Crewe Advisors LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Crewe Advisors LLC reported 926 stock positions worth $858.1 million. Its top holding was Ensign (ENSG) at 16.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 8.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 5.8%). Compared with Q4 2023, it opened 623 new positions, sold out of 109, added to 75 and reduced 68. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Ensign (ENSG, shares −9%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001730033
Portfolio Value
$858.1M (Q1 2024)
SEC Filing
0001730033-24-000002 ↗ filed May 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $858.1M $858.1M Q1 2024 Q2 2024: $892.4M Q2 2024 Q3 2024: $862.2M Q3 2024 Q4 2024: $725.2M Q4 2024 Q1 2025: $711.6M Q1 2025 Q2 2025: $706.8M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.1B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 926 stocks · $858.1M
ENSG The Ensign Group Inc. 15.96% 1,100,471 $136.9M Reduce -9.1%
IVV iShares Core S&P 500 ETF 8.85% 144,433 $75.9M Add +3.0%
SPY SS SPDR S&P 500 ETF Trust-US 5.75% 94,408 $49.4M Add +0.3%
IJH iShares Core S&P Midcap ETF 4.74% 669,746 $40.7M Add +1.6%
BRK.A Berkshire Hathaway Inc. Class A 4.14% 56 $35.5M No change
ESGV Vanguard ESG US Stock ETF 3.43% 315,488 $29.4M Add +0.2%
BND Vanguard Total Bond Market 3.23% 381,691 $27.7M Add +5.4%
DBEF Xtrackers MSCI Eafe Hedged E 3.20% 671,325 $27.5M Add +1.4%
MDY State Street SPDR S&P Midcap 3.14% 48,448 $27.0M Reduce -0.7%
VSGX Vanguard ESG Intl Stock ETF 3.00% 447,251 $25.7M Reduce -3.4%
VB Vanguard Most SM-Cap ETF-Usd 2.83% 106,356 $24.3M Reduce -0.2%
MSFT Microsoft Corp. 2.48% 50,584 $21.3M New
CVX Chevron Corp. 2.22% 120,618 $19.0M New
IWM iShares Russell 2000 ETF 2.06% 84,199 $17.7M Reduce -12.3%
PNTG The Pennant Group Inc. 1.67% 731,031 $14.4M Reduce -34.0%
IEFA iShares Core MSCI Eafe ETF 1.61% 185,713 $13.8M Reduce -0.2%
AAPL Apple Inc. 1.56% 77,899 $13.4M New
VOO Vanguard S&P 500 ETF 1.42% 25,292 $12.2M Add +15.9%
VGT Vanguard Info Tech ETF 1.38% 22,642 $11.9M No change
MUB iShares National Muni Bond E 1.32% 105,518 $11.4M Add +52.0%
JPST JPMorgan Ultra-Short Income 1.20% 203,946 $10.3M Add +0.5%
TSLA Tesla Inc. 1.13% 55,199 $9.7M New
QQQ Invesco QQQ Trust Series 1 0.97% 18,827 $8.4M Add +12.8%
AMD Advanced Micro Devices 0.87% 41,521 $7.5M New
PFF iShares Preferred & Income S 0.80% 213,576 $6.9M Reduce -21.7%
GOOG Alphabet Inc. Class C 0.74% 41,978 $6.4M New
IJR iShares Core S&P Small-Cap E 0.67% 52,396 $5.8M Add +103.9%
AMZN Amazon.com Inc. 0.63% 29,800 $5.4M New
V Visa Inc. Class A 0.61% 18,848 $5.3M New
EFA iShares MSCI Eafe ETF 0.60% 64,688 $5.2M Add +1.0%
BRK.B Berkshire Hathaway Inc. Class B 0.58% 11,847 $5.0M Add +7.0%
GOOGL Alphabet Inc. Class A 0.54% 30,711 $4.6M New
VWO Vanguard Ftse Emerging Marke 0.44% 90,391 $3.8M Reduce -0.0%
MCO Moody's Corp. 0.42% 9,063 $3.6M New
NVDA Nvidia Corp. 0.40% 3,838 $3.5M New
XOM Exxon Mobil Corp. 0.40% 29,368 $3.4M New
META Meta Platforms Inc. Class A 0.37% 6,472 $3.1M New
IEMG iShares Core MSCI Emerging 0.36% 60,354 $3.1M Reduce -1.4%
NFLX Netflix Inc. 0.35% 4,899 $3.0M New
VTI VG Morningstar TS MKT ETF-US 0.33% 10,769 $2.8M Add +0.5%
DGRO iShares Core Dividend Growth 0.30% 45,040 $2.6M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.30% 7,545 $2.5M Reduce -7.9%
SCHD Schwab US DVD Equity ETF 0.27% 28,968 $2.3M Reduce -14.2%
INTC Intel Corp. 0.27% 51,850 $2.3M New
VCIT Vanguard Int-Term Corporate 0.24% 25,821 $2.1M Add +130.4%
SCZ iShares MSCI Eafe Small-Cap 0.24% 32,296 $2.0M Add +7.5%
COST Costco Wholesale Corp. 0.23% 2,732 $2.0M New
HD Home Depot Inc. 0.22% 4,969 $1.9M New
JPM JPMorgan Chase & Co. 0.21% 9,002 $1.8M New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.20% 17,008 $1.7M New
ANET Arista Networks Inc. 0.19% 5,580 $1.6M New
PG The Procter & Gamble Co. 0.18% 9,567 $1.6M New
XLK SS Technology Select Sector 0.17% 7,162 $1.5M Reduce -0.4%
VEA Vanguard Ftse Developed ETF 0.17% 28,522 $1.4M Add +3.6%
MRK Merck & Co. Inc. 0.17% 10,819 $1.4M New
JEPI JPMorgan Equity Premium Inco 0.15% 22,932 $1.3M Add +22.7%
ADBE Adobe Inc. 0.15% 2,605 $1.3M New
MA Mastercard Inc. Class A 0.15% 2,722 $1.3M New
AXP American Express Co. 0.15% 5,595 $1.3M New
VIG Vanguard Dividend Apprec ETF 0.15% 6,886 $1.3M Add +58.1%
VNQ Vanguard Real Estate ETF 0.14% 13,846 $1.2M Add +0.5%
LLY Eli Lilly & Co. 0.14% 1,531 $1.2M New
EEM iShares MSCI Emerging Market 0.14% 28,314 $1.2M Reduce -25.5%
AVGO Broadcom Inc. 0.13% 821 $1.1M New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.12% 4,280 $1.1M Reduce -1.3%
SAND Sandstorm Gold Ltd. 0.12% 199,746 $1.0M No change
SHW The Sherwin-Williams Co. 0.12% 2,979 $1.0M New
SHEL Shell PLC-ADR 0.12% 15,283 $1.0M New
UNH Unitedhealth Group Inc. 0.12% 2,052 $1.0M New
GLD SPDR Gold Shares 0.12% 4,897 $1.0M Add +2.0%
SCHX Schwab US Large-Cap ETF 0.11% 15,508 $962K Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.11% 1,615 $939K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 4,702 $898K New
GIS General Mills Inc. 0.10% 12,025 $841K New
ORCL Oracle Corp. 0.10% 6,670 $838K New
BX Blackstone Inc. 0.09% 6,164 $810K New
AN Autonation Inc. 0.09% 4,761 $788K No change
BA The Boeing Co. 0.09% 3,882 $749K New
VXF Vanguard Extended Market ETF 0.09% 4,207 $737K No change
SHOP Shopify Inc. Class A 0.09% 9,449 $729K New
AMAT Applied Materials Inc. 0.07% 3,118 $643K New
AMP Ameriprise Financial Inc. 0.07% 1,427 $626K New
JNJ Johnson & Johnson 0.07% 3,906 $618K New
CAT Caterpillar Inc. 0.07% 1,655 $606K New
IWV iShares Russell 3000 ETF 0.07% 2,007 $602K No change
CRM Salesforce Inc. 0.07% 1,991 $600K New
RTX RTX Corp. 0.07% 6,047 $590K New
ABBV Abbvie Inc. 0.07% 3,194 $582K New
GE General Electric 0.07% 3,180 $558K New
XLV SS Health Care Select Sector 0.06% 3,671 $542K Add +6.3%
BKNG Booking Holdings Inc. 0.06% 149 $541K New
LOW Lowe's Cos Inc. 0.06% 2,103 $536K New
SDY SS SPDR S&P Dividend ETF 0.06% 3,992 $524K Add +9.5%
APH Amphenol Corp. Class A 0.06% 4,532 $523K New
DUK Duke Energy Corp. 0.06% 5,373 $520K New
AGG iShares Core U.S. Aggregate 0.06% 5,218 $511K No change
XLE SS Energy Select Sector 0.06% 5,396 $509K Add +95.9%
SCHK Schwab 1000 Index ETF 0.06% 10,019 $508K Add +0.1%
INTU Intuit Inc. 0.06% 777 $505K New
SCHB Schwab US Broad Market ETF 0.06% 8,089 $494K Add +5.7%

Show all 926 holdings

Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
SecurityClassShares / PrincipalValueChange
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 62$3KAdd +933.3%

Total filed on the 13F, all lines: $858.1M.

Portfolio Sells Q4 2023 → Q1 2024
ENSG The Ensign Group Inc. Reduce -9.1% 15.96% −5.55
VSGX Vanguard ESG Intl Stock ETF Reduce -3.4% 3.00% −1.05
IWM iShares Russell 2000 ETF Reduce -12.3% 2.06% −0.99
MDY State Street SPDR S&P Midcap Reduce -0.7% 3.14% −0.78
PNTG The Pennant Group Inc. Reduce -34.0% 1.67% −0.77
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.2% 2.83% −0.77
WCN Waste Connections Inc. Sold out 0.00% −0.58
PFF iShares Preferred & Income S Reduce -21.7% 0.80% −0.54
IEFA iShares Core MSCI Eafe ETF Reduce -0.2% 1.61% −0.47
VWO Vanguard Ftse Emerging Marke Reduce -0.0% 0.44% −0.15
SCHD Schwab US DVD Equity ETF Reduce -14.2% 0.27% −0.13
IEMG iShares Core MSCI Emerging Reduce -1.4% 0.36% −0.13
EEM iShares MSCI Emerging Market Reduce -25.5% 0.14% −0.11
IWF iShares Russell 1000 Growth Reduce -7.9% 0.30% −0.10
DGRO iShares Core Dividend Growth Reduce -0.1% 0.30% −0.08
XLF SS Financial Select Sector Reduce -57.0% 0.04% −0.07
QUAL iShares MSCI USA Quality Fac Reduce -58.4% 0.03% −0.05
XLK SS Technology Select Sector Reduce -0.4% 0.17% −0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.3% 0.12% −0.04
EMB iShares JP Morgan Usd Emergi Reduce -24.9% 0.04% −0.03
XLI SS Industrial Select Sector Reduce -92.8% 0.00% −0.03
TIP iShares Tips Bond ETF Reduce -58.3% 0.01% −0.03
ADPT Adaptive Biotechnologies Reduce -1.0% 0.02% −0.02
ZION Zions Bancorp NA Reduce -18.2% 0.02% −0.01
GDX Vaneck Gold Miners ETF Reduce -26.3% 0.01% −0.01
MOAT Vaneck Morningstar Wide Moat Reduce -2.7% 0.03% −0.01
JETS US Global Jets ETF Reduce -55.4% 0.00% −0.01
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -23.0% 0.01% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -13.1% 0.02% −0.01
FOUR SHIFT4 Payments Inc. Class A Reduce -7.1% 0.01% −0.01
VSS Vanguard Ftse All Wo X-US SC Reduce -0.3% 0.02% −0.01
BBEU JPMorgan Betabuilders Europe Reduce -4.5% 0.02% −0.01
SCHP Schwab U.S. Tips ETF Reduce -74.7% 0.00% −0.01
NOBL Proshares S&P 500 Dividend A Reduce -1.6% 0.02% −0.01
SHY iShares 1-3 Year Treasury Bo Reduce -0.5% 0.01% −0.01
IWD iShares Russell 1000 Value E Reduce -0.1% 0.02% −0.01
IQDF NT Intl Qual Div ETF Sold out 0.00% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -10.7% 0.01% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.4% 0.02% −0.00
VYM Vanguard High DVD Yield ETF Reduce -5.3% 0.01% −0.00
TLT iShares 20+ Year Treasury BD Reduce -8.5% 0.01% −0.00
RPAR Rpar Risk Parity ETF Sold out 0.00% −0.00
ST Sensata Technologies Holdplc Sold out 0.00% −0.00
SUSA iShares ESG Optimized MSCI U Reduce -2.7% 0.01% −0.00
COMT iShares Gsci Commodity Dynam Reduce -30.4% 0.00% −0.00
VEU Vanguard Ftse All-World Ex-U Reduce -1.0% 0.01% −0.00
PFXF Vaneck Pref Sec X-Financials Sold out 0.00% −0.00
RDVY First Trust Rising Dividend Reduce -15.6% 0.00% −0.00
PNW Pinnacle West Capital Reduce -0.3% 0.01% −0.00
GNR State Street SPDR S&P Global Reduce -70.3% 0.00% −0.00

Portfolio Buys Q4 2023 → Q1 2024
MSFT Microsoft Corp. New 2.48% +2.48
CVX Chevron Corp. New 2.22% +2.22
AAPL Apple Inc. New 1.56% +1.56
TSLA Tesla Inc. New 1.13% +1.13
AMD Advanced Micro Devices New 0.87% +0.87
GOOG Alphabet Inc. Class C New 0.74% +0.74
AMZN Amazon.com Inc. New 0.63% +0.63
V Visa Inc. Class A New 0.61% +0.61
GOOGL Alphabet Inc. Class A New 0.54% +0.54
MCO Moody's Corp. New 0.42% +0.42
NVDA Nvidia Corp. New 0.40% +0.40
XOM Exxon Mobil Corp. New 0.40% +0.40
META Meta Platforms Inc. Class A New 0.37% +0.37
NFLX Netflix Inc. New 0.35% +0.35
INTC Intel Corp. New 0.27% +0.27
IJR iShares Core S&P Small-Cap E Add +103.9% 0.67% +0.23
COST Costco Wholesale Corp. New 0.23% +0.23
HD Home Depot Inc. New 0.22% +0.22
JPM JPMorgan Chase & Co. New 0.21% +0.21
TJX TJX Companies Inc. New 0.20% +0.20
ANET Arista Networks Inc. New 0.19% +0.19
PG The Procter & Gamble Co. New 0.18% +0.18
MRK Merck & Co. Inc. New 0.17% +0.17
ADBE Adobe Inc. New 0.15% +0.15
MA Mastercard Inc. Class A New 0.15% +0.15
AXP American Express Co. New 0.15% +0.15
LLY Eli Lilly & Co. New 0.14% +0.14
MUB iShares National Muni Bond E Add +52.0% 1.32% +0.13
AVGO Broadcom Inc. New 0.13% +0.13
SHW The Sherwin-Williams Co. New 0.12% +0.12
SHEL Shell PLC-ADR New 0.12% +0.12
UNH Unitedhealth Group Inc. New 0.12% +0.12
TMO Thermo Fisher Scientific Inc. New 0.11% +0.11
IBM Intl Business Machines Corp. New 0.10% +0.10
VCIT Vanguard Int-Term Corporate Add +130.4% 0.24% +0.10
GIS General Mills Inc. New 0.10% +0.10
ORCL Oracle Corp. New 0.10% +0.10
BX Blackstone Inc. New 0.09% +0.09
BA The Boeing Co. New 0.09% +0.09
SHOP Shopify Inc. Class A New 0.09% +0.09
AMAT Applied Materials Inc. New 0.07% +0.07
AMP Ameriprise Financial Inc. New 0.07% +0.07
JNJ Johnson & Johnson New 0.07% +0.07
CAT Caterpillar Inc. New 0.07% +0.07
CRM Salesforce Inc. New 0.07% +0.07
RTX RTX Corp. New 0.07% +0.07
ABBV Abbvie Inc. New 0.07% +0.07
GE General Electric New 0.07% +0.07
BKNG Booking Holdings Inc. New 0.06% +0.06
LOW Lowe's Cos Inc. New 0.06% +0.06

Notes & Other Activity Q4 2023 → Q1 2024
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Add +933.3% 62 $3K

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,130$1.4BIVV, PACS, IJH, SPY, IEFA
Q1 2026 1,033$1.2BIVV, PACS, IJH, SPY, IEFA
Q4 2025 1,095$1.1BIVV, PACS, SPY, IJH, IEFA
Q3 2025 963$1.0BIVV, SPY, IJH, PULS, IEFA
Q2 2025 746$706.8MSPY, IJH, IEFA, BND, BRK.A
Q1 2025 715$711.6MIVV, SPY, IJH, BRK.A, IEFA
Q4 2024 645$725.2MIVV, SPY, IJH, BRK.A, IEFA
Q3 2024 712$862.2MENSG, IVV, SPY, IJH, BRK.A
Q2 2024 935$892.4MENSG, IVV, SPY, IJH, BRK.A
Q1 2024 926$858.1MENSG, IVV, SPY, IJH, BRK.A