Crewe Advisors LLC
Follow13F filer, CIK 1730033, SALT LAKE CITY, UT
Crewe Advisors LLC reported $725,231,139 across 646 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-27. Its ten largest share positions make up 58.89% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001730033-25-000001
- Period
- 2024-12-31
- Reported value
- $725M
- Holdings
- 646
- Top 10 weight
- 58.89%
- New
- 110
- Sold out
- 177
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAnew | +197,453 | $26.5M |
| IEFAadded | +287,677 | $20.2M |
| PULSadded | +320,060 | $15.9M |
| PACSadded | +1,110,410 | $14.6M |
| IVVadded | +16,080 | $9.47M |
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
| Security | Shares change | Approx. value |
|---|---|---|
| ENSGreduced | -1,090,266 | -$145M |
| BNDexited | -467,463 | -$35.1M |
| PNTGreduced | -726,208 | -$19.3M |
| TSLAreduced | -6,039 | -$2.44M |
| CGUSexited | -62,176 | -$2.13M |
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 646 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| BNDVANGUARD BD INDEX FDS | 467,463 | $35.1M | shares |
| CGUSCAPITAL GROUP CORE EQUITY ET | 62,176 | $2.13M | shares |
| DINOHF SINCLAIR CORP | 7,869 | $351K | shares |
| TLHISHARES TR | 2,908 | $318K | shares |
| BLACKROCK INCBLACKROCK INC | 200 | $190K | shares |
| TMUST-MOBILE US INC | 721 | $149K | shares |
| SPESPECIAL OPPORTUNITIES FD INC | 6,970 | $97K | shares |
| RSGREPUBLIC SVCS INC | 470 | $94.4K | shares |
| IGSBISHARES TR | 1,500 | $79K | shares |
| ISHARES TRISHARES TR | 3,070 | $73.7K | shares |
| LAM RESEARCH CORPLAM RESEARCH CORP | 84 | $68.6K | shares |
| NETCLOUDFLARE INC | 756 | $61.2K | shares |
| TDGTRANSDIGM GROUP INC | 38 | $54.2K | shares |
| SRESEMPRA | 559 | $46.8K | shares |
| SPGSIMON PPTY GROUP INC NEW | 263 | $44.5K | shares |
| PHPARKER-HANNIFIN CORP | 68 | $43K | shares |
| NTAPNETAPP INC | 336 | $41.5K | shares |
| SNPSSYNOPSYS INC | 78 | $39.5K | shares |
| NDAQNASDAQ INC | 505 | $36.9K | shares |
| MSIMOTOROLA SOLUTIONS INC | 82 | $36.9K | shares |
| EBAYEBAY INC. | 546 | $35.6K | shares |
| HALHALLIBURTON CO | 1,127 | $32.7K | shares |
| ULTAULTA BEAUTY INC | 84 | $32.7K | shares |
| CCOCLEAR CHANNEL OUTDOOR HLDGS | 20,000 | $32K | shares |
| SPXCSPX TECHNOLOGIES INC | 200 | $31.9K | shares |
| APTIV IRISH HOLDINGS LTDAPTIV IRISH HOLDINGS LTD | 442 | $31.8K | shares |
| REGNREGENERON PHARMACEUTICALS | 29 | $30.5K | shares |
| KMBKIMBERLY-CLARK CORP | 208 | $29.6K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 183 | $29.4K | shares |
| CHDCHURCH & DWIGHT CO INC | 276 | $28.9K | shares |
| ADMARCHER DANIELS MIDLAND CO | 479 | $28.6K | shares |
| EXPEEXPEDIA GROUP INC | 191 | $28.3K | shares |
| EXCEXELON CORP | 681 | $27.6K | shares |
| EXPDEXPEDITORS INTL WASH INC | 207 | $27.2K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 98 | $27.1K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 90 | $26.5K | shares |
| EIXEDISON INTL | 289 | $25.2K | shares |
| KDPKEURIG DR PEPPER INC | 623 | $23.4K | shares |
| AEEAMEREN CORP | 261 | $22.8K | shares |
| CSGPCOSTAR GROUP INC | 294 | $22.2K | shares |
| RGAREINSURANCE GROUP AMER INC | 100 | $21.8K | shares |
| ZZILLOW GROUP INC | 328 | $20.9K | shares |
| BBJPJ P MORGAN EXCHANGE TRADED F | 340 | $20.2K | shares |
| CHTRCHARTER COMMUNICATIONS INC | 62 | $20.1K | shares |
| KKRKKR & CO INC | 153 | $20K | shares |
| ILMNILLUMINA INC | 153 | $20K | shares |
| TSCOTRACTOR SUPPLY CO | 68 | $19.8K | shares |
| IDXXIDEXX LABS INC | 38 | $19.2K | shares |
| EWEDWARDS LIFESCIENCES CORP | 290 | $19.1K | shares |
| DOCHEALTHPEAK PROPERTIES INC | 750 | $17.2K | shares |
| RMDRESMED INC | 62 | $15.1K | shares |
| CAGCONAGRA BRANDS INC | 450 | $14.6K | shares |
| ARKKARK ETF TR | 300 | $14.3K | shares |
| CPBTHE CAMPBELLS COMPANY | 291 | $14.2K | shares |
| DLRDIGITAL RLTY TR INC | 85 | $13.8K | shares |
| DXCMDEXCOM INC | 203 | $13.6K | shares |
| AONAON PLC | 39 | $13.5K | shares |
| MLMMARTIN MARIETTA MATLS INC | 25 | $13.5K | shares |
| KMIKINDER MORGAN INC DEL | 601 | $13.3K | shares |
| MTBM & T BK CORP | 73 | $13K | shares |
| BXPBXP INC | 148 | $11.9K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 200 | $11.5K | shares |
| UDRUDR INC | 253 | $11.5K | shares |
| VXUSVANGUARD STAR FDS | 177 | $11.5K | shares |
| PAYXPAYCHEX INC | 85 | $11.4K | shares |
| MNDYMONDAY COM LTD | 41 | $11.4K | shares |
| HWMHOWMET AEROSPACE INC | 113 | $11.3K | shares |
| VICIVICI PPTYS INC | 333 | $11.1K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 105 | $11K | shares |
| KVUEKENVUE INC | 476 | $11K | shares |
| DVADAVITA INC | 66 | $10.8K | shares |
| AREALEXANDRIA REAL ESTATE EQ IN | 87 | $10.3K | shares |
| BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS … | 237 | $10.3K | shares |
| SCHPSCHWAB STRATEGIC TR | 191 | $10.2K | shares |
| LHLABCORP HOLDINGS INC | 44 | $9.83K | shares |
| NVRNVR INC | 1 | $9.81K | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 125 | $9.65K | shares |
| DXCDXC TECHNOLOGY CO | 450 | $9.34K | shares |
| HPQHP INC | 254 | $9.11K | shares |
| ROLROLLINS INC | 179 | $9.05K | shares |
| HESS CORPHESS CORP | 66 | $8.96K | shares |
| WELLWELLTOWER INC | 68 | $8.71K | shares |
| PWRQUANTA SVCS INC | 29 | $8.65K | shares |
| LDOSLEIDOS HOLDINGS INC | 52 | $8.48K | shares |
| TYLTYLER TECHNOLOGIES INC | 14 | $8.17K | shares |
| RLRALPH LAUREN CORP | 42 | $8.14K | shares |
| SPYMSPDR SERIES TRUST | 116 | $7.83K | shares |
| HRLHORMEL FOODS CORP | 246 | $7.8K | shares |
| XELXCEL ENERGY INC | 109 | $7.12K | shares |
| AIZASSURANT INC | 35 | $6.96K | shares |
| AOSSMITH A O CORP | 73 | $6.56K | shares |
| CORCENCORA INC | 29 | $6.53K | shares |
| EFVISHARES TR | 113 | $6.5K | shares |
| STESTERIS PLC | 26 | $6.31K | shares |
| EEMVISHARES INC | 100 | $6.27K | shares |
| TERTERADYNE INC | 46 | $6.16K | shares |
| CAHCARDINAL HEALTH INC | 55 | $6.08K | shares |
| IVOGVANGUARD ADMIRAL FDS INC | 53 | $6.08K | shares |
| SWKSTANLEY BLACK & DECKER INC | 55 | $6.06K | shares |
| CFCF INDUSTRIES HOLD | 70 | $6.01K | shares |
| LLOEWS CORP | 74 | $5.85K | shares |
| ANSYS INCANSYS INC | 18 | $5.74K | shares |
| RIVNRIVIAN AUTOMOTIVE INC | 511 | $5.73K | shares |
| CTRACOTERRA ENERGY INC | 239 | $5.72K | shares |
| TFXTELEFLEX INCORPORATED | 23 | $5.69K | shares |
| ESSESSEX PPTY TR INC | 19 | $5.61K | shares |
| DYNFBLACKROCK ETF TRUST | 112 | $5.54K | shares |
| KMXCARMAX INC | 71 | $5.49K | shares |
| EGEVEREST GROUP LTD | 14 | $5.49K | shares |
| APLYTIDAL TRUST II | 300 | $5.46K | shares |
| JUNIPER NETWORKS INCJUNIPER NETWORKS INC | 140 | $5.46K | shares |
| TLTWISHARES TR | 200 | $5.4K | shares |
| MKTXMARKETAXESS HLDGS INC | 21 | $5.38K | shares |
| SEESEALED AIR CORP NEW | 147 | $5.34K | shares |
| LSCCLATTICE SEMICONDUCTOR CORP | 100 | $5.31K | shares |
| PFGPRINCIPAL FINANCIAL GROUP IN | 61 | $5.24K | shares |
| MOHMOLINA HEALTHCARE INC | 15 | $5.17K | shares |
| STTSTATE STR CORP | 56 | $4.96K | shares |
| EFGISHARES TR | 46 | $4.95K | shares |
| GNRSPDR INDEX SHS FDS | 85 | $4.9K | shares |
| FRTFEDERAL RLTY INVT TR NEW | 42 | $4.83K | shares |
| NVDYTIDAL TRUST II | 200 | $4.79K | shares |
| HSICSCHEIN HENRY INC | 54 | $3.94K | shares |
| BIIBBIOGEN INC | 20 | $3.88K | shares |
| NEUNEWMARKET CORP | 7 | $3.86K | shares |
| IYWISHARES TR | 23 | $3.49K | shares |
| ALBALBEMARLE CORP | 35 | $3.31K | shares |
| PTLOPORTILLOS INC | 240 | $3.23K | shares |
| RBLXROBLOX CORP | 73 | $3.23K | shares |
| TIDAL TRUST IITIDAL TRUST II | 300 | $3.18K | shares |
| EEFTEURONET WORLDWIDE INC | 25 | $2.48K | shares |
| ESGUISHARES TR | 19 | $2.4K | shares |
| TIDAL TR IITIDAL TR II | 150 | $2.14K | shares |
| SPMDSPDR SERIES TRUST | 36 | $1.97K | shares |
| EMXCISHARES INC | 32 | $1.96K | shares |
| DIVGLOBAL X FDS | 100 | $1.87K | shares |
| MDIVFIRST TR EXCHANGE TRADED FD | 100 | $1.66K | shares |
| LFMDLIFEMD INC | 300 | $1.57K | shares |
| RJFRAYMOND JAMES FINL INC | 11 | $1.35K | shares |
| IFRAISHARES TR | 23 | $1.08K | shares |
| VODVODAFONE GROUP PLC | 99 | $992 | shares |
| SUPER MICRO COMPUTER INCSUPER MICRO COMPUTER INC | 2 | $833 | shares |
| NWSNEWS CORP NEW | 29 | $811 | shares |
| IUSBISHARES TR | 17 | $802 | shares |
| CEGCONSTELLATION ENERGY CORP | 3 | $781 | shares |
| BDXBECTON DICKINSON & CO | 3 | $724 | shares |
| HEFAISHARES TR | 20 | $709 | shares |
| IXCISHARES TR | 16 | $648 | shares |
| ARMARM HOLDINGS PLC | 4 | $573 | shares |
| STZCONSTELLATION BRANDS INC | 2 | $516 | shares |
| BKRBAKER HUGHES COMPANY | 14 | $507 | shares |
| BNYBANK OF NY MELLON CORP | 7 | $504 | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 2 | $461 | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 5 | $447 | shares |
| TRGPTARGA RES CORP | 3 | $445 | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 20 | $438 | shares |
| EPDENTERPRISE PRODS PARTNERS L | 15 | $437 | shares |
| DOVDOVER CORP | 2 | $384 | shares |
| RCLROYAL CARIBBEAN GROUP | 2 | $355 | shares |
| TDOCTELADOC HEALTH INC | 38 | $349 | shares |
| FANGDIAMONDBACK ENERGY INC | 2 | $345 | shares |
| ATOATMOS ENERGY CORP | 2 | $278 | shares |
| XYLXYLEM INC | 2 | $271 | shares |
| VTRVENTAS INC | 4 | $257 | shares |
| STLDSTEEL DYNAMICS INC | 2 | $253 | shares |
| HPEHEWLETT PACKARD ENTERPRISE C | 12 | $246 | shares |
| HIGHARTFORD INSURANCE GROUP INC | 2 | $236 | shares |
| VFHVANGUARD WORLD FD | 2 | $220 | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 2 | $219 | shares |
| OMCOMNICOM GROUP INC | 2 | $207 | shares |
| HBANHUNTINGTON BANCSHARES INC | 14 | $206 | shares |
| WDCWESTERN DIGITAL CORP | 3 | $205 | shares |
| SPIRIT AIRLS INCSPIRIT AIRLS INC | 85 | $204 | shares |
| MATMATTEL INC | 10 | $191 | shares |
| INVHINVITATION HOMES INC | 4 | $142 | shares |
| GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E… | 20 | $49 | shares |
| Seelos Therapeutics Inc (US)Seelos Therapeutics Inc (US) | 7 | $27 | shares |
How Q4 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001730033-25-000001 | base | 2025-01-27 | acceptance time not in the bulk data set |