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| Name: |
Crewe Advisors LLC |
| City: |
SALT LAKE CITY |
| State: |
UT |
| Zip: |
84111 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SUB |
iShares S&P S/T Natnl AMT-F... |
57 |
New |
$104.65 |
$351,000 |
3,325 |
0.06% |
351,000 |
3,325 |
0.004 |
Closed - End Fund - Debt |
|
|
NOBL |
ProShares S&P 500 Dividend ... |
81 |
New |
$0.00 |
$151,000 |
1,589 |
0.02% |
151,000 |
1,589 |
0.002 |
N/A |
|
|
CGXU |
Capital Group International... |
93 |
New |
$0.00 |
$121,000 |
5,089 |
0.02% |
121,000 |
5,089 |
0.006 |
N/A |
|
|
RWJ |
Oppenheimer Small Cap Rev ETF |
96 |
New |
$61.65 |
$111,000 |
2,680 |
0.02% |
111,000 |
2,680 |
0.008 |
N/A |
|
|
RWK |
Oppenheimer Mid Cap Revenue... |
97 |
New |
$57.15 |
$109,000 |
1,041 |
0.02% |
109,000 |
1,041 |
0.029 |
Closed - End Fund - Debt |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
102 |
New |
$0.00 |
$91,000 |
996 |
0.01% |
91,000 |
996 |
0 |
Closed - End Fund - E... |
|
|
FNDX |
Schwab Fundamental US Large... |
104 |
New |
$66.55 |
$88,000 |
1,420 |
0.01% |
88,000 |
1,420 |
0 |
N/A |
|
|
MBB |
iShares Barclays MBS Bond |
108 |
New |
$90.79 |
$82,000 |
876 |
0.01% |
82,000 |
876 |
0.001 |
Closed - End Fund - E... |
|
|
IBTE |
Ishares Ibonds Dec 2024 Ter... |
112 |
New |
$0.00 |
$73,000 |
3,070 |
0.01% |
73,000 |
3,070 |
0 |
N/A |
|
|
EDV |
Vanguard Extended Dur Tre I... |
114 |
New |
$71.27 |
$69,000 |
853 |
0.01% |
69,000 |
853 |
0 |
Closed - End Fund - Debt |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
118 |
New |
$90.12 |
$65,000 |
658 |
0.01% |
65,000 |
658 |
0 |
Closed - End Fund - E... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
124 |
New |
$92.50 |
$55,000 |
570 |
0.01% |
55,000 |
570 |
0 |
Closed - End Fund - E... |
|
|
JGRO |
Jpmorgan Active Growth Etf |
125 |
New |
$0.00 |
$53,000 |
870 |
0.01% |
53,000 |
870 |
0.01 |
N/A |
|
|
IBTF |
Ishares Ibonds Dec 2025 Ter... |
|
New |
$0.00 |
$43,000 |
1,830 |
0.01% |
43,000 |
1,830 |
0.02 |
N/A |
|
|
BTT |
Blackrock Municipal Target ... |
133 |
New |
$20.76 |
$42,000 |
2,000 |
0.01% |
42,000 |
2,000 |
0.003 |
N/A |
|
|
TEL |
Te Connectivity Ltd |
142 |
New |
$144.94 |
$33,000 |
238 |
0.01% |
33,000 |
238 |
0 |
Diversified Electronics |
|
|
SHV |
iShares Barclays Short Trea... |
148 |
New |
$110.21 |
$27,000 |
249 |
0% |
27,000 |
249 |
0.002 |
Closed - End Fund - E... |
|
|
RPAR |
Rpar Risk Parity Etf |
162 |
New |
$0.00 |
$20,000 |
1,061 |
0% |
20,000 |
1,061 |
0.111 |
N/A |
|
|
CPB |
Campbell Soup Co |
187 |
New |
$45.95 |
$13,000 |
291 |
0% |
13,000 |
291 |
0 |
Food - Major Diversified |
|
|
LII |
Lennox International Inc |
192 |
New |
$467.14 |
$13,000 |
29 |
0% |
13,000 |
29 |
0 |
Appliances |
|
|
SMH |
Vaneck Vectors Semiconducto... |
186 |
New |
$208.63 |
$13,000 |
75 |
0% |
13,000 |
75 |
0 |
N/A |
|
|
THO |
Thor Industries Inc |
193 |
New |
$99.81 |
$12,000 |
101 |
0% |
12,000 |
101 |
0 |
Recreational Vehicles |
|
|
LEN.B |
Lennar Corp Class B |
196 |
New |
$151.72 |
$12,000 |
93 |
0% |
12,000 |
93 |
0 |
Residential Construct... |
|
|
BWA |
Borgwarner Inc |
198 |
New |
$32.44 |
$12,000 |
343 |
0% |
12,000 |
343 |
0 |
Auto Parts |
|
|
RPD |
Rapid7, Inc. |
202 |
New |
$37.85 |
$11,000 |
185 |
0% |
11,000 |
185 |
0 |
N/A |
|
|
WSO |
Watsco Inc |
200 |
New |
$479.26 |
$11,000 |
26 |
0% |
11,000 |
26 |
0.002 |
Building Materials Wh... |
|
|
APP |
Applovin Corp |
204 |
New |
$86.43 |
$11,000 |
285 |
0% |
11,000 |
285 |
0 |
N/A |
|
|
UDR |
UDR Inc |
205 |
New |
$39.04 |
$10,000 |
253 |
0% |
10,000 |
253 |
0.002 |
REIT - Housing/Apartm... |
|
|
ZBRA |
Zebra Technologies Corp |
212 |
New |
$297.21 |
$9,000 |
33 |
0% |
9,000 |
33 |
0 |
Computer Peripherals |
|
|
ZWS |
Zurn Water Solutions Corp |
213 |
New |
$32.78 |
$9,000 |
296 |
0% |
9,000 |
296 |
0 |
Diversified Machinery |
|
|
DLB |
Dolby Laboratories Inc |
217 |
New |
$82.72 |
$9,000 |
106 |
0% |
9,000 |
106 |
0 |
Electronic Equipment |
|
|
CHE |
Chemed Corp |
219 |
New |
$575.24 |
$8,000 |
14 |
0% |
8,000 |
14 |
0 |
Consumer Services |
|
|
EXPO |
Exponent Inc |
221 |
New |
$94.33 |
$8,000 |
91 |
0% |
8,000 |
91 |
0 |
Management Services |
|
|
FORM |
Formfactor Inc |
222 |
New |
$44.32 |
$8,000 |
199 |
0% |
8,000 |
199 |
0 |
Semiconductor- Broad... |
|
|
ALLY |
Ally Financial Inc |
220 |
New |
$39.41 |
$8,000 |
240 |
0% |
8,000 |
240 |
0 |
Mortgage Investment |
|
|
BFAM |
Bright Horizons Family Solu... |
237 |
New |
$112.70 |
$7,000 |
71 |
0% |
7,000 |
71 |
0 |
Personal Services |
|
|
DVA |
Davita Healthcare Partners |
233 |
New |
$137.52 |
$7,000 |
66 |
0% |
7,000 |
66 |
0 |
Specialized Health Se... |
|
|
MIDD |
Middleby Corp |
234 |
New |
$138.09 |
$7,000 |
50 |
0% |
7,000 |
50 |
0 |
Diversified Machinery |
|
|
SCHV |
Schwab Strategic Trust |
230 |
New |
$74.81 |
$7,000 |
105 |
0% |
7,000 |
105 |
0 |
Closed - End Fund - Debt |
|
|
SCHG |
Schwab Strategic Trust |
236 |
New |
$92.91 |
$7,000 |
87 |
0% |
7,000 |
87 |
0 |
Closed - End Fund - Debt |
|
|
CHH |
Choice Hotels International... |
241 |
New |
$117.16 |
$6,000 |
55 |
0% |
6,000 |
55 |
0 |
Lodging |
|
|
RL |
Ralph Lauren Corporation |
244 |
New |
$167.15 |
$6,000 |
42 |
0% |
6,000 |
42 |
0 |
Textile - Apparel Clo... |
|
|
SMG |
The Scotts Miracle-Gro Co |
239 |
New |
$68.68 |
$6,000 |
91 |
0% |
6,000 |
91 |
0.006 |
Agricultural & Fertil... |
|
|
SEE |
Sealed Air Corpde |
249 |
New |
$37.67 |
$5,000 |
147 |
0% |
5,000 |
147 |
0 |
Packaging & Containers |
|
|
CBZ |
CBIZ Inc |
254 |
New |
$74.48 |
$5,000 |
77 |
0% |
5,000 |
77 |
0 |
Business Services |
|
|
WING |
Wingstop Inc. |
253 |
New |
$390.02 |
$5,000 |
20 |
0% |
5,000 |
20 |
0 |
N/A |
|
|
BKSY |
BlackSky Technology Inc |
248 |
New |
$1.21 |
$5,000 |
3,450 |
0% |
5,000 |
3,450 |
0 |
N/A |
|
|
HR |
Healthcare Realty Trust Inc |
266 |
New |
$24.29 |
$4,000 |
250 |
0% |
4,000 |
250 |
0 |
REIT - Healthcare Fac... |
|
|
AI |
C3.ai, Inc. |
269 |
New |
$23.89 |
$4,000 |
130 |
0% |
4,000 |
130 |
0 |
N/A |
|
|
HPP |
Hudson Pacific Properties, ... |
265 |
New |
$5.43 |
$4,000 |
404 |
0% |
4,000 |
404 |
0 |
REIT - Office |
|
|
WW |
WW International |
257 |
New |
$37.35 |
$4,000 |
507 |
0% |
4,000 |
507 |
0.003 |
Personal Services |
|
|
ARRY |
Array Technologies, Inc. |
263 |
New |
$0.00 |
$4,000 |
215 |
0% |
4,000 |
215 |
0 |
N/A |
|
|
VIACA |
Viacomcbs Class A |
258 |
New |
$22.31 |
$4,000 |
215 |
0% |
4,000 |
215 |
0 |
Entertainment - Diver... |
|
|
HSIC |
Henry Schein Inc |
262 |
New |
$73.31 |
$4,000 |
54 |
0% |
4,000 |
54 |
0 |
Medical Equipment Who... |
|
|
AMPH |
Amphastar Pharmaceuticals, ... |
264 |
New |
$42.21 |
$4,000 |
71 |
0% |
4,000 |
71 |
0 |
N/A |
|
|
NOV |
NOV Inc |
268 |
New |
$13.73 |
$4,000 |
176 |
0% |
4,000 |
176 |
0 |
Oil & Gas Equipment &... |
|
|
TCMD |
Tactile Systems Technology Inc |
271 |
New |
$13.90 |
$3,000 |
185 |
0% |
3,000 |
185 |
0 |
N/A |
|
|
SHEN |
Shenandoah Telecommunicatio... |
276 |
New |
$16.90 |
$3,000 |
154 |
0% |
3,000 |
154 |
0 |
Telecom Services - Do... |
|
|
NYCB |
New York Community Bancorp Inc |
275 |
New |
$3.45 |
$3,000 |
339 |
0% |
3,000 |
339 |
0 |
Savings & Loans |
|
|
HP |
Helmerich & Payne Inc |
279 |
New |
$38.75 |
$3,000 |
71 |
0% |
3,000 |
71 |
0 |
Oil & Gas Drilling & ... |
|
|
ELAN |
Elanco Animal Health Inc |
272 |
New |
$17.00 |
$3,000 |
215 |
0% |
3,000 |
215 |
0 |
N/A |
|
|
GSHD |
Goosehead Insurance Inc |
274 |
New |
$60.76 |
$3,000 |
38 |
0% |
3,000 |
38 |
0 |
N/A |
|
|
DINO |
Hf Sinclair Corp |
273 |
New |
$56.67 |
$3,000 |
45 |
0% |
3,000 |
45 |
0 |
N/A |
|
|
RPAY |
Repay Holdings Ord Shs Class A |
293 |
New |
$13.31 |
$2,000 |
188 |
0% |
2,000 |
188 |
0 |
N/A |
|
|
FEZ |
StreetTracks DJ Euro Stoxx50 |
297 |
New |
$53.06 |
$2,000 |
32 |
0% |
2,000 |
32 |
0 |
Closed - End Fund - E... |
|
|
SHLS |
Shoals Technologies Group, ... |
288 |
New |
$0.00 |
$2,000 |
148 |
0% |
2,000 |
148 |
0 |
N/A |
|
|
PEGA |
Pegasystems Inc |
302 |
New |
$61.46 |
$2,000 |
41 |
0% |
2,000 |
41 |
0 |
Business Software & S... |
|
|
OTTR |
Otter Tail Corp |
287 |
New |
$92.94 |
$2,000 |
23 |
0% |
2,000 |
23 |
0 |
Electric Utilities |
|
|
OMI |
Owens & Minor Inc |
290 |
New |
$18.63 |
$2,000 |
113 |
0% |
2,000 |
113 |
0 |
Medical Equipment Who... |
|
|
AIP |
Arteris, Inc. |
301 |
New |
$0.00 |
$2,000 |
355 |
0% |
2,000 |
355 |
0 |
N/A |
|
|
PERI |
Perion Network Ltd |
295 |
New |
$11.29 |
$2,000 |
80 |
0% |
2,000 |
80 |
0 |
Search Engines & Info... |
|
|
CMA |
Comerica Inc |
289 |
New |
$53.57 |
$2,000 |
27 |
0% |
2,000 |
27 |
0 |
Domestic Regional Banks |
|
|
FLYW |
Flywire Corp |
299 |
New |
$17.59 |
$2,000 |
82 |
0% |
2,000 |
82 |
0 |
N/A |
|
|
MVBF |
MVB Financial Corp |
294 |
New |
$18.64 |
$2,000 |
104 |
0% |
2,000 |
104 |
0 |
Domestic Regional Banks |
|
|
IVZ |
Invesco Plc (ADR) |
292 |
New |
$15.59 |
$2,000 |
85 |
0% |
2,000 |
85 |
0 |
Asset Management |
|
|
BEN |
Franklin Resources Inc |
298 |
New |
$23.74 |
$2,000 |
51 |
0% |
2,000 |
51 |
0 |
Asset Management |
|
|
CAR |
Avis Budget Group Inc |
307 |
New |
$119.36 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
Business Services |
|
|
UHAL |
AMERCO |
318 |
New |
$69.11 |
$1,000 |
9 |
0% |
1,000 |
9 |
0 |
Rental & Leasing Serv... |
|
|
SEEL |
Seelos Therapeutics Inc |
|
New |
$0.11 |
$1,000 |
925 |
0% |
1,000 |
925 |
0.001 |
Drug Manufacturers - ... |
|
|
MHK |
Mohawk Industries Inc |
306 |
New |
$119.81 |
$1,000 |
14 |
0% |
1,000 |
14 |
0 |
Textile Manufacturing |
|
|
LFVN |
Lifevantage Corporation |
312 |
New |
$6.70 |
$1,000 |
143 |
0% |
1,000 |
143 |
0 |
Drug Manufacturers - ... |
|
|
UHS |
Universal Health Services Inc |
325 |
New |
$178.09 |
$1,000 |
8 |
0% |
1,000 |
8 |
0 |
Hospitals |
|
|
INST |
Instructure Holdings, Inc. |
310 |
New |
$19.79 |
$1,000 |
50 |
0% |
1,000 |
50 |
0 |
N/A |
|
|
DOCS |
Doximity, Inc. |
327 |
New |
$23.37 |
$0 |
5 |
0% |
0 |
5 |
0 |
N/A |
|
|
AFRM |
Affirm Holdings, Inc. |
417 |
New |
$0.00 |
$0 |
6 |
0% |
0 |
6 |
0 |
N/A |
|
|
MICT |
Micronet Enertec Technologi... |
643 |
New |
$0.00 |
$0 |
200 |
0% |
0 |
200 |
0 |
Aerospace/Defense - M... |
|
|
NTGR |
NETGEAR Inc |
479 |
New |
$14.69 |
$0 |
11 |
0% |
0 |
11 |
0 |
Communication Equipment |
|
|
TNDM |
Tandem Diabetes Care Inc |
462 |
New |
$44.36 |
$0 |
6 |
0% |
0 |
6 |
0 |
Medical Instruments &... |
|
|
VZIO |
Vizio Holding Corp. |
508 |
New |
$0.00 |
$0 |
24 |
0% |
0 |
24 |
0 |
N/A |
|
|
KREF |
Kkr Real Estate Finance Tru... |
416 |
New |
$9.60 |
$0 |
11 |
0% |
0 |
11 |
0 |
N/A |
|
|
WOW |
Wideopenwest, Inc. |
469 |
New |
$4.65 |
$0 |
36 |
0% |
0 |
36 |
0 |
N/A |
|
|
CNMD |
Conmed Corp |
524 |
New |
$71.16 |
$0 |
1 |
0% |
0 |
1 |
0 |
Medical Appliances & ... |
|
|
FIBK |
First Interstate Bancsystem... |
614 |
New |
$27.75 |
$0 |
5 |
0% |
0 |
5 |
0 |
Domestic Regional Banks |
|
|
ARDX |
Ardelyx Inc |
435 |
New |
$7.77 |
$0 |
31 |
0% |
0 |
31 |
0 |
N/A |
|
|
XRAY |
DENTSPLY International |
422 |
New |
$27.89 |
$0 |
11 |
0% |
0 |
11 |
0 |
Medical Instruments &... |
|
|
UI |
Ubiquiti Inc |
542 |
New |
$110.59 |
$0 |
1 |
0% |
0 |
1 |
0 |
Wireless Communications |
|
|
CVLT |
Commvault Systems Inc |
688 |
New |
$111.32 |
$0 |
2 |
0% |
0 |
2 |
0 |
Application Software |
|
|
FSS |
Federal Signal Corp |
500 |
New |
$80.84 |
$0 |
2 |
0% |
0 |
2 |
0 |
Trucks & Other Vehicles |
|
|
FEU |
streetTRACKS DJ STOXX 50 |
355 |
New |
$43.10 |
$0 |
3 |
0% |
0 |
3 |
0 |
Closed - End Fund - E... |
|
|
ONTO |
Onto Innovation Inc |
468 |
New |
$224.35 |
$0 |
1 |
0% |
0 |
1 |
0 |
Scientific & Technica... |
|
