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CIK: 0001730033
Total reported value
$1.4B
$1.4B
713 檔
28.7%
As reported in its official Q3 2024 Form 13F filing, Crewe Advisors LLC's tracked investment portfolio stood at $1.4B with 713 total positions.
In Q3 2024, Crewe Advisors LLC adopted a defensive or profit-taking posture, trimming 3 positions and completely liquidating 23 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ENSG, IVV, SPY) accounted for 28.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 713 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 18.53% | -0.01% | +0.93% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.98% | -0.40% | +6.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.51% | +0.09% | +2.75% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.46% | -0.01% | +6.38% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.49% | -0.45% | — | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 4.07% | -0.55% | +10.44% | |
| 7 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 3.67% | — | +0.07% | |
| 8 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 3.48% | -0.14% | +1.98% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.40% | -0.09% | +5.92% | |
| 10 | PNTG | Pennant Group Inc/the | Stock-Other | 3.08% | — | +1.63% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.93% | -0.03% | — | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.07% | +0.01% | +0.12% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.77% | -0.13% | +19.48% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.75% | -0.12% | +3.70% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.64% | +0.20% | +6.23% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.55% | -0.01% | -0.17% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.52% | — | -6.49% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.38% | -0.08% | +124.33% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.12% | +0.10% | +23.31% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.09% | -0.51% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.01% | +0.02% | -13.93% | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.00% | -0.02% | -66.34% | |
| 23 | AMD | Advanced Micro Devices | Stock-Tech | 0.79% | +1.01% | -0.01% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.70% | -0.07% | +3.12% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.68% | -0.02% | -7.86% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | -0.03% | +0.26% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.03% | -1.01% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | -0.07% | +40.08% | |
| 29 | WCN | Waste Connections Inc | Stock-Industrials | 0.49% | — | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.02% | +5.63% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.40% | +0.19% | +34539.80% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.36% | EXIT | |
| 33 | MCO | Moody's CORP | Stock-Financials | 0.38% | -0.04% | +0.18% | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.33% | -0.01% | +0.33% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.33% | -0.01% | +21.31% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.32% | -0.02% | — | |
| 37 | EQT | Eqt CORP | Stock-Energy | 0.32% | -0.12% | +63661.02% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.02% | +3.02% | |
| 39 | CGUS | Cap Group Core Equity | ETF-Other | 0.25% | — | +214.66% | |
| 40 | RWAY | Runway Growth Finance CORP | Stock-Other | 0.21% | -0.03% | — | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.20% | -0.03% | -1.24% | |
| 42 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.01% | -6.33% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.19% | +0.04% | +1.07% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.03% | -33.15% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.02% | +7.47% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.18% | — | -0.10% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.17% | -0.01% | -0.29% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.15% | — | +0.65% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | — | +2.14% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.14% | -0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ENSG | Ensign Group Inc/the | +3.3% | +0.93% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.5% | +6.26% | Add |
| 3 | PNTG | Pennant Group Inc/the | +1.2% | +1.63% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +124.33% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.8% | +6.38% | Add |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +2.75% | Add |
| 7 | BND | Vanguard Total Bond Market | +0.7% | +10.44% | Add |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | — | Unchanged |
| 9 | WCN | Waste Connections Inc | +0.5% | NEW | New buy |
| 10 | MDY | State Street Spdr S&p Midcap | +0.5% | +5.92% | Add |
| 11 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +34539.80% | Add |
| 12 | MUB | Ishares National Muni Bond E | +0.4% | +19.48% | Add |
| 13 | TSLA | Tesla Inc | +0.3% | -6.49% | Trim |
| 14 | VB | Vanguard Small-cap ETF | +0.3% | — | Unchanged |
| 15 | EQT | Eqt CORP | +0.3% | +63661.02% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.3% | +23.31% | Add |
| 17 | ESGV | Vanguard Esg US Stock ETF | +0.3% | +0.07% | Add |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +3.70% | Add |
| 19 | IWM | Ishares Russell 2000 ETF | +0.2% | +0.12% | Add |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +1.98% | Add |
| 21 | RWAY | Runway Growth Finance CORP | +0.2% | NEW | New buy |
| 22 | CGUS | Cap Group Core Equity | +0.2% | +214.66% | Add |
| 23 | VGT | Vanguard Info Tech ETF | +0.2% | +6.23% | Add |
| 24 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +40.08% | Add |
| 25 | VKTX | Viking Therapeutics Inc | +0.1% | NEW | New buy |
| 26 | ORCL | Oracle CORP | -0.1% | EXIT | Sold out |
| 27 | SHW | Sherwin-williams Co/the | -0.1% | EXIT | Sold out |
| 28 | JPST | Jpmorgan Ultra-short Income | -0.1% | -13.93% | Trim |
| 29 | MA | Mastercard Inc - A | -0.1% | EXIT | Sold out |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.2% | EXIT | Sold out |
| 31 | ANETEUR | Arista Networks Inc | -0.2% | EXIT | Sold out |
| 32 | LLY | Eli Lilly & Co | -0.2% | EXIT | Sold out |
| 33 | AVGO | Broadcom Inc | -0.2% | EXIT | Sold out |
| 34 | JPM | Jpmorgan Chase & Co | -0.2% | EXIT | Sold out |
| 35 | ADBE | Adobe Inc | -0.2% | EXIT | Sold out |
| 36 | HD | Home Depot Inc | -0.2% | EXIT | Sold out |
| 37 | HELO | Jpmorgan Hedged Equity ETF | -0.2% | EXIT | Sold out |
| 38 | TJX | Tjx Companies Inc | -0.2% | EXIT | Sold out |
| 39 | VCIT | Vanguard Int-term Corporate | -0.3% | EXIT | Sold out |
| 40 | NFLX | Netflix Inc | -0.4% | EXIT | Sold out |
| 41 | META | Meta Platforms Inc-class A | -0.4% | EXIT | Sold out |
| 42 | NVDA | Nvidia CORP | -0.5% | EXIT | Sold out |
| 43 | V | Visa Inc-class A Shares | -0.6% | EXIT | Sold out |
| 44 | GOOGL | Alphabet Inc-cl A | -0.6% | EXIT | Sold out |
| 45 | AMZN | Amazon.com Inc | -0.7% | EXIT | Sold out |
| 46 | GOOG | Alphabet Inc-cl C | -0.9% | EXIT | Sold out |
| 47 | VSGX | Vanguard Esg Intl Stock ETF | -1.7% | -66.34% | Trim |
| 48 | AAPL | Apple Inc | -1.8% | EXIT | Sold out |
| 49 | CVX | Chevron CORP | -2.1% | EXIT | Sold out |
| 50 | MSFT | Microsoft CORP | -2.5% | EXIT | Sold out |
According to official SEC Form 13F filings, Crewe Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 713 disclosed positions in Q3 2024.
During Q3 2024, Crewe Advisors LLC's top holdings by market value included ENSG (18.5%)、IVV (11.0%)、SPY (6.5%). The largest single position, ENSG, represented 18.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
WCN
市值: $4.2M
Top Position Liquidated / Trimmed
MSFT
前期市值: $22.2M
In Q3 2024, Crewe Advisors LLC made 48 total portfolio adjustments, initiating 3 new buys, adding to 19 positions, trimming 3 holdings, and fully liquidating 23 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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