HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ENSIGN GROUP INC |
1,211,171 | +36,587 | $135,905 |
| ENSG | 1,211,171 | +36,587 | $135,905 |
| ISHARES TR (IVV) |
140,258 | -17,817 | $66,992 |
| IVV | 140,258 | -17,817 | $66,992 |
| SPDR S&P 500 ETF TR (SPY) |
94,148 | +828 | $44,750 |
| SPY | 94,148 | +828 | $44,750 |
| ISHARES TR (IJH) |
131,825 | -7,750 | $36,535 |
| IJH | 131,825 | -7,750 | $36,535 |
 BERKSHIRE HATHAWAY INC DEL |
$34,335 | ||
| BRK.A | 56 | UNCH | $30,387 |
| BRK.B | 11,069 | +594 | $3,948 |
| VANGUARD WORLD FD (ESGV) |
314,958 | -31,170 | $26,790 |
| ESGV | 314,958 | -31,170 | $26,790 |
| VANGUARD BD INDEX FDS (BND) |
362,011 | +31,911 | $26,626 |
| BND | 362,011 | +31,911 | $26,626 |
| VANGUARD WORLD FD (VSGX) |
462,759 | -30,344 | $25,581 |
| VSGX | 462,759 | -30,344 | $25,581 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
48,790 | -77 | $24,755 |
| MDY | 48,790 | -77 | $24,755 |
| DBX ETF TR (DBEF) |
662,397 | -24,013 | $24,495 |
| DBEF | 662,397 | -24,013 | $24,495 |
| VANGUARD INDEX FDS (VB) |
106,614 | +1,585 | $22,744 |
| VB | 106,614 | +1,585 | $22,744 |
| ISHARES TR (IWM) |
96,062 | -8,856 | $19,281 |
| IWM | 96,062 | -8,856 | $19,281 |
| PENNANT GROUP INC |
1,108,104 | +7,797 | $15,425 |
| PNTG | 1,108,104 | +7,797 | $15,425 |
| ISHARES TR (IEFA) |
186,133 | -50,358 | $13,094 |
| IEFA | 186,133 | -50,358 | $13,094 |
| VANGUARD WORLD FDS (VGT) |
22,642 | UNCH | $10,959 |
| VGT | 22,642 | UNCH | $10,959 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
202,943 | -4,109 | $10,194 |
| JPST | 202,943 | -4,109 | $10,194 |
| VANGUARD INDEX FDS (VOO) |
21,821 | +385 | $9,532 |
| VOO | 21,821 | +385 | $9,532 |
| ISHARES TR (PFF) |
272,904 | -95,101 | $8,512 |
| PFF | 272,904 | -95,101 | $8,512 |
| ISHARES TR (MUB) |
69,419 | +15,953 | $7,526 |
| MUB | 69,419 | +15,953 | $7,526 |
| INVESCO QQQ TR |
16,694 | -726 | $6,836 |
| QQQ | 16,694 | -726 | $6,836 |
| ISHARES TR (EFA) |
64,027 | +6,407 | $4,824 |
| EFA | 64,027 | +6,407 | $4,824 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
90,405 | -157 | $3,716 |
| VWO | 90,405 | -157 | $3,716 |
| WASTE CONNECTIONS INC |
24,550 | +24,550 | $3,665 |
| WCN | 24,550 | +24,550 | $3,665 |
| ISHARES INC (IEMG) |
61,211 | -9,243 | $3,096 |
| IEMG | 61,211 | -9,243 | $3,096 |
| ISHARES TR (IJR) |
25,697 | +7,668 | $2,782 |
| IJR | 25,697 | +7,668 | $2,782 |
| SCHWAB STRATEGIC TR |
33,759 | +1,849 | $2,570 |
| SCHD | 33,759 | +1,849 | $2,570 |
| VANGUARD INDEX FDS (VTI) |
10,713 | -714 | $2,541 |
| VTI | 10,713 | -714 | $2,541 |
| ISHARES TR (IWF) |
8,195 | +12 | $2,484 |
| IWF | 8,195 | +12 | $2,484 |
| ISHARES TR (DGRO) |
45,071 | -6,978 | $2,426 |
| DGRO | 45,071 | -6,978 | $2,426 |
| ISHARES TR (SCZ) |
30,033 | +795 | $1,859 |
| SCZ | 30,033 | +795 | $1,859 |
| ISHARES TR (EEM) |
38,002 | UNCH | $1,528 |
| EEM | 38,002 | UNCH | $1,528 |
| SELECT SECTOR SPDR TR (XLK) |
7,192 | +320 | $1,384 |
| XLK | 7,192 | +320 | $1,384 |
| VANGUARD TAX MANAGED FDS (VEA) |
27,527 | -1,825 | $1,319 |
| VEA | 27,527 | -1,825 | $1,319 |
| VANGUARD INDEX FDS (VNQ) |
13,771 | -3,186 | $1,217 |
| VNQ | 13,771 | -3,186 | $1,217 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
18,683 | -9,055 | $1,027 |
| JEPI | 18,683 | -9,055 | $1,027 |
| VANGUARD INDEX FDS (VO) |
4,336 | +680 | $1,009 |
| VO | 4,336 | +680 | $1,009 |
| SANDSTORM GOLD LTD |
199,746 | UNCH | $1,005 |
| SAND | 199,746 | UNCH | $1,005 |
| SPDR GOLD TR (GLD) |
4,802 | +880 | $918 |
| GLD | 4,802 | +880 | $918 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
11,208 | +8,820 | $911 |
| VCIT | 11,208 | +8,820 | $911 |
| SCHWAB STRATEGIC TR |
15,497 | +16 | $874 |
| SCHX | 15,497 | +16 | $874 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
4,356 | +1,099 | $742 |
| VIG | 4,356 | +1,099 | $742 |
| AUTONATION INC |
4,761 | UNCH | $715 |
| AN | 4,761 | UNCH | $715 |
| SELECT SECTOR SPDR TR (XLF) |
18,840 | UNCH | $708 |
| XLF | 18,840 | UNCH | $708 |
| VANGUARD INDEX FDS (VXF) |
4,207 | UNCH | $692 |
| VXF | 4,207 | UNCH | $692 |
| ISHARES TR (IWV) |
2,007 | UNCH | $549 |
| IWV | 2,007 | UNCH | $549 |
| ISHARES TR (AGG) |
5,218 | -1,631 | $518 |
| AGG | 5,218 | -1,631 | $518 |
| ISHARES TR (EMB) |
5,454 | +30 | $486 |
| EMB | 5,454 | +30 | $486 |
| PIMCO ETF TR (MINT) |
4,727 | +4,082 | $472 |
| MINT | 4,727 | +4,082 | $472 |
| SELECT SECTOR SPDR TR (XLV) |
3,452 | +14 | $471 |
| XLV | 3,452 | +14 | $471 |
| ISHARES TR (QUAL) |
3,150 | -833 | $463 |
| QUAL | 3,150 | -833 | $463 |
See Full List: All Stocks Held By Crewe Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Crewe Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $632,047 At 09/30/2023: $578,208 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 |
