$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 - .
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
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)
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
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.