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 LIVE false true false 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 0 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 0 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