HoldingsChannel.com
Crewe Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
PLURALSIGHT INC 4,786,280 +24,600 $52,553
     PS4,786,280+24,600$52,553
SPDR S&P 500 ETF TR (SPY) 76,273 +2,951 $19,659
     SPY76,273+2,951$19,659
ISHARES TR (IVV) 60,220 +5,962 $15,561
     IVV60,220+5,962$15,561
DBX ETF TR (DBEF) 438,937 +15,585 $11,764
     DBEF438,937+15,585$11,764
CHEVRON CORP NEW 117,284 +3,907 $8,498
     CVX117,284+3,907$8,498
ISHARES TR (IWM) 71,446 +2,403 $8,178
     IWM71,446+2,403$8,178
ISHARES TR (IJH) 45,860 +15,465 $6,597
     IJH45,860+15,465$6,597
INVESCO EXCHANGE TRADED FD T (PGX) 320,689 +21,795 $4,220
     PGX320,689+21,795$4,220
VANGUARD WORLD FD (ESGV) 68,438 +18,766 $3,134
     ESGV68,438+18,766$3,134
VANGUARD TAX MANAGED INTL FD (VEA) 92,664 -8,582 $3,089
     VEA92,664-8,582$3,089
MICROSOFT CORP 19,037 -604 $3,002
     MSFT19,037-604$3,002
SPDR S&P MIDCAP 400 ETF TR (MDY) 9,847 -6,302 $2,589
     MDY9,847-6,302$2,589
ADAPTIVE BIOTECHNOLOGIES COR 93,000 +93,000 $2,584
     ADPT93,000+93,000$2,584
VISA INC 14,682 UNCH $2,366
     V14,682UNCH$2,366
VANGUARD WORLD FD (VSGX) 48,772 +13,570 $2,007
     VSGX48,772+13,570$2,007
ISHARES TR (EFA) 33,079 -702 $1,768
     EFA33,079-702$1,768
APPLE INC 6,924 -3,319 $1,761
     AAPL6,924-3,319$1,761
VANGUARD INTL EQUITY INDEX F (VWO) 41,384 -1,418 $1,388
     VWO41,384-1,418$1,388
ISHARES TR (EMB) 11,659 UNCH $1,127
     EMB11,659UNCH$1,127
TESLA INC 1,871 +60 $980
     TSLA1,871+60$980
ISHARES TR (IWV) 5,287 -130 $784
     IWV5,287-130$784
INVESCO QQQ TR 3,924 +21 $747
     QQQ3,924+21$747
VANGUARD INDEX FDS (VOO) 3,099 +1,289 $734
     VOO3,099+1,289$734
VANGUARD SCOTTSDALE FDS (VCSH) 7,269 -380 $575
     VCSH7,269-380$575
ISHARES TR (DVY) 7,200 +200 $529
     DVY7,200+200$529
EXXON MOBIL CORP 13,592 -634 $516
     XOM13,592-634$516
AMAZON COM INC 219 -156 $427
     AMZN219-156$427
VANGUARD INDEX FDS (VNQ) 5,500 +1,113 $384
     VNQ5,500+1,113$384
VANGUARD INDEX FDS (VTI) 2,823 -222 $364
     VTI2,823-222$364
ISHARES TR (PFF) 11,292 -7,444 $360
     PFF11,292-7,444$360
DUKE ENERGY CORP NEW 4,046 UNCH $327
     DUK4,046UNCH$327
JPMORGAN CHASE & CO 3,464 -202 $312
     JPM3,464-202$312
NEXTERA ENERGY INC 1,204 UNCH $290
     NEE1,204UNCH$290
SPDR GOLD TRUST (GLD) 1,940 UNCH $287
     GLD1,940UNCH$287
ISHARES TR (IVE) 2,781 -1,650 $268
     IVE2,781-1,650$268
WEC ENERGY GROUP INC 3,039 UNCH $268
     WEC3,039UNCH$268
FIRST FINL BANKSHARES (FFIN) 9,690 UNCH $260
     FFIN9,690UNCH$260
VANGUARD INDEX FDS (VO) 1,863 +556 $245
     VO1,863+556$245
ROYAL DUTCH SHELL PLC      $240
     RDS.A6,890UNCH$240
UNITED TECHNOLOGIES CORP 2,397 -235 $226
     UTX2,397-235$226
NORTHWESTERN CORP 3,444 UNCH $206
     NWE3,444UNCH$206
GENERAL ELECTRIC CO 25,827 -389 $205
     GE25,827-389$205
PFIZER INC 6,230 -69 $203
     PFE6,230-69$203
BP PLC 7,859 -4,595 $192
     BP7,859-4,595$192
BERKSHIRE HATHAWAY INC DEL      $181
     BRK.B991-1,196$181
VANGUARD SCOTTSDALE FDS (VCIT) 2,000 -233 $174
     VCIT2,000-233$174
SPDR DOW JONES INDL AVRG ETF (DIA) 786 UNCH $172
     DIA786UNCH$172
SUNCOR ENERGY INC NEW 10,794 UNCH $171
     SU10,794UNCH$171
AT&T INC 5,379 UNCH $157
     T5,379UNCH$157
BRISTOL MYERS SQUIBB CO      $148
     BMY2,664UNCH$148
     RIGHT 99 99 999916UNCH$0

See Full List: All Stocks Held By Crewe Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Crewe Advisors LLC

Size ($ in 1000's)
At 03/31/2020: $167,595
At 12/31/2019: $228,464

Crewe Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Crewe Advisors LLC 13F filings. Link to 13F filings: SEC filings

Crewe Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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