HoldingsChannel.com
Crewe Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
PLURALSIGHT INC 4,761,680 -90,000 $81,949
     PS4,761,680-90,000$81,949
SPDR S&P 500 ETF TR (SPY) 73,322 -372 $23,599
     SPY73,322-372$23,599
ISHARES TR (IVV) 54,258 +2,349 $17,538
     IVV54,258+2,349$17,538
DBX ETF TR (DBEF) 423,352 -5,440 $14,301
     DBEF423,352-5,440$14,301
CHEVRON CORP NEW 113,377 +837 $13,663
     CVX113,377+837$13,663
ISHARES TR (IWM) 69,043 -273 $11,438
     IWM69,043-273$11,438
ISHARES TR (IJH) 30,395 +2,183 $6,256
     IJH30,395+2,183$6,256
SPDR S&P MIDCAP 400 ETF TR (MDY) 16,149 +47 $6,062
     MDY16,149+47$6,062
INVESCO EXCHNG TRADED FD TR (PGX) 298,894 +15,110 $4,486
     PGX298,894+15,110$4,486
VANGUARD TAX MANAGED INTL FD (VEA) 101,246 +5,754 $4,461
     VEA101,246+5,754$4,461
MICROSOFT CORP 19,641 -88 $3,097
     MSFT19,641-88$3,097
APPLE INC 10,243 -2,796 $3,008
     AAPL10,243-2,796$3,008
VANGUARD WORLD FD (ESGV) 49,672 +49,672 $2,810
     ESGV49,672+49,672$2,810
VISA INC 14,682 -1,601 $2,759
     V14,682-1,601$2,759
ISHARES TR (EFA) 33,781 -10,383 $2,346
     EFA33,781-10,383$2,346
VANGUARD INTL EQUITY INDEX F (VWO) 42,802 -10,083 $1,903
     VWO42,802-10,083$1,903
VANGUARD WORLD FD (VSGX) 35,202 +35,202 $1,882
     VSGX35,202+35,202$1,882
ISHARES TR (EMB) 11,659 -1,228 $1,336
     EMB11,659-1,228$1,336
TORTOISE ENERGY INFRA CORP 68,949 +651 $1,236
     TYG68,949+651$1,236
ISHARES TR (SCZ) 19,508 +15,522 $1,215
     SCZ19,508+15,522$1,215
ISHARES TR (IWV) 5,417 -984 $1,021
     IWV5,417-984$1,021
EXXON MOBIL CORP 14,226 UNCH $993
     XOM14,226UNCH$993
INVESCO QQQ TR 3,903 -178 $830
     QQQ3,903-178$830
TESLA INC 1,811 UNCH $758
     TSLA1,811UNCH$758
ISHARES TR (DVY) 7,000 +75 $740
     DVY7,000+75$740
ISHARES TR (PFF) 18,736 UNCH $704
     PFF18,736UNCH$704
AMAZON COM INC 375 -32 $693
     AMZN375-32$693
VANGUARD SCOTTSDALE FDS (VCSH) 7,649 +380 $620
     VCSH7,649+380$620
ISHARES TR (IVE) 4,431 -1,924 $576
     IVE4,431-1,924$576
VANGUARD INDEX FDS (VOO) 1,810 +1,763 $535
     VOO1,810+1,763$535
JPMORGAN CHASE & CO 3,666 +5 $511
     JPM3,666+5$511
VANGUARD INDEX FDS (VTI) 3,045 UNCH $498
     VTI3,045UNCH$498
BERKSHIRE HATHAWAY INC DEL      $495
     BRK.B2,187-287$495
BP PLC 12,454 +2,438 $470
     BP12,454+2,438$470
ROYAL DUTCH SHELL PLC      $412
     RDS.A6,890UNCH$406
     RDS.B94+94$6
VANGUARD INDEX FDS (VNQ) 4,387 -135 $407
     VNQ4,387-135$407
UNITED TECHNOLOGIES CORP 2,632 -688 $394
     UTX2,632-688$394
ALPHABET INC 292 -166 $391
     GOOGL292-166$391
DUKE ENERGY CORP NEW 4,046 UNCH $369
     DUK4,046UNCH$369
SUNCOR ENERGY INC NEW 10,794 UNCH $354
     SU10,794UNCH$354
FIRST FINL BANKSHARES (FFIN) 9,690 UNCH $340
     FFIN9,690UNCH$340
FACEBOOK INC 1,646 -739 $338
     FB1,646-739$338
GENERAL ELECTRIC CO 26,216 +389 $293
     GE26,216+389$293
NEXTERA ENERGY INC 1,204 -42 $292
     NEE1,204-42$292
WEC ENERGY GROUP INC 3,039 UNCH $280
     WEC3,039UNCH$280
SPDR GOLD TRUST (GLD) 1,940 UNCH $277
     GLD1,940UNCH$277
BOEING CO 799 UNCH $260
     BA799UNCH$260
NORTHWESTERN CORP 3,444 UNCH $247
     NWE3,444UNCH$247
PFIZER INC 6,299 +69 $247
     PFE6,299+69$247
VANGUARD INDEX FDS (VO) 1,307 +1,307 $233
     VO1,307+1,307$233

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 12/31/2019: $228,464
At 09/30/2019: $217,522

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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