|
|
Name: |
Crewe Advisors LLC |
City: |
SALT LAKE CITY |
State: |
UT |
Zip: |
84111 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
100 |
|
View All Holdings |
Currently
Viewing:
New Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
MSFT |
Microsoft Corp |
12 |
New |
$430.52 |
$21,281,000 |
50,584 |
2.48% |
21,281,000 |
50,584 |
0.001 |
Application Software |
|
CVX |
Chevron Corp |
13 |
New |
$157.57 |
$19,026,000 |
120,618 |
2.22% |
19,026,000 |
120,618 |
0.006 |
Integrated Oil & Gas |
|
AAPL |
Apple Inc |
17 |
New |
$190.90 |
$13,358,000 |
77,899 |
1.56% |
13,358,000 |
77,899 |
0 |
Personal Computers |
|
TSLA |
Tesla Motors Inc |
22 |
New |
$177.81 |
$9,703,000 |
55,199 |
1.13% |
9,703,000 |
55,199 |
0.002 |
Auto Manufacturers |
|
AMD |
Advanced Micro Devices Inc |
24 |
New |
$165.52 |
$7,494,000 |
41,521 |
0.87% |
7,494,000 |
41,521 |
0.003 |
Semiconductor- Broad... |
|
GOOG |
Alphabet Inc |
26 |
New |
$178.00 |
$6,392,000 |
41,978 |
0.74% |
6,392,000 |
41,978 |
0.001 |
Search Engines & Info... |
|
AMZN |
Amazon.com Inc |
28 |
New |
$183.13 |
$5,375,000 |
29,800 |
0.63% |
5,375,000 |
29,800 |
0 |
Internet Software & S... |
|
V |
Visa Inc |
29 |
New |
$275.58 |
$5,260,000 |
18,848 |
0.61% |
5,260,000 |
18,848 |
0.001 |
Business Services |
|
GOOGL |
Alphabet Inc |
32 |
New |
$176.38 |
$4,635,000 |
30,711 |
0.54% |
4,635,000 |
30,711 |
0.001 |
Search Engines & Info... |
|
MCO |
Moodys Corp |
34 |
New |
$415.09 |
$3,562,000 |
9,063 |
0.42% |
3,562,000 |
9,063 |
0.005 |
Business Services |
|
NVDA |
NVIDIA Corporation |
35 |
New |
$949.50 |
$3,468,000 |
3,838 |
0.4% |
3,468,000 |
3,838 |
0 |
Semiconductor - Speci... |
|
XOM |
Exxon Mobil Corp |
36 |
New |
$115.48 |
$3,414,000 |
29,368 |
0.4% |
3,414,000 |
29,368 |
0.001 |
Integrated Oil & Gas |
|
FB |
Meta Platforms Inc |
37 |
New |
$467.78 |
$3,143,000 |
6,472 |
0.37% |
3,143,000 |
6,472 |
0 |
Internet Service Prov... |
|
NFLX |
Netflix Inc |
39 |
New |
$640.47 |
$2,975,000 |
4,899 |
0.35% |
2,975,000 |
4,899 |
0.001 |
Music & Video Stores |
|
INTC |
Intel Corp |
44 |
New |
$31.42 |
$2,290,000 |
51,850 |
0.27% |
2,290,000 |
51,850 |
0.001 |
Semiconductor- Broad... |
|
COST |
Costco Wholesale Corp |
47 |
New |
$801.86 |
$2,002,000 |
2,732 |
0.23% |
2,002,000 |
2,732 |
0.001 |
Discount, Variety Stores |
|
HD |
Home Depot Inc |
48 |
New |
$330.59 |
$1,906,000 |
4,969 |
0.22% |
1,906,000 |
4,969 |
0 |
Home Improvement Stores |
|
JPM |
JP Morgan Chase & Co |
49 |
New |
$198.31 |
$1,803,000 |
9,002 |
0.21% |
1,803,000 |
9,002 |
0 |
Domestic Money Center... |
|
TJX |
TJX Companies Inc |
50 |
New |
$101.12 |
$1,725,000 |
17,008 |
0.2% |
1,725,000 |
17,008 |
0.001 |
Discount, Variety Stores |
|
ANET |
Arista Networks, Inc. |
51 |
New |
$316.50 |
$1,618,000 |
5,580 |
0.19% |
1,618,000 |
5,580 |
0.002 |
Diversified Computer ... |
|
PG |
Procter & Gamble Co |
52 |
New |
$167.81 |
$1,552,000 |
9,567 |
0.18% |
1,552,000 |
9,567 |
0 |
Cleaning Products |
|
MRK |
Merck & Co Inc |
55 |
New |
$131.20 |
$1,428,000 |
10,819 |
0.17% |
1,428,000 |
10,819 |
0 |
Drug Manufacturers - ... |
|
ADBE |
Adobe Systems Inc |
57 |
New |
$483.93 |
$1,314,000 |
2,605 |
0.15% |
1,314,000 |
2,605 |
0.001 |
Application Software |
|
MA |
MasterCard Inc A |
58 |
New |
$456.52 |
$1,311,000 |
2,722 |
0.15% |
1,311,000 |
2,722 |
0 |
Business Services |
|
AXP |
American Express Co |
59 |
New |
$240.09 |
$1,274,000 |
5,595 |
0.15% |
1,274,000 |
5,595 |
0.001 |
Credit Services |
|
LLY |
Eli Lilly & Co |
62 |
New |
$802.91 |
$1,191,000 |
1,531 |
0.14% |
1,191,000 |
1,531 |
0 |
Drug Manufacturers - ... |
|
AVGO |
Broadcom Limited |
64 |
New |
$1,392.24 |
$1,088,000 |
821 |
0.13% |
1,088,000 |
821 |
0 |
Semiconductor- Broad... |
|
SHW |
Sherwin Williams Co |
67 |
New |
$307.22 |
$1,035,000 |
2,979 |
0.12% |
1,035,000 |
2,979 |
0.001 |
General Building Mate... |
|
UNH |
Unitedhealth Group Inc |
69 |
New |
$521.35 |
$1,015,000 |
2,052 |
0.12% |
1,015,000 |
2,052 |
0 |
Health Care Plans |
|
TMO |
Thermo Fisher Scientific |
72 |
New |
$590.80 |
$939,000 |
1,615 |
0.11% |
939,000 |
1,615 |
0 |
Medical Laboratories ... |
|
IBM |
International Business Mach... |
73 |
New |
$173.69 |
$898,000 |
4,702 |
0.1% |
898,000 |
4,702 |
0.001 |
Diversified Computer ... |
|
GIS |
General Mills Inc |
74 |
New |
$70.35 |
$841,000 |
12,025 |
0.1% |
841,000 |
12,025 |
0.002 |
Food - Major Diversified |
|
ORCL |
Oracle Corp |
75 |
New |
$124.60 |
$838,000 |
6,670 |
0.1% |
838,000 |
6,670 |
0 |
Application Software |
|
BX |
Blackstone Group LP |
76 |
New |
$120.62 |
$810,000 |
6,164 |
0.09% |
810,000 |
6,164 |
0.001 |
Asset Management |
|
BA |
Boeing Co |
78 |
New |
$186.28 |
$749,000 |
3,882 |
0.09% |
749,000 |
3,882 |
0.001 |
Aerospace/Defense - M... |
|
AMP |
Ameriprise Financial Inc |
82 |
New |
$437.99 |
$626,000 |
1,427 |
0.07% |
626,000 |
1,427 |
0.001 |
Asset Management |
|
JNJ |
Johnson & Johnson |
83 |
New |
$153.50 |
$618,000 |
3,906 |
0.07% |
618,000 |
3,906 |
0 |
Drug Manufacturers - ... |
|
CAT |
Caterpillar Inc |
84 |
New |
$355.94 |
$606,000 |
1,655 |
0.07% |
606,000 |
1,655 |
0 |
Farm & Construction M... |
|
CRM |
Salesforce.com Inc |
86 |
New |
$283.82 |
$600,000 |
1,991 |
0.07% |
600,000 |
1,991 |
0 |
Internet Software & S... |
|
RTX |
RTX Corp |
87 |
New |
$101.02 |
$590,000 |
6,047 |
0.07% |
590,000 |
6,047 |
0 |
Conglomerates |
|
ABBV |
Abbvie Inc. |
88 |
New |
$159.61 |
$582,000 |
3,194 |
0.07% |
582,000 |
3,194 |
0 |
Drug Manufacturers - ... |
|
GE |
General Electric Co |
89 |
New |
$160.81 |
$558,000 |
3,180 |
0.07% |
558,000 |
3,180 |
0 |
Conglomerates |
|
BKNG |
Booking Holdings Inc |
91 |
New |
$3,825.10 |
$541,000 |
149 |
0.06% |
541,000 |
149 |
0 |
Internet Software & S... |
|
LOW |
Lowes Companies Inc |
92 |
New |
$221.13 |
$536,000 |
2,103 |
0.06% |
536,000 |
2,103 |
0 |
Home Improvement Stores |
|
DUK |
Duke Energy Corp |
95 |
New |
$103.44 |
$520,000 |
5,373 |
0.06% |
520,000 |
5,373 |
0.001 |
Electric Utilities |
|
INTU |
Intuit Inc |
99 |
New |
$670.27 |
$505,000 |
777 |
0.06% |
505,000 |
777 |
0 |
Application Software |
|
MCK |
McKesson Corp |
101 |
New |
$531.10 |
$487,000 |
908 |
0.06% |
487,000 |
908 |
0.001 |
Drugs Wholesale |
|
BMY |
Bristol-Myers Squibb Co |
102 |
New |
$42.34 |
$486,000 |
8,961 |
0.06% |
486,000 |
8,961 |
0 |
Drug Manufacturers - ... |
|
DIS |
Walt Disney Co |
105 |
New |
$103.02 |
$466,000 |
3,809 |
0.05% |
466,000 |
3,809 |
0 |
Entertainment - Diver... |
|
WMT |
Wal-Mart Stores Inc |
106 |
New |
$60.24 |
$464,000 |
7,705 |
0.05% |
464,000 |
7,705 |
0 |
Discount, Variety Stores |
|
PANW |
Palo Alto Networks Inc |
107 |
New |
$308.58 |
$449,000 |
1,579 |
0.05% |
449,000 |
1,579 |
0.001 |
Networking & Communic... |
|
TXN |
Texas Instruments Inc |
108 |
New |
$202.54 |
$442,000 |
2,538 |
0.05% |
442,000 |
2,538 |
0 |
Semiconductor- Broad... |
|
CSCO |
Cisco Systems Inc |
109 |
New |
$47.43 |
$434,000 |
8,691 |
0.05% |
434,000 |
8,691 |
0 |
Networking & Communic... |
|
MCD |
McDonalds Corp |
110 |
New |
$265.77 |
$424,000 |
1,503 |
0.05% |
424,000 |
1,503 |
0 |
Restaurants |
|
AMGN |
Amgen Inc |
111 |
New |
$309.41 |
$422,000 |
1,485 |
0.05% |
422,000 |
1,485 |
0.001 |
Biotechnology |
|
PFE |
Pfizer Inc |
114 |
New |
$29.60 |
$409,000 |
14,750 |
0.05% |
409,000 |
14,750 |
0 |
Drug Manufacturers - ... |
|
SYK |
Stryker Corp |
115 |
New |
$335.42 |
$407,000 |
1,138 |
0.05% |
407,000 |
1,138 |
0 |
Medical Instruments &... |
|
EPI |
WisdomTree India Earnings |
116 |
New |
$46.17 |
$399,000 |
9,150 |
0.05% |
399,000 |
9,150 |
0.033 |
Closed - End Fund - E... |
|
SPGI |
S&P Global Inc |
120 |
New |
$442.30 |
$387,000 |
909 |
0.05% |
387,000 |
909 |
0 |
Publishing |
|
ORCC |
Owl Rock Capital Corp |
122 |
New |
$0.00 |
$369,000 |
24,000 |
0.04% |
369,000 |
24,000 |
0.006 |
N/A |
|
HON |
Honeywell International Inc |
124 |
New |
$202.80 |
$365,000 |
1,776 |
0.04% |
365,000 |
1,776 |
0 |
Conglomerates |
|
MCHP |
Microchip Technology Inc |
126 |
New |
$99.49 |
$352,000 |
3,923 |
0.04% |
352,000 |
3,923 |
0.001 |
Semiconductor - Speci... |
|
LIN |
Linde Plc |
128 |
New |
$434.79 |
$339,000 |
730 |
0.04% |
339,000 |
730 |
0 |
N/A |
|
ALL |
Allstate Corp |
129 |
New |
$166.17 |
$336,000 |
1,942 |
0.04% |
336,000 |
1,942 |
0.001 |
Property & Casualty I... |
|
NEE |
NextEra Energy |
130 |
New |
$76.32 |
$336,000 |
5,258 |
0.04% |
336,000 |
5,258 |
0 |
Electric Utilities |
|
WM |
Waste Management Inc |
131 |
New |
$209.92 |
$334,000 |
1,569 |
0.04% |
334,000 |
1,569 |
0 |
Waste Management |
|
ILMN |
Illumina Inc |
133 |
New |
$107.39 |
$333,000 |
2,428 |
0.04% |
333,000 |
2,428 |
0 |
Scientific & Technica... |
|
ETN |
Eaton Corp |
135 |
New |
$336.18 |
$317,000 |
1,013 |
0.04% |
317,000 |
1,013 |
0 |
Diversified Machinery |
|
VZ |
Verizon Communications Inc |
136 |
New |
$39.79 |
$315,000 |
7,502 |
0.04% |
315,000 |
7,502 |
0 |
Telecom Services - Do... |
|
WFC |
Wells Fargo & Co |
138 |
New |
$60.93 |
$302,000 |
5,211 |
0.04% |
302,000 |
5,211 |
0 |
Domestic Money Center... |
|
WEC |
WEC Energy Group Inc |
140 |
New |
$82.31 |
$299,000 |
3,642 |
0.03% |
299,000 |
3,642 |
0.001 |
Multi Utilities |
|
PPG |
PPG Industries Inc |
141 |
New |
$134.70 |
$288,000 |
1,988 |
0.03% |
288,000 |
1,988 |
0.001 |
Conglomerates |
|
PEP |
Pepsico Inc |
144 |
New |
$182.09 |
$266,000 |
1,520 |
0.03% |
266,000 |
1,520 |
0 |
Beverage Soft Drinks... |
|
UNP |
Union Pacific Corp |
145 |
New |
$234.71 |
$263,000 |
1,068 |
0.03% |
263,000 |
1,068 |
0 |
Railroads |
|
MS |
Morgan Stanley |
146 |
New |
$100.74 |
$257,000 |
2,726 |
0.03% |
257,000 |
2,726 |
0 |
Investment Brokerage ... |
|
LMT |
Lockheed Martin Corp |
151 |
New |
$469.71 |
$247,000 |
542 |
0.03% |
247,000 |
542 |
0 |
Aerospace/Defense - M... |
|
AZO |
Autozone Inc |
152 |
New |
$2,772.64 |
$236,000 |
75 |
0.03% |
236,000 |
75 |
0 |
Auto Parts Stores |
|
FISV |
Fiserv Inc |
157 |
New |
$152.57 |
$224,000 |
1,399 |
0.03% |
224,000 |
1,399 |
0 |
Business Software & S... |
|
PM |
Philip Morris International... |
158 |
New |
$101.07 |
$222,000 |
2,424 |
0.03% |
222,000 |
2,424 |
0.002 |
Cigarettes & Other To... |
|
UBER |
Uber Technologies, Inc |
161 |
New |
$65.48 |
$219,000 |
2,845 |
0.03% |
219,000 |
2,845 |
0 |
N/A |
|
NOC |
Northrop Grumman Corp |
160 |
New |
$474.69 |
$219,000 |
457 |
0.03% |
219,000 |
457 |
0 |
Aerospace/Defense - M... |
|
VRTX |
Vertex Pharmaceuticals Inc |
163 |
New |
$447.53 |
$216,000 |
517 |
0.03% |
216,000 |
517 |
0 |
Drug Manufacturers - ... |
|
QQQE |
Direxion Nasdaq 100 Equal W... |
165 |
New |
$88.91 |
$212,000 |
2,380 |
0.02% |
212,000 |
2,380 |
0.005 |
N/A |
|
SBUX |
Starbucks Corp |
167 |
New |
$80.72 |
$207,000 |
2,260 |
0.02% |
207,000 |
2,260 |
0 |
Specialty Eateries |
|
MU |
Micron Technology Inc |
166 |
New |
$126.28 |
$207,000 |
1,752 |
0.02% |
207,000 |
1,752 |
0 |
Semiconductor - Memor... |
|
NKE |
Nike Inc B |
168 |
New |
$92.50 |
$201,000 |
2,141 |
0.02% |
201,000 |
2,141 |
0 |
Textile - Apparel Foo... |
|
PLD |
ProLogis Inc |
170 |
New |
$109.22 |
$194,000 |
1,489 |
0.02% |
194,000 |
1,489 |
0 |
REIT - Industrial |
|
COP |
ConocoPhillips |
171 |
New |
$118.19 |
$194,000 |
1,528 |
0.02% |
194,000 |
1,528 |
0 |
Integrated Oil & Gas |
|
C |
Citigroup Inc |
173 |
New |
$63.82 |
$192,000 |
3,038 |
0.02% |
192,000 |
3,038 |
0 |
Domestic Money Center... |
|
BLK |
BlackRock Inc A |
177 |
New |
$799.61 |
$186,000 |
223 |
0.02% |
186,000 |
223 |
0 |
Investment Brokerage ... |
|
NSC |
Norfolk Southern Corp |
178 |
New |
$249.65 |
$185,000 |
724 |
0.02% |
185,000 |
724 |
0 |
Railroads |
|
STWD |
Starwood Property Trust, Inc. |
179 |
New |
$19.97 |
$183,000 |
9,000 |
0.02% |
183,000 |
9,000 |
0.003 |
Property Management |
|
CMCSA |
Comcast Corp |
182 |
New |
$38.89 |
$180,000 |
4,151 |
0.02% |
180,000 |
4,151 |
0 |
CATV Systems |
|
OKE |
ONEOK Inc |
184 |
New |
$81.66 |
$178,000 |
2,219 |
0.02% |
178,000 |
2,219 |
0.035 |
Gas Utilities |
|
PXD |
Pioneer Natural Resources Co |
187 |
New |
$275.32 |
$173,000 |
659 |
0.02% |
173,000 |
659 |
0 |
Independent Oil & Gas |
|
JBHT |
JB Hunt Transport Services Inc |
188 |
New |
$157.98 |
$172,000 |
865 |
0.02% |
172,000 |
865 |
0.001 |
Trucking |
|
ASML |
ASML Holding N.V. (ADR) |
190 |
New |
$0.00 |
$171,000 |
176 |
0.02% |
171,000 |
176 |
0 |
Semiconductor Equipme... |
|
EA |
Electronic Arts Inc |
189 |
New |
$135.14 |
$171,000 |
1,288 |
0.02% |
171,000 |
1,288 |
0 |
Multimedia & Graphics... |
|
KO |
Coca-Cola Co |
191 |
New |
$63.00 |
$169,000 |
2,766 |
0.02% |
169,000 |
2,766 |
0 |
Beverage Soft Drinks... |
|
CMI |
Cummins Inc |
192 |
New |
$287.01 |
$168,000 |
570 |
0.02% |
168,000 |
570 |
0 |
Diversified Machinery |
|