Crewe Advisors LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 23, 2025
Value $
$712M
Signature - Title
Dustin Thackeray - Chief Investment Officer
Location
Salt Lake City, UT
Summary
This page shows a list of all the recent 13F filings made by Crewe Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Crewe Advisors LLC reported 716 stock holdings with total value $712M as of Q1 2025. Top holdings included IVV, SPY, IJH, IEFA, and ESGV.
Holdings Value

List of Other Managers Reporting for Crewe Advisors LLC:

Name Holdings Value Location File Number
Invesco Ltd. $541B Atlanta, GA 028-11246
Nuveen Asset Management, LLC $354B Chicago, IL 028-14498
ENVESTNET ASSET MANAGEMENT INC $312B Chicago, IL 028-13411
Quantinno Capital Management LP $10.2B New York, NY 028-19308
ALTA CAPITAL MANAGEMENT LLC/ $1.54B Salt Lake City, UT 028-05119
Aperio Group, LLC Sausalito, CA 028-11964
J.P. Morgan Investment Management Inc. New York, NY 028-11937
Neuberger Berman Investment Advisers LLC New York, NY 028-17085
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 716 $712M +$38.6M -$29.4M +$9.22M IVV, SPY, IJH, IEFA, ESGV 13F-HR 4/22/2025, 07:38 PM
Q4 2024 646 $725M +$104M -$221M -$118M IVV, SPY, IJH, BRKA, IEFA 13F-HR 1/27/2025, 01:48 PM
Q3 2024 713 $862M +$55.2M -$157M -$102M ENSG, IVV, SPY, IJH, BRKA 13F-HR 11/12/2024, 04:55 PM
Q2 2024 936 $892M +$39.4M -$13.1M +$26.3M ENSG, IVV, SPY, IJH, BRKA 13F-HR 7/29/2024, 04:12 PM
Q1 2024 926 $858M +$232M -$33.4M +$199M ENSG, IVV, SPY, IJH, BRKA 13F-HR 5/13/2024, 06:38 PM
Q4 2023 413 $632M +$19.5M -$34M -$14.6M ENSG, IVV, SPY, IJH, BRKA 13F-HR 2/9/2024, 12:11 PM
Q3 2023 946 $578M +$14.3M -$128M -$113M ENSG, IVV, SPY, IJH, BRKA 13F-HR 11/8/2023, 07:29 PM
Q2 2023 868 $712M +$21.6M -$21.7M -$157K ENSG, IVV, SPY, IJH, BRKA 13F-HR 7/28/2023, 05:07 PM
Q1 2023 811 $686M +$34.5M -$17.7M +$16.8M ENSG, IVV, SPY, IJH, BRKA 13F-HR 5/12/2023, 01:52 PM
Q4 2022 1,017 $630M +$62.4M -$26.4M +$36.1M ENSG, IVV, SPY, IJH, BRKA 13F-HR 2/7/2023, 08:19 PM
Q3 2022 1,143 $553M +$125M -$2.96M +$122M ENSG, IVV, SPY, BRKA, IJH 13F-HR 11/14/2022, 01:13 PM
Q2 2022 1,058 $453M +$44.2M -$15.7M +$28.6M ENSG, IVV, SPY, IJH, ESGV 13F-HR 8/2/2022, 12:37 PM
Q1 2022 451 $512M +$37.8M -$2.41M +$35.4M ENSG, IVV, SPY, ESGV, VSGX 13F-HR 4/27/2022, 04:32 PM
Q4 2021 388 $492M +$43.9M -$3.56M +$40.4M ENSG, IVV, ESGV, SPY, VSGX 13F-HR 2/10/2022, 01:51 PM
Q3 2021 385 $423M +$54.9M -$4.32M +$50.5M ENSG, IVV, SPY, PNTG, ESGV 13F-HR 10/29/2021, 12:30 PM
Q2 2021 447 $403M +$14.1M -$12.4M +$1.64M ENSG, PNTG, IVV, SPY, IJH 13F-HR 8/10/2021, 06:49 PM
Q1 2021 445 $403M +$172M -$33.4M +$139M ENSG, PNTG, IVV, SPY, IJH 13F-HR 4/21/2021, 01:31 PM
Q4 2020 421 $250M +$40.9M -$40.7M +$176K PS, SPY, IVV, DBEF, IJH 13F-HR 1/27/2021, 04:26 PM
Q3 2020 565 $213M +$16.7M -$6.27M +$10.4M PS, SPY, IVV, DBEF, IWM 13F-HR 10/13/2020, 04:01 PM
Q2 2020 208 $205M +$10.3M -$30.8M -$20.5M PS, SPY, IVV, DBEF, IWM 13F-HR 7/24/2020, 01:46 PM
Q1 2020 171 $168M +$10.7M -$6.05M +$4.62M PS, SPY, IVV, DBEF, CVX 13F-HR 5/7/2020, 01:27 PM
Q4 2019 243 $228M +$9.52M -$7.48M +$2.04M PS, SPY, IVV, DBEF, CVX 13F-HR 2/5/2020, 11:42 AM
Q3 2019 209 $218M +$3.73M -$16.8M -$13.1M PS, SPY, IVV, DBEF, CVX 13F-HR 11/5/2019, 05:55 PM
Q2 2019 280 $308M +$31.2M -$34.8M -$3.62M PS, SPY, IVV, CVX, DBEF 13F-HR 8/9/2019, 01:51 PM
Q1 2019 224 $318M +$4.11M -$84M -$79.9M PS, CVX, SPY, IVV, DBEF 13F-HR 5/9/2019, 08:14 PM
Q4 2018 223 $316M +$218M -$2.79M +$215M PS, SPY, CVX, IVV, DBEF 13F-HR 2/5/2019, 11:34 AM
Q3 2018 228 $118M +$11.9M -$3.88M +$8.07M CVX, IVV, SPY, DBEF, MDY 13F-HR 11/13/2018, 09:23 AM
Q2 2018 246 $107M +$8.81M -$3.58M +$5.23M CVX, SPY, IVV, DBEF, MDY 13F-HR 8/7/2018, 01:24 PM
Q1 2018 264 $102M +$6.48M -$1.61M +$4.87M CVX, SPY, IVV, DBEF, MDY 13F-HR 5/7/2018, 02:52 PM
Q4 2017 261 $102M CVX, SPY, IVV, DBEF, MDY 13F-HR 2/9/2018, 12:23 PM