Crewe Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Crewe Advisors LLC reported 645 stock positions worth $725.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 7.8%) and iShares Core S&P Midcap ETF (IJH, 7.0%). Compared with Q3 2024, it opened 106 new positions, sold out of 173, added to 83 and reduced 235. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Ensign (ENSG, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001730033
- Portfolio Value
- $725.2M (Q4 2024)
- SEC Filing
- 0001730033-25-000001 ↗ filed Jan 27, 2025
Holdings Value
Holdings 645 stocks · $725.2M
| IVV iShares Core S&P 500 ETF | 14.63% | 180,239 | $106.1M | Add +9.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 7.83% | 96,893 | $56.8M | Reduce -0.9% |
| IJH iShares Core S&P Midcap ETF | 7.00% | 814,395 | $50.7M | Add +7.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 4.98% | 53 | $36.1M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 4.66% | 480,786 | $33.8M | Add +149.0% |
| ESGV Vanguard ESG US Stock ETF | 4.51% | 311,510 | $32.7M | Add +0.1% |
| DBEF Xtrackers MSCI Eafe Hedged E | 4.11% | 720,466 | $29.8M | Add +1.0% |
| MDY State Street SPDR S&P Midcap | 4.00% | 50,964 | $29.0M | Reduce -0.8% |
| NVDA Nvidia Corp. | 3.66% | 197,453 | $26.5M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 3.52% | 106,356 | $25.6M | No change |
| PULS Pgim Ultra Short Bond ETF | 2.66% | 389,686 | $19.3M | Add +459.7% |
| TSLA Tesla Inc. | 2.45% | 43,956 | $17.8M | Reduce -12.1% |
| IWM iShares Russell 2000 ETF | 2.44% | 79,970 | $17.7M | Reduce -1.2% |
| MUB iShares National Muni Bond E | 2.15% | 146,477 | $15.6M | Add +4.2% |
| VGT Vanguard Info Tech ETF | 2.06% | 24,004 | $14.9M | Reduce -0.2% |
| PACS Pacs Group Inc. | 2.01% | 1,112,068 | $14.6M | Add +66972.9% |
| VOO Vanguard S&P 500 ETF | 1.90% | 25,517 | $13.7M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 1.64% | 103,190 | $11.9M | Add +24.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 25,593 | $11.6M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 19,054 | $9.7M | Add +0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 1.10% | 140,859 | $8.0M | No change |
| JPST JPMorgan Ultra-Short Income | 1.00% | 144,441 | $7.3M | Reduce -16.0% |
| PFF iShares Preferred & Income S | 0.75% | 173,853 | $5.5M | Reduce -1.6% |
| EFA iShares MSCI Eafe ETF | 0.75% | 71,911 | $5.4M | Reduce -0.8% |
| VNQ Vanguard Real Estate ETF | 0.67% | 54,625 | $4.9M | Add +0.1% |
| AMD Advanced Micro Devices | 0.64% | 38,649 | $4.7M | Reduce -6.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.62% | 15,531 | $4.5M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.56% | 92,251 | $4.1M | Reduce -3.6% |
| WCN Waste Connections Inc. | 0.56% | 23,500 | $4.0M | No change |
| IEMG iShares Core MSCI Emerging | 0.48% | 66,498 | $3.5M | Reduce -2.9% |
| EQT Eqt Corp. | 0.48% | 75,120 | $3.5M | Reduce -0.2% |
| MCO Moody's Corp. | 0.42% | 6,425 | $3.0M | Reduce -5.8% |
| IWF iShares Russell 1000 Growth | 0.39% | 7,095 | $2.8M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 0.39% | 26,434 | $2.8M | Reduce -7.3% |
| ENSG The Ensign Group Inc. | 0.37% | 20,426 | $2.7M | Reduce -98.2% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 88,441 | $2.4M | Reduce -2.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 34,028 | $2.1M | Reduce -18.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 16,497 | $2.0M | New |
| RWAY Runway Growth Finance Corp. | 0.26% | 172,002 | $1.9M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.25% | 31,565 | $1.8M | Add +8.0% |
| COST Costco Wholesale Corp. | 0.23% | 1,832 | $1.7M | Add +1.5% |
| XLK SS Technology Select Sector | 0.23% | 7,098 | $1.7M | Reduce -2.3% |
| AXP American Express Co. | 0.23% | 5,523 | $1.6M | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 0.22% | 25,442 | $1.6M | Reduce -44.1% |
| EEM iShares MSCI Emerging Market | 0.20% | 34,774 | $1.5M | Add +0.5% |
| PG The Procter & Gamble Co. | 0.19% | 8,399 | $1.4M | Reduce -12.4% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 29,257 | $1.4M | Add +0.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 4,974 | $1.3M | No change |
| GLD SPDR Gold Shares | 0.17% | 5,102 | $1.2M | No change |
| SAND Sandstorm Gold Ltd. | 0.15% | 199,746 | $1.1M | No change |
| SCHX Schwab US Large-Cap ETF | 0.15% | 46,719 | $1.1M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 11,635 | $1.0M | Reduce -2.4% |
| MRK Merck & Co. Inc. | 0.14% | 10,256 | $1.0M | Reduce -9.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 4,588 | $1.0M | Reduce -2.1% |
| SHEL Shell PLC-ADR | 0.13% | 15,401 | $965K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 9,945 | $904K | Reduce -0.4% |
| XLV SS Health Care Select Sector | 0.12% | 6,145 | $845K | Reduce -3.6% |
| AN Autonation Inc. | 0.11% | 4,761 | $809K | No change |
| VXF Vanguard Extended Market ETF | 0.11% | 4,207 | $799K | No change |
| SUB iShares Short-Term National | 0.11% | 7,240 | $764K | Add +149.7% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 6,521 | $754K | Add +0.7% |
| GIS General Mills Inc. | 0.10% | 11,700 | $746K | Reduce -2.7% |
| AMP Ameriprise Financial Inc. | 0.10% | 1,376 | $733K | Reduce -2.4% |
| BKNG Booking Holdings Inc. | 0.10% | 143 | $711K | Reduce -10.6% |
| WMT Walmart Inc. | 0.10% | 7,858 | $710K | Reduce -5.2% |
| XLF SS Financial Select Sector | 0.10% | 14,417 | $697K | Reduce -1.8% |
| RTX RTX Corp. | 0.09% | 5,812 | $673K | Reduce -4.7% |
| INTC Intel Corp. | 0.09% | 31,986 | $641K | Reduce -12.0% |
| BX Blackstone Inc. | 0.09% | 3,693 | $637K | Reduce -3.7% |
| MCD McDonald's Corp. | 0.08% | 2,056 | $596K | Reduce -12.4% |
| JEF Jefferies Financial Group Inc. | 0.08% | 7,546 | $592K | No change |
| SCHB Schwab US Broad Market ETF | 0.08% | 25,153 | $571K | Add +0.3% |
| SCHK Schwab 1000 Index ETF | 0.08% | 20,108 | $569K | Add +0.1% |
| DUK Duke Energy Corp. | 0.08% | 5,110 | $551K | Reduce -6.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.07% | 4,265 | $533K | No change |
| EPI Wisdomtree India Earnings | 0.07% | 11,431 | $517K | No change |
| MMM 3M Co. | 0.07% | 3,669 | $474K | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.07% | 3,579 | $473K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.07% | 2,656 | $472K | Reduce -22.2% |
| XLY SS Consumer Disc Select Sect | 0.06% | 2,099 | $471K | No change |
| GE General Electric filed as GE AEROSPACE | 0.06% | 2,742 | $457K | Reduce -15.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 1,062 | $452K | No change |
| XLE SS Energy Select Sector | 0.06% | 5,258 | $450K | Add +15.2% |
| IBKR Interactive Brokers Gro Class A | 0.06% | 2,548 | $450K | No change |
| AGG iShares Core U.S. Aggregate | 0.06% | 4,623 | $448K | No change |
| JNJ Johnson & Johnson | 0.06% | 3,086 | $446K | Reduce -21.4% |
| PNTG The Pennant Group Inc. | 0.06% | 16,750 | $444K | Reduce -97.8% |
| TXN Texas Instruments Inc. | 0.06% | 2,357 | $442K | Reduce -4.2% |
| IWV iShares Russell 3000 ETF | 0.06% | 1,232 | $412K | No change |
| IVW iShares S&P 500 Growth ETF | 0.06% | 4,011 | $407K | Add +2.0% |
| CRM Salesforce Inc. | 0.06% | 1,202 | $402K | Reduce -27.0% |
| BBEU JPMorgan Betabuilders Europe | 0.06% | 7,249 | $402K | Reduce -1.6% |
| ALL Allstate Corp. | 0.06% | 2,082 | $401K | Reduce -8.8% |
| WEC WEC Energy Group Inc. | 0.05% | 4,235 | $398K | Add +15.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.05% | 7,924 | $396K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 3,518 | $392K | Reduce -2.8% |
| PANW Palo Alto Networks Inc. | 0.05% | 2,138 | $389K | No change |
| INTU Intuit Inc. | 0.05% | 617 | $388K | New |
| HG Hamilton Insurance Grou Class B | 0.05% | 20,239 | $385K | Reduce -55.5% |
| SU Suncor Energy Inc. | 0.05% | 10,794 | $385K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $1K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 47 | $1K | No change |
Total filed on the 13F, all lines: $725.2M.
Portfolio Sells Q3 2024 → Q4 2024
| ENSG The Ensign Group Inc. | Reduce -98.2% | 0.37% | −18.15 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −4.07 |
| PNTG The Pennant Group Inc. | Reduce -97.8% | 0.06% | −3.02 |
| CGUS Cap Group Core Equity | Sold out | 0.00% | −0.25 |
| AMD Advanced Micro Devices | Reduce -6.8% | 0.64% | −0.15 |
| DGRO iShares Core Dividend Growth | Reduce -44.1% | 0.22% | −0.12 |
| VKTX Viking Therapeutics Inc. | Reduce -49.1% | 0.05% | −0.07 |
| HG Hamilton Insurance Grou Class B | Reduce -55.5% | 0.05% | −0.05 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -18.4% | 0.28% | −0.04 |
| DINO HF Sinclair Corp. | Sold out | 0.00% | −0.04 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.02 |
| PLD Prologis Inc. | Reduce -70.5% | 0.01% | −0.01 |
| ABBV Abbvie Inc. | Reduce -22.2% | 0.07% | −0.01 |
| BLK BlackRock Inc. | Reduce -66.5% | 0.01% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -35.1% | 0.04% | −0.01 |
| JNJ Johnson & Johnson | Reduce -21.4% | 0.06% | −0.01 |
| SOFI Sofi Technologies Inc. | Reduce -98.3% | 0.00% | −0.01 |
| MDT Medtronic PLC | Reduce -82.4% | 0.00% | −0.01 |
| NOC Northrop Grumman Corp. | Reduce -44.7% | 0.02% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -25.4% | 0.03% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -44.1% | 0.02% | −0.01 |
| SPE Special Opportunities Fund | Sold out | 0.00% | −0.01 |
| RSG Republic Services Inc. | Sold out | 0.00% | −0.01 |
| CCI Crown Castle Inc. | Reduce -99.7% | 0.00% | −0.01 |
| INTC Intel Corp. | Reduce -12.0% | 0.09% | −0.01 |
| IYF iShares US Financials ETF | Reduce -59.5% | 0.01% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -29.3% | 0.01% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.01 |
| CME Cme Group Inc. | Reduce -72.1% | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -9.6% | 0.14% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -77.3% | 0.00% | −0.01 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -16.0% | 1.00% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -94.2% | 0.00% | −0.01 |
| AMGN Amgen Inc. | Reduce -11.6% | 0.05% | −0.01 |
| GE General Electric | Reduce -15.8% | 0.06% | −0.01 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -34.2% | 0.03% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -28.9% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Reduce -17.8% | 0.05% | −0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -65.9% | 0.01% | −0.01 |
| UBER Uber Technologies Inc. | Reduce -34.8% | 0.01% | −0.01 |
| VLUE iShares MSCI USA Value Facto | Reduce -78.4% | 0.00% | −0.01 |
| LRCX Lam Research Corp. | Reduce -91.7% | 0.00% | −0.01 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.01 |
| MU Micron Technology Inc. | Reduce -48.5% | 0.01% | −0.01 |
| PGR Progressive Corp. | Reduce -84.5% | 0.00% | −0.01 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | Reduce -34.5% | 0.01% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -18.6% | 0.03% | −0.01 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | New | 3.66% | +3.66 |
| IVV iShares Core S&P 500 ETF | Add +9.8% | 14.63% | +3.65 |
| IEFA iShares Core MSCI Eafe ETF | Add +149.0% | 4.66% | +2.91 |
| PULS Pgim Ultra Short Bond ETF | Add +459.7% | 2.66% | +2.26 |
| PACS Pacs Group Inc. | Add +66972.9% | 2.01% | +2.00 |
| IJH iShares Core S&P Midcap ETF | Add +7.8% | 7.00% | +1.54 |
| ESGV Vanguard ESG US Stock ETF | Add +0.1% | 4.51% | +0.84 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +1.0% | 4.11% | +0.64 |
| IJR iShares Core S&P Small-Cap E | Add +24.8% | 1.64% | +0.52 |
| MUB iShares National Muni Bond E | Add +4.2% | 2.15% | +0.38 |
| VOO Vanguard S&P 500 ETF | Add +0.5% | 1.90% | +0.34 |
| TJX TJX Companies Inc. | New | 0.27% | +0.27 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.5% | 1.34% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.4% | 0.62% | +0.12 |
| SUB iShares Short-Term National | Add +149.7% | 0.11% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +0.1% | 0.67% | +0.05 |
| INTU Intuit Inc. | New | 0.05% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +8.0% | 0.25% | +0.05 |
| SPGI S&P Global Inc. | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +1.5% | 0.23% | +0.05 |
| FISV Fiserv Inc. | New | 0.04% | +0.04 |
| NUE Nucor Corp. | Add +691.0% | 0.04% | +0.04 |
| IWB iShares Russell 1000 ETF | New | 0.02% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +72.0% | 0.04% | +0.02 |
| PNW Pinnacle West Capital | Add +130.4% | 0.03% | +0.02 |
| EEM iShares MSCI Emerging Market | Add +0.5% | 0.20% | +0.02 |
| XLE SS Energy Select Sector | Add +15.2% | 0.06% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 0.19% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.3% | 0.08% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +0.7% | 0.10% | +0.01 |
| SCHK Schwab 1000 Index ETF | Add +0.1% | 0.08% | +0.01 |
| WEC WEC Energy Group Inc. | Add +15.1% | 0.05% | +0.01 |
| MPLX MPLX LP | New | 0.01% | +0.01 |
| MKL Markel Group Inc. | New | 0.01% | +0.01 |
| ADSK Autodesk Inc. | New | 0.01% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +2.0% | 0.06% | +0.01 |
| NWE Northwestern Energy Group Inc. | Add +26.8% | 0.04% | +0.01 |
| PPL PPL Corp. | Add +32.3% | 0.03% | +0.01 |
| BKH Black Hills Corp. | Add +49.0% | 0.02% | +0.01 |
| QSR Restaurant Brands Intern | New | 0.01% | +0.01 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.01% | +0.01 |
| TOST Toast Inc. Class A | Add +0.2% | 0.03% | +0.01 |
| WD Walker & Dunlop Inc. | Add +42.9% | 0.03% | +0.01 |
| VRT Vertiv Holdings Co. Class A | New | 0.01% | +0.01 |
| TFLO iShares Treasury Floating Ra | New | 0.01% | +0.01 |
| MMM 3M Co. | Add +0.1% | 0.07% | +0.01 |
| MIDD Middleby Corp. | Add +73.2% | 0.01% | +0.01 |
| PTLC Pacer Trendpilot US Large Ca | New | 0.01% | +0.01 |
| BP BP PLC-Spons ADR | Add +0.8% | 0.04% | +0.00 |
| XLI SS Industrial Select Sector | Add +0.1% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,130 | $1.4B | IVV, PACS, IJH, SPY, IEFA |
| Q1 2026 | 1,033 | $1.2B | IVV, PACS, IJH, SPY, IEFA |
| Q4 2025 | 1,095 | $1.1B | IVV, PACS, SPY, IJH, IEFA |
| Q3 2025 | 963 | $1.0B | IVV, SPY, IJH, PULS, IEFA |
| Q2 2025 | 746 | $706.8M | SPY, IJH, IEFA, BND, BRK.A |
| Q1 2025 | 715 | $711.6M | IVV, SPY, IJH, BRK.A, IEFA |
| Q4 2024 | 645 | $725.2M | IVV, SPY, IJH, BRK.A, IEFA |
| Q3 2024 | 712 | $862.2M | ENSG, IVV, SPY, IJH, BRK.A |
| Q2 2024 | 935 | $892.4M | ENSG, IVV, SPY, IJH, BRK.A |
| Q1 2024 | 926 | $858.1M | ENSG, IVV, SPY, IJH, BRK.A |