Crewe Advisors LLC

Business address
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
Top securities (13F)
IVV, SPY, IJH, PULS, IEFA, BND, BRKA, ESGV, DBEF, MSFT, MDY, AAPL, MUB, VB, TSLA, CVX, IWM, IJR, PACS, and VGT
State of incorporation
UT
Fiscal year end
31 December
Crewe Advisors LLC has filed 37 SEC EDGAR filings since 09 Feb 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-18317
N-PX Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-18317
13F-HR Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-18317
13F-HR Open Document Open Filing 23 Apr 2025 31 Mar 2025 028-18317
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-18317
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-18317
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-18317
13F-HR Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-18317
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-18317
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-18317
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-18317
13F-HR Open Document Open Filing 28 Jul 2023 30 Jun 2023 028-18317
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-18317
13F-HR Open Document Open Filing 08 Feb 2023 31 Dec 2022 028-18317
13F-HR Open Document Open Filing 14 Nov 2022 30 Sep 2022 028-18317
13F-HR Open Document Open Filing 02 Aug 2022 30 Jun 2022 028-18317
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-18317
13F-HR Open Document Open Filing 10 Feb 2022 31 Dec 2021 028-18317
13F-HR Open Document Open Filing 29 Oct 2021 30 Sep 2021 028-18317
13F-HR Open Document Open Filing 11 Aug 2021 30 Jun 2021 028-18317
13F-HR Open Document Open Filing 21 Apr 2021 31 Mar 2021 028-18317
13F-HR Open Document Open Filing 27 Jan 2021 31 Dec 2020 028-18317
13F-HR Open Document Open Filing 13 Oct 2020 30 Sep 2020 028-18317
13F-HR Open Document Open Filing 24 Jul 2020 30 Jun 2020 028-18317
13F-HR Open Document Open Filing 07 May 2020 31 Mar 2020 028-18317
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-18317
SC 13G/A Open Document Open Filing 03 Feb 2020
13F-HR Open Document Open Filing 06 Nov 2019 30 Sep 2019 028-18317
13F-HR Open Document Open Filing 09 Aug 2019 30 Jun 2019 028-18317
13F-HR Open Document Open Filing 10 May 2019 31 Mar 2019 028-18317
SC 13G/A Open Document Open Filing 08 Apr 2019
13F-HR Open Document Open Filing 05 Feb 2019 31 Dec 2018 028-18317
SC 13G Open Document Open Filing 31 Jan 2019
13F-HR Open Document Open Filing 13 Nov 2018 30 Sep 2018 028-18317
13F-HR Open Document Open Filing 07 Aug 2018 30 Jun 2018 028-18317
13F-HR Open Document Open Filing 07 May 2018 31 Mar 2018 028-18317
13F-HR Open Document Open Filing 09 Feb 2018 31 Dec 2017 028-18317