0001730033-20-000003.txt : 20200507
0001730033-20-000003.hdr.sgml : 20200507
20200507132723
ACCESSION NUMBER: 0001730033-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200507
DATE AS OF CHANGE: 20200507
EFFECTIVENESS DATE: 20200507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Crewe Advisors LLC
CENTRAL INDEX KEY: 0001730033
IRS NUMBER: 472675165
STATE OF INCORPORATION: UT
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18317
FILM NUMBER: 20855580
BUSINESS ADDRESS:
STREET 1: 136 E. SOUTH TEMPLE
STREET 2: SUITE 2400
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84111
BUSINESS PHONE: 3853552700
MAIL ADDRESS:
STREET 1: 136 E. SOUTH TEMPLE
STREET 2: SUITE 2400
CITY: SALT LAKE CITY
STATE: UT
ZIP: 84111
13F-HR
1
primary_doc.xml
13F-HR
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false
true
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0001730033
XXXXXXXX
03-31-2020
03-31-2020
Crewe Advisors LLC
136 E. SOUTH TEMPLE
SUITE 2400
SALT LAKE CITY
UT
84111
13F COMBINATION REPORT
028-18317
0001093589
028-05119
ALTA CAPITAL MANAGEMENT LLC/
0001207017
028-10469
LAZARD ASSET MANAGEMENT LLC
0000872163
028-02824
NAVELLIER & ASSOCIATES INC
0000813933
028-01880
ANCHOR CAPITAL ADVISORS LLC
0001427514
028-13023
Dana Investment Advisors, Inc.
0001021223
028-05792
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0001082917
028-04145
GW&K Investment Management, LLC
0001230440
028-17085
Neuberger Berman Investment Advisers LLC
0000897378
028-03434
CONGRESS ASSET MANAGEMENT CO /MA
0000914208
028-11246
Invesco Ltd.
N
Dustin Thackeray
Chief Investment Officer
3853552700
Dustin Thackeray
Salt Lake City
UT
05-07-2020
0
193
167595
false
INFORMATION TABLE
2
xml13f-creweadvisors03312020.xml
AFLAC INC
COM
001055102
26
766
SH
SOLE
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0
766
AT&T INC
COM
00206R102
157
5379
SH
SOLE
0
0
5379
ABBOTT LABS
COM
002824100
8
97
SH
SOLE
0
0
97
ACER THERAPEUTICS INC
COM
00444P108
0
80
SH
SOLE
0
0
80
ACTIVISION BLIZZARD INC
COM
00507V109
6
108
SH
SOLE
0
0
108
ADAPTIVE BIOTECHNOLOGIES COR
COM
00650F109
2584
93000
SH
SOLE
0
0
93000
ALLSTATE CORP
COM
020002101
26
278
SH
SOLE
0
0
278
ALPHABET INC
CAP STK CL C
02079K107
98
84
SH
SOLE
0
0
84
ALPHABET INC
CAP STK CL A
02079K305
117
101
SH
SOLE
0
0
101
ALTRIA GROUP INC
COM
02209S103
12
300
SH
SOLE
0
0
300
AMAZON COM INC
COM
023135106
427
219
SH
SOLE
0
0
219
AMERICAN AIRLS GROUP INC
COM
02376R102
0
30
SH
SOLE
0
0
30
AMERICAN EXPRESS CO
COM
025816109
21
245
SH
SOLE
0
0
245
AMERIPRISE FINL INC
COM
03076C106
28
270
SH
SOLE
0
0
270
AMGEN INC
COM
031162100
45
220
SH
SOLE
0
0
220
AMPHENOL CORP NEW
CL A
032095101
33
448
SH
SOLE
0
0
448
ANNALY CAPITAL MANAGEMENT IN
COM
035710409
31
6051
SH
SOLE
0
0
6051
APACHE CORP
COM
037411105
0
2
SH
SOLE
0
0
2
APPLE INC
COM
037833100
1761
6924
SH
SOLE
0
0
6924
BP PLC
SPONSORED ADR
055622104
192
7859
SH
SOLE
0
0
7859
BK OF AMERICA CORP
COM
060505104
6
300
SH
SOLE
0
0
300
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
181
991
SH
SOLE
0
0
991
BLACK HILLS CORP
COM
092113109
51
799
SH
SOLE
0
0
799
BOEING CO
COM
097023105
119
799
SH
SOLE
0
0
799
BOOKING HLDGS INC
COM
09857L108
81
60
SH
SOLE
0
0
60
BRISTOL-MYERS SQUIBB CO
COM
110122108
148
2664
SH
SOLE
0
0
2664
BRISTOL-MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
0
16
SH
SOLE
0
0
16
CENTERPOINT ENERGY INC
COM
15189T107
2
158
SH
SOLE
0
0
158
CHEVRON CORP NEW
COM
166764100
8498
117284
SH
SOLE
0
0
117284
CISCO SYS INC
COM
17275R102
55
1397
SH
SOLE
0
0
1397
COMCAST CORP NEW
CL A
20030N101
96
2801
SH
SOLE
0
0
2801
CONOCOPHILLIPS
COM
20825C104
10
311
SH
SOLE
0
0
311
COSTCO WHSL CORP NEW
COM
22160K105
78
275
SH
SOLE
0
0
275
DBX ETF TR
XTRACK MSCI EAFE
233051200
11764
438937
SH
SOLE
0
0
438767
DTE ENERGY CO
COM
233331107
48
509
SH
SOLE
0
0
509
DIREXION SHS ETF TR
DLY SCOND 3XBU
25459W458
5
54
SH
SOLE
0
0
54
DIREXION SHS ETF TR
DLY SMCAP BULL3X
25459W847
2
120
SH
SOLE
0
0
120
DISNEY WALT CO
COM DISNEY
254687106
24
244
SH
SOLE
0
0
244
DOLLAR TREE INC
COM
256746108
35
474
SH
SOLE
0
0
474
DOMO INC
COM CL B
257554105
26
2657
SH
SOLE
0
0
2657
DUKE ENERGY CORP NEW
COM NEW
26441C204
327
4046
SH
SOLE
0
0
4046
ELECTRONIC ARTS INC
COM
285512109
99
992
SH
SOLE
0
0
992
EXXON MOBIL CORP
COM
30231G102
516
13592
SH
SOLE
0
0
13592
FACEBOOK INC
CL A
30303M102
106
633
SH
SOLE
0
0
633
FEDEX CORP
COM
31428X106
49
400
SH
SOLE
0
0
400
51JOB INC
SPONSORED ADS
316827104
11
185
SH
SOLE
0
0
185
FIRST FINL BANKSHARES
COM
32020R109
260
9690
SH
SOLE
0
0
9690
FORD MTR CO DEL
COM
345370860
0
10
SH
SOLE
0
0
10
GAP INC
COM
364760108
0
1
SH
SOLE
0
0
1
GENERAL ELECTRIC CO
COM
369604103
205
25827
SH
SOLE
0
0
25827
GERON CORP
COM
374163103
1
1000
SH
SOLE
0
0
1000
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
13
330
SH
SOLE
0
0
330
GLU MOBILE INC
COM
379890106
0
40
SH
SOLE
0
0
40
GOLDMAN SACHS GROUP INC
COM
38141G104
22
145
SH
SOLE
0
0
145
HOME DEPOT INC
COM
437076102
36
195
SH
SOLE
0
0
195
HONEYWELL INTL INC
COM
438516106
13
100
SH
SOLE
0
0
100
ITT INC
COM
45073V108
0
8
SH
SOLE
0
0
8
ILLINOIS TOOL WKS INC
COM
452308109
61
426
SH
SOLE
0
0
426
INGERSOLL RAND INC
COM
45687V106
2
98
SH
SOLE
0
0
98
INTEL CORP
COM
458140100
130
2409
SH
SOLE
0
0
2409
INTERNATIONAL BUSINESS MACHS
COM
459200101
84
755
SH
SOLE
0
0
755
INVESCO QQQ TR
UNIT SER 1
46090E103
747
3924
SH
SOLE
0
0
3924
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
86
928
SH
SOLE
0
0
928
INVESCO EXCHANGE-TRADED FD T
PFD ETF
46138E511
4220
320689
SH
SOLE
0
0
320539
INVESCO EXCHANGE-TRADED FD T
FTSE RAFI EMNG
46138E727
20
1316
SH
SOLE
0
0
1316
INVESCO EXCHANGE-TRADED FD T
FTSE RAFI DEV
46138E743
51
1669
SH
SOLE
0
0
1669
ISHARES TR
MRNGSTR LG-CP GR
464287119
35
187
SH
SOLE
0
0
187
ISHARES TR
SELECT DIVID ETF
464287168
529
7200
SH
SOLE
0
0
7200
ISHARES TR
CORE S&P500 ETF
464287200
15561
60220
SH
SOLE
0
0
60180
ISHARES TR
MSCI EMG MKT ETF
464287234
37
1077
SH
SOLE
0
0
1077
ISHARES TR
S&P 500 VAL ETF
464287408
268
2781
SH
SOLE
0
0
2781
ISHARES TR
BARCLAYS 7 10 YR
464287440
3
27
SH
SOLE
0
0
27
ISHARES TR
MSCI EAFE ETF
464287465
1768
33079
SH
SOLE
0
0
33079
ISHARES TR
CORE S&P MCP ETF
464287507
6597
45860
SH
SOLE
0
0
45827
ISHARES TR
RUS 1000 VAL ETF
464287598
4
37
SH
SOLE
0
0
37
ISHARES TR
RUSSELL 2000 ETF
464287655
8178
71446
SH
SOLE
0
0
71440
ISHARES TR
RUSSELL 3000 ETF
464287689
784
5287
SH
SOLE
0
0
5287
ISHARES TR
U.S. REAL ES ETF
464287739
14
200
SH
SOLE
0
0
200
ISHARES TR
EAFE SML CP ETF
464288273
43
960
SH
SOLE
0
0
960
ISHARES TR
JPMORGAN USD EMG
464288281
1127
11659
SH
SOLE
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0
11659
ISHARES TR
CALIF MUN BD ETF
464288356
79
1306
SH
SOLE
0
0
1306
ISHARES TR
NATIONAL MUN ETF
464288414
88
783
SH
SOLE
0
0
783
ISHARES TR
INTL SEL DIV ETF
464288448
88
3897
SH
SOLE
0
0
3897
ISHARES TR
IBOXX HI YD ETF
464288513
17
221
SH
SOLE
0
0
221
ISHARES TR
PFD AND INCM SEC
464288687
360
11292
SH
SOLE
0
0
11292
ISHARES TR
CORE MSCI EURO
46434V738
33
891
SH
SOLE
0
0
891
JPMORGAN CHASE & CO
COM
46625H100
312
3464
SH
SOLE
0
0
3464
JOHNSON & JOHNSON
COM
478160104
4
33
SH
SOLE
0
0
33
KROGER CO
COM
501044101
109
3630
SH
SOLE
0
0
3630
LEVI STRAUSS & CO NEW
CL A COM STK
52736R102
12
1000
SH
SOLE
0
0
1000
LEXICON PHARMACEUTICALS INC
COM NEW
528872302
0
150
SH
SOLE
0
0
150
LIBERTY MEDIA CORP DEL
COM A BRAVES GRP
531229706
0
1
SH
SOLE
0
0
1
LILLY ELI & CO
COM
532457108
61
440
SH
SOLE
0
0
440
LOCKHEED MARTIN CORP
COM
539830109
45
134
SH
SOLE
0
0
134
MANNKIND CORP
COM NEW
56400P706
8
8074
SH
SOLE
0
0
8074
MARATHON PETE CORP
COM
56585A102
14
574
SH
SOLE
0
0
574
MARRIOTT VACTINS WORLDWID CO
COM
57164Y107
0
7
SH
SOLE
0
0
7
MARRIOTT INTL INC NEW
CL A
571903202
7
92
SH
SOLE
0
0
92
MASTERCARD INC
CL A
57636Q104
103
425
SH
SOLE
0
0
425
MATCH GROUP INC
COM
57665R106
0
3
SH
SOLE
0
0
3
MATTEL INC
COM
577081102
0
10
SH
SOLE
0
0
10
MCDONALDS CORP
COM
580135101
54
328
SH
SOLE
0
0
328
MCKESSON CORP
COM
58155Q103
25
185
SH
SOLE
0
0
185
MELCO RESORTS AND ENTMNT LTD
ADR
585464100
6
519
SH
SOLE
0
0
519
MERCK & CO. INC
COM
58933Y105
10
125
SH
SOLE
0
0
125
MICROSOFT CORP
COM
594918104
3002
19037
SH
SOLE
0
0
19037
MIDDLEBY CORP
COM
596278101
1
19
SH
SOLE
0
0
19
MONROE CAP CORP
COM
610335101
20
2800
SH
SOLE
0
0
2800
NRG ENERGY INC
COM NEW
629377508
0
14
SH
SOLE
0
0
14
NEXTERA ENERGY INC
COM
65339F101
290
1204
SH
SOLE
0
0
1204
NIKE INC
CL B
654106103
3
36
SH
SOLE
0
0
36
NLIGHT INC
COM
65487K100
13
1200
SH
SOLE
0
0
1200
NORDSTROM INC
COM
655664100
1
35
SH
SOLE
0
0
35
NORTHROP GRUMMAN CORP
COM
666807102
133
438
SH
SOLE
0
0
438
NORTHWESTERN CORP
COM NEW
668074305
206
3444
SH
SOLE
0
0
3444
NVIDIA CORP
COM
67066G104
55
209
SH
SOLE
0
0
209
OCCIDENTAL PETE CORP
COM
674599105
18
1556
SH
SOLE
0
0
1556
ORACLE CORP
COM
68389X105
96
1989
SH
SOLE
0
0
1989
PNC FINL SVCS GROUP INC
COM
693475105
75
786
SH
SOLE
0
0
786
PPG INDS INC
COM
693506107
97
1160
SH
SOLE
0
0
1160
PPL CORP
COM
69351T106
114
4619
SH
SOLE
0
0
4619
PFIZER INC
COM
717081103
203
6230
SH
SOLE
0
0
6230
PHILIP MORRIS INTL INC
COM
718172109
22
300
SH
SOLE
0
0
300
PHILLIPS 66
COM
718546104
26
490
SH
SOLE
0
0
490
PLURALSIGHT INC
COM CL A
72941B106
52553
4786280
SH
SOLE
0
0
4786280
PROCTER & GAMBLE CO
COM
742718109
22
196
SH
SOLE
0
0
196
PURE STORAGE INC
CL A
74624M102
0
29
SH
SOLE
0
0
29
RAYTHEON CO
COM NEW
755111507
18
140
SH
SOLE
0
0
140
REGIONS FINANCIAL CORP NEW
COM
7591EP100
2
233
SH
SOLE
0
0
233
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
240
6890
SH
SOLE
0
0
6890
SPDR S&P 500 ETF TR
TR UNIT
78462F103
19659
76273
SH
SOLE
0
0
76273
SPDR GOLD TRUST
GOLD SHS
78463V107
287
1940
SH
SOLE
0
0
1940
SPDR INDEX SHS FDS
S&P INTL ETF
78463X772
62
2026
SH
SOLE
0
0
2026
SPDR INDEX SHS FDS
S&P INTL SMLCP
78463X871
53
2310
SH
SOLE
0
0
2310
SPDR DOW JONES INDL AVRG ETF
UT SER 1
78467X109
172
786
SH
SOLE
0
0
786
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2589
9847
SH
SOLE
0
0
9847
SPDR SER TR
BLOOMBERG BRCLYS
78468R622
31
326
SH
SOLE
0
0
326
SALESFORCE COM INC
COM
79466L302
26
180
SH
SOLE
0
0
180
SAVARA INC
COM
805111101
8
3910
SH
SOLE
0
0
3910
SCHLUMBERGER LTD
COM
806857108
1
54
SH
SOLE
0
0
54
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
17
375
SH
SOLE
0
0
375
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
42
470
SH
SOLE
0
0
470
SELECT SECTOR SPDR TR
ENERGY
81369Y506
0
10
SH
SOLE
0
0
10
SHERWIN WILLIAMS CO
COM
824348106
95
206
SH
SOLE
0
0
206
SNAP INC
CL A
83304A106
24
2004
SH
SOLE
0
0
2004
SONY CORP
SPONSORED ADR
835699307
94
1584
SH
SOLE
0
0
1584
SQUARE INC
CL A
852234103
52
1000
SH
SOLE
0
0
1000
STARBUCKS CORP
COM
855244109
55
839
SH
SOLE
0
0
839
STMICROELECTRONICS N V
NY REGISTRY
861012102
10
490
SH
SOLE
0
0
490
SUNCOR ENERGY INC NEW
COM
867224107
171
10794
SH
SOLE
0
0
10794
TJX COS INC NEW
COM
872540109
79
1650
SH
SOLE
0
0
1650
TESLA INC
COM
88160R101
980
1871
SH
SOLE
0
0
1871
THERMO FISHER SCIENTIFIC INC
COM
883556102
62
218
SH
SOLE
0
0
218
3M CO
COM
88579Y101
50
368
SH
SOLE
0
0
368
TORO CO
COM
891092108
47
720
SH
SOLE
0
0
720
TORTOISE ENERGY INFRA CORP
COM
89147L100
18
7218
SH
SOLE
0
0
7218
TRAVELERS COMPANIES INC
COM
89417E109
26
257
SH
SOLE
0
0
257
TRUIST FINL CORP
COM
89832Q109
9
306
SH
SOLE
0
0
306
TWILIO INC
CL A
90138F102
0
2
SH
SOLE
0
0
2
TWITTER INC
COM
90184L102
0
8
SH
SOLE
0
0
8
US BANCORP DEL
COM NEW
902973304
8
235
SH
SOLE
0
0
235
UNDER ARMOUR INC
CL C
904311206
1
145
SH
SOLE
0
0
145
UNION PAC CORP
COM
907818108
48
337
SH
SOLE
0
0
337
UNITED TECHNOLOGIES CORP
COM
913017109
226
2397
SH
SOLE
0
0
2397
VALERO ENERGY CORP
COM
91913Y100
8
184
SH
SOLE
0
0
184
VALVOLINE INC
COM
92047W101
7
500
SH
SOLE
0
0
500
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
2007
48772
SH
SOLE
0
0
48772
VANGUARD WORLD FD
ESG US STK ETF
921910733
3134
68438
SH
SOLE
0
0
68438
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
3089
92664
SH
SOLE
0
0
92664
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
83
1175
SH
SOLE
0
0
1175
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1388
41384
SH
SOLE
0
0
41384
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
575
7269
SH
SOLE
0
0
7269
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
174
2000
SH
SOLE
0
0
2000
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
734
3099
SH
SOLE
0
0
3099
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
384
5500
SH
SOLE
0
0
5500
VANGUARD INDEX FDS
MID CAP ETF
922908629
245
1863
SH
SOLE
0
0
1863
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
2
23
SH
SOLE
0
0
23
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
364
2823
SH
SOLE
0
0
2823
VERIZON COMMUNICATIONS INC
COM
92343V104
64
1200
SH
SOLE
0
0
1200
VISA INC
COM CL A
92826C839
2366
14682
SH
SOLE
0
0
14682
WEC ENERGY GROUP INC
COM
92939U106
268
3039
SH
SOLE
0
0
3039
WABTEC
COM
929740108
2
50
SH
SOLE
0
0
50
WALMART INC
COM
931142103
30
263
SH
SOLE
0
0
263
WELLS FARGO CO NEW
COM
949746101
24
825
SH
SOLE
0
0
825
XENETIC BIOSCIENCES INC
COM
984015503
0
115
SH
SOLE
0
0
115
XENIA HOTELS & RESORTS INC
COM
984017103
60
5837
SH
SOLE
0
0
5837
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
12
120
SH
SOLE
0
0
120
ZIONS BANCORPORATION N A
COM
989701107
54
2000
SH
SOLE
0
0
2000
ALLEGION PLC
ORD SHS
G0176J109
7
75
SH
SOLE
0
0
75
COCA COLA EUROPEAN PARTNERS
SHS
G25839104
23
605
SH
SOLE
0
0
605
APTIV PLC
SHS
G6095L109
23
475
SH
SOLE
0
0
475
TRANE TECHNOLOGIES PLC
SHS
G8994E103
9
112
SH
SOLE
0
0
112
TRANSOCEAN LTD
REG SHS
H8817H100
4
3600
SH
SOLE
0
0
3600