Crewe Advisors LLC - Q4 2017 holdings

Add to watchlist

$102 Million is the total value of Crewe Advisors LLC's 279 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .

All

			Value		Shares		↓ Weighting
CVX	New	CHEVRON CORP NEW	$14,903,000	–	119,041	+100.0%	14.59%	–
SPY	New	SPDR S&P 500 ETF TRtr unit	$13,839,000	–	51,860	+100.0%	13.55%	–
IVV	New	ISHARES TRcore s&p500 etf	$13,315,000	–	49,527	+100.0%	13.04%	–
DBEF	New	DBX ETF TRxtrack msci eafe	$9,432,000	–	296,778	+100.0%	9.24%	–
MDY	New	SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp	$6,861,000	–	19,862	+100.0%	6.72%	–
IWM	New	ISHARES TRrussell 2000 etf	$2,931,000	–	19,225	+100.0%	2.87%	–
PGX	New	POWERSHARES ETF TR IIpfd portfolio	$2,802,000	–	188,532	+100.0%	2.74%	–
AAPL	New	APPLE INC	$2,512,000	–	14,842	+100.0%	2.46%	–
SEMG	New	SEMGROUP CORPcl a	$2,425,000	–	80,282	+100.0%	2.38%	–
V	New	VISA INC	$1,978,000	–	17,352	+100.0%	1.94%	–
MSFT	New	MICROSOFT CORP	$1,841,000	–	21,519	+100.0%	1.80%	–
TYG	New	TORTOISE ENERGY INFRA CORP	$1,670,000	–	57,426	+100.0%	1.64%	–
VWO	New	VANGUARD INTL EQUITY INDEX Fftse emr mkt etf	$1,306,000	–	28,441	+100.0%	1.28%	–
XOM	New	EXXON MOBIL CORP	$1,123,000	–	13,421	+100.0%	1.10%	–
QQQ	New	POWERSHARES QQQ TRUSTunit ser 1	$1,036,000	–	6,654	+100.0%	1.01%	–
ESS	New	ESSEX PPTY TR INC	$969,000	–	4,013	+100.0%	0.95%	–
VCSH	New	VANGUARD SCOTTSDALE FDSshrt trm corp bd	$839,000	–	10,579	+100.0%	0.82%	–
IVE	New	ISHARES TRs&p 500 val etf	$804,000	–	7,036	+100.0%	0.79%	–
SIR	New	SELECT INCOME REIT	$622,000	–	24,734	+100.0%	0.61%	–
DVY	New	ISHARES TRselect divid etf	$564,000	–	5,726	+100.0%	0.55%	–
TSLA	New	TESLA INC	$564,000	–	1,811	+100.0%	0.55%	–
IGSB	New	ISHARES TR1 3 yr cr bd etf	$557,000	–	5,329	+100.0%	0.54%	–
IJH	New	ISHARES TRcore s&p mcp etf	$537,000	–	2,831	+100.0%	0.53%	–
GE	New	GENERAL ELECTRIC CO	$507,000	–	29,039	+100.0%	0.50%	–
APA	New	APACHE CORP	$504,000	–	11,941	+100.0%	0.49%	–
IHF	New	ISHARES TRus hlthcr pr etf	$488,000	–	3,110	+100.0%	0.48%	–
MUB	New	ISHARES TRnational mun etf	$480,000	–	4,331	+100.0%	0.47%	–
GPT	New	GRAMERCY PPTY TR	$473,000	–	17,732	+100.0%	0.46%	–
UTX	New	UNITED TECHNOLOGIES CORP	$465,000	–	3,647	+100.0%	0.46%	–
SHM	New	SPDR SER TRnuveen blmbrg sr	$444,000	–	9,265	+100.0%	0.44%	–
JPM	New	JPMORGAN CHASE & CO	$431,000	–	4,029	+100.0%	0.42%	–
KYN	New	KAYNE ANDERSON MLP INVT CO	$387,000	–	20,305	+100.0%	0.38%	–
GLD	New	SPDR GOLD TRUST	$382,000	–	3,092	+100.0%	0.37%	–
BP	New	BP PLCsponsored adr	$359,000	–	8,544	+100.0%	0.35%	–
VNQ	New	VANGUARD INDEX FDSreit etf	$350,000	–	4,213	+100.0%	0.34%	–
DUK	New	DUKE ENERGY CORP NEW	$331,000	–	3,930	+100.0%	0.32%	–
SDY	New	SPDR SERIES TRUSTs&p divid etf	$321,000	–	3,394	+100.0%	0.31%	–
PUB	New	PEOPLES UTAH BANCORP	$303,000	–	10,000	+100.0%	0.30%	–
IYW	New	ISHARES TRu.s. tech etf	$295,000	–	1,811	+100.0%	0.29%	–
WFTIQ	New	WEATHERFORD INTL PLC	$285,000	–	68,423	+100.0%	0.28%	–
BA	New	BOEING CO	$252,000	–	854	+100.0%	0.25%	–
GOOGL	New	ALPHABET INCcap stk cl a	$231,000	–	219	+100.0%	0.23%	–
INTC	New	INTEL CORP	$228,000	–	4,943	+100.0%	0.22%	–
T	New	AT&T INC	$223,000	–	5,736	+100.0%	0.22%	–
MMM	New	3M CO	$223,000	–	946	+100.0%	0.22%	–
NEE	New	NEXTERA ENERGY INC	$220,000	–	1,410	+100.0%	0.22%	–
AMZN	New	AMAZON COM INC	$219,000	–	187	+100.0%	0.21%	–
FFIN	New	FIRST FINL BANKSHARES	$218,000	–	4,845	+100.0%	0.21%	–
FB	New	FACEBOOK INCcl a	$214,000	–	1,212	+100.0%	0.21%	–
IWR	New	ISHARES TRrus mid cap etf	$207,000	–	994	+100.0%	0.20%	–
NWE	New	NORTHWESTERN CORP	$206,000	–	3,444	+100.0%	0.20%	–
WEC	New	WEC ENERGY GROUP INC	$193,000	–	2,900	+100.0%	0.19%	–
PCLN	New	PRICELINE GRP INC	$176,000	–	101	+100.0%	0.17%	–
BMY	New	BRISTOL MYERS SQUIBB CO	$162,000	–	2,648	+100.0%	0.16%	–
WFC	New	WELLS FARGO CO NEW	$162,000	–	2,670	+100.0%	0.16%	–
NOC	New	NORTHROP GRUMMAN CORP	$159,000	–	519	+100.0%	0.16%	–
BABA	New	ALIBABA GROUP HLDG LTDsponsored ads	$150,000	–	870	+100.0%	0.15%	–
NFLX	New	NETFLIX INC	$149,000	–	776	+100.0%	0.15%	–
NVDA	New	NVIDIA CORP	$148,000	–	763	+100.0%	0.14%	–
VYM	New	VANGUARD WHITEHALL FDS INChigh div yld	$143,000	–	1,675	+100.0%	0.14%	–
PPG	New	PPG INDS INC	$136,000	–	1,160	+100.0%	0.13%	–
PNC	New	PNC FINL SVCS GROUP INC	$134,000	–	932	+100.0%	0.13%	–
PPL	New	PPL CORP	$133,000	–	4,304	+100.0%	0.13%	–
AMP	New	AMERIPRISE FINL INC	$133,000	–	783	+100.0%	0.13%	–
VO	New	VANGUARD INDEX FDSmid cap etf	$133,000	–	860	+100.0%	0.13%	–
PFF	New	ISHARES TRs&p us pfd stk	$133,000	–	3,499	+100.0%	0.13%	–
XLV	New	SELECT SECTOR SPDR TRsbi healthcare	$131,000	–	1,588	+100.0%	0.13%	–
XHR	New	XENIA HOTELS & RESORTS INC	$126,000	–	5,837	+100.0%	0.12%	–
AGG	New	ISHARES TRcore us aggbd et	$121,000	–	1,111	+100.0%	0.12%	–
PRF	New	POWERSHARES ETF TRUSTftse rafi 1000	$119,000	–	1,052	+100.0%	0.12%	–
VTI	New	VANGUARD INDEX FDStotal stk mkt	$116,000	–	845	+100.0%	0.11%	–
IDV	New	ISHARES TRintl sel div etf	$114,000	–	3,384	+100.0%	0.11%	–
XLK	New	SELECT SECTOR SPDR TRtechnology	$111,000	–	1,738	+100.0%	0.11%	–
XLB	New	SELECT SECTOR SPDR TRsbi materials	$104,000	–	1,711	+100.0%	0.10%	–
CMCSA	New	COMCAST CORP NEWcl a	$102,000	–	2,536	+100.0%	0.10%	–
ZION	New	ZIONS BANCORPORATION	$102,000	–	2,000	+100.0%	0.10%	–
KR	New	KROGER CO	$99,000	–	3,590	+100.0%	0.10%	–
XLF	New	SELECT SECTOR SPDR TRsbi int-finl	$95,000	–	3,393	+100.0%	0.09%	–
ORCL	New	ORACLE CORP	$94,000	–	1,991	+100.0%	0.09%	–
HYG	New	ISHARES TRiboxx hi yd etf	$94,000	–	1,080	+100.0%	0.09%	–
EPR	New	EPR PPTYS	$92,000	–	1,406	+100.0%	0.09%	–
XLE	New	SELECT SECTOR SPDR TRenergy	$91,000	–	1,256	+100.0%	0.09%	–
GS	New	GOLDMAN SACHS GROUP INC	$89,000	–	351	+100.0%	0.09%	–
UNP	New	UNION PAC CORP	$89,000	–	665	+100.0%	0.09%	–
VZ	New	VERIZON COMMUNICATIONS INC	$88,000	–	1,658	+100.0%	0.09%	–
XLP	New	SELECT SECTOR SPDR TRsbi cons stpls	$85,000	–	1,491	+100.0%	0.08%	–
NLY	New	ANNALY CAP MGMT INC	$85,000	–	7,138	+100.0%	0.08%	–
SPHD	New	POWERSHARES ETF TR II	$85,000	–	2,000	+100.0%	0.08%	–
XLY	New	SELECT SECTOR SPDR TRsbi cons discr	$85,000	–	857	+100.0%	0.08%	–
TXN	New	TEXAS INSTRS INC	$84,000	–	800	+100.0%	0.08%	–
DWX	New	SPDR INDEX SHS FDSs&p intl etf	$83,000	–	2,026	+100.0%	0.08%	–
XLI	New	SELECT SECTOR SPDR TRsbi int-inds	$83,000	–	1,095	+100.0%	0.08%	–
PXF	New	POWERSHARES ETF TR IIdev mkts ex-us	$79,000	–	1,739	+100.0%	0.08%	–
TRV	New	TRAVELERS COMPANIES INC	$79,000	–	582	+100.0%	0.08%	–
USMV	New	ISHARES TRmin vol usa etf	$79,000	–	1,500	+100.0%	0.08%	–
TIER	New	TIER REIT INC	$79,000	–	3,863	+100.0%	0.08%	–
XLU	New	SELECT SECTOR SPDR TRsbi int-utils	$75,000	–	1,418	+100.0%	0.07%	–
MCD	New	MCDONALDS CORP	$71,000	–	415	+100.0%	0.07%	–
ITW	New	ILLINOIS TOOL WKS INC	$71,000	–	427	+100.0%	0.07%	–
JNJ	New	JOHNSON & JOHNSON	$70,000	–	500	+100.0%	0.07%	–
CSCO	New	CISCO SYS INC	$67,000	–	1,748	+100.0%	0.07%	–
SHW	New	SHERWIN WILLIAMS CO	$66,000	–	161	+100.0%	0.06%	–
EEMV	New	ISHARES INCmin vol emrg mkt	$64,000	–	1,052	+100.0%	0.06%	–
GWX	New	SPDR INDEX SHS FDSs&p intl smlcp	$62,000	–	1,751	+100.0%	0.06%	–
MBB	New	ISHARES TRmbs etf	$61,000	–	575	+100.0%	0.06%	–
GILD	New	GILEAD SCIENCES INC	$59,000	–	817	+100.0%	0.06%	–
DTE	New	DTE ENERGY CO	$56,000	–	509	+100.0%	0.06%	–
CELG	New	CELGENE CORP	$54,000	–	516	+100.0%	0.05%	–
EMB	New	ISHARES TRjpmorgan usd emg	$53,000	–	455	+100.0%	0.05%	–
IWD	New	ISHARES TRrus 1000 val etf	$53,000	–	425	+100.0%	0.05%	–
MA	New	MASTERCARD INCORPORATEDcl a	$53,000	–	347	+100.0%	0.05%	–
AMGN	New	AMGEN INC	$53,000	–	305	+100.0%	0.05%	–
SIEB	New	SIEBERT FINL CORP	$53,000	–	3,900	+100.0%	0.05%	–
VEA	New	VANGUARD TAX MANAGED INTL FDftse dev mkt etf	$52,000	–	1,151	+100.0%	0.05%	–
USIG	New	ISHARES TRus cr bd etf	$51,000	–	459	+100.0%	0.05%	–
STM	New	STMICROELECTRONICS N Vny registry	$51,000	–	2,357	+100.0%	0.05%	–
EEM	New	ISHARES TRmsci emg mkt etf	$51,000	–	1,077	+100.0%	0.05%	–
TJX	New	TJX COS INC NEW	$50,000	–	660	+100.0%	0.05%	–
IWF	New	ISHARES TRrus 1000 grw etf	$48,000	–	356	+100.0%	0.05%	–
LLY	New	LILLY ELI & CO	$48,000	–	574	+100.0%	0.05%	–
BKH	New	BLACK HILLS CORP	$48,000	–	799	+100.0%	0.05%	–
CAKE	New	CHEESECAKE FACTORY INC	$48,000	–	1,000	+100.0%	0.05%	–
HD	New	HOME DEPOT INC	$47,000	–	250	+100.0%	0.05%	–
TTC	New	TORO CO	$47,000	–	720	+100.0%	0.05%	–
LMT	New	LOCKHEED MARTIN CORP	$46,000	–	143	+100.0%	0.04%	–
KMB	New	KIMBERLY CLARK CORP	$46,000	–	380	+100.0%	0.04%	–
DLB	New	DOLBY LABORATORIES INC	$46,000	–	741	+100.0%	0.04%	–
SQ	New	SQUARE INCcl a	$45,000	–	1,300	+100.0%	0.04%	–
PANW	New	PALO ALTO NETWORKS INC	$43,000	–	300	+100.0%	0.04%	–
CAJ	New	CANON INCsponsored adr	$43,000	–	1,156	+100.0%	0.04%	–
COST	New	COSTCO WHSL CORP NEW	$42,000	–	228	+100.0%	0.04%	–
AMJ	New	JPMORGAN CHASE & COalerian ml etn	$42,000	–	1,536	+100.0%	0.04%	–
HII	New	HUNTINGTON INGALLS INDS INC	$41,000	–	175	+100.0%	0.04%	–
APTV	New	APTIV PLC	$40,000	–	475	+100.0%	0.04%	–
APH	New	AMPHENOL CORP NEWcl a	$40,000	–	452	+100.0%	0.04%	–
GOOG	New	ALPHABET INCcap stk cl c	$39,000	–	37	+100.0%	0.04%	–
BLK	New	BLACKROCK INC	$39,000	–	75	+100.0%	0.04%	–
DPS	New	DR PEPPER SNAPPLE GROUP INC	$39,000	–	400	+100.0%	0.04%	–
RIG	New	TRANSOCEAN LTD	$38,000	–	3,600	+100.0%	0.04%	–
PSX	New	PHILLIPS 66	$38,000	–	380	+100.0%	0.04%	–
IDA	New	IDACORP INC	$37,000	–	400	+100.0%	0.04%	–
JNK	New	SPDR SERIES TRUSTbloomberg brclys	$36,000	–	978	+100.0%	0.04%	–
CVS	New	CVS HEALTH CORP	$36,000	–	495	+100.0%	0.04%	–
CTSH	New	COGNIZANT TECHNOLOGY SOLUTIOcl a	$36,000	–	510	+100.0%	0.04%	–
MMS	New	MAXIMUS INC	$36,000	–	500	+100.0%	0.04%	–
BLUE	New	BLUEBIRD BIO INC	$36,000	–	200	+100.0%	0.04%	–
ECL	New	ECOLAB INC	$35,000	–	260	+100.0%	0.03%	–
ADBE	New	ADOBE SYS INC	$35,000	–	200	+100.0%	0.03%	–
SO	New	SOUTHERN CO	$34,000	–	700	+100.0%	0.03%	–
CBRL	New	CRACKER BARREL OLD CTRY STOR	$34,000	–	212	+100.0%	0.03%	–
FV	New	FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf	$34,000	–	1,250	+100.0%	0.03%	–
AFL	New	AFLAC INC	$34,000	–	383	+100.0%	0.03%	–
WELL	New	WELLTOWER INC	$34,000	–	526	+100.0%	0.03%	–
TTWO	New	TAKE-TWO INTERACTIVE SOFTWAR	$33,000	–	300	+100.0%	0.03%	–
MIDD	New	MIDDLEBY CORP	$33,000	–	241	+100.0%	0.03%	–
PEP	New	PEPSICO INC	$31,000	–	260	+100.0%	0.03%	–
FAST	New	FASTENAL CO	$31,000	–	560	+100.0%	0.03%	–
KT	New	KT CORPsponsored adr	$31,000	–	2,001	+100.0%	0.03%	–
PXH	New	POWERSHARES ETF TR IIemer mrkt port	$31,000	–	1,401	+100.0%	0.03%	–
DIS	New	DISNEY WALT CO	$30,000	–	282	+100.0%	0.03%	–
TMO	New	THERMO FISHER SCIENTIFIC INC	$29,000	–	151	+100.0%	0.03%	–
ALL	New	ALLSTATE CORP	$29,000	–	278	+100.0%	0.03%	–
DLTR	New	DOLLAR TREE INC	$29,000	–	274	+100.0%	0.03%	–
MCK	New	MCKESSON CORP	$29,000	–	185	+100.0%	0.03%	–
CB	New	CHUBB LIMITED	$29,000	–	200	+100.0%	0.03%	–
COP	New	CONOCOPHILLIPS	$28,000	–	503	+100.0%	0.03%	–
IAU	New	ISHARES GOLD TRUSTishares	$28,000	–	2,266	+100.0%	0.03%	–
SKT	New	TANGER FACTORY OUTLET CTRS I	$27,000	–	1,000	+100.0%	0.03%	–
CMI	New	CUMMINS INC	$27,000	–	154	+100.0%	0.03%	–
NGG	New	NATIONAL GRID PLCsponsored adr ne	$27,000	–	458	+100.0%	0.03%	–
SCZ	New	ISHARES TReafe sml cp etf	$26,000	–	403	+100.0%	0.02%	–
RTN	New	RAYTHEON CO	$26,000	–	140	+100.0%	0.02%	–
MFC	New	MANULIFE FINL CORP	$26,000	–	1,266	+100.0%	0.02%	–
WMT	New	WAL-MART STORES INC	$26,000	–	263	+100.0%	0.02%	–
PG	New	PROCTER AND GAMBLE CO	$25,000	–	268	+100.0%	0.02%	–
WBT	New	WELBILT INC	$24,000	–	1,000	+100.0%	0.02%	–
MLCO	New	MELCO RESORT ENTERTAINMENT Ladr	$24,000	–	830	+100.0%	0.02%	–
LEG	New	LEGGETT & PLATT INC	$25,000	–	534	+100.0%	0.02%	–
CCEP	New	COCA COLA EUROPEAN PARTNERS	$24,000	–	605	+100.0%	0.02%	–
SCKT	New	SOCKET MOBILE INC	$25,000	–	7,000	+100.0%	0.02%	–
NNN	New	NATIONAL RETAIL PPTYS INC	$24,000	–	550	+100.0%	0.02%	–
CAFD	New	8POINT3 ENERGY PARTNERS LPcl a rpt ltdpt	$23,000	–	1,500	+100.0%	0.02%	–
ACN	New	ACCENTURE PLC IRELAND	$23,000	–	150	+100.0%	0.02%	–
SNAP	New	SNAP INCcl a	$23,000	–	1,548	+100.0%	0.02%	–
MO	New	ALTRIA GROUP INC	$22,000	–	310	+100.0%	0.02%	–
SBUX	New	STARBUCKS CORP	$22,000	–	376	+100.0%	0.02%	–
UTG	New	REAVES UTIL INCOME FD	$22,000	–	700	+100.0%	0.02%	–
BBY	New	BEST BUY INC	$21,000	–	300	+100.0%	0.02%	–
GSK	New	GLAXOSMITHKLINE PLCsponsored adr	$21,000	–	579	+100.0%	0.02%	–
FDX	New	FEDEX CORP	$21,000	–	84	+100.0%	0.02%	–
L100PS	New	ARCONIC INC	$20,000	–	750	+100.0%	0.02%	–
GCC	New	WISDOMTREE CONTINUOUS COMMOD	$19,000	–	995	+100.0%	0.02%	–
FVD	New	FIRST TR VALUE LINE DIVID IN	$19,000	–	630	+100.0%	0.02%	–
SMDV	New	PROSHARES TRruss 2000 divd	$19,000	–	344	+100.0%	0.02%	–
REGL	New	PROSHARES TRs&p mdcp 400 div	$19,000	–	357	+100.0%	0.02%	–
SON	New	SONOCO PRODS CO	$18,000	–	331	+100.0%	0.02%	–
FTS	New	FORTIS INC	$17,000	–	465	+100.0%	0.02%	–
VTV	New	VANGUARD INDEX FDSvalue etf	$17,000	–	160	+100.0%	0.02%	–
VLO	New	VALERO ENERGY CORP NEW	$17,000	–	184	+100.0%	0.02%	–
IYR	New	ISHARES TRu.s. real es etf	$16,000	–	200	+100.0%	0.02%	–
ADS	New	ALLIANCE DATA SYSTEMS CORP	$16,000	–	65	+100.0%	0.02%	–
VOD	New	VODAFONE GROUP PLC NEWsponsored adr	$16,000	–	510	+100.0%	0.02%	–
HOG	New	HARLEY DAVIDSON INC	$16,000	–	311	+100.0%	0.02%	–
IBB	New	ISHARES TRnasdaq biotech	$16,000	–	150	+100.0%	0.02%	–
ZBH	New	ZIMMER BIOMET HLDGS INC	$14,000	–	120	+100.0%	0.01%	–
XBI	New	SPDR SERIES TRUSTs&p biotech	$14,000	–	164	+100.0%	0.01%	–
XLRE	New	SELECT SECTOR SPDR TRrl est sel sec	$14,000	–	425	+100.0%	0.01%	–
AA	New	ALCOA CORP	$13,000	–	250	+100.0%	0.01%	–
XHB	New	SPDR SERIES TRUSTs&p homebuild	$13,000	–	304	+100.0%	0.01%	–
ORI	New	OLD REP INTL CORP	$13,000	–	604	+100.0%	0.01%	–
VVV	New	VALVOLINE INC	$13,000	–	500	+100.0%	0.01%	–
USB	New	US BANCORP DEL	$13,000	–	235	+100.0%	0.01%	–
NVS	New	NOVARTIS A Gsponsored adr	$12,000	–	143	+100.0%	0.01%	–
AMID	New	AMERICAN MIDSTREAM PARTNERS	$12,000	–	866	+100.0%	0.01%	–
MPC	New	MARATHON PETE CORP	$11,000	–	160	+100.0%	0.01%	–
AEP	New	AMERICAN ELEC PWR INC	$11,000	–	155	+100.0%	0.01%	–
JOBS	New	51JOB INC	$11,000	–	185	+100.0%	0.01%	–
TLK	New	P T TELEKOMUNIKASI INDONESIAsponsored adr	$11,000	–	344	+100.0%	0.01%	–
ADSK	New	AUTODESK INC	$10,000	–	100	+100.0%	0.01%	–
MTW	New	MANITOWOC CO INC	$10,000	–	250	+100.0%	0.01%	–
DBO	New	POWERSHS DB MULTI SECT COMMdb oil fund	$10,000	–	1,000	+100.0%	0.01%	–
COF	New	CAPITAL ONE FINL CORP	$10,000	–	104	+100.0%	0.01%	–
DLPH	New	DELPHI TECHNOLOGIES PLC	$8,000	–	158	+100.0%	0.01%	–
TNA	New	DIREXION SHS ETF TRdly smcap bull3x	$8,000	–	120	+100.0%	0.01%	–
EXC	New	EXELON CORP	$8,000	–	210	+100.0%	0.01%	–
PCG	New	PG&E CORP	$8,000	–	172	+100.0%	0.01%	–
GER	New	GOLDMAN SACHS MLP ENERGY REN	$8,000	–	1,227	+100.0%	0.01%	–
GCI	New	GANNETT CO INC	$7,000	–	607	+100.0%	0.01%	–
SCHM	New	SCHWAB STRATEGIC TRus mid-cap etf	$7,000	–	134	+100.0%	0.01%	–
BTI	New	BRITISH AMERN TOB PLCsponsored adr	$7,000	–	105	+100.0%	0.01%	–
DLS	New	WISDOMTREE TRintl smcap div	$7,000	–	90	+100.0%	0.01%	–
IWP	New	ISHARES TRrus md cp gr etf	$6,000	–	53	+100.0%	0.01%	–
XOP	New	SPDR SERIES TRUSTs&p oilgas exp	$6,000	–	168	+100.0%	0.01%	–
UPS	New	UNITED PARCEL SERVICE INCcl b	$6,000	–	50	+100.0%	0.01%	–
UMC	New	UNITED MICROELECTRONICS CORPspon adr new	$6,000	–	2,435	+100.0%	0.01%	–
DJP	New	BARCLAYS BK PLCdjubs cmdt etn36	$5,000	–	200	+100.0%	0.01%	–
SSYS	New	STRATASYS LTD	$5,000	–	250	+100.0%	0.01%	–
LOW	New	LOWES COS INC	$5,000	–	56	+100.0%	0.01%	–
PRAH	New	PRA HEALTH SCIENCES INC	$4,000	–	40	+100.0%	0.00%	–
SLV	New	ISHARES SILVER TRUSTishares	$4,000	–	280	+100.0%	0.00%	–
CNP	New	CENTERPOINT ENERGY INC	$4,000	–	158	+100.0%	0.00%	–
PLD	New	PROLOGIS INC	$4,000	–	57	+100.0%	0.00%	–
XONE	New	EXONE CO	$4,000	–	500	+100.0%	0.00%	–
TX	New	TERNIUM SAspon adr	$4,000	–	128	+100.0%	0.00%	–
RF	New	REGIONS FINL CORP NEW	$4,000	–	233	+100.0%	0.00%	–
IEF	New	ISHARES TRbarclays 7 10 yr	$3,000	–	27	+100.0%	0.00%	–
SYY	New	SYSCO CORP	$3,000	–	50	+100.0%	0.00%	–
UNH	New	UNITEDHEALTH GROUP INC	$3,000	–	14	+100.0%	0.00%	–
HI	New	HILLENBRAND INC	$3,000	–	64	+100.0%	0.00%	–
VXF	New	VANGUARD INDEX FDSextend mkt etf	$3,000	–	23	+100.0%	0.00%	–
UFS	New	DOMTAR CORP	$3,000	–	63	+100.0%	0.00%	–
D	New	DOMINION ENERGY INC	$3,000	–	33	+100.0%	0.00%	–
BWA	New	BORGWARNER INC	$3,000	–	56	+100.0%	0.00%	–
IWN	New	ISHARES TRrus 2000 val etf	$2,000	–	17	+100.0%	0.00%	–
VRX	New	VALEANT PHARMACEUTICALS INTL	$2,000	–	109	+100.0%	0.00%	–
KNL	New	KNOLL INC	$2,000	–	94	+100.0%	0.00%	–
DHY	New	CREDIT SUISSE HIGH YLD BND Fsh ben int	$2,000	–	692	+100.0%	0.00%	–
JWN	New	NORDSTROM INC	$2,000	–	35	+100.0%	0.00%	–
DDD	New	3-D SYS CORP DEL	$2,000	–	250	+100.0%	0.00%	–
RDFN	New	REDFIN CORP	$2,000	–	50	+100.0%	0.00%	–
SMTC	New	SEMTECH CORP	$2,000	–	70	+100.0%	0.00%	–
MACK	New	MERRIMACK PHARMACEUTICALS IN	$1,000	–	100	+100.0%	0.00%	–
FRAC	New	KEANE GROUP INC	$1,000	–	65	+100.0%	0.00%	–
CCI	New	CROWN CASTLE INTL CORP NEW	$1,000	–	7	+100.0%	0.00%	–
SYF	New	SYNCHRONY FINL	$1,000	–	33	+100.0%	0.00%	–
F	New	FORD MTR CO DEL	$1,000	–	50	+100.0%	0.00%	–
GPRO	New	GOPRO INCcl a	$0	–	48	+100.0%	0.00%	–
BPTH	New	BIO PATH HOLDINGS INC	$0	–	1,500	+100.0%	0.00%	–
UUP	New	POWERSHS DB US DOLLAR INDEXdoll indx bull	$0	–	5	+100.0%	0.00%	–
PSTG	New	PURE STORAGE INCcl a	$0	–	29	+100.0%	0.00%	–
FEYE	New	FIREEYE INC	$0	–	10	+100.0%	0.00%	–
HDGE	New	ADVISORSHARES TRranger equity be	$0	–	5	+100.0%	0.00%	–
ATVI	New	ACTIVISION BLIZZARD INC	$0	–	3	+100.0%	0.00%	–
MAT	New	MATTEL INC	$0	–	10	+100.0%	0.00%	–
ABBV	New	ABBVIE INC	$0	–	2	+100.0%	0.00%	–
PRGO	New	PERRIGO CO PLC	$0	–	5	+100.0%	0.00%	–
NRG	New	NRG ENERGY INC	$0	–	14	+100.0%	0.00%	–
FFTY	New	INNOVATOR ETFS TRibd 50 etf	$0	–	5	+100.0%	0.00%	–
SDRL	New	SEADRILL LIMITED	$0	–	85	+100.0%	0.00%	–

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2018-02-09

Signatures

The EDGAR filing(s) were signed by:

Dustin Thackeray — Chief Investment Officer

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
ISHARESTR	24	Q3 2023	13.2%
SPDRS&P 500 ETF TR	24	Q3 2023	13.7%
DBX ETF TR	24	Q3 2023	10.2%
ISHARESTR	24	Q3 2023	6.2%
ISHARESTR	24	Q3 2023	6.0%
SPDRS&PMIDCAP400ETFTR	24	Q3 2023	6.9%
VANGUARDINTL EQUITYINDEXF	24	Q3 2023	1.3%
VANGUARDTAX MANAGEDINTLFD	24	Q3 2023	2.0%
ISHARESTR	24	Q3 2023	1.9%
VANGUARD INDEX FDS	24	Q3 2023	0.4%

View Crewe Advisors LLC's complete holdings history.

Latest significant ownerships (13-D/G)

Crewe Advisors LLC Q4 2017 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
	Filed	Shares	Percentage
Pluralsight, Inc.	February 03, 2020	4,761,680	4.7%

View Crewe Advisors LLC's complete significant-ownership history.

Latest filings

Type	Filed
13F-HR	2024-05-14
13F-HR	2024-02-09
13F-HR	2023-11-09
13F-HR	2023-07-28
13F-HR	2023-05-12
13F-HR	2023-02-08
13F-HR	2022-11-14
13F-HR	2022-08-02
13F-HR	2022-04-27
13F-HR	2022-02-10

View Crewe Advisors LLC's complete filings history.

All filings

View complete filings history.

Compare quarters

Export Crewe Advisors LLC's holdings