$218 Million is the total value of Crewe Advisors LLC's 225 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 43.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PS | Sell | PLURALSIGHT INC | $81,484,000 | -48.4% | 4,851,680 | -6.9% | 37.46% | -27.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $21,870,000 | +1.7% | 73,694 | +0.4% | 10.05% | +43.7% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $15,496,000 | -0.7% | 51,909 | -2.0% | 7.12% | +40.3% |
| DBEF | Buy | DBX ETF TRxtrack msci eafe | $13,867,000 | +10.9% | 428,792 | +8.4% | 6.38% | +56.9% |
| CVX | Sell | CHEVRON CORP NEW | $13,347,000 | -8.9% | 112,540 | -4.4% | 6.14% | +28.8% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $10,490,000 | +1.7% | 69,316 | +4.5% | 4.82% | +43.9% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $5,676,000 | -11.1% | 16,102 | -10.6% | 2.61% | +25.7% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $5,451,000 | +35.1% | 28,212 | +35.8% | 2.51% | +91.0% |
| PGX | Sell | INVESCO EXCHNG TRADED FD TRpfd etf | $4,262,000 | -0.3% | 283,784 | -2.9% | 1.96% | +41.0% |
| VEA | Sell | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $3,923,000 | -7.7% | 95,492 | -6.3% | 1.80% | +30.5% |
| AAPL | Sell | APPLE INC | $2,920,000 | -6.6% | 13,039 | -17.5% | 1.34% | +32.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $2,880,000 | -11.1% | 44,164 | -10.4% | 1.32% | +25.6% |
| V | Sell | VISA INC | $2,801,000 | -5.0% | 16,283 | -4.1% | 1.29% | +34.4% |
| MSFT | Buy | MICROSOFT CORP | $2,743,000 | +4.3% | 19,729 | +0.5% | 1.26% | +47.5% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $2,129,000 | -10.2% | 52,885 | -5.1% | 0.98% | +27.1% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $1,461,000 | -6.5% | 12,887 | -6.6% | 0.67% | +32.3% |
| TYG | Sell | TORTOISE ENERGY INFRA CORP | $1,397,000 | -12.2% | 68,298 | -3.2% | 0.64% | +24.2% |
| SEMG | SEMGROUP CORPcl a | $1,308,000 | +36.1% | 80,056 | 0.0% | 0.60% | +92.6% | |
| IWV | ISHARES TRrussell 3000 etf | $1,112,000 | +0.8% | 6,401 | 0.0% | 0.51% | +42.3% | |
| XOM | Buy | EXXON MOBIL CORP | $1,004,000 | +4.7% | 14,226 | +13.7% | 0.46% | +48.1% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $771,000 | -18.7% | 4,081 | -19.6% | 0.35% | +14.9% |
| IVE | ISHARES TRs&p 500 val etf | $757,000 | +2.2% | 6,355 | 0.0% | 0.35% | +44.4% | |
| AMZN | Buy | AMAZON COM INC | $707,000 | -6.5% | 407 | +2.0% | 0.32% | +32.1% |
| DVY | Buy | ISHARES TRselect divid etf | $706,000 | +7.8% | 6,925 | +5.2% | 0.32% | +52.6% |
| PFF | Sell | ISHARES TRpfd and incm sec | $703,000 | -0.6% | 18,736 | -2.3% | 0.32% | +40.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $589,000 | -1.0% | 7,269 | -1.4% | 0.27% | +40.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $559,000 | -40.1% | 458 | -46.9% | 0.26% | -15.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $515,000 | -3.6% | 2,474 | -1.2% | 0.24% | +36.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $460,000 | -2.7% | 3,045 | -3.4% | 0.21% | +37.0% |
| UTX | UNITED TECHNOLOGIES CORP | $453,000 | +4.9% | 3,320 | 0.0% | 0.21% | +48.6% | |
| TSLA | TESLA INC | $436,000 | +7.7% | 1,811 | 0.0% | 0.20% | +51.5% | |
| JPM | Sell | JPMORGAN CHASE & CO | $431,000 | 0.0% | 3,661 | -5.0% | 0.20% | +41.4% |
| FB | Sell | FACEBOOK INCcl a | $425,000 | -57.2% | 2,385 | -53.6% | 0.20% | -39.6% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $422,000 | -16.9% | 4,522 | -22.3% | 0.19% | +17.6% |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $405,000 | -9.6% | 6,890 | 0.0% | 0.19% | +27.4% | |
| DUK | Sell | DUKE ENERGY CORP NEW | $388,000 | +8.7% | 4,046 | -0.1% | 0.18% | +53.4% |
| BP | Buy | BP PLCsponsored adr | $380,000 | -8.9% | 10,016 | +0.3% | 0.18% | +28.7% |
| SU | SUNCOR ENERGY INC NEW | $341,000 | +1.5% | 10,794 | 0.0% | 0.16% | +44.0% | |
| FFIN | FIRST FINL BANKSHARES | $323,000 | +8.4% | 9,690 | 0.0% | 0.15% | +52.6% | |
| BA | BOEING CO | $304,000 | +4.5% | 799 | 0.0% | 0.14% | +47.4% | |
| NEE | NEXTERA ENERGY INC | $290,000 | +13.7% | 1,246 | 0.0% | 0.13% | +60.2% | |
| WEC | Sell | WEC ENERGY GROUP INC | $289,000 | +10.7% | 3,039 | -3.1% | 0.13% | +56.5% |
| BKNG | Sell | BOOKING HLDGS INC | $271,000 | -63.5% | 138 | -65.2% | 0.12% | -48.1% |
| GLD | SPDR GOLD TRUST | $269,000 | +4.3% | 1,940 | 0.0% | 0.12% | +47.6% | |
| MA | Sell | MASTERCARD INCcl a | $267,000 | -53.8% | 983 | -55.0% | 0.12% | -34.6% |
| NWE | NORTHWESTERN CORP | $258,000 | +4.0% | 3,444 | 0.0% | 0.12% | +46.9% | |
| NFLX | NETFLIX INC | $246,000 | -27.2% | 921 | 0.0% | 0.11% | +2.7% | |
| WFC | Sell | WELLS FARGO CO NEW | $242,000 | -46.0% | 4,795 | -49.3% | 0.11% | -24.0% |
| GE | GENERAL ELECTRIC CO | $231,000 | -14.8% | 25,827 | 0.0% | 0.11% | +20.5% | |
| SCZ | Sell | ISHARES TReafe sml cp etf | $228,000 | -18.6% | 3,986 | -18.3% | 0.10% | +15.4% |
| PFE | Sell | PFIZER INC | $224,000 | -17.6% | 6,230 | -0.6% | 0.10% | +17.0% |
| DIS | Sell | DISNEY WALT CO | $223,000 | -56.8% | 1,715 | -53.6% | 0.10% | -38.7% |
| DIA | SPDR DOW JONES INDL AVRG ETFut ser 1 | $212,000 | +1.4% | 786 | 0.0% | 0.10% | +42.6% | |
| SHW | Sell | SHERWIN WILLIAMS CO | $211,000 | -55.8% | 383 | -63.2% | 0.10% | -37.4% |
| T | Sell | AT&T INC | $204,000 | -37.4% | 5,379 | -44.8% | 0.09% | -11.3% |
| UNP | Sell | UNION PACIFIC CORP | $200,000 | -56.3% | 1,237 | -54.4% | 0.09% | -38.3% |
| HD | Buy | HOME DEPOT INC | $197,000 | +15.2% | 850 | +3.7% | 0.09% | +62.5% |
| TJX | Sell | TJX COS INC NEW | $196,000 | -56.0% | 3,514 | -58.3% | 0.09% | -37.9% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $189,000 | -57.0% | 649 | -56.7% | 0.09% | -39.2% |
| DLTR | Sell | DOLLAR TREE INC | $187,000 | -56.3% | 1,642 | -58.8% | 0.09% | -38.1% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $182,000 | -2.7% | 2,000 | -4.0% | 0.08% | +37.7% |
| KYN | Sell | KAYNE ANDERSN MLP MIDS INVT | $176,000 | -29.6% | 12,176 | -25.5% | 0.08% | 0.0% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $164,000 | +11.6% | 438 | -3.5% | 0.08% | +56.2% |
| PPL | Buy | PPL CORP | $145,000 | +8.2% | 4,619 | +6.9% | 0.07% | +52.3% |
| APH | Sell | AMPHENOL CORP NEWcl a | $141,000 | -66.6% | 1,458 | -66.8% | 0.06% | -52.6% |
| GS | GOLDMAN SACHS GROUP INC | $140,000 | +1.4% | 675 | 0.0% | 0.06% | +42.2% | |
| PPG | PPG INDS INC | $137,000 | +1.5% | 1,160 | 0.0% | 0.06% | +43.2% | |
| PSX | Sell | PHILLIPS 66 | $136,000 | -59.5% | 1,332 | -62.9% | 0.06% | -42.2% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $134,000 | +9.8% | 2,648 | -1.5% | 0.06% | +55.0% |
| MUB | Sell | ISHARES TRnational mun etf | $129,000 | -3.7% | 1,133 | -4.1% | 0.06% | +34.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $126,000 | -31.5% | 2,801 | -35.7% | 0.06% | -3.3% |
| INTC | Buy | INTEL CORP | $124,000 | +14.8% | 2,409 | +7.3% | 0.06% | +62.9% |
| XHR | XENIA HOTELS & RESORTS INC | $123,000 | +0.8% | 5,837 | 0.0% | 0.06% | +42.5% | |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $124,000 | +0.8% | 1,052 | 0.0% | 0.06% | +42.5% | |
| COST | Buy | COSTCO WHSL CORP NEW | $120,000 | +20.0% | 415 | +9.2% | 0.06% | +66.7% |
| IDV | Buy | ISHARES TRintl sel div etf | $120,000 | +6.2% | 3,897 | +6.0% | 0.06% | +48.6% |
| EXPE | Buy | EXPEDIA GROUP INC | $116,000 | +12.6% | 865 | +11.6% | 0.05% | +60.6% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $110,000 | -14.1% | 786 | -15.7% | 0.05% | +21.4% |
| ORCL | ORACLE CORP | $110,000 | -2.7% | 1,991 | 0.0% | 0.05% | +37.8% | |
| GWX | Sell | SPDR INDEX SHS FDSs&p intl smlcp | $104,000 | -12.6% | 3,552 | -10.7% | 0.05% | +23.1% |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $104,000 | +1.0% | 1,175 | 0.0% | 0.05% | +45.5% | |
| GOOG | Buy | ALPHABET INCcap stk cl c | $102,000 | +22.9% | 84 | +9.1% | 0.05% | +74.1% |
| ZTS | ZOETIS INCcl a | $95,000 | +9.2% | 765 | 0.0% | 0.04% | +57.1% | |
| BR | Sell | BROADRIDGE FINL SOLUTIONS IN | $93,000 | -78.3% | 748 | -77.7% | 0.04% | -69.1% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $92,000 | -36.1% | 550 | -35.3% | 0.04% | -10.6% |
| ZION | ZIONS BANCORPORATION N A | $89,000 | -3.3% | 2,000 | 0.0% | 0.04% | +36.7% | |
| TRV | Sell | TRAVELERS COMPANIES INC | $87,000 | -2.2% | 582 | -2.3% | 0.04% | +37.9% |
| MMM | Sell | 3M CO | $88,000 | -24.8% | 536 | -20.5% | 0.04% | +5.3% |
| BDX | Sell | BECTON DICKINSON & CO | $87,000 | -75.5% | 345 | -75.5% | 0.04% | -65.2% |
| MIDD | Sell | MIDDLEBY CORP | $83,000 | -71.1% | 706 | -66.6% | 0.04% | -59.1% |
| DWX | SPDR INDEX SHS FDSs&p intl etf | $79,000 | -1.2% | 2,026 | 0.0% | 0.04% | +38.5% | |
| MRRL | UBS AG LONDON BRHetracs mntly pay | $76,000 | -2.6% | 5,814 | 0.0% | 0.04% | +40.0% | |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPcl a | $75,000 | – | 365 | +100.0% | 0.03% | – |
| SPGI | Sell | S&P GLOBAL INC | $73,000 | -79.1% | 300 | -80.4% | 0.03% | -69.9% |
| SBUX | Buy | STARBUCKS CORP | $74,000 | +5.7% | 838 | +0.2% | 0.03% | +47.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $72,000 | -50.0% | 1,200 | -52.3% | 0.03% | -29.8% |
| PXF | INVESCO EXCHNG TRADED FD TRftse rafi dev | $69,000 | -2.8% | 1,739 | 0.0% | 0.03% | +39.1% | |
| OXY | Sell | OCCIDENTAL PETE CORP | $69,000 | -12.7% | 1,556 | -1.0% | 0.03% | +23.1% |
| CSCO | Buy | CISCO SYS INC | $69,000 | +4.5% | 1,397 | +15.3% | 0.03% | +52.4% |
| MCD | Sell | MCDONALDS CORP | $70,000 | -9.1% | 328 | -11.4% | 0.03% | +28.0% |
| DTE | DTE ENERGY CO | $68,000 | +4.6% | 509 | 0.0% | 0.03% | +47.6% | |
| ITW | ILLINOIS TOOL WKS INC | $67,000 | +4.7% | 427 | 0.0% | 0.03% | +47.6% | |
| SQ | SQUARE INCcl a | $62,000 | -15.1% | 1,000 | 0.0% | 0.03% | +20.8% | |
| TWLO | TWILIO INCcl a | $63,000 | -19.2% | 575 | 0.0% | 0.03% | +16.0% | |
| BKH | BLACK HILLS CORP | $61,000 | -1.6% | 799 | 0.0% | 0.03% | +40.0% | |
| ULTA | New | ULTA BEAUTY INC | $60,000 | – | 241 | +100.0% | 0.03% | – |
| RPG | New | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $59,000 | – | 500 | +100.0% | 0.03% | – |
| FDX | Buy | FEDEX CORP | $58,000 | +314.3% | 400 | +376.2% | 0.03% | +440.0% |
| PUB | Sell | PEOPLES UTAH BANCORP | $57,000 | -59.9% | 2,000 | -58.6% | 0.03% | -43.5% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $56,000 | +1.8% | 1,009 | 0.0% | 0.03% | +44.4% | |
| NLY | ANNALY CAP MGMT INC | $57,000 | -3.4% | 6,451 | 0.0% | 0.03% | +36.8% | |
| WYNN | WYNN RESORTS LTD | $54,000 | -12.9% | 500 | 0.0% | 0.02% | +25.0% | |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $55,000 | -19.1% | 614 | -16.7% | 0.02% | +13.6% |
| CVS | Sell | CVS HEALTH CORP | $53,000 | -83.3% | 835 | -85.7% | 0.02% | -76.7% |
| LMT | LOCKHEED MARTIN CORP | $52,000 | +6.1% | 134 | 0.0% | 0.02% | +50.0% | |
| TTC | TORO CO | $53,000 | +10.4% | 720 | 0.0% | 0.02% | +50.0% | |
| PINS | PINTEREST INCcl a | $53,000 | -1.9% | 2,000 | 0.0% | 0.02% | +33.3% | |
| TEAM | ATLASSIAN CORP PLCcl a | $50,000 | -3.8% | 400 | 0.0% | 0.02% | +35.3% | |
| SHM | Sell | SPDR SERIES TRUSTnuveen blmbrg sr | $51,000 | -50.0% | 1,043 | -50.0% | 0.02% | -30.3% |
| LLY | LILLY ELI & CO | $49,000 | 0.0% | 440 | 0.0% | 0.02% | +43.8% | |
| KAR | Buy | KAR AUCTION SVCS INC | $46,000 | +109.1% | 1,870 | +114.9% | 0.02% | +200.0% |
| FANG | DIAMONDBACK ENERGY INC | $45,000 | -16.7% | 498 | 0.0% | 0.02% | +16.7% | |
| EEM | ISHARES TRmsci emg mkt etf | $44,000 | -4.3% | 1,077 | 0.0% | 0.02% | +33.3% | |
| AMGN | Sell | AMGEN INC | $43,000 | -4.4% | 220 | -9.8% | 0.02% | +33.3% |
| DOMO | Buy | DOMO INC | $42,000 | -34.4% | 2,657 | +13.5% | 0.02% | -9.5% |
| CAKE | CHEESECAKE FACTORY INC | $42,000 | -4.5% | 1,000 | 0.0% | 0.02% | +35.7% | |
| IEUR | ISHARES TRcore msci euro | $41,000 | -2.4% | 891 | 0.0% | 0.02% | +35.7% | |
| APTV | Sell | APTIV PLC | $42,000 | -4.5% | 475 | -12.2% | 0.02% | +35.7% |
| AFL | AFLAC INC | $40,000 | -4.8% | 766 | 0.0% | 0.02% | +28.6% | |
| FBHS | Sell | FORTUNE BRANDS HOME & SEC IN | $40,000 | -85.7% | 725 | -85.2% | 0.02% | -80.2% |
| AMP | Sell | AMERIPRISE FINL INC | $40,000 | -2.4% | 270 | -4.9% | 0.02% | +38.5% |
| NVDA | Sell | NVIDIA CORP | $36,000 | -79.1% | 209 | -80.0% | 0.02% | -69.6% |
| SIEB | SIEBERT FINL CORP | $36,000 | +2.9% | 3,900 | 0.0% | 0.02% | +54.5% | |
| IAA | IAA INC | $36,000 | +5.9% | 870 | 0.0% | 0.02% | +54.5% | |
| ILCG | New | ISHARES TRmrngstr lg-cp gr | $36,000 | – | 187 | +100.0% | 0.02% | – |
| CXO | CONCHO RES INC | $34,000 | -33.3% | 495 | 0.0% | 0.02% | -5.9% | |
| JNK | SPDR SERIES TRUSTbloomberg brclys | $35,000 | -2.8% | 326 | 0.0% | 0.02% | +33.3% | |
| CCEP | Sell | COCA COLA EUROPEAN PARTNERS | $34,000 | -8.1% | 605 | -6.8% | 0.02% | +33.3% |
| SNAP | SNAP INCcl a | $32,000 | +10.3% | 2,000 | 0.0% | 0.02% | +66.7% | |
| KR | Sell | KROGER CO | $33,000 | +10.0% | 1,280 | -5.9% | 0.02% | +50.0% |
| WMT | Sell | WALMART INC | $31,000 | -3.1% | 263 | -9.3% | 0.01% | +40.0% |
| MRCC | MONROE CAP CORP | $30,000 | -6.2% | 2,800 | 0.0% | 0.01% | +40.0% | |
| ALL | ALLSTATE CORP | $30,000 | +7.1% | 278 | 0.0% | 0.01% | +55.6% | |
| IWN | Buy | ISHARES TRrus 2000 val etf | $29,000 | +1350.0% | 242 | +1323.5% | 0.01% | +1200.0% |
| AXP | Buy | AMERICAN EXPRESS CO | $29,000 | -3.3% | 245 | +0.4% | 0.01% | +30.0% |
| PXH | INVESCO EXCHNG TRADED FD TRftse rafi emng | $28,000 | -6.7% | 1,401 | 0.0% | 0.01% | +30.0% | |
| APA | APACHE CORP | $28,000 | -9.7% | 1,087 | 0.0% | 0.01% | +30.0% | |
| CRM | SALESFORCE COM INC | $27,000 | 0.0% | 180 | 0.0% | 0.01% | +33.3% | |
| RTN | RAYTHEON CO | $27,000 | +12.5% | 140 | 0.0% | 0.01% | +50.0% | |
| GILD | GILEAD SCIENCES INC | $26,000 | -7.1% | 417 | 0.0% | 0.01% | +33.3% | |
| RFG | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp400 pr | $25,000 | – | 180 | +100.0% | 0.01% | – |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $23,000 | -91.1% | 261 | -91.2% | 0.01% | -86.9% |
| PG | Sell | PROCTER & GAMBLE CO | $24,000 | 0.0% | 196 | -10.5% | 0.01% | +37.5% |
| MCK | MCKESSON CORP | $25,000 | 0.0% | 185 | 0.0% | 0.01% | +37.5% | |
| PM | PHILIP MORRIS INTL INC | $23,000 | -4.2% | 300 | 0.0% | 0.01% | +37.5% | |
| IWD | ISHARES TRrus 1000 val etf | $22,000 | +4.8% | 168 | 0.0% | 0.01% | +42.9% | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $22,000 | 0.0% | 375 | 0.0% | 0.01% | +42.9% | |
| LEVI | LEVI STRAUSS & CO NEW | $19,000 | -9.5% | 1,000 | 0.0% | 0.01% | +28.6% | |
| LASR | NLIGHT INC | $19,000 | -17.4% | 1,200 | 0.0% | 0.01% | +28.6% | |
| L100PS | ARCONIC INC | $20,000 | +5.3% | 750 | 0.0% | 0.01% | +50.0% | |
| IWF | ISHARES TRrus 1000 grw etf | $20,000 | +5.3% | 123 | 0.0% | 0.01% | +50.0% | |
| SOXL | DIREXION SHS ETF TRdly scond 3xbu | $19,000 | +18.8% | 110 | 0.0% | 0.01% | +80.0% | |
| IYR | ISHARES TRu.s. real es etf | $19,000 | +11.8% | 200 | 0.0% | 0.01% | +50.0% | |
| HON | Buy | HONEYWELL INTL INC | $17,000 | +750.0% | 100 | +614.3% | 0.01% | +700.0% |
| VTV | VANGUARD INDEX FDSvalue etf | $18,000 | 0.0% | 160 | 0.0% | 0.01% | +33.3% | |
| COP | Sell | CONOCOPHILLIPS | $18,000 | -10.0% | 311 | -4.0% | 0.01% | +14.3% |
| ZBH | ZIMMER BIOMET HLDGS INC | $16,000 | +14.3% | 120 | 0.0% | 0.01% | +40.0% | |
| SPTM | SPDR SERIES TRUSTportfolio tl stk | $15,000 | 0.0% | 413 | 0.0% | 0.01% | +40.0% | |
| RIG | TRANSOCEAN LTD | $16,000 | -30.4% | 3,600 | 0.0% | 0.01% | 0.0% | |
| VLO | Sell | VALERO ENERGY CORP NEW | $16,000 | 0.0% | 184 | -3.7% | 0.01% | +40.0% |
| STI | New | SUNTRUST BKS INC | $16,000 | – | 237 | +100.0% | 0.01% | – |
| IR | New | INGERSOLL-RAND PLC | $14,000 | – | 112 | +100.0% | 0.01% | – |
| JOBS | 51JOB INCsponsored ads | $14,000 | 0.0% | 185 | 0.0% | 0.01% | +20.0% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $14,000 | +7.7% | 330 | 0.0% | 0.01% | +50.0% | |
| MO | Sell | ALTRIA GROUP INC | $12,000 | -81.8% | 300 | -78.6% | 0.01% | -71.4% |
| VOO | VANGUARD INDEX FDS | $13,000 | 0.0% | 47 | 0.0% | 0.01% | +50.0% | |
| USB | Sell | US BANCORP DEL | $13,000 | 0.0% | 235 | -6.0% | 0.01% | +50.0% |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $10,000 | +25.0% | 510 | 0.0% | 0.01% | +66.7% | |
| MRK | Buy | MERCK & CO INC | $11,000 | +1000.0% | 125 | +1685.7% | 0.01% | – |
| MLCO | MELCO RESORTS AND ENTMT LTDadr | $10,000 | -9.1% | 519 | 0.0% | 0.01% | +25.0% | |
| VVV | VALVOLINE INC | $11,000 | +10.0% | 500 | 0.0% | 0.01% | +66.7% | |
| KDP | KEURIG DR PEPPER INC | $11,000 | -8.3% | 400 | 0.0% | 0.01% | +25.0% | |
| SVRA | SAVARA INC | $10,000 | +11.1% | 3,910 | 0.0% | 0.01% | +66.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,000 | 0.0% | 55 | 0.0% | 0.00% | +33.3% | |
| ABT | New | ABBOTT LABS | $8,000 | – | 97 | +100.0% | 0.00% | – |
| ALLE | New | ALLEGION PUB LTD CO | $8,000 | – | 75 | +100.0% | 0.00% | – |
| STM | STMICROELECTRONICS N Vny registry | $9,000 | 0.0% | 490 | 0.0% | 0.00% | +33.3% | |
| BAC | Sell | BANK AMER CORP | $9,000 | -18.2% | 300 | -18.7% | 0.00% | 0.0% |
| ATVI | ACTIVISION BLIZZARD INC | $6,000 | +20.0% | 108 | 0.0% | 0.00% | +50.0% | |
| IWP | ISHARES TRrus md cp gr etf | $7,000 | -12.5% | 53 | 0.0% | 0.00% | 0.0% | |
| SONY | SONY CORPsponsored adr | $6,000 | +20.0% | 102 | 0.0% | 0.00% | +50.0% | |
| TNA | DIREXION SHS ETF TRdly smcap bull3x | $7,000 | 0.0% | 120 | 0.0% | 0.00% | +50.0% | |
| WAB | Sell | WABTEC CORP | $4,000 | -55.6% | 50 | -58.0% | 0.00% | -33.3% |
| SMDV | PROSHARES TRruss 2000 divd | $4,000 | 0.0% | 72 | 0.0% | 0.00% | +100.0% | |
| REGL | PROSHARES TRs&p mdcp 400 div | $4,000 | 0.0% | 75 | 0.0% | 0.00% | +100.0% | |
| AA | ALCOA CORP | $5,000 | -16.7% | 250 | 0.0% | 0.00% | 0.0% | |
| CNP | CENTERPOINT ENERGY INC | $5,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| EA | ELECTRONIC ARTS INC | $5,000 | -16.7% | 55 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINL CORP NEW | $4,000 | +33.3% | 233 | 0.0% | 0.00% | +100.0% | |
| JNJ | Sell | JOHNSON & JOHNSON | $4,000 | -87.1% | 33 | -85.2% | 0.00% | -80.0% |
| XLF | Sell | SELECT SECTOR SPDR TRsbi int-finl | $3,000 | -76.9% | 91 | -80.0% | 0.00% | -75.0% |
| NKE | NIKE INCcl b | $3,000 | 0.0% | 36 | 0.0% | 0.00% | 0.0% | |
| IEF | ISHARES TRbarclays 7 10 yr | $3,000 | 0.0% | 27 | 0.0% | 0.00% | 0.0% | |
| CELG | CELGENE CORP | $2,000 | +100.0% | 16 | 0.0% | 0.00% | – | |
| UA | UNDER ARMOUR INCcl c | $2,000 | 0.0% | 95 | 0.0% | 0.00% | 0.0% | |
| SLB | SCHLUMBERGER LTD | $2,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| CAT | Sell | CATERPILLAR INC DEL | $3,000 | -88.0% | 22 | -88.0% | 0.00% | -87.5% |
| VXF | VANGUARD INDEX FDSextend mkt etf | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| FVD | FIRST TR VALUE LINE DIVID IN | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
| PSTG | PURE STORAGE INCcl a | $0 | – | 29 | 0.0% | 0.00% | – | |
| TWTR | New | TWITTER INC | $0 | – | 8 | +100.0% | 0.00% | – |
| SCHM | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | 1 | 0.0% | 0.00% | – | |
| F | FORD MTR CO DEL | $0 | – | 10 | 0.0% | 0.00% | – | |
| GTX | New | GARRETT MOTION INC | $0 | – | 10 | +100.0% | 0.00% | – |
| GERN | New | GERON CORP | $1,000 | – | 1,000 | +100.0% | 0.00% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $0 | – | 33 | +100.0% | 0.00% | – |
| GLUU | New | GLU MOBILE INC | $0 | – | 40 | +100.0% | 0.00% | – |
| XBIO | New | XENETIC BIOSCIENCES INC | $0 | – | 115 | +100.0% | 0.00% | – |
| ITT | New | ITT INC | $0 | – | 8 | +100.0% | 0.00% | – |
| JWN | Sell | NORDSTROM INC | $1,000 | -50.0% | 35 | -47.8% | 0.00% | -100.0% |
| ACER | New | ACER THERAPEUTICS INC | $0 | – | 80 | +100.0% | 0.00% | – |
| NRG | NRG ENERGY INC | $1,000 | – | 14 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $0 | – | 10 | 0.0% | 0.00% | – | |
| MTCH | New | MATCH GROUP INC | $0 | – | 3 | +100.0% | 0.00% | – |
| LXRX | New | LEXICON PHARMACEUTICALS INC | $0 | – | 150 | +100.0% | 0.00% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -8 | -100.0% | 0.00% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -6 | -100.0% | 0.00% | – |
| LUV | Exit | SOUTHWEST AIRLS CO | $0 | – | -16 | -100.0% | 0.00% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -3 | -100.0% | 0.00% | – |
| ICE | Exit | INTERCONTINENTAL EXCHANGE IN | $0 | – | -10 | -100.0% | 0.00% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -14 | -100.0% | 0.00% | – |
| KO | Exit | COCA COLA CO | $0 | – | -16 | -100.0% | 0.00% | – |
| AIG | Exit | AMERICAN INTL GROUP INC | $0 | – | -18 | -100.0% | 0.00% | – |
| CI | Exit | CIGNA CORP NEW | $0 | – | -3 | -100.0% | 0.00% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -20 | -100.0% | 0.00% | – |
| PEG | Exit | PUBLIC SVC ENTERPRISE GRP IN | $0 | – | -13 | -100.0% | 0.00% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| MET | Exit | METLIFE INC | $0 | – | -12 | -100.0% | 0.00% | – |
| DOW | Exit | DOW INC | $0 | – | -6 | -100.0% | 0.00% | – |
| WYND | Exit | WYNDHAM DESTINATIONS INC | $0 | – | -26 | -100.0% | 0.00% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -5 | -100.0% | 0.00% | – |
| PLD | Exit | PROLOGIS INC | $0 | – | -8 | -100.0% | 0.00% | – |
| WH | Exit | WYNDHAM HOTELS & RESORTS INC | $0 | – | -26 | -100.0% | 0.00% | – |
| EOG | Exit | EOG RES INC | $0 | – | -7 | -100.0% | 0.00% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -5 | -100.0% | 0.00% | – |
| LUMN | Exit | CENTURYLINK INC | $0 | – | -80 | -100.0% | 0.00% | – |
| CTVA | Exit | CORTEVA INC | $0 | – | -6 | -100.0% | 0.00% | – |
| A | Exit | AGILENT TECHNOLOGIES INC | $0 | – | -8 | -100.0% | 0.00% | – |
| TSN | Exit | TYSON FOODS INCcl a | $0 | – | -18 | -100.0% | 0.00% | – |
| ADS | Exit | ALLIANCE DATA SYSTEMS CORP | $0 | – | -10 | -100.0% | 0.00% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -4 | -100.0% | 0.00% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -6 | -100.0% | 0.00% | – |
| MRO | Exit | MARATHON OIL CORP | $0 | – | -30 | -100.0% | 0.00% | – |
| CCI | Exit | CROWN CASTLE INTL CORP NEW | $0 | – | -2 | -100.0% | 0.00% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -26 | -100.0% | -0.00% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -9 | -100.0% | -0.00% | – |
| EXC | Exit | EXELON CORP | $0 | – | -86 | -100.0% | -0.00% | – |
| HOLX | Exit | HOLOGIC INC | $0 | – | -48 | -100.0% | -0.00% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fftse europe etf | $0 | – | -59 | -100.0% | -0.00% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -36 | -100.0% | -0.00% | – |
| BERY | Exit | BERRY GLOBAL GROUP INC | $0 | – | -30 | -100.0% | -0.00% | – |
| CB | Exit | CHUBB LIMITED | $0 | – | -13 | -100.0% | -0.00% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED FDenergy alphadx | $0 | – | -326 | -100.0% | -0.00% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -26 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -19 | -100.0% | -0.00% | – |
| STLD | Exit | STEEL DYNAMICS INC | $0 | – | -52 | -100.0% | -0.00% | – |
| OPI | Exit | OFFICE PPTYS INCOME TR | $0 | – | -115 | -100.0% | -0.00% | – |
| FLRN | Exit | SPDR SERIES TRUSTblomberg brc inv | $0 | – | -58 | -100.0% | -0.00% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -23 | -100.0% | -0.00% | – |
| LLL | Exit | L3 TECHNOLOGIES INC | $0 | – | -8 | -100.0% | -0.00% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblkstn gsosrln | $0 | – | -47 | -100.0% | -0.00% | – |
| BWX | Exit | SPDR SERIES TRUSTblomberg intl tr | $0 | – | -112 | -100.0% | -0.00% | – |
| AMID | Exit | AMERICAN MIDSTREAM PARTNERS | $0 | – | -866 | -100.0% | -0.00% | – |
| ENR | Exit | ENERGIZER HLDGS INC NEW | $0 | – | -109 | -100.0% | -0.00% | – |
| BND | Exit | VANGUARD BD INDEX FD INCtotal bnd mrkt | $0 | – | -72 | -100.0% | -0.00% | – |
| ILPT | Exit | INDUSTRIAL LOGISTICS PPTYS T | $0 | – | -223 | -100.0% | -0.00% | – |
| EWX | Exit | SPDR INDEX SHS FDSs&p emktsc etf | $0 | – | -146 | -100.0% | -0.00% | – |
| FM | Exit | ISHARES INCmsci frntr100etf | $0 | – | -193 | -100.0% | -0.00% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -56 | -100.0% | -0.00% | – |
| DLS | Exit | WISDOMTREE TRintl smcap div | $0 | – | -90 | -100.0% | -0.00% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -40 | -100.0% | -0.00% | – |
| VNQI | Exit | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $0 | – | -78 | -100.0% | -0.00% | – |
| HYEM | Exit | VANECK VECTORS ETF TRemerging mkts hi | $0 | – | -211 | -100.0% | -0.00% | – |
| KMB | Exit | KIMBERLY CLARK CORP | $0 | – | -50 | -100.0% | -0.00% | – |
| RY | Exit | ROYAL BK CDA MONTREAL QUE | $0 | – | -110 | -100.0% | -0.00% | – |
| DBO | Exit | INVESCO DB MLTI SECTR CMMTYoil fd | $0 | – | -1,000 | -100.0% | -0.00% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -150 | -100.0% | -0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -122 | -100.0% | -0.00% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -80 | -100.0% | -0.00% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -87 | -100.0% | -0.00% | – |
| KHC | Exit | KRAFT HEINZ CO | $0 | – | -245 | -100.0% | -0.00% | – |
| CWI | Exit | SPDR INDEX SHS FDSmsci acwi exus | $0 | – | -220 | -100.0% | -0.00% | – |
| DOO | Exit | WISDOMTREE TRintl div ex finl | $0 | – | -246 | -100.0% | -0.00% | – |
| BAX | Exit | BAXTER INTL INC | $0 | – | -110 | -100.0% | -0.00% | – |
| VER | Exit | VEREIT INC | $0 | – | -1,313 | -100.0% | -0.00% | – |
| VPL | Exit | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $0 | – | -236 | -100.0% | -0.01% | – |
| FDD | Exit | FIRST TR STOXX EURO DIV FD | $0 | – | -1,527 | -100.0% | -0.01% | – |
| FSK | Exit | FS KKR CAPITAL CORP | $0 | – | -3,250 | -100.0% | -0.01% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -189 | -100.0% | -0.01% | – |
| MFC | Exit | MANULIFE FINL CORP | $0 | – | -1,266 | -100.0% | -0.01% | – |
| PDBC | Exit | INVESCO ACTIVELY MANAGD ETFoptimum yield | $0 | – | -1,296 | -100.0% | -0.01% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -377 | -100.0% | -0.01% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -290 | -100.0% | -0.01% | – |
| FV | Exit | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $0 | – | -1,250 | -100.0% | -0.01% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -318 | -100.0% | -0.01% | – |
| MCHI | Exit | ISHARES TRmsci china etf | $0 | – | -677 | -100.0% | -0.01% | – |
| CLNC | Exit | COLONY CR REAL ESTATE INC | $0 | – | -2,684 | -100.0% | -0.01% | – |
| BTI | Exit | BRITISH AMERN TOB PLCsponsored adr | $0 | – | -2,200 | -100.0% | -0.02% | – |
| SPHD | Exit | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $0 | – | -2,000 | -100.0% | -0.03% | – |
| USMV | Exit | ISHARES TRmin vol usa etf | $0 | – | -1,500 | -100.0% | -0.03% | – |
| GDOT | Exit | GREEN DOT CORPcl a | $0 | – | -2,720 | -100.0% | -0.04% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -4,000 | -100.0% | -0.05% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORP | $0 | – | -3,739 | -100.0% | -0.05% | – |
| UN | Exit | UNILEVER N V | $0 | – | -3,118 | -100.0% | -0.06% | – |
| LFUS | Exit | LITTELFUSE INC | $0 | – | -1,091 | -100.0% | -0.06% | – |
| ECL | Exit | ECOLAB INC | $0 | – | -999 | -100.0% | -0.06% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,976 | -100.0% | -0.07% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -2,950 | -100.0% | -0.08% | – |
| INTU | Exit | INTUIT | $0 | – | -946 | -100.0% | -0.08% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -2,181 | -100.0% | -0.08% | – |
| STZ | Exit | CONSTELLATION BRANDS INCcl a | $0 | – | -1,325 | -100.0% | -0.08% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -2,848 | -100.0% | -0.09% | – |
| CTSH | Exit | COGNIZANT TECHNOLOGY SOLUTIOcl a | $0 | – | -4,674 | -100.0% | -0.10% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -6,254 | -100.0% | -0.10% | – |
| FLT | Exit | FLEETCOR TECHNOLOGIES INC | $0 | – | -1,189 | -100.0% | -0.11% | – |
| MKL | Exit | MARKEL CORP | $0 | – | -340 | -100.0% | -0.12% | – |
| IGSB | Exit | ISHARES TRsh tr crport etf | $0 | – | -7,376 | -100.0% | -0.13% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -11,318 | -100.0% | -0.23% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -11,934 | -100.0% | -0.43% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-06
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.