Crewe Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 27, 2025
Value $
$725M
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 646 stock holdings with total value $725M as of Q4 2024. Top holdings included IVV, SPY, IJH, BRKA, and IEFA.
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
GW&K Investment Management, LLC $11.8B Boston, MA 028-04145
Quantinno Capital Management LP $10.2B New York, NY 028-19308
ANCHOR CAPITAL ADVISORS LLC $3.51B 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