$316 Million is the total value of Crewe Advisors LLC's 228 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PS | New | PLURALSIGHT INC | $203,041,000 | – | 8,621,680 | +100.0% | 64.34% | – |
SPTM | New | SPDR SERIES TRUSTportfolio tl stk | $1,441,000 | – | 46,614 | +100.0% | 0.46% | – |
VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $92,000 | – | 1,175 | +100.0% | 0.03% | – |
UNH | New | UNITEDHEALTH GROUP INC | $25,000 | – | 100 | +100.0% | 0.01% | – |
OXY | New | OCCIDENTAL PETE CORP DEL | $1,000 | – | 15 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-05
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.