13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001730033
Total reported value
$1.4B
$1.4B
646 檔
20.5%
The Q4 2024 SEC filing reveals that Crewe Advisors LLC held a total portfolio value of $1.4B, covering 646 public equity positions.
In Q4 2024, Crewe Advisors LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SPY, IJH) accounted for 20.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 646 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.63% | -0.40% | +9.80% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.83% | +0.09% | -0.89% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.00% | -0.01% | +7.83% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.98% | -0.45% | -5.36% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.66% | -0.12% | +148.97% | |
| 6 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 4.51% | — | +0.14% | |
| 7 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 4.11% | -0.14% | +1.02% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 4.00% | -0.09% | -0.83% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.66% | +0.05% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 3.52% | -0.03% | — | |
| 11 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.66% | +0.19% | +459.68% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.45% | — | -12.08% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.44% | +0.01% | -1.20% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 2.15% | -0.13% | +4.24% | |
| 15 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.06% | +0.20% | -0.21% | |
| 16 | PACS | Pacs Group Inc | Stock-Other | 2.01% | +2.67% | +66972.86% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.90% | -0.01% | +0.49% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.64% | +0.10% | +24.83% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.08% | -0.79% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | +0.09% | +0.45% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.10% | -0.02% | — | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.00% | +0.02% | -15.97% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.75% | -0.02% | -1.60% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.75% | -0.07% | -0.85% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.03% | +0.05% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +1.01% | -6.81% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | -0.07% | +1.41% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.03% | -3.65% | |
| 29 | WCN | Waste Connections Inc | Stock-Industrials | 0.56% | — | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.02% | -2.91% | |
| 31 | EQT | Eqt CORP | Stock-Energy | 0.48% | -0.12% | -0.16% | |
| 32 | MCO | Moody's CORP | Stock-Financials | 0.42% | -0.04% | -5.76% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.02% | -4.06% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.36% | EXIT | |
| 35 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 0.37% | -0.01% | -98.16% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.02% | +191.47% | |
| 37 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.29% | -0.01% | -18.35% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.27% | -0.02% | — | |
| 39 | RWAY | Runway Growth Finance CORP | Stock-Other | 0.26% | -0.03% | — | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.25% | -0.03% | +8.03% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.03% | +1.50% | |
| 42 | XLK | Ss Technology Select Sector | ETF-Tech | 0.23% | +0.04% | -2.30% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.23% | -0.01% | -0.09% | |
| 44 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.22% | -0.01% | -44.07% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.20% | +0.02% | +0.51% | |
| 46 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.01% | -12.36% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.19% | — | +0.79% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | — | — | |
| 49 | GLD | Spdr Gold Shares | ETF-Commodities | 0.17% | -0.05% | — | |
| 50 | AYS1 | Sandstorm Gold LTD | Stock-Other | 0.15% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +3.7% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +3.7% | +9.80% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +2.9% | +148.97% | Add |
| 4 | PULS | Pgim Ultra Short Bond ETF | +2.3% | +459.68% | Add |
| 5 | PACS | Pacs Group Inc | +2% | +66972.86% | Add |
| 6 | IJH | Ishares Core S&p Midcap ETF | +1.5% | +7.83% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | -0.89% | Trim |
| 8 | TSLA | Tesla Inc | +0.9% | -12.08% | Trim |
| 9 | ESGV | Vanguard Esg US Stock ETF | +0.8% | +0.14% | Add |
| 10 | MDY | State Street Spdr S&p Midcap | +0.6% | -0.83% | Trim |
| 11 | VB | Vanguard Small-cap ETF | +0.6% | — | Unchanged |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.5% | +24.83% | Add |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | -5.36% | Trim |
| 14 | VGT | Vanguard Info Tech ETF | +0.4% | -0.21% | Trim |
| 15 | MUB | Ishares National Muni Bond E | +0.4% | +4.24% | Add |
| 16 | IWM | Ishares Russell 2000 ETF | +0.4% | -1.20% | Trim |
| 17 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.49% | Add |
| 18 | TJX | Tjx Companies Inc | +0.3% | NEW | New buy |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.45% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.79% | Trim |
| 21 | EQT | Eqt CORP | +0.2% | -0.16% | Trim |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | — | Unchanged |
| 23 | SUB | Ishares Short-term National | +0.1% | +149.66% | Add |
| 24 | PFF | Ishares Preferred & Income S | +0.1% | -1.60% | Trim |
| 25 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.85% | Trim |
| 26 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.05% | Add |
| 27 | INTU | Intuit Inc | +0.1% | NEW | New buy |
| 28 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 29 | FISV | Fiserv Inc | 0% | NEW | New buy |
| 30 | MCO | Moody's CORP | 0% | -5.76% | Trim |
| 31 | VWO | Vanguard Ftse Emerging Marke | 0% | -3.65% | Trim |
| 32 | NUE | Nucor CORP | 0% | +691.02% | Add |
| 33 | IEMG | Ishares Core Msci Emerging | 0% | -2.91% | Trim |
| 34 | XOM | Exxon Mobil CORP | — | -7.26% | Trim |
| 35 | PG | Procter & Gamble Co/the | — | -12.36% | Trim |
| 36 | JPST | Jpmorgan Ultra-short Income | 0% | -15.97% | Trim |
| 37 | MRK | Merck & Co. Inc. | 0% | -9.62% | Trim |
| 38 | INTC | Intel CORP | 0% | -12.02% | Trim |
| 39 | ABBV | Abbvie Inc | 0% | -22.16% | Trim |
| 40 | DINO | Hf Sinclair CORP | 0% | EXIT | Sold out |
| 41 | TLH | Ishares 10-20 Year Treasury | 0% | EXIT | Sold out |
| 42 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -18.35% | Trim |
| 43 | ✓ | Hamilton Insurance Group LTD | -0.1% | -55.55% | Trim |
| 44 | VKTX | Viking Therapeutics Inc | -0.1% | -49.15% | Trim |
| 45 | DGRO | Ishares Core Dividend Growth | -0.1% | -44.07% | Trim |
| 46 | AMD | Advanced Micro Devices | -0.2% | -6.81% | Trim |
| 47 | CGUS | Cap Group Core Equity | -0.3% | EXIT | Sold out |
| 48 | PNTG | Pennant Group Inc/the | -3% | -97.75% | Trim |
| 49 | BND | Vanguard Total Bond Market | -4.1% | EXIT | Sold out |
| 50 | ENSG | Ensign Group Inc/the | -18.2% | -98.16% | Trim |
According to official SEC Form 13F filings, Crewe Advisors LLC reported a total U.S. public equity portfolio value of $1.4B across 646 disclosed positions in Q4 2024.
During Q4 2024, Crewe Advisors LLC's top holdings by market value included IVV (14.6%)、SPY (7.8%)、IJH (7.0%). The largest single position, IVV, represented 14.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
NVDA
市值: $26.5M
Top Position Liquidated / Trimmed
BND
前期市值: $35.1M
In Q4 2024, Crewe Advisors LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 13 positions, trimming 26 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.