HoldingsChannel.com
Crewe Advisors LLC Top Holdings
As of  06/30/2020

   EntityAmountChange
 03/31/2020 to 06/30/2020
Position Size
($ in 1000's)
PLURALSIGHT INC 3,424,308 -1,361,972 $61,809
     PS3,424,308-1,361,972$61,809
SPDR S&P 500 ETF TR (SPY) 76,051 -222 $23,451
     SPY76,051-222$23,451
ISHARES TR (IVV) 61,686 +1,466 $19,104
     IVV61,686+1,466$19,104
DBX ETF TR (DBEF) 454,341 +15,404 $13,730
     DBEF454,341+15,404$13,730
ISHARES TR (IWM) 73,388 +1,942 $10,508
     IWM73,388+1,942$10,508
CHEVRON CORP NEW 112,255 -5,029 $10,017
     CVX112,255-5,029$10,017
ISHARES TR (IJH) 49,811 +3,951 $8,857
     IJH49,811+3,951$8,857
INVESCO EXCH TRADED FD TR II (PGX) 398,863 +78,174 $5,632
     PGX398,863+78,174$5,632
MICROSOFT CORP 20,138 +1,101 $4,098
     MSFT20,138+1,101$4,098
APPLE INC 11,068 +4,144 $4,038
     AAPL11,068+4,144$4,038
ADAPTIVE BIOTECHNOLOGIES COR 81,418 -11,582 $3,939
     ADPT81,418-11,582$3,939
VANGUARD WORLD FD (ESGV) 68,438 UNCH $3,859
     ESGV68,438UNCH$3,859
SPDR S&P MIDCAP 400 ETF TR (MDY) 10,199 +352 $3,309
     MDY10,199+352$3,309
VISA INC 14,899 +217 $2,878
     V14,899+217$2,878
VANGUARD WORLD FD (VSGX) 48,772 UNCH $2,346
     VSGX48,772UNCH$2,346
TESLA INC 1,887 +16 $2,038
     TSLA1,887+16$2,038
ISHARES TR (EFA) 23,152 -9,927 $1,409
     EFA23,152-9,927$1,409
VANGUARD TAX MANAGED FDS (VEA) 29,709 -62,955 $1,152
     VEA29,709-62,955$1,152
INVESCO QQQ TR 4,404 +480 $1,090
     QQQ4,404+480$1,090
AMAZON COM INC 345 +126 $952
     AMZN345+126$952
ISHARES TR (IWV) 5,222 -65 $940
     IWV5,222-65$940
EXXON MOBIL CORP 20,735 +7,143 $927
     XOM20,735+7,143$927
VANGUARD INTL EQUITY INDEX F (VWO) 22,292 -19,092 $883
     VWO22,292-19,092$883
VANGUARD INDEX FDS (VOO) 3,023 -76 $857
     VOO3,023-76$857
BERKSHIRE HATHAWAY INC DEL      $819
     BRK.B4,588+3,597$819
SPDR GOLD TR (GLD) 3,708 +1,768 $621
     GLD3,708+1,768$621
VANGUARD SCOTTSDALE FDS (VCSH) 7,269 UNCH $601
     VCSH7,269UNCH$601
ISHARES TR (DVY) 7,320 +120 $591
     DVY7,320+120$591
VANGUARD INDEX FDS (VXF) 4,207 +4,184 $498
     VXF4,207+4,184$498
VANGUARD INDEX FDS (VTI) 2,823 UNCH $442
     VTI2,823UNCH$442
VANGUARD INDEX FDS (VNQ) 5,423 -77 $426
     VNQ5,423-77$426
ROYAL DUTCH SHELL PLC      $395
     RDS.A12,090+5,200$395
FACEBOOK INC 1,705 +1,072 $387
     FB1,705+1,072$387
ALPHABET INC 262 +161 $372
     GOOGL262+161$372
ISHARES TR (EMB) 3,251 -8,408 $355
     EMB3,251-8,408$355
DUKE ENERGY CORP NEW 4,287 +241 $342
     DUK4,287+241$342
JPMORGAN CHASE & CO 3,464 UNCH $326
     JPM3,464UNCH$326
VANGUARD INDEX FDS (VO) 1,863 UNCH $305
     VO1,863UNCH$305
ISHARES TR (IVE) 2,781 UNCH $301
     IVE2,781UNCH$301
NETFLIX INC 628 +628 $286
     NFLX628+628$286
WEC ENERGY GROUP INC 3,266 +227 $286
     WEC3,266+227$286
COSTCO WHSL CORP NEW 930 +655 $282
     COST930+655$282
FIRST FINL BANKSHARES (FFIN) 9,690 UNCH $280
     FFIN9,690UNCH$280
NEXTERA ENERGY INC 1,101 -103 $264
     NEE1,101-103$264
BP PLC 9,919 +2,060 $231
     BP9,919+2,060$231
ISHARES TR (PFF) 6,182 -5,110 $214
     PFF6,182-5,110$214
ALIBABA GROUP HLDG LTD 981 +981 $212
     BABA981+981$212
NORTHWESTERN CORP 3,794 +350 $207
     NWE3,794+350$207
PFIZER INC 6,230 UNCH $204
     PFE6,230UNCH$204
SPDR DOW JONES INDL AVERAGE (DIA) 786 UNCH $203
     DIA786UNCH$203

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 06/30/2020: $204,706
At 03/31/2020: $167,595

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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