Crewe Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$862M
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 713 stock holdings with total value $862M as of Q3 2024. Top holdings included ENSG, IVV, SPY, IJH, and BRKA.
Holdings Value

List of Other Managers Reporting for Crewe Advisors LLC:

Name Holdings Value Location File Number
Invesco Ltd. $518B Atlanta, GA 028-11246
Nuveen Asset Management, LLC $356B Chicago, IL 028-14498
ENVESTNET ASSET MANAGEMENT INC $310B Chicago, IL 028-13411
GW&K Investment Management, LLC $11.7B Boston, MA 028-04145
Quantinno Capital Management LP $7.69B New York, NY 028-19308
ANCHOR CAPITAL ADVISORS LLC $3.76B Boston, MA 028-01880
ALTA CAPITAL MANAGEMENT LLC/ $1.68B 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
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 927 $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 580 $578M +$14.3M -$128M -$113M ENSG, IVV, SPY, IJH, BRKA 13F-HR 11/8/2023, 07:29 PM
Q2 2023 868 $712M +$21.6M -$28.5M -$6.94M ENSG, IVV, SPY, IJH, BRKA 13F-HR 7/28/2023, 05:07 PM
Q1 2023 811 $686M +$34.5M -$19.1M +$15.4M ENSG, IVV, SPY, IJH, BRKA 13F-HR 5/12/2023, 01:52 PM
Q4 2022 1,017 $630M +$62.4M -$29.6M +$32.8M ENSG, IVV, SPY, IJH, BRKA 13F-HR 2/7/2023, 09:19 PM
Q3 2022 1,240 $553M +$125M -$3.1M +$122M ENSG, IVV, SPY, BRKA, IJH 13F-HR 11/14/2022, 02:13 PM
Q2 2022 1,134 $453M +$44.1M -$15.9M +$28.3M ENSG, IVV, SPY, IJH, ESGV 13F-HR 8/2/2022, 12:37 PM
Q1 2022 473 $512M +$37.8M -$2.91M +$34.9M ENSG, IVV, SPY, ESGV, VSGX 13F-HR 4/27/2022, 04:32 PM
Q4 2021 397 $492M +$43.9M -$4.15M +$39.8M ENSG, IVV, ESGV, SPY, VSGX 13F-HR 2/10/2022, 02:51 PM
Q3 2021 393 $423M +$54.8M -$4.32M +$50.5M ENSG, IVV, SPY, PNTG, ESGV 13F-HR 10/29/2021, 12:30 PM
Q2 2021 458 $403M +$14.1M -$12.4M +$1.69M ENSG, PNTG, IVV, SPY, IJH 13F-HR 8/10/2021, 06:49 PM
Q1 2021 457 $403M +$172M -$33.4M +$139M ENSG, PNTG, IVV, SPY, IJH 13F-HR 4/21/2021, 01:31 PM
Q4 2020 442 $250M +$40.9M -$41.5M -$654K PS, SPY, IVV, DBEF, IJH 13F-HR 1/27/2021, 05:26 PM
Q3 2020 623 $213M +$16.7M -$6.43M +$10.2M PS, SPY, IVV, DBEF, IWM 13F-HR 10/13/2020, 04:01 PM
Q2 2020 214 $205M +$10.3M -$31.3M -$21M PS, SPY, IVV, DBEF, IWM 13F-HR 7/24/2020, 01:46 PM
Q1 2020 174 $168M +$10.7M -$7.39M +$3.29M PS, SPY, IVV, DBEF, CVX 13F-HR 5/7/2020, 01:27 PM
Q4 2019 249 $228M +$9.52M -$9.96M -$434K PS, SPY, IVV, DBEF, CVX 13F-HR 2/5/2020, 12:42 PM
Q3 2019 212 $218M +$3.72M -$23.9M -$20.2M PS, SPY, IVV, DBEF, CVX 13F-HR 11/5/2019, 06:55 PM
Q2 2019 298 $308M +$31.2M -$35M -$3.81M PS, SPY, IVV, CVX, DBEF 13F-HR 8/9/2019, 01:51 PM
Q1 2019 243 $318M +$4.11M -$86.4M -$82.3M PS, CVX, SPY, IVV, DBEF 13F-HR 5/9/2019, 08:14 PM
Q4 2018 225 $316M +$218M -$3.65M +$214M PS, SPY, CVX, IVV, DBEF 13F-HR 2/5/2019, 12:34 PM
Q3 2018 233 $118M +$12M -$4.72M +$7.32M CVX, IVV, SPY, DBEF, MDY 13F-HR 11/13/2018, 10:23 AM
Q2 2018 255 $108M +$8.81M -$8.44M +$372K CVX, SPY, IVV, DBEF, MDY 13F-HR 8/7/2018, 01:24 PM
Q1 2018 269 $102M +$6.48M -$2.95M +$3.53M CVX, SPY, IVV, DBEF, MDY 13F-HR 5/7/2018, 02:52 PM
Q4 2017 266 $102M $0 $0 CVX, SPY, IVV, DBEF, MDY 13F-HR 2/9/2018, 01:23 PM