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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
53
11
4
2
3
2
35
7
6
CREWE ADVISORS LLC

Time Period2018-12-31

Total Holdings228

Total Value ($x1000)315,601
Activities
New5

Increased28

Unchanged166

Decreased29

Sold Out11

Top 10 Stock Holdingstotal 86.66%
PS64.33

SPY4.5

CVX4.49

IVV4.2

DBEF2.87

 
MDY1.69

IWM1.56

VEA1.18

EFA1.01

IJH0.83

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PS
64.33%
CL A
SPY
4.5%
TR UNIT
CVX
4.49%
COM
IVV
4.2%
CORE S&P500 ETF
DBEF
2.87%
XTRAK MSCI EAFE
MDY
1.69%
UTSER1 S&PDCRP
IWM
1.56%
RUSSELL 2000 ETF
VEA
1.18%
FTSE DEV MKT ETF
EFA
1.01%
MSCI EAFE ETF
IJH
0.83%
CORE S&P MCP ETF
PGX
0.81%
PFD ETF
AAPL
0.76%
COM
V
0.73%
COM CL A
MSFT
0.7%
COM
VWO
0.69%
FTSE EMR MKT ETF
TYG
0.48%
COM
EMB
0.47%
JP MOR EM MK ETF
THRK
0.46%
RUSSELL 3000 ETF
QQQ
0.43%
UNIT SER 1
SEMG
0.35%
CL A
IWV
0.29%
RUSSELL 3000 ETF
XOM
0.28%
COM
ESS
0.26%
COM
PFF
0.25%
U.S. PFD STK ETF
VCSH
0.24%
SHRT TRM CORP BD
BRK.B
0.24%
CL B NEW
IVE
0.2%
S&P 500 VAL ETF
TSLA
0.19%
COM
AMZN
0.18%
COM
MUB
0.17%
NAT AMT FREE BD
SHM
0.17%
NUVN BR SHT MUNI
VNQ
0.16%
REIT ETF
DVY
0.14%
SELECT DIVID ETF
IHF
0.14%
US HLTHCR PR ETF
VTI
0.14%
TOTAL STK MKT
RDS/A
0.13%
SPONS ADR A
JPM
0.13%
COM
BP
0.12%
SPONSORED ADR
CSJ
0.12%
1-3 YR CR BD ETF
DUK
0.11%
COM NEW
BA
0.11%
COM
UTX
0.1%
COM
SDY
0.1%
S&P DIVID ETF
SU
0.1%
COM
NFLX
0.1%
COM
GLD
0.09%
GOLD SHS
FFIN
0.09%
COM
GOOGL
0.09%
CAP STK CL A
PFE
0.09%
COM
IYW
0.08%
U.S. TECH ETF
SCZ
0.08%
EAFE SML CP ETF
FB
0.08%
CL A
NEE
0.07%
COM
KYN
0.07%
COM
GE
0.07%
COM
WEC
0.07%
COM
NWE
0.06%
COM NEW
BKNG
0.06%
COM
IWR
0.06%
RUS MID-CAP ETF
DIA
0.06%
UT SER 1
T
0.05%
COM
VCIT
0.05%
INT-TERM CORP
WFC
0.05%
COM
MMM
0.05%
COM
BMY
0.04%
COM
BABA
0.04%
SPONSORED ADS
APA
0.04%
COM
PPL
0.04%
COM
INTC
0.04%
COM
PPG
0.04%
COM
HYG
0.04%
IBOXX HI YD ETF
AGG
0.04%
CORE TOTUSBD ETF
CMCSA
0.04%
CL A
GS
0.04%
COM
GWX
0.04%
S&P INTL SMLCP
PNC
0.03%
COM
PRF
0.03%
FTSE RAFI 1000
NOC
0.03%
COM
UNP
0.03%
COM
XHR
0.03%
COM
KR
0.03%
COM
IDV
0.03%
INTL SEL DIV ETF
VYM
0.03%
HIGH DIV YLD
ORCL
0.03%
COM
ZION
0.03%
COM
SHW
0.03%
COM
MA
0.03%
CL A
GOOG
0.03%
CAP STK CL C
USMV
0.03%
USA MIN VOL ETF
COST
0.02%
COM
SPHD
0.02%
S&P500 HDL VOL
TXN
0.02%
COM
CSCO
0.02%
COM
TJX
0.02%
COM
DWX
0.02%
S&P INTL ETF
TRV
0.02%
COM
VZ
0.02%
COM
SQ
0.02%
CL A
PXF
0.02%
FTSE RAFI DEV
EEMV
0.02%
EM MK MINVOL ETF
NLY
0.02%
COM
MCD
0.02%
COM
WFT
0.02%
ORD
DTE
0.02%
COM
SIEB
0.02%
COM
SBUX
0.02%
COM
ITW
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
LLY
0.02%
COM
BKH
0.02%
COM
TMO
0.02%
COM
WYNN
0.02%
COM
CFT
0.02%
CREDIT BD ETF
NVDA
0.02%
COM
AMP
0.01%
COM
JNJ
0.01%
COM
ADBE
0.01%
COM
CAKE
0.01%
COM
DLTR
0.01%
COM
AMGN
0.01%
COM
EEM
0.01%
MSCI EMG MKT ETF
PSX
0.01%
COM
CGC
0.01%
COM
WDTI
0.01%
FUTRE STRAT FD
CTSH
0.01%
CL A
HD
0.01%
COM
TTC
0.01%
COM
PANW
0.01%
COM
ECL
0.01%
COM
IDA
0.01%
COM
APH
0.01%
CL A
AFL
0.01%
COM
LMT
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
VOD
0.01%
SPNSR ADR NO PAR
JNK
0.01%
BRC HGH YLD BD
FV
0.01%
DORSEY WRT 5 ETF
SO
0.01%
COM
DIS
0.01%
COM DISNEY
SVRA
0.01%
COM
FAST
0.01%
COM
PEP
0.01%
COM
APTV
0.01%
SHS
BLK
0.01%
COM
KMB
0.01%
COM
PXH
0.01%
FTSE RAFI EMNG
CCE
0.01%
SHS
CB
0.01%
COM
GILD
0.01%
COM
CRM
0.01%
COM
RIG
0.01%
REG SHS
UNH
0.01%
COM
WMT
0.01%
COM
AXP
0.01%
COM
ALL
0.01%
COM
CAT
0.01%
COM
RTN
0.01%
COM NEW
LASR
0.01%
COM
PM
0.01%
COM
MCK
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
COP
0.01%
COM
XLB
0.01%
SBI MATERIALS
MFC
0.01%
COM
VTV
0.01%
VALUE ETF
BBY
0.01%
COM
IWF
0.01%
RUS 1000 GRW ETF
TTWO
< 0.01%
COM
MO
< 0.01%
COM
IYR
< 0.01%
U.S. REAL ES ETF
VLO
< 0.01%
COM
ACN
< 0.01%
SHS CLASS A
FDX
< 0.01%
COM
CVS
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
ARNC
< 0.01%
COM
JOBS
< 0.01%
SP ADR REP COM
ZMH
< 0.01%
COM
AEP
< 0.01%
COM
VOO
< 0.01%
SHS
USB
< 0.01%
COM NEW
SNAP
< 0.01%
CL A
KDP
< 0.01%
COM
VVV
< 0.01%
COM
MLCO
< 0.01%
ADR
DBO
< 0.01%
OIL FD
PYPL
< 0.01%
COM
BAC
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
AA
< 0.01%
COM
STM
< 0.01%
NY REGISTRY
IBM
< 0.01%
COM
GER
< 0.01%
COM
IWP
< 0.01%
RUS MD CP GR ETF
IAU
< 0.01%
ISHARES
SSYS
< 0.01%
SHS
UPS
< 0.01%
CL B
TNA
< 0.01%
DLY SMCAP BULL3X
ENR
< 0.01%
COM
DLS
< 0.01%
INTL SMCAP DIV
CNP
< 0.01%
COM
FVD
< 0.01%
SHS
SMDV
< 0.01%
RUSS 2000 DIVD
REGL
< 0.01%
MDCP 400 DIVID
DJP
< 0.01%
DJUBS CMDT ETN36
SLV
< 0.01%
ISHARES
AMID
< 0.01%
COM UNITS
RF
< 0.01%
COM
IEF
< 0.01%
7-10 Y TR BD ETF
DLNG
< 0.01%
COM UNIT LTD PT
XLK
< 0.01%
TECHNOLOGY
SYY
< 0.01%
COM
XONE
< 0.01%
COM
BTI
< 0.01%
SPONSORED ADR
DDD
< 0.01%
COM NEW
XLF
< 0.01%
SBI INT-FINL
MIDD
< 0.01%
COM
SLB
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
IWN
< 0.01%
RUS 2000 VAL ETF
JWN
< 0.01%
COM
XBI
< 0.01%
S&P BIOTECH
CELG
< 0.01%
COM
NRG
< 0.01%
COM NEW
OXY
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
MACK
< 0.01%
COM NEW
PSTG
< 0.01%
CL A
GPT
0.41%
COM NEW
VO
0.12%
MID CAP ETF
ALGN
0.05%
COM
DLB
0.04%
COM
CAJ
0.03%
SPONSORED ADR
BLUE
0.02%
COM
FNDE
0.02%
SCHWB FDT EMK LG
FTS
0.01%
COM
ADS
0.01%
COM
BSV
0.01%
SHORT TRM BOND
ABBV
0.01%
COM