$403 Million is the total value of Crewe Advisors LLC's 473 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 18.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PNTG | Sell | PENNANT GROUP INC | $46,378,000 | -16.3% | 1,133,937 | -6.2% | 11.51% | -16.3% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $33,925,000 | +6.4% | 79,254 | -1.5% | 8.42% | +6.4% |
| CVX | Sell | CHEVRON CORP NEW | $10,668,000 | -0.7% | 101,850 | -0.6% | 2.65% | -0.7% |
| ESGV | Sell | VANGUARD WORLD FDesg us stk etf | $8,136,000 | -19.9% | 101,722 | -26.1% | 2.02% | -19.9% |
| VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $7,402,000 | -16.4% | 115,400 | -20.0% | 1.84% | -16.4% |
| TSLA | Sell | TESLA INC | $6,522,000 | +1.4% | 9,596 | -0.3% | 1.62% | +1.4% |
| AAPL | Sell | APPLE INC | $5,874,000 | -0.1% | 42,886 | -10.9% | 1.46% | -0.1% |
| MDY | Sell | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $4,913,000 | +2.6% | 10,006 | -0.5% | 1.22% | +2.6% |
| V | Sell | VISA INC | $3,551,000 | +10.3% | 15,186 | -0.1% | 0.88% | +10.4% |
| JPST | Sell | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $1,743,000 | -31.8% | 34,359 | -31.8% | 0.43% | -31.9% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,060,000 | +2.2% | 3,813 | -6.1% | 0.26% | +2.3% |
| FB | Sell | FACEBOOK INCcl a | $980,000 | +10.2% | 2,819 | -6.6% | 0.24% | +10.0% |
| XOM | Sell | EXXON MOBIL CORP | $893,000 | +12.2% | 14,164 | -0.7% | 0.22% | +12.7% |
| JPM | Sell | JPMORGAN CHASE & CO | $577,000 | -0.2% | 3,707 | -2.3% | 0.14% | 0.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $359,000 | +14.3% | 147 | -3.3% | 0.09% | +14.1% |
| PFE | Sell | PFIZER INC | $333,000 | -12.6% | 8,509 | -19.0% | 0.08% | -12.6% |
| COST | Sell | COSTCO WHSL CORP NEW | $296,000 | -15.7% | 749 | -24.8% | 0.07% | -16.1% |
| SPB | Sell | SPECTRUM BRANDS HLDGS INC NE | $256,000 | -2.3% | 3,009 | -2.3% | 0.06% | -1.5% |
| JEF | Sell | JEFFERIES FINL GROUP INC | $258,000 | +7.1% | 7,546 | -5.6% | 0.06% | +6.7% |
| DVY | Sell | ISHARES TRselect divid etf | $238,000 | +0.8% | 2,037 | -1.5% | 0.06% | 0.0% |
| FFIN | Sell | FIRST FINL BANKSHARES INC | $238,000 | -47.5% | 4,845 | -50.0% | 0.06% | -47.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $217,000 | 0.0% | 595 | -2.3% | 0.05% | 0.0% |
| PPG | Sell | PPG INDS INC | $198,000 | +9.4% | 1,169 | -2.9% | 0.05% | +8.9% |
| FDX | Sell | FEDEX CORP | $190,000 | 0.0% | 636 | -4.8% | 0.05% | 0.0% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $181,000 | +7.1% | 359 | -3.0% | 0.04% | +7.1% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $165,000 | +12.2% | 66 | -7.0% | 0.04% | +13.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $152,000 | +6.3% | 1,205 | -1.9% | 0.04% | +8.6% |
| BKNG | Sell | BOOKING HOLDINGS INC | $131,000 | -20.6% | 60 | -15.5% | 0.03% | -22.0% |
| TJX | Sell | TJX COS INC NEW | $130,000 | -15.6% | 1,932 | -17.2% | 0.03% | -15.8% |
| HD | Sell | HOME DEPOT INC | $131,000 | +3.1% | 410 | -1.7% | 0.03% | 0.0% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $124,000 | -3.9% | 1,850 | -9.8% | 0.03% | -3.1% |
| SBUX | Sell | STARBUCKS CORP | $124,000 | 0.0% | 1,107 | -2.6% | 0.03% | 0.0% |
| AZN | Sell | ASTRAZENECA PLCsponsored adr | $112,000 | +5.7% | 1,874 | -12.0% | 0.03% | +7.7% |
| CSCO | Sell | CISCO SYS INC | $95,000 | +1.1% | 1,790 | -2.0% | 0.02% | +4.3% |
| TPVG | Sell | TRIPLEPOINT VENTURE GROWTH B | $80,000 | -25.9% | 5,250 | -30.0% | 0.02% | -25.9% |
| APTV | Sell | APTIV PLC | $77,000 | +6.9% | 488 | -6.9% | 0.02% | +5.6% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $76,000 | -37.7% | 337 | -37.2% | 0.02% | -36.7% |
| OTIS | Sell | OTIS WORLDWIDE CORP | $76,000 | +13.4% | 933 | -5.1% | 0.02% | +11.8% |
| TTE | Sell | TOTALENERGIES SEsponsored ads | $71,000 | -10.1% | 1,571 | -7.9% | 0.02% | -10.0% |
| AMP | Sell | AMERIPRISE FINL INC | $71,000 | 0.0% | 285 | -6.6% | 0.02% | 0.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $69,000 | +9.5% | 608 | -1.3% | 0.02% | +6.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $70,000 | +16.7% | 120 | -5.5% | 0.02% | +13.3% |
| GDXJ | Sell | VANECK VECTORS ETF TRjr gold miners e | $47,000 | -36.5% | 1,010 | -38.6% | 0.01% | -33.3% |
| DLTR | Sell | DOLLAR TREE INC | $47,000 | -25.4% | 474 | -14.3% | 0.01% | -25.0% |
| MCK | Sell | MCKESSON CORP | $46,000 | -19.3% | 238 | -18.5% | 0.01% | -21.4% |
| LOW | Sell | LOWES COS INC | $44,000 | -31.2% | 225 | -33.4% | 0.01% | -31.2% |
| ZTS | Sell | ZOETIS INCcl a | $42,000 | +7.7% | 228 | -7.7% | 0.01% | 0.0% |
| INTU | Sell | INTUIT | $42,000 | +20.0% | 85 | -6.6% | 0.01% | +11.1% |
| TXN | Sell | TEXAS INSTRS INC | $38,000 | -7.3% | 200 | -8.7% | 0.01% | -10.0% |
| AXP | Sell | AMERICAN EXPRESS CO | $37,000 | +5.7% | 226 | -7.8% | 0.01% | 0.0% |
| DAL | Sell | DELTA AIR LINES INC DEL | $37,000 | -58.0% | 853 | -53.4% | 0.01% | -59.1% |
| UAL | Sell | UNITED AIRLS HLDGS INC | $31,000 | -20.5% | 594 | -12.1% | 0.01% | -20.0% |
| WAB | Sell | WABTEC | $31,000 | +3.3% | 373 | -0.5% | 0.01% | +14.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $31,000 | -70.2% | 229 | -70.1% | 0.01% | -69.2% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $30,000 | -3.2% | 1,155 | -13.0% | 0.01% | -12.5% |
| NKE | Sell | NIKE INCcl b | $23,000 | -11.5% | 148 | -25.3% | 0.01% | 0.0% |
| ABT | Sell | ABBOTT LABS | $23,000 | -36.1% | 202 | -32.4% | 0.01% | -33.3% |
| QCOM | Sell | QUALCOMM INC | $26,000 | -7.1% | 181 | -14.6% | 0.01% | -14.3% |
| MDT | Sell | MEDTRONIC PLC | $25,000 | -21.9% | 204 | -24.2% | 0.01% | -25.0% |
| MKL | Sell | MARKEL CORP | $23,000 | -14.8% | 19 | -20.8% | 0.01% | -14.3% |
| SPGI | Sell | S&P GLOBAL INC | $22,000 | 0.0% | 53 | -15.9% | 0.01% | 0.0% |
| RYAAY | Sell | RYANAIR HOLDINGS PLCsponsored ads | $19,000 | -17.4% | 179 | -9.1% | 0.01% | -16.7% |
| GM | Sell | GENERAL MTRS CO | $20,000 | -33.3% | 341 | -34.0% | 0.01% | -28.6% |
| TT | Sell | TRANE TECHNOLOGIES PLC | $22,000 | -12.0% | 119 | -19.6% | 0.01% | -16.7% |
| PEP | Sell | PEPSICO INC | $18,000 | -69.0% | 121 | -70.3% | 0.00% | -71.4% |
| CAT | Sell | CATERPILLAR INC | $15,000 | -40.0% | 70 | -34.6% | 0.00% | -33.3% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $16,000 | -40.7% | 80 | -40.7% | 0.00% | -42.9% |
| CTVA | Sell | CORTEVA INC | $15,000 | -21.1% | 349 | -13.8% | 0.00% | -20.0% |
| BAC | Sell | BK OF AMERICA CORP | $18,000 | -47.1% | 436 | -50.3% | 0.00% | -50.0% |
| ETN | Sell | EATON CORP PLC | $13,000 | -35.0% | 90 | -37.5% | 0.00% | -40.0% |
| AVGO | Sell | BROADCOM INC | $13,000 | -13.3% | 28 | -15.2% | 0.00% | -25.0% |
| SPCE | Sell | VIRGIN GALACTIC HOLDINGS INC | $12,000 | +33.3% | 250 | -16.7% | 0.00% | +50.0% |
| VTRS | Sell | VIATRIS INC | $11,000 | -21.4% | 743 | -25.0% | 0.00% | 0.0% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $10,000 | -9.1% | 850 | -37.0% | 0.00% | -33.3% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $8,000 | -42.9% | 30 | -45.5% | 0.00% | -33.3% |
| QRVO | Sell | QORVO INC | $9,000 | -25.0% | 46 | -32.4% | 0.00% | -33.3% |
| KMX | Sell | CARMAX INC | $7,000 | -50.0% | 53 | -49.0% | 0.00% | -33.3% |
| ESGR | Sell | ENSTAR GROUP LIMITED | $8,000 | -11.1% | 32 | -13.5% | 0.00% | 0.0% |
| MRK | Sell | MERCK & CO INC | $10,000 | -80.8% | 125 | -81.5% | 0.00% | -84.6% |
| SWN | Sell | SOUTHWESTERN ENERGY CO | $4,000 | -50.0% | 699 | -60.4% | 0.00% | -50.0% |
| WELL | Sell | WELLTOWER INC | $5,000 | -54.5% | 63 | -59.6% | 0.00% | -66.7% |
| WSO | Sell | WATSCO INC | $3,000 | -70.0% | 11 | -70.3% | 0.00% | -50.0% |
| DOV | Sell | DOVER CORP | $4,000 | -33.3% | 25 | -41.9% | 0.00% | 0.0% |
| ST | Sell | SENSATA TECHNOLOGIES HLDG PL | $6,000 | -45.5% | 104 | -46.1% | 0.00% | -66.7% |
| HLI | Sell | HOULIHAN LOKEY INCcl a | $3,000 | -66.7% | 39 | -70.5% | 0.00% | -50.0% |
| MS | Sell | MORGAN STANLEY | $3,000 | -83.3% | 35 | -85.1% | 0.00% | -75.0% |
| FIZZ | Sell | NATIONAL BEVERAGE CORP | $3,000 | -72.7% | 70 | -70.1% | 0.00% | -66.7% |
| HDB | Sell | HDFC BANK LTDsponsored ads | $4,000 | -66.7% | 52 | -65.6% | 0.00% | -66.7% |
| ABB | Sell | ABB LTDsponsored adr | $5,000 | -50.0% | 154 | -54.8% | 0.00% | -50.0% |
| AIN | Sell | ALBANY INTL CORPcl a | $6,000 | -25.0% | 62 | -33.3% | 0.00% | -50.0% |
| SMG | Sell | SCOTTS MIRACLE-GRO COcl a | $6,000 | -68.4% | 31 | -60.8% | 0.00% | -80.0% |
| EBAY | Sell | EBAY INC. | $4,000 | -69.2% | 62 | -71.3% | 0.00% | -66.7% |
| EMR | Sell | EMERSON ELEC CO | $4,000 | -33.3% | 40 | -42.9% | 0.00% | 0.0% |
| AMG | Sell | AFFILIATED MANAGERS GROUP IN | $3,000 | -81.2% | 18 | -83.0% | 0.00% | -75.0% |
| TRN | Sell | TRINITY INDS INC | $4,000 | -42.9% | 140 | -46.4% | 0.00% | -50.0% |
| ASGN | Sell | ASGN INC | $3,000 | -70.0% | 33 | -67.6% | 0.00% | -50.0% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,000 | -83.3% | 35 | -82.8% | 0.00% | -83.3% |
| MFC | Sell | MANULIFE FINL CORP | $6,000 | -40.0% | 290 | -35.8% | 0.00% | -50.0% |
| YUMC | Sell | YUM CHINA HLDGS INC | $4,000 | -55.6% | 64 | -58.2% | 0.00% | -50.0% |
| CB | Sell | CHUBB LIMITED | $4,000 | -50.0% | 26 | -50.9% | 0.00% | -50.0% |
| PAYC | Sell | PAYCOM SOFTWARE INC | $3,000 | -57.1% | 8 | -57.9% | 0.00% | -50.0% |
| YPF | Sell | YPF SOCIEDAD ANONIMAspon adr cl d | $4,000 | -50.0% | 950 | -48.6% | 0.00% | -50.0% |
| TEL | Sell | TE CONNECTIVITY LTD | $6,000 | -33.3% | 45 | -38.4% | 0.00% | -50.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,000 | -42.9% | 10 | -50.0% | 0.00% | -50.0% |
| LSTR | Sell | LANDSTAR SYS INC | $4,000 | -50.0% | 24 | -48.9% | 0.00% | -50.0% |
| BRKS | Sell | BROOKS AUTOMATION INC NEW | $3,000 | -81.2% | 33 | -82.7% | 0.00% | -75.0% |
| CBRE | Sell | CBRE GROUP INCcl a | $6,000 | -68.4% | 70 | -71.0% | 0.00% | -80.0% |
| J | Sell | JACOBS ENGR GROUP INC | $6,000 | -57.1% | 48 | -54.3% | 0.00% | -66.7% |
| TXT | Sell | TEXTRON INC | $1,000 | -83.3% | 20 | -81.1% | 0.00% | -100.0% |
| AL | Sell | AIR LEASE CORPcl a | $1,000 | -83.3% | 23 | -82.3% | 0.00% | -100.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $2,000 | -75.0% | 48 | -70.6% | 0.00% | -100.0% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $1,000 | -85.7% | 23 | -81.1% | 0.00% | -100.0% |
| BMI | Sell | BADGER METER INC | $2,000 | -66.7% | 21 | -68.2% | 0.00% | -100.0% |
| CAKE | Sell | CHEESECAKE FACTORY INC | $2,000 | -83.3% | 30 | -85.7% | 0.00% | -100.0% |
| CFG | Sell | CITIZENS FINL GROUP INC | $2,000 | -83.3% | 37 | -86.4% | 0.00% | -100.0% |
| CBRL | Sell | CRACKER BARREL OLD CTRY STOR | $2,000 | -60.0% | 15 | -44.4% | 0.00% | -100.0% |
| CMI | Sell | CUMMINS INC | $2,000 | -33.3% | 10 | -16.7% | 0.00% | -100.0% |
| FITB | Sell | FIFTH THIRD BANCORP | $1,000 | -87.5% | 20 | -90.1% | 0.00% | -100.0% |
| FRC | Sell | FIRST REP BK SAN FRANCISCO C | $1,000 | -85.7% | 6 | -84.6% | 0.00% | -100.0% |
| IDXX | Sell | IDEXX LABS INC | $1,000 | -83.3% | 1 | -91.7% | 0.00% | -100.0% |
| IP | Sell | INTERNATIONAL PAPER CO | $1,000 | -85.7% | 23 | -81.1% | 0.00% | -100.0% |
| LNC | Sell | LINCOLN NATL CORP IND | $0 | -100.0% | 6 | -95.2% | 0.00% | -100.0% |
| MET | Sell | METLIFE INC | $1,000 | -80.0% | 16 | -81.8% | 0.00% | -100.0% |
| MHK | Sell | MOHAWK INDS INC | $2,000 | -81.8% | 10 | -82.1% | 0.00% | -100.0% |
| NCR | Sell | NCR CORP NEW | $2,000 | -75.0% | 35 | -82.8% | 0.00% | -100.0% |
| NWS | Sell | NEWS CORP NEWcl b | $2,000 | -80.0% | 73 | -82.9% | 0.00% | -100.0% |
| ON | Sell | ON SEMICONDUCTOR CORP | $2,000 | -75.0% | 43 | -76.6% | 0.00% | -100.0% |
| PHM | Sell | PULTE GROUP INC | $1,000 | -75.0% | 20 | -76.2% | 0.00% | -100.0% |
| SLM | Sell | SLM CORP | $2,000 | -83.3% | 117 | -82.3% | 0.00% | -100.0% |
| SITE | Sell | SITEONE LANDSCAPE SUPPLY INC | $2,000 | -85.7% | 14 | -83.3% | 0.00% | -100.0% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $2,000 | -66.7% | 12 | -58.6% | 0.00% | -100.0% |
| SYF | Sell | SYNCHRONY FINANCIAL | $1,000 | -85.7% | 29 | -82.3% | 0.00% | -100.0% |
| URI | Sell | UNITED RENTALS INC | $2,000 | -77.8% | 5 | -80.8% | 0.00% | -100.0% |
| WDFC | Sell | WD 40 CO | $2,000 | -77.8% | 9 | -67.9% | 0.00% | -100.0% |
| JCI | Sell | JOHNSON CTLS INTL PLC | $2,000 | -75.0% | 26 | -80.3% | 0.00% | -100.0% |
| LIN | Sell | LINDE PLC | $2,000 | -96.8% | 7 | -96.8% | 0.00% | -100.0% |
| SCI | Exit | SERVICE CORP INTL | $0 | – | -10 | -100.0% | 0.00% | – |
| XLRE | Exit | SELECT SECTOR SPDR TRrl est sel sec | $0 | – | -11 | -100.0% | 0.00% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -4 | -100.0% | 0.00% | – |
| PRG | Exit | PROG HOLDINGS INC | $0 | – | -48 | -100.0% | 0.00% | – |
| XLE | Exit | SELECT SECTOR SPDR TRenergy | $0 | – | -17 | -100.0% | 0.00% | – |
| RIG | Exit | TRANSOCEAN LTD | $0 | – | -200 | -100.0% | 0.00% | – |
| XLI | Exit | SELECT SECTOR SPDR TRsbi int-inds | $0 | – | -12 | -100.0% | 0.00% | – |
| HOL | Exit | HOLICITY INC | $0 | – | -5 | -100.0% | 0.00% | – |
| GLUU | Exit | GLU MOBILE INC | $0 | – | -10 | -100.0% | 0.00% | – |
| APHA | Exit | APHRIA INC | $0 | – | -27 | -100.0% | 0.00% | – |
| VAR | Exit | VARIAN MED SYS INC | $0 | – | -5 | -100.0% | 0.00% | – |
| IPGP | Exit | IPG PHOTONICS CORP | $0 | – | -28 | -100.0% | -0.00% | – |
| JWN | Exit | NORDSTROM INC | $0 | – | -135 | -100.0% | -0.00% | – |
| DB | Exit | DEUTSCHE BANK A Gnamen akt | $0 | – | -300 | -100.0% | -0.00% | – |
| TOL | Exit | TOLL BROTHERS INC | $0 | – | -100 | -100.0% | -0.00% | – |
| BYND | Exit | BEYOND MEAT INC | $0 | – | -50 | -100.0% | -0.00% | – |
| IPOE | Exit | SOCIAL CAPITAL HEDOSOPHA HLD | $0 | – | -500 | -100.0% | -0.00% | – |
| THO | Exit | THOR INDS INC | $0 | – | -75 | -100.0% | -0.00% | – |
| CLGX | Exit | CORELOGIC INC | $0 | – | -134 | -100.0% | -0.00% | – |
| PMM | Exit | PUTNAM MANAGED MUN INCOME TR | $0 | – | -2,500 | -100.0% | -0.01% | – |
| NEA | Exit | NUVEEN AMT FREE QLTY MUN INC | $0 | – | -1,500 | -100.0% | -0.01% | – |
| MRVL | Exit | MARVELL TECHNOLOGY GROUP LTDord | $0 | – | -540 | -100.0% | -0.01% | – |
| VFC | Exit | V F CORP | $0 | – | -291 | -100.0% | -0.01% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -1,500 | -100.0% | -0.01% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -362 | -100.0% | -0.01% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -2,826 | -100.0% | -0.01% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -400 | -100.0% | -0.01% | – |
| KDMN | Exit | KADMON HLDGS INC | $0 | – | -20,000 | -100.0% | -0.02% | – |
| DLY | Exit | DOUBLELINE YIELD OPPORTUNITI | $0 | – | -7,500 | -100.0% | -0.04% | – |
| KMT | Exit | KENNAMETAL INC | $0 | – | -5,000 | -100.0% | -0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-11
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.