HoldingsChannel.com
Crewe Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
PLURALSIGHT INC 4,851,680 -360,000 $81,484
     PS4,851,680-360,000$81,484
SPDR S&P 500 ETF TR (SPY) 73,694 +264 $21,870
     SPY73,694+264$21,870
ISHARES TR (IVV) 51,909 -1,058 $15,496
     IVV51,909-1,058$15,496
DBX ETF TR (DBEF) 428,792 +33,334 $13,867
     DBEF428,792+33,334$13,867
CHEVRON CORP NEW 112,540 -5,186 $13,347
     CVX112,540-5,186$13,347
ISHARES TR (IWM) 69,316 +3,006 $10,490
     IWM69,316+3,006$10,490
SPDR S&P MIDCAP 400 ETF TR (MDY) 16,102 -1,901 $5,676
     MDY16,102-1,901$5,676
ISHARES TR (IJH) 28,212 +7,436 $5,451
     IJH28,212+7,436$5,451
INVESCO EXCHNG TRADED FD TR (PGX) 283,784 -8,342 $4,262
     PGX283,784-8,342$4,262
VANGUARD TAX MANAGED INTL FD (VEA) 95,492 -6,427 $3,923
     VEA95,492-6,427$3,923
APPLE INC 13,039 -2,761 $2,920
     AAPL13,039-2,761$2,920
ISHARES TR (EFA) 44,164 -5,151 $2,880
     EFA44,164-5,151$2,880
VISA INC 16,283 -700 $2,801
     V16,283-700$2,801
MICROSOFT CORP 19,729 +105 $2,743
     MSFT19,729+105$2,743
VANGUARD INTL EQUITY INDEX F (VWO) 52,885 -2,845 $2,129
     VWO52,885-2,845$2,129
ISHARES TR (EMB) 12,887 -908 $1,461
     EMB12,887-908$1,461
TORTOISE ENERGY INFRA CORP 68,298 -2,234 $1,397
     TYG68,298-2,234$1,397
SEMGROUP CORP 80,056 UNCH $1,308
     SEMG80,056UNCH$1,308
ISHARES TR (IWV) 6,401 UNCH $1,112
     IWV6,401UNCH$1,112
EXXON MOBIL CORP 14,226 +1,712 $1,004
     XOM14,226+1,712$1,004
INVESCO QQQ TR 4,081 -997 $771
     QQQ4,081-997$771
ISHARES TR (IVE) 6,355 UNCH $757
     IVE6,355UNCH$757
AMAZON COM INC 407 +8 $707
     AMZN407+8$707
ISHARES TR (DVY) 6,925 +344 $706
     DVY6,925+344$706
ISHARES TR (PFF) 18,736 -437 $703
     PFF18,736-437$703
VANGUARD SCOTTSDALE FDS (VCSH) 7,269 -106 $589
     VCSH7,269-106$589
ALPHABET INC 458 -405 $559
     GOOGL458-405$559
BERKSHIRE HATHAWAY INC DEL      $515
     BRK.B2,474-30$515
VANGUARD INDEX FDS (VTI) 3,045 -108 $460
     VTI3,045-108$460
UNITED TECHNOLOGIES CORP 3,320 UNCH $453
     UTX3,320UNCH$453
TESLA INC 1,811 UNCH $436
     TSLA1,811UNCH$436
JPMORGAN CHASE & CO 3,661 -192 $431
     JPM3,661-192$431
FACEBOOK INC 2,385 -2,756 $425
     FB2,385-2,756$425
VANGUARD INDEX FDS (VNQ) 4,522 -1,295 $422
     VNQ4,522-1,295$422
ROYAL DUTCH SHELL PLC      $405
     RDS.A6,890UNCH$405
DUKE ENERGY CORP NEW 4,046 -5 $388
     DUK4,046-5$388
BP PLC 10,016 +25 $380
     BP10,016+25$380
SUNCOR ENERGY INC NEW 10,794 UNCH $341
     SU10,794UNCH$341
FIRST FINL BANKSHARES (FFIN) 9,690 UNCH $323
     FFIN9,690UNCH$323
BOEING CO 799 UNCH $304
     BA799UNCH$304
NEXTERA ENERGY INC 1,246 UNCH $290
     NEE1,246UNCH$290
WEC ENERGY GROUP INC 3,039 -97 $289
     WEC3,039-97$289
BOOKING HLDGS INC 138 -258 $271
     BKNG138-258$271
SPDR GOLD TRUST (GLD) 1,940 UNCH $269
     GLD1,940UNCH$269
MASTERCARD INC 983 -1,203 $267
     MA983-1,203$267
NORTHWESTERN CORP 3,444 UNCH $258
     NWE3,444UNCH$258
NETFLIX INC 921 UNCH $246
     NFLX921UNCH$246
WELLS FARGO CO NEW 4,795 -4,662 $242
     WFC4,795-4,662$242
GENERAL ELECTRIC CO 25,827 UNCH $231
     GE25,827UNCH$231
ISHARES TR (SCZ) 3,986 -895 $228
     SCZ3,986-895$228

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 09/30/2019: $217,522
At 06/30/2019: $307,593

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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