMENT INC128$23.3Kshares
VRSNVERISIGN INC128$22.8Kshares
BSYBENTLEY SYS INC457$22.6Kshares
BOOTBOOT BARN HLDGS INC174$22.4Kshares
AZTAAZENTA INC421$22.2Kshares
TXRHTEXAS ROADHOUSE INC128$22Kshares
LECOLINCOLN ELEC HLDGS INC115$21.7Kshares
SFBSSERVISFIRST BANCSHARES INC340$21.5Kshares
CPCANADIAN PACIFIC KANSAS CITY269$21.2Kshares
SPSCSPS COMM INC112$21.1Kshares
LMATLEMAITRE VASCULAR INC253$20.8Kshares
ITGRINTEGER HLDGS CORP177$20.5Kshares
EXPOEXPONENT INC212$20.2Kshares
BMIBADGER METER INC106$19.8Kshares
TFINTRIUMPH FINANCIAL INC241$19.7Kshares
VVVVALVOLINE INC448$19.4Kshares
APPAPPLOVIN CORP231$19.2Kshares
FIXCOMFORT SYS USA INC63$19.2Kshares
CSWCSW INDUSTRIALS INC71$18.8Kshares
FMCFMC CORP321$18.5Kshares
ICFIICF INTL INC123$18.3Kshares
ONTOONTO INNOVATION INC82$18Kshares
CVLTCOMMVAULT SYS INC147$17.9Kshares
FOXFFOX FACTORY HLDG CORP368$17.7Kshares
CRHCRH PLC236$17.7Kshares
LADLITHIA MTRS INC70$17.7Kshares
LGNDLIGAND PHARMACEUTICALS INC207$17.4Kshares
RELXRELX PLC377$17.3Kshares
BCPCBALCHEM CORP110$16.9Kshares
MARAMARA HOLDINGS INC850$16.9Kshares
RACEFERRARI N V41$16.7Kshares
MOG-AMOOG INC99$16.6Kshares
NVMINOVA LTD70$16.4Kshares
HLNHALEON PLC1,953$16.1Kshares
MMSIMERIT MED SYS INC187$16.1Kshares
WRBBERKLEY W R CORP203$16Kshares
PBHPRESTIGE CONSMR HEALTHCARE I231$15.9Kshares
QLYSQUALYS INC110$15.7Kshares
UFPTUFP TECHNOLOGIES INC57$15Kshares
ALCALCON AG165$14.7Kshares
SKYCHAMPION HOMES INC211$14.3Kshares
MARMARRIOTT INTL INC NEW58$14Kshares
CNSCOHEN & STEERS INC192$13.9Kshares
GSHDGOOSEHEAD INS INC241$13.8Kshares
PJTPJT PARTNERS INC128$13.8Kshares
CXTCRANE NXT CO221$13.6Kshares
NPOENPRO INC93$13.5Kshares
GPKGRAPHIC PACKAGING HLDG CO509$13.3Kshares
LOGILOGITECH INTL S A136$13.2Kshares
SMSM ENERGY COMPANY302$13.1Kshares
KNFKNIFE RIVER CORP186$13Kshares
ABCBAMERIS BANCORP257$12.9Kshares
DIVOAMPLIFY ETF TR315$12.2Kshares
ICVTISHARES TR154$12.1Kshares
FCNFTI CONSULTING INC55$11.9Kshares
VCELVERICEL CORP256$11.7Kshares
PIZINVESCO EXCH TRADED FD TR II325$11.6Kshares
USPHU S PHYSICAL THERAPY125$11.6Kshares
CALXCALIX INC325$11.5Kshares
POWIPOWER INTEGRATIONS INC162$11.4Kshares
DAVAENDAVA PLC388$11.3Kshares
DBJPDBX ETF TR150$11.3Kshares
IFVFIRST TR EXCHANGE TRADED FD567$11.2Kshares
HUBBHUBBELL INC30$11Kshares
QTECFIRST TR EXCHANGE-TRADED FD55$10.9Kshares
SPMBSPDR SERIES TRUST499$10.8Kshares
CLBCORE LABORATORIES INC526$10.7Kshares
DFHDREAM FINDERS HOMES INC409$10.6Kshares
ARGXARGENX SE24$10.3Kshares
FDNFIRST TR EXCHANGE-TRADED FD50$10.2Kshares
PGNYPROGYNY INC356$10.2Kshares
FXDFIRST TR EXCHANGE-TRADED FD168$10.1Kshares
RTORENTOKIL INITIAL PLC338$10Kshares
HDBHDFC BANK LTD155$9.97Kshares
CRLCHARLES RIV LABS INTL INC48$9.92Kshares
CYBIN INCCYBIN INC36,363$9.86Kshares
IGHGPROSHARES TR129$9.84Kshares
NOVTNOVANTA INC59$9.62Kshares
FXRFIRST TR EXCHANGE-TRADED FD141$9.6Kshares
BAMBROOKFIELD ASSET MANAGMT LTD251$9.55Kshares
CALFPACER FDS TR213$9.28Kshares
RVLVREVOLVE GROUP INC580$9.23Kshares
HYLSFIRST TR EXCHANGE-TRADED FD219$8.9Kshares
BLBLACKLINE INC182$8.82Kshares
ROKROCKWELL AUTOMATION INC30$8.26Kshares
CHUY'S HOLDINGS INCCHUY'S HOLDINGS INC300$7.78Kshares
MGPIMGP INGREDIENTS INC NEW98$7.29Kshares
NSPINSPERITY INC79$7.21Kshares
TRMBTRIMBLE INC127$7.1Kshares
CRCRANE COMPANY48$6.96Kshares
SHYGISHARES TR164$6.92Kshares
FPEFIRST TR EXCH TRADED FD III369$6.41Kshares
MAXMEDIAALPHA INC479$6.31Kshares
EMEEMCOR GROUP INC17$6.21Kshares
NVTNVENT ELEC PLC78$5.98Kshares
ENTGENTEGRIS INC44$5.96Kshares
CASYCASEYS GEN STORES INC15$5.72Kshares
OMFONEMAIN HLDGS INC118$5.72Kshares
PEVERPURE INC89$5.71Kshares
NRCNRC HEALTH240$5.51Kshares
SESEA LTD76$5.43Kshares
SAIASAIA INC11$5.22Kshares
OFLXOMEGA FLEX INC96$4.92Kshares
WFRDWEATHERFORD INTL PLC40$4.9Kshares
DSGXDESCARTES SYS GROUP INC50$4.84Kshares
LYGLLOYDS BANKING GROUP PLC1,765$4.82Kshares
DVNDEVON ENERGY CORP NEW100$4.74Kshares
OLO INCOLO INC1,065$4.71Kshares
FNFABRINET19$4.65Kshares
DBPINVESCO DB MULTI-SECTOR COMM80$4.58Kshares
RHRH18$4.4Kshares
BBVABANCO BILBAO VIZCAYA ARGENTA436$4.37Kshares
DBAINVESCO DB MULTI-SECTOR COMM183$4.36Kshares
PENPENUMBRA INC24$4.32Kshares
PSMTPRICESMART INC51$4.14Kshares
MGKVANGUARD WORLD FD13$4.08Kshares
HLLYHOLLEY INC1,114$3.99Kshares
DRIDARDEN RESTAURANTS INC26$3.94Kshares
WTSWATTS WATER TECHNOLOGIES INC21$3.85Kshares
EPAMEPAM SYS INC20$3.76Kshares
RRXREGAL REXNORD CORPORATION25$3.38Kshares
SDHCSMITH DOUGLAS HOMES CORP136$3.18Kshares
PIIPOLARIS INC40$3.13Kshares
DTDYNATRACE INC69$3.09Kshares
KEYSKEYSIGHT TECHNOLOGIES INC22$3.01Kshares
DVDOUBLEVERIFY HLDGS INC140$2.73Kshares
IBNICICI BK LTD93$2.68Kshares
WSCWILLSCOT HLDGS CORP70$2.63Kshares
AOAISHARES TR30$2.24Kshares
NVECNVE CORP29$2.17Kshares
CALIFORNIA BANCORP INCCALIFORNIA BANCORP INC100$2.15Kshares
LAMRLAMAR ADVERTISING CO14$1.67Kshares
EMLPFIRST TR EXCHANGE-TRADED FD50$1.52Kshares
TMCTMC THE METALS COMPANY INC1,095$1.48Kshares
QURATE RETAIL INCQURATE RETAIL INC2,324$1.47Kshares
GLOBGLOBANT S A7$1.25Kshares
RFGINVESCO EXCHANGE TRADED FD T25$1.22Kshares
VALEVALE S A105$1.17Kshares
HYLBDBX ETF TR30$1.06Kshares
RIORIO TINTO PLC16$1.05Kshares
LCTXLINEAGE CELL THERAPEUTICS IN1,016$1.01Kshares
NNNNNN REIT INC18$767shares
PDBCINVESCO ACTVELY MNGD ETC FD46$647shares
JDJD.COM INC24$621shares
VWOBVANGUARD WHITEHALL FDS9$567shares
TLKTELEKOMUNIKASI IND30$561shares
CSANYCOSAN S A57$556shares
FTSMFIRST TR EXCHANGE-TRADED FD9$537shares
CANOO INCCANOO INC230$490shares
BAPCREDICORP LTD3$484shares
TCOMTRIP COM GROUP LTD7$329shares
ALKALASKA AIR GROUP INC6$243shares
ZIMVIE INCZIMVIE INC8$146shares
SEELOS THERAPEUTICS INCSEELOS THERAPEUTICS INC115$69shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001730033-24-000005 base2024-11-12acceptance time not in the bulk data set