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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
66
12
4
2
3
1
41
8
5
CREWE ADVISORS LLC

Time Period2019-03-31

Total Holdings249

Total Value ($x1000)317,732
Activities
New53

Increased48

Unchanged110

Decreased38

Sold Out32

Top 10 Stock Holdingstotal 86.69%
PS62.15

CVX5.32

SPY5.02

IVV4.1

DBEF3.12

 
MDY1.88

IWM1.73

VEA1.28

IJH1.07

EFA1.02

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PS
62.15%
CL A
CVX
5.32%
COM
SPY
5.02%
TR UNIT
IVV
4.1%
CORE S&P500 ETF
DBEF
3.12%
XTRAK MSCI EAFE
MDY
1.88%
UTSER1 S&PDCRP
IWM
1.73%
RUSSELL 2000 ETF
VEA
1.28%
FTSE DEV MKT ETF
IJH
1.07%
CORE S&P MCP ETF
EFA
1.02%
MSCI EAFE ETF
V
0.87%
COM CL A
PGX
0.79%
PFD ETF
AAPL
0.74%
COM
VWO
0.72%
FTSE EMR MKT ETF
MSFT
0.69%
COM
TYG
0.53%
COM
EMB
0.5%
JP MOR EM MK ETF
SEMG
0.37%
CL A
IWV
0.34%
RUSSELL 3000 ETF
XOM
0.32%
COM
VCSH
0.25%
SHRT TRM CORP BD
QQQ
0.25%
UNIT SER 1
IVE
0.23%
S&P 500 VAL ETF
PFF
0.22%
U.S. PFD STK ETF
AMZN
0.2%
COM
VNQ
0.19%
REIT ETF
MUB
0.18%
NAT AMT FREE BD
SHM
0.17%
NUVN BR SHT MUNI
TSLA
0.16%
COM
DVY
0.16%
SELECT DIVID ETF
BRK.B
0.16%
CL B NEW
GOOGL
0.15%
CAP STK CL A
UTX
0.14%
COM
BP
0.14%
SPONSORED ADR
RDS/A
0.14%
SPONS ADR A
FB
0.13%
CL A
VTI
0.13%
TOTAL STK MKT
CSJ
0.12%
1-3 YR CR BD ETF
JPM
0.12%
COM
DUK
0.11%
COM NEW
SU
0.11%
COM
NFLX
0.1%
COM
BKNG
0.1%
COM
BA
0.1%
COM
T
0.09%
COM
SCZ
0.09%
EAFE SML CP ETF
FFIN
0.09%
COM
PFE
0.08%
COM
KYN
0.08%
COM
NEE
0.08%
COM
GE
0.08%
COM
NWE
0.08%
COM NEW
WEC
0.08%
COM
GLD
0.07%
GOLD SHS
WFC
0.07%
COM
MA
0.07%
CL A
IWR
0.07%
RUS MID-CAP ETF
DIA
0.06%
UT SER 1
UNP
0.06%
COM
SHW
0.06%
COM
VCIT
0.05%
INT-TERM CORP
CMCSA
0.05%
CL A
TJX
0.05%
COM
TMO
0.05%
COM
APA
0.05%
COM
BABA
0.05%
SPONSORED ADS
HYG
0.05%
IBOXX HI YD ETF
DLTR
0.05%
COM
VZ
0.04%
COM
HD
0.04%
COM
PPL
0.04%
COM
APH
0.04%
CL A
PPG
0.04%
COM
GS
0.04%
COM
BMY
0.04%
COM
XHR
0.04%
COM
GWX
0.04%
S&P INTL SMLCP
PSX
0.04%
COM
PRF
0.04%
FTSE RAFI 1000
AGG
0.04%
CORE TOTUSBD ETF
CTSH
0.04%
CL A
NOC
0.04%
COM
INTC
0.04%
COM
PNC
0.04%
COM
IDV
0.04%
INTL SEL DIV ETF
MMM
0.04%
COM
DIS
0.03%
COM DISNEY
ORCL
0.03%
COM
VYM
0.03%
HIGH DIV YLD
DOMO
0.03%
CL B
COST
0.03%
COM
ZION
0.03%
COM
GOOG
0.03%
CAP STK CL C
ECL
0.03%
COM
KR
0.03%
COM
USMV
0.03%
USA MIN VOL ETF
SPHD
0.03%
S&P500 HDL VOL
MIDD
0.03%
COM
EXPE
0.03%
COM NEW
PEP
0.03%
COM
TRV
0.03%
COM
BDX
0.02%
COM
DWX
0.02%
S&P INTL ETF
SQ
0.02%
CL A
WFT
0.02%
ORD
PXF
0.02%
FTSE RAFI DEV
BR
0.02%
COM
ZTS
0.02%
CL A
SPGI
0.02%
COM
NLY
0.02%
COM
DTE
0.02%
COM
MCD
0.02%
COM
SBUX
0.02%
COM
ITW
0.02%
COM
WYNN
0.02%
COM
BKH
0.02%
COM
WBA
0.02%
COM
AMP
0.02%
COM
LLY
0.02%
COM
XLV
0.02%
SBI HEALTHCARE
PUB
0.02%
COM
CSCO
0.02%
COM
TTC
0.02%
COM
CAKE
0.02%
COM
EEM
0.01%
MSCI EMG MKT ETF
SIEB
0.01%
COM
AMGN
0.01%
COM
WDTI
0.01%
FUTRE STRAT FD
CVS
0.01%
COM
LMT
0.01%
COM
APTV
0.01%
SHS
NVDA
0.01%
COM
LQD
0.01%
IBOXX INV CP ETF
AFL
0.01%
COM
FV
0.01%
DORSEY WRT 5 ETF
JNK
0.01%
BRC HGH YLD BD
BLK
0.01%
COM
CCE
0.01%
SHS
FBHS
0.01%
COM
RIG
0.01%
REG SHS
PXH
0.01%
FTSE RAFI EMNG
CB
0.01%
COM
SVRA
0.01%
COM
CRM
0.01%
COM
AXP
0.01%
COM
LASR
0.01%
COM
GILD
0.01%
COM
PM
0.01%
COM
WMT
0.01%
COM
ALL
0.01%
COM
RTN
0.01%
COM NEW
CAT
0.01%
COM
CLNC
0.01%
CL A
LEVI
0.01%
CL A COM STK
COP
0.01%
COM
SNAP
0.01%
CL A
MCK
0.01%
COM
XLB
0.01%
SBI MATERIALS
MFC
0.01%
COM
IWD
0.01%
RUS 1000 VAL ETF
FSIC
0.01%
COM
FDD
0.01%
COMMON SHS
IWF
0.01%
RUS 1000 GRW ETF
MO
0.01%
COM
THRK
0.01%
RUSSELL 3000 ETF
VTV
0.01%
VALUE ETF
IYR
0.01%
U.S. REAL ES ETF
VLO
0.01%
COM
FDX
< 0.01%
COM
ZMH
< 0.01%
COM
JOBS
< 0.01%
SP ADR REP COM
ARNC
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
VOO
< 0.01%
SHS
USB
< 0.01%
COM NEW
MLCO
< 0.01%
ADR
KDP
< 0.01%
COM
DBO
< 0.01%
OIL FD
VER
< 0.01%
COM
BAC
< 0.01%
COM
TIP
< 0.01%
TIPS BD ETF
DOO
< 0.01%
INTL DIV EX FINL
WAB
< 0.01%
COM
VVV
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
IBM
< 0.01%
COM
XLE
< 0.01%
SBI INT-ENERGY
STM
< 0.01%
NY REGISTRY
TNA
< 0.01%
DLY SMCAP BULL3X
AA
< 0.01%
COM
IWP
< 0.01%
RUS MD CP GR ETF
DLS
< 0.01%
INTL SMCAP DIV
EA
< 0.01%
COM
ATVI
< 0.01%
COM
CNP
< 0.01%
COM
ENR
< 0.01%
COM
MSI
< 0.01%
COM NEW
REGL
< 0.01%
MDCP 400 DIVID
JNJ
< 0.01%
COM
SNE
< 0.01%
ADR NEW
FXN
< 0.01%
ENERGY ALPHADX
ACN
< 0.01%
SHS CLASS A
SMDV
< 0.01%
RUSS 2000 DIVD
FVD
< 0.01%
SHS
ILPT
< 0.01%
COM SHS BEN INT
AMID
< 0.01%
COM UNITS
CME
< 0.01%
COM
RF
< 0.01%
COM
VXF
< 0.01%
EXTEND MKT ETF
OPI
< 0.01%
COM SHS BEN INT
BHC
< 0.01%
COM
IEF
< 0.01%
7-10 Y TR BD ETF
XBI
< 0.01%
S&P BIOTECH
XLK
< 0.01%
TECHNOLOGY
JWN
< 0.01%
COM
LLL
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
XLF
< 0.01%
SBI INT-FINL
CELG
< 0.01%
COM
SLB
< 0.01%
COM
PG
< 0.01%
COM
HON
< 0.01%
COM
GD
< 0.01%
COM
ICE
< 0.01%
COM
MET
< 0.01%
COM
UNH
< 0.01%
COM
PLD
< 0.01%
COM
APD
< 0.01%
COM
PEG
< 0.01%
COM
A
< 0.01%
COM
MDT
< 0.01%
SHS
PSTG
< 0.01%
CL A
OXY
< 0.01%
COM
AMT
< 0.01%
COM
D
< 0.01%
COM
CTL
< 0.01%
COM
NRG
< 0.01%
COM NEW
KO
< 0.01%
COM
MRK
< 0.01%
COM
BK
< 0.01%
COM
DWDP
< 0.01%
COM
EOG
< 0.01%
COM
MRO
< 0.01%
COM
SCHM
< 0.01%
US MID-CAP ETF
FEYE
< 0.01%
COM
PXD
< 0.01%
COM
CI
< 0.01%
COM
MAT
< 0.01%
COM
CCI
< 0.01%
COM
ESS
0.26%
COM
IHF
0.14%
US HLTHCR PR ETF
SDY
0.1%
S&P DIVID ETF
IYW
0.08%
U.S. TECH ETF
TXN
0.02%
COM
EEMV
0.02%
EM MK MINVOL ETF
CFT
0.02%
CREDIT BD ETF
ADBE
0.01%
COM
CGC
0.01%
COM
PANW
0.01%
COM
IDA
0.01%
COM
AMJ
0.01%
ALERIAN ML ETN
SO
0.01%
COM
FAST
0.01%
COM
KMB
0.01%
COM
BBY
0.01%
COM
TTWO
< 0.01%
COM
AEP
< 0.01%
COM
PYPL
< 0.01%
COM
IAU
< 0.01%
ISHARES
GER
< 0.01%
COM
UPS
< 0.01%
CL B
SSYS
< 0.01%
SHS
DJP
< 0.01%
DJUBS CMDT ETN36
SLV
< 0.01%
ISHARES
DDD
< 0.01%
COM NEW
SYY
< 0.01%
COM
DLNG
< 0.01%
COM UNIT LTD PT
BTI
< 0.01%
SPONSORED ADR
XONE
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
MACK
< 0.01%
COM NEW